Courses / Risk Assessment and Safe Systems of Work
Risk Assessment and Safe Systems of Work
About this certificate. This is a theory course. The certificate records that you completed the theory and passed its assessment. It is not an accredited qualification. Many countries also require practical assessment before theory counts towards a statutory requirement — check what applies where you work. Full terms.
How to identify hazards honestly, score them without fooling yourself, choose proportionate controls, and write it down so it stands up afterwards.
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Writing a defensible risk assessment
A practical walkthrough of building a risk assessment that would stand up to scrutiny. We cover identifying hazards, judging likelihood and severity honestly, selecting proportionate controls, and recording the decision so it demonstrates that a reasoned judgement was made.
By the end of this session you will understand the key principles behind risk management and be able to apply them to your own workplace with confidence. The lecture keeps the theory practical and connects every point back to the relevant EN standards and tools available across SafetyOrbit.
Live sessions are announced on the Training Calendar , and recordings are added to the Lectures library afterwards. To go deeper on the standards referenced here, visit the EN Standards Library .
One that shows hazards were genuinely identified, likelihood and severity were judged honestly rather than minimised, the chosen controls are proportionate to the risk, and the reasoning is recorded clearly enough that another person could follow the same logic.
Key points
- What you will take away
- Watch and follow up
Full reference: Writing a Defensible Risk Assessment ↗
Risk Assessment Builder – score a task
Pick the hazards, rate likelihood and severity, and get a scored matrix you can print. Nothing is stored — the assessment stays in your browser.
Score is likelihood multiplied by severity. A score of 10 or more means the risk is acted on before work starts, not managed during it.
Work through each step below and check off items as you complete them. This gives you a practical starting structure for a task or workplace risk assessment – use it alongside your organization’s official risk assessment form and record-keeping process.
Use this checklist as a working companion while you complete your organization’s official risk assessment form – it is a structure and memory aid, not a replacement document. Check items off as you go, and treat any unchecked item as an open action before you consider the assessment complete.
Key points
- Ask workers who do the task regularly what near misses or close calls they have had.
- Review incident and near-miss records for this task or similar tasks.
- Consider hazards from equipment, materials, environment and work organization together.
- Check manufacturer instructions and safety data sheets for equipment and substances used.
- Identify workers directly doing the task.
Full reference: Risk Assessment Builder ↗
Risk assessment form template
A structured general-purpose risk assessment form that walks you from hazard identification through likelihood, severity and control measures, with space to record residual risk and review dates.
The template is a Word document, free to download and yours to adapt. It is available in three regulatory versions — these are genuine equivalents written to each framework, not translations of one another. Pick the one that matches the rules you work under.
The Risk Assessment Form is designed to be quick to complete and easy to adapt to your own workplace. Start from the template rather than a blank page, tailor the hazards, controls and responsibilities to your site, and keep a completed copy on file as evidence that the right checks were made.
The equipment and controls this template asks you to record are governed by published standards that define what each item must withstand and how it is tested. These are the ones that apply most directly:
Key points
- Tips and Tricks — the full technique-note library for this kind of work
- Children and visitors on a working farm
Full reference: Risk Assessment Form ↗
Module 1 assessment
The assessment is part of a subscription
You have full access to every lesson in this course. Taking the assessment and earning the certificate needs a subscription.
4 questions · 80% to pass · unlimited retakes. The lesson material is hidden while you answer.
1. How is a risk score calculated on a 5×5 matrix?
2. A task scores 15. What does that band require?
3. What is residual risk?
4. Why must a risk assessment be task-specific rather than generic?
Permit to work template
A general permit-to-work form for high-risk tasks, with authorisation, isolation, precautions and hand-back sections.
The template is a Word document, free to download and yours to adapt. Replace the headings and fields with your own project detail and issue it under your own document control.
The Permit to Work is designed to be quick to complete and easy to adapt to your own workplace. Start from the template rather than a blank page, tailor the hazards, controls and responsibilities to your site, and keep a completed copy on file as evidence that the right checks were made.
Where this template names protective equipment or a control measure, the equipment itself is governed by a published standard that defines what it must withstand and how it is tested. The full EN standards library covers each one in plain language so you can confirm you are specifying the right level of protection.
Key points
- Hot Work Permits and Fire Watch
- Confined Space Entry: The Permit Sequence, Step by Step
- Electrical Permits to Work: What They Need to Specify
- Locking off every energy source
- Stored energy after isolation
Full reference: Permit to Work ↗
Method statement template
A safe system of work template that documents the sequence of a task, the hazards at each step, and the controls and PPE required, ready to brief to your team.
The template is a Word document, free to download and yours to adapt. It is available in three regulatory versions — these are genuine equivalents written to each framework, not translations of one another. Pick the one that matches the rules you work under.
The Method Statement Template is designed to be quick to complete and easy to adapt to your own workplace. Start from the template rather than a blank page, tailor the hazards, controls and responsibilities to your site, and keep a completed copy on file as evidence that the right checks were made.
Where this template names protective equipment or a control measure, the equipment itself is governed by a published standard that defines what it must withstand and how it is tested. The full EN standards library covers each one in plain language so you can confirm you are specifying the right level of protection.
Key points
- Download the template
- About this template
- How it links to the standards
Full reference: Method Statement Template ↗
Hot work permit
A hot work permit template covering fire watch, extinguisher provision and post-work checks for welding, cutting and grinding.
The template is a Word document, free to download and yours to adapt. It is available in three regulatory versions — these are genuine equivalents written to each framework, not translations of one another. Pick the one that matches the rules you work under.
The Hot Work Permit is designed to be quick to complete and easy to adapt to your own workplace. Start from the template rather than a blank page, tailor the hazards, controls and responsibilities to your site, and keep a completed copy on file as evidence that the right checks were made.
The equipment and controls this template asks you to record are governed by published standards that define what each item must withstand and how it is tested. These are the ones that apply most directly:
Key points
- EN 169 — welding filters
- EN 407 — thermal risk gloves
- EN ISO 11612 — heat and flame protective clothing
- Welding and Hot Work — the full technique-note library for this kind of work
- Hot Work Permits and Fire Watch
Full reference: Hot Work Permit ↗
Module 2 assessment
The assessment is part of a subscription
You have full access to every lesson in this course. Taking the assessment and earning the certificate needs a subscription.
4 questions · 80% to pass · unlimited retakes. The lesson material is hidden while you answer.
1. In the hierarchy of control, which comes first?
2. What is the purpose of a permit to work?
3. A hot work permit should specify which of these?
4. What makes a method statement usable on site?
Toolbox talk record template
A one-page toolbox talk record capturing the topic, date, presenter and attendee signatures so you can prove the briefing happened.
The template is a Word document, free to download and yours to adapt. It is available in three regulatory versions — these are genuine equivalents written to each framework, not translations of one another. Pick the one that matches the rules you work under.
The Toolbox Talk Record is designed to be quick to complete and easy to adapt to your own workplace. Start from the template rather than a blank page, tailor the hazards, controls and responsibilities to your site, and keep a completed copy on file as evidence that the right checks were made.
Where this template names protective equipment or a control measure, the equipment itself is governed by a published standard that defines what it must withstand and how it is tested. The full EN standards library covers each one in plain language so you can confirm you are specifying the right level of protection.
Key points
- Download the template
- About this template
- How it links to the standards
Full reference: Toolbox Talk Record ↗
Incident report form
An incident and injury report form capturing what happened, immediate actions and contributing factors.
The template is a Word document, free to download and yours to adapt. It is available in three regulatory versions — these are genuine equivalents written to each framework, not translations of one another. Pick the one that matches the rules you work under.
The Incident Report Form is designed to be quick to complete and easy to adapt to your own workplace. Start from the template rather than a blank page, tailor the hazards, controls and responsibilities to your site, and keep a completed copy on file as evidence that the right checks were made.
Where this template names protective equipment or a control measure, the equipment itself is governed by a published standard that defines what it must withstand and how it is tested. The full EN standards library covers each one in plain language so you can confirm you are specifying the right level of protection.
Key points
- Download the template
- About this template
- How it links to the standards
Full reference: Incident Report Form ↗
Learn from a real incident
A distribution warehouse worker walked beneath a loaded storage rack during a routine restock. Seconds later, a shifted pallet dropped a carton from height. He walked away with a headache and a story instead of a serious injury – because he was wearing his hard hat that morning, unlike some of his coworkers on other shifts. This is a composite case study built from common warehouse near-miss patterns, used here to illustrate a real and recurring gap in head protection compliance.
It was the last hour of a busy receiving shift. A forklift operator was repositioning a pallet on the third level of a storage rack when the load shifted slightly during the lift. A cardboard carton, sitting slightly over the edge of the pallet, slid off and fell roughly four metres, landing directly on a picker walking the aisle below. The picker was wearing an EN 397 industrial safety helmet with the chin strap properly fastened. The carton struck the helmet shell off-centre, and the impact was absorbed by the harness and shock-absorbing liner. He was checked by the on-site first aider, cleared with no serious injury, and was back on shift the next day.
The investigation found three contributing factors. First, the rack bay involved was loaded slightly beyond the picking face it was rated for, leaving cartons proud of the pallet edge. Second, the aisle beneath active racking work was not marked as an overhead-hazard exclusion zone, so foot traffic continued underneath during the lift. Third, and most relevant to this site, helmet use on that shift was inconsistent: workers doing "quick" tasks in what they considered low-risk zones often skipped their hard hats, and supervisors had stopped enforcing the rule in practice even though it remained written policy.
Had the picker not been wearing his helmet that day, a four-metre drop of a loaded carton onto an unprotected head could easily have caused a serious traumatic injury rather than a bruise. The near-miss was as much about helmet compliance culture as it was about racking safety.
Key points
- EN 14052 – High-Performance Industrial Helmets : a higher-protection alternative for sites with a greater risk of side-impact or higher falling-object energy than EN 397 is designed to absorb.
- Mark and physically barrier any aisle beneath active racking or lifting work as a temporary exclusion zone.
- Enforce helmet-zone signage consistently across every shift, not just when supervisors are visibly present.
- Run a recurring toolbox talk on correct chin-strap adjustment – an unfastened helmet can be knocked clear before it absorbs an impact.
- Audit rack loading against the manufacturer's rated picking face, and correct overhangs immediately.
Full reference: The Falling Pallet That Nearly Changed Everything – Field Story ↗
Module 3 assessment
The assessment is part of a subscription
You have full access to every lesson in this course. Taking the assessment and earning the certificate needs a subscription.
4 questions · 80% to pass · unlimited retakes. The lesson material is hidden while you answer.
1. When should a risk assessment be reviewed?
2. What is the value of recording a near miss?
3. Why record attendance at a toolbox talk?
4. An assessment was written for a dry summer roof job. The work slips to November. What now?
Course assessment
The assessment is part of a subscription
You have full access to every lesson in this course. Taking the assessment and earning the certificate needs a subscription.
6 questions drawn from every module · 80% to pass · unlimited retakes.
1. How is a risk score calculated on a 5×5 matrix?
2. Why must a risk assessment be task-specific rather than generic?
3. In the hierarchy of control, which comes first?
4. What makes a method statement usable on site?
5. When should a risk assessment be reviewed?
6. An assessment was written for a dry summer roof job. The work slips to November. What now?
Course complete
100%
Every module and the final assessment passed
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