Word template · Reports
Security screening file template (for firms working to BS 7858)
SIA guidance tells approved contractors that outsourced screening should end with a file accounting for every stage, not simply a certificate. This Word template is that file: screening period and dates, consent, identity and address, right to work, SIA licence and register check, the career and activity history with who verified each period, how and when, any unverified periods, criminal record and financial checks, and the outcome your firm recorded. Formatix fills it from your records. It does not reproduce BS 7858, a paid British Standard, and it does not decide whether anyone passes. Work from your own copy of the standard. It is a Formatix template, not an official form.
Screening runs over weeks, with replies arriving in different forms. This file keeps every stage in one place. A CV entry is never shown as verified: a period only counts when your notes say who confirmed it.
10 free credits, no card needed. One credit fills one document.
An editable file with neutral branding and a fictional example candidate, to fill in by hand. Formatix fills it automatically from a CV.
What's in the template
A per-person file accounting for each stage of security screening, for firms that screen to BS 7858 or a sector equivalent: consent, identity and address, right to work, SIA licence and register check, career and activity history with how each period was verified, unverified periods, criminal record and financial checks, and the outcome the firm recorded. Layout is our own and does not reproduce the standard. Not an official form.
- Screening period, dates, consent and who screened
- Identity, address history and right to work
- SIA licence sector, number, expiry and register check
- History with who verified each period, how and when
- Unverified periods and what was used instead
- Criminal record and financial checks, outcome and Still needed
What it's for: Keeping a file that accounts for every stage of a person's security screening.
WordDelivered as an editable Word file, or saved as PDF.
Who uses it
Security firms in the Approved Contractor Scheme
A file for each person that your assessor can follow.
Screening controllers
Each stage with its date, in one place.
Firms outsourcing screening
A record to check your provider's work against.
Every page of the example
The example is in Formatix branding with fictional content. When you pick this template, it is rebuilt with your logo, colours and fonts before you use it.
How you use it
- 1
Pick the template
Open Formatix, choose this template in Studio, and give us your website. We pull your logo, colours and fonts and rebuild the template in your brand. You see a sample before you use it.
- 2
Drop in the documents
Upload the application form, SIA register result, reference replies and your screening notes. One credit fills one document.
- 3
Check and send
The filled document appears beside the original for checking. Edit anything in place, then download the Word, PowerPoint or Excel file, or save it as PDF.
Download or automate? The free download is a plain file you fill in by hand. In Formatix the template is rebuilt in your brand, with your logo, colours and fonts taken from your website, and filled from a CV or your notes in about a minute. What you keep is the finished document: an editable Word, PowerPoint or Excel file.
Ask for changes in plain words, such as "move the photo to the right" or "add a Languages section", and the template is updated with the rest of its formatting kept. If you already have a document you send clients, upload that instead and Formatix turns it into a template. How Studio builds templates
Questions about this template
- Is this the BS 7858 form?
- No. BS 7858 is a paid British Standard and this template does not reproduce it. It records what you did. Buy the standard from BSI, or through the SIA's discount for approved contractors.
- Is BS 7858 a legal requirement?
- Not for every security firm. The SIA says firms in its voluntary Approved Contractor Scheme are required to work to BS 7858 or an appropriate sector equivalent. An SIA licence is a separate requirement for the person.
- What screening period does it use?
- The period your firm sets, typed in. NSI's summary of the 2019 edition gives five years as the minimum and ten where a longer period is required. Check your copy of the standard.
- Does Formatix run the checks?
- No. It records the checks you or your provider made. Criminal record and financial details are never repeated, only that the check was done and when.
Related templates and pages
WordSIA licensed officer profileThe profile a security firm or agency sends a client with an officer: SIA licence sector, number, expiry and register check, screening position, availability, training and security experience. Licence details only as stated; an expired item is marked. Not an official form.
ExcelSIA licence and screening trackerAn Excel tracker of deployed officers, one row each: site, SIA licence sector, number, expiry and last register check, screening period and status, right to work and first aid. An expiry turns red once it has passed and amber within 90 days of the as-at date, with live counts at the top. Not an official form.
Use the security screening file (bs 7858) in your brand
Give us your website, and the template is rebuilt with your logo, colours and fonts. Your first ten documents are free, with no card, valid for 14 days.
Formatix fills it from the CV for you: see our CV formatting software, or bulk CV formatting for a whole shortlist at once.