# Group Compliance Review Template: free UK download

Canonical: https://paddl-ai.co/templates/group-compliance-review-template
Last reviewed: 2026-09-11 by the Paddl team

Free monthly group compliance review template for hospitality head offices: every site's compliance status, hygiene rating and date, overdue items and actions on one sheet

## In one sentence

The Group Compliance Review Template is a free PDF for UK food businesses with 4 record sheets: 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. Download it, print it or fill it in, and keep it with your food safety records; Paddl keeps the same records on a phone with timestamps and reminders.

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.

## Why you need it

- 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 is 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

## Record sheets

- **Estate Summary**: columns Measure, This Month, Last Month, Change, Notes
- **Site-by-Site Review**: columns Site, Status (G/A/R), Hygiene Rating, Rating Date, Missed Checks This Month, Expiring Next 90 Days, Open Actions, Area Manager
- **Expiring Items Register**: columns Site, Item (certificate, licence, policy, lease), Expiry Date, Owner, Renewal Started (Y/N), Notes
- **Actions Log**: columns Site, Action, Raised (Month), Owner, Due, Status, Closed (Date)

## How to use it

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

- 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

Download the file from https://paddl-ai.co/templates/group-compliance-review-template (email required). The Paddl features that keep the same records: https://paddl-ai.co/features/compliance, https://paddl-ai.co/features/documents, https://paddl-ai.co/features/licences, https://paddl-ai.co/features/insurance.