Template

Record of Conversation

by Richard Edmondson, from the Community

30+

This free Record of Conversation template helps teams document important workplace discussions and interviews. Capture interviewer and interviewee names and positions, others present, the date, and interview type such as face to face or telephone. Record key conversation notes, acknowledgements, and comments, then confirm outcomes with employee and manager signatures. Ideal for transport and logistics operations and adaptable to other industries to support clear, auditable communication.

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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
LSM Record of Conversation Template 2023
Use this LSM Record of Conversation template to document HR-related discussions with employees, supervisors, or security staff. Record the employee name, date, location, attendees, purpose of the meeting, issues discussed, agreed outcomes, actions advised, and next steps. Include signatures from the guard or employee and the supervisor or manager to acknowledge the conversation. This form helps maintain accurate, compliant records for performance management, conduct, and workplace investigations.
by Aldiket Shkurti, from the Community
Downloads: 0
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Template
Observation / Conversation Record
This free Observation and Conversation Record template helps teams capture on-site observations and related discussions in one place. Log the date, location, who observed, and whether it is an observation or conversation. Describe the event, mark compliance status, attach photos, capture who the discussion is with, record key discussion points, and flag any follow-up actions required. Includes signature capture and space for further comments to support clear accountability and action tracking across operations, including agricultural workflows.
by Tim Rees, from the Community
Downloads: 0
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Template
Higgins Contractors Ltd - Safety Conversation Guide
Safety Conversation
by Melannie Murray, from the Community
Downloads: 30+
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Template
NPE-Tech Safety Conversation Checklist
Use this Safety Conversation checklist to guide field discussions across electrical servicing, fire servicing, civil works, networks, and streetlighting. Capture job details, location, and conversation number, then review critical risk activities such as driving, working at height, near live electricity, mobile plant, hazardous substances, working around others, traffic, underground services, manual handling, cranes and lifting, working alone, and confined spaces. Record site controls, improvement opportunities, comments, and obtain participant sign-off.
by Erika Pitout, from the Community
Downloads: 30+
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LSM Record of Conversation Template 2023

Use this LSM Record of Conversation template to document HR-related discussions with employees, supervisors, or security staff. Record the employee name, date, location, attendees, purpose of the meeting, issues discussed, agreed outcomes, actions advised, and next steps. Include signatures from the guard or employee and the supervisor or manager to acknowledge the conversation. This form helps maintain accurate, compliant records for performance management, conduct, and workplace investigations.

by Aldiket Shkurti, from the Community

Get

Template

Observation / Conversation Record

This free Observation and Conversation Record template helps teams capture on-site observations and related discussions in one place. Log the date, location, who observed, and whether it is an observation or conversation. Describe the event, mark compliance status, attach photos, capture who the discussion is with, record key discussion points, and flag any follow-up actions required. Includes signature capture and space for further comments to support clear accountability and action tracking across operations, including agricultural workflows.

by Tim Rees, from the Community

Get

Template

Higgins Contractors Ltd - Safety Conversation Guide

Safety Conversation

by Melannie Murray, from the Community

30+

Get

Template

NPE-Tech Safety Conversation Checklist

Use this Safety Conversation checklist to guide field discussions across electrical servicing, fire servicing, civil works, networks, and streetlighting. Capture job details, location, and conversation number, then review critical risk activities such as driving, working at height, near live electricity, mobile plant, hazardous substances, working around others, traffic, underground services, manual handling, cranes and lifting, working alone, and confined spaces. Record site controls, improvement opportunities, comments, and obtain participant sign-off.

by Erika Pitout, from the Community

30+

Get

Record of Conversation

About author

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LSM Record of Conversation Template 2023

Observation / Conversation Record

Higgins Contractors Ltd - Safety Conversation Guide

NPE-Tech Safety Conversation Checklist

You might also like

LSM Record of Conversation Template 2023

Observation / Conversation Record

Higgins Contractors Ltd - Safety Conversation Guide

NPE-Tech Safety Conversation Checklist