Before Leaving The Office

  • Give a colleague a summary of your visits, and KEEP TO IT
  • Find out as much information as possible about the client you are meeting, study files and talk to colleagues
  • If you are in any doubt as to the location or the person you are meeting
    • Ask a colleague to accompany you
    • Rearrange the meeting at a more suitable location
  • Consider calling the person before the meeting to
    • Confirm arrangements
    • Establish their mood/state of mind
  • Check your mobile phone is charged and switched on

On Your Approach To The Visit

  • Select your parking space and position your vehicle for a quick exit
  • Assess the environment before committing yourself
  • Wait and listen, before knocking on the door
  • Knock on the door and step back
  • Do not enter if the appropriate person is not available
  • Always trust your intuition

Upon Your Arrival

  • Do Not enter the premises if the person is drunk or aggressive
  • Only take into the house what you need
  • Take care with documents you do not wish them to see
  • Check how the front door closes or locks
  • Study your surroundings, know the exits
  • Try to sit nearest the door, Don't get trapped
  • If you feel at risk, make an excuse and leave
  • If prevented from leaving or threatened, stay calm and try to control the situation
  • Show respect for other people, their property or culture
  • Remain alert - watch for mood changes

Upon your return

  • Report any incidents that may have occurred
  • Ensure information regarding risk is passed to other colleagues, and information written into the file
  • Review safe practice with colleagues at meetings