# Free Operations and Quality Templates Source: https://nerix.ai/templates/operations-quality A standard operating procedure, a risk assessment and an incident report. Fill in how the work is done, or what went wrong, and download a record you can share. Search templates / - Popular - A to Z - Newest Filter templates Price Trade ## 47 templates - [Delivery note Delivery note number: Delivery note number Date sent: Date sent Order number: Customer order or purchase order number From: Sender (company) Sender's address Deliver to: Delivered to (company or person) Delivery address Contact: Contact at the delivery address Delivery note Send goods with a clear list of what is in the delivery and a place for the receiver to sign. Operations and quality](https://nerix.ai/templates/delivery-note) - [Your logo Work order Work order number Your company and contact Date issued Date issued Requested by Requested by Customer Customer and billing address (optional) Location Where the work takes place Contact on site Contact on site and how to get in (optional) Priority Priority Assigned to Assigned to Start date Start date New Work order Give a job to a person or team: what to do, where, by when, labour, materials and sign-off. Operations and quality](https://nerix.ai/templates/work-order) - [Allergen and food safety record Business: Business name Site: Site or kitchen (optional) Date: Date Completed by: Completed by 1. Allergens in today's dishes Allergens present in today's dishes Changes today: Menu or recipe changes today (optional) Staff must be able to tell any guest which allergens each dish contains. If they do not know, t… 2. Temperatures Fridges and freezers Allergen and food safety record One page for the kitchen: allergens by dish, daily temperature and cleaning checks, and what was done about problems. Operations and quality](https://nerix.ai/templates/allergen-and-food-safety-record) - [Asset handover and return form Organisation: Organisation Handover date: Handover date 1. People Receiving: Person receiving the item , Role or team Handed over by: Handed over by 2. Items Items handed over Purpose or period: Purpose or period of use (optional) 3. Condition at handover Condition at handover Asset handover and return form Record equipment given to a person and returned later, with condition and signatures. Operations and quality](https://nerix.ai/templates/asset-handover-and-return-form) - [Asset register Organisation: Organisation Kept by: Register kept by Register date: Register date Values in: Currency used for values How to read this register Each line is one asset: number, description, location, person responsible, purchase information… Assets Assets Assets that have left Assets sold, scrapped or lost since the last register (optional) Asset register List what the business owns: each asset, who has it, where it is, what it is worth and its condition. Operations and quality](https://nerix.ai/templates/asset-register) - [Business continuity plan Company: Company name Plan owner: Plan owner Last updated: Last updated Next test: Next test Purpose This plan says how Company name will keep its most important work going, and recover the re… Critical functions and recovery times Critical functions Disruptions planned for Disruptions planned for Business continuity plan Plan how to keep critical work going through a fire, outage, supplier failure or loss of people. Operations and quality Premium, €4.99](https://nerix.ai/templates/business-continuity-plan) - [Capacity plan Organisation: Organisation or team Covers: What capacity is planned Period: Planning period Owner: Plan owner Unit: Unit of capacity 1. Current capacity and use Current capacity and use 2. Expected demand Expected demand 3. Forecast Capacity plan Work out whether you can meet future demand: current use, expected growth, gaps, options and what to decide. Operations and quality](https://nerix.ai/templates/capacity-plan) - [Class register Organisation: School, centre or company Class or course: Class or course Date: Date Time: Time Teacher or trainer: Teacher or trainer Room or place: Room or place Topic covered: Topic covered Numbers Enrolled: Number enrolled Attendance Class register Record attendance for one class or session, with late and absent names and the reason. Operations and quality](https://nerix.ai/templates/class-register) - [Cleaning schedule Plan what is cleaned, how often and by whom, with a sign-off by a supervisor. Operations and quality](https://nerix.ai/templates/cleaning-schedule) - [Client intake form Learn who a new client is and what they need before work starts: contacts, goals, budget, timing and consent. Operations and quality](https://nerix.ai/templates/client-intake-form) - [Corrective and preventive action report Record a problem, find its root cause, fix it, stop it happening again and check that the fix worked. Operations and quality](https://nerix.ai/templates/corrective-and-preventive-action-report) - [Customer complaints procedure Tell customers how to complain, who answers and by when, and what happens if they are not satisfied. Operations and quality](https://nerix.ai/templates/customer-complaints-procedure) - [New Daily site report Record each day on site: weather, people, work done, deliveries, delays, safety and tomorrow's plan. Operations and quality](https://nerix.ai/templates/daily-site-report) - [New Deviation report Record what went against the plan or the standard, the cause, who fixes it and who checked it. Operations and quality](https://nerix.ai/templates/deviation-report) - [Environmental policy State your commitments on energy, waste, water and travel, with targets, owners and a yearly review. Operations and quality](https://nerix.ai/templates/environmental-policy) - [Equipment inspection checklist Inspect a machine or tool before use, record faults and decide if it is safe to use. Operations and quality](https://nerix.ai/templates/equipment-inspection-checklist) - [Fire drill record Record each fire drill: how long it took, what went wrong and what will be fixed. Operations and quality](https://nerix.ai/templates/fire-drill-record) - [Food temperature log Record the temperatures that keep food safe, with the limits, and what to do when a reading is wrong. Operations and quality](https://nerix.ai/templates/food-temperature-log) - [Incident log Keep one running list of incidents, what was done about each, and which are still open. Operations and quality](https://nerix.ai/templates/incident-log) - [Incident report Record an accident, near miss or other incident clearly: facts first, then causes and actions. Operations and quality](https://nerix.ai/templates/incident-report) - [Internal audit plan Plan which areas you audit this year, when, by whom, against what, and how results are reported and followed up. Operations and quality](https://nerix.ai/templates/internal-audit-plan) - [Maintenance log Keep a dated record of the maintenance done on an asset and when it is next due. Operations and quality](https://nerix.ai/templates/maintenance-log) - [Management review minutes Record a management review: what was looked at, what was decided, who does what and by when. Operations and quality](https://nerix.ai/templates/management-review-minutes) - [Menu costing sheet Work out what a dish costs and what it earns: ingredients, portions, cost per portion and margin. Operations and quality](https://nerix.ai/templates/menu-costing-sheet) - [Mystery shopper report Record a secret visit: what happened, scored points for service and cleanliness, and what to improve. Operations and quality](https://nerix.ai/templates/mystery-shopper-report) - [Near miss report Report something that nearly caused harm, find the cause and fix it before someone is hurt. Operations and quality](https://nerix.ai/templates/near-miss-report) - [New patient registration form Collect what a practice needs from a new patient: details, health history, medicines, consent and privacy. Operations and quality](https://nerix.ai/templates/new-patient-registration-form) - [Patient consent form Record that a patient was told about a treatment, its risks and options, and agreed freely. Operations and quality](https://nerix.ai/templates/patient-consent-form) - [Proof of delivery Show that goods arrived: what was delivered, when, in what condition, and who signed for them. Operations and quality](https://nerix.ai/templates/proof-of-delivery) - [Purchase requisition Ask for approval to buy something: what, why, how much, from whom and who must approve. Operations and quality](https://nerix.ai/templates/purchase-requisition) - [Quality audit report Report what a quality audit checked, what it found, how serious it is and who fixes it by when. Operations and quality](https://nerix.ai/templates/quality-audit-report) - [Risk assessment Find what could go wrong, score it, decide what to do about it and record who will do it. Operations and quality](https://nerix.ai/templates/risk-assessment) - [Service level review Review a supplier or service against its agreed targets: results, misses, causes and actions for next period. Operations and quality](https://nerix.ai/templates/service-level-review) - [Shift schedule Plan who works which shift each day of the week, with the cover you need and the rules everyone follows. Operations and quality](https://nerix.ai/templates/shift-schedule) - [Site safety induction Brief every worker and visitor on the site's hazards, rules and emergency plan, and keep a signed record. Operations and quality](https://nerix.ai/templates/site-safety-induction) - [Staff shift handover Pass a shift on without losing anything: guests, bookings, stock, problems and jobs left open. Operations and quality](https://nerix.ai/templates/staff-shift-handover) - [Standard operating procedure Write down how a task is done, step by step, so anyone can do it the same way. Operations and quality](https://nerix.ai/templates/standard-operating-procedure) - [Stock count sheet Count what is on the shelves, compare it with your records and explain every difference. Operations and quality](https://nerix.ai/templates/stock-count-sheet) - [Supplier audit checklist Audit a supplier area by area, record what you saw, and agree what they must fix and by when. Operations and quality](https://nerix.ai/templates/supplier-audit-checklist) - [Supplier evaluation Score a supplier on quality, delivery, price, service and risk, and decide whether to keep, improve or replace it. Operations and quality](https://nerix.ai/templates/supplier-evaluation) - [Toolbox talk record Prove a short safety talk was given: the topic, the key points, who was there and what comes next. Operations and quality](https://nerix.ai/templates/toolbox-talk-record) - [Vehicle inspection checklist Check a company vehicle before it goes on the road, and record any fault and the decision. Operations and quality](https://nerix.ai/templates/vehicle-inspection-checklist) - [Vendor onboarding and due diligence form Collect what you need before you pay a new supplier: identity, contacts, bank details, insurance and checks. Operations and quality](https://nerix.ai/templates/vendor-onboarding-form) - [Vendor risk assessment Rate the risks of using a supplier, from data to continuity, and decide whether to approve, with conditions. Operations and quality](https://nerix.ai/templates/vendor-risk-assessment) - [Visitor log Record who visits your premises, who they met and when they left, for security and safety. Operations and quality](https://nerix.ai/templates/visitor-log) - [Waste log Record what is wasted each day or week, why, and where it went, so you can cut it and show your records. Operations and quality](https://nerix.ai/templates/waste-log) - [Workplace health and safety policy Set out how your company keeps people safe at work: duties, risk checks, training, accidents and emergencies. Operations and quality Premium, €4.99](https://nerix.ai/templates/workplace-safety-policy) No template matches Try fewer or other words, or start from one of these. [Ask nerix to draft it](https://nerix.ai/try?write=1) Templates ## Operations and quality templates Operations run on written steps and honest records. These templates give a procedure, a risk review and an incident report a fixed order, so the next person can follow the work and an auditor can see what you did. Templates are a careful starting point, not legal advice. Where the law matters, check what applies where you are. Operations and quality ## Questions people ask ### Are these operations templates free? Most are. Fill in and download them for free as Word or PDF, with no account. A few longer documents are premium: free to fill in, paid once to download, and marked with their price. ### Do they meet a standard such as ISO 9001? They are a practical starting point and certify nothing. Standards and safety laws differ by industry and country, so check what applies to you. ### Who should approve a procedure? The person who owns the process and a manager who can authorise it. The procedure template has fields for both, and for the review date. Templates ## More kinds of documents Every category has its own page, so you can see all of its templates at once. [Draft it with nerix](https://nerix.ai/try?write=1)[All templates](https://nerix.ai/templates)