After Installation is complete, it’s time to transition the project to the Service team. Much like the project hand-off from Sales to Operations, having comprehensive and accurate information is critical to ensuring the receiving team can perform their duties effectively and efficiently.
With this in mind, it’s important to define what information is required for the Service team to be successful. Consider their daily duties and operating procedures when making these decisions.
Some common examples include:
Some common examples include:
- Diagnose and resolve problems remotely
- Locate and work with specific devices onsite
Based on these typical actions, we recommend generating a list of the information you require before a project is transitioned to the Service team.
Here are some suggestions:
| Information | Benefit |
| Install Status and Operational Status | As part of project close-out, it’s important to make sure that all devices have an Install Status of ‘Installed’ and an Operational Status of ‘Operational’ before transitioning the project to Service. |
| Installer and Install Date | All devices should have an Installer and Install Date. |
| Part Number and Manufacturer | When the Service team knows exactly what equipment was installed, they are better prepared to remotely help with issues and ensure they have the right parts when making a service call. |
| Installation Images | Photos of completed installation work are tremendously valuable. They provide a large amount of information and even help to locate a specific device. As an example, photos of a switch or panel allows the Service team to determine remaining capacity without having to go onsite. |
| Camera Coverages Areas | Documenting camera coverage area settings at the end of installation allows Service to more effectively verify cameras during preventative maintenance and service calls. |
| Connections and Cable Pathways | At minimum, it’s important to establish which Hub devices are connected, such as cameras and card readers. Providing more detailed cable pathways after installation is very helpful. |
| IP Address, MAC Address and Serial Number | Complete these fields for each applicable device. Consider uploading a photo of the information label on the box to record MAC Address and Serial Number. |
| Labor and Device Warranty Dates | It’s critical that the Service team understand which devices are still under warranty. |
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