Complete Health & Safety Compliance Pack

An inspector, insurer or auditor asks to see your records. Instead of a box of paper logbooks, you open five dashboards that show what was checked, what is overdue and what was fixed.

Made for small business owners, duty holders and facilities, office or site managers in the UK: shops, schools, clubs, workshops and venues. Each tool takes about 5 to 15 minutes to set up. Not a risk assessment and not health and safety advice.

▶ Easy Start Here guide for every tool included – video tutorials coming to our YouTube channel

What you get: 5 PHKSheets tools (5 spreadsheets) in one download. Spreadsheets work in Microsoft Excel and Google Sheets, with no macros.

Save 42% compared with buying the 5 tools separately at our current listing prices (£51.95 separately, £29.99 for the bundle, both before VAT).

What it does for you

• Fire Safety Logbook: fire alarm, emergency lighting, extinguisher checks, drills, faults and training
• Accident Book & Incident Log: accidents and near misses with RIDDOR report-by dates and follow-up actions
• COSHH Register: hazardous substances, safety data sheets, review dates and LEV and mask checks
• PAT Testing Register: up to 500 appliances with retest due dates and printable PAT labels
• Fleet MOT & Tax Tracker: MOT, tax, insurance and service due dates for up to 100 vehicles, plus driver licence checks

How it works (3 steps)

1. Open each example file to see how it works, then use the -BLANK copies.
2. Set up once: your sites, people and the checks you do.
3. Check each Dashboard weekly: overdue checks, retests, reviews and open actions come first.

What's included

• Start-here.pdf: open this first. It lists every file, says which one to open first, and includes each tool's one-page guide
• 1-Fire-Safety-Logbook.zip: Fire Safety Logbook (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide)
• 2-Accident-Log-and-COSHH-Register.zip: Accident Book & Incident Log (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide); COSHH Register (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide)
• 3-PAT-Testing-Register.zip: PAT Testing Register (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide)
• 4-Fleet-MOT-Tax-Tracker.zip: Fleet MOT & Tax Tracker (example .xlsx with fictional data, -BLANK .xlsx, Start-here guide)
• Why zips? To keep the download tidy, the 5 tools come as Start-here.pdf plus 4 clearly named .zip files. Each zip opens to one folder per tool

Compatibility

• Spreadsheets: Microsoft Excel 2010 or newer (Windows & Mac) and Microsoft 365, and Google Sheets (free Google account). To use Google Sheets: upload the .xlsx to Google Drive, right-click > Open with > Google Sheets, then File > Save as Google Sheets. Set File > Settings > Locale to United Kingdom for £ and UK dates
• Spreadsheets are not designed for Apple Numbers or mobile-only editing. A computer is recommended
• No macros, add-ons or subscriptions

Instant download

This is a digital product. Nothing physical will be shipped. Your download link appears straight after checkout and is also emailed to you. Stuck or have a question? Email info@phkmedia.co.uk and I'll gladly help you set it up.

Good to know

• Every example file uses fictional names and figures
• Each spreadsheet has built-in checks that flag missing or odd entries
• FAQ: Does it replace a fire risk assessment or COSHH assessment by a competent person? No. It keeps the records and reminds you when checks and reviews are due
• FAQ: Does it report to HSE for you? No. The accident log flags what may need a RIDDOR report and by when; you report at hse.gov.uk/riddor
• FAQ: Is it a subscription? No. You pay once and keep the files

DISCLAIMER

These templates are record-keeping aids, not health and safety or legal advice. Check hse.gov.uk or a competent person for your situation. All names and figures in the example files are fictional.

Licence: Licensed for use within one business. Please do not resell, share or redistribute the files.

AI disclosure: These templates and their listing images were designed by PHK MEDIA LTD with the help of AI tools. All formulas were tested and the files were reviewed and finalised by the seller.

© PHK MEDIA LTD

Licence: Licensed for use within one business or household. You may edit and print the files for that business. You may not resell, share or upload them for others.