Compliance is the process of making sure your employees follow the regulations, standards, and best practices that apply to your industry.

It may be driven by the need to comply with legislation, but automating standardized practices can also deliver significant commercial benefits.

Arguably the most important compliance requirement is related to safety.     

Issues regarding payment can occur if there are disputes related to whether a field technician actually attended a site, and if there is no proof that a customer signed off that work was completed as expected.

Within the Retriever Mobile application a signing page allows the worker to obtain a client signature as “sign on glass”. The client is able to review all of the job details prior to signing off.

The completed job is both time and GPS stamped and typically a report is then automatically emailed to the client (and internal staff) as a concise proof of completion.

Depending on the asset being serviced, and the service frequency (eg. Quarterly, annual etc.) equipment manufacturers will have recommended processes (checklists) that identify the relevant tasks to be completed.

Electronic checklists that are different for each asset type can be built in Retriever Formbuilder and made available within Retriever Mobile as Asset Tasking checklists.

Asset tasking checklists can ensure consistency of service, help to maximize the life of an asset and minimize breakdowns.

Many businesses use sub-contractors and service agents to carry out work on their behalf. For example, sub-contractors may cover regional centres where there are no direct employees.

Maintaining visibility of sub-contractors and ensuring that work carried out is consistent with company standards can be difficult when processes are based on paper, phone calls and emails.

Retriever Schedule provides full visibility of sub-contractor activities and Retriever Mobile ensures the same reliable processes are followed, and from a customer perspective reports etc. are of consistent quality.

The Ozone Protection and Synthetic Greenhouse Gas Management Regulations 1995 contain provisions related to working with refrigerant and refrigeration and air conditioning equipment. In Australia the licensing scheme is administered by the Australian Refrigeration Council (ARC).

The Retriever Mobile application can be used to record the quantity of refrigerant used for each job, and be available if audits are required.

In particular states in Australia Electricians must submit a Certificate of Compliance for electrical work (CCEW) under the Gas and Electricity (Consumer Safety) Act 2017 and Gas and Electricity (Consumer Safety) Regulation 2018.

An electronic CCEW form can be built using Retriever Formbuilder and included within the application. Upon completion a pdf formatted CCEW report can be emailed to a central mailbox for processing.

Customer contracts may require compliance with agreed service levels, and may have financial penalties if not met. For example, a customer fault may demand a response time of 3 hours and restoration time of 24 hours.

For office based staff Retriever Schedule can alert staff to jobs that are in jeopardy of missing a service level target so that they can take action, including the ability to reassign work to a technician that is better able to meet the service commitment.

For some applications staff may be required to record measurements such as temperature, humidity, pressure and liquid levels etc. Readings that are outside specified thresholds may indicate component wear and imminent failure if not addressed.

Retriever Formbuilder can build forms for use in the mobile application that trigger particular actions based on a reading.

For example the following diagram illustrates a temperature reading range validation. A reading in the warning range could trigger the creation of a work order to resolve the issue.

Certain jobs may require specific skills and qualifications. For example, some customers may require that workers have previously conducted a safety induction prior to attending a site. It may also be that sites are identified with a “preferred technician” that would normally be assigned those jobs.

Retriever Schedule has advanced features for matching a job’s requirements to the most appropriate technician skill-sets so the right person is dispatched to site.