Operations Template Types

Project planning is a document that describes how the project will be executed, monitored, and controlled, and closed. This outlines the objectives and scope of the project and serves as an official point of reference for the project team and stakeholders. With project planning templates, you can simplify your project planning from start to finish. You can use these templates to make project proposals, agenda planning, and so on. The available templates in this type are:

• Project Planning Form Template
• Project Proposal
• Data Governance Standards
• Online Storage Specification
• Village level meeting
• Agenda Planning Form
• Plan Form

Project status updates are necessary to manage and keep track of the project. It can provide a documented project history, which consequently simplifies the planning of future work. You can use these templates to get the progress from the assignee, keep track of their status, and ensure all the tasks are completed on time. These templates help you to simplify the communication process and keeping stakeholders informed about the progress. The available templates in this type are:

• Task Form

Customer satisfaction surveys are essential tools for improving your business and ensuring your customers remain with you. These CSAT Survey templates help you gather information from customers that provide valuable insight for your organization to stay relevant and to understand your customer needs and wants. You can select a survey template from the marketplace and customize it as per your business requirements. The available templates in this type are:

• Market Survey Form
• CSAT Survey

Purchase Indent is an internal document used by companies to authorize the requisition of purchase of raw materials, consumables, capital items, etc., needed by the company. These Indenting templates allow you to capture all details about the items required, make, specifications, units, expected date, estimated prices, signatures, etc. You can use these templates to simplify the procurement process and keep track of every procurement made by the indenter. Additionally, you can enforce approvals for every procurement. The available templates in this type are:

• Procurement Indent Form

An internal requisition is a formal request done by the officer-in-charge in maintaining the equipment, supplies, materials, and all other mechanics or tools that are used in an organization to operate. Internal Requisition templates provide a flexible solution to your inventory requisitioning needs. You can use these templates to control approvals and know the status of requests, thus results in effective order management. The available templates in this type are:

• Internal Requisition

KYC form is used by banks and other financial businesses to collect information about the identities and addresses of their clients. With the eKYC templates, you can seamlessly collect any information and signed declarations online. You can capture any details like personal information, contact information, signatures, supporting documents, photos, etc. This type is pre-equipped with some templates which can manage activities like KYC, address verification, etc. The available templates in this type are:

• KYC Form
• Address Verification Form

Make any kind of registration process easier with these templates. Using these templates, you can capture any kind of information like photos, signatures, supporting documents, and other personal details. You can also share a registration link for conducting the online registration. These are very convenient to use and provides easy access to the data when required. This type is pre-equipped with some templates which can manage the activities like patient enrollment, school registrations, any other event registrations, etc. The available templates in this type are:

• Patient Enrollment Form
• New Patient Enrollment
• Registration Process Form
• Music School Registration
• School Admission Registration
• School Club Registration
• School ID Registration
• Summer School Registration
• Swimming School Registration
• Vacation Bible School Registration
• Fitness Flyer Registration Form
• Fitness Gym Registration
• Fitness Training Cancellation
• Swimming Fit Fitness
• Auction Item Registration Form
• Auction Item registration
• College Application Form
• SKI Class Registration
• Business Registration Form
• Customer Registration Form

Collecting data allows you to store and analyze important information about your employees and customers. Collecting this information can also save your company money by building a database of customers for future marketing and retargeting efforts.The data collection templates help you to capture details online from your employees, customers, etc. You can capture the details like personal information, address, photos, signatures, documents, etc. These are very convenient to use and provides easy access to the data when required. This type is pre-equipped with some templates which can manage your data requirements. The available templates in this type are:

• Data Collection Form
• Online Data Storage Requirements
• Online Storage Technical Specifications

An employee satisfaction survey is used by managers or HR professionals to get a better understanding of how their employees view their work environment. It is a major factor in motivation, goal achievement, and morale at the workplace. With the ESAT templates, you can collect survey responses online from any device and then generate detailed reports. This template already includes questions to help you get to know your employees and allows you to customize as per your business needs. You can make use of the below sample template to know your employees.

• ESAT Form

The purpose of a material inspection is to check the quality of the material received from a store or supplier. You may need to record the observations with other details like supplier name, contact details, date of goods received, quantity received, etc. Using these templates, you can easily capture and manage all these details. Additionally, you can capture signatures and enforce approvals. This type is pre-equipped with some templates which can manage activities like material inspection, stock management, and ladder inspection. Make use of the below form templates to record your inspection observations.

• Material Inspection Report
• Executive Stock Management
• Ladder Inspection Form

An equipment maintenance log template is a document that organizations use to record asset maintenance activities. It enables them to monitor their system checkup processes and track maintenance tasks performed by technicians, the exact time the tasks were performed, and each specific task's purpose. Maintenance logs help monitor the condition of assets and ensure they’re in good working order. A maintenance log template would be a great way of keeping a track of all tasks that have to be completed and the people who are in charge of it. Here are some sample templates you can use as equipment maintenance logs.

• Equipment Maintenance Log

The site maintenance log template is a simple document that contains a list of all actions that have been performed at a particular site. The site can be anything like machinery plant, crop, or any workplace. Using these templates, you can record every maintenance issue that arose at a site. These are a great way to keep track of every maintenance activity done at a site. Here are some sample templates you can use as site maintenance logs.

• Site Maintenance Log
• Field Day
• Maintenance Form

The estimate form templates are used to calculate the approximate cost of requested services for a project. Whether you offer construction, installation, or painting services, use these estimate templates to collect service requests from clients and automatically calculate their projected total cost. These templates provide an easy solution for creating professional estimates while saving time and money. This type is pre-equipped with some sample templates which can manage project and work estimates. The available templates in this type are:

• Estimate
• Work Estimate Template

The warehouse templates are designed to optimize operational processes in a warehouse. They allow organizations to control and administer warehouse operations from the time goods or materials enter a warehouse until they move out. You can manage your warehouse activities like stock requisition, report incidents, inspection checklist. You can also track the warehouse functions, such as inventory, picking, packing, shipping, reporting, etc. This information helps warehouse managers identify areas of improvement and track progress. Here are some sample templates you can use to manage warehouse activities.

• Warehouse Form - Requisition of Warehouse Stocks
• Warehouse Incident Report Form
• Warehouse Inspection Checklist