Published 30 Jun 2023
What is a Health and Safety Checklist?
A health and safety checklist is a tool used to reinforce Workplace Health and Safety (WHS) practices and help organizations comply with safety rules and regulations. Performing regular inspections using health and safety checklist templates is a proactive approach to preventing work-related incidents, injuries, and illnesses.
The use of health and safety inspection checklists can also help organizations apply the latest best practices for situations or changes in the workplace that impact lives and livelihoods.
In this article
- What are the 5 Elements of Safety?
- How Can You Identify Health and Safety Problems?
- Benefits of Using a Safety Checklist
- 4 Types of Health and Safety Checklists
- What Should You Include in a Health and Safety Checklist?
- FAQs about Health and Safety Checklists
- Promote Workplace Health and Safety with SafetyCulture
- Health and Safety Checklists
What are the 5 Elements of Safety?
A behavior-based program in the workplace is the first step toward an effective safety culture, but it isn’t the only step. More than using health and safety checklist templates, a culture of safety is an alignment of attitudes, beliefs, and values across teams in an organization in relation to safety. Collaboration is vital in ensuring a successful organizational safety culture so that everyone makes a conscious effort to promote their own and others’ safety.
Focusing on the elements below will help in creating and promoting a collaborative safety culture:
Leading by example is the best way to promote a strong safety culture in an organization. Leaders should demonstrate a model for safe and healthy behavior that everyone else can follow. As such, people in management should have a firm grasp of the elements and principles of safety and good health.
A sense of responsibility should be shared by everyone in the organization so that a safety culture can be promoted and implemented. Each individual within the organization should share the belief that they are all morally and ethically bound to act in a way that safeguards and promotes the health and safety of fellow employees, the company, and society as a whole.
Management teams and team leaders should be held accountable for the people they oversee. Setting an example is vital because the behavior of leaders will influence the behavior of those around them. This also means that promoting a safety culture should be integrated into the responsibilities of leaders.
- Clear expectations
The expectations that come with creating an organization-wide safety culture should be set at the onset and communicated properly to everyone across the organization. Commitment to an organization’s safety culture must come from the top because the quickest way to spread this commitment is from the top down. Employees will be encouraged to adhere to and promote a safety culture if it’s evident that their leaders are committed to the cause.
It should go without saying that management systems should be driven by ethics—and it’s the same with the creation of a safety culture. The goal of a strong safety culture is not only to ensure that employees adhere to set safety rules but also to guide them in making decisions that are moral and ethical. A company should hire people who share its core values and know how to make rational and ethical decisions in their everyday lives.
How Can You Identify Health and Safety Problems?
Every workplace will have hazards; depending on the industry, businesses will have to contend with different types of hazards that come with the job. The question is, are these hazards avoidable, and can they be identified before they cause untoward incidents?
It is an employer’s legal responsibility to look after employees and protect them from health and safety hazards in the workplace, and knowing the common types of hazards is the first step in avoiding work-related accidents and injuries.
- Physical hazards
This is the most common workplace hazard. Contrary to popular belief, physical hazards don’t need to make contact with a person to cause harm. These include extreme temperatures, prolonged exposure to the sun, radiation, and constant exposure to loud noises.
- Ergonomic hazards
Ergonomic hazards are present when the nature of work puts employees under stressful conditions or cases when the body is put under significant strain. Ergonomic hazards are often unrecognized because the harm that they cause is not immediate. Some conditions that pose ergonomic hazards include non-ergonomic workstations, frequent lifting without following best practices, repetitive movements, repeated forcible motion, and exposure to constant and excessive vibration.
- Chemical hazards
Chemical hazards are present if workers are exposed to any harmful chemical substance in any form (solid, liquid, or gas). Different substances have different levels of risk, and individuals will have different levels of tolerance to different chemical substances. Chemical hazards include pesticides, cleaning solvents, flammable substances, dangerous gases, and vapors and fumes from welding or solvents.
- Biological hazards
Biological hazards are present when the nature of work involves working with animals, infectious plants, and bacteria and viruses that can cause adverse health effects.
Every workplace, regardless of the industry, will have its own set of hazards that can endanger the safety of employees. One of the best ways to identify these risks is by using a dedicated health and safety checklist for your workplace.
Benefits of Using a Safety Checklist
A health and safety checklist proves to be an essential tool for ensuring workplace safety. For one, it simplifies the process of identifying and assessing workplace risks by mapping out the essential safety aspects, measures, and considerations. This way, safety officers can carry out these checks in a streamlined fashion and maintain safety standards across the organization.
With the data gathered from this safety checklist, organizations can proactively address the identified hazards and take preventive measures before they escalate. This practice notably reduces the likelihood of unfortunate workplace accidents, injuries, and illnesses. And when consistently done, it creates a safer working environment and promotes a culture of safety.
Lastly, a health and safety checklist is a valuable record of your organization’s commitment to your employee’s safety and well-being. It demonstrates, in writing, that you have implemented reasonable steps to determine and rectify workplace risks. This can be submitted to authorities as proof of compliance with relevant health and safety regulations and standards.
4 Types of Health and Safety Checklists
Safety checklists come in various types and formats depending on the industry and hazard to be addressed. Here’s a quick overview of the 4 common types of health and safety checklists used in the workplace:
General Safety Checklists
A general safety checklist is fundamental for evaluating overall safety measures in workplaces. They cover a wide range of safety factors applicable to most industries and work environments, such as Personal Protective Equipment (PPE), fire safety, and emergency procedures.
Workplace Safety Checklists
Workplace-specific checklists are tailored to address safety concerns and hazards unique to a particular industry or setting. They focus on mitigating risks associated with specific tasks on the job. Here are a few examples:
- Construction Site Checklist
This type of safety checklist tackles potential dangers present in construction sites resulting from heavy machinery, elevated structures, hazardous materials, and other factors. Thus, it should cover topics such as scaffolding safety, fall protection, proper handling of tools and equipment, and regular machine inspections.
- Laboratory Safety Checklist
This safety checklist deals with hazardous substances and processes that require strict safety protocols in the laboratory. It should include guidelines for chemical storage and handling, proper PPE use, waste disposal procedures, and equipment maintenance.
- Warehouse Safety Checklist
This checklist seeks to identify and assess potential risks during warehouse operations. Thus, it should examine the general warehouse environment, dock areas, equipment, and sanitation practices, especially for food storage facilities.
Equipment Safety Checklists
Equipment safety checklists revolve around upholding safety standards for tools, equipment, or machinery used in the workplace. They ensure that the equipment is in good working condition and that employees are sufficiently trained to operate it safely. Examples of this include:
- Forklift Safety Checklist
Equipment-specific checklists for forklifts should include pre-start inspections, proper loading and unloading techniques, safe maneuvering in narrow spaces, and refueling procedures.
- Electrical Equipment Checklist
Checklists for electrical equipment must contain routine inspections, testing for electrical grounding, verification of circuit protection devices, and storage of flammable materials away from electrical sources.
- Hand and Power Tools Checklist
Checklists for this type of equipment should evaluate the condition, functionality, and safe operation of hand and power tools. They should also allow space to report issues and defects found.
Process Safety Checklists
Lastly, process safety checklists outline safety considerations during specific work activities or processes. They will walk employees through the steps and precautions to exercise when carrying out their day-to-day jobs. Some examples include the following:
- Confined Space Entry Checklist
Confined spaces present unique risks due to limited ventilation and potential exposure to toxic substances. Because of this, your checklist must specify measures for atmospheric testing, proper use of personal protective equipment, communication procedures, and emergency rescue protocols.
- Hazardous Material Handling Checklist
Employees working with hazardous materials must strictly follow safety guidelines to prevent contamination and accidents. Thus, their checklist should run through the steps for proper storage, labeling, transportation, and disposal procedures in compliance with relevant regulations.
What Should You Include in a Health and Safety Checklist?
Using checklists during health and safety inspections paves the way for a safe and secure work environment. So if you’re creating a general health and safety checklist for the first time, make sure to include the following areas:
- Overall working environment
- Material storage
- Electrical safety
- Ladders and step ladders
- Kitchen areas
- Toilet facilities
- First aid
- Fire precautions
- Fire instructions
- Control of Substances Hazardous to Health (COSHH) requirements
- Personal Protective Equipment (PPE)
- Eyewash bottles and cylinders
- Outside areas
To illustrate how this works, here’s an example of a health and safety report accomplished using a checklist:
FAQs about Health and Safety Checklists
Health and safety checklists can be used by anyone responsible for workplace safety, including employers, safety managers, supervisors, and employees. They are a valuable resource for performing regular inspections and finding potential work-related risks.
While using this checklist is not necessarily a legal requirement, it can work as a guiding tool for ensuring compliance with health and safety standards and regulations.
Check with your local authorities and regulatory agencies to find specific legal requirements applicable to your location. Aside from this, consider looking into industry associations and occupational health and safety organizations for guidelines and best practices to incorporate into your checklist.
To keep your checklists relevant and reliable, they must be regularly reviewed and revised according to the changes in regulations or workplace conditions. It also helps to ask for feedback from employees, supervisors, and safety professionals to identify improvements, meet the current workplace needs, and continuously improve the quality and usability of the checklist.
Promote Workplace Health and Safety with SafetyCulture
Paper-based methods can be time-consuming and hard to keep track of. Eliminate paperwork and automate workflows for easier data collection and documentation.
SafetyCulture (formerly iAuditor) is a powerful health and safety software that lets you proactively manage safety and quality in your business with the use of your mobile device or tablet. Use SafetyCulture for health and safety checks and be able to:
- Streamline audits
Save time from manual entry when doing an audit with our EHS software. Attach notes and media directly using the SafetyCulture mobile app.
- Automate communication
Receive immediate notifications when critical risks are identified or audit scores start dropping.
- Deliver immediate actions
Create corrective actions for issues in need of immediate resolution. Assign actions to members of the organization and set the time, date, and priority level. Learn more here.
- Gain safety and quality insights
Get real-time insights from comprehensive reports that are automatically generated every time you complete an audit. Preview a sample PDF report here.
- Share reports immediately
Automatically send your reports to multiple recipients. These health and safety reports are shareable in multiple formats (e.g., PDF, Web, and Excel) and delivery options.
- Deploy health and safety training
Launch mobile-powered safety training courses tailored to the needs of the organization. Keep track of everyone’s progress and completion rates in one place.
Health and Safety Checklists
Workers who are currently working from home can use this working-from-home health and safety checklist template to check if their home-based workspace is safe and conducive for a home office setup. This checklist assesses personal health and well-being, lone worker considerations, and workspace safety.
Use this COVID-19 Checklist to ensure that your organization has taken all the necessary preventive measures to curtail the spread of the coronavirus. This checklist will assist in the implementation of health and hygiene measures in the workplace and in the review process of your facilities.
Use this health and safety inspection checklist to perform monthly inspections of a restaurant or food venue. Prevent serious incidents by checking the existence and condition of fire exits, signs, fire extinguishers, and other emergency procedures in place. Evaluate ergonomic practices shown by employees to avoid sprains and other injuries. Prevent cuts and lacerations by ensuring that sharp objects are used correctly and stored properly. Conduct this safety inspection to prevent safety risks including chemical poisoning, burns, and other related work-related hazards.
Use this general workplace health and safety checklist to have a quick run-through of the overall condition of the workplace. It is an easy read-confirm checklist that includes inspection of communication processes, risk management, manual tasks, hazardous substances handling, infection control systems, rehabilitation, and stress hazards. Use SafetyCulture to conduct quick checks of your workplace.
Risk Assessments are essential to determine the severity and frequency of health and safety risks and determine the best control measures to mitigate or eliminate those risks. Use this HSE Risk Assessment to prioritize which H&S risk needs full attention to avoid workplace accidents or fatalities.
This health and safety policy template is based on OSHA regulatory standards and converted using SafetyCulture. This checklist is composed of 7 sections covering (1) management leadership, (2) worker participation, (3) Hazard identification, (4) Hazard prevention, (5) Education and training, (6) Program evaluation, and (7) Communication and coordination. Use SafetyCulture to comply with the OSHA standards on health and safety and use the app on your mobile device to capture evidence of non-compliance.
Use this Environment Health and Safety Audit to conduct a visual inspection of the workplace. Check the general safety of the site. Identify electrical and fire hazards and capture photo/s as evidence. Evaluate if proper laboratory controls are applied to prevent contamination and overexposure to chemicals. Lastly, if applicable, check condition of vehicles used for operation to prevent vehicular accidents.
This Health and Safety Induction Checklist can be used as part of an HR program when onboarding new employees. HR representatives should start by informing employees about health and safety policies. Discuss fire safety measures. Highlight the importance of housekeeping in the workplace. Inform workers about the proper accident reporting procedures. Educate employees on proper hygiene to avoid the spread of diseases. Introduce the safety advisers to the new employees and then discuss H&S requirements. Complete the Health and Safety Induction Checklist by getting all participants to sign using SafetyCulture’s signature feature.
Use this quick workplace checklist to facilitate routine fire safety inspections and observe if the workers comply with fire safety procedures and protocols. Document fire risks, capture photos of equipment defects that can trigger fires, and assess the facility’s safety and compliance with safety provisions with this checklist.
Visit this Hazard Identification page to learn more about ways of identifying potential health and safety hazards in your workplace. Check out the best hazard identification checklists to evaluate the overall health and safety of your workplace, and set preventive controls to reduce or eliminate risks. SafetyCulture is an efficient tool to record significant data about safety. Generate real-time reports and notify your supervisor when hazards are detected.