Water Treatment New Client Onboarding

---
name: water-treatment-new-client-onboarding
description: |
  Onboard the public, via water companies smoothly into a water treatment operator's service in treatment works and pumping stations.
  TRIGGERS - Use when a water treatment operator needs a new client onboarding pack for the public, via water companies in treatment works and pumping stations.
category: Water Treatment
license: MIT
version: 1.0
---
# New Client Onboarding Pack — Water Treatment

Onboard the public, via water companies smoothly into a water treatment operator's service in treatment works and pumping stations. The deliverable is an onboarding pack: welcome information, expectations, first steps and contacts.
This skill is written for a water treatment operator working with the public, via water companies in treatment works and pumping stations.

## When to use
- You are a water treatment operator preparing, delivering or reviewing this part of your work in treatment works and pumping stations.
- You need a defensible, repeatable approach that produces an onboarding pack: welcome information, expectations, first steps and contacts.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| Coagulation | a treatment stage clumping fine particles for removal |
| Turbidity | the cloudiness of water from suspended particles |
| Consent limits | legal limits on what treated water must achieve |

## Workflow
1. **Step 1** - Send a welcome pack before the first appointment: what the service does, what happens first, what to bring from process logs
2. **Step 2** - Set expectations honestly — timescales, costs where relevant, and how progress on water quality compliance will be shared
3. **Step 3** - Cover rights and responsibilities on both sides, including confidentiality limits and how to raise concerns
4. **Step 4** - Make the first contact easy: named contact, directions to treatment works and pumping stations, and what to do if plans change
5. **Step 5** - Check in after the first session or milestone and fix friction early, before it becomes disengagement or contamination reaching supply

## Profession-Specific Components
| Component | Details for Water Treatment |
|-----------|-------------------------------|
| Core documentation | process logs; sample results; maintenance records; incident reports |
| Core tools & equipment | treatment plant systems; laboratory equipment; dosing pumps; SCADA monitoring |
| People involved | the public, via water companies; the water treatment operator; colleagues and other services in treatment works and pumping stations |
| Primary record | process logs — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in treatment works and pumping stations] | **Objective:** [What this must achieve] | **Audience:** [the public, via water companies and other stakeholders]

The finished output is an onboarding pack: welcome information, expectations, first steps and contacts, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in process logs.
2. **Short-term:** Complete the workflow steps and record outcomes against water quality compliance.
3. **Medium-term:** Review results, close actions, and update local procedures in treatment works and pumping stations.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| water quality compliance | Agree a local target and track the trend | Measured from process logs and reviewed on a set cycle |
| process efficiency | Agree a local target and track the trend | Measured from process logs and reviewed on a set cycle |
| sample pass rates | Agree a local target and track the trend | Measured from process logs and reviewed on a set cycle |
| response to alarms | Agree a local target and track the trend | Measured from process logs and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: contamination reaching supply.
- Never let this happen: chemical dosing errors.
- Never let this happen: process failures.
- Work only within the competence and authority of a water treatment operator; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to treatment works and pumping stations's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A water treatment operator in treatment works and pumping stations applies this workflow for the public, via water companies: they open
process logs, work through the five steps using treatment plant systems, and close by recording
the outcome against water quality compliance and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)