Template

Customer Risk Profile Checklist

by Steven Leonair, from the Community

10+

This Customer Risk Profile Checklist supports staff conducting community or home visits by identifying potential risks to participants, staff, and others. Assess property access, parking, and mobile reception; confirm who will be present; note pets and smoking; screen for behaviors of concern; and record biological hazards or chemicals. Determine if a second person is required, decide if the visit should proceed, and capture required actions and signatures.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Pre Visit Risk Assessment
This Pre Visit Risk Assessment template supports safe home and community visits by guiding staff to review site access, parking, visibility, isolation, occupant details, and potential risks such as aggression, illness, infection, or animals. Capture staff and client details, visit timing, phone coverage, dwelling type, who will be present, and any history of violence. Record hazards identified, the controls to be implemented before and during the visit, and obtain sign off. Use it to standardize pre visit checks and improve safety for field teams.
by Ralph Parker, from the Community
Downloads: 40+
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Template
Customer Profile Checklist
This customer profile checklist is designed for community support and disability services teams to set up a complete client record in Supportability. It guides staff through capturing personal and demographic details, privacy settings, service participation, consents and uploaded forms, administrative info, external services, and any warnings. Clinical sections cover medical conditions, medications and authorizations, behaviors and plans, daily routines, disability notes, and About Me. It also includes mobility, communication, eating and nutrition, and toileting and personal care, plus required documentation and key contacts. A staff training checklist and final declaration ensure the profile is complete and suitable staff can be rostered.
by Nigel Rickards, from the Community
Downloads: 10+
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Template
Office Risk Assessment Template
Use this Office Risk Assessment template to identify office work activities that present risk, document hazards, and determine who may be harmed including staff, customers, or visitors. Rate severity and likelihood using a risk matrix, record existing controls, and decide if immediate action is required. Build an implementation plan with responsible persons and due dates, add photos, and capture sign-off on completion.
by Murugadoss Kabeerdoss, from the Community
Downloads: 0
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Template
Home Visiting by Program Staff Checklist
This home visiting checklist helps program staff plan and document safe, effective client visits. Capture visit schedules and reasons, employee details and vehicle, apply risk controls, confirm lone worker device usage, and complete a pre-visit risk assessment. Record client contact information, notes and observations, visit completion time, and signatures to ensure clear documentation, safety compliance, and accountability across community service operations.
by Ralph Parker, from the Community
Downloads: 10+
Get

Pre Visit Risk Assessment

This Pre Visit Risk Assessment template supports safe home and community visits by guiding staff to review site access, parking, visibility, isolation, occupant details, and potential risks such as aggression, illness, infection, or animals. Capture staff and client details, visit timing, phone coverage, dwelling type, who will be present, and any history of violence. Record hazards identified, the controls to be implemented before and during the visit, and obtain sign off. Use it to standardize pre visit checks and improve safety for field teams.

by Ralph Parker, from the Community

40+

Get

Template

Customer Profile Checklist

This customer profile checklist is designed for community support and disability services teams to set up a complete client record in Supportability. It guides staff through capturing personal and demographic details, privacy settings, service participation, consents and uploaded forms, administrative info, external services, and any warnings. Clinical sections cover medical conditions, medications and authorizations, behaviors and plans, daily routines, disability notes, and About Me. It also includes mobility, communication, eating and nutrition, and toileting and personal care, plus required documentation and key contacts. A staff training checklist and final declaration ensure the profile is complete and suitable staff can be rostered.

by Nigel Rickards, from the Community

10+

Get

Template

Office Risk Assessment Template

Use this Office Risk Assessment template to identify office work activities that present risk, document hazards, and determine who may be harmed including staff, customers, or visitors. Rate severity and likelihood using a risk matrix, record existing controls, and decide if immediate action is required. Build an implementation plan with responsible persons and due dates, add photos, and capture sign-off on completion.

by Murugadoss Kabeerdoss, from the Community

Get

Template

Home Visiting by Program Staff Checklist

This home visiting checklist helps program staff plan and document safe, effective client visits. Capture visit schedules and reasons, employee details and vehicle, apply risk controls, confirm lone worker device usage, and complete a pre-visit risk assessment. Record client contact information, notes and observations, visit completion time, and signatures to ensure clear documentation, safety compliance, and accountability across community service operations.

by Ralph Parker, from the Community

10+

Get

Customer Risk Profile Checklist

About author

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Pre Visit Risk Assessment

Customer Profile Checklist

Office Risk Assessment Template

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Pre Visit Risk Assessment

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