Practical records. Clear responsibilities.

Compliance & facilities support

Keep the records behind a well-run drinks area in order. Find cleaning sheets, service logs and audit-support templates for your coffee, water and hot-drinks equipment.

16 templates & guides · Printable PDFs · No email required

Coffee equipment with a service planning folder and site records
From daily checks to your next evidence review.

Start with your equipment

Which records could help my site?

Choose your setting and equipment. We will suggest a starting list, explain each record and help you identify what still needs attention.

Useful documents. Ready to use.

Your download library

Print individual two-page documents or take the complete 34-page pack. Edit the Word pack to add your own approved instructions, owners and review dates.

The complete records pack

All 16 templates and guides, with a contents page and source links.

Complete pack · PDF

16 documents available.

Daily care · 01

Cleaning schedule & sign-off

Set an approved cleaning routine, then record what was actually done.

2 pages · PDF · v1.0Open PDF
Food & allergens · 02

Fresh-milk fridge log

Record readings, your approved limits and action on an out-of-range result.

2 pages · PDF · v1.0Open PDF
Equipment & service · 03

Equipment & service register

Track assets, agreed maintenance, service evidence and outstanding work.

2 pages · PDF · v1.0Open PDF
Water safety · 04

Cooler sanitisation & filter record

Keep the actual sanitisation, filter and return-to-service evidence with the asset.

2 pages · PDF · v1.0Open PDF
Water safety · 05

Water safety review & action log

Connect drinks equipment to the site water risk assessment and record changes.

2 pages · PDF · v1.0Open PDF
Workplace safety · 06

Equipment risk review worksheet

Record hazards, who may be harmed, controls, owners and remaining actions.

2 pages · PDF · v1.0Open PDF
Workplace safety · 07

Cleaning chemical register & review

Record exact products, safety data sheets and task-specific controls.

2 pages · PDF · v1.0Open PDF
Food & allergens · 08

Ingredient & allergen verification

Check current labels and recipes before giving allergen information.

2 pages · PDF · v1.0Open PDF
Equipment & service · 09

User training & equipment handover

Record instruction, a practical demonstration and the limits of user work.

2 pages · PDF · v1.0Open PDF
ISO & audit evidence · 10

Audit evidence & document register

Locate records quickly, control versions and flag missing evidence.

2 pages · PDF · v1.0Open PDF
ISO & audit evidence · 11

Issue & corrective action record

Record the issue, immediate containment, cause and a verified resolution.

2 pages · PDF · v1.0Open PDF
Equipment & service · 12

Supplier & contractor evidence request

Request the records, qualifications and insurance relevant to the work.

2 pages · PDF · v1.0Open PDF
Facilities & resources · 13

Facilities resource & waste tracker

Measure water, energy, ingredient waste and agreed improvement actions.

2 pages · PDF · v1.0Open PDF
Food & allergens · 14

Drinks-service food safety review

Map ingredients, preparation and cleaning into your existing food safety plan.

2 pages · PDF · v1.0Open PDF
Equipment & service · 15

Shutdown & restart planning checklist

Plan non-use, supplier checks and an authorised return to service.

2 pages · PDF · v1.0Open PDF
ISO & audit evidence · 16

ISO & facilities evidence guide

Understand where equipment records can support an audit and what they cannot prove.

2 pages · PDF · v1.0Open PDF

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Make the records work for you

Practical guidance for drinks areas

Start with these priorities, then use the complete official guidance and your own site procedures.

Everyday cleaning and user care

Use the instructions for the exact model and the site-approved cleaning routine. Give each task an owner and record missed tasks, faults and corrective action. Internal repairs, chemical sanitisation and disassembly belong only to people authorised and competent for that work.

Food Standards Agency: managing food safety (opens in a new tab) · HSE: COSHH risk assessment (opens in a new tab)

Open the related PDF
Milk, ingredients and allergens

Keep the actual recipe, current supplier information and approved milk controls together. Check substitutions and shared equipment before giving allergen information. The food-safety worksheet helps link drinks service to your existing plan; it does not create a complete HACCP system.

Food Standards Agency: managing food safety (opens in a new tab) · Food Standards Agency: allergen guidance (opens in a new tab)

Open the related PDF
Water equipment and the wider site

Link each cooler, boiler or tap to your site water assessment and controls. A filter change or sanitisation visit is not proof that the whole water system is safe. Ask a competent adviser about equipment changes, prolonged non-use or higher-risk users.

HSE: assess legionella risks (opens in a new tab)

Open the related PDF
Servicing, electrical checks and pressure systems

Set maintenance using the equipment, environment, usage and competent advice—not a generic annual date. HSE does not require every appliance to have an annual PAT test. Where pressure-system examination requirements apply, keep that evidence separate from routine servicing.

HSE: portable appliance testing facts (opens in a new tab) · HSE: pressure systems and examination (opens in a new tab)

Open the related PDF
Facilities teams and multiple sites

Use a consistent asset ID, record owner and document location. Keep each site’s actual equipment and procedures in view rather than copying an approval between locations. Track measured resource use and close outstanding service actions.

ISO: facility management (opens in a new tab) · ISO: environmental management (opens in a new tab)

Open the related PDF

Better organised for an audit

How these records can support ISO work

These are suggested evidence connections, not mandatory ISO forms or a clause-by-clause compliance checklist. Your management system and audit scope determine what is needed.

Check the edition before your audit.

Sources checked on 12 September 2026. ISO lists ISO 14001:2026 as published and the next ISO 9001 edition as under publication. Confirm the edition, amendments and any transition arrangements with your certification body. ISO 9001 status (opens in a new tab) · ISO 14001 status (opens in a new tab)

No certification for Café Perfection, your site or the equipment is claimed here. About management systems (opens in a new tab)

Read the ISO evidence guide · PDF

Know who owns each task

Useful support. Clear boundaries.

Your team

Approved everyday use

Follow the model-specific user instructions, complete authorised cleaning, keep the agreed logs and report faults. Do not improvise repairs or bypass safety controls.

Find user cleaning guidance
Site manager / dutyholder

Site procedures and approval

Arrange suitable assessments and competent advice, approve the controls, assign owners and review the evidence. Specialist settings need their own food, water, infection-control and safeguarding arrangements.

HSE risk assessment guidance (opens in a new tab)
Engineer / specialist

Work within competence

Carry out the agreed authorised work and provide the actual report. Confirm separately who is responsible for any statutory examination, water assessment or specialist certification.

Ask about equipment service

One place to start

Need the records for your equipment?

Tell us the site, machine model or asset ID, service date and document you need. We can check the available instructions, equipment service records and product information for equipment we supply or maintain, and confirm any work needed.

Actual reports and supplier documents are supplied where available and appropriate. These blank templates are not substitutes for them.

Official guidance, scope and source review

Sources checked on 12 September 2026. Templates focus on drinks equipment in UK workplaces; they are not a complete premises compliance manual. HSE guidance primarily concerns Great Britain. Use the relevant national regulator and local food authority, including Food Standards Scotland in Scotland. Obtain specialist advice for healthcare, care, education and other higher-risk settings.

Keep completed records in your own controlled document system. The website does not certify a site, store completed evidence or replace professional assessment.

More information

Practical equipment-related documentation and record-keeping support for workplace coffee, water, boiler and tap systems. Café Perfection can help organise user cleaning guidance, service records, product information and supporting documents around the equipment in use. The site dutyholder remains responsible for its legal obligations, policies, risk assessments and compliance decisions.