Work Intake Form Template

Work Intake Form for the United Kingdom

Work Intake Form Template for England and Wales

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Key Requirements PROMPT example:

I need a Work Intake Form Template for our IT department that includes sections for resource allocation, security clearance levels, and detailed technical requirements, as we're implementing a new project management system in January 2025.

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What is a Work Intake Form?

The Work Intake Form Template is designed to streamline the process of submitting, reviewing, and approving internal work requests within organizations operating under English and Welsh jurisdiction. This document type has become essential for maintaining clear communication, ensuring proper resource allocation, and establishing accountability in project initiation. It includes crucial information such as project details, timeline requirements, resource needs, and necessary approvals, while ensuring compliance with UK data protection and employment regulations. The template is particularly valuable for organizations seeking to standardize their work intake process and maintain consistent documentation across departments.

What sections should be included in a Work Intake Form?

1. Project Information: Basic details about the work/project including title, reference number, and date

2. Client Details: Information about the requesting client/department including contact information and business unit

3. Work Requirements: Detailed description of work needed, objectives, and deliverables

4. Timeline: Key dates, deadlines, and milestones for the project

5. Resource Requirements: Personnel, equipment, or other resources needed for project completion

What sections are optional to include in a Work Intake Form?

1. Budget Information: Financial details, cost estimates, and budget codes - include when project requires financial tracking or approval

2. Risk Assessment: Potential risks and mitigation strategies - include for complex projects or high-risk work

3. Stakeholder Information: Additional parties involved in the project - include when multiple departments or external parties are involved

What schedules should be included in a Work Intake Form?

1. Supporting Documentation Checklist: List of required documents to be attached with the work intake form

2. Approval Matrix: Required sign-offs and authorization levels for different types of work

3. Terms and Conditions: Standard terms and conditions applying to all work requests

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

alex.den.21@genieai.co

Relevant legal definitions

Clauses

Relevant Industries

Professional Services
Information Technology
Manufacturing
Financial Services
Healthcare
Construction
Education
Consulting
Legal Services
Creative Industries

Relevant Teams

Operations
Project Management Office
Human Resources
Information Technology
Finance
Legal
Marketing
Research & Development
Production
Quality Assurance

Relevant Roles

Project Manager
Department Head
Resource Manager
Operations Director
Program Coordinator
Business Analyst
Team Lead
Department Manager
Project Coordinator
Operations Manager

Industries

UK GDPR and Data Protection Act 2018: Key legislation governing how personal data must be collected, processed, and stored in the work intake form. Ensures compliance with data protection principles, lawful bases for processing, and individual rights.

Privacy and Electronic Communications Regulations (PECR): Regulates electronic communications and ensures privacy in electronic communications when collecting and processing work intake information.

Employment Rights Act 1996: Fundamental employment legislation that outlines basic employment rights and must be considered when collecting work-related information.

Equality Act 2010: Ensures the work intake form doesn't directly or indirectly discriminate against protected characteristics and promotes equal opportunities.

Working Time Regulations 1998: Governs working hours, breaks, and leave entitlements that may need to be referenced or considered in the work intake process.

Common Law of Contract: Fundamental principles of contract law that govern the formation and terms of the working relationship being documented.

Consumer Rights Act 2015: May be relevant if the work intake form involves dealing with consumers or consumer-facing services.

Unfair Contract Terms Act 1977: Ensures that terms included in the work intake form are fair and reasonable, particularly in business-to-business contracts.

Health and Safety at Work Act 1974: Essential health and safety legislation that may require specific information collection regarding workplace safety and risk assessments.

Management of Health and Safety at Work Regulations 1999: Specific requirements for managing health and safety in the workplace that might need to be addressed in the intake form.

Companies Act 2006: Governs corporate record-keeping requirements that might affect how work intake information needs to be maintained and stored.

Electronic Communications Act 2000: Relevant for electronic form submission and digital signatures if the work intake form is to be completed and processed electronically.

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Generate a Bespoke Document

What is a Work Intake Form?

What sections should be included in a Work Intake Form?

What sections are optional to include in a Work Intake Form?

What schedules should be included in a Work Intake Form?

Authors

Alex Denne

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