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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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Customer-Facing Employee Evaluation Checklist
This free evaluation checklist helps assess customer-facing employees in non-career path support roles. Sections include customer service, sales and marketing, communication and professionalism, work ethic and drive, flexibility, and an overall advancement decision. Use it to capture examples, score performance, and standardize reviews across teams. Convert it to a digital form to streamline assessments and reporting in SafetyCulture.
by Chris Kapusta, from the CommunityDownloads: 30+Get - Template
Visite Managériale de Sécurité VMS
Ce modèle de Visite Managériale de Sécurité (VMS) aide les managers et techniciens à conduire des observations terrain structurées. Il comprend l’identification du site et de l’équipement, la phase de travail observée, ainsi que des séries d’observations avec évaluation de la situation, points positifs, actes et conditions dangereuses, dialogue avec le personnel et actions décidées. Un plan d’action formalise les responsabilités (technicien ou manager) et l’échéance (immédiate ou différée), suivi des signatures de l’observateur et du technicien. Idéal pour renforcer la culture sécurité et suivre les mesures correctives.
by Jean-Francois Ding, from the CommunityDownloads: 30+Get - Template
Checklist de Gap Analysis ISO 37001
Este checklist de Gap Analysis ISO 37001 auxilia organizações a avaliar o atendimento aos requisitos da ABNT NBR ISO 37001:2017. Aborda contexto da organização, liderança, planejamento, apoio, operação, due diligence, controles financeiros e não financeiros, comunicação, avaliação de desempenho, auditorias internas, análise crítica e melhoria contínua. Ideal para identificar lacunas, riscos de suborno e definir ações de melhoria para implantar ou aprimorar um Sistema de Gestão Antissuborno eficaz.
by CommunityDownloads: 30+Get - Template
Orden de Servicio (Plantilla en Español)
Utiliza esta plantilla de Orden de Servicio para documentar visitas técnicas y trabajos de mantenimiento. Registra razón social, sucursal, provincia y localidad del cliente; detalla el reclamo, la tarea desarrollada, la matrícula del técnico y los materiales utilizados. Incluye espacios para el asignador del servicio, call center y la firma del responsable de la sucursal. Ideal para equipos de campo y proveedores de servicios que necesitan estandarizar la trazabilidad, mejorar la comunicación con clientes y asegurar comprobantes claros del trabajo realizado.
by Marcos Scerra, from the CommunityDownloads: 30+Get - Template
GOP-002 Consignas Específicas (Versión 6)
La plantilla GOP-002 de Consignas Específicas ayuda a documentar instrucciones operativas y responsabilidades, con campos para actualización, vigencia, cliente, ubicación y contenido. Incluye secciones para elaborar, revisar y aprobar por coordinador de operaciones, representante del cliente y director de operaciones, además de espacio para adjuntar evidencias. Útil para estandarizar procesos y asegurar trazabilidad.
by Alvaro Javier Martinez Escalante, from the CommunityDownloads: 30+Get - Template
Constancia de entrega y recepción de elementos
Este formato de constancia permite registrar la entrega y recepción de elementos para uso corporativo y como EPP en puestos de vigilancia y seguridad. Incluye campos para fecha, ubicación, responsable, detalle de cada elemento, cantidad, estado, observaciones y firmas de quien entrega y recibe. Establece responsabilidades sobre uso, cuidado, mantenimiento, devolución en óptimas condiciones y reposición por pérdida. Ideal para empresas de seguridad privada, mantenimiento y operaciones que requieren control de inventario, trazabilidad y cadena de custodia de equipos y uniformes.
by Operaciones SJ Seguridad, from the CommunityDownloads: 30+Get - Template
5x5 Risk Matrix Template for Risk Assessment
Use this 5x5 risk matrix template to streamline risk assessments across projects and sites. Score likelihood and impact, multiply to determine risk level, and prioritize actions as acceptable, adequate, tolerable, or unacceptable. Document hazards, existing controls, recommended treatments, and assignments, then finalize with sign-off. Fully customizable to fit your workflow and compliance needs in any industry.
by amie hunter, from the CommunityDownloads: 30+Get - Template
ISO 9001 Interne Systemaudit Checkliste
Diese deutschsprachige ISO 9001:2015 Checkliste unterstützt interne Systemaudits im Qualitätsmanagement. Sie führt strukturiert durch die Normabschnitte 4–10, darunter Kontext der Organisation, Führung, Planung, Unterstützung, Betrieb, Leistungsbewertung und Verbesserung. Prüfpunkte decken u. a. Prozesse, Risiken und Chancen, Qualitätsziele, dokumentierte Informationen, Ressourcen, Entwicklung, Lieferantensteuerung, Produktion/Dienstleistungserbringung, Umgang mit Nichtkonformitäten und Korrekturmaßnahmen ab. Ideal für QM-Beauftragte und Auditoren zur Vorbereitung, Durchführung und Nachverfolgung interner Audits inklusive Bewertungsskalen und Nachweisführung.
by CommunityDownloads: 30+Get - Template
Diagnóstico ISO 14001
Este checklist de diagnóstico ISO 14001 apoia a avaliação do sistema de gestão ambiental da organização. Cobre caracterização da empresa, uso e captação de água, geração e tratamento de efluentes, drenagem pluvial e coleta de água de chuva. Inclui verificação de matérias-primas e armazenamento, identificação e destinação de resíduos (Classe I e II), aspectos ambientais relevantes, fontes de emissão atmosférica, controle de ruído e odor. Avalia infraestrutura, fluxo de processos, áreas comuns e barreiras sanitárias. Reúne evidências documentais como licenças, outorgas, laudos de efluentes e emissões, CADRI, IBAMA/TCFA, registros de inspeções e planos de resposta a emergências, culminando em conclusões com pontos fortes e melhorias.
by Templum Consultoria, from the CommunityDownloads: 30+Get - Template
Pacifica Appliance Services Field Safety Overview v5
This field safety overview is a comprehensive audit checklist for Pacifica Appliance Services engineers. It confirms ID and certifications, RAMS access, site setup and customer communication, and vehicle condition. It requires demonstration of safe electrical isolation and mandatory tests including earth loop impedance, earth continuity, insulation resistance, and two-pole indicator, with photos and coaching. The checklist also verifies PPE and equipment stock, first aid kit and fire extinguisher status, tool condition, and COVID measures. Findings are recorded for auditor and engineer sign-off.
by Richard Melvin, from the CommunityDownloads: 30+Get - Template
Liste de contrôle de l'audit OHSAS 18001
Ce modèle de liste de contrôle OHSAS 18001 aide les responsables SST à évaluer la conformité de leur système de management de la santé et sécurité au travail. Il couvre la politique SST, la planification, l'identification des dangers et l'évaluation des risques, les exigences légales, les objectifs et programmes, le contrôle opérationnel, la préparation et la réponse aux urgences, la mesure des performances, les actions correctives et préventives, l'audit interne et la revue de direction. Utilisez-le pour repérer les écarts, prioriser les actions et préparer votre organisation à une certification par tierce partie.
by iAuditor Staff (FR), from the CommunityDownloads: 30+Get - Template
Inspección de Pausas Activas (FSSIG519)
Plantilla en español para inspeccionar y documentar pausas activas en el entorno laboral conforme al código FSSIG519 (Versión V1, vigente desde 15/10/24). Incluye datos del empleador y sede, selección del tipo de unidad laboral (pecuario, industrial, administrativo), registro del centro de trabajo/área y evidencias fotográficas de mensajes de seguimiento. Establece requerimientos de fotografías semanales por tipo de unidad, y secciones de cierre con nombre del inspector y firma del médico ocupacional. Diseñada para fortalecer el bienestar laboral, la ergonomía y el cumplimiento de programas de pausas activas en diversas organizaciones.
by Natalie Boza, from the CommunityDownloads: 30+Get - Template
Equipment Register
Use this equipment register template to control the sign out and return of company assets including phones, keys, cards and tools. The form captures acknowledgments of responsibility and terms, requires names and signatures, and sets expectations for end of day return, no lending, and secure storage. Ideal for office, administration, or facilities teams to maintain an auditable asset trail and reduce loss or damage.
by Sean Mostert, from the CommunityDownloads: 30+Get - Template
5 Keys to a Successful SafetyCulture Trial
Plan a successful SafetyCulture trial with this actionable checklist. Define success criteria and objectives, invite and align your team, set a clear trial timeline with milestones, prepare your account, templates, and support resources, and plan next steps based on results. Use analytics to review performance, export and share the plan, and decide on rollout or enterprise options.
by Thomas Granter, from the CommunityDownloads: 30+Get - Template
AvivaDSE Workstation Assessment
Use this AvivaDSE Workstation Assessment to evaluate display screen equipment and office ergonomics for employees. The template guides assessors through setup and usage details such as computer type, way of working, duration of use, number of screens, and handedness. It covers sections for display screen, keyboard, mouse, regular breaks, chair, desk, environment, eyesight, and medical issues, each with risk ratings and comments. Add photos, notes, and corrective actions, assign owners and due dates, capture digital signatures, and export the final report.
by Catherine Butterworth, from the CommunityDownloads: 30+Get - Template
DSE Assessment Checklist
This DSE assessment checklist helps employees and assessors review workstation ergonomics and reduce risks from prolonged display screen use. It covers training and information, posture, workstation layout and surfaces, display clarity and glare, keyboard and mouse setup, furniture adjustability and support, and environmental factors such as lighting, noise, and temperature. Use it to identify issues, take corrective actions, and support compliance with Display Screen Equipment regulations for office and remote workers.
by Scott Bundy, from the CommunityDownloads: 30+Get - Template
New York Reopening - NY Forward Safety Plan Template
New York-based businesses or entities can use this Safety Plan template, based from New York Forward, to outline how their workplaces will implement measures to prevent the spread of COVID-19. Use this template to plan for safe reopening, document evidence of compliance through photos and notes, and enable digital sign-offs for approval. As per the New York City government, this plan does not need to be submitted to a state agency for approval but must be retained on the premises of the business and must made available to the New York State Department of Health (DOH) or local health or safety authorities in the event of an inspection.
by MittiDownloads: 20+Get - Template
Liste de contrôle pour l'intégration des nouveaux employés
Cette liste de contrôle d'intégration des nouveaux employés permet de rassembler les documents d'intégration des nouveaux employés. Vérifiez si tous les processus d'intégration ont été effectués (préparation du poste de travail de l'employé et des outils d'accès, orientation sur les politiques de la société, assiduité, conduite de l'employé, attentes du poste, mesures de sécurité et remise du manuel de l'employé). Le responsable RH et le nouvel employé doivent tous deux signer le formulaire de nouvelle embauche.
by MittiDownloads: 20+Get - Template
Retail Security Checklist
Ensure your store stays safe and secure with this comprehensive retail security checklist designed to prevent theft, protect assets, and enhance operational efficiency. Covering key areas like surveillance, employee protocols, and emergency response, this checklist helps retailers identify risks and implement effective security measures.
by MittiDownloads: 20+Get - Course
Expanding and Diversifying Online Communities
Does your online community welcome differences and diversity? Growing your group and making it inclusive is a challenging yet essential task. This course will equip you with tools and strategies to make your groups bigger and more diverse!
by Search For Common Ground EMEAGet18 LessonsDownloads: 20+ - Template
Checklist des matières dangereuses
Une checklist des matières dangereuses permet aux agents de sécurité et aux premiers intervenants d'évaluer les dangers d'un incident et de déterminer l'action appropriée pour atténuer les risques. Utilisez cette checklist pour faire face aux événements sensibles au facteur temps et créez immédiatement des rapports matières dangereuses qui détaillent les variables entourant l'incident telles que la météo, les actions à prendre, les agences à contacter ; et prenez des photos de l'incident pour illustrer la situation.
by MittiDownloads: 20+Get - Template
Vorlage für eine allgemeine Bedarfsanalyse
Verwenden Sie diese Vorlage zur Bedarfsanalyse während des Projektplanungsprozesses, um dem Team ein besseres Verständnis der wirtschaftlichen, sozialen und umweltbezogenen Faktoren zu vermitteln, die sich auf das Projektergebnis auswirken können. Diese Vorlage ist speziell auf Projekte von gemeinnützigen Organisationen ausgerichtet, kann aber an die Bedürfnisse verschiedener Organisationen angepasst werden.
by MittiDownloads: 20+Get - Template
Vorlage für 8D Berichte
Eine Vorlage für einen 8D-Bericht wird verwendet, um eine umfassende Ursachenanalyse auf der Grundlage der 8 acht obligatorischen Disziplinen der Problemlösung zu dokumentieren, die früher als teamorientierte Problemlösung bekannt war. 8D-Teams können mit Hilfe dieser Vorlage leicht einen detaillierten Bericht erstellen.
by MittiDownloads: 20+Get - Template
Formulaire de coaching des employés
Ce formulaire d'accompagnement individuel d'un employé vous permet d'effectuer un accompagnement avec vos subordonnés directs, de documenter les zones de préoccupation ou les observations et de noter les actions convenues. Vous pouvez sélectionner la ou les préoccupations possibles dans la liste déroulante et fournir des notes pour la description. Terminez le coaching avec la signature de l'employé et du responsable ou du manager. Utilisez SafetyCulture pour transmettre des modèles de coaching à d'autres responsables et limiter l'accès et les autorisations de modification si nécessaire.
by MittiDownloads: 20+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.