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