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Professional Services
Explore a wide range of customizable Professional Services templates and resources tailored for process management, HR practices, and more. Find solutions to optimize your Professional Services practices and meet industry standards.
Templateby SafetyCultureGap Analysis ISO 9001 Checklist
This Gap Analysis ISO 9001 Checklist can help you prepare for ISO 9001:2015 certification. Use this to evaluate if the Context of the organization, Planning, Operation, Quality control, and Product improvement complies with the ISO standard. It will also help determine the needs of consumers and your opportunities for improvements within the QMS. Use SafetyCulture to generate efficient on-site reports and assign corrective actions to appropriate team members.
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ISO 45001:2018 Readiness Checklist
This ISO 45001 readiness checklist can help you identify areas of your business that require further work before your external ISO 45001 audit certification
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Coronavirus COVID-19 Home Office Self Assessment
Individuals can use this checklist to perform assessments for home based workers and take steps to prevent the spread of Covid-19.
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Working at Heights Inspection
This template is used to ensure safety and reduce fall hazards when working at heights. Begin by recording the nature of work, identifying activities associated with working at heights and creating worker's profile. Next determine potential risks like falling, slipping or tripping. Then proceed with evaluating controls like training, planning and proper use of fall protection systems and equipment. Lastly, provide recommendations to improve safety.
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Staff Performance Appraisal
This Staff Performance Appraisal Form can be used to assess the overall performance of an employee and it helps identify areas of commendation as well as areas that require remediation. This Staff Performance Appraisal Form is tied up with a scorecard to grade attendance, job knowledge, skills, quality of work, productivity, teamwork, team targets, and behavior. You can rate the overall performance of your employees depending on the total percentage score. This template is 100% customizable and you can modify it according to your company's standard ratings.
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Incident Report Form
Document and attach photos for injury/ illness, near miss, property damage, hazard, risk.
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5 Whys Template
Use this 5 whys template to resolve the root cause of a problem so that your business teams can avoid encountering them again. Begin by clearly stating the problem and answer why the problem occurred until the root cause is discovered. To complete the 5 whys template, provide a solution to the root cause of the problem and create actions.
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Investigation Report Template
An investigation report template aims to help investigators ensure a timely, complete and accurate investigation of an allegation or complaint. Streamline evidence collection and investigation reporting with the use of this template. Begin by providing general information on the subject, record the complaint summary and document physical evidence and investigative interviews. Reach a conclusion and complete the investigation report with digital signatures.
3699 downloadsGet - Templateby SafetyCulture
Incident Investigation Template
Use this incident investigation template to help conduct a root cause analysis following an incident or near miss at a worksite or workplace. This template can be used to help gather necessary facts and general background information of the incident.
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Training Feedback Form
A training feedback form is a tool used to evaluate training sessions by gathering feedback from the participant(s) regarding the training program, facilitator, and training facilities. Use this checklist to ensure training programs are clearly defined and contents are relevant to the employee's role.
2494 downloadsGet - Templateby SafetyCulture
Accident Report Form
Use this accident injury report form to record accidents that have led to injured employees and persons in the workplace, on-site or in the field. Find the root cause of the incident so you can prevent accidents from happening again
2354 downloadsGet - Templateby SafetyCulture
Accident Investigation Report Template
Accident investigation report template is used to determine the root cause of the accident to prevent future accidents. This template can be used by workplace supervisors to record accurate information. Follow the points below to utilize this template: 1. Gather the general information of the injured employee 2. Identify the details of the accident 3. Describe the consequences of the accident 4. Collect witness/es statements if applicable 5. Recommend actions to avoid accident reoccurrence
1860 downloadsGet - Templateby SafetyCulture
Management of Change (MOC) Procedure Template
Management of change procedure template helps safety officers identify and control occupational health and safety risks brought by organizational changes. Use this MOC template to review operational procedures and determine changes where risks may occur. Help the organization comply with legal and industry standards for workplace health and safety using SafetyCulture.
1845 downloadsGet - Templateby SafetyCulture
General Competency Assessment
Use this general competency assessment template converted using SafetyCulture to evaluate if candidates have met the expectations for a given role. Assess general factors like productivity, work quality, attitude, and punctuality. End assessment by providing recommendations and overall competency assessment rating. This template is 100% customizable and you can modify it according to your workplace needs.
1840 downloadsGet - Templateby SafetyCulture
Risk Assessment Rating Template
Use this template to identify workplace hazards, assess initial risk ratings, control measures and residual risk ratings.
1724 downloadsGet - Templateby SafetyCulture
Supplier Audit Checklist
This general supplier audit checklist is used to audit your supplier's facility. Use this form to record whether or not the supplier meets the criteria, then evaluate its suitability to be your supplier. The template can serve as a guide for the inspector to evaluate the following areas: Management Responsibility, Fundamentals - sanitation, handling and storage, infrastructure, maintenance, etc., HACCP and manufacturing system,Regulatory compliance Management Responsibility Fundamentals - sanitation, handling and storage, infrastructure, maintenance, etc HACCP and manufacturing system Regulatory compliance
1723 downloadsGet - Templateby SafetyCulture
COVID-19: Employee Temperature Checklist
Building and facility security teams can use this employee temperature checklist to screen all employees who are entering a building. The intent of this employee temperature checklist is to control the potential spread of COVID-19 in the workplace by screening those who wish to enter for signs of respiratory illness accompanied by fever. Please note that this screening checklist provides basic information only. It is not intended to take the place of medical advice, diagnosis, or treatment.
1682 downloadsGet - Templateby SafetyCulture
General Safety Observation Report
Use this general safety observation report when conducting a safety inspection of a workplace. Observe and document Safety Mentions, Opportunities for Improvement and Critical Items that need resolving.
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A3 Report Template
This A3 report template can be used to identify, analyse, and resolve complex problems in a business setting. It is typically used by managers and supervisors who are looking to eradicate issues, inefficiencies, and ambiguities in business operations in order to maximize productivity.
1612 downloadsGet - Templateby SafetyCulture
ISO 45001 Safety Plan Template
An ISO 45001 Safety Plan Template can be used by organizations to create plans to monitor, measure, analyze and evaluate safety hazards. To achieve ISO 45001 certification, an organization must plan, document and evaluate their performance against stated safety objectives.
1607 downloadsGet - Templateby SafetyCulture
Workplace Risk Assessment
Based on HSE guidance for risk assessment at work, this workplace risk assessment template can be used by employers, owners, and managers to do the following: 1) Decide on the focus of the workplace risk assessment by stating the goal, scope, and other important details (when and where workplace risk assessment will be performed), 2) Identify hazards, risks caused by the hazards, and who might be harmed by these risks, 3) Evaluate risks by estimating likelihood and consequences of risk and using the risk matrix provided to identify risk levels (high, medium, low), 4) Develop effective risk control measures when hazards cannot be eliminated, and 5) Specify how often the workplace risk assessment will be reviewed.
1586 downloadsGet - Templateby SafetyCulture
FMEA Template
An FMEA template aims to identify potential problems in a process, product or design and prevent their adverse effects on customers. Monitor the implementation and effectiveness of corrective actions with the use of this template. Enable your team to easily describe the process function, identify the mechanism of failure and determine the RPN. Create and complete corrective actions and validate the FMEA with digital signatures.
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Incoming Inspection Checklist
This incoming inspection checklist has been designed to make it easier for quality assurance personnel to determine inspection results and required actions based on the identification tagging system. Use this mobile-ready checklist to easily specify the purchase order number, material description, and quantity, capture and store unlimited photos of defects or tagged materials, send real-time notifications for scheduled incoming inspections, assign actions for accepted, rejected, or conditionally accepted materials, and complete the incoming inspection with digital signatures.
1514 downloadsGet - Templateby SafetyCulture
One on One Employee Coaching Form
Use this One on One Employee Coaching Form to conduct coaching with direct reports and document areas of concerns or issues and note agreed actions. You can select the possible concern/s from the dropdown and provide notes for the description. Finish the coaching with the signature of the employee and the supervisor or manager. Use SafetyCulture to cascade coaching templates to other leaders and limit access and editing permissions if needed.
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