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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
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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
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
DSE Workstation Assessment Checklist
Evaluate office ergonomics and safety with this DSE Workstation Assessment. The checklist covers display screens, keyboard and mouse setup, software suitability, furniture and chair adjustments, posture and monitor height, foot support, and floor clearance. It also reviews environmental factors such as lighting, glare, temperature, air quality, and noise. Additional items address user comfort, reported issues, regular breaks from VDU work, and eyesight testing policy awareness. Use this template to identify risks, document findings, and drive corrective actions for safer, more comfortable workstations and improved compliance.
by Lee Wheatley, 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
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
Checklist des matières dangereuses
Une checklist des matières dangereuses permet aux agents de sécurité et aux premiers intervenants d'évaluer les dangers d'un incident et de déterminer l'action appropriée pour atténuer les risques. Utilisez cette checklist pour faire face aux événements sensibles au facteur temps et créez immédiatement des rapports matières dangereuses qui détaillent les variables entourant l'incident telles que la météo, les actions à prendre, les agences à contacter ; et prenez des photos de l'incident pour illustrer la situation.
by SafetyCultureDownloads: 20+Get - 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
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.