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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
2,103 results- Template
Inspección de ergonomía en oficinas
Plantilla en español para evaluar la ergonomía de puestos de trabajo en oficinas. Incluye verificaciones de altura y distancia del monitor, control de reflejos, ubicación y movilidad de teclado y mouse, ajustes de la silla y respaldo, ángulo de postura, altura de mesa, estabilidad y ruedas, apoyabrazos y accesorios. Facilita registrar hallazgos, firmas del inspector y del médico ocupacional, y generar recomendaciones como soporte de monitor, ordenamiento de cables, cambio de silla, aro apoya pies, mouse pad y atril para documentos. Diseñada para reducir riesgos disergonómicos y mejorar la seguridad y comodidad del colaborador.
by Natalie Boza, from the CommunityDownloads: 40+Get - Template
Management Security Audit Checklist
Ensure your on-site security service meets agreed standards with this management security audit checklist. Review staffing, uniforms, licensing, training records, and control room operations. Verify key logs, visitor logs, permits to work, and patrol response times. Assess documentation quality, incident and accident reporting, risk assessments, SLAs and KPIs, staff rotas, and appraisals. Capture guest service feedback, communication practices, and health and safety compliance. Confirm equipment suitability and maintenance, record actions taken, and attach photographic evidence and signatures.
by Sally Taylor, from the CommunityDownloads: 40+Get - Template
Checklist do Licenciado Templum
Checklist em português para acompanhamento do licenciado Templum. Abrange operação geral, finanças (boletos, carteiras e processos), relacionamento e canais, vendas (materiais, capacitação e práticas), gestão por indicadores e feedback, além de infraestrutura do escritório e equipamentos. Inclui verificação de acessos à plataforma e PRM, treinamentos nas normas ISO (9001, 14001, OHSAS 18001, PBQP-H) e padronização de comunicações. Ideal para auditorias internas e padronização da rede de licenciados.
by Rubens, from the CommunityDownloads: 40+Get - Template
Consultoria People Map de RRHH y Operaciones
Plantilla de auditoria para Consultoria People Map enfocada en gestion de personal y operaciones de una unidad de negocio. Verifica dotacion y headcount vs contrato, control de entradas y salidas, induccion, capacitacion, evaluacion de desempeno, cuadro de turnos y rotacion equitativa. Controla horas extra segun ley, vacaciones, incapacidades, ausentismo y metas de rotacion. Incluye manejo disciplinario, reporte de nomina, entrega de dotacion, divulgacion de bienestar, equipos estrella, cinco reglas de oro y Speak Up. Considera requisitos a terceros, encuesta de clima laboral y necesidades de formacion.
by Juliana Florez, from the CommunityDownloads: 40+Get - Template
DSE Workstation Assessment Checklist
Evaluate office ergonomics and safety with this DSE Workstation Assessment. The checklist covers display screens, keyboard and mouse setup, software suitability, furniture and chair adjustments, posture and monitor height, foot support, and floor clearance. It also reviews environmental factors such as lighting, glare, temperature, air quality, and noise. Additional items address user comfort, reported issues, regular breaks from VDU work, and eyesight testing policy awareness. Use this template to identify risks, document findings, and drive corrective actions for safer, more comfortable workstations and improved compliance.
by Lee Wheatley, from the CommunityDownloads: 40+Get - Template
Time and Attendance Sign-In/Out Sheet
Use this basic time and attendance sign-in/out sheet to track employee hours for a full week. Capture start and finish times, breaks, signatures, and expenses from Monday to Sunday. Ideal for teams needing a simple timesheet for payroll and compliance, it helps standardize workforce recordkeeping across shifts and locations.
by Mike Wall, from the CommunityDownloads: 40+Get - Template
Plantilla de lista de comprobación para el desarrollo de productos
Esta es una lista de verificación de uso general que le guiará a través del proceso de desarrollo de un producto. Le animará a pensar profundamente sobre su producto, su propósito y el objetivo que desea lograr.
by SafetyCultureDownloads: 30+Get - Template
Rapport d'audit clinique
Cette liste de contrôle d'audit clinique prête à l'emploi permet d'identifier facilement le responsable de l'audit clinique, les membres du comité et les parties prenantes, d'évaluer la préparation et la planification, la sélection des normes / critères, la mesure de la performance, la mise en œuvre des changements et le maintien des améliorations, de documenter l'audit clinique avec des photos et des commentaires supplémentaires, d'envoyer des notifications en temps réel des tâches à faire ou des actions correctives, et de terminer le rapport d'audit clinique avec des signatures numériques.
by SafetyCultureDownloads: 30+Get - Template
Business Resumption Plan Template Checklist for Retail Stores
This business resumption plan for retail stores can help retail chain operators put measures in place to ensure the safe reopening of their stores. Use this customizable template to help managers inspect store facilities, take photo evidences of completed actions, and assign tasks to store personnel.
by SafetyCultureDownloads: 30+Get - Template
CHECK LIST AUTOELEVADORES
Explore la lista de comprobación de carretillas elevadoras diseñada para garantizar el cumplimiento, mejorar la eficacia y fomentar la seguridad en sus operaciones.
by SafetyCultureDownloads: 30+Get - Template
Patrol Evaluation Checklist
A patrol evaluation checklist is used by unit leaders to evaluate the performance of a patrol officer. It helps to assess if the critical patrolling steps, techniques, and procedures were followed and applied at the workplace.
by SafetyCultureDownloads: 30+Get - Course
Fast Track Your Impact
In Fast Track Your Impact, racing pit crew coach and Chief Culture Officer at Trackhouse Racing, Shaun Peet, shares powerful lessons on mindset, leadership, and performance. Discover the significance of your arrival mindset, the value of efficiency, how to embrace failure quickly, and the importance of leading from the middle to drive success in any role.
by Trackhouse RacingGet5 LessonsDownloads: 30+ - Template
Modelo de plano de continuidade de negócios
Prepare os procedimentos de emergência para riscos usando este modelo de plano de continuidade de negócios. Identifique o âmbito de aplicação, funções dos negócios em risco e delineie tarefas e responsabilidades da equipe designada.
by SafetyCultureDownloads: 30+Get - Template
Victoria Workplace COVID-19 Safety Checklist
Use this checklist to keep workers safe and limit the spread of COVID-19 across Victorian workplaces. It covers working from home guidance, physical distancing, hygiene and cleaning procedures, symptom monitoring, business continuity planning, and mask requirements. Adapt the steps to your site, communicate updates to staff, and document sign-off.
by SafetyCultureDownloads: 30+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: 30+Get - Course
California Harassment Prevention (Supervisors)
Advanced course for supervisors, this training is intended to meet the legal requirements for sexual harassment prevention training in California. We've partnered with American law firm, Polsinelli, to create a course that helps supervisors know what behavior is expected from them to create a harassment-free workplace and a workplace of respect. It includes 17 bite-sized lessons that your team can complete from any device. Disclaimer: This material is provided for educational purposes only and is not intended for use as legal guidance. Please consult with a lawyer to evaluate your specific situation and whether this training complies with any applicable legal obligations. Learn more about our Harassment Prevention course on our frequently asked questions (FAQ) page: https://support.edapp.com/us-harassment-prevention.
by PolsinelliGet17 LessonsDownloads: 30+ - Template
EPA Report
This EPA report is used by inspectors to assess if the organization is violating the environmental laws. This would help in gathering information to validate environmental risks and plan the appropriate corrective actions for immediate rectification.
by SafetyCultureDownloads: 30+Get - Template
Allgemeines Formular zur Identifizierung von Gefährdungen
Dieses Formular zur allgemeinen Gefahrenermittlung dient der Bewertung potenzieller Risiken (z. B. Lärm, manuelle Handhabung, Ausgrabungen usw.), die auf dem Betriebsgelände vorkommen. Beschreiben Sie die Art der Arbeit und wählen Sie die verfügbaren und erforderlichen Schutzausrüstungen aus, um die Mitarbeiter vor Risiken zu schützen. Fahren Sie mit der Ermittlung der vorhandenen Gefahren fort. Fotografieren Sie die Situation oder das Objekt, das ernsthafte Auswirkungen auf die Arbeitnehmer haben könnte. Sie können einem Aufseher eine Maßnahme zur Überprüfung und sofortigen Behebung zuweisen. Fügen Sie weitere Gefährdungen hinzu, die nicht in der Vorlage aufgeführt sind. Schließen Sie das Audit ab, indem Sie einige Beobachtungen festhalten und eine Gesamtbeurteilung abgeben, ob die Baustelle sicher ist oder nicht. Verwenden Sie die Analysen-Funktion von SafetyCulture, um Verbesserungen der Sicherheit zu verfolgen. Analysieren Sie diese Daten, um bessere Sicherheitspläne und -strategien für Ihre Organisation zu erstellen.
by SafetyCultureDownloads: 30+Get - Template
Disaster Preparedness Checklist for Flood
Use this disaster preparedness checklist for flood to assemble a flood preparedness kit and perform other actions to prepare for a flood. When a flood occurs, remember to do the following: 1) Turn off all utilities at the main switch and close the main gas valve before evacuation, 2) Use the stairs and not the elevators to go to a higher level if evacuation is not possible, and 3) Avoid passing through floodwaters whether while driving or walking during an evacuation.
by SafetyCultureDownloads: 30+Get - Template
Modèle de plan de gestion des marchés publics
Utilisez ce modèle de plan de gestion de l'approvisionnement pour définir les étapes nécessaires à l'acquisition de biens et de services. Commencez par décrire les activités et les personnes impliquées dans le processus d'approvisionnement. Créez ensuite une liste d'éléments et de services à acheter, ainsi qu'une liste de fournisseurs potentiels. Identifiez ensuite les risques potentiels, précisez les stratégies d'atténuation et définissez les hypothèses et les contraintes du processus. Une fois le plan terminé, faites-le approuver à l'aide de signatures électroniques avec horodatage.
by SafetyCultureDownloads: 30+Get - Template
Team Evaluation Form
This team evaluation form is a tool used by teams in evaluating the performance of their teammates.
by SafetyCultureDownloads: 30+Get - Course
Introduction to Uncovering Value
Discover the importance of selling value over price and how to effectively guide customers in finding value through high-impact questions.
by SafetyCultureGet2 LessonsDownloads: 30+
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.