Free Editable Compliance Templates
Free editable Word and Excel documents you can adapt to your business and keep as working compliance records.
Prepared by Morgan Compliance Group · Published 23 October 2026 · Updated 23 October 2026
Who it's for
Employers, supervisors and managers who need a practical starting point for their health and safety documentation.
Free editable compliance templates
These are working documents, not finished evidence. Download a Word or Excel file, replace the example entries and record the actual arrangements in your business.
Risk Assessment Template
An editable risk assessment that helps you record hazards, people at risk, controls and actions for your actual work.
View template EDITABLE WORD TEMPLATECOSHH Assessment Template
An editable assessment to record how a substance is used, who may be exposed and the controls needed.
View template EDITABLE WORD TEMPLATEAccident and Incident Report Form
A practical form for recording what happened, any injury or damage, investigation findings and corrective actions.
View template EDITABLE EXCEL TEMPLATETraining Matrix Template
An editable training matrix that shows who has completed each course, which refreshers are approaching and where action is needed.
View template EDITABLE WORD TEMPLATERAMS Template (Risk Assessment and Method Statement)
A working RAMS document combining project-specific methods, risk controls and a briefing record for the people carrying out the job.
View template EDITABLE WORD TEMPLATEHealth and Safety Policy Template for Small Businesses
An editable three-part health and safety policy covering intent, named responsibilities and how the business manages its day-to-day risks.
View template EDITABLE EXCEL TEMPLATEEnvironmental Aspects and Impacts Register
An editable register for identifying environmental aspects, scoring their impacts and tracking significant risks and controls.
View template EDITABLE WORD TEMPLATEAccident Investigation Template
An editable investigation record that helps establish what happened, understand underlying causes and confirm that corrective actions work.
View templateThis resource is general guidance. Adapt it to your own business, activities and risks.
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