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Essential Documents Health & Safety

A Tips & Advice book about... 

In a nutshell

This book will ensure you have every health and safety angle covered in the least-cost way. It offers you over 380 legally safe policies, procedures, records, checklists and forms. Adapt them to suit every health and safety situation in your workplace.

In detail

As everyone in business knows, staying on top of health and safety means having watertight paperwork. Whether it's to keep an inspector happy or fend off a claim, you need the proper documents to defend your position. What's more, having a full set of documents will reduce the risk of workplace accidents. As a result, your insurance premiums will be kept in check. Split across 10 chapters, this book covers:

  1. Accident management and first aid
  2. Asbestos
  3. Chemical safety
  4. Construction
  5. Health & Safety management
  6. Health & safety policy
  7. Machinery and equipment
  8. Occupational health
  9. Off-site working
  10. Workplace

With this book, you need never be in the dark when it comes to health and safety. You'll have all necessary documents to take care of this tricky subject in the least-cost, most convenient way.

We've created this Tips & Advice book especially for... 

Business owners, health and safety managers, logistics managers and company directors that want to:

  • Take care of health and safety in the least-cost, most effective way
  • Have a full set of legally safe health and safety documents at hand

Advisors that want to:

  • Provide their clients with the right paperwork to effectively deal with health and safety matters

You'll get the following free extras with this Tips & Advice book... 

An online service with ready-to-use documents

  • To immediately apply our advice and solutions in practice
  • That you can easily adapt to suit your own requirements

In this Tips & Advice book you'll read about...

Table of contents

Chapter 1 - Accident management and first aid

Accident claim - management checklist

Accident - documents guidance

Accident investigation form

Accident - photo record

Accident report form

Accident reporting procedure

Accident - witness statement

Appointed person role

First aid kit contents checklist

First aid needs assessment

First aid needs checklist

First aid personnel needs

First aid room checklist

Flow chart - accident investigation

Flow chart - near misses

Near-miss report

Potential claim report

Quick guide to RIDDOR 2013

Rules for first aiders/appointed persons

Chapter 2 - Asbestos

Accidental release of asbestos instructions

Asbestos condition report

Asbestos hotspot checklist

Asbestos material assessment algorithm

Asbestos priority assessment algorithm

Asbestos management plan

Asbestos register

Asbestos statement
(for premises with no identified asbestos)

Asbestos surveyor checklist

Permit to work - asbestos

Chapter 3 - Chemical safety

Chemical inventory sheet

Chemical storeroom checklist

COSHH/DSEAR assessment - bleach

COSHH/DSEAR assessment - concrete

COSHH/DSEAR assessment - guidance note

COSHH/DSEAR assessment - metalworking fluids

COSHH/DSEAR assessment - petrol and diesel

COSHH/DSEAR assessment record

COSHH/DSEAR assessment - used motor and transmission oil

Flow chart - spill response

Flow chart - undertaking a COSHH assessment

Flow chart - when to carry out a COSHH assessment

Guide to safety data sheets

Preliminary COSHH assessment

Use of chemicals checklist

Chapter 4 - Construction

Appointing a principal contractor letter

Appointing a principal designer letter

Client brief

Client’s CDM compliance checklist

Client’s demolition and dismantling checklist

Construction health and safety file checklist

Construction minor works - pre-start checklist

Construction phase plan (CDM 2015)

Construction phase plan checklist

Construction site - signing in book

Notice - site rules for contractors

Construction site safety induction record

Construction supervisor’s checklist

Construction welfare facilities checklist

Contractor appraisal questionnaire - environment

Contractor appraisal questionnaire

Contractor briefing

Contractor checklist

Daily excavations form

Flow chart - client responsibilities, Stage 1:
project concept

Flow chart - client responsibilities, Stage 2:
project planning

Flow chart - client responsibilities, Stage 3:
project implementation

Flow chart - client responsibilities,
Stage 4: project completion

Flow chart - contractor management

Flow chart - contractor selection

H&S induction - site-based staff

Matters of evident concern checklist

Method statement - master

Method statement evaluation

Notice - site rules for contractors

Office refurbishment checklist

Permit to work - excavation

Pre-construction information checklist

Pre-demolition checklist

Principal contractor assessment checklist

Principal contractor CDM compliance checklist

Principal designer assessment checklist

Request for pre-construction information

Safe start

Scaffold specification checklist

Site rules for contractors

Site setup checklist

Small contractor appraisal questionnaire

Summary of client’s responsibilities

Summary of contractor’s responsibilities

Summary of designer’s responsibilities

Summary of principal contractor’s responsibilities

Summary of principal designer’s responsibilities

Chapter 5 - Health and safety management

Action report letter

Agency health and safety letter

Agency workers checklist

Agenda for health and safety meetings

Annual insurance check letter

Annual subcontractor appraisal questionnaire

Bomb threat checklist

Cash handling checklist

Consultant checklist

Contractor management - guidance

Contractual terms - health and safety

Damage/defect report

Dealing with health and safety inspectors checklist

Directors’ health and safety checklist

Document issue record

Document register

Driver declaration

Emergencies checklist

Flow chart - appointing members to a health & safety committee

Flow chart - dealing with health and safety concerns

Flow chart - health and safety audit

Flow chart - how to do a risk assessment

Flow chart - method statements

Flow chart - PPE issuing and management

Flow chart - PPE selection

Flow chart - when a risk assessment is needed

H&S assessment - work experience

Health and safety arrangements - audit

Health and safety committee agenda

Health and safety committee constitution

Health and safety induction - contractor

Health and safety induction checklist

H&S induction - simple arrangements

Health and safety record keeping guide

Health and safety rules and information for tenants

Hire agreement

Individual training record

Inspecting public areas checklist

Laptop purchasing checklist

Lift rescue procedure

Manager’s health and safety induction checklist

Manual handling management checklist

Method statement/safety procedure training record

Non-compliance report

Permit to work - confined spaces

Permit to work - contractor management

Permit to work - energised circuits

Permit to work - hazardous area

Permit to work - high pressure water jetting

Permit to work - hot work

Permit to work - lift shafts

Permit to work - non-energised circuits

Permit to work - roof work

Permit to work - work at height

Personal protective equipment checklist

Personal protective equipment inventory

PPE issue record

Project health and safety diary

Project H&S management plan

Project risk assessment information

Quick guide to safety sign design

Record form for inspections

Record of responsibilities

Register - H&S aspects and impacts

Register of health and safety legislation -
accidents and emergencies

Register of health and safety legislation - construction and contractors

Register of health and safety legislation -

Register of health and safety legislation - substances

Register of health and safety legislation - work equipment

Register of health and safety legislation - workplace

Register of permit issuers

Respiratory protective equipment checklist

Risk assessment audit

Risk assessment - blank

Risk assessment management checklist

Risk assessment training record

Room hire agreement

Safety meeting minutes

Safety procedure

Safety representative inspection form

Safety representative report form

Safety training record

Scope of consultancy services form

Scope of works

Social event safety checklist

Training matrix

Van/car weekly checklist

Visitor safety checklist

Work at height checklist

Work at height rescue plan

Work experience checklist

Workplace health and safety - audit

Workstation hotspot checklist

Young persons checklist

Chapter 6 - Health and safety policy

Accident/incident reporting policy

Alcohol policy

Asbestos management policy

Car park policy

Compressed air use policy

Confined spaces policy

Consultation policy

Contractor management policy

Contractor selection policy

Display screen equipment (DSE) policy

Driving at work policy

Electrical safety policy

First aid at work policy

Food safety policy

Foreign travel policy

Fork lift truck policy

Grounds maintenance health and safety policy

Health and safety policy - arrangements

Health and safety policy - organisation

Health and safety policy statement

Homeworking policy

Laptop health and safety policy

Legionella management policy

Lifting operations policy

Lone worker policy

Machinery safety policy

Manual handling policy

Mobile phone and gadget policy

Mobile workers safety policy

New and expectant mothers policy

No smoking policy

Noise at work policy

Occupational health policy

Performance monitoring policy

Permits to work policy

Personal protective equipment policy

Pressure systems policy

Risk assessment policy

Safety signs, signals and notices policy

Shared premises responsibilities policy

Slips, trips and falls policy

Stress at work policy

Subcontractor management policy

Training policy

Use of chemicals at work policy

Vibrating tools policy

Violence at work policy

Visitor health and safety policy

Volunteer policy

Weil’s disease policy

Welfare policy

Work at height safety policy

Workplace drug policy

Workplace environment policy

Workplace transport policy

Young workers policy

Chapter 7 - Machinery and equipment

50-point plant safety checklist

Authorisation to operate a fork lift truck

Chainsaw safety checklist

Compressed air safety procedure

Electrical equipment inventory

Electrical hand tool safety checklist

Electrical hand tool safety procedure

Electrical tools visual inspection checklist

Equipment safety checklist

Flow chart - introducing work equipment

Flow chart - maintaining work equipment

Flow chart - work equipment selection

Fork lift truck inspection record

Fork lift truck management checklist

Fork lift truck safety procedure

Ladder checklist

Lift owner inspection record

Lift rescue checklist

Lift plan

Lifting plan - non-crane

Machine maintenance record

Machinery purchasing safety checklist

Maintenance authorisation list

Mobile access towers checklist

Mobile work platform inspection checklist

Pallet truck safety checklist

Permit to work - machinery isolation

Permit to work - stepladders

Personal protective equipment assessment

Portable appliance test record

Portable electrical appliance register

Probe thermometer check record

Procedure for using ladders

Procedure for using mobile access towers

Safety harness inspection checklist

Safety harness procedure

Safety harness record of issue

Safety-critical equipment register and record of checks

Unsafe equipment report

Vehicle maintenance procedure

Vibration tools safety checklist

Vibration tools safety procedure

Welding operations checklist

Work equipment - condition checklist

Work equipment - pre-start inspection checklist

Work equipment - safe system of work

Work equipment reminder checklist

Chapter 8 - Occupational health

Annual screening questionnaire - vibration

Asthma management checklist

Average noise levels

Dermatitis management checklist

Display screen equipment (DSE) - workstation assessment

Display screen equipment (DSE) eye test form

Exposure to blood and bodily fluids report form

Fit note checklist

Flow chart - health checks at recruitment

Flow chart - health and safety audit

Flow chart - how to comply with the DSE regulations

Flow chart - how to respond to a DSE assessment

Flow chart - responding to staff illness

Flow chart - health surveillance and checks

Food handler’s return to work following sickness form

Initial screening questionnaire - vibration

Letter to employee - health questionnaire

Letters to GP

Medical consent form for GP and
occupational health advisor

Medical questionnaire

Needlestick injury procedure

Night workers health assessment

Occupational health - fit for work report

Occupational health management checklist

Pregnancy health and safety checklist

Sick building syndrome checklist

Stress management checklist

Stress self-assessment checklist

Whole body vibration checklist

Work activities information sheet

Workstation chair and desk specification

Chapter 9 - Off-site working

Driver safety checklist

Foreign travel checklist

Home visit checklist

Homeworking checklist

Homeworking clauses

Initial safety survey

Lone worker contact details form

Mobile staff safety checklist

Outdoor catering checklist

Pre-opening checklist

Property viewing safety check

Residential property safety checklist

Tips for fuel efficient driving

Chapter 10 - Workplace

Alleged or suspected food poisoning incident form

Allergen identification table

Building condition checklist

Christmas shutdown checklist

Compliance audit - site

Delivery safety plan checklist

Detailed assessment - lifting and carrying

Detailed assessment - pushing and pulling

Disabled and temporarily disabled checklist

Food complaint form

Food delivery checklist - ready-to-eat foods

Fridge and freezer temperature records

Gritting plan

Housekeeping checklist

Internal lighting checklist

Kitchen checklist

Kitchen pest control checklist

Legionella checklist

Lifejacket checklist

Lift safety checklist

Load handling - preliminary risk assessment

Loading bay checklist

Lone worker communications procedure

Manual handling checklist

Monthly tap water temperature record

New premises checklist

Odour complaint report

Office inspection checklist

Pallet racking checklist

Pest monitoring record

Playground inspection record

Premises safety checklist

Pre-start workplace safety checklist

Quick premises health and safety checklist

Record of dead legs and infrequently used outlets

Residential accommodation checklist

Sanitary and washing facilities checklist

Shower cleaning record

Slips and trips checklist

Staff kitchen safety rules

Thermal comfort checklist

Traffic management plan

Ventilation checklist - local exhaust extraction

Ventilation checklist

Weekly hot holding record

Window and glazing safety checklist

Winter precautions checklist

Workplace transport checklist

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