Identify and agree fenestration installation requirements

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 and Glazing Industry and are involved in identifying, confirming and recording details of on-site installation work.

1. obtain and confirm information from customers about their fenestration installation requirements following standard operating procedures (SOPs)
2. discuss and feedback viable options to customers that will achieve their fenestration requirements in line with organisational policies
3. discuss and inform customers of the importance of other energy efficiency measures to consider
4. obtain accurate measurements and other relevant information
5. obtain information on site and structural conditions, including any other relevant information that could affect installation, from reliable sources
6. exchange relevant information with customers in line with organisational requirements
7. record and deal with information obtained during surveying processes in line with organisational requirements
8. check specifications can be completed following SOPs and current legislation

1. information that needs to be obtained from customers
2. fenestration options available and how to describe them to customers to include specialist glazing types such as acoustic glazing fire-resistant glazing or bullet or blast proof systems
3. energy efficiency measures that may be of interest to customers
4. potential problems and how to identify them
5. how to deal with problems in line with organisational requirements and policies
6. building regulations or standards and other current legislation that applies to the proposed work
7. where to find up to date and accurate information on building regulations or standards and other relevant legislation
8. how to ensure information obtained is in line with customer requirements
9. how to ensure the work will comply with current standards, legislation, guidelines and codes of practice
10. measurements and other information required for different types of installation
11. allowable tolerances and why they are recorded
12. features that could have an effect on how the measurements and other information is obtained
13. types of problems that can occur with measurements
14. how to minimise any problems that may arise from surveys
15. types of information that may not be obvious and potential problems that can arise with hidden details e.g. thermal envelope of building
16. additional materials or products that may be required from carrying out the surveying process and why these may be required
17. types of supporting information that customers require and how to ensure they understand this
18. why it is important for customers to have and understand the information
19. why it is important that any differences between the customers' original requirement and the proposed installation are explained and understood
20. what happens with the information obtained and recorded during surveying
21. problems that can occur if information is not dealt with in line with organisational requirements and policies