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Free Requisition Form Templates (Word, PDF)

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Templates

FAQ

Can I include a section for cost estimates or budget approvals in these templates?

Yes, most templates in this collection have designated areas for budget codes, cost estimates, or approval signatures. The Word versions let you expand these sections further by adding dropdowns for budget categories or conditional formatting to flag over-budget requests. For static PDFs, pre-populate these fields with your standard budget guidelines.

How do I ensure the forms work for both inventory items and service requests, like IT support or facility repairs?

Use the Word templates to create a toggle-able section where staff can select either 'Inventory' or 'Service Request' at the top. This lets you include relevant fields for each type—like part numbers for inventory or service descriptions for repairs—without cluttering the form. Save as PDF once customized to maintain consistency across submissions.

Are these templates HIPAA-compliant for medical or lab requisitions?

These templates provide a framework for secure data collection but require customization to meet HIPAA or other compliance standards. For medical or lab use, add a confidentiality notice, limit personally identifiable information to necessary fields, and ensure forms are stored securely. Consult legal or IT teams to adapt them fully for your specific compliance needs.

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