Assessments templates

Before work starts on site, note the jobsite, type of work, hazards present, required PPE and heavy equipment. The supervisor signs off and lists which employees were briefed.

Audit a commercial kitchen section by section, covering staff, food prep, cold and hot lines, storage, equipment, the facility and service. Every block has room for notes and photos, and the inspector signs off at the end.

Record step by step how a person handles a cooking task: starting, gathering what's needed, following the sequence and working safely. A total score helps gauge how independent they are.

An assessor reviews a lab scientist's pre-analytic, analytic and post-analytic work and records an overall result. Notes and remediation steps can be added where needed.

Technicians log a customer's boat lifts, docks and PWC lifts on site, with measurements, photos and lake-bottom conditions. Use it to quote, install or remove equipment without extra trips.

Collects a road shipment's cargo type, weight, size, value, origin and destination so it can be planned or priced. Built for carriers, freight forwarders and logistics firms.

Helps landscaping crews rate the state of a site's beds, lawn, plants and trees in one visit. Flag the problems found, note what needs urgent work, suggest improvements to the client and attach supporting photos.

Help your sales team decide whether a prospect is ready to buy. It reviews the company profile, budget, timeline, decision-making authority and competitors, then records the status and next steps.

Profiles a person as a leader through questions on style, decision-making, communication and conflict handling. Useful for coaches, talent teams and trainers who evaluate up-and-coming leaders.

Capture a patient's current symptoms, existing conditions, mobility, diet, medications and allergies in one place. Helps hospitals and care homes decide the right level of nursing support for each person.

Before the first session, learn each client's goals, obstacles and level of commitment. Designed for life coaches who want to prepare a tailored plan and know how the person prefers to stay in touch.

Work out how much life protection a household needs from its debts, income, final expenses, children's education and existing coverage. It supports one or two applicants, each signing at the end.

Log every light fixture in a facility, including its location, type, quantity, wattage and controls. Built for energy auditors and maintenance teams planning lighting upgrades.

Check how well a learner understands spoken language through multiple-choice pronunciation questions. Suited to language teachers who want to measure their students' listening skills.

Lets insurers document a visit to a policyholder’s property to spot hazards and recommend preventive steps. It captures representative, underwriter and policyholder details, observations and supporting photos.

Walks insurance inspectors through a loss control visit or phone review with a policyholder. It covers operations, staffing, safety programs, on-site hazards and vehicle fleet, and ends with the inspector's view of the risk.

Capture location, manufacturer, size and occupancy details for a manufactured home together with its estimated value. Made for appraisers and valuation firms that need a tidy, signed report.

Ask employees, customers, suppliers and other stakeholders which environmental, social and governance topics they see as priorities for the company. Their answers feed the sustainability report and ESG strategy.

Check the core knowledge of maintenance and repair technicians with questions on batteries, voltage and electrical resistance. The score is added up automatically once the test is finished.

Records a patient's COVID-19 vaccination and exposure status plus allergies, conditions, surgeries and current medicines. Designed for clinics that want a full health picture before the visit.

Guide auditors through a patient record review at skilled nursing facilities. It captures facility details, admission and discharge dates, payer type and whether record retention policies are being followed.

Review how complete and accurate your facility's patient charts are. The auditor checks demographics, history, medications, progress notes and privacy protection, then signs off on the results.

Helps clinicians document whether a patient can make a specific decision for themselves. It walks through understanding, retaining, weighing and communicating information, then records best-interest actions and the discharge plan.

Guides a clinician through a mental status exam, from the patient's personal details to diagnosis and treatment. It records appearance, behaviour, cognition, medical background and medication.

A short check of mood and anxiety symptoms over the past two weeks, with room for extra comments. Helps health professionals spot needs early and track a client's progress.

Helps personal trainers understand a client's habits, digestive health and metabolic symptoms before building a program. It combines lifestyle questions with a symptom rating scale to flag possible imbalances.

Understand your patients' emotional state with rating scales for happiness, sadness, anger and boredom. It also explores how colors affect their mood and what lifts them up or brings them down. Made for therapists, psychologists and mental health professionals.

Screen a new client before training starts with a health questionnaire, body measurements, movement tests and personal goals. Designed for personal trainers who want to build a safe, tailored plan.

Pre-exercise physical readiness questionnaire, with doctor clearance when needed.

Note the findings of a general, school, sports or pre-employment physical. It records the visit type, vision, medical and musculoskeletal exam results, and the physician's recommendations.

Pain areas, intensity, and injury background to plan the physical treatment.

A quick symptom screen before the appointment, with extra questions only when symptoms exist.

Document a seafarer's fitness for duty before boarding or renewing a certificate. It gathers identity, onboard rank, ship type, health history and medications, signed by the seafarer and a witness.

Summarizes a student's reading level, math progress, and individual needs to guide the right classroom or grade placement.

Walk through a task or work area hazard by hazard and record who could be harmed and which controls already exist. The protective equipment matrix sets out what staff must wear before starting. It closes with the signature of the person who carried out the review.