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Professional Services
Discover easy-to-use Professional Services templates and training courses for process management, HR practices, and more. Use them to gain practical knowledge, streamline your work, and stay on top of industry best practices. Customize these resources to fit your needs and excel in the Professional Services industry with confidence.
TemplateUltimate Security Site Visit Report Template
This Security Site Visit Report template is designed for security companies to document and assess site visits with consistency. It covers checks on staff presentation, SIA licence status, and ID card validity; reserve staff presence, induction, and training records; and core site administration items such as Timegate use, roster accuracy, hours worked sheets, and any pay issues. It also verifies awareness of absence reporting and holiday request procedures. Add photos, capture additional comments, and collect signatures from staff and supervisors to complete the visit record. Customize the checklist to your operation to strengthen compliance, guard management, and reporting.
by Colin Ray, from the CommunityDownloads: 40+Get- Template
Évaluation des risques du télétravail (COVID-19)
Ce modèle guide une évaluation complète des risques pour le travail à domicile durant la pandémie de COVID-19. Il couvre l’ergonomie du poste (chaise, écran, clavier), l’organisation de l’espace, la sécurité incendie et électrique, les glissades et chutes, le travail isolé, la manipulation manuelle, ainsi que le stress et le bien-être. Utilisez la checklist pour identifier les dangers, définir des mesures de contrôle, documenter des photos et actions correctives, et vérifier les procédures d’urgence et de communication avec le superviseur.
by Charlie Ridgway, from the CommunityDownloads: 40+Get - Template
Record of Discussion Template
This Record of Discussion template helps teams document important conversations in a consistent format. Capture site, date, and facilitator details, list who was present, and record the discussion with structured questions and answers, including comments from the colleague and the manager. Use it to document performance, coaching, or disciplinary meetings, and to agree on next steps. The template is easy to customize and share across your organization.
by Sally Taylor, from the CommunityDownloads: 40+Get - Template
Inspección mensual de armas de fuego ROP 080
Esta plantilla en español permite documentar la inspección mensual de armas de fuego para hasta 100 unidades. Incluye campos para preparado por, título del documento, número de documento, cliente o sitio, fecha y ubicación. La sección de auditoría lista cada arma por número y permite adjuntar evidencia fotográfica. Al final, el funcionario responsable puede registrar su intervención. Diseñada para organizaciones de seguridad privada y áreas de cumplimiento que requieren control y trazabilidad del armamento.
by Roque Sierra, from the CommunityDownloads: 40+Get - Template
Internal Audit - ISO 9001, 14001 and 45001
This integrated internal audit template helps organizations assess and maintain compliance with ISO 9001 (Quality), ISO 14001 (Environmental), and ISO 45001 (Occupational Health and Safety). Structure aligns to the standards, covering context of the organization, leadership and worker participation, planning and risk, support, operations, performance evaluation, and improvement. Auditors can mark status as compliant or noncompliant, log opportunities for improvement, upload evidence, and document findings for management review. Use it to run systematic audits, track corrective actions, and support certification and continual improvement across your integrated management system.
by Mark Davies, from the CommunityDownloads: 40+Get - Template
แบบฟอร์มตรวจสังเกตความปลอดภัย MSOT 2018
แบบฟอร์ม MSOT 2018 ภาษาไทยสำหรับการตรวจสังเกตความปลอดภัย SHE ในงานบริการภาคสนาม เนื้อหาครอบคลุมการรายงาน SINA นโยบายไม่ยอมรับพฤติกรรมเสี่ยง ZTP กฎทอง SHE การทำงานในที่สูง การป้องกันการลื่นสะดุดและการชน การขับขี่อย่างปลอดภัย การตรวจสภาพยานพาหนะและอุปกรณ์ฉุกเฉิน รวมถึงการแนะนำและการปรึกษาพนักงาน เหมาะสำหรับหัวหน้างานและช่างเทคนิคที่ต้องการมาตรฐานความปลอดภัยที่สอดคล้องและตรวจสอบได้
by Emily Lee, from the CommunityDownloads: 40+Get - Template
Pacifica Appliance Services Field Safety Overview v6
This field safety overview helps Pacifica Appliance Services audit engineers on-site for compliance and competence. It covers dynamic risk assessment, RAMS access, vehicle condition, site setup, customer communication, and mandatory electrical safety testing, including safe isolation, earth loop impedance, continuity, insulation resistance, and use of a two-pole indicator. The checklist verifies PPE and equipment, first aid kit, RCD, fire extinguisher, footwear, and tool condition, with photos required. It concludes with coaching notes and sign-off by auditor and engineer.
by Alan Connelly, from the CommunityDownloads: 40+Get - Template
Control diario de visitas a clientes (ROP-054)
La plantilla ROP-054 permite registrar y controlar las visitas diarias a clientes de forma organizada. Incluye campos para coordinador y mes, y para cada visita: fecha, cliente, número de visita, objetivos, resultados y observaciones. Ideal para equipos comerciales y de servicio en campo que necesitan estandarizar el seguimiento de actividades y mejorar la productividad y la trazabilidad de las interacciones con clientes.
by Alvaro Javier Martinez Escalante, from the CommunityDownloads: 40+Get - Template
Full ISO 9001, 14001 and 45001 Audit Checklist
Use this comprehensive ISO audit checklist to assess and maintain an integrated management system aligned with ISO 9001:2015, ISO 14001:2015 and ISO 45001:2018. The checklist guides auditors through context, leadership, planning, support, operations, performance evaluation and improvement, covering risk and opportunity management, environmental aspects, hazard identification, internal audits, management review and corrective action. Record findings as compliant, opportunity for improvement, minor nonconformity or major nonconformity to drive continual improvement across quality, environmental and health and safety performance. Suitable for internal, supplier and certification audit preparation.
by info turnstone, from the CommunityDownloads: 40+Get - Template
645 Probation Review Form
Finally summary of employee probation period- successfully passed, extended or terminated.
by Steph Robinson-Lundy, from the CommunityDownloads: 40+Get - Template
Places for People Landscapes Proof of Identity/ Right to Work Document Evidence
May 2018 Proof of identity to send to HR for new starters
by Kymberley Havard, from the CommunityDownloads: 40+Get - Template
Phase 3 Implementation
This document outlines the essential implementation steps for Phase 3 of gym safety protocols under TrainSafe POS guidelines. It covers critical areas including the installation of new taped white boxes, updated cleaning processes, PPE requirements, and waste disposal procedures. The guide details specific changes to facility operations, such as locker usage, vending machine modifications, and group exercise scheduling. It also addresses important operational adjustments including rota management, equipment usage protocols, and hosting procedures. The document serves as a complete checklist for fitness center managers to ensure compliance with new safety standards while maintaining efficient operations. Each section provides clear instructions and requires photographic verification for key implementations, ensuring standardized safety measures across all facilities.
by Jack Robertson, from the CommunityDownloads: 40+Get - Template
Rth-065 - Acta Citación Diligencia De Descargo - Versión 02 - Vigente Desde 30/05/2019
Acta Citación Diligencia De Descargo
by Alvaro Javier Martinez Escalante, from the CommunityDownloads: 40+Get - Template
Workplace Violence Facility Walkthrough Checklist
This workplace violence facility walkthrough checklist helps organizations evaluate security and emergency preparedness across their site. It covers threat assessment teams, emergency action plans, staff training, mass notifications, and coordination with first responders. The checklist includes sections on security personnel capabilities, entry control and visitor management, panic buttons, bag checks, and after-hours access. It also reviews perimeter fencing and gates, parking controls and barriers, building envelope hardening for doors and windows, and hazard points like hidden areas and fire alarm misuse. Finally, it assesses surveillance systems, monitoring, and recording practices to strengthen overall facility safety.
by Mike Music, from the CommunityDownloads: 40+Get - Template
Checklist de normas OSHA para oficinas
Esta checklist basada en las normas OSHA ayuda a auditar la seguridad en oficinas. Evalúe orden y limpieza, iluminación, ventilación y ergonomía; verifique sistemas eléctricos, accesos a tableros, uso de cables y equipos aprobados; revise almacenamiento y estabilidad de estanterías. Capture fotos de hallazgos, registre recomendaciones y notifique a supervisores para corrección rápida. Incluye sección de finalización con firma del inspector.
by Enablement Team, from the CommunityDownloads: 40+Get