When several people need access, plan lock work around three things: who can authorise the work, when each
person needs to enter or leave, and how keys will be handed over afterwards. Choose one coordinator, agree
the affected doors and arrange a workable handover before the visit. This helps prevent a completed lock job
from leaving an authorised resident without access.
A shared household, a rented flat or a home with regular care visits can involve several different
schedules. The person arranging the appointment may not be the person attending, approving changes or
collecting the keys. Make those roles clear before work starts.
The access plan at a glance
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01 / AGREE
Confirm authority and scope
Name the person approving the work, the coordinator and the doors included.
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02 / SCHEDULE
Plan around the occupants
Identify essential arrivals, departures and any assistance needed during the visit.
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03 / ALLOCATE
Arrange the keys
Confirm the quantity, approved recipients and collection arrangements.
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04 / CHECK
Complete the handover
Review operation, record who received keys and update anyone still awaiting access.
Agree who can approve the work and who will coordinate it
Start with the person who can authorise the proposed work. For a rented home or managed building, clarify
the relevant arrangements with the landlord, agent or building manager before booking a planned change. A
person holding a key is not, by itself, confirmation that they can approve alterations to every door it
opens.
Choose one coordinator to keep the agreed instructions together. Record who will meet the locksmith, who
can approve a change to the scope and who will receive the completed work. These may be different people.
If approval is remote, agree how that person can be reached during the appointment.
Ask the provider what evidence of authorised access or approval they need and when to supply it. Do not
assume a particular document or a message from another occupant will be sufficient. If authority is
unclear or disputed, resolve that before arranging non-urgent lock changes.
List the doors and the people affected
Identify each door separately. Work on an individual flat entrance does not automatically include the
building's communal entrance, a side door or an internal room. Note which people use each affected door
and whether the proposed work could change the keys they need.
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Residents: include people who will be away during the appointment but need access
later.
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Approved regular visitors: consider agreed visits from carers, cleaners or others whose
arrival needs coordinating.
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Property representatives: clarify any agreed keyholding arrangements with the relevant
owner, agent or manager.
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Spare-key holders: include only the people authorised to retain a spare under the
agreed arrangement.
Keep the working list private. Record only the information needed to organise the visit and handover. A
shared notice can explain the appointment arrangements without displaying key details, access codes or the
full keyholder list.
Plan the appointment around arrivals and departures
Tell the provider about fixed commitments before agreeing a visit window. These might include a resident
returning from a night shift, a scheduled care visit or someone who needs assistance using the entrance.
Explain the practical requirement without sharing unnecessary personal information.
Ask how access will be managed while work is under way and who needs to remain available. Do not assume
everyone must leave, that unattended work is possible or that the door will remain usable throughout. The
arrangement depends on the actual door, proposed task and conditions found.
Agree a contingency if the work takes longer or needs another visit. Decide who will update the occupants,
who can discuss any revised plan and what to do about an essential arrival. Confirm any alternative
authorised entrance with the relevant people; do not rely on an untested assumption that another route
will be available.
Before the visit, explain the plan to the household and arrange for children and pets to stay clear of the
immediate work area. Keep the coordinator reachable until the agreed handover is complete.
Agree key quantities and recipients before the visit
Ask whether the proposed work is expected to change which keys operate the affected lock. Do not order or
promise a new set for everyone until that point is clear. If new keys will be needed, confirm how many are
included and how any further authorised copies would be arranged. Do not assume extra copies are available
during the appointment.
For each intended recipient, record the quantity and the handover arrangement. Separate keys already
delivered from keys awaiting collection. If someone cannot attend, agree who may collect on their behalf
and when the recipient will receive them.
Tell absent residents when a key change is expected, then confirm what actually changed after the work.
Avoid a message saying “the new keys are ready” unless the quantity and collection arrangements have been
checked. If the plan changes, update the recipients before they travel to the property.
Check operation and account for keys at handover
Ask the provider to explain the completed work and demonstrate normal operation. Where keys have been
supplied, arrange to check them with the provider present and confirm which door each set serves. Mention
anyone who may find the handle or locking action difficult to use so this can be discussed before the
visit ends.
Record the keys received, the approved recipients and any collection still outstanding. Ask which previous
keys remain relevant to unchanged locks before deciding what to do with them. Keep the work record and any
supplied product or care information somewhere the responsible person can retrieve.
If the assessment changes the agreed job, reconnect with the nominated decision-maker before approving the
change. The separate guide to reading a locksmith quote
explains the pricing questions; this access plan should make clear who can give that approval.
Give the provider a short coordination brief
This illustrative enquiry shows how to describe the access arrangements without prescribing the repair:
“Three adults use the flat entrance. I will coordinate the visit and meet you, and the person approving
the work will be reachable by phone. One resident returns in the early evening and an approved visitor
is due later. Please confirm the likely access arrangements during the work, whether the keys may change
and what we need to organise for handover.”
Add the actual lock symptoms separately. If you need help explaining them, use the guide to describing a lock problem before contacting
a locksmith. Keep the fault description and the household's access needs clear so both can be
considered.
Your locksmith visit checklist
- The affected doors and authority to approve the work are clear.
- One coordinator will attend or remain reachable.
- Essential arrivals, departures and assistance needs have been discussed.
- Any expected key change, quantity and authorised recipients are recorded.
- A handover plan covers absent residents and outstanding collections.
- Everyone knows who will communicate delays or changes.