Office Furniture - Workplace Ergonomic Assessment and Order

Log the referral as a new lead, recording employer name, employee contact details, assessment type, target date, and any report or recommendation already received.

Review the completed assessment report if available, or coordinate a site visit with an occupational health or DSE assessor. Identify the product categories required.

Map assessment recommendations to specific products from your range, selecting items that match the clinical or ergonomic specification and the user's stated requirements.

Produce a written quote listing every recommended item with product codes, specifications, lead times, and individual pricing. Confirm format requirements if Access to Work funding is involved.

On quote acceptance, raise purchase orders to each relevant supplier. Flag any lead times that affect the target delivery date and notify the employer of any delays.

Coordinate delivery of all items to a single date where possible. Confirm delivery address, floor access requirements, and any existing furniture to be removed.

Complete delivery with a signed delivery note. Confirm the workstation is assembled and correctly adjusted and that the employee understands how to use the equipment.

Assessment findings often arrive as a clinical report from a third-party occupational health provider, and translating recommendations into a specific product specification requires care - misreading a requirement leads to wrong-product orders and costly returns.

Ergonomic orders frequently involve multiple items from different suppliers - chair, desk, monitor arm, footrest - making delivery coordination complex and increasing the risk of a partial delivery on installation day.

When an employer is claiming through Access to Work, the quote must reference the grant and meet specific documentation requirements before the employer can submit their reimbursement claim.