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Browse dozens of checklist and form templates to solve your proactive and reactive reporting needs
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Audit
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5S audit
Audit
Use this template to identify opportunities and inspect the quality and operational excellence of your operations.
6S audit
Audit
Use this template to inspect the quality, safety and operational excellence of your operations.
Access right tag deactivation request
Observation
Use this template to make sure all the lost access right tags get deactivated to protect your building from risks.
Access right tag order
Observation
Use this template for tenants to order new access right tags and to keep track of all of them.
Attempted shoplifting or theft
Observation
Use this template to track attempted shopliftings and thefts in order to effectively prevent criminal losses in retail.
CAPA (Corrective and preventive action)
Observation
Use this template to document and manage all corrective and preventive actions for different types of deviations.
Change of access right request
Observation
Use this template to keep track of the holders of access right tags even whey they change during tenancies.
Code of conduct violation report
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Commercial space move-in Inspection checklist
Audit
Use this template to make the tenant onboarding efficient, documented and a better experience for the tenant.
Commercial space move-out Inspection checklist
Audit
Use this template to make the tenant offboarding efficient, documented and a better experience for the tenant.
Continuous improvement idea / initiative
Observation
Use this template to simplify the collection and analysis of occupancy cost ratios and shopping mall total sales.
Daily store opening checklist
Audit
Use this template as a daily store opening checklist to optimise and unify processes in all locations.
Forklift work permit
Observation
Use forklift work permit template to digitally document issued work permits for all forklift users.
Fraud report
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
ISO 9001 Internal audit (manufacturing)
Audit
Use this template periodically to ensure that your business consistently meets the standards of ISO 9001.
Landscaping quality control checklist
Audit
Use this template to make landscaping quality transparent and link it to contractual bonuses and sanctions.
Lessons learned
Observation
Share lessons learned reports with the entire organisation on key events you either want to avoid, scale or duplicate.
Lost key notification
Observation
Use this template to make sure all the lost keys get identified and locks get serialized accordingly.
Maintenance key handover form
Observation
Use this template to log all maintenance key handovers as part of lobby services' daily routine.
Mechanical key order
Observation
Use this template for tenants to order mechanical keys and to keep track of all of them.
Monthly Sales Report
Observation
Use this template to simplify the collection and analysis of occupancy cost ratios and shopping mall total sales.
Mystery shopper inspection (specialty stores)
Audit
Provide this checklist to your mystery shoppers to collect all necessary information in a structured and comparable way.
Near miss report template
Observation
Use this template to report events that had the potential to result in injury, damage or other unwanted consequences.
Occupational health and safety inspection
Audit
Use this template monthly or quarterly to have managers pay attention to the health and safety matters.
Permit to attach the load
Observation
Use this template to document all issued work permits in order to comply with safety regulations and standards.
Positive safety observation
Observation
Use positive safety observations to encourage everyone to track and share what good safety culture is about.
Premises acceptance from the tenant checklist
Audit
Use this checklist to improve tenant experience in office buildings and business parks.
Premises handover to the tenant checklist
Audit
Use this template to make the tenant onboarding and offboarding efficient, documented and a better experience.
Property Inspection (Net Lease Property)
Audit
Use this template to inspect to identify which parts and areas of the property require attention.
Property inspection (Gross Lease property)
Audit
Use this template for gross lease properties to identify which parts and areas of the property require attention.
Psychosocial stress assessment
Audit
Use this template to assess your team's or organisation's true psychosocial workload and stress.
Renovation announcement
Observation
Use this template to keep your tenants updated during renovations and to keep a transparent list of all announcements.
Renovation permit
Observation
Use renovation permits for transparent documentation of all the renovations that are carried out in tenant spaces.
Report of unfair treatment at work
Observation
Use this template to report unfair treatment at work so that it can be investigated thoroughly.
Report on confidentiality violation
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on environmental violation
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on financial misconduct
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on health and safety violation
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on illegal salary reduction
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on illegal termination of employment
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on illegal workplace retaliation
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on infringement of non-competition clause
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on product safety violation
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on sexual harassment
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected Unfair competition / tender
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected bribery
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected forced labor
Observation
This template works well in whistleblowing, code of conduct and other anonymous reporting channels.
Report on suspected grey economy
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected human trafficking
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected insider trading
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected money laundering
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Report on suspected product violation
Observation
This template works well in whistleblowing, code of conduct and other anonymous reporting channels.
Report on suspected violation of freedom of association
Observation
This template works well in whistleblowing, code of conduct and other anonymous reporting channels.
Retail chain audit
Audit
Use this template to assess the customer journey in your stores in order to keep the concept standards high.
Safety observation form
Observation
Use this template to report observations that may endanger or promote occupational health and safety.
Safety walk template (apartment buildings)
Audit
Use this template annually to inspect the safety of your apartment building, procedures and responsibilities.
Service Provider Meeting memo
Observation
Use this template monthly to bimonthly for documenting improvement areas, service levels and blind spots.
Service station concept audit
Audit
Use this template to assess the look, feel and different aspects of the customer journey in your service stations.
Shoplifting / theft report
Observation
Use this template to report unfair treatment at work so that it can be investigated thoroughly.
Store security and safety survey
Audit
Use this template to inspect the mandatory requirements of retail stores from security and safety perspective.
Targeted tenant announcement
Observation
Use this template to target certain announcements only to chosen tenants for a better tenant experience.
Tenant announcement
Observation
Use this template to inform your tenants on important and to keep a transparent list of all sent announcements.
Tenant feedback form
Observation
This template works well as an open link that can be embedded in a website, in tenant portals and in announcements.
Tenant meeting memo notes
Observation
Use tenant meetings memo notes to proactively involve tenants for building improvements.
Tenant satisfaction survey
Audit
Use this template biannually or annually to understand the different areas of improvement for tenant experience.
Whistleblower case investigation
Observation
Use this template to open investigation for whistleblowing cases and investigate them effectively.
Whistleblowing observation
Observation
This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.
Working at heights permit
Observation
Use this template to ensure the safety and to prevent the risks before, during and after work that is done high.
Workplace risk assessment
Audit
Involve the entire company for your occupational safety and health risk management.
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