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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.
TemplateRod- 012 - Reporte Técnico - Versión 3 - Vigente Desde 26/01/2018
Control Diario De Servicio Técnicos
by Alvaro Javier Martinez Escalante, from the CommunityDownloads: 30+Get- Template
Ergonomic Assessment Checklist
Use this ergonomic assessment checklist to evaluate workstation setup and reduce musculoskeletal risks. Review chair features and adjustments including seat height, back angle, lumbar support, seat pan depth, and armrests. Check employee positioning and workstation configuration such as work surface height, customer writing surface, and clearances. Assess monitor placement, peripherals, and accessories including printers, document holders, monitor arms, and footrests. Verify keyboard tray and mouse platform presence, mounting, and adjustments, plus corner brackets where needed. Confirm ergonomic instruction or training is provided and capture employee and assessor acknowledgments. Ideal for office and customer service environments to improve comfort and productivity.
by Jeff Jones, from the CommunityDownloads: 30+Get - Template
Ergonomic Evaluation Checklist
Conduct a thorough ergonomic evaluation of computer workstations with this practical checklist. Review chair adjustments, lumbar support, footrests, and armrests; verify keyboard tray and mouse platform setup; confirm monitor height, distance, and document holder placement; and ensure employees receive ergonomic training. Use it to identify issues, improve comfort, and lower MSD risk across office environments.
by Salvatore Fama, from the CommunityDownloads: 30+Get - Template
LOGISOP: BD de Cliente para Operaciones
Plantilla en español para registrar y gestionar la hoja de vida del cliente en operaciones de seguridad y logística. Permite seleccionar zona y sector (residencial, comercial, industrial, salud, educación, hotelero, estatal), capturar datos clave del cliente y contacto (dirección, ciudad, departamento), y documentar el servicio: armamento (letal/no letal), medios de comunicación (radio/celular), cantidad de puestos y número de vigilantes. Ideal para estandarizar la información, mejorar el seguimiento operativo y coordinar recursos de RRHH y equipos de comunicación.
by Maria Isabel Matute Mendez, from the CommunityDownloads: 30+Get - Template
Post-Issue Resolution Customer Feedback
Use this post-issue resolution customer feedback checklist to capture customer details, confirm that the original issue has been fully resolved, and assess the support experience. Record whether the fix worked as expected, note any remaining problems, and evaluate timeliness, communication, and overall satisfaction. Collect comments on further improvements, recommendations, and consent, then obtain signatures to confirm acceptance of remedial works. Ideal for service and support teams to standardize follow-up and drive continuous improvement.
by Saif Maljee, from the CommunityDownloads: 30+Get - Template
Internal Audit for Integrated Management System
Conduct comprehensive internal audits of your Integrated Management System with this structured checklist. Plan the audit scope, context, and interested parties; review policies, procedures, and prior reports; and align to ISO 9001, ISO 14001, ISO 45001, and ISO 27001. Capture audit methods, documents reviewed, and evidence; evaluate leadership, risk management, training, planning, HSE and environmental controls, document control, waste management, customer focus, cybersecurity, and change management. Record findings with NCRs and OFIs, assign owners and clause references, update action and audit registers, and review key performance metrics.
by SHEQ Management, from the CommunityDownloads: 30+Get - Template
NZ COVID-19 Level 3 Daily Work Checklist
This NZ COVID-19 Level 3 work checklist helps team and site leaders verify daily compliance with legal health measures. It covers workplace hygiene and sanitation, availability of soap, hand drying, and alcohol-based sanitiser, physical distancing between employees and groups, customer interactions, site visits, travel and public transport exposure, and comprehensive health screening for symptoms and recent contacts. The form includes daily acknowledgment and signature to confirm accurate reporting, supporting safe operations and regulatory compliance.
by David Mahony, from the CommunityDownloads: 30+Get - Template
Jci Ehs- / Sgu- Inspektionen Einsatzort/ Kundendienstwagen
Fb 9.2-01, Cl-7.1/F (Tw), Cl-8.1-1/E (Total), 08.05.2019, Index 0154 - Vers: 16
by Tobias Krogull, from the CommunityDownloads: 30+Get - Template
SGP Casual Issues Management Checklist
This SGP Casual Issues Management checklist supports HR and compliance teams in assessing labor and outsourcing practices. It covers Indonesian regulatory requirements such as company establishment deeds, SIUP business license, TDP registration, tax registration, Disnaker permits for contracting, and police permits for security providers. It verifies that outsourcing contracts are aligned with reported work, employment contracts are valid, registered, and provided to workers, wage and benefits policies are updated and communicated, worker documentation is complete, and there is no discriminatory practice. Ideal for suppliers and contractors conducting internal self assessments.
by Zahrah Ratna Sari, from the CommunityDownloads: 30+Get - Template
Inspección de ergonomía en oficinas
Plantilla en español para evaluar la ergonomía de puestos de trabajo en oficinas. Incluye verificaciones de altura y distancia del monitor, control de reflejos, ubicación y movilidad de teclado y mouse, ajustes de la silla y respaldo, ángulo de postura, altura de mesa, estabilidad y ruedas, apoyabrazos y accesorios. Facilita registrar hallazgos, firmas del inspector y del médico ocupacional, y generar recomendaciones como soporte de monitor, ordenamiento de cables, cambio de silla, aro apoya pies, mouse pad y atril para documentos. Diseñada para reducir riesgos disergonómicos y mejorar la seguridad y comodidad del colaborador.
by Natalie Boza, from the CommunityDownloads: 30+Get - Template
GOP-002 Consignas Específicas (Versión 6)
La plantilla GOP-002 de Consignas Específicas ayuda a documentar instrucciones operativas y responsabilidades, con campos para actualización, vigencia, cliente, ubicación y contenido. Incluye secciones para elaborar, revisar y aprobar por coordinador de operaciones, representante del cliente y director de operaciones, además de espacio para adjuntar evidencias. Útil para estandarizar procesos y asegurar trazabilidad.
by Alvaro Javier Martinez Escalante, from the CommunityDownloads: 30+Get - Template
Constancia de entrega y recepción de elementos
Este formato de constancia permite registrar la entrega y recepción de elementos para uso corporativo y como EPP en puestos de vigilancia y seguridad. Incluye campos para fecha, ubicación, responsable, detalle de cada elemento, cantidad, estado, observaciones y firmas de quien entrega y recibe. Establece responsabilidades sobre uso, cuidado, mantenimiento, devolución en óptimas condiciones y reposición por pérdida. Ideal para empresas de seguridad privada, mantenimiento y operaciones que requieren control de inventario, trazabilidad y cadena de custodia de equipos y uniformes.
by Operaciones SJ Seguridad, from the CommunityDownloads: 30+Get - Template
ISO 9001 Interne Systemaudit Checkliste
Diese deutschsprachige ISO 9001:2015 Checkliste unterstützt interne Systemaudits im Qualitätsmanagement. Sie führt strukturiert durch die Normabschnitte 4–10, darunter Kontext der Organisation, Führung, Planung, Unterstützung, Betrieb, Leistungsbewertung und Verbesserung. Prüfpunkte decken u. a. Prozesse, Risiken und Chancen, Qualitätsziele, dokumentierte Informationen, Ressourcen, Entwicklung, Lieferantensteuerung, Produktion/Dienstleistungserbringung, Umgang mit Nichtkonformitäten und Korrekturmaßnahmen ab. Ideal für QM-Beauftragte und Auditoren zur Vorbereitung, Durchführung und Nachverfolgung interner Audits inklusive Bewertungsskalen und Nachweisführung.
by Tomas Hrozek, from the CommunityDownloads: 30+Get - Template
Health and Safety Induction Training Checklist
Use this health and safety induction training checklist to brief new employees, contractors, and agency workers on essential workplace requirements. It covers job introduction, legal duties, safe systems of work, emergency procedures, manual handling, hazardous substances, PPE, housekeeping, and equipment safety. Managers can record training details and obtain manager and employee signatures to confirm understanding. Based on UK guidance, this digital checklist helps standardize onboarding and verify compliance across teams.
by Linda Coetzee, from the CommunityDownloads: 30+Get - Template
Liste de contrôle de l'audit OHSAS 18001
Ce modèle de liste de contrôle OHSAS 18001 aide les responsables SST à évaluer la conformité de leur système de management de la santé et sécurité au travail. Il couvre la politique SST, la planification, l'identification des dangers et l'évaluation des risques, les exigences légales, les objectifs et programmes, le contrôle opérationnel, la préparation et la réponse aux urgences, la mesure des performances, les actions correctives et préventives, l'audit interne et la revue de direction. Utilisez-le pour repérer les écarts, prioriser les actions et préparer votre organisation à une certification par tierce partie.
by iAuditor Staff (FR), from the CommunityDownloads: 30+Get - Template
Inspección de Pausas Activas (FSSIG519)
Plantilla en español para inspeccionar y documentar pausas activas en el entorno laboral conforme al código FSSIG519 (Versión V1, vigente desde 15/10/24). Incluye datos del empleador y sede, selección del tipo de unidad laboral (pecuario, industrial, administrativo), registro del centro de trabajo/área y evidencias fotográficas de mensajes de seguimiento. Establece requerimientos de fotografías semanales por tipo de unidad, y secciones de cierre con nombre del inspector y firma del médico ocupacional. Diseñada para fortalecer el bienestar laboral, la ergonomía y el cumplimiento de programas de pausas activas en diversas organizaciones.
by Natalie Boza, from the CommunityDownloads: 30+Get - Template
5 Keys to a Successful SafetyCulture Trial
Plan a successful SafetyCulture trial with this actionable checklist. Define success criteria and objectives, invite and align your team, set a clear trial timeline with milestones, prepare your account, templates, and support resources, and plan next steps based on results. Use analytics to review performance, export and share the plan, and decide on rollout or enterprise options.
by Thomas Granter, from the CommunityDownloads: 30+Get - Template
AvivaDSE Workstation Assessment
Use this AvivaDSE Workstation Assessment to evaluate display screen equipment and office ergonomics for employees. The template guides assessors through setup and usage details such as computer type, way of working, duration of use, number of screens, and handedness. It covers sections for display screen, keyboard, mouse, regular breaks, chair, desk, environment, eyesight, and medical issues, each with risk ratings and comments. Add photos, notes, and corrective actions, assign owners and due dates, capture digital signatures, and export the final report.
by Catherine Butterworth, from the CommunityDownloads: 30+Get - Course
Chicago Harassment Prevention (Employees)
1hr Extended course for employees, meets the specific legal requirements for sexual harassment training in the city of Chicago. Additionally, this course also includes the annual bystander intervention training required by law in Chicago. We've partnered with American law firm, Polsinelli, to create a course that helps employees know what behavior is expected from them to create a harassment-free workplace and a workplace of respect. It includes over 20 bite-sized lessons that your team can complete from any device. All while complying with the legal requirements regarding sexual harassment in the workplace. Disclaimer: This material is not intended for use as legal guidance. Please consult with a lawyer to evaluate your specific situation. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention
by PolsinelliGet21 LessonsDownloads: 20+ - Course
Record-keeping and Pay Slips (AU)
As an employer, you have the responsibility to practise proper record-keeping and pay slip issuance practices. This course will help you increase your understanding of your obligations under the Fair Work Act through practical scenarios about common record-keeping and pay slip issues. By the end of this course, you will be aware of what employment records and pay slips are as well as the importance of following legal guidelines in maintaining and providing them for your employees. (Last updated: February 2025)
by SafetyCultureGet17 LessonsDownloads: 20+ - Template
New York Reopening - NY Forward Safety Plan Template
New York-based businesses or entities can use this Safety Plan template, based from New York Forward, to outline how their workplaces will implement measures to prevent the spread of COVID-19. Use this template to plan for safe reopening, document evidence of compliance through photos and notes, and enable digital sign-offs for approval. As per the New York City government, this plan does not need to be submitted to a state agency for approval but must be retained on the premises of the business and must made available to the New York State Department of Health (DOH) or local health or safety authorities in the event of an inspection.
by SafetyCultureDownloads: 20+Get - Template
Liste de contrôle pour l'intégration des nouveaux employés
Cette liste de contrôle d'intégration des nouveaux employés permet de rassembler les documents d'intégration des nouveaux employés. Vérifiez si tous les processus d'intégration ont été effectués (préparation du poste de travail de l'employé et des outils d'accès, orientation sur les politiques de la société, assiduité, conduite de l'employé, attentes du poste, mesures de sécurité et remise du manuel de l'employé). Le responsable RH et le nouvel employé doivent tous deux signer le formulaire de nouvelle embauche.
by SafetyCultureDownloads: 20+Get - Template
Retail Security Checklist
Ensure your store stays safe and secure with this comprehensive retail security checklist designed to prevent theft, protect assets, and enhance operational efficiency. Covering key areas like surveillance, employee protocols, and emergency response, this checklist helps retailers identify risks and implement effective security measures.
by SafetyCultureDownloads: 20+Get