CompliancePDF

Group Compliance Review Template

A free monthly compliance review template for multi-site hospitality groups: one row per site with its compliance status, food hygiene rating and date, overdue checks, expiring certificates and open actions, plus an estate summary and an actions log. PDF, ready to print.

Free downloadReady to useUK compliant
Group Compliance Review Template
PDF
4 record sheets

Head office needs to answer one question a month: which sites need attention, and why. This free review template puts every site on one row with its compliance status, its last food hygiene rating and the date it was given, the checks it missed, the certificates and licences expiring next month and the actions still open from last time. An estate summary at the top gives the board the number of sites at each status and the movement since last month. It is the league table most groups keep in someone's head, written down so the pattern is visible and the visit list writes itself.

What's in the PDF

1

Estate Summary

Columns: Measure · This Month · Last Month · Change · Notes.

2

Site-by-Site Review

One row per site. Status: G complete and nothing overdue; A something slipped and was caught; R a gap an inspector would find. Columns: Site · Status (G/A/R) · Hygiene Rating · Rating Date · Missed Checks This Month · Expiring Next 90 Days · Open Actions · Area Manager.

3

Expiring Items Register

Columns: Site · Item (certificate, licence, policy, lease) · Expiry Date · Owner · Renewal Started (Y/N) · Notes.

4

Actions Log

Columns: Site · Action · Raised (Month) · Owner · Due · Status · Closed (Date).

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Why you need this

Twelve sites under twelve inspectors drift apart quietly; a monthly review is how the drift is caught before the rating changes
Expiring certificates, licences and insurance are only visible across an estate when someone lists them
The board asks how compliant the estate is; this is the one sheet that answers it
Actions agreed on site visits close only if something tracks them

What's included

Estate summary: sites at green, amber and red; average hygiene rating; sites overdue for inspection; open actions
Site-by-site review grid: status, hygiene rating and date, missed checks this month, training and certificates expiring, licence and insurance renewals, open actions, area manager
Expiring items register: every certificate, licence and policy across the estate due in the next 90 days
Actions log carried forward month to month

How to use this template

1

Fill in the ratings from the FSA register

Use the free group hygiene rating scorecard to see every site's rating and date on one screen, then copy them into the grid.

2

Set each site's status from its records

Green means checks complete and nothing overdue, amber means something slipped and was caught, red means a gap an inspector would find. Be strict; the review is only useful if the colours mean something.

3

List what expires in the next 90 days

Training certificates, gas and electrical certificates, premises licences, insurance policies and leases, per site, with the owner.

4

Carry the actions forward

Every open action from last month is either closed with a date or carried forward with a reason. Actions that carry three months are a management problem.

5

Decide the visit list

The red sites and the sites with the oldest ratings are the visits. Take the area manager site visit audit with you.

Tips for getting the most from this template

Review on the same day each month so the numbers are comparable
Keep the rating date next to the rating; a 5 from 2021 is not a 5
Sort the grid by status then by rating date before the meeting
Send each site manager their own row, not the whole estate
Paddl scores every site daily and lists overdue and expiring items per site, so the grid fills itself and the review becomes the decision rather than the data entry

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