Forms & Templates¶
Standardised forms and templates supporting HSQEMS processes.
Overview¶
Forms provide consistent documentation for health, safety, quality and environmental processes and capture audit evidence. All forms are available either as downloadable templates or online submissions via the CRGI website.
Quick Access by Category¶
Risk & Incident¶
| Ref | Form Name | Access |
|---|---|---|
| HFORM01 | Risk Assessment Template | Template |
| HFORM02 | Hazard Report Form | Online Form · Template |
| HFORM03 | Incident Report Form | Online Form · Template |
| HFORM12 | COSHH Assessment Form | Template |
| HFORM13 | Fire Risk Assessment | Template |
| HFORM14 | First Aid Assessment | Template |
Operations & Change¶
| Ref | Form Name | Access |
|---|---|---|
| HFORM06 | Supplier Assessment Form | Template |
| HFORM07 | Change Request Form | Online Form · Template |
| HFORM10 | Customer Feedback Form | Online Form · Template |
| HFORM15 | RAMS Template | Template (DOCX) |
| HFORM17 | Equipment Calibration Record | Template |
Governance & Performance¶
| Ref | Form Name | Access |
|---|---|---|
| HFORM05 | Corrective Action Form | Template |
| HFORM08 | Audit Checklist | Template |
| HFORM09 | Management Review Template | Template |
People & Training¶
| Ref | Form Name | Access |
|---|---|---|
| HFORM04 | Training Record Template | Template |
| HFORM11 | DSE Self-Assessment | Online Form · Template |
| HFORM16 | Toolbox Talk Record | Template |
| HFORM18 | Induction Checklist | Online Form · Template |
| HFORM19 | Staff Acknowledgment Form | Online Form · Template |
Complete Form Reference¶
| Ref | Form Name | Purpose | Related Procedure |
|---|---|---|---|
| HFORM01 | Risk Assessment Template | Structured risk analysis documentation | HPROC01 |
| HFORM02 | Hazard Report Form | Workplace hazard reporting | HPROC02 |
| HFORM03 | Incident Report Form | Incident/accident/near miss reporting | HPROC15 |
| HFORM04 | Training Record Template | Training completion evidence | HPROC09 |
| HFORM05 | Corrective Action Form | Non-conformity documentation | HPROC14 |
| HFORM06 | Supplier Assessment Form | Third-party due diligence | HPROC08 |
| HFORM07 | Change Request Form | Change authorisation requests | HPROC07 |
| HFORM08 | Audit Checklist | Internal audit documentation | HPROC12 |
| HFORM09 | Management Review Template | Review meeting structure | HPROC13 |
| HFORM10 | Customer Feedback Form | Client satisfaction and feedback | HPROC19 |
| HFORM11 | DSE Self-Assessment | Display screen equipment assessment | HPOL21 |
| HFORM12 | COSHH Assessment Form | Hazardous substance assessment | HPOL15 |
| HFORM13 | Fire Risk Assessment | Fire safety assessment | HPOL18 |
| HFORM14 | First Aid Assessment | First aid needs assessment | HPOL17 |
| HFORM15 | RAMS Template | Risk Assessment Method Statement | HPROC20 |
| HFORM16 | Toolbox Talk Record | Safety briefing records | HPOL06 |
| HFORM17 | Equipment Calibration Record | Calibration documentation | HPROC11 |
| HFORM18 | Induction Checklist | New starter onboarding | HPROC09 |
| HFORM19 | Staff Acknowledgment Form | Policy acknowledgment | ISO 7.3 |
Gravity Forms¶
The following forms are available as online submissions at crgi.uk and have importable Gravity Forms JSON exports in the gravity-forms/ directory:
| Form | JSON File | Form ID |
|---|---|---|
| HFORM02 | HFORM02_Hazard_Report.json | 20 |
| HFORM03 | HFORM03_Incident_Report.json | 21 |
| HFORM07 | HFORM07_Change_Request.json | 22 |
| HFORM10 | HFORM10_Customer_Feedback.json | 23 |
| HFORM11 | HFORM11_DSE_Self_Assessment.json | 24 |
| HFORM18 | HFORM18_Induction_Checklist.json | 25 |
| HFORM19 | HFORM19_Staff_Acknowledgment.json | 26 |
A combined export (HFORM_All_GravityForms_Export.json) is available for bulk import.
Using Forms
- Access the appropriate form via the links above
- Complete all required fields
- Obtain necessary approvals per the related procedure
- Completed forms are automatically stored when using online forms
Version Control
Always use forms from this portal to ensure you have the current version.
Document Owner: Sean Ashton, Operations Manager Last Updated: 24/02/2026