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Commercial Real Estate

Facilities Management

Tenant involvement

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Browse dozens of checklist and form templates to solve your proactive and reactive reporting needs

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CAPA (Corrective and preventive action)

Use this template to document and manage all corrective and preventive actions for different types of deviations.

Permit to attach the load

Use this template to document all issued work permits in order to comply with safety regulations and standards.

Whistleblower case investigation

Use this template to open investigation for whistleblowing cases and investigate them effectively.

Fraud report

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on financial misconduct

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on sexual harassment

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on suspected bribery

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Forklift work permit

Use forklift work permit template to digitally document issued work permits for all forklift users.

Report on suspected money laundering

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on suspected grey economy

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Code of conduct violation report

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on suspected insider trading

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on health and safety violation

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on environmental violation

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on product safety violation

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on suspected Unfair competition / tender

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on illegal workplace retaliation

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on illegal salary reduction

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on illegal termination of employment

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on confidentiality violation

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on infringement of non-competition clause

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on suspected human trafficking

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Whistleblowing observation

This template works well in any type of whistleblowing, code of conduct or other anonymous reporting channels.

Report on suspected product violation

This template works well in whistleblowing, code of conduct and other anonymous reporting channels.

Report on suspected forced labor

This template works well in whistleblowing, code of conduct and other anonymous reporting channels.

Report on suspected violation of freedom of association

This template works well in whistleblowing, code of conduct and other anonymous reporting channels.

Service Provider Meeting memo

Use this template monthly to bimonthly for documenting improvement areas, service levels and blind spots.

Working at heights permit

Use this template to ensure the safety and to prevent the risks before, during and after work that is done high.

Tenant meeting memo notes

Use tenant meetings memo notes to proactively involve tenants for building improvements.

Lost key notification

Use this template to make sure all the lost keys get identified and locks get serialized accordingly.

Tenant feedback form

This template works well as an open link that can be embedded in a website, in tenant portals and in announcements.

Change of access right request

Use this template to keep track of the holders of access right tags even whey they change during tenancies.

Maintenance key handover form

Use this template to log all maintenance key handovers as part of lobby services' daily routine.

Access right tag deactivation request

Use this template to make sure all the lost access right tags get deactivated to protect your building from risks.

Mechanical key order

Use this template for tenants to order mechanical keys and to keep track of all of them.

Access right tag order

Use this template for tenants to order new access right tags and to keep track of all of them.

Renovation permit

Use renovation permits for transparent documentation of all the renovations that are carried out in tenant spaces.

Renovation announcement

Use this template to keep your tenants updated during renovations and to keep a transparent list of all announcements.

Targeted tenant announcement

Use this template to target certain announcements only to chosen tenants for a better tenant experience.

Tenant announcement

Use this template to inform your tenants on important and to keep a transparent list of all sent announcements.

Attempted shoplifting or theft

Use this template to track attempted shopliftings and thefts in order to effectively prevent criminal losses in retail.

Shoplifting / theft report

Use this template to report unfair treatment at work so that it can be investigated thoroughly.

Report of unfair treatment at work

Use this template to report unfair treatment at work so that it can be investigated thoroughly.

Continuous improvement idea / initiative

Use this template to simplify the collection and analysis of occupancy cost ratios and shopping mall total sales.

Monthly Sales Report

Use this template to simplify the collection and analysis of occupancy cost ratios and shopping mall total sales.

Lessons learned

Share lessons learned reports with the entire organisation on key events you either want to avoid, scale or duplicate.

Positive safety observation

Use positive safety observations to encourage everyone to track and share what good safety culture is about.

Safety observation form

Use this template to report observations that may endanger or promote occupational health and safety.

Near miss report template

Use this template to report events that had the potential to result in injury, damage or other unwanted consequences.

ISO 9001 Internal audit (manufacturing)

Use this template periodically to ensure that your business consistently meets the standards of ISO 9001.

Mystery shopper inspection (specialty stores)

Provide this checklist to your mystery shoppers to collect all necessary information in a structured and comparable way.

Landscaping quality control checklist

Use this template to make landscaping quality transparent and link it to contractual bonuses and sanctions.

Commercial space move-out Inspection checklist

Use this template to make the tenant offboarding efficient, documented and a better experience for the tenant.

Commercial space move-in Inspection checklist

Use this template to make the tenant onboarding efficient, documented and a better experience for the tenant.

Safety walk template (apartment buildings)

Use this template annually to inspect the safety of your apartment building, procedures and responsibilities.

Store security and safety survey

Use this template to inspect the mandatory requirements of retail stores from security and safety perspective.

Retail chain audit

Use this template to assess the customer journey in your stores in order to keep the concept standards high.

Premises acceptance from the tenant checklist

Use this checklist to improve tenant experience in office buildings and business parks.

6S audit

Use this template to inspect the quality, safety and operational excellence of your operations.

5S audit

Use this template to identify opportunities and inspect the quality and operational excellence of your operations.

Daily store opening checklist

Use this template as a daily store opening checklist to optimise and unify processes in all locations.

Service station concept audit

Use this template to assess the look, feel and different aspects of the customer journey in your service stations.

Premises handover to the tenant checklist

Use this template to make the tenant onboarding and offboarding efficient, documented and a better experience.

Property Inspection (Net Lease Property)

Use this template to inspect to identify which parts and areas of the property require attention.

Property inspection (Gross Lease property)

Use this template for gross lease properties to identify which parts and areas of the property require attention.

Tenant satisfaction survey

Use this template biannually or annually to understand the different areas of improvement for tenant experience.

Occupational health and safety inspection

Use this template monthly or quarterly to have managers pay attention to the health and safety matters.

Psychosocial stress assessment

Use this template to assess your team's or organisation's true psychosocial workload and stress.

Workplace risk assessment

Involve the entire company for your occupational safety and health risk management.

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Workplace Involvement

Tenant involvement

Security Management

Quality and operations

Loss Prevention

Incident Management

Health and Safety

Facilities Management

Customer Experience

Audits and inspections

Commercial Real Estate

Universities & Colleges

Shopping Centres

Manufacturing & Raw materials

Logistic & Transportation

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