Hypothetical example
Before: “Can I stay here and watch?” In this hypothetical example, a client asks to remain beside the repair stand before work starts on their bicycle. A tool trolley occupies the proposed place. The operating instruction stipulated for this scenario permits showing a removed part during a work pause and excludes the client’s attendance during the subsequent grinding operation.
Decision: With equipment stopped, the mechanic moves the trolley and checks the passage, working room and access to tools. They place the demonstration in the permitted pause before grinding and prepare the explanation for moving to the waiting place.
After: The trolley is outside the passage, the demonstration place is marked, and the removed part is ready to inspect during a pause. The card reads: “I’ll show you the part here. We’ll discuss questions before grinding. Before grinding starts, please move to the waiting place.” The observable changes are the arrangement and the sequence written on the card; the client’s response has yet to be recorded.
Treat attendance as a sequence of specific transitions: showing something, discussing questions, moving to the waiting place. Check permission for the demonstration separately from permission to remain during the next operation. A cleared space still needs that access check. Keep the agreement tied to the named stage and the checked location.
Separate the access requirement from the arrangement for conversation. Follow the applicable restriction; discuss a suitable moment for questions within those requirements. Name the operation that requires the move: “I’ll show you the part during the permitted pause. We can discuss your questions then. Before the next operation, please move to the agreed waiting place.” Substitute the actual operation and location.
Before starting, ask the client to point out the agreed place and explain in their own words when questions will be discussed and when they will move to the waiting place. Record their actual response. If it differs or agreement is missing, resolve the open point before starting. Until then, mark the agreement as unchecked. Even a confirmed agreement remains provisional: revisit it when the operation, equipment layout or access requirements change.
What needs resolving before the invitation?
Choose your situation to see the next step.
Resolve access first
Clarify the requirements before inviting attendance. If attendance is excluded, arrange a permitted demonstration during a work pause and a waiting place for the relevant stage.
Check and arrange the place
Check or rearrange the proposed place with equipment stopped: boundary, passage, tool access and working room. If a suitable place cannot be arranged, schedule a separate demonstration.
Confirm the specific agreement
Say: “From this place, I can show you [part] during [permitted stage]. We can discuss questions at [pause]. Before [operation], please move to [waiting place].” Then ask the client to point out the place and name those moments. Resolve any differences before starting.
Provisional agreement for this stage
Record a provisional agreement for the selected stage. Recheck it when the operation or setup changes. This result is neither safety clearance nor an assessment of business success.
What remains to be resolved for the selected stage? Read these results in order. Use the first one that applies and resolve that point before checking again.
- Resolve access first. If the checked operating instructions and access rules exclude attendance, or permission is unchecked or unclear, clarify the requirements before inviting attendance. If attendance is excluded, arrange a permitted demonstration during a work pause and a waiting place for the relevant stage.
- Check and arrange the place. Otherwise, if the proposed place has not been checked with equipment stopped, a marked boundary is missing, or something obstructs the passage or working movements, check or rearrange the place. Check tool access and working room too. If a suitable place cannot be arranged, schedule a separate demonstration.
- Confirm the specific agreement. Otherwise, if you have not yet asked the client, their answer differs or agreement is missing, say: “From this place, I can show you [part] during [permitted stage]. We can discuss questions at [pause]. Before [operation], please move to [waiting place].” Ask them to point out the place and name when to ask questions and move to the waiting place. Resolve differences before starting and record their actual response.
- Provisional agreement for this stage. Otherwise, record the agreement provisionally. Recheck it when the operation, equipment layout or access requirements change. This self-assessment is neither safety clearance nor proof of business success.
Take the stage the client wants to watch. Check its access requirements and the proposed place before wording the invitation. Then complete your card: “Here I’ll show you … We’ll discuss questions at … Before … please move to …” Leave room to record the client’s response.