Form library · Facilities and maintenance
Security patrol report template
For people recording security patrols and shift handovers. Record patrol assignment, checkpoint log and shift handover. Try the form below, see every question or download a blank PDF or Word copy.
Ready to use from the form library, and every question is yours to edit. Trial from £1, cancel any time.
Try it on your phone
Try it on this phone
Fill in the security patrol record on your phone now
See how the security patrol record looks on your phone
Scan the code with your phone camera. It opens the real form, no sign-up needed.
Open the live example and fill it in, just as your team would on site. No sign-up needed.
See it on this phoneEvery question is editable. Add this form to your account, then change the wording, add or remove questions and options, and make it fit your own jobs.
What should a patrol record demonstrate?
HSE risk-management guidance supports identifying hazards and recording actions. A patrol record can document observations and escalation against site instructions; it does not establish that every area was safe or secure.
Last updated . Facts checked by the SiteSurvey team on 6 October 2026 against HSE managing risks and risk assessment and HSE inspection of work equipment.
Try the security patrol record form live
Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.
This is the real form as your team would use it: questions appear as you answer, scores work themselves out and you can add photos and signatures. No sign-up needed.
Want to see one filled in? See a completed security patrol record report (PDF), made by SiteSurvey from a fictional site visit.
Fill it in on a phone or tablet
Your team completes the security patrol record on site in the SiteSurvey app on iPhone, iPad and Android phones and tablets. The project name and address fill in for them, it works without signal, and it syncs when the device is back online with photos kept against the question they answer.
Customers and subcontractors do not need the app: send them a link and they can fill it in from any browser.
Every question in the security patrol record template
A security patrol record covering the assigned route, timed checkpoint observations, access restrictions, incidents, escalation and shift handover. 5 sections and 30 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Site or premises address: the site address, from the space or the project
- Client or organisation: the project's customer
Record details and scope
- ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name - Site or premises addressShort answerFills in from the site address, from the space or the project
- Client or organisationShort answerFills in from the project's customer
- Record date*Date
- Person completing the record*Short answer
- CheckThis is an observation and handover log, not a police report, authority to search people or a guarantee of security. Avoid unnecessary personal information and sensitive access codes.
- CheckHSE risk-management guidance supports identifying hazards and recording actions. A patrol record can document observations and escalation against site instructions; it does not establish that every area was safe or secure.
Patrol assignment
- Site and assignment instruction reference*Short answer
- Patrol officer and shift*Short answer
- Authorised route and checkpoints*Short answer
- Check-in and emergency contact arrangementShort answer
Checkpoint log
- CheckpointRepeat for each checkpoint. Each one asks:
- Checkpoint or area*Short answer
- Date and time attended*Short answer
- Observation outcome*Choose one
- No concern observed
- Concern observed
- Not accessed
- Factual observation and access limitations*Notes
- Action and person notified*NotesShown only when the answers above make it relevant
- Authorised evidence photosPhotos
Shift handover
- Separate incident record referencesShort answer
- Unvisited areas and outstanding concerns*Notes
Identify the checkpoint not visited, the reason and who was informed. Do not mark an inaccessible checkpoint as checked.
- Handover recipientShort answer
- Handover timeShort answer
Actions and review
- Are further actions required?*Choose one
- Yes
- No
- Further actionRepeat for each further action. Each one asks:Shown when “Are further actions required?” is “Yes”
- Action and evidence reference*Notes
- Person responsible*Short answer
- Target dateDate
- Action status*Choose one
- Open
- In progress
- Completed
- Completion evidence*NotesShown when “Action status” is “Completed”
- Outstanding limitations and information to pass onNotes
- Record status*Choose one
- Ready for review
- Further work needed
- Work or use stopped
- Reviewed byShort answer
- Review dateDate
- Author signature*Signature
- CheckSigning records the information entered. It does not itself certify legal compliance, remove a limitation or authorise unsafe work.
Scope and responsibility
This is an observation and handover log, not a police report, authority to search people or a guarantee of security. Avoid unnecessary personal information and sensitive access codes.
What a useful entry looks like
Unvisited areas and outstanding concerns
Identify the checkpoint not visited, the reason and who was informed. Do not mark an inaccessible checkpoint as checked.
Checkpoint CP-07 not accessed because the agreed route was blocked. Control informed at the recorded time and the limitation passed to the next shift.
Fictional example of record wording. Use the actual evidence and approved arrangements for your job; this is not a completed report or an instruction to carry out the work.
See it filled in
A completed security patrol record report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Security Patrol Record FAQs
How should I record “Unvisited areas and outstanding concerns”?
Identify the checkpoint not visited, the reason and who was informed. Do not mark an inaccessible checkpoint as checked.
Can this prove every checkpoint was visited?
It records entered information; it provides no automatic location verification.
Should keys or alarm codes be written here?
No. Use controlled references and follow the site information-security procedure.
How is a blocked route recorded?
Select Not accessed and record the reason, notification and follow-up arrangement.
What are the limits of this template?
This is an observation and handover log, not a police report, authority to search people or a guarantee of security. Avoid unnecessary personal information and sensitive access codes.
Can I complete this form on site and share the record?
In the SiteSurvey app the form works offline, with photos and signatures recorded against the questions. Share the completed record as a PDF or a link. Dates and action owners are recorded fields; this form does not send reminders or update other systems.
Related
Related templates
Templates that go with the security patrol record form
A premises security assessment with assets, threats, vulnerabilities, existing controls, prioritised improvements and management review.
An access control service record covering authorised scope, door hardware, approved functional checks, event evidence, defects and secure handover.
An intruder alarm service record covering system scope, authorised tests, detector and power observations, faults, restoration and customer handover.
Use this security patrol record form with your team
Add it from the form library in one click, change any question, and every completed form becomes a branded PDF report.
Start your trial →