IT & operations form templates

5S workplace audit Score any work area on the five S's, capture findings with photos, and turn them into actions with owners. 23 questions · 4 pages Access request An online form employees and contractors use to request new, changed or removed system access, routed straight to their manager for approval. 25 questions · 4 pages AI tool usage request An online form staff use to ask for approval before using an AI tool at work — covering what it's for, what data it would see and how its output is checked. 26 questions · 4 pages Architecture review request Bring a design to an architecture review board or senior engineers with the context they need to give useful feedback. 32 questions · 4 pages Backup verification log A one-page log administrators fill in after checking a backup, with a restore test result and a ticket when a job has failed. 21 questions Business impact analysis An online BIA questionnaire departments complete for each critical process — how bad disruption gets over time, how long it can stop, what it depends on and how fast it must recover. 31 questions · 4 pages BYOD enrollment agreement An online form employees use to register a personal phone, tablet or laptop for work and sign your bring-your-own-device security terms. 22 questions · 4 pages Calibration record Keep a signed record of every instrument calibration, from the reference standard used to the date it's due again. 36 questions · 3 pages Change request An online form for proposing a change to systems or infrastructure, with the risk, testing and rollback plan spelled out before anyone approves it. 33 questions · 4 pages Code review checklist A structured checklist for pull request reviews, with a recorded decision and the reasons behind it. 21 questions · 3 pages Cold chain temperature excursion Report a cold chain excursion in storage or transit, with the readings, logger data and a documented decision on the product. 40 questions · 3 pages Controlled document change request An online change request for SOPs, policies, forms and other controlled documents, with reasons, redlines and approvers. 25 questions · 4 pages Corrective action request (CAPA) An online CAPA form that takes a quality problem from problem statement to root cause, actions and verified effectiveness. 30 questions · 4 pages Customs commercial invoice worksheet Collect everything needed to prepare an export commercial invoice, from HS codes and origin to Incoterms and the reason for export. 44 questions · 3 pages Damaged goods report An online form for warehouse and store staff to report damaged, missing or spoiled stock with photos and a proposed action. 27 questions · 4 pages Disaster recovery test record An online record IT teams complete after a DR exercise or backup restore test — what was tested, how long it took, what failed and what changes next. 25 questions · 3 pages DNS change request Collect the exact record, value and timing for every DNS change, so nothing gets mistyped and every edit has a paper trail. 23 questions · 3 pages Dock appointment request Let carriers and suppliers request a delivery or pickup slot with everything the dock needs to plan labour and doors. 35 questions · 3 pages Equipment checkout An online sign-out form for lending equipment that records the borrower, the item's condition, its accessories and the due date, with a signature. 21 questions · 3 pages Evacuation drill record Fire wardens record each drill on their phone: the times, the headcount, what went well and what needs fixing before the next one. 24 questions · 2 pages Feature request Collect product ideas from customers or colleagues in a consistent format, starting with the problem rather than the solution. 17 questions · 3 pages File restore request Collect everything IT needs to find and restore a lost file on the first try. 25 questions · 4 pages Firewall rule request Get exact addresses, ports, a business reason and an expiry date on every firewall change before anyone opens a console. 28 questions · 4 pages First article inspection Check the first part off a new or changed run against its drawing, and keep a signed record of what was measured and decided. 34 questions · 3 pages Forklift pre-use checklist A one-page start-of-shift check operators complete on their phone before using a forklift, with a do-not-use tag record when something fails. 16 questions Freight claim Collect a complete cargo claim for lost, short or damaged freight, with photos, values and documents attached. 36 questions · 3 pages Goods received note An online goods received note for checking deliveries against the purchase order, recording discrepancies and signing for what arrived. 36 questions · 4 pages Hot desk booking A simple desk request for hybrid offices — where people want to sit, the kit they need and whether they're driving in, in one form. 24 questions · 3 pages Incident tabletop exercise Document a security incident tabletop exercise from scenario to improvement actions, so the lessons lead to changes. 27 questions · 4 pages Integration request An online form teams use to request an integration between two systems, with the data flow, owners and security needs spelled out up front. 28 questions · 3 pages Internal audit checklist An online internal audit checklist for checking a process against its requirements and recording evidence, findings and sign-off. 26 questions · 4 pages IT acceptable use acknowledgement An online form for staff, contractors and volunteers to confirm they've read your IT policies and agree to the key rules — signed and dated. 22 questions · 4 pages IT asset disposal record An online record IT teams complete for every decommissioned device — how its data was removed, who took it away, and the certificate that proves it. 30 questions · 3 pages IT asset registration An online form IT teams use to register each new device — what it is, where it came from, its warranty, who has it and how it's secured. 30 questions · 3 pages IT incident report An online form for reporting an IT outage or fault: what's affected, when it started, the symptoms, and how many people are impacted. 23 questions · 3 pages IT project request A consistent intake form for project ideas, so IT and the PMO can compare and prioritise requests fairly. 29 questions · 3 pages Kaizen event report Document a kaizen or rapid improvement event from problem statement to results, with follow-up actions that don't get lost. 29 questions · 4 pages Key or access card request An online form for staff and contractors to request keys, new or replacement access cards, and door permissions, with manager sign-off. 26 questions · 3 pages Layered process audit A quick, repeatable shop floor check for every layer of management, from team leader to plant manager. 23 questions · 3 pages Load securing checklist A pre-departure check that drivers and loaders complete together, with photos of the secured load and the seal. 29 questions · 3 pages Lost or stolen device report An online form staff use to report a lost or stolen laptop, phone, tablet, security key or badge, so IT can lock, wipe or replace it quickly. 29 questions · 4 pages Machine changeover checklist Give operators one checklist for every product changeover, from clearing the line to releasing the first good part. 32 questions · 3 pages Meeting room booking An online booking request for meeting rooms that captures the when and who, plus the layout, equipment and catering the organiser needs. 26 questions · 3 pages Nonconformance report An online NCR form for quality teams to record a product, process or material nonconformance, contain it and decide its disposition. 32 questions · 4 pages Offboarding checklist A structured way to make sure equipment, access and handover are all closed out properly when someone leaves. 27 questions · 4 pages Office move request One request that gives facilities and IT everything they need to move a desk, a team or a room full of equipment. 35 questions · 4 pages Office supplies order Let staff order pens, paper, toner and coffee from the stock list in the units you buy them in, charged to the right cost centre. 29 questions · 3 pages Open source component request A request form for using an open-source library, covering how it's used, its licence and its security health. 25 questions · 3 pages Order picking error report Record each mispick or pack error with the item expected and sent, why it happened and what was done about it. 28 questions · 3 pages Package receipt log One record per parcel — from the courier's hand to the person it's for — with the storage spot and a signature at handover. 27 questions · 3 pages Password reset request An online form staff use to request a password reset, account unlock or two-step verification reset — with identity verification built into the request. 19 questions · 3 pages Penetration test scoping Agree what a penetration test covers, when it runs and who to call if something goes wrong, before anyone starts scanning. 29 questions · 2 pages Personal data breach report An internal form for staff to report a suspected data breach as soon as they spot it, so your organization can respond quickly. 24 questions · 4 pages Pool vehicle booking An online booking form for pool cars and vans that records the driver, the trip, and the mileage, fuel and condition on return. 34 questions · 4 pages Post-incident review An online template for engineering, IT and operations teams to document an incident after it's resolved — timeline, impact, root cause and actions. 32 questions · 4 pages Preventive maintenance checklist An online checklist for technicians to record scheduled maintenance on machinery, with readings, parts and the next due date. 30 questions · 4 pages Privacy impact assessment A three-page assessment project teams complete before a new system or process starts using personal data. 31 questions · 3 pages Production batch record Capture everything that went into a batch and how it was made, so it can be traced and released with confidence. 39 questions · 4 pages Production downtime log An online downtime log for operators to record every machine or line stoppage with its times, cause, lost output and fix. 27 questions · 3 pages Quality inspection report An online inspection report for checking a product or batch against its specification and recording a clear accept or reject decision. 32 questions · 3 pages Records destruction request A request-and-approval form for disposing of old records, with a legal hold check that stops the request in its tracks when the answer is no. 28 questions · 2 pages Release deployment checklist A go-live checklist engineers fill in during a release, with a proper rollback record whenever a check doesn't pass. 25 questions · 2 pages Report & dashboard request Help your data team build the right report first time by starting with the question, not the chart. 27 questions · 3 pages Risk register entry An online form for adding a risk to your register — described, rated, owned and given a treatment plan and review date. 32 questions · 4 pages Security policy exception request Handle the cases where a security policy can't be followed — with the risk written down, compensating controls named and an end date set. 26 questions · 4 pages Server provisioning request Collect everything the infrastructure team needs to build a new server or cloud instance in one request, from sizing to who owns it. 32 questions · 2 pages Shared mailbox or distribution list request Get the address, owners, members and approval for a new team inbox or email list in one request. 25 questions · 4 pages Shift handover report Hand over production status, open issues and next-shift tasks in one signed record. 29 questions · 4 pages Shipping request An online form for staff to request outbound shipments, giving the shipping team everything they need to book the courier. 33 questions · 4 pages Software license and certificate register Record each license, subscription, certificate or domain your organisation pays for, with the date it renews and the person who decides whether it should. 24 questions Software renewal review Ask each subscription's owner whether it's still worth paying for — before it renews on its own. 31 questions · 4 pages Software request Let staff ask for new apps or SaaS tools online, with the cost, business need and a short security check captured up front. 27 questions · 4 pages SSL certificate request Collect everything IT needs to issue, renew, reissue or revoke a TLS certificate in one request. 31 questions · 3 pages Stock count sheet An online stock count sheet for cycle counts, spot checks and year-end stocktakes, with variances and counter sign-off. 34 questions · 3 pages Supplier return request (RMA) Send goods back to a supplier with the order, the reason, photos and the outcome you want recorded in one place. 24 questions · 3 pages Suspicious email report An online form staff use to report a suspected phishing email, text or call — including whether they clicked a link or shared any details. 24 questions · 3 pages User acceptance testing sign-off Give the business owner a clear, signed way to accept a release, accept it with conditions, or stop it with the defects that block go-live. 26 questions · 2 pages User access review An online form system owners and managers complete during periodic access reviews to certify who should keep, change or lose access. 23 questions · 3 pages Vendor security questionnaire A structured third-party security assessment covering governance, technical controls, incident handling and certifications. 38 questions · 5 pages Visitor sign-in A digital visitor book for your reception desk that records who's on site, who they're seeing and that they've agreed to your site rules. 22 questions · 3 pages Vulnerability disclosure report A clear, structured way for security researchers and customers to report a flaw in your website, app or product. 21 questions · 3 pages Warehouse racking inspection A bay-by-bay racking check with damage graded green, amber or red, photos attached and a signed record for every inspection. 18 questions · 4 pages Website update request Turn scattered "can you update the website" emails into one structured request with the page, content and deadline attached. 22 questions · 4 pages