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Monitor asset health and performance across all sites in one view.
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All Categories
Core Tables
Industry-Specific
Asset & Inventory
Compliance & Governance
Capital Planning & Financial
Communication & Stakeholders
Data, Analytics & Performance
Environment & Sustainability
Health & Safety
Maintenance & Reliability
Procurement & Suppliers
Project & Works
Security & Access Control

All Templates

Core Tables

Smart

Asset & Inventory

Asset Register template

Centralize asset information for easy tracking.

Inventory Discrepancy Log template

Track inventory mismatches and reasons.

Smart

Asset Lifecycle Analysis template

Calculate total cost from acquisition to disposal.

Inventory Reorder Point Tracker template

Automate inventory thresholds and purchase points.

Asset Disposal Log template

Guide secure, compliant disposal of assets.

Smart

Inventory Obsolescence Analysis template

Identify and manage outdated or slow-moving stock.

Equipment Lifecycle Projection template

Forecast asset viability and replacement timelines.

Spare Parts Utilization Log template

Track usage of backup inventory parts.

GPS Asset Tracking Protocol template

Establish guidelines for real-time asset location.

Mobile Asset Transfer Form template

Document relocation of movable assets.

Inventory Cost Allocation template

Break down inventory costs across departments.

Asset Defect Log template

Track and detail asset defects over time.

Physical Storage Log template

Monitor item placement and space allocation.

Product Return Log template

Document reasons and outcomes of returns.

Warehouse Audit Checklist template

Systematically review warehouse operations.

Lighting Inspection Log template

Record lighting checks and replacements.

Facility Furniture Inventory Log template

Organize furniture assets and upkeep records.

Tool Lending Log template

Track borrowed tools and equipment.

Equipment ID Tag Log template

Document creation and assignment of ID tags.

Storage Rack Inspection Log template

Inspect racks for structural integrity.

Internal Move Log template

Keep track of asset relocations within a facility.

Asset Damage Checklist template

Quickly assess and document asset damage severity.

Compliance & Governance

Regulatory Compliance Checklist template

Ensure alignment with key regulations and standards.

Governance Maturity Assessment template

Gauge organizational governance effectiveness.

Policy Update Log template

Track governance policy revisions and history.

Legislative Awareness Tracker template

Monitor new regulations affecting operations.

Ethics & Compliance Training Log template

Track compliance and ethics training attendance.

Audit Findings Resolution Tracker template

Manage corrective actions for audit issues.

Policy Acknowledgment Record template

Document employee agreement to policies.

Internal Audit Planning Calendar template

Schedule audits and assign responsible teams.

Supplier Compliance Matrix template

Assess vendor adherence to regulations and standards.

Code of Conduct Register template

Centralize official conduct guidelines and updates.

Regulatory Gap Analysis template

Identify shortfalls between operations and regulations.

Regulatory Incident Log template

Record non-compliance events and resolutions.

Compliance Observations Log template

Note real-time compliance checks or issues.

Legal Compliance Log template

Centralize facility-related legal obligations.

Capital Planning & Financial

Capital Expenditure Proposal template

Plan and justify capital investments accurately.

Budget Tracking Worksheet template

Monitor budget vs. actual spend continuously.

Asset Depreciation Schedule template

Forecast depreciation across asset lifetimes.

Funding Application Requests Log template

Streamline capital funding requests.

Cash Flow Projection template

Forecast inflows and outflows over time.

ROI Assessment Worksheet template

Compare potential returns from investments.

OPEX vs CAPEX Tracker template

Distinguish operational from capital expenditures.

Profitability Scenario Planner template

Evaluate different financial outcomes and strategies.

Financial Milestone Calendar template

Outline key budget and finance deadlines annually.

Fund Allocation Governance template

Ensure transparent oversight of allocated funds.

Revenue Forecasting Dashboard template

Predict future income trends in real-time.

CapEx Approval Log template

Track capital expenditure requests and decisions.

Communication & Stakeholders

Stakeholder Engagement Plan template

Outline stakeholder communication strategies.

Feedback Tracking System template

Collect and manage stakeholder input quickly.

External Communication Guidelines template

Standardize messages to external entities.

Community Relations Plan template

Outline engagement with external communities.

Stakeholder Mapping Template template

Visualize and categorize all stakeholders.

Public Outreach Schedule template

Plan engagements with external audiences systematically.

Meeting Agenda Standard template

Keep meetings on track with structured agendas.

Employee News template

Share internal updates in a uniform format.

Partnership Collaboration Framework template

Define roles and expectations in strategic partnerships.

Employee Onboarding Log template

Track each new hire’s onboarding progress.

Communication Follow-up Log template

Ensure all communication actions are completed.

Facility Signage Log template

Track placement and condition of facility signs.

Noise Complaint Log template

Collect and resolve noise-related issues.

Facility Rental Checklist template

Ensure readiness for short-term facility rentals.

Facility Reservation Log template

Manage bookings of shared spaces.

Internal Training Attendance Log template

Track staff attendance for facility-related trainings.

Conference Room Audit Checklist template

Evaluate meeting rooms for functionality.

Occupant Satisfaction Checklist template

Gather feedback on facility conditions regularly.

Occupant Complaint Log template

Collect and address tenant or occupant concerns.

Data, Analytics & Performance

Data Quality Assessment template

Evaluate and improve data accuracy.

Data Governance Policy template

Define data usage, ownership, and security rules.

Trend Analysis template

Identify patterns in operational and financial data.

Data Cleaning Guidelines template

Define best practices for data accuracy.

Benchmarking Scorecard template

Compare performance against industry standards.

Real-Time Analytics Dashboard template

Monitor live operational and financial KPIs.

Data Accessibility Matrix template

Control who sees what data in your systems.

Predictive Forecasting Model template

Proactively anticipate future operational outcomes.

Descriptive Statistics template

Analyze basic metrics (mean, median, mode, etc.).

Data Visualization Style Guide template

Standardize charts, tables, and graphs.

Data Quality Issues Log template

Centralize data errors and resolutions.

Environment & Sustainability

Sustainability Action Plan template

Implement eco-friendly initiatives effectively.

Energy Audit Checklist template

Identify energy-saving opportunities.

Carbon Offset Planning template

Develop carbon reduction strategies and offsets.

Sustainability Procurement Matrix template

Purchase goods that meet eco-criteria.

Waste Management Plan template

Systematize collection and reduction of waste.

Green Procurement Checklist template

Source sustainable goods and services responsibly.

Water Usage Monitoring Log template

Track water consumption patterns and costs.

Sustainable Transport Policy template

Encourage eco-friendly commuting and logistics.

Eco-Audit Implementation Plan template

Conduct and apply findings from eco-audits.

Renewable Energy Feasibility template

Explore wind, solar, or other green energy options.

Biodiversity Impact Assessment template

Review project effects on local ecosystems.

Energy Consumption Log template

Track power usage at regular intervals.

Waste Disposal Log template

Document how and when waste is discarded.

Hazardous Waste Disposal Log template

Record disposal methods for regulated waste.

Energy Consumption Checklist template

Standardize checks for energy usage sources.

Health & Safety

Incident Reporting Form template

Quickly document health and safety events.

Safety Training Matrix template

Track workforce safety competencies and courses.

Hazard Identification & Control template

Systematically detect and mitigate workplace hazards.

Safety Committee Meeting Minutes template

Document health and safety committee discussions.

Emergency Evacuation Plan template

Detail clear evacuation protocols for crises.

Chemical Handling Guidelines template

Safely store and use hazardous substances.

First Aid Equipment Checklist template

Keep essential medical items in stock.

Workplace Ergonomics Assessment template

Promote employee health through ergonomic standards.

Safety Walkthrough Log template

Record findings during on-site safety inspections.

Emergency Contact Directory template

Maintain up-to-date emergency phone numbers.

PPE (Personal Protective Equipment) Tracker template

Ensure everyone has necessary safety gear.

Safety Observation Log template

Capture near-misses and positive safety actions.

Pest Control Checklist template

Inspect and prevent infestations.

Cleaning Supplies Inventory Checklist template

Keep cleaning stock organized and up-to-date.

Emergency Lights Test Checklist template

Verify backup lighting systems function properly.

Fire Door Inspection Log template

Confirm fire doors meet safety regulations.

Hazardous Materials Checklist template

Safely store and handle dangerous substances.

Facility Safety Equipment Checklist template

Inspect essential safety gear on-site.

Elevator Telecom Checklist template

Validate emergency phone lines in elevators.

Chemical Inventory Log template

Record types and amounts of chemicals on-site.

Chemical Inventory Log template

Ensure exit signage meets code and functionality.

Air Quality Inspection Checklist template

Measure and document indoor air quality parameters.

Corridor Safety Checklist template

Keep hallways clear and compliant.

Facility Cleaning Log template

Track cleaning routines and compliance.

Maintenance & Reliability

Asset Condition Assessment template

Evaluate asset health and performance.

Condition Assessment template

Rate asset condition for planning.

Failure Mode Effects Analysis (FMEA) template

Anticipate and address potential equipment failures.

Critical Spares Inventory template

Maintain backup parts for essential equipment.

Asset Repair History Record template

Document past fixes and associated costs.

Downtime Root Cause Analysis template

Investigate equipment or system downtime incidents.

Maintenance Task Prioritization template

Rank work orders by urgency and impact.

Calibration Schedule template

Keep instruments accurately maintained.

Maintenance KPI Dashboard template

Visualize key metrics to track maintenance efficacy.

Lubrication Management Checklist template

Standardize equipment lubrication tasks.

Daily Operations Log template

Record ongoing operational events daily.

Shift Handover Log template

Pass critical info between incoming/outgoing shifts.

Equipment Failure Log template

Record breakdowns, causes, and repair actions.

Generator Maintenance Log template

Track generator testing and repairs.

Elevator Service Log template

Document elevator inspections and upkeep.

Parking Facility Inspection Log template

Note issues and improvements in parking areas.

Plumbing Inspection Checklist template

Standardize regular plumbing system checks.

Landscaping Checklist template

Standardize lawn and garden maintenance tasks.

Roof Inspection Checklist template

Identify roof damage and maintenance needs.

Seasonal Maintenance Checklist template

Plan tasks based on seasonal changes.

Generator Fuel Log template

Track generator fuel consumption and storage.

Facility Façade Inspection Checklist template

Spot structural or cosmetic façade issues.

Floor Load Capacity Checklist template

Ensure safe usage of floors under heavy loads.

Overhead Lighting Checklist template

Inspect ceiling-mounted lighting systems.

Water Filtration System Log template

Track filter changes and water tests.

Mechanical Room Checklist template

Ensure mechanical areas remain safe and orderly.

Facility Damage Log template

Note accidental or weather-related damage.

Driveway Maintenance Checklist template

Keep driveways in good condition.

Breakroom Appliance Checklist template

Systematically maintain shared kitchen equipment.

Roofing Materials Log template

Track roofing supplies and usage.

HVAC Filter Change Log template

Record filter replacements for HVAC units.

Paint Touch-Up Checklist template

Keep interior and exterior walls looking fresh.

Water Leak Detection Log template

Quickly record found leaks and resolution steps.

Generator Load Test Log template

Track scheduled load tests and performance metrics.

Landscaping Equipment Log template

Monitor usage and maintenance of landscaping tools.

Forklift Maintenance Checklist template

Ensure forklifts operate safely and efficiently.

HVAC Maintenance Log template

Track HVAC inspections and servicing.

Building Inspection Checklist template

Systematize regular facility condition checks.

Equipment Lubrication Log template

Record machinery lubrication tasks and intervals.

Critical Asset Downtime Checklist template

Handle outages of essential equipment methodically.

Procurement & Suppliers

Supplier Evaluation Framework template

Rate supplier performance against benchmarks.

Contract Management Checklist template

Organize key contract milestones and duties.

Supplier Onboarding Checklist template

Streamline the process of adding new suppliers.

Purchase Requisition Form template

Standardize internal requests for goods/services.

RFP (Request for Proposal) template

Collect structured proposals from potential suppliers.

Vendor Payment Schedule template

Track payment timelines for supplier invoices.

Preferred Supplier Program template

Formalize relationships with top-performing suppliers.

Procurement Cost Analysis template

Break down total expenses per purchase.

RFQ (Request for Quote) template

Collect uniform quotes for goods/services.

Supplier Partnership Agreement template

Outline mutual commitments with key suppliers.

Vendor Capacity Planning template

Evaluate supplier ability to meet demand.

Supplier Communication Log template

Keep a record of all supplier-related exchanges.

Purchase Order Tracking Log template

Monitor PO status from creation to payment.

Vendor Performance Log template

Document supplier delivery and quality metrics.

Project & Works

Project Scoping template

Define scope, objectives, and roles upfront.

Gantt Chart Project Plan template

Visualize tasks and deadlines over time.

Change Request Form template

Document and assess project scope changes.

Lessons Learned Repository template

Capture and reuse project insights.

Project Risk Register template

Identify, categorize, and prioritize project risks.

Resource Allocation Matrix template

Visualize team capacity and project demands.

Work Breakdown Structure (WBS) template

Decompose large projects into manageable tasks.

Project Budget Reconciliation template

Compare planned vs. actual project spending.

Installation & Commissioning Checklist template

Guide systematic setup of new equipment/sites.

Project Resource Leveling Sheet template

Balance resource assignments across tasks.

Project Closure & Handover template

Formalize project end and transfer responsibilities.

Project Task Progress Log template

Maintain ongoing updates for each project task.

Contractor Work Log template

Document contractor activities on-site.

Facility Renovation Log template

Record details of facility improvement projects.

Security & Access Control

Access Control Policy template

Standardize physical and digital access protocols.

Security Risk Assessment template

Identify and mitigate security threats.

IT Security Incident Log template

Record and manage digital security breaches.

Visitor Management Tracker template

Control and monitor facility visitors effectively.

Cybersecurity Awareness Program Outline template

Define training to prevent digital threats.

Security Access Attempt Log template

Record unauthorized or failed access attempts.

Security Camera Checklist template

Ensure CCTV systems function properly.

Facility Door Hardware Log template

Document locks, hinges, and closures.

Security Drill Log template

Document planned security exercises.

Door Access Control Log template

Track card, key, and fob access events.

Security Lockdown Checklist template

Standardize facility lockdown procedures.

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The Operating System for Smarter Asset Management

Get exclusive early access to the future of asset management.

Join Early Access

One Platform. Total asset control

100's of templates to get you started

Core Tables

Sites template

Assets template

To Do Task Tracker template

Issues template

Components template

Budget Work Order Integration template

Vendor Work Order Integration template

Work Orders template

Asset & Inventory

Asset Register template

Inventory Discrepancy Log template

Asset Lifecycle Analysis template

Inventory Reorder Point Tracker template

Asset Disposal Log template

Inventory Obsolescence Analysis template

Equipment Lifecycle Projection template

Spare Parts Utilization Log template

GPS Asset Tracking Protocol template

Mobile Asset Transfer Form template

Inventory Cost Allocation template

Asset Defect Log template

Physical Storage Log template

Product Return Log template

Warehouse Audit Checklist template

Lighting Inspection Log template

Facility Furniture Inventory Log template

Tool Lending Log template

Equipment ID Tag Log template

Storage Rack Inspection Log template

Internal Move Log template

Asset Damage Checklist template

Compliance & Governance

Regulatory Compliance Checklist template

Governance Maturity Assessment template

Policy Update Log template

Legislative Awareness Tracker template

Ethics & Compliance Training Log template

Audit Findings Resolution Tracker template

Policy Acknowledgment Record template

Internal Audit Planning Calendar template

Supplier Compliance Matrix template

Code of Conduct Register template

Regulatory Gap Analysis template

Regulatory Incident Log template

Compliance Observations Log template

Legal Compliance Log template

Capital Planning & Financial

Capital Expenditure Proposal template

Budget Tracking Worksheet template

Asset Depreciation Schedule template

Funding Application Requests Log template

Cash Flow Projection template

ROI Assessment Worksheet template

OPEX vs CAPEX Tracker template

Profitability Scenario Planner template

Financial Milestone Calendar template

Fund Allocation Governance template

Revenue Forecasting Dashboard template

CapEx Approval Log template

Communication & Stakeholders

Stakeholder Engagement Plan template

Feedback Tracking System template

External Communication Guidelines template

Community Relations Plan template

Stakeholder Mapping Template template

Public Outreach Schedule template

Meeting Agenda Standard template

Employee News template

Partnership Collaboration Framework template

Employee Onboarding Log template

Communication Follow-up Log template

Facility Signage Log template

Noise Complaint Log template

Facility Rental Checklist template

Join `Early Access`

`One Platform.`
Total asset control