Site conduct, customer property and privacy
Behave on customers' sites and in their homes so they trust you to come back: follow site rules and escorts, protect property, own up to damage straight away, handle keys and access codes securely, and keep what you see and photograph private. All sites, people and documents are fictional; site rules and your organization's code of conduct govern.
- Level
- Beginner
- Length
- About 40 minutes
- Contents
- 3 lessons · 1 video · final exam
- Status
- Published · updated 1 Oct 2026
Skills you'll practise
- Follow a site's sign-in, badge, escort and photography rules
- Protect the customer's property before, during and after the work, and report damage you cause immediately
- Handle keys, access cards and codes so they're signed out, protected and returned
- Take job photos that record the work without capturing people or confidential information, and only with permission where required
- Leave the site as safe, secure and clean as you found it, or better
Course outline
- 1.Site conduct, customer property and privacyVideo · 2 min
- 2.Arriving and working as a guestLesson · 13 min
- 3.Protecting property, and owning up to damageLesson · 13 min
- 4.Privacy and security on siteLesson · 14 min
- 5.Site conduct, customer property and privacy: knowledge checkKnowledge check · 16 questions
- 6.Site conduct, customer property and privacy: practical exerciseKnowledge check · 1 question
- 7.Final exam7 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 organization's field service procedures, site rules and the customer's site requirements
- FTC: Protecting Personal Information: A Guide for Business (US example)
- General customer service and field service practice (starter content; needs subject review)
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.