Trackwalker Templates

Trackwalker Templates

There is a huge number of templates that someone in the Trackwalker 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 Trackwalker. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Monthly Track Inspection Report
2. Equipment Maintenance Log
3. Work Order Request Form
4. Safety Incident Report
5. Track Repair Cost Analysis
6. Daily Work Schedule
7. Inventory Management Spreadsheet
8. Track Maintenance Checklist
9. Employee Timesheet
10. Training Attendance Record

Reports

Reports are often prepared by a Trackwalker 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. Track Inspection Report
2. Equipment Maintenance Report
3. Work Order Completion Report
4. Safety Incident Report
5. Track Repair Report
6. Inventory Usage Report
7. Track Condition Assessment Report
8. Monthly Performance Report
9. Track Defects Report
10. Resource Allocation 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 Trackwalker does and how they do it.

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Presentations

Trackwalker 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 Track Inspection Report
2. Safety Training Presentation
3. Equipment Maintenance Update
4. Track Repair Progress Report
5. Incident Investigation Presentation

Legal Docs

There are several key times when a Trackwalker 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. Safety Inspection Checklist Template
3. Equipment Maintenance Log Template
4. Work Order Template
5. Employee Time Sheet Template

Health & Safety Templates

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

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Toolbox Talk Template
5. Personal Protective Equipment (PPE) Checklist Template

Calendars

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

1. Monthly Work Schedule Calendar
2. Equipment Maintenance Calendar
3. Track Inspection Calendar
4. Safety Training Calendar
5. Project Planning Calendar

Invoice Templates

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

1. Monthly Track Maintenance Invoice
2. Equipment Repair Invoice
3. Material Purchase Invoice
4. Overtime Labor Invoice
5. Track Inspection Invoice

Survey Templates

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

1. Monthly Track Condition Survey
2. Equipment Inspection Survey
3. Safety Compliance Survey
4. Vegetation Control Survey
5. Track Maintenance Feedback Survey

Meeting Agendas

Having premade Trackwalker 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 Safety Meeting
2. Equipment Maintenance Meeting
3. Track Inspection Meeting
4. Work Planning Meeting
5. Team Collaboration Meeting

Budget Templates

To manage finances well, a Trackwalker 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. Debt Repayment Plan Template
5. Annual Budget Forecast Template

Dashboards

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

1. Monthly Equipment Performance Dashboard
2. Work Order Completion Dashboard
3. Safety Incident Dashboard
4. Track Maintenance Schedule Dashboard
5. Cost Analysis Dashboard

Proposal Templates

For bidding or requesting work, a Trackwalker 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 Track Inspection Proposal
2. Track Repair and Maintenance Proposal
3. Equipment Upgrade Proposal
4. Safety Training and Certification Proposal
5. Track Improvement and Expansion 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 Trackwalker 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.