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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
2,100 results- 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+ - Template
Cal OSHA COVID 19 Office Workspaces Checklist
This Cal OSHA COVID 19 general checklist helps office based employers put a practical safety plan in place. It covers roles and responsibilities, risk assessment, staff training, and ongoing compliance checks. The checklist includes employee self screening, masks and face coverings, hand hygiene, cleaning and disinfecting routines, and facility readiness. It also guides physical distancing, workspace reconfiguration, meeting and break management, elevator limits, telework options, and ventilation improvements to reduce transmission risks.
by SafetyCultureDownloads: 20+Get - Template
COVID-19 General Checklist for Real Estate Transactions
This COVID-19 general checklist supports real estate brokers, agents, and transaction coordinators in preventing virus spread during office work and property showings. It guides teams to establish a worksite-specific plan, train staff, conduct home self-screening, and reinforce hand hygiene and face coverings. It outlines cleaning and disinfecting protocols before and after showings, provision of sanitizer and PPE, and improved ventilation. It details physical distancing in offices and shown properties, scheduling by appointment, limiting occupancy, using virtual tours, keeping doors open to reduce touchpoints, and discouraging shared items. It promotes digital transactions, electronic distribution of materials, and contactless delivery. The checklist includes sign-off to document compliance and continuous improvement.
by SafetyCultureDownloads: 20+Get - Course
ESP- Prevención del acoso en Chicago (Empleados)
Esta capacitación de 1 hora cumple con los requisitos legales de la ciudad de Chicago para la prevención del acoso sexual y la intervención de testigos. Desarrollada en colaboración con el bufete Polsinelli, el curso guía a los empleados sobre el comportamiento esperado para fomentar un ambiente laboral respetuoso y libre de acoso. Consta de 10 lecciones breves que pueden completarse desde cualquier dispositivo, garantizando cumplimiento legal y flexibilidad. Descargo de responsabilidad: este material no constituye asesoría legal, consulte a un abogado para su situación particular.
by PolsinelliGet21 LessonsDownloads: 20+ - Template
Virginia Reopening Checklist: Personal Care Services
Use this Virginia reopening checklist to implement mandatory requirements and best practices for personal care and grooming businesses, including salons, barbershops, spas, massage and tanning centers, and tattoo shops. Guidance covers capacity limits, appointment-only services, six-foot distancing, face coverings for staff and clients, handwashing, tool and surface disinfection between clients, and maintaining a client contact log. Additional tips include removing shared items, using disposable or laundered linens, minimizing face-to-face contact, and considering touchless fixtures.
by SafetyCultureDownloads: 20+Get - Course
Delaware Harassment Prevention (Employees)
1hr Extended course for employees, this training meets the specific legal requirements for sexual harassment training in Delaware. 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 10 bite-sized lessons that your team can complete from any device. All while complying with the legal requirements regarding sexual harassment in the workplace. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention Disclaimer: This material is not intended for use as legal guidance. Please consult with a lawyer to evaluate your specific situation.
by PolsinelliGet10 LessonsDownloads: 20+ - Template
UST Release Detection Equipment Checklist
Use this underground storage tank checklist to ensure that release detection equipment are in good working order. Inspection reports are automatically stored in cloud storage for easy retrieval and to help stay compliant with the 3-year recordkeeping requirement of the EPA.
by SafetyCultureDownloads: 20+Get - Course
Welcome to SCE on EdApp!
A short course for participants of UN Women's Second Chance Education (SCE) programme. It introduces SCE's foundational courses and helps you find your way around EdApp.
by SCE GlobalGet5 LessonsDownloads: 20+ - Template
Rauchmelder Wartung Checkliste
Eine Checkliste für die Inspektion von Rauchmeldern ist ein Formular, mit dem Immobilieneigentümer oder -verwalter die Funktionssicherheit der in ihren Immobilien installierten Rauchmelder überprüfen können. Damit soll sichergestellt werden, dass die nationalen Brandschutznormen eingehalten werden. Dieses Formular für die Inspektion von Rauchmeldern kann als monatliche Inspektionscheckliste für Eigentümer/Verwalter von Immobilien dienen, wenn sie regelmäßige Inspektionen im Rahmen ihres Brandschutzinspektionsplans durchführen.
by SafetyCultureDownloads: 20+Get - Template
Modèle de feedback 360
Réalisez des évaluations à 360 degrés simples à l'aide de ce modèle de commentaires gratuit à 360° que vous pouvez télécharger et personnaliser sur SafetyCulture. Commencez à rassembler les commentaires pertinents en utilisant des sections pour chaque source de commentaires, en établissant un système de score basé sur les normes de votre organisation et en incluant une signature pour documenter correctement les sessions d'évaluation.
by SafetyCultureDownloads: 20+Get - Template
Due Diligence Checkliste
Diese Due-Diligence-Checkliste kann als Leitfaden bei der Durchführung einer Due-Diligence-Prüfung für ein Unternehmen mit Investitionspotenzial verwendet werden. Sie kann helfen, die Rentabilität und das Risiko während des Entscheidungsprozesses vor einer Fusion oder Übernahme zu bestimmen. Diese konvertierte Checkliste kann von Investoren und Beratern auf ihrem Mobilgerät verwendet werden.
by SafetyCultureDownloads: 20+Get - Template
Heat Action Plan
This digital heat action plan template provides a structured and interactive way for organizations to prepare for and respond to extreme heat conditions, ensuring workplace safety and compliance with regulations. This template ensures that preventive measures are in place, proper emergency procedures are communicated well, and safety trainings are conducted efficiently.
by SafetyCultureDownloads: 20+Get - Course
Guide de l'utilisateur final de SafetyCulture (Francais)
Votre guide pour l'application SafetyCulture! Apprenez les bases et naviguez à travers l'application et l'expérience web - de la connexion à la création d'actions, en passant par la formation et même l'apprentissage des meilleures pratiques pour effectuer des inspections hors ligne.
by SafetyCultureGet6 LessonsDownloads: 20+ - Template
COVID-19 Return to Work Sign-In Form
This return to work sign-in form helps organizations screen staff before re-entry to the workplace. It records employee and manager details, asks about COVID-19 symptoms, recent diagnosis, close contact and medical advice to self-isolate, and captures additional notes. Employees provide a signature to confirm declarations. Use as a guidance template and adapt to your policies and local regulations.
by SafetyCultureDownloads: 20+Get - Course
ESP -Prevención del acoso en EE.UU. (Supervisores)
Curso esencial de 45 minutos para supervisores que cumple con los requisitos legales de acoso sexual en la mayoría de los estados de EE. UU., incluyendo Nueva York (estado y ciudad), Delaware, Illinois, Maine, Massachusetts, Washington y Rhode Island. Desarrollado en colaboración con el bufete Polsinelli, este curso guía a los supervisores sobre el comportamiento esperado para promover un ambiente laboral respetuoso y libre de acoso. Consta de 10 lecciones breves que se pueden completar desde cualquier dispositivo, asegurando accesibilidad y cumplimiento legal. Descargo de responsabilidad: este contenido no constituye asesoría legal, consulte con un abogado para su situación específica.
by PolsinelliGet10 LessonsDownloads: 20+ - Template
Liste de contrôle PHAP
Cette liste de contrôle de Processus d'Approbation des Pièces de Production (PPAP) complète comprend des questions détaillées pour chacune des 18 directives du processus d'approbation des pièces de production - des dossiers de conception au mandat de soumission des pièces. Utilisez cette liste de contrôle PPAP prête à l'emploi pour spécifier facilement le nom et le numéro de la pièce ainsi que le niveau de soumission PPAP, capturer et stocker un nombre illimité de photos pour la documentation PPAP, vérifier les documents PPAP tels que les flux de processus, les AMDE et les plans de contrôle, attribuer des actions correctives pour les non-conformités et compléter la liste de contrôle PPAP avec une signature numérique.
by SafetyCultureDownloads: 20+Get - Template
Modèle d'analyse d'impact sur les entreprises
Évaluez l'impact et quantifiez les pertes pour vos fonctions commerciales grâce à ce modèle numérique. Apposez notre signature numérique pour confirmer l'évaluation effectuée.
by SafetyCultureDownloads: 20+Get - Template
Working Safely in Other People's Homes UK GOV Guide
UK guidance to help employers, employees, and the self-employed work safely in other people's homes. Covers COVID-19 risk assessments, protecting vulnerable people, social distancing during travel and onsite work, hygiene and cleaning protocols, handling deliveries and materials, PPE and face coverings, workforce management, communications, and safe inbound and outbound goods practices for in-home and field services.
by SafetyCultureDownloads: 20+Get - Template
Customer Feedback Form
Use this feedback form to do the following: - Understand how to improve the website experience - Find out if customers are satisfied with the online catalog - Assess the effectiveness of your order and delivery service - Ask for the email address and contact number of customers
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.
