Give access coordination a named owner
Ask the terminal’s authorised contact for the applicable entry, escort, delivery and work-permit process. Record the requirements without publishing security-sensitive details.
Confirm the approved window, loading point and contact for delays. Do not assume a service technician can use a delivery driver’s access approval.
Walk the delivery and installation route
Measure doors, lifts and turns against the packaged equipment dimensions and handling needs. Confirm the final position, water connection, drain if required, electrical point and isolation access.
Coordinate utility shutdowns through the site’s process. Keep pedestrian and operational routes usable during work.
Define handover before the team arrives
Agree who witnesses installation checks and the equipment-specific cleaning and commissioning procedure. Record asset ID, instructions, service access arrangements and fault reporting.
If access expires before completion, follow the site’s process and keep unfinished equipment clearly unavailable. Arrange an alternative drinking-water source during the work.
Put it into practice
Your planning worksheet
A coordination checklist covering entry, delivery route, utilities and handover.
| Coordination checklist | Confirm before booking |
|---|---|
| Personnel and delivery | Approved access process, escort and timing |
| Route | Loading point, doors, lifts and safe handling |
| Utilities | Water, power, any drainage and isolation arrangements |
| Work window | Operational conflicts and contingency contact |
| Handover | Checks, instructions, asset ID and authorised sign-off |
Sources & context
- US CDC — About Choosing Home Water Filters
Supports matching treatment to the water supply and specific contaminants. Dispensing calculations and worksheets are GAGE planning examples, not CDC recommendations.
Sources checked 9 November 2026. Worksheets are editorial planning tools. Confirm site-specific requirements, current local guidance and the instructions for the equipment you use.
