From 01/09/18 all site surveys must be conducted on the CHASE app. Using the app, you can:
- enter survey information instantly while on site
- take photos of keys for key receipts
- capture e-signatures direct to your device
- instantly send a copy of all paperwork to yourself
How to Complete
1. Accept & allocate the job to an officer as usual.
NB Please check the "Booking Info" for any extra info, eg contact name, tel, etc
2. You have 4 tasks to complete the survey, outlined below. These can be done in any order. They currently have a red bar down the LHS, as none are completed yet.
Enter the Site Survey task & use the 'Prev' & 'Next' buttons to navigate through all tabs, and enter relevant info. One of the tabs, 'Entry & Exit Procedure' is shown here. Your progress is shown as a percentage bar along the top.
On the final tab of the survey task, you can enter your email address to be sent the AI's for your own records
Tips & Tricks
Save each field by touching the next field. A pencil icon appears to indicate it's saved.
The survey job will time out after about 20 minutes. If you need to chat for a while, ensure you have saved your last field, and come out of the survey job for a while. You can go back into it when you need to.
Enter the Key Receipt task and swipe to complete the 3 tabs; Keys, Photo & Signature
Keys - enter key descriptions for each key
Photo - tap on the camera icon in the middle to switch to your device's camera. Take photo of keys.
Signature - enter names of person keys are 'Received From', and 'Received By'. Click on the squiggly signature icon to write signatures on the screen using a finger/stylus.
On this screen you can enter your email address to be sent the key receipt for your own records. You can also enter the site contact's email address if they want to receive a copy.
Ask the client to view the Declaration, and tap the squiggle signature icon to provide a signature
You must view the Declaration, and tap the squiggle signature icon to provide a signature
Once all 4 tasks are complete, they will all show with a green bar down the LHS. Tap the 'Done' button and follow the next few buttons to finish the job. All documents will be instantly sent to you, the client, and The Keyholding Company. The job will then leave your job screen.
N No, copies can be sent to a single email address. You can then forward copies to multiple people from your email account.
Q What if the site contact has no keys?
A You can tap the 'skip' box in the Key Receipt task - you'll be asked to enter the reason for skipping