Template

Asset Service Request and Record Template

by Andrew Moar, from the Community

This Asset Service Request and Record template streamlines maintenance and repair jobs from initial request to resolution. Capture job or PO numbers, requester details, and precise location of the issue. Document the actual fault with photos, note immediate safety concerns, and assess likelihood of incident or further damage. Record notifications and escalation steps, apply and describe temporary fixes, and itemize required materials. Track hours taken and outline what is needed to fully resolve the issue. Suitable for facilities teams and trades such as plumbers, electricians, and carpenters managing asset service dockets across sites.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Maintenance Request Form
Use this Maintenance Request Form to standardize how maintenance issues are reported and resolved across your sites. The template helps requesters log priority, date, requester details, and location, attach photos and describe the issue, specify the nature of work required and the tradesperson needed, and route the request for approval. Supervisors can assign the job, record completion details, and sign off for closure, creating clear accountability and a complete audit trail.
by Lara Meyer, from the Community
Downloads: 10+
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Template
Scoping Sheet Template
Use this scoping sheet to plan and document maintenance or small construction jobs from request to sign-off. Record site, date, preparer, work request number, job description, priority and photo references. Capture temporary repair needs to keep plant running, outline job steps and whether they require shutdown, and list trades and hours. Specify required parts and materials, equipment, and cleanup tasks. Verify isolation points are accessible, note asset numbers, and attach photos for clarity. Finish with a digital signature and easily export your report as PDF, Word, Excel, or web link.
by Justin Vaughan, from the Community
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Template
Yearly Asset Inspection and Service Checklist
Standardize your annual asset maintenance with this easy-to-use Yearly Asset Inspection and Service checklist. Capture key asset details including make, model, and serial number; confirm the asset is free of damage; verify all parts, cables, and tools are accounted for; attach reference photos; and document whether external service or repair is required. Conclude with compliance verification and inspection sign-off to confirm the asset is safe to use. Ideal for maintenance teams across manufacturing, facilities, utilities, and construction.
by Liam Daniels, from the Community
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Template
Service Docket Template
Use this Service Docket template to record job details from field service visits. Capture client and asset owner, location, work order number, actual issue or fault, description of works, hours, and materials used. Include safety checkpoints such as PPE usage, SWMS requirements, and site readiness before work begins. Document whether the fault was resolved or if further works are required, attach photos or notes, and collect attendee names, dates, signatures, and approvals. Ideal for trades, maintenance, and construction teams.
by Andrew Moar, from the Community
Downloads: 10+
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Asset Service Request and Record Template

About author

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Maintenance Request Form

Scoping Sheet Template

Yearly Asset Inspection and Service Checklist

Service Docket Template

You might also like

Maintenance Request Form

Scoping Sheet Template

Yearly Asset Inspection and Service Checklist

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