Our downloadable forms and checklists
Check out our range of downloadable forms and checklists relating to Health & Safety, HR & Compliance. Developed by our in-house experts.
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Employee Accident Report Form in WORD format
In a format which can be completed on a computer, this Employee Accident Report form can be can be used by employees to report Accidents, Ill-health or near-misses in the workplace.
Employee Accident Report Form
This form, which can be downloaded and filled-in by hand, can be used by all employees to report Accidents, Ill-health or near-misses in the workplace.
Bomb Threat Phone Call Form
This form accompanies our Bomb Threats and Suspicious Packages programme. It’s a useful reminder of the questions you need to ask if you receive a bomb threat phone call.
Respectful Workplace - Checklist
This simple checklist is the perfect prompt to assess the level of respectful behaviour in your workplace. It will quickly highlight what’s working well and what needs improving.
Bullying and Harassment Risk Assessment
This document covers the eight major factors to review when conducting a Bullying and Harassment Risk Assessment in the workplace.
Care Plan Template
A Care Plan, also known as a Support Plan or an Individual Plan, is a legally required document which sets out the details of the daily care and support required.
Standard 11: Safeguarding Children Worksheet
These worksheets have been designed to accompany our online Safeguarding Children training course. In each section, there is a box for notes and to tick off when you have completed the section.
Standard 15: Infection Prevention and Control in Care
These worksheets have been designed to accompany our online Infection Prevention & Control in Care course. In each section, there is a box for notes and to tick off when you have completed the section
Standard 14: Handling Information in Care
These worksheets have been designed to accompany our online Handling Information in Care training course. In each section, there is a box for notes and to tick off when you have completed the section.
Standard 13: Health & Safety in Care Worksheet
These worksheets have been designed to accompany our online Health & Safety in Care training course. In each section, there is a box for notes and to tick off when you have completed the section.
Standard 12: Basic Life Support in Care Worksheet
These worksheets have been designed to accompany our online Basic Life Support in Care training course. In each section, there is a box for notes and to tick off when you have completed the section.
Standard 10: Safeguarding Adults Worksheet
These worksheets have been designed to accompany our online Safeguarding Adults training course. In each section, there is a box for notes and to tick off when you have completed the relevant section.
Standard 9: Mental Health, Dementia & Learning Disabilities in Care Worksheet
These worksheets have been designed to accompany our Mental Health, Dementia & Learning Disabilities in Care training course.
Standard 8: Fluids & Nutrition in Care Worksheet
These worksheets have been designed to accompany our online Fluids & Nutrition in Care training course. In each section, there is a box for notes and a checkbox when you have completed the section.
Standard 7: Privacy and Dignity in Care Worksheet
These worksheets have been designed to accompany our online Privacy & Dignity in Care training course. In each section, there is a box for notes and a checkbox when you have completed the section.
Standard 6: Communication in Care Worksheet
These worksheets have been designed to accompany our online Communication in Care training course. In each section, there is a box for notes and a checkbox when you have completed the section.
Standard 5: Person-Centred Care Worksheet
These worksheets have been designed to accompany our online Person-Centred Care training course. In each section, there is a box for notes and a checkbox when you have completed the relevant section.
Standard 4: Equality & Diversity in Care Worksheet
These worksheets have been designed to accompany our online Equality & Diversity in Care training course. In each section, there is a box for notes and a checkbox when you have completed the section.
Standard 3: Duty of Care Worksheet
These worksheets have been designed to accompany our online Duty of Care training course. In each section, there is a box for notes and a checkbox when you have completed the relevant section.
Standard 2: Your Personal Development in Care Worksheet
These worksheets have been designed to accompany our online Personal Development in Care training course. In each section, there is a box for notes and a checkbox when you have completed the section.
Standard 1: Understand Your Role in Care Worksheet
These worksheets have been designed to accompany our online Understand Your Role in Care training course. In each section, there is a box for notes and a checkbox when you have completed the section.
Conflict Resolution Personal Lists
This is a template that can be used for you to write down your feelings about a conflict. It’s a tool to help you find a successful resolution.
Safety Data Sheet Sections
A Safety data sheet goes into detail about the substance - and even though different industries and brands make them look different - all Safety Data Sheets follow the same rules.
DSE & Workstation Checklist for Staff
A printable checklist for staff including questions on their monitors, chairs, mouse, keyboard, laptops and the environment around them.
Personalised Help List Suggestions
Drinking can become a serious problem. It’s important to recognise that you MAY have a problem and do something about it BEFORE it’s too late! We have created a list of suggestions.
Personal Emergency Evacuation Plan for Schools
This form should be completed for anyone who requires assistance with any aspect of an emergency evacuation.
Simple things that you can do…
Sometimes we aren’t always sure what more we could be doing to help the environment. This guide is a helpful reminder of things that you could do that you may not be doing already.
The HACCP System: Simplified
This document outlines the 12 steps and splits them into bite-sized chunks. You can use this resource as your go-to for implementing a HACCP system at your place of work.
14 Major Food Allergens
This is a printable list of the 14 major allergens, including a little bit of information about each of them.
Food Safety and Hygiene - Training Checklist 2
This is the second page listing the TOPICS covered by Food Safety and Hygiene Level 2 training. It can be used to show when training was done and signed by a manager if required.
Food Safety Self Inspection Checklist
This self-inspection checklist aims to help you effectively evaluate your food safety and hygiene practices & procedures as well as the way your staff work.
Food Safety and Hygiene - Training Checklist 1
This is the first page listing the TOPICS covered by Food Safety and Hygiene Level 1/ Level 2 training. It can be used to show when training was done and signed by a manager if required.
GDPR Checklist
Review the risks to data your organisation faces and assess whether the measures you have in place are up to the task of preventing them.
GDPR Accountability checklist
Accountability is arguably the most important principle of the GDPR. Accountability is all about demonstrating that you’re complying with the GDPR.
Data Protection Principles
Everyone who uses personal data must follow strict rules and you’ll learn about these as the principles of data protection.
Rights over your personal data
The GDPR covers personal data about an identifiable, living person. It can be anything from a name, a photo, an email address, a person’s bank details, posts on social media, medical information, etc.
Health & Safety Checklist
Download our free Health & Safety checklist to ensure a safe work environment and see which tasks you need to complete to keep employees safe.
A Cleaning Checklist for Kitchens
A simple cleaning checklist for all kitchens to use!
Lone Worker Checklist
Learners can download and fill out this checklist electronically (or manually if preferred) which will help learners to assess their current situation and spot any areas for improvement.
Redundancy checklist
Citation’s HR and Employment Law experts have put together a checklist of five of the key things you’ll need to think about before embarking upon a redundancy process.
Business challenges checklist
Streamlining your processes helps to make sure everyone is working in the same direction, whilst reducing the risk of mistakes. We’ve created a free checklist to help you figure out how!
Induction Checklist
This Induction Checklist for new staff in an organisation will help employers make the induction process as easy and supportive as possible.
HR Checklist
This checklist can help businesses to ensure that many of the roles undertaken by HR are being achieved. It will cover recruitment, employees, regulations, policies & procedures.
Vibration Exposure LOOK-UP Table
This is a simple LOOK-UP table. Find the vibration level of the tool or process on the left-hand column and read along to see how long you can use the piece of equipment.
Lone worker safety checklist
Use this interactive checklist to identify the current safety status of your lone working situation and your general daily habits.
Employer’s PPE Checklist
This checklist is for employers. It will help you check that each member of staff has the correct PPE for their role.
Slips, Trips & Falls Checklist
A simple checklist including some of the most common slips, trips and falls hazards to include on your risk assessments.
Ladder Safety Steps
This checklist runs through the choice of ladder you take, the pre-checks you should conduct, the set-up of your ladder and how to use your ladder.
Checks to make before using Ladders
This useful checklist should be used before you use any type of ladder for any type of work. It assesses all of the parts of a ladder and aims to reduce the risk of injury.