AI workflows for health and safety.

Keeping people safe at work: risk assessments, inspections, incidents and safety records.

Who does this work

  • Health and safety manager
  • Safety officer
  • Safety coordinator

7 workflow templates ready to adapt, and 16 workflows identified.

Updated

Request this workflowBook a fit call
Examples of the workflows identified
  1. Draft a task risk assessment
  2. Find repeat incident patterns
  3. Follow up a safety walk
  4. Keep the temporary change register
  5. Prepare a drill or tabletop exercise

The workflows identified

Marked illustrative: an example of the work, identified, with no workflow template yet.

Draft a task risk assessmentBreaks one task or workplace into hazards, who could be harmed, existing controls, ratings and further controls with owners, ready for a competent person.Workflow templateFind repeat incident patternsGroups a period of incident records by confirmed cause, task and earlier actions so the safety lead sees where incidents recur.Workflow templateFollow up a safety walkTies each concern workers raised on a leadership safety walk to the commitment made, its owner and due date, with a message to give back.Workflow templateKeep the temporary change registerLists every temporary change to equipment, layout or process with its expiry, outstanding checks and the procedures and training it touches.Workflow templatePrepare a drill or tabletop exerciseGives the plan owner one exercise brief for an emergency drill, a security or privacy tabletop or a continuity rehearsal: the approved invented scenario, roles, decisions to rehearse, what observers record and the debrief questions.Workflow templatePrepare the inputs for an ergonomic reviewGives the supervisor a task observation record of movements, durations, loads and missing measurements ready for an ergonomics assessor.Workflow templateReview lone working arrangementsSets out, for each task done alone, the check-in method, unreachable places, who responds to a missed check-in and alternatives, for a competent person to decide.Workflow template
Brief site traffic route changesShows what changes to deliveries, loading space and pedestrian routes in the next phase, with vehicle and pedestrian interfaces and unresolved conflicts.Illustrative · not built yet
Check the figures behind a safety or quality measurePrepares the periodic safety or quality measure worksheet with approved counts, denominators, period definitions and source totals, and the discrepancies or inputs still missing before the report is validated.Illustrative · not built yet
Check weather information before outdoor workCompares supplied weather information with the approved site instructions for an outdoor task, naming missing readings and who must reassess.Illustrative · not built yet
Find emergency roles without confirmed coverCompares each emergency-plan role with its named holder and deputy so the plan owner sees unconfirmed contacts and gaps in cover.Illustrative · not built yet
Find gaps in occupational exposure recordsMatches roles, tasks and materials to the measurements, surveys and safety sheets on file, showing which exposures were never measured or are out of date.Illustrative · not built yet
Show all 16 workflows
Follow inspection findings to verified close-outKeeps a register of findings and corrective actions with owners, repair or completion status, and the verification or effectiveness evidence still missing.Illustrative · not built yet
Prepare a lift planning input packCollects load details, equipment documents, site constraints and responsible roles so a lifting specialist can plan a proposed lift.Illustrative · not built yet
Prepare a work permit reviewGives the permit coordinator a checklist for a planned high-risk task with the confirmations required, isolation records supplied and conflicts with other work.Illustrative · not built yet
Review driver duty and rest recordsLays out supplied duty and rest segments across shifts so the transport reviewer sees gaps before approving a roster change.Illustrative · not built yet

Workflow templates

Emergency drill briefBefore a fire, evacuation or other drill, the site or office manager gets one brief: the scenario the responsible person has approved, who does what, what each observer records, and the questions for the debrief. It writes no emergency plan.Workflow templateErgonomic review inputsFor a supervisor preparing for an ergonomics assessor or a worker's complaint about a task: a task observation record of each step's movements, durations, loads and measurements as supplied, the measurements still missing, and what the people who do the task said.Workflow templateLone work arrangements reviewFor each task someone does alone, the manager gets the check-in method, the places where nobody could be reached, who responds when a check-in is missed and how soon, and alternatives. A competent person decides what is acceptable.Workflow templateRepeat incident pattern reviewA safety lead with a year of incident records and earlier actions gets them compared in groups: confirmed causes, what was done before, and where incidents recur, with questions for the team. A competent person judges what the pattern means.Workflow templateSafety walk follow-upAfter a safety walk, the manager gets a follow-up brief that ties each concern workers raised to the commitment the manager made, its owner and due date, and the message to give back. Gaps arrive as questions, never as guesses.Workflow templateTemporary change registerFor a site or operations manager with temporary changes to equipment, layout or process still in place: a register of every change with its expiry date, the checks still outstanding and the procedures and training it touches, ready for the competent person who decides what happens next.Workflow templateWorkplace risk assessmentFor one task or workplace, the site or operations manager gets each hazard, who could be harmed, the controls already in place, a likelihood-and-severity rating before and after, and further controls with an owner and a date, ready for a competent person to review and sign.Workflow template

Request this workflow

Tell us the health and safety work you need and the team that does it, and we build the workflow with you from your own procedures.

Request this workflowStart your plan

Where to go next

All of health, safety and environmentEvery area of the function, with workflow templates and examples.Map your team in the PlannerPut this work in your plan, with the roles that do it.

Other areas of health, safety and environment