Preparing for a site visit
Arrive with the right information, parts, tools and permissions, and confirm the site is ready.
- Level
- Beginner
- Length
- About 30 minutes
- Contents
- 3 lessons · 2 videos · final exam
- Status
- Published · updated 1 Oct 2026
Skills you'll practise
- Prepare a visit checklist from the work order
- Confirm access, contacts and site requirements before travel
- Recognize when a site isn't ready and what to do
Course outline
- 1.Preparing for the jobVideo · 1 min
- 2.Preparing for a site visitVideo · 2 min
- 3.The visit before the visitLesson · 14 min
- 4.Inductions, permits and point-of-work risk checksLesson · 15 min
- 5.Arriving on site: the first ten minutesLesson · 14 min
- 6.Preparing for a site visit: knowledge checkKnowledge check · 15 questions
- 7.Preparing for a site visit: practical exerciseKnowledge check · 1 question
- 8.Missing part, waiting customerScenario
- 9.Final exam5 questions · passing it completes the course, so people who already know the material can test out
Sources it draws on
The lessons and questions are written from these references, so learners can go back to the original.
- Your field service procedure; customer site rules and induction requirements
See it with your own jobs and topics
Tell us about your team and we'll walk you through setup, from choosing jobs to your first skills check.