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CBS Make Safe Workflow Tasks

A detailed breakdown of the tasks within a Mark Safe Workflow for CBS clients

Team Codafication avatar
Written by Team Codafication
Updated over a week ago

Task Name

Assigned Role



EMS Call to Schedule

Admin Co-ordinator

1 hour from job creation

Call the client and find the best time to get someone on-site

Book EMS Attendance

Admin Co-ordinator

1 hour from job creation

Call trade and book a time for them to execute the make safe on site

EMS Call to Schedule #2 and #3

Admin Co-ordinator

1 day after the task 'Call to Schedule' marked failed

When the EMS call to schedule fails, follow up with another call.

Refer EMS back to Insurer

Admin Co-ordinator

1 hour after task 'Call to Schedule #3' failed

Contact the insurer to let them know you couldn't get hold of the client.

EMS Call to Confirm

Admin Co-ordinator

24 hours after purchase order for make safe published

Call the trade to make sure they attended the Make Safe

Submit EMS Report to Insurer

Admin Co-ordinator

24 hours after task 'EMS call to Confirm' completed

Submit the make safe report to the insurer via email or their portal

Invoice Make Safe


24 hours after 'Submit EMS Report to Insurer' is completed

Create an invoice for the make safe and any related work, and send it to the insurer.

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