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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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ISO 9001:2015 and ISO 45001:2018 Audit Checklist
Use this integrated ISO 9001:2015 and ISO 45001:2018 audit checklist to assess your Quality Management System and Occupational Health and Safety Management System in one workflow. Cover context and scope, leadership and policy, worker participation, planning and risk, legal requirements, objectives, support and competence, communication and documented information, operational control, hazard identification and risk reduction, procurement and contractors, emergency preparedness, performance monitoring, internal audits, management review, nonconformity, corrective action, and continual improvement. Ideal for organizations seeking certification readiness and ongoing compliance.
by info turnstone, from the CommunityDownloads: 40+Get - Template
Inventário Ambiental de Riscos (PGR)
Este modelo de Inventário Ambiental de Riscos apoia o Programa de Gerenciamento de Riscos (PGR), permitindo identificar setores, descrever atividades e condições do ambiente, reconhecer riscos ocupacionais, registrar medidas administrativas, coletivas e EPI, e planejar avaliações quantitativas de ruído e agentes químicos. Inclui campos para concluir achados, priorizar correções e evidenciar conformidade com NR 15 e demais normas. Ideal para consultorias e equipes de SST padronizarem auditorias e ações.
by Leal safety, from the CommunityDownloads: 40+Get - Template
Record of Discussion Template
This Record of Discussion template helps teams document important conversations in a consistent format. Capture site, date, and facilitator details, list who was present, and record the discussion with structured questions and answers, including comments from the colleague and the manager. Use it to document performance, coaching, or disciplinary meetings, and to agree on next steps. The template is easy to customize and share across your organization.
by Sally Taylor, from the CommunityDownloads: 40+Get - Template
Inspección mensual de armas de fuego ROP 080
Esta plantilla en español permite documentar la inspección mensual de armas de fuego para hasta 100 unidades. Incluye campos para preparado por, título del documento, número de documento, cliente o sitio, fecha y ubicación. La sección de auditoría lista cada arma por número y permite adjuntar evidencia fotográfica. Al final, el funcionario responsable puede registrar su intervención. Diseñada para organizaciones de seguridad privada y áreas de cumplimiento que requieren control y trazabilidad del armamento.
by Roque Sierra, from the CommunityDownloads: 40+Get - Template
Diagnóstico Inicial de Seguridad y Salud Ocupacional
Lista de verificación para realizar un diagnóstico inicial documentario del Sistema de Seguridad y Salud Ocupacional (SST). Permite evaluar el cumplimiento legal y la existencia de documentos clave: política de SST, reglamento interno, matriz IPERC, mapa de riesgos, plan o programa anual, y programas de capacitación e inspecciones. Incluye verificación de registros obligatorios como accidentes e incidentes, exámenes médicos, monitoreo de agentes de riesgo, inspecciones, capacitaciones, equipos de emergencia, auditorías y estadísticas. Útil para auditorías internas y preparación de certificaciones.
by Ricardo Benites, from the CommunityDownloads: 40+Get - Template
แบบฟอร์มตรวจสังเกตความปลอดภัย MSOT 2018
แบบฟอร์ม MSOT 2018 ภาษาไทยสำหรับการตรวจสังเกตความปลอดภัย SHE ในงานบริการภาคสนาม เนื้อหาครอบคลุมการรายงาน SINA นโยบายไม่ยอมรับพฤติกรรมเสี่ยง ZTP กฎทอง SHE การทำงานในที่สูง การป้องกันการลื่นสะดุดและการชน การขับขี่อย่างปลอดภัย การตรวจสภาพยานพาหนะและอุปกรณ์ฉุกเฉิน รวมถึงการแนะนำและการปรึกษาพนักงาน เหมาะสำหรับหัวหน้างานและช่างเทคนิคที่ต้องการมาตรฐานความปลอดภัยที่สอดคล้องและตรวจสอบได้
by Emily Lee, from the CommunityDownloads: 40+Get - Template
Pacifica Appliance Services Field Safety Overview v6
This field safety overview helps Pacifica Appliance Services audit engineers on-site for compliance and competence. It covers dynamic risk assessment, RAMS access, vehicle condition, site setup, customer communication, and mandatory electrical safety testing, including safe isolation, earth loop impedance, continuity, insulation resistance, and use of a two-pole indicator. The checklist verifies PPE and equipment, first aid kit, RCD, fire extinguisher, footwear, and tool condition, with photos required. It concludes with coaching notes and sign-off by auditor and engineer.
by Alan Connelly, from the CommunityDownloads: 40+Get - Template
Control diario de visitas a clientes (ROP-054)
La plantilla ROP-054 permite registrar y controlar las visitas diarias a clientes de forma organizada. Incluye campos para coordinador y mes, y para cada visita: fecha, cliente, número de visita, objetivos, resultados y observaciones. Ideal para equipos comerciales y de servicio en campo que necesitan estandarizar el seguimiento de actividades y mejorar la productividad y la trazabilidad de las interacciones con clientes.
by Alvaro Javier Martinez Escalante, from the CommunityDownloads: 40+Get - Template
Rod- 012 - Reporte Técnico - Versión 3 - Vigente Desde 26/01/2018
Control Diario De Servicio Técnicos
by Alvaro Javier Martinez Escalante, from the CommunityDownloads: 40+Get - Template
645 Probation Review Form
Finally summary of employee probation period- successfully passed, extended or terminated.
by Steph Robinson-Lundy, from the CommunityDownloads: 40+Get - Template
Places for People Landscapes Proof of Identity/ Right to Work Document Evidence
May 2018 Proof of identity to send to HR for new starters
by Kymberley Havard, from the CommunityDownloads: 40+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: 40+Get - Template
Phase 3 Implementation
This document outlines the essential implementation steps for Phase 3 of gym safety protocols under TrainSafe POS guidelines. It covers critical areas including the installation of new taped white boxes, updated cleaning processes, PPE requirements, and waste disposal procedures. The guide details specific changes to facility operations, such as locker usage, vending machine modifications, and group exercise scheduling. It also addresses important operational adjustments including rota management, equipment usage protocols, and hosting procedures. The document serves as a complete checklist for fitness center managers to ensure compliance with new safety standards while maintaining efficient operations. Each section provides clear instructions and requires photographic verification for key implementations, ensuring standardized safety measures across all facilities.
by Jack Robertson, from the CommunityDownloads: 40+Get - Template
Rth-065 - Acta Citación Diligencia De Descargo - Versión 02 - Vigente Desde 30/05/2019
Acta Citación Diligencia De Descargo
by Alvaro Javier Martinez Escalante, from the CommunityDownloads: 40+Get - Template
Checklist de normas OSHA para oficinas
Esta checklist basada en las normas OSHA ayuda a auditar la seguridad en oficinas. Evalúe orden y limpieza, iluminación, ventilación y ergonomía; verifique sistemas eléctricos, accesos a tableros, uso de cables y equipos aprobados; revise almacenamiento y estabilidad de estanterías. Capture fotos de hallazgos, registre recomendaciones y notifique a supervisores para corrección rápida. Incluye sección de finalización con firma del inspector.
by Enablement Team, from the CommunityDownloads: 40+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: 40+Get - Template
USI Worker Leave Form
To be completed by installers and office staff prior to taking time off
by Jose Sanz, from the CommunityDownloads: 40+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.