Templates
The paperwork, free to take away. Asset registers, planned maintenance schedules, permits and statutory compliance checklists — the documents an FM team is asked for. Free to print and use in your business.
9 templates, grouped by the job they belong to. Each one explains what the record is for and what it has to survive when somebody asks to see it.
Assets & maintenance
- Asset register templateA printable asset register — what you have, where it is, what state it is in, what it is worth to you if it fails and what maintenance regime it sits under.
- PPM schedule templateA printable planned preventive maintenance schedule — what is attended, when it is next due, who does it and what evidence comes back.
- Work order formA printable work order — what was reported, what was actually found, what was done, what it needs next and the sign-off that closes it.
Statutory compliance
- Statutory compliance checklistA printable checklist of the statutory obligations attaching to a building — what applies, who holds it, when it was last satisfied and where the evidence is.
- Legionella control logA printable log for the routine water hygiene checks a facilities team carries out between a competent person's visits — flushing, temperatures, tank inspections and what was found.
- Asbestos register and management planA printable asbestos register and management plan pro-forma — what is known to be present or presumed, its condition, who has been told and what happens before any work starts.
Contractors & site
- Contractor approval checklistA printable checklist for approving a contractor onto an estate — insurance, accreditation, competence for the actual work, and what they have to produce before anybody sets foot on site.
- Permit to workA printable permit to work for contractors on an estate — hot work, electrical isolation, confined space, roof access and work that could disturb asbestos.
- Building condition inspectionA printable building condition inspection — a structured walk of the fabric, the plant and the shared areas, recording what is deteriorating before it becomes a work order.