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Home Energy Professional - Evaluation and Inspection

3.1 Checking, Examining, and Recording

Entering, transcribing, recording, storing, or maintaining information in written or electronic/digital format, including adaptive devices and software.

  • 3.1.1 Detecting errors
    • Detect and correct errors or inconsistencies, even under time pressure.
    • Identify vague or ambiguous documentation.
    • Route errors to appropriate person to correct documentation.
  • 3.1.2 Completing forms
    • Select and complete appropriate forms quickly and completely.
    • Forward or process forms in a timely and accurate manner.
    • Attend to and follow through on items requiring action.
    • Expedite forms, orders, or advances that require immediate attention.
  • 3.1.3 Obtaining information
    • Obtain appropriate information, signatures, and approvals promptly.
    • Verify that all information is present and accurate before forwarding materials.
    • Compile, categorize and verify information or data.
    • Apply systematic techniques for observing and gathering data.
  • 3.1.4 Maintaining logs, records, and files
    • Organize records and files to maintain data.
    • Keep logs, records, and files that are up-to-date and readily accessible (e.g., driver logs, flight records, repair records).
    • Update logs, records, and files, noting important changes.
    • File data and documentation in accordance with organization’s requirements.