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People template

PPE issue and training workflow template

Record the protective equipment issued to each worker, with the signed training acknowledgment OSHA expects

2 steps 6 fields Generates a PDFSignature
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Free for 14 days. No credit card. You can change every step and field.

How it runs, step by step

The process reads from top to bottom. Each step goes to its owner with a deadline, and everything that happens is recorded in the request's timeline.

  1. Request

    Whoever starts the request

    Which equipment the worker needs.

    3 fields in the request form
    • Worker * Person
    • Reason *New hire, Replacement for wear, Lost, New activity Choice
    • Equipment *Columns: Item, Standard (ANSI), Quantity Table

  2. Delivery

    A person or team you choose

    Hand the equipment to the worker, explain how to use it and collect the signature.

    Due in 2 days (business time) Issues: PPE issue and training record
    3 fields
    • Delivered on * Date
    • Training * Checkbox
    • Worker * Signature

Make it yours

  • Rename and reorder steps and add the fields your team actually needs. Totals and formulas are calculated as people type.
  • Choose who does each step: a person, a team, the requester's manager, or someone picked earlier in the form.
  • Set the approvals, including approval limits by amount, and let approvers decide straight from their email.
  • Add deadlines and reminders, counted in business hours if you want, and escalate late steps.
  • Edit the generated document (PPE issue and training record) with your logo and fields. Each PDF carries a verification code.

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New hire → Paperwork → Equipment and accesses → First day → 30-day check-in

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Handle a departure without loose ends: handover, accesses, equipment and termination paperwork.

Departure notice → Handover → Accesses and equipment → Termination paperwork

Vacation request

Pick your dates, get your manager's approval and let HR take care of the rest.

Request → Manager approval → HR records → Sign the notice

Start from this template

Copy it into your workspace, invite the people involved by email, and send the first request today. One plan with every feature, from $49 a month for 5 users.

Use this template