Health & Safety
Workplace health and safety workflow templates for hazard reports, near misses, incidents and investigations, safety inspections and observations, job safety analyses, toolbox talks and contractor onboarding. Reports can come in through a public form, corrective actions are assigned as tasks, and each record keeps its findings, photos and timeline.
Benefits
- Let anyone report a hazard or near miss through a simple form
- Assign corrective actions as tasks and track them to closure
- Keep investigation findings and photos with each incident
Common Use Cases
Health & Safety Templates(37)
Hazard Reporting Workflow
Captures workplace hazard reports, triages them for likelihood/consequence/risk rating, assigns corrective action tasks scaled to risk, verifies control effectiveness with a rework loop, and closes out the hazard with a notification to the reporter.
Workplace Incident Reporting Workflow
Captures workplace incident reports, acknowledges the reporter, triages severity and regulator notification with the safety officer, runs an investigation scaled to severity, tracks corrective actions to verification, and closes out the incident with a summary email to the reporter.
Incident Investigation Workflow
Captures reported workplace incidents, triages severity, runs investigation and review/management approval paths, handles regulatory notification where required, and tracks corrective actions through to closure.
Near Miss Reporting Workflow
Captures near miss reports from anyone in the organisation, notifies the reporter, has the safety officer assess immediate controls and risk rating, escalates high-risk events to an investigator for root cause analysis, and closes the loop with lessons learned shared back to the reporter.
Workplace Safety Inspection Workflow
Manages an end-to-end workplace safety inspection: intake from the inspector, hazard assessment and risk rating, escalation and corrective action for medium/high risk findings, verification of remediation, and sign-off notification.
Toolbox Talk Workflow
Captures a supervisor's pre-work toolbox talk (topic, hazards, attendance, absentees, action items), records it against a talk record, and manages follow-up tasks for briefing absent workers and closing out action items through to closure.
Asbestos Removal Job Intake and Scope Workflow
Intake, estimation, quoting, scheduling and completion workflow for a licensed asbestos removal business — from initial customer request through estimator assessment, quote acceptance, removal scheduling, and final clearance confirmation.
Asbestos Removal Pre-Start Checklist Workflow
Captures a site pre-start checklist for asbestos removal jobs, determines whether it is safe to start, and if not, requires the removal supervisor to record corrective actions in a loop until the area is cleared or the loop limit is reached, before notifying the supervisor that work is cleared to start.
Asbestos Risk Screening Workflow
Screens a job site for asbestos risk before disturbing building materials, captures worker/customer/site data, records the screening result, and — where asbestos is detected or presumed — stops work, engages controls and a licensed removalist, tracks clearance testing, and notifies the customer when the area is cleared to resume.
Asbestos Waste Disposal Record Workflow
Captures asbestos waste disposal details from a supervisor, sets the record to Disposed, has the office reconcile the disposal receipt against the quantity removed, escalates discrepancies to the supervisor for investigation, then reconciles and confirms disposal to the client by email.
Automatic Gate Safety Device Test Workflow
Captures a technician's gate safety test, records Pass/Fail, notifies the client, and manages repair/retest cycles for failed tests until the gate passes or the retry limit is reached.
Ceiling Insulation Safety Check Workflow
Captures an installer's pre-start safety check before ceiling insulation work begins, automatically clears the job if safe, or stops work and routes unsafe findings to a supervisor for corrective action and re-check (up to 2 loops) before clearing the job to start.
Cladding Pre-Start Checklist Workflow
Captures a cladding installer's pre-start checklist, determines whether it is safe to start work, and if not, routes issues to the supervisor for corrective action and re-check (up to 2 times) before clearing or stopping the job.
Contractor Onboarding Workflow
Coordinator submits contractor details and documents, compliance officer checks documents, worker completes site induction, site manager approves site access, and security grants access — tracking status from Submitted through to Onboarded or Rejected.
Demolition SWMS Review and Sign-On (Australia) Workflow
Collects a demolition SWMS submission, routes it through safety manager review with revision loops, handles unsafe-to-proceed stoppages, and manages site supervisor crew sign-on before marking the job Active. Includes tracking table view and status chart widget.
Electrical Isolation Checklist Workflow
Captures a lock-out/tag-out isolation checklist before electrical work begins, verifies test-for-dead results with a supervisor escalation loop if not proven dead, tracks work to completion, and records isolation removal with a copy sent to the electrician.
Electrical Safety Inspection Checklist Workflow
Captures an electrical safety inspection report, routes it through supervisor review (with revision loop back to the inspector), emails the approved report to the customer, and triggers a repair quote task when repair work is recommended.
Equipment and Vehicle Pre-Start Workflow
Captures daily pre-start inspections for vehicles, trailers and plant, routes minor and unsafe defects to the workshop for repair, supervisor-verifies unsafe repairs before returning equipment to service, and keeps the record status and operator informed throughout.
Excavation SWMS Review and Sign-On (Australia) Workflow
Collects an excavation Safe Work Method Statement (SWMS) submission, routes it through safety manager review with revision cycles for changes required or stop-work for unsafe conditions, and on approval manages crew briefing and sign-on before work begins.
Excavator Pre-Start Inspection Workflow
Captures the operator's pre-start inspection of an excavator, routes based on the reported machine status, and manages repair, verification, and return-to-service through workshop and supervisor tasks until the machine is cleared.
Garage Door Safety Inspection Workflow
Captures a garage door safety inspection, routes the report through service manager review (with revision loop back to the inspector), emails the approved report to the customer, and triggers an estimator quote task when repair work is recommended.
Glass Installation Safety Checklist Workflow
Collects a glazier's pre-start safety checklist for a glass installation job, automatically clears the job if safe, or stops work and routes to a supervisor for corrective action and re-check (up to 2 cycles) before clearing the glazier to start.
Job Safety Analysis Workflow
Captures a Job Safety Analysis before work begins, routes it through supervisor review (with revision loop), escalates unsafe work to a safety manager, and confirms worker briefing once approved.
Lockout/Tagout Isolation Record Workflow
Captures a lockout/tagout isolation record for plant, machinery or services before work begins, tracks zero-energy verification with a supervisor rework loop, manages isolation removal and re-energisation checks, and notifies the authorised person of the outcome.
Masonry Footing Readiness Check Workflow
Captures a bricklaying pre-start inspection, notifies the builder/client of the outcome, and if not ready, routes the site team through rectification and a re-inspection loop before confirming the site is ready to start.
Painting Pre-Start Condition Record Workflow
Captures the existing condition of a property before painting work starts, has the customer confirm the recorded damage/condition, and if disputed routes to a supervisor site review with the customer before finalising the agreed pre-start condition on record.
Permit to Work Workflow
Manages the end-to-end lifecycle of a permit to work for higher-risk site activities: application intake, safety approval, pre-start check with rework loop, active work, and site hand-back closure, with status tracking and notifications throughout.
Plant Damage and Incident Report Workflow
Captures excavation/earthmoving incident reports (service strikes, property/machine damage, near misses, injuries), triggers safety-manager follow-up for injuries, routes site-manager investigation and operations-manager review (with rework loop), closes the record, and emails the client an incident summary.
PPE Issue and Replacement Register Workflow
Captures worker PPE requests, routes lost-item requests through supervisor approval, has the store issue approved equipment, and tracks status through to issued or not approved, with a table view and dashboard chart for tracking.
Pre-Start Risk Assessment (Take 5) Workflow
Workers submit a Take 5 pre-start risk assessment before starting a task. The workflow routes on the assessed risk after controls: low risk clears the worker to proceed, medium risk triggers a supervisor check with a proceed/stop decision, and high risk (or a supervisor stop decision) halts the task, notifies the worker, and loops a stop-work review with the supervisor until it is confirmed safe, then clears the worker to proceed.
RCD (Safety Switch) Test Record Workflow
Captures RCD/safety switch test results submitted by an electrician, notifies the client of a Pass, or manages the Fail path with a repair-and-retest task (looping up to 2 times) before notifying the client of the final outcome.
Roof Fall Protection Pre-Start Workflow
Captures a roofer's pre-start fall protection checklist, records the safety result, and either clears the job to start or stops work and routes unsafe conditions to a supervisor for corrective action and re-check (up to 2 loops) before final clearance.
Safe Work Method Statement (SWMS) Creation and Review (Australia) Workflow
Captures a Safe Work Method Statement (SWMS) for high-risk construction work, routes it through supervisor review with revision and stop-work loops, briefs workers on approval, and notifies the preparer and principal contractor when the SWMS is active.
Safety Observation Workflow
Captures safety observations from staff, acknowledges the observer, and routes At Risk observations through severity assessment, corrective action, and review confirmation until closed.
Silica Dust Pre-Start Checklist Workflow
Captures a stonemason's pre-start silica dust control checklist for a task, routes unsafe results to a supervisor for corrective action with re-checks, and notifies the stonemason when work is cleared or must be stopped.
Solar Installation Pre-Start Checklist Workflow
Captures a pre-start safety checklist for solar installation jobs, routes based on the safety result, and manages the stop-work/clearance loop with the supervisor until the site is confirmed safe to start.
Welding Equipment Pre-Start Inspection Workflow
Collects a welder's pre-start safety checklist for welding equipment, determines whether it is safe to start, and if not, escalates to a supervisor for corrective action and re-check (up to 2 loops) before clearing or stopping work, with notifications to the welder throughout.
Frequently Asked Questions
What Health & Safety workflow templates are included?
Health & Safety includes templates for hazard reporting, near miss reporting, workplace incident reporting, incident investigations, workplace safety inspections, safety observations, job safety analyses, toolbox talks and contractor onboarding.
Who are the Health & Safety templates for?
They're designed for safety managers, supervisors and workers in any workplace, from offices and warehouses to construction sites. Anyone can submit a report through a form, and supervisors complete the investigations and actions assigned to them.
Can I change a health and safety template to suit my organisation?
Yes. Publish the template and it runs straight away, with no installation. Describe the change in plain English — for example, require photos on hazard reports or add a manager sign-off for high-risk hazards — or edit the steps in the workflow editor. Earlier versions are kept.
Will these templates make our workplace compliant?
They help you keep consistent records — reports, investigation findings and corrective actions, with a timeline for each record. Each organisation should confirm the health and safety obligations that apply to it and adjust the templates to match.