Identify and agree fenestration installation requirements
Overview
This standard covers the need to identify the requirements for the installation of doors and windows, or conservatories or curtain walling. You will need to identify exactly what the customer wants, explain how this can best be achieved and agree with customers the action that should be taken. It could be work that is undertaken immediately, but it could also be a matter of referring the customer to a specialist. You will need to communicate with customers in a number of different ways. Customers could be internal or external to the organisation, with external customers being private or commercial.
This standard is for you if you work in the Fenestration Industry and are involved in identifying, confirming and recording details of onsite installation work.
Performance criteria
You must be able to:
- obtain and confirm information from customers about their fenestration installation requirements following standard operating procedures
- discuss and feedback viable options to customers that will achieve their fenestration requirements following standard operating procedures
- discuss and inform customers of the importance of other energy efficiency measures to consider
- obtain accurate measurements and other relevant information following standard operating procedures
- obtain information from reliable sources on site and structural conditions and any other relevant information that could affect installations
- exchange relevant information with customers following standard operating procedures
record and deal with information obtained during surveying processes following standard operating procedures
check specifications can be completed following standard operating procedures and current legislation
Knowledge and Understanding
You need to know and understand:
information that needs to be obtained from customers
fenestration options available and how to describe them to customers, to include specialist glazing types such as acoustic glazing, fire resistant glazing or bullet/blast proof systems
energy efficiency measures that may be of interest to customers
- potential problems and how to identify them
- how to deal with problems
- Building Regulations/Standards and other current legislation that applies to the proposed work
where to find up to date and accurate information on Building Regulations/Standards and other relevant legislation
how to ensure information obtained is in line with customer requirements
how to ensure the work will compy with current legislation, guideines and codes of practice
measurements and other information required for different types of installation
- allowable tolerances and reasons tolerances are recorded
- features that could have an effect on how the measurements and other information is obtained
- types of problems that can occur with measurements obtained in a non-straightforward manner
- how to minimise any problems that may arise from surveys
- types of information that may not be obvious and potential problems that can arise with hidden details
- additional materials or products that may be required from carrying out the surveying process and why these may be required
types of supporting information that customers require and how to ensure they understand this
why it is important for customers to have and understand the information
why it is important that any differences between the customers' original requirement and the proposed installation are explained and understood
what happens with the information obtained and recorded during surveying
problems that can occur if information is not dealt with correctly