Safe system of work planning record Great Britain
Describe the work sequence, controls, checks and stop conditions for a specific task.
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Induction checklist, risk assessment, toolbox talk, training matrix, accident report and more. Print them as A4 or fill them in Word — add your own logo, no sign-up fee.
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Written for employers in Great Britain and Northern Ireland (HSWA 1974, MHSWR 1999).
All 15 — PDF All 15 — Word (editable)
Walk a new starter through hazards, emergency routes, PPE and who to ask — then sign it off.
Download PDF ↓Brief contractors on site rules, permits and shared risks before they start.
Download PDF ↓Record a short safety talk, the key points and who attended.
Download PDF ↓Show who is trained and authorised for which task, and when it expires.
Download PDF ↓One sheet for the whole team: courses, dates and renewals due.
Download PDF ↓Hazards, who could be harmed, controls in place and the actions still open.
Download PDF ↓Step-by-step method for a task, with controls, roles and the briefing record.
Download PDF ↓Statement of intent, responsibilities and arrangements — the policy every employer with 5+ staff must write down.
Download PDF ↓Timings, roll call, what went wrong and the follow-up actions.
Download PDF ↓Capture what happened, immediate actions, causes and corrective actions.
Download PDF ↓Which PPE, who received it, fit check and instruction given.
Download PDF ↓Task, load, environment and individual — with the controls and actions.
Download PDF ↓Hazardous substances: exposure route, controls, PPE, health surveillance and emergency steps.
Download PDF ↓Plan the job, pick the equipment and check it before anyone goes up.
Download PDF ↓How many first aiders, what kit, and cover for shifts and absences.
Download PDF ↓Written for employers in Ireland (Safety, Health and Welfare at Work Act 2005, 2007 General Application Regulations).
All 15 — PDF All 15 — Word (editable)
Walk a new starter through hazards, emergency routes, PPE and who to ask — then sign it off.
Download PDF ↓Brief contractors on site rules, permits and shared risks before they start.
Download PDF ↓Record a short safety talk, the key points and who attended.
Download PDF ↓Show who is trained and authorised for which task, and when it expires.
Download PDF ↓One sheet for the whole team: courses, dates and renewals due.
Download PDF ↓Hazards, who could be harmed, controls in place and the actions still open.
Download PDF ↓Step-by-step method for a task, with controls, roles and the briefing record.
Download PDF ↓The written Safety Statement every Irish employer must have, with hazards, risk assessments and responsibilities.
Download PDF ↓Timings, roll call, what went wrong and the follow-up actions.
Download PDF ↓Capture what happened, immediate actions, causes and corrective actions.
Download PDF ↓Which PPE, who received it, fit check and instruction given.
Download PDF ↓Task, load, environment and individual — with the controls and actions.
Download PDF ↓Chemical agents at work: exposure, controls, PPE and emergency arrangements.
Download PDF ↓Plan the job, pick the equipment and check it before anyone goes up.
Download PDF ↓How many first aiders, what kit, and cover for shifts and absences.
Download PDF ↓Every template has a matching online course with a certificate — from induction and manual handling to fire warden and first aid. Courses run in 20 languages, so agency and multilingual teams can train in their own language.
These templates are general guidance, not legal advice. Adapt them to your workplace and check the current law that applies to you.
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Record the local explanations, understanding checks and follow-up a new starter needs for the assigned work.
Edit or print this recordAgree the work area, responsibilities, shared risks and communication arrangements before contractor work starts.
Edit or print this recordKeep a record of the subject discussed, participant questions and agreed actions. Attendance does not itself authorise a task.
Edit or print this recordRecord learning evidence, task checks, limitations and the workplace decision on the named task.
Edit or print this recordRecord one person and one requirement per row. Use the companion workbook for date-based review reminders.
Edit or print this recordRecord the assessment of the actual work. Identify existing controls separately from actions that still need to happen.
Edit or print this recordDescribe the work sequence, controls, checks and stop conditions for a specific task.
Edit or print this recordUse this planning record to prepare or review workplace arrangements. It is not a complete policy or Safety Statement.
Edit or print this recordRecord the planned exercise, observations, accessibility arrangements and follow-up. Set exercise frequency from applicable requirements.
Edit or print this recordRecord facts, immediate controls and improvement actions. Keep medical details in the appropriate separate confidential process.
Edit or print this recordConnect protective equipment to the assessed task, the wearer, instructions and maintenance arrangements.
Edit or print this recordAssess the task, load, environment and individual support needs. The form does not set a safe kilogram limit.
Edit or print this recordAssess the task and exposure using current product information and competent support. A safety data sheet alone is not the task assessment.
Edit or print this recordPlan the specific work and suitable controls. This record is not a scaffold, access equipment or fall protection qualification.
Edit or print this recordPlan workplace first-aid arrangements from the actual risks and workforce. Online awareness does not replace appropriate first-aider training.
Edit or print this recordRecord the local explanations, understanding checks and follow-up a new starter needs for the assigned work.
Edit or print this recordAgree the work area, responsibilities, shared risks and communication arrangements before contractor work starts.
Edit or print this recordKeep a record of the subject discussed, participant questions and agreed actions. Attendance does not itself authorise a task.
Edit or print this recordRecord learning evidence, task checks, limitations and the workplace decision on the named task.
Edit or print this recordRecord one person and one requirement per row. Use the companion workbook for date-based review reminders.
Edit or print this recordRecord the assessment of the actual work. Identify existing controls separately from actions that still need to happen.
Edit or print this recordDescribe the work sequence, controls, checks and stop conditions for a specific task.
Edit or print this recordUse this planning record to prepare or review workplace arrangements. It is not a complete policy or Safety Statement.
Edit or print this recordRecord the planned exercise, observations, accessibility arrangements and follow-up. Set exercise frequency from applicable requirements.
Edit or print this recordRecord facts, immediate controls and improvement actions. Keep medical details in the appropriate separate confidential process.
Edit or print this recordConnect protective equipment to the assessed task, the wearer, instructions and maintenance arrangements.
Edit or print this recordAssess the task, load, environment and individual support needs. The form does not set a safe kilogram limit.
Edit or print this recordAssess the task and exposure using current product information and competent support. A safety data sheet alone is not the task assessment.
Edit or print this recordPlan the specific work and suitable controls. This record is not a scaffold, access equipment or fall protection qualification.
Edit or print this recordPlan workplace first-aid arrangements from the actual risks and workforce. Online awareness does not replace appropriate first-aider training.
Edit or print this record