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  • Ensure it is close to the workspace; there should be protection on the floor as well as between the material and the wall.

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  1. At the jobsite, identify where the “shop” will be located.

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Avoid power tools inside unless absolutely necessary. If power tools are used inside, dust is created in an enclosed environment, and smoke detectors could be set off.

  1. Set up a blanket in each space to create the footprint of the staging area.

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  • Ensure it is close to the workspace; there should be coverage on the floor as well as the wall to lean material.

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  1. Bring in any cordless tools to ensure batteries are being charged.

  2. Bring in materials from the van/truck and set them on the blankets.  All material should be brought in during the same time-frame.

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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.

  1. Stage materials in order of installation.

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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 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.

  1. Assess materials based on the drawings and BOM, and ensure you have the correct number of partitions, shelves, and drawers.

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  • Doing so early will allow for a call to the shop/warehouse, and a plan can be created to avoid a return visit.

  1. Stage accessories and hardware.

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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 installation.

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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  1. Using painter’s tape, tape all elevation drawings on the wall close to their respective installation walls.

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