Form templates by category

Risk assessments, method statements, toolbox talks, permits, incident reports and safety inspections for site and workplace teams.

Types of form

• Risk assessments 14
• Risk assessments for people and wellbeing 7
• Method statements, permits and safe systems of work 12
• Lifting equipment and work at height 12
• Vehicles, plant and workplace transport 6
• Machinery and electrical checks 5
• First aid, PPE and incident reporting 10
• Site safety, audits and inductions 10
• US, Canada, Australia and Ireland formats 14

Most used

• Risk assessment template
• RAMS template
• Construction site safety checklist
• COSHH assessment template

Planned maintenance, plant and equipment checks, building walk rounds and work orders for facilities and estates teams.

Types of form

• Planned maintenance, assets and work orders 9
• Building registers and audits 4
• HVAC, heating and plant 18
• Electrical testing, solar and EV charging 14
• Legionella and water hygiene 7
• Lifts, doors, sprinklers and security systems 8
• Drainage, tanks, leaks and spills 9
• Cleaning and hygiene 6
• Grounds, external areas and structures 9

Most used

• PPM checklist
• HVAC maintenance checklist
• Legionella temperature log
• EICR template

Stage inspections, snagging, site diaries, quality checks and handover forms for builders, contractors and clerks of works.

Types of form

• CDM documents and pre-construction planning 11
• Site surveys and measurement 5
• Temporary works and scaffold records 3
• Groundworks, concrete and structure 12
• Building envelope, roofing and waterproofing 6
• Services, fit-out and finishes 11
• Site diaries, reports and contract admin 11
• Snagging, completion and handover 9
• Home building and renovation 4

Most used

• Snagging list template
• Site inspection report template
• Construction daily report template
• Construction phase plan template

Damp and mould, stock condition, void, inventory, check in and check out and tenancy inspections for landlords and housing teams.

Types of form

• Damp, mould and housing hazards 7
• Condition surveys, dilapidations and claims 8
• Lettings, tenancies and voids 9
• Landlord gas, electrical and alarm checks 5
• Roofs, structure and outside 8
• Measured surveys and retrofit 6
• Estates and neighbourhood 3

Most used

• Damp and mould inspection form
• Stock condition survey template
• Property inspection checklist
• Tenancy inventory template for check-in and check-out

Internal audits, quality checks and compliance records you can complete on site and turn into a report.

Types of form

• Internal audits and quality management 9
• Manufacturing inspection and acceptance testing 5
• Construction quality and materials inspection 5
• Calibration, tools and equipment condition 3
• Environmental, waste and noise records 3
• Security, IT risk and business continuity 5
• Retail, hotel and customer standard audits 4

Most used

• Internal audit checklist
• Non-conformance report template
• Inspection and test plan template
• Calibration record template

Warehouse, racking, forklift, HGV, trailer, container, loading and stock take checks for warehouse and transport teams.

Types of form

• Vehicles and drivers 7
• Warehouse, racking and handling equipment 7
• Stock, loading and containers 7

Most used

• Forklift inspection checklist
• HGV daily check sheet
• Pallet racking inspection checklist
• Warehouse safety checklist

Fire door inspections, fire safety checks and fire risk forms for responsible persons, landlords and fire contractors.

Types of form

• Fire risk assessment and evacuation planning 6
• Fire doors, compartmentation and fire stopping 5
• Alarm, emergency lighting and extinguisher tests 3
• Smoke control, risers and suppression 4

Most used

• Fire risk assessment template
• Fire door inspection checklist
• Fire alarm test log
• Emergency lighting test log

Site surveys, installation checks and commissioning forms for audio visual, network and IT installers.

Types of form

• AV, IT, Wi-Fi and CCTV site surveys 4
• Installation, cable testing and commissioning 3
• AV, IT and CCTV maintenance 5
• IT audits and cyber security 2
• Asset registers, handover and secure disposal 3

Most used

• AV site survey template
• IT site survey checklist
• Commissioning sheet template
• CCTV site survey checklist

Temperature logs, opening and closing checks, cleaning records and food safety audits for kitchens and food businesses.

Types of form

• HACCP and daily kitchen checks 4
• Allergens, traceability and recalls 3
• Pest control 2
• Kitchen gas, extract and cellar 3

Most used

• HACCP plan template
• Fridge and food temperature log
• Allergen matrix template
• Kitchen opening and closing checklist

Store, venue and front of house checks for retail and hospitality teams.

Forms

• Retail store opening checklist
• Kitchen equipment maintenance checklist
• Linen inventory sheet
• Hotel housekeeping checklist
• Holiday let and Airbnb cleaning checklist
• Hot tub inspection checklist
• Hotel maintenance checklist
• Retail store closing checklist
• Visual merchandising checklist and planogram audit
• Retail pricing and promotion audit
• Retail loss prevention audit

Site visit reports, general inspections and other forms that fit many kinds of work.

Forms

• Site visit report template
• Delivery note template
• Customer feedback form template
• Visitor sign-in sheet
• Job quote template
• Event setup checklist
• Event debrief template
• Pre-delivery inspection (PDI) checklist
• Moving inventory template
• Delivery damage report

Environment, safety and audit checks for care homes and care services.

Forms

• Falls risk assessment template
• Hand hygiene audit tool
• Infection control audit checklist
• Medication audit template
• Care home audit tool and template