Shows a simple example of management information using a spreadsheet and how this converts to a chart
Example of Management Information

My Template Collection

Over the years I’ve collected, modified and used templates which have been useful when keeping records as required for professional practice, data protection and legal requirements.

These templates are free to use. This is the starting place for forms you might need depending on the organisation you work for.

Feel free to adapt.  Add your own logo and anything else relevant to your situation.

Free Templates Download

At a Glance Fitness Advice Form: a form used to send information back to managers in a quick fashion. There are tick boxes and standardised phrases to cut down on time, both to produce the information and for managers to read quickly

Anonymised Group Results: Recommended under legislation such as the Control of Substances Hazardous to Health (COSHH) Regulations. The form gives management group information, such as drivers or caterers.  It protects individuals confidentiality and shows problems with a process or staff group. If groups have health issues then review the risk assessment and tighten control methods.

Case Conference Meeting Notes: Complex case management is sometimes easier and quicker if done face to face with management, safety, health and the worker. Here you can discuss the situation and options available openly.  This not only cuts down misunderstanding but also time.

Consent for GP report:  Individuals have to give consent for information from their own GP

Flow chart of Consent
Consent with instructions

or Specialist to be released.  Modify as necessary.

Consent flowchart: There are regulations that apply when requesting health information and workers have rights.  Use this flowchart to explain and adapt as necessary.

DSE assessment form:  The free templates download includes an assessment form for assessors to work through when trying to decide if the Display Screen Equipment meets users and regulations requirements.

General Health Questionnaire: A general health questionnaire for workers

Health record: A free template download of a health record (as described under COSHH)

Letter to GP:  Don’t waste your time drafting a new letter each time you write to a workers GP – use the free templates download to adapt.

Management Referral form: Managers who request Occupational Health advice can use this form to ask consistent and legally correct questions and it helps the worker understand the process.  Don’t forget the training for managers too.

New and Expectant Mothers RA Risk assessment for new and expectant mothers with guidance notes

Night Workers Health Checks: Workers should be offered health checks under the Working Time Regulations.  This free templates download is the health questionnaire used as the basis for deciding if a formal health check is required.  Administered by health professionals only.

OH Recruitment – 2 Free Templates download

  1. Matrix for Assessing Application forms Shortlisting criteria
  2. Occupational Health Professionals Suggested Interview Questions

Risk-assessment-and-policy-template – general health and safety

Service Level Agreement Template: A simple example of a service level agreement between an occupational health service and a business

3-year plan Template:  Most occupational health services work better with long-term goals.  This is a simple example of a 3-year plan that is easily adapted to future plans

Stress Risk Assessment guidance form: An example of a stress risk assessment form with examples of what’s included.

Other information available from

Video Stream

Why not subscribe to information/training videos available from my   YouTube channel eg Bradford Factor and Absence


Why not go to the free policy documents page too – these can be adapted to suit your organisations’ occupational health and safety needs – click here to be taken to the page.

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