When an engineer is alone at a customer's address, the policy has to answer three questions quickly: how often do they check in, who notices a missed check-in and what happens next. This template sets out the scope, the risk register, the check-in routine, the emergency escalation and the training that makes it work.

The sample follows Jasperfield Works, with 42 field engineers on a 60-minute check-in, a 10-minute escalation to the operations manager and a training day for each group of 12. Replace the scope, hazards, owners, contact details and dates with your own, and have a director sign and date the policy.