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  • The staging area will be where all material is located while waiting to be installed.

  • The staging area should located within close proximity of the installation area (in or close to the space), but not directly on or around a wall containing an system.

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  • In the example above of a reach-in style space, the staging area should be located as close to the closet’s opening as possible. Consider an adjacent blank wall, or area to lean material against.

    • When leaning material, the wall or surface must be stable enough to hold the material and protected from the material.

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  • In the example above, the staging area should be located on Wall C, continuing into the center of the room.

  1. Set up runners, tarps, and drop cloths where applicable.

  2. Set up a blanket in each space of install for the staging area

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  • The shopis a central location in which tools and prepping of materials should be located.

  • If space(s) on the first floor: Set up shopwithin the space’s vicinityspace or close proximity to the space.

  • If space(s) only on the second floor: Set up shopin the largest of the spaces or a space that has extra room for prepping and storing tools not being used (ie. Primary Bedroom).

  • If no space in home: Set up shopoutside as close to the entry door as possible, or in the garage with granted customer approval.

  • This is completed during the walkaround with the customer.

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  • Be aware of larger and heavier items that require a team lift. Do not attempt to lift an item identified as a a team lift item, as indicated on the label or parts list.

  • Material should be brought in following the initial walkthrough with the customer.

  • Material should be organized by room with the exception of partitions; partitions should be staged in the “shop” area to be prepped.  The prepped partitions will then be brought to the workspace and hung on the rail.

  1. Inspect each item prior to placing it in the staging area. Inspect the front, back, and each side for chips or damages. If any damage is identified and needs replacement, call the shop/warehouse as soon as identified. Always strive to identify all damaged or incorrectly size parts as early as possible in the day, and make a single phone call to the shop/warehouse.

For any materials that need to be cut prior to dry-fitting or installing, leave them in the van until it is time to install them. For example, pieces of baseboard, fascia, crown, scribe, or filler.

Do not prep partitions against the wall; find a location to prep on sawhorses with partitions laying horizontally.  This may be outside of the space or the home.

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  • Fixed shelves should be closest to the workspace.

  • Adjustable shelves should be placed furthest away.

  • Connecting shelves should be placed between the fixedand adjustable shelves.

  • Sort each shelf group in order of size with the tallest in the back and the shortest in the front.

  • Drawers and additional material (bottom/top caps, countertops, poles, accessories) should be placed in each of their respective spaces and away from the working area until they are ready for installation.

  • Always ensure the blanket or protective material is between our material, and any aspect of the space (wall, floor, etc.)

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If space is limited, place adjustable shelves against the wall first, followed by fixed shelves in front.

If there is not enough space for staging all material, prioritize partitions and shelves.  Bring in the remainder of the materials once partitions and shelves are installed.  Overall, bring in as much material as possible in the same time-frame to avoid wasted travel time to and from the van/track.

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  • Load in hand tools, hardware, and cleaning materials (crayons, cleaner, rags, vacuum).

  • Load accessories into each space and set them on the blanketsin each staging area.

  • Assess the accessories based on the BOM and ensure you have the correct quantity and finish of all accessories needed for the projectinstallation.

If you find while assessing the accessories that you are missing something, or the finish is incorrect, make a call to your project or installation manager and advise them of what you are missing.  This should be done during the staging process to allow for enough time for a solution.

  1. Set up hand tools.

Always use blankets or protective material before placing anything down on the floor.  Always respect the customer’s property and preferences.

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