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COVID-19 Close Contact Services Business Checklist

This template checklist is for employees and managers who work in close contact industries or businesses. It provides recommendations across areas including employee health, cleaning, and social distancing to protect customers and employees from COVID-19.

Here’s how to navigate the site:


5 checklists


Updated 1 month ago

CSV format

  • COVID-19 Close Contact Services Business Checklist - Managing Employee Health

  • COVID-19 Close Contact Services Business Checklist - Employee Health & Hygiene

  • COVID-19 Close Contact Services Business Checklist - Cleaning & Santizing

  • COVID-19 Close Contact Services Business Checklist - Administrative Controls & Work Practices

  • COVID-19 Close Contact Services Business Checklist - Social Distancing

Who is this Collection for?

This checklist is for employees and managers who work in close contact industries or businesses. It provides recommendations across areas including employee health, cleaning, and social distancing to protect customers and employees from COVID-19.

There are a number of businesses out there that can’t function without people who work closely together. Be it the size of the work space, or the tasks that need to be done, close contact just can’t be avoided at all times. So extra precautions have to be taken in order to protect employees and customers of these affected businesses. COVID-19 is known to spread from person to person through close contact, but it can be prevented by practicing good hygiene and disinfecting shared spaces both regularly and thoroughly. The checklist we provide covers administrative controls and practices which will help those who operate in close contact with others to stay safe from transmission of bacteria and viruses. The effectiveness of this checklist depends on how carefully users follow the suggested precautions. It simply serves as a guide that can be edited and adjusted as needed.

Why is this Collection important?

The COVID-19 pandemic has significantly disrupted the globe. The entire human race has suffered a loss, not necessarily just a loss of material, but a loss of a lifestyle. In consequence, many businesses, teams, and stakeholders have been hit hard. Businesses whose operations require close contact to perform services are affected significantly at this time due to the nature of the COVID-19 virus. This dangerous illness spreads easily through close contact between people, which would make some consumers less likely to seek close-contact services, particularly if they aren’t essential. With COVID-19 running a much longer course than expected, this could severely affect businesses in the long run.

How should I use this collection?

This collection should be utilized as a foundational/base guideline for the purpose it covers. In this case for: cleaning and disinfecting practices to implement in order to protect employees and visitors from COVID-19.

Again, it’s important to note that the templates here should not be your single source for truth. The pandemic is an ever changing landscape. Please consult your team, your state health departments, and other reliable sources to keep up to date with standards and procedures.

How do I upload this into my UpKeep account?

These templates you’ll be able to download below will function as a “Checklists” on UpKeep. Checklists allow you to quickly reuse specific Task Items in work orders. Most commonly, these are used for inspections where you have a list of subtasks or checklist items that you’d like to include as part of a work order.

*It’s important to note that you would need to be an “Admin” user on UpKeep to be able to perform this upload.

With the templates provided here, it’s a simple one, two, step!

  1. Download one of the (.csv formatted) templates above.
  2. Upload the template onto UpKeep


Here’s how to navigate the site:

For our visual learners: check out our video tutorial on importing checklists and checklist tasks into UpKeep!

Can I use this collection even if I don’t have UpKeep?

The short answer is “yes”! We are aiming to provide as much value as possible, especially during this pandemic. You can find the PDF versions of these templates here.

Feel free to print them out and utilize them!

What if I don’t need one of the templates in the collection?

The templates in this collection are separated and categorized. Go ahead and take a look at each of the template titles individually and decide which ones are needed by your team and which ones are not!

What if I want to change or delete a task item from a template?

Once you finish uploading a template into your account, you can easily change the task item name, type, or even delete a line item all together.

It is important to note that you must make these adjustments BEFORE assigning the checklist to work orders — because you won’t be able to edit them after assigning. We have this safeguard in place for the UpKeep system to ensure that no one accidentally changes a template/checklist that is essential to a work order that already exists for your team.

To reiterate however, you cannot edit a checklist that has been previously used via the main checklist, since the system will protect the historical integrity of the work orders associated w/ that checklist

Optionally, you can make tiny edits of which task you do or do not want included when adding to a Work Order itself (this doesn’t edit the actual checklist, but is an option to allow our customers to make crucial, specific adjustments when needed).

Index of Terminology & Definitions in this Collection:

Cleaning: Removal of dirt and debris, grease, and other pollutants, not to be confused with sanitization. The CDC recommends routine cleaning of high-volume spaces where surfaces are frequently touched. Local, state, or federal regulations may require that store employees are provided with cleaning and disinfecting tools, and that the employees clean frequently touched workstations and designated areas regularly.

Contamination: the presence of unwanted materials during manufacturing and transportation.
The 3 types of contamination are biological, physical, and chemical.

Disinfection/Sanitization: The use of chemicals during surface cleaning to kill germs. Cleaners that can be used for general disinfection are: bleach solutions, solutions containing 70% alcohol or more, hydrogen peroxide, and chlorine.

Health Hazard: any source that could potentially have adverse effects on one’s health, either in the short term or long term.

PPE: Personal protective equipment, worn to limit exposure to health hazards. Common PPE suggestions for a grocery store setting include face masks, face shields, aprons, and disposable gloves. The CDC recommends wearing cloth face coverings in public settings where communities gather for collective protection.

Pre-screening: COVID-19 pre-screening is typically a series of questions regarding symptoms
followed by a temperature check, performed prior to entering a building. A pre-screening process might be implemented by employers to proactively isolate and identify employees with COVID-19 symptoms. If an employee appears to have symptoms associated with COVID-19, they should be immediately separated from others and sent home. Some employers might require that symptomatic employees test negative for COVID-19 before returning to work. This protects both the infected party and anyone they may come into contact with while at work.

Social distancing: COVID-19 is mainly spread from person-to-person, between people who are
within roughly 6 feet of each other, through respiratory droplets from speaking, sneezing, or coughing.

Public Health: The health of the population as a whole. This encompasses hygiene and disease prevention controls.

I have feedback/noticed an edit or error!

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Disclaimer: This website does not provide medical or health advice. The information contained on this website and on any of the sites or locations linked below is for informational purposes only. It is not intended to be a substitute for professional medical or health advice. UpKeep does not recommend or endorse any specific protocol, opinions, or other information that may be accessed on or via this website. Reliance on any of this information is solely at your own risk.