Template

Site Notes Template

by Josh Kirk, from the Community

Capture consistent site meeting notes across facilities operations. This template covers M and E and helpdesk ticket updates, cleaning audits and changes, client activities and growth opportunities, superior landlord and common area issues, and health and safety compliance. Track supplier safety spot checks, cleaning audits, and quarterly inspections, then store the completed notes in your site SharePoint.

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

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
M and E Audit Checklist
This M and E audit template helps facilities teams conduct mechanical and electrical inspections across a site. It guides users to capture site details, check lighting conditions, list lamps out or damage, document mechanical issues and works completed, perform portable appliance testing PAT, and confirm fire extinguisher servicing and engineer contact. The checklist prompts for photos, locations, and notes, and ends with a declaration including date, operative name, and signature. Use it to standardize M and E audits and ensure records are submitted promptly.
by Myles Lomas, from the Community
Downloads: 10+
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Template
Construction Site Inspection Template NWGM
This construction site inspection template helps site managers and contractors standardize safety checks across documentation, site conditions, and specific hazards. Cover essentials such as induction and training records, permits to work, emergency procedures, welfare facilities, access and egress, signage, lighting, storage, and public protection. Assess equipment and activities including lifting equipment, plant and tools, scaffolding, electrical systems, dust and noise exposure, vibration, manual handling, and confined spaces. Capture photos, notes, actions, and scores, then generate clear reports. Customize the checklist to your project and use it for regular audits to improve compliance and safety performance.
by Matt McAllen, from the Community
Downloads: 0
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Template
Housekeeping Report Template
Use this housekeeping report template to plan and record daily housekeeping tasks across your site. Track floor, glass, washroom, and outside cleaning, verify staff grooming standards, and log completed work. Capture staff attendance, training activities, and register checks, then collect client feedback to drive improvements. Schedule weekly site visits and monthly reviews to maintain consistent quality and compliance. Ideal for facilities, property services, and contract cleaning teams.
by Handiman Services, from the Community
Downloads: 0
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Template
Operations Client Health and Safety Inspection
This operations client health and safety inspection template helps construction teams assess site compliance and conditions. Verify F10 and health and safety plans, method statements and risk assessments, and asbestos information. Check first aid and welfare facilities, PPE use, housekeeping, electrical tools at 110v, lighting, and COSHH controls. Record subcontractor training and inductions, toolbox talks, and HEPA vacuum certificates. Capture work quality notes, photos, and signatures to resolve issues and improve safety.
by Emma Bolton, from the Community
Downloads: 0
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M and E Audit Checklist

This M and E audit template helps facilities teams conduct mechanical and electrical inspections across a site. It guides users to capture site details, check lighting conditions, list lamps out or damage, document mechanical issues and works completed, perform portable appliance testing PAT, and confirm fire extinguisher servicing and engineer contact. The checklist prompts for photos, locations, and notes, and ends with a declaration including date, operative name, and signature. Use it to standardize M and E audits and ensure records are submitted promptly.

by Myles Lomas, from the Community

10+

Get

Template

Construction Site Inspection Template NWGM

This construction site inspection template helps site managers and contractors standardize safety checks across documentation, site conditions, and specific hazards. Cover essentials such as induction and training records, permits to work, emergency procedures, welfare facilities, access and egress, signage, lighting, storage, and public protection. Assess equipment and activities including lifting equipment, plant and tools, scaffolding, electrical systems, dust and noise exposure, vibration, manual handling, and confined spaces. Capture photos, notes, actions, and scores, then generate clear reports. Customize the checklist to your project and use it for regular audits to improve compliance and safety performance.

by Matt McAllen, from the Community

Get

Template

Housekeeping Report Template

Use this housekeeping report template to plan and record daily housekeeping tasks across your site. Track floor, glass, washroom, and outside cleaning, verify staff grooming standards, and log completed work. Capture staff attendance, training activities, and register checks, then collect client feedback to drive improvements. Schedule weekly site visits and monthly reviews to maintain consistent quality and compliance. Ideal for facilities, property services, and contract cleaning teams.

by Handiman Services, from the Community

Get

Template

Operations Client Health and Safety Inspection

This operations client health and safety inspection template helps construction teams assess site compliance and conditions. Verify F10 and health and safety plans, method statements and risk assessments, and asbestos information. Check first aid and welfare facilities, PPE use, housekeeping, electrical tools at 110v, lighting, and COSHH controls. Record subcontractor training and inductions, toolbox talks, and HEPA vacuum certificates. Capture work quality notes, photos, and signatures to resolve issues and improve safety.

by Emma Bolton, from the Community

Get

Site Notes Template

About author

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M and E Audit Checklist

Construction Site Inspection Template NWGM

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Operations Client Health and Safety Inspection

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M and E Audit Checklist

Construction Site Inspection Template NWGM

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