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Contractor induction and coordination record Great Britain

Agree the work area, responsibilities, shared risks and communication arrangements before contractor work starts.

This version uses Great Britain guidance. Check Northern Ireland requirements separately before adapting it.

These editable fields stay on this page while it is open. Export a record to keep it. This tool does not send entered information to ESG. Keep sensitive personal or medical information in the appropriate separate process.

Coordination pointAgreement or evidenceOwner and follow-up
Scope and work area
Client and contractor contacts
People and shared activities affected
Relevant assessments and method
Equipment, access and isolations
Permits or specialist authorisations to check
Emergency and reporting arrangements
Changes, handover and completion checks

Edit the fields and table, then export your record.

How to use this record

  1. Identify the actual task, workplace and responsible person.
  2. Adapt the prompts, record what was explained or observed and keep unfinished actions visible.
  3. Assign an owner and review arrangement. Export a copy to your appropriate workplace record system.

The example button loads an illustrative entry. It is not a completed workplace assessment, training record or authorisation.

Official sources

Source references checked 2026-10-30. The practical examples are original ESG examples to adapt to the actual work.