Templates

Templates & checklists

77 working documents — download, adapt to your site, and use today. Every template states what it covers and when it applies.

Free templatePDF · DOCXAccident Investigation Report(UK/EU/US) — A complete incident pack: accident record in the official Accident Book layout, injury and treatment details, RIDDOR determination, witness statements, root-cause investigation and corrective actions. The US version matches OSHA Form 301.View template ↗Free templatePDF · DOCXAsbestos Plan of Work (non-licensed)Task-level method for non-licensed asbestos work with controls, decontamination and the NNLW notification checklist.View template ↗Free templatePDF · DOCXBricklaying RAMSSilica cutting controls, cement dermatitis, scaffold lifts, falling materials and manual handling.View template ↗Free templatePDF · DOCXCDM Appointment LettersReady-to-sign letters formally appointing the Principal Designer and Principal Contractor, as CDM Reg 5 requires in writing.View template ↗Free templatePDF · DOCXCOSHH Assessment Form(UK/EU/US) — A hazardous substance assessment aligned to the safety data sheet: H-statements, exposure routes, workplace exposure limits, the control hierarchy and PPE selection. The US version is a full written HazCom Program with chemical inventory.View template ↗Free templatePDF · DOCXCarpentry & Joinery RAMSSaw safety, carcinogenic wood dust, nail guns, noise and vibration controls for first and second fix.View template ↗Free templatePDF · DOCXChemical Spill Response PlanAn eight-step spill response from assess to restock, covering containment, drain protection, PPE, disposal and notification.View template ↗Free templatePDF · DOCXCold Work AssessmentA cold-environment risk assessment covering thermal clothing, wind chill, warming breaks and the vibration interaction.View template ↗Free templatePDF · DOCXCombined RAMS Pack(UK/EU/US) — Risk assessment and method statement bound into one controlled document, with cover page, change log, emergency arrangements and an operative briefing register for signatures.View template ↗Free templatePDF · DOCXConfined Space Entry Permit(UK/EU/US) — Entry authorisation covering atmosphere testing, isolation, ventilation, standby personnel, entrant register and rescue arrangements before anyone enters.View template ↗Free templatePDF · DOCXConfined Space RA & Safe System of WorkThe assessment and written safe system behind the entry permit, including the mandatory rescue arrangements.View template ↗Free templatePDF · DOCXConstruction Phase Plan(UK/EU/US) — The project safety plan legally required before any construction work starts, in the official HSE CIS80 format. The EU version is the 92/57/EEC Safety and Health Plan including the Prior Notice form; the US version follows the Accident Prevention Plan outline.View template ↗Free templatePDF · DOCXContractor Approval FormA pre-qualification form checking insurance, RAMS quality, competence and safety record before a contractor starts.View template ↗Free templatePDF · DOCXDemolition PlanThe written demolition arrangements the law explicitly demands before work starts: surveys, method, sequence, exclusion zones and sign-off.View template ↗Free templatePDF · DOCXDisplay Screen AssessmentA display screen equipment assessment covering screen, chair, desk and environment for office, site office and hybrid workers.View template ↗Free templatePDF · DOCXElectrical Permit to Work(UK/EU/US) — Confirms equipment is dead, isolated, locked off and proved dead before work. The EU version is built on the EN 50110 five safety rules; the US version is a lockout and tagout energy-control permit.View template ↗Free templatePDF · DOCXElectrical RAMSSafe isolation procedure, hidden services, silica from chasing, work at height and re-energisation controls for installation work.View template ↗Free templatePDF · DOCXElectrical Safety InspectionA portable appliance register plus fixed-installation and site-supply inspection log with test dates and results.View template ↗Free templatePDF · DOCXEmergency Evacuation PlanA workplace evacuation plan covering alarm, routes, assembly points, roll call, roles and drill schedule.View template ↗Free templatePDF · DOCXExcavation Inspection Register(UK/EU/US) — Start-of-shift and after-rain inspections by a competent person, with the weekly written report log.View template ↗Free templatePDF · DOCXF10 Notification Prep SheetEvery field of the HSE online F10 notification gathered in advance, with the thresholds that trigger it.View template ↗Free templatePDF · DOCXFall Protection Rescue Plan(UK/EU/US) — The avoid, prevent and mitigate hierarchy applied to your task, plus the legally required plan for rescuing a suspended worker within minutes.View template ↗Free templatePDF · DOCXFire Risk Assessment(UK/EU/US) — A construction-site fire risk assessment covering ignition sources, fuel, people at risk, controls and the emergency plan, in the 5-step format.View template ↗Free templatePDF · DOCXFirst Aid Needs Assessment(UK/EU/US) — Sizes the number of first aiders, kit contents, eyewash and AED provision to your workforce and its hazards.View template ↗Free templatePDF · DOCXFlooring & Tiling RAMSSilica from grinding, flammable contact adhesives, knee protection and old floor-tile asbestos checks.View template ↗Free templatePDF · DOCXGlazing RAMSGlass handling and cuts, falls from openings, public protection below and frame removal sequence.View template ↗Free templatePDF · DOCXGlove Selection MatrixA hand-protection matrix matching chemicals and mechanical hazards to glove materials and EN 388, 374, 407 and 511 levels.View template ↗Free templatePDF · DOCXGroundworks RAMSBuried services, excavation collapse, plant and pedestrian segregation, deep drainage confined spaces.View template ↗Free templatePDF · DOCXHVAC / Air Conditioning RAMSRefrigerant handling, brazing under permit, pressure testing with nitrogen and roof plant access.View template ↗Free templatePDF · DOCXHarness Pre-Use InspectionA dedicated EN 361 fall-arrest harness inspection covering webbing, stitching, buckles, D-rings and fall indicators, with the quarantine rule.View template ↗Free templatePDF · DOCXHealth & Safety FileThe end-of-project handover file: residual hazards, key structural information, services and as-builts, with contents register and handover record.View template ↗Free templatePDF · DOCXHealth & Safety PolicyThe mandatory written policy in three parts: statement of intent, responsibilities and arrangements, ready to sign and display.View template ↗Free templatePDF · DOCXHealth Surveillance RegisterTracks HAVS checks, hearing tests, lung function and skin checks per worker, with due dates and referral actions.View template ↗Free templatePDF · DOCXHeat Stress AssessmentA hot-environment risk assessment covering hydration, work and rest schedules, acclimatisation and buddy checks.View template ↗Free templatePDF · DOCXHot Work Permit(UK/EU/US) — Authorisation for welding, cutting, grinding and torch-on roofing: combustibles cleared, extinguishers ready, fire watch during and after the work, and formal close-out.View template ↗Free templatePDF · DOCXIncident Report FormA short standalone form for capturing the facts of an incident at the time it happens, before the full investigation pack is opened.View template ↗Free templatePDF · DOCXLOTO Procedure SheetA machine-specific lockout and tagout procedure documenting every energy source, isolation point, verification step and safe restore sequence.View template ↗Free templatePDF · DOCXLadder Inspection LogA pre-use and periodic ladder inspection log covering stiles, rungs, feet and locking mechanisms, with the rule for taking one out of service.View template ↗Free templatePDF · DOCXLandscaping RAMSShallow buried services, chainsaws, pesticides, plant on slopes and biological hazards.View template ↗Free templatePDF · DOCXLift PlanThe Appointed Person's lifting plan: load details, crane configuration, accessories with certificates, ground assessment, wind limits and step-by-step method.View template ↗Free templatePDF · DOCXLifting Operations Permit(UK/EU/US) — Authorises crane and heavy lifting under the lift plan: certificates checked, ground and exclusion zone confirmed, lift team named and signed.View template ↗Free templatePDF · DOCXLone Working AssessmentA lone-worker risk assessment with a prohibited-task screen, check-in arrangements, communications and escalation.View template ↗Free templatePDF · DOCXMachinery Guarding ChecklistA machine safety checklist covering guards, interlocks, emergency stops and isolation against PUWER and ISO 12100 principles.View template ↗Free templatePDF · DOCXManual Handling Assessment(UK/EU/US) — A lifting and carrying risk assessment using the Task, Individual, Load and Environment approach with risk scoring. The EU version follows Directive 90/269/EEC Annex I; the US version is the NIOSH lifting equation worksheet.View template ↗Free templatePDF · DOCXMethod Statement Template(UK/EU/US) — A safe system of work template documenting the sequence of a task, the hazards at each step, and the controls, plant and PPE required, ready to brief to your team. The US version is an Activity Hazard Analysis in the EM 385-1-1 format with the RAC matrix.View template ↗Free templatePDF · DOCXNear Miss Report CardA two-minute, blame-free reporting card that makes it easy to raise a concern, with a management review and action page.View template ↗Free templatePDF · DOCXNoise Exposure Assessment(UK/EU/US) — A source-by-source noise exposure estimate against the 80, 85 and 87 dB action and limit values, with control selection and hearing protection.View template ↗Free templatePDF · DOCXPPE Inspection ChecklistA recurring inspection sheet for protective equipment, prompting pass or fail against condition, expiry and damage, with rejection criteria.View template ↗Free templatePDF · DOCXPPE Issue Register(UK/EU/US) — A register logging every item of protective equipment issued to each worker, with EN standards, sizes, dates and signatures. The US version includes the written hazard-assessment certification required by 29 CFR 1910.132(d).View template ↗Free templatePDF · DOCXPainting & Decorating RAMSTower and ladder access, lead paint testing before sanding, solvents and two-pack coatings.View template ↗Free templatePDF · DOCXPermit to Dig(UK/EU/US) — No ground broken until services are located: utility drawings, CAT and Genny scan record, marked services, hand-dig zones and excavation controls. The US version includes the daily competent-person inspection log.View template ↗Free templatePDF · DOCXPermit to WorkA general permit for high-risk tasks not covered by a specific permit, with authorisation, isolation, precautions and hand-back.View template ↗Free templatePDF · DOCXPlant & Equipment Registers (5-in-1)PUWER inspections, LOLER thorough examinations, ladder register, harness register and PAT log in one workbook.View template ↗Free templatePDF · DOCXPlastering & Drylining RAMSDust control, plasterboard handling, podium and stilt work, overhead strain.View template ↗Free templatePDF · DOCXPlumbing & Heating RAMSSoldering fire controls, gas safety, scalds, legionella and asbestos awareness for pipework and heating installation.View template ↗Free templatePDF · DOCXPre-Construction InformationThe client's information pack for designers and contractors: site hazards, asbestos, services and ground conditions, structured to HSE guidance.View template ↗Free templatePDF · DOCXRespirator Fit Test RecordThe RPE fit-test record inspectors ask for: wearer, mask model, test method, exercises and result.View template ↗Free templatePDF · DOCXRight-to-Work Check RecordImmigration compliance check with manual, online share-code and digital identity routes, giving the statutory excuse.View template ↗Free templatePDF · DOCXRisk Assessment Form(UK/EU/US) — A structured general-purpose risk assessment that walks you from hazard identification through likelihood, severity and control measures, with a colour-coded 5×5 scoring matrix, residual risk and review dates. The US version is a Job Hazard Analysis in the OSHA 3071 format.View template ↗Free templatePDF · DOCXRoof Access Permit(UK/EU/US) — Controls access to roofs and fragile surfaces: edge protection, harness and anchor checks, weather limits, exclusion zones and rescue plan.View template ↗Free templatePDF · DOCXRoof Pre-Work / Fragility SurveyThe survey done from a safe position before any roof access: construction, fragile surfaces marked, hazards and access decision.View template ↗Free templatePDF · DOCXRoofing RAMSPre-populated with the roofing trade's real hazards: falls, fragile surfaces, falling materials, weather limits, torch-on fire controls and asbestos checks, all pre-scored with controls.View template ↗Free templatePDF · DOCXSafety Audit ChecklistA scored periodic walk-round audit across documentation, site conditions, people and welfare, with findings and actions.View template ↗Free templatePDF · DOCXScaffold Handover CertificateThe scaffold contractor's formal handover: load class, restrictions, completion checks and anchor and tie test record.View template ↗Free templatePDF · DOCXScaffold Inspection Record(UK/EU/US) — A scaffold inspection log for pre-use, 7-day and post-weather checks with the statutory report particulars and defect notification.View template ↗Free templatePDF · DOCXSite Induction Checklist(UK/EU/US) — A site-specific induction record with a full topics checklist, worker declaration and multi-worker register, proving that everyone on site was inducted.View template ↗Free templatePDF · DOCXSite RulesDisplay-ready site rules covering access, conduct, work rules and emergencies, with a signed acknowledgement register.View template ↗Free templatePDF · DOCXSite Waste Management PlanWaste streams, carrier registration and the waste transfer and hazardous consignment note log.View template ↗Free templatePDF · DOCXSteel Erection & Welding RAMSFrame stability sequence, crane lifts, MEWP work and carcinogenic weld fume controls.View template ↗Free templatePDF · DOCXTemporary Works RegisterA BS 5975 register with coordinator appointment: designs, design checks, and permits to load and strike.View template ↗Free templatePDF · DOCXToolbox Talk Record(UK/EU/US) — A one-page briefing record capturing the topic, date, presenter, key points, actions arising and attendee signatures.View template ↗Free templatePDF · DOCXTraffic Management PlanA site traffic plan separating pedestrians and vehicles with routes, one-way systems, banksman arrangements and signage.View template ↗Free templatePDF · DOCXTraining MatrixA whole-workforce competency register tracking who holds which cards and certificates and when refreshers are due, with an expiry watchlist.View template ↗Free templatePDF · DOCXVehicle & Plant ChecklistA weekly pre-use inspection grid per machine: brakes, lights, tyres, fluids, alarms and attachments.View template ↗Free templatePDF · DOCXVibration (HAVS) Exposure Log(UK/EU/US) — A hand-arm vibration exposure log tracking tool trigger times against daily limits. The UK version uses the HSE points system, where 100 points is the action value.View template ↗Free templatePDF · DOCXWelfare Facilities ChecklistConfirms the legally required toilets, washing, drinking water and rest facilities, with a weekly check log.View template ↗Free templatePDF · DOCXWorking at Height ChecklistA daily pre-task checklist prompting access equipment checks, edge protection, anchor verification, weather and rescue readiness.View template ↗

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Templates library icon

A complete library of ready-to-use safety templates covering risk assessments, permits, inspections, incident reporting and more. Each template is built to be quick to complete, easy to adapt to your own site, and aligned with the EN standards referenced throughout SafetyOrbit. Select any template below to read what it covers.

(UK/EU/US) marks a template available in three regulatory versions: UK (HSE / CDM 2015), EU (Directive 89/391/EEC) and US (OSHA 29 CFR).

Core documents — needed on every job

Permits to work

High-risk activity documents

Pre-filled trade RAMS (ready to make site-specific)

Project & company management

General workplace safety

Editable safety template icon

Every template is built to adapt quickly to your own site.

Frequently asked questions

Are the templates free to use?

Yes, the full library of templates on this page is free to use and adapt to your own site.

Are the templates aligned with any specific standards?

Yes, each template is built to align with the EN standards referenced throughout SafetyOrbit, and relevant templates note the standard behind the equipment or process they cover.

Can I edit a template for my own workplace?

Yes, each template is built to be quick to complete and easy to adapt, rather than a fixed form that must be used exactly as published.

What kinds of templates are included?

Risk assessments, permits to work, inspection checklists, incident and near-miss reports, training records and other routine safety paperwork.