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Professional Services
Browse professional services templates, checklists, and training courses for process management, workplace safety, and compliance checks. Help your teams follow best practices, keep standards consistent, and manage daily work more efficiently across the workplace.
Browse Professional Services
2,099 results- 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
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
Management of Change Form Template
A management of change form needs to be signed by all signatories to confirm approval of change/s being implemented. It also contains a list which confirms documentation of changes.
by Melissa Foran, from the CommunityDownloads: 30+Get - Template
Checklist de Gap Analysis ISO 37001
Este checklist de Gap Analysis ISO 37001 auxilia organizações a avaliar o atendimento aos requisitos da ABNT NBR ISO 37001:2017. Aborda contexto da organização, liderança, planejamento, apoio, operação, due diligence, controles financeiros e não financeiros, comunicação, avaliação de desempenho, auditorias internas, análise crítica e melhoria contínua. Ideal para identificar lacunas, riscos de suborno e definir ações de melhoria para implantar ou aprimorar um Sistema de Gestão Antissuborno eficaz.
by Rogério Silva, 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
Avaliação Ergonômica Preliminar AEP NR-17
Modelo em português para conduzir a Avaliação Ergonômica Preliminar AEP conforme a NR-17. O checklist orienta a verificação de postura, mobiliário, alcance, alternância postural, movimentos repetitivos, esforço físico, ruído, temperatura, iluminação, organização do local, uso de EPIs e treinamentos. Pode ser aplicado em empresas de diferentes portes e setores, registrando achados e definindo planos de ação. Quando identificadas não conformidades, apoia a decisão de realizar uma Análise Ergonômica do Trabalho AET e a integração dos resultados ao PGR, promovendo bem-estar e prevenção de lesões ocupacionais.
by Athynna Fendt, from the CommunityDownloads: 30+Get - Template
Internal Audit for ISO 9001, 14001 and 45001
This internal audit template supports integrated management system audits across ISO 9001 (quality), ISO 14001 (environment), and ISO 45001 (occupational health and safety). It guides auditors through core clauses including context, leadership and worker participation, planning, support, operation, emergency preparedness and response, performance evaluation, internal audit programs, management review, nonconformities, corrective actions, and continual improvement. Use it to define scope, verify compliance obligations, assess hazards and environmental aspects, evaluate objectives and controls, and document findings to drive compliance and continual improvement.
by Paul Webber, from the CommunityDownloads: 30+Get - Template
Time and Attendance Sign-In/Out Sheet
Use this basic time and attendance sign-in/out sheet to track employee hours for a full week. Capture start and finish times, breaks, signatures, and expenses from Monday to Sunday. Ideal for teams needing a simple timesheet for payroll and compliance, it helps standardize workforce recordkeeping across shifts and locations.
by Mike Wall, 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 - 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 - Course
Expanding and Diversifying Online Communities
Does your online community welcome differences and diversity? Growing your group and making it inclusive is a challenging yet essential task. This course will equip you with tools and strategies to make your groups bigger and more diverse!
by Search For Common Ground EMEAGet18 LessonsDownloads: 20+ - Template
Vorlage für eine allgemeine Bedarfsanalyse
Verwenden Sie diese Vorlage zur Bedarfsanalyse während des Projektplanungsprozesses, um dem Team ein besseres Verständnis der wirtschaftlichen, sozialen und umweltbezogenen Faktoren zu vermitteln, die sich auf das Projektergebnis auswirken können. Diese Vorlage ist speziell auf Projekte von gemeinnützigen Organisationen ausgerichtet, kann aber an die Bedürfnisse verschiedener Organisationen angepasst werden.
by SafetyCultureDownloads: 20+Get - Template
Vorlage für 8D Berichte
Eine Vorlage für einen 8D-Bericht wird verwendet, um eine umfassende Ursachenanalyse auf der Grundlage der 8 acht obligatorischen Disziplinen der Problemlösung zu dokumentieren, die früher als teamorientierte Problemlösung bekannt war. 8D-Teams können mit Hilfe dieser Vorlage leicht einen detaillierten Bericht erstellen.
by SafetyCultureDownloads: 20+Get - Template
Formulaire de coaching des employés
Ce formulaire d'accompagnement individuel d'un employé vous permet d'effectuer un accompagnement avec vos subordonnés directs, de documenter les zones de préoccupation ou les observations et de noter les actions convenues. Vous pouvez sélectionner la ou les préoccupations possibles dans la liste déroulante et fournir des notes pour la description. Terminez le coaching avec la signature de l'employé et du responsable ou du manager. Utilisez SafetyCulture pour transmettre des modèles de coaching à d'autres responsables et limiter l'accès et les autorisations de modification si nécessaire.
by SafetyCultureDownloads: 20+Get - Template
Vorlagen für Arbeitsaufträge
Eine Arbeitsauftragsvorlage wird verwendet, um Arbeitsanfragen zu dokumentieren und an zuständige Techniker weiterzuleiten, damit diese die erforderlichen Arbeiten vor Ort ausführen können. Die Vorlage dient dazu, alle relevanten Informationen wie die Art der benötigten Arbeit, die erforderlichen Ressourcen sowie die geschätzten Kosten für die Durchführung eines Projekts oder einer Anfrage zu erfassen. Für eine effektive Nutzung der Vorlage sollte der Arbeitsauftrag oder die Anfrage klar beschrieben werden. Zudem sollten wichtige Angaben wie Name, Adresse und Kontaktdaten des Kunden enthalten sein. Es ist notwendig, die anstehenden Aufgaben sowie den Materialbedarf und die Kosten genau darzustellen. Vor dem Versand des Auftrags sollten die Aufgaben den Außendiensttechnikern zugewiesen werden. Abschließend muss der Arbeitsauftrag validiert werden, indem vor Beginn der Arbeiten die elektronische Unterschrift des Kunden eingeholt wird.
by SafetyCultureDownloads: 20+Get - Template
Vérification des systèmes de ventilation
La liste de contrôle de la ventilation permet aux équipes des installations d'évaluer les performances et le fonctionnement des systèmes de ventilation.
by SafetyCultureDownloads: 20+Get - Course
ESP-Prevención del acoso en California (Supervisores)
Curso avanzado de 2 horas para supervisores, esta capacitación cumple los requisitos legales específicos para la capacitación sobre acoso sexual en California. Nos asociamos con el bufete de abogados estadounidense Polsinelli para crear un curso que ayude a los empleados a saber qué comportamiento se espera de ellos para crear un lugar de trabajo libre de acoso y donde predomine el respeto. El curso incluye 10 lecciones cortas que su equipo puede completar desde cualquier dispositivo. Todo ello cumpliendo con los requisitos legales relacionados al acoso sexual en el lugar de trabajo. Obtenga más información sobre nuestro curso de prevención del acoso en nuestra página de preguntas frecuentes (FAQ): https://support.edapp.com/us-harassment-prevention. Descargo de responsabilidad: Este material no pretende servir de orientación jurídica. Consulte con un abogado para evaluar su situación específica.
by PolsinelliGet17 LessonsDownloads: 20+
Practical safety and quality resources for professional services
Create clarity around expectations and reduce risk across your organization with ready-to-use professional services training, templates, and checklists. SafetyCulture’s Content Library gives managers easily accessible courses and inspection tools, so teams can follow the same standards without relying on scattered documents or manual processes.
Showcase business and corporate proficiency
These resources help teams respond to people and safety issues faster by providing clear guidance when it matters most. They also support consistent expectations around behavior, communication, and safe work practices, even as teams grow or change. By keeping training, reporting, and documentation in one place, managers get better visibility and can stay on top of what’s happening across their teams.
Here are a few ways these resources support day-to-day operations:
Create safer, more respectful workplaces with harassment prevention training that helps employees recognize concerns and report them early.
Strengthen collaboration with effective communication courses that support clearer expectations, better feedback, and fewer misunderstandings.
Support fair, consistent practices through diversity and inclusion training that improves communication and team culture.
Document and follow up on issues using incident report form templates that capture key details and support next steps.
Reduce risk with job safety templates that help teams identify hazards, set controls, and follow safe work practices.
All resources are fully digital and easy to adapt to your workflows. When used within the SafetyCulture platform, they also help you track completion, maintain visibility, and reinforce a strong safety and quality culture across your organization.