Track Patrol Templates

Track Patrol Templates

There is a huge number of templates that someone in the Track Patrol role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Track Patrol. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Incident Report Template
2. Daily Activity Log Template
3. Security Patrol Checklist Template
4. Equipment Maintenance Log Template
5. Incident Investigation Report Template
6. Shift Schedule Template
7. Training Attendance Sheet Template
8. Vehicle Inspection Checklist Template
9. Key Control Log Template
10. Monthly Performance Report Template

Reports

Reports are often prepared by a Track Patrol to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Daily Activity Report
2. Incident Report
3. Security Check Report
4. Equipment Maintenance Report
5. Personnel Schedule Report
6. Vehicle Inspection Report
7. Access Control Report
8. Alarm Response Report
9. Site Inspection Report
10. Training Attendance Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Track Patrol does and how they do it.

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Presentations

Track Patrol presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Incident Report
2. Safety Training Presentation
3. Security Audit Findings
4. Emergency Response Plan
5. Equipment Maintenance Update

Legal Docs

There are several key times when a Track Patrol needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Incident Report Template
2. Daily Activity Log Template
3. Safety Inspection Checklist Template
4. Equipment Maintenance Log Template
5. Incident Investigation Report Template

Health & Safety Templates

Health & Safety templates for a Track Patrol ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Safety Inspection Checklist Template
3. Emergency Response Plan Template
4. Personal Protective Equipment (PPE) Assessment Template
5. Training Attendance Record Template

Calendars

Setting up Track Patrol calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Shift Schedule Calendar
2. Incident Report Calendar
3. Training and Certification Calendar
4. Equipment Maintenance Calendar
5. Vacation and Time-off Calendar

Invoice Templates

Several types of Track Patrol invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Track Patrol Services Invoice
2. Track Patrol Equipment Maintenance Invoice
3. Track Patrol Incident Report Invoice
4. Track Patrol Training Services Invoice
5. Track Patrol Vehicle Fuel and Maintenance Invoice

Survey Templates

For a Track Patrol to get insights related to the work they do, they need to send out Track Patrol surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Monthly Incident Report Survey
2. Customer Satisfaction Survey
3. Safety Compliance Survey
4. Equipment Maintenance Survey
5. Security Training Evaluation Survey

Meeting Agendas

Having premade Track Patrol meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Team Meeting
2. Incident Review Meeting
3. Training and Development Meeting
4. Equipment Inspection Meeting
5. Performance Evaluation Meeting

Budget Templates

To manage finances well, a Track Patrol would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Income Tracking Template
3. Savings and Investment Tracker
4. Emergency Fund Budget Template
5. Debt Repayment Plan Template

Dashboards

Dashboards are a useful way for a Track Patrol to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Incident Dashboard
2. Patrol Activity Dashboard
3. Equipment Maintenance Dashboard
4. Personnel Performance Dashboard
5. Risk Assessment Dashboard

Proposal Templates

For bidding or requesting work, a Track Patrol needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Security Assessment Proposal
2. Security Training and Development Proposal
3. Equipment Upgrade and Maintenance Proposal
4. Incident Response and Crisis Management Proposal
5. Security Policy Review and Implementation Proposal

Get Your Template Made

We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Track Patrol templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.