Checklists

Safety Training and Orientation Checklist

When it comes to organizational values and priorities, safety should rank high on your list. From construction sites to plants to even the most sedentary workplaces, individual and collective health and safety should be a big deal. The United States government’s Occupational Safety and Health Administration has established rights and responsibilities that call upon employers to provide safe workplaces for employees.

Certain business contracts may require companies to meet certain standards in safety. Additionally, insurance companies that offer certain coverages such as workers’ compensation and premises liability may also have certain incentives or requirements for the insured. Health and safety should be more than a checkbox for your organization, and having a health and safety training plan template is strongly recommended.

Understanding the Need for Health and Safety Procedures

It would be great if everyone within the organization was on the same page with respect to best practices regarding safety. Unfortunately, you can’t expect everyone to automatically be mindful and proactive when it comes to managing risks and eliminating hazards. Similarly, there should be a clear procedure on how to respond to and report incidents on the job. A comprehensive plan helps to remove any confusion about the steps that should be taken to prevent unsafe conditions, and deal with accidents and other emergencies. Having tools such as an employee safety orientation checklist as part of an overall plan helps protect your business and its greatest assets, the individuals who deliver the work.

Implementing a Checklist

A checklist defines an ordered list of tasks to be done as part of a larger effort. When implemented into your organization’s processes, such a list helps to make sure things are done consistently and uniformly each time. Consider the benefits of a checklist for these various scenarios:

  • Health and safety questionnaire for new employees: For workers who have been hired to work on special contracts or around certain hazards, it may be necessary for your business to have them complete a questionnaire to gauge their fitness to work or document their level of understanding of best practices. This questionnaire can be used to identify the areas of greatest need within your organization.
  • New employee health and safety checklist: Suppose you’re onboarding new employees who will be working in a plant or in harsh conditions. Using this checklist can ensure that the appropriate protective gear such as hard hats or goggles have been procured in advance. This checklist may also be used to make sure that a new hire is scheduled for 10-hour OSHA safety training or a site-specific safety education regimen.
  • Employee safety orientation checklist: Specific roles, projects, or contracts may require a certain battery of safety courses. If your company has its own safety program, this checklist may cover the specific elements of the program that need to be conveyed during a particular orientation session. Managers and supervisors may require a more extensive safety orientation than entry-level positions.
  • Safety orientation checklist construction plan: Consider a scenario where you’re completing a project for a particular client that requires providers to align to their safety program. Checklists of this type may enumerate the safety devices or equipment needed for the projects or work authorizations under a particular contract. Building projects may require all on-site personnel to take training courses for working on ladders, scaffolding, and other places that require fall protection. Such a plan may also require a safety inspector or manager to visit a workplace and make recommendations for improvements or come up with an action plan.
  • Incident response: No matter the organization type or work environment, there should be a procedure or outline for how to respond to an incident. This form should capture the details of an incident such as time and date and location, the people the incident was reported to, corroboration of what occurred, incident review and investigation, recommended corrective action, and other follow-up information.
  • Training course creation: A sophisticated safety management program may involve checklists for creating a new training course, either in response to an incident or whenever a need for training is identified. This type of checklist should also include actions needed to formalize the acceptance of the new course and integration into company practices.

Rolling Out Safety Training Checklists

Safety responses require rapid review and immediate exchange of information. Proactive health and safety education methods often require the approval of supervisory staff that may be located in other offices or regions altogether. Your organization needs a streamlined approach to collaborating and creating a health and safety training plan template and other forms for completion by employees and subsequent approvals from senior staff.

A cloud-based document system can be accessed by collocated teams, those who work in satellite or field offices as well as those at home base. Consistency, completeness, and correctness are key features of electronic health and safety reporting systems.

No matter the size of your organization or its hierarchical structure, a powerful, lightweight platform for managing health and safety information is just a few mouse clicks away. Fluix leverages the power of cloud-based functionality and interoperability on multiple devices for a fast and flexible way for you to complete business functions. From automated workflows and real-time collaboration to form filling and more, Fluix helps your organization find real, scalable solutions for handling essential processes. This platform works on desktop computers as well as mobile devices without the need for coding or special operating systems. Experience the Fluix difference with a free 14-day trial that doesn’t require a credit card.

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