Overview
Automated Teller Machine (ATM), is a self-service banking terminal. It allows people to perform basic banking transactions without the need for a bank teller.
Providing connectivity to ATMs can be challenging due to technology, security, and financial risks. Unmanned sites can complicate coordination with site contacts and security. For these reasons, head office authorisation and coordination with the property owner where the ATM is installed may be required. Please share any specific requirements ahead of the scheduled date.
*NOTE: ATM connections are considered smart location connections, however, due to the complexity of connecting ATMs, this checklist, in conjunction with the smart location guidelines, should improve the ordering process
Automated Teller Machine (ATM) checklist PDF
Keep our checklist handy when communicating with your customers.
Checklist
Use these questions to check with your customer for a smooth process right from the start.
Does our technician need to go through a Health & Safety induction or accreditation?
If yes, please provide relevant documentation the technician needs to complete ahead of site visit.
Is the site contact person is someone who
- Has authority to sign off on the installation
- Understands what is required
- Knows where the ONT is or will be terminated
- Can provide the technician access to complete the scope and install
If not, please ensure the site contact arranges this with the building manager and/or property manager on scheduled dates
Can scope and/or install be completed during business hours?
If not, please advise preferred timings. *We cannot commit to specific timings best efforts will be made to accommodate.
Does the customer have site-specific requirements we should be aware of? *E.g. Is there a deadline for this site? If yes, please provide the date and outline the consequences of missing it.
Do we require security on site?
- Do you have any special requirements for technician prior to site visit?
- Do we need coordination of technician and security?
- Do we need site escort required?
If yes, please arrange in line with scheduled install dates