Document workflows
Documents rarely stand alone — a permit follows a risk assessment, an inspection feeds a register, an incident triggers a report and an investigation. Each page maps a document workflow: what is typically required before, used alongside and completed after. Informational only — not legal advice and not a required process; employers remain responsible for which documents are required and for compliance.
What this covers
- How workplace documents typically connect in a process.
- What is generally required before, used with and completed after a document.
- How forms, checklists, permits, inspections and registers fit together.
- Educational only — not a mandated process; employers remain responsible.
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Incident & investigation workflows
How incident and investigation documents connect.
Incident Reporting Workflow
An incident reporting workflow shows how the documents created after a workplace incident connect, from the first report to the actions that follow.
Open Document workflowAccident Investigation Workflow
An accident investigation workflow shows how the documents created during an investigation connect, from the initial report to the findings and the actions taken.
Open Document workflowNear Miss Reporting Workflow
A near miss reporting workflow shows how the documents created when something almost went wrong connect, from the quick report to the review and any preventive action.
Open Document workflowCorrective Action Workflow
A corrective action workflow shows how the documents that turn a finding into a completed fix connect, from raising the action to verifying it worked.
Open Document workflowFirst Aid Recording Workflow
A first aid recording workflow shows how the documents that capture first aid given at work connect, from the entry made at the time to any wider incident response.
Open Document workflowDangerous Occurrence Reporting Workflow
A dangerous occurrence reporting workflow shows how the documents that capture a serious event.
Open Document workflowReturn to Work Workflow
A return to work workflow shows how the documents that support someone coming back after an absence or injury connect, from the return to work conversation to any adjustments and follow-up.
Open Document workflowRoot Cause Analysis Workflow
A root cause analysis workflow shows how the documents that move an investigation beyond the obvious cause to the underlying factors connect, from the evidence to the actions that prevent a recurrence.
Open Document workflowSafety Observation Workflow
A safety observation workflow shows how the documents that capture what people notice day to day.
Open Document workflowEnvironmental Incident Workflow
An environmental incident workflow shows how the documents created after an environmental event.
Open Document workflowWitness Statement Workflow
A witness statement workflow shows how first-hand accounts of an incident are captured and connected to the investigation, from taking the statement to using it as evidence.
Open Document workflowIncident Escalation Workflow
An incident escalation workflow shows how the documents that move a serious incident up to the right people connect, from the first report to the records that show who was informed and when.
Open Document workflowInjury Record Workflow
An injury record workflow shows how the documents that record injuries at work connect, from the entry made at the time to the accident report and any follow-up.
Open Document workflowProperty Damage Incident Workflow
A property damage incident workflow shows how the documents created when equipment, vehicles or premises are damaged connect, from the report to investigation, repair and any safety follow-up.
Open Document workflowLessons Learned Workflow
A lessons learned workflow shows how the documents that capture what an incident taught the organisation connect, from the investigation findings to shared learning and lasting change.
Open Document workflowSafety Alert Workflow
A safety alert workflow shows how the documents that warn people about a newly identified hazard connect, from the trigger to the alert and confirmation that it was received and acted on.
Open Document workflowEmergency Response Debrief Workflow
An emergency response debrief workflow shows how the documents that review how an emergency or drill was handled connect, from the debrief notes to the improvements that follow.
Open Document workflowUnsafe Condition Reporting Workflow
An unsafe condition reporting workflow shows how the documents that let anyone flag a hazardous condition connect, from the report to the fix and confirmation it was resolved.
Open Document workflowMachinery Incident Workflow
A machinery incident workflow shows how the documents created after an event involving machinery connect, from isolating the machine through investigation to the checks before it runs again.
Open Document workflowVehicle Incident Workflow
A vehicle incident workflow shows how the documents created after an event involving a workplace vehicle connect, from securing the scene through investigation to the checks before the vehicle is used again.
Open Document workflowSlip, Trip and Fall Incident Workflow
A slip, trip and fall incident workflow shows how the documents created after someone slips, trips or falls connect, from the report through investigation of the surface and housekeeping to corrective action.
Open Document workflowManual Handling Incident Workflow
A manual handling incident workflow shows how the documents created after a lifting, carrying or handling injury connect, from the report through assessment of the task and load to corrective action.
Open Document workflowHazardous Substance Spill Workflow
A hazardous substance spill workflow shows how the documents created after a chemical or substance spill connect, from containment through any exposure record to investigation and corrective action.
Open Document workflowFire Incident Workflow
A fire incident workflow shows how the documents created after a fire or fire-related event connect, from the report and roll call through investigation to review of the fire precautions.
Open Document workflowElectrical Incident Workflow
An electrical incident workflow shows how the documents created after an electrical event.
Open Document workflowWorking at Height Incident Workflow
A working at height incident workflow shows how the documents created after a fall from height or a dropped-object event connect, from the report through examination of the access, equipment and system of work to corrective action.
Open Document workflowConfined Space Incident Workflow
A confined space incident workflow shows how the documents created after an event in a confined space connect, from the emergency response and rescue through investigation of the entry controls to corrective action.
Open Document workflowOccupational Health Referral Workflow
An occupational health referral workflow shows how the documents involved in referring an employee for a health assessment connect, from the referral to the advice received and any agreed support.
Open Document workflowWorkplace Violence Incident Workflow
A workplace violence incident workflow shows how the documents created after an incident of violence, aggression or threats at work connect, from supporting the person and recording the event to acting on the underlying risk.
Open Document workflowContractor Incident Workflow
A contractor incident workflow shows how the documents created when an incident involves a contractor on site connect, coordinating the response across the host organisation and the contractor.
Open Document workflowIncident Close-Out Workflow
An incident close-out workflow shows how the documents that confirm an incident is fully resolved connect, from checking the actions are done to the final sign-off that closes it.
Open Document workflowRepeat Incident Review Workflow
A repeat incident review workflow shows how the documents that examine a recurring incident connect, from spotting the pattern to understanding why earlier actions did not hold.
Open Document workflowSafety Stand-Down Workflow
A safety stand-down workflow shows how the documents around a deliberate pause in work.
Open Document workflowIncident Trend Review Workflow
An incident trend review workflow shows how the documents that look across many incidents connect, from the register to a periodic review that spots patterns and drives prevention.
Open Document workflowPost-Incident Review Workflow
A post-incident review workflow shows how the documents that evaluate how an incident was handled connect, from gathering the response record to improving the incident process itself.
OpenPermit & high-risk-work workflows
How permit-to-work and high-risk-work documents connect.
Permit to Work Workflow
A permit to work workflow describes how a formal authorisation to do high-risk work fits together with the documents around it.
Open Document workflowHot Work Permit Workflow
A hot work permit workflow describes how authorisation for welding, cutting, grinding or other spark-producing work fits together with the fire-precaution documents around it.
Open Document workflowConfined Space Entry Workflow
A confined space entry workflow describes how authorisation to enter a tank, vessel, pit or chamber fits together with the documents that make entry safe.
Open Document workflowWorking at Height Workflow
A working at height workflow describes how authorisation for work above or below ground level fits together with the documents that make it safe.
Open Document workflowLockout/Tagout Workflow
A lockout/tagout workflow describes how the isolation of machinery and energy sources fits together with the documents around it.
Open Document workflowExcavation Permit Workflow
An excavation permit workflow describes how authorisation to dig fits together with the documents that make ground work safe.
Open Document workflowElectrical Isolation Workflow
An electrical isolation workflow describes how making an electrical system safe to work on fits together with the documents around it.
Open Document workflowMethod Statement Approval Workflow
A method statement approval workflow describes how the agreed safe sequence for a task is reviewed, approved and briefed before work starts, and how it connects to the risk assessment and any permit.
Open Document workflowLifting Operation Workflow
A lifting operation workflow describes how a planned lift fits together with the documents around it.
Open Document workflowAsbestos Work Workflow
An asbestos work workflow describes how work that may disturb asbestos-containing materials fits together with the documents around it.
Open Document workflowGas Testing Workflow
A gas testing workflow describes how checking the atmosphere for oxygen, toxic and flammable gases fits together with the permits and entry documents that depend on it.
Open Document workflowScaffold Handover Workflow
A scaffold handover workflow describes how a completed scaffold is checked, tagged and formally handed over for use, and how that links to the design, inspections and any permit.
Open Document workflowDemolition Work Workflow
A demolition work workflow describes how taking down a structure fits together with the documents that make it safe.
Open Document workflowPressure Testing Workflow
A pressure testing workflow describes how testing pipework, vessels or systems under pressure fits together with the documents that control it.
Open Document workflowIndustrial Radiography Workflow
An industrial radiography workflow describes how non-destructive testing with radiation sources fits together with the documents that control exposure.
Open Document workflowLine Breaking Workflow
A line breaking workflow describes how opening pipework or equipment that may contain hazardous liquids, gases or pressure fits together with the isolation, draining and permit documents around it.
Open Document workflowLive Electrical Work Workflow
A live electrical work workflow describes how the exceptional case of working on or near live conductors fits together with the documents that justify and control it.
Open Document workflowCrane Lift Plan Workflow
A crane lift plan workflow describes how planning a crane lift fits together with the documents that control it.
Open Document workflowMobile Elevating Work Platform Workflow
A mobile elevating work platform workflow describes how using a cherry picker or scissor lift fits together with the documents that make it safe.
Open Document workflowAbrasive Blasting Workflow
An abrasive blasting workflow describes how blast-cleaning surfaces fits together with the documents that control dust and projectile hazards.
Open Document workflowHigh-Pressure Water Jetting Workflow
A high-pressure water jetting workflow describes how cleaning or cutting with high-pressure water fits together with the documents that control its hazards.
Open Document workflowVacuum Excavation Workflow
A vacuum excavation workflow describes how uncovering buried services by suction fits together with the documents that control it.
Open Document workflowTraffic Management Workflow
A traffic management workflow describes how separating people from moving vehicles fits together with the documents that control it.
Open Document workflowFragile Roof Work Workflow
A fragile roof work workflow describes how working on or near a roof that may not bear a person’s weight fits together with the documents that prevent falls through it.
Open Document workflowSuspension Rescue Workflow
A suspension rescue workflow describes how planning to recover a worker left suspended in a harness fits together with the working-at-height and emergency documents around it.
Open Document workflowCold Work Permit Workflow
A cold work permit workflow describes how authorisation for maintenance that does not create heat or sparks fits together with the isolation and assessment documents around it.
Open Document workflowTemporary Works Coordination Workflow
A temporary works coordination workflow describes how the design, check and control of temporary structures.
Open Document workflowPiling Operations Workflow
A piling operations workflow describes how installing foundation piles with a rig fits together with the documents that control it.
Open Document workflowSpray Painting Workflow
A spray painting workflow describes how applying paints and coatings by spray fits together with the documents that control solvent, dust and fire hazards.
Open Document workflowOverhead Crane Operation Workflow
An overhead crane operation workflow describes how using an overhead or gantry crane for in-plant lifting fits together with the documents that control it.
Open Document workflowDiving Operations Workflow
A diving operations workflow describes how underwater work at work fits together with the documents that control it.
Open Document workflowMobile Plant Operation Workflow
A mobile plant operation workflow describes how operating excavators, dumpers, telehandlers and similar machines fits together with the documents that control it.
Open Document workflowTree Felling Workflow
A tree felling workflow describes how cutting down trees fits together with the documents that control it.
Open Document workflowWorking Near Water Workflow
A working near water workflow describes how work beside or over water fits together with the documents that prevent drowning.
Open Document workflowEnergised Panel Access Workflow
An energised panel access workflow describes how opening or working near live electrical panels and switchgear fits together with the documents that control the arc-flash and shock hazards.
OpenOnboarding, contractor & visitor workflows
How onboarding, contractor and visitor documents connect.
Onboarding Documentation Workflow
An onboarding documentation workflow describes how the documents created when someone joins an organisation typically link together, from the offer to the first review.
Open Document workflowContractor Approval Workflow
A contractor approval workflow describes how the documents used to assess and approve a contractor typically connect, from pre-qualification to an approved-contractor record.
Open Document workflowVisitor Management Workflow
A visitor management workflow describes how the documents used when someone visits a site typically connect, from sign-in to sign-out.
Open Document workflowSite Induction Workflow
A site induction workflow describes how the documents used to induct people onto a site typically connect, from the briefing to the record that lets them work or visit.
Open Document workflowNew Starter Documentation Workflow
A new starter documentation workflow describes how the paperwork for a newly hired employee typically connects, from the accepted offer to first-day setup.
Open Document workflowContractor Mobilisation Workflow
A contractor mobilisation workflow describes how the documents used to get an approved contractor ready to start work typically connect, from approval to active access.
Open Document workflowAgency Worker Documentation Workflow
An agency worker documentation workflow describes how the documents for a worker supplied through an agency typically connect across the agency and the host employer.
Open Document workflowDelivery Management Workflow
A delivery management workflow describes how the documents and records used to manage deliveries and visiting drivers typically connect, from booking to departure.
Open Document workflowAccess Control Workflow
An access control workflow describes how the documents used to grant, record and remove access to a site or area typically connect, from request to revocation.
Open Document workflowSubcontractor Approval Workflow
A subcontractor approval workflow describes how the documents a main contractor uses to assess and approve a subcontractor typically connect, from pre-qualification to an approved record.
Open Document workflowContractor Demobilisation Workflow
A contractor demobilisation workflow describes how the documents used to close out a contractor’s work and remove them from site typically connect, from final permits to a completion record.
Open Document workflowContractor Pre-Qualification Workflow
A contractor pre-qualification workflow describes how the documents used to screen contractors before they are approved typically connect, from questionnaire to shortlist.
Open Document workflowContractor Induction Workflow
A contractor induction workflow describes how the documents used to induct an approved contractor onto a specific site typically connect, from approval to an induction record.
Open Document workflowRight to Work Verification Workflow
A right to work verification workflow describes, in general educational terms, how the documents used to confirm someone’s eligibility to work typically connect, from evidence to a retained record.
Open Document workflowPre-Employment Screening Workflow
A pre-employment screening workflow describes how the documents used to carry out proportionate checks on a candidate before they start typically connect, from consent to a decision.
Open Document workflowLeaver Offboarding Workflow
A leaver offboarding workflow describes how the documents used when someone leaves an organisation typically connect, from notice to final records.
Open Document workflowTemporary Worker Onboarding Workflow
A temporary worker onboarding workflow describes how the documents used to bring a short-term or seasonal worker on board typically connect, from assignment to ongoing records.
Open Document workflowApprentice Onboarding Workflow
An apprentice onboarding workflow describes how the documents used to bring an apprentice on board typically connect, from the agreement to ongoing training and review records.
Open Document workflowWork Experience Onboarding Workflow
A work experience onboarding workflow describes how the documents used for a student or work-experience placement typically connect, from the arrangements to supervision and review.
Open Document workflowVisitor Sign-In and Sign-Out Workflow
A visitor sign-in and sign-out workflow describes how the records that track who is on site typically connect, from arrival to departure.
Open Document workflowContractor RAMS Review Workflow
A contractor RAMS review workflow describes how the documents used to review and accept a contractor’s risk assessments and method statements typically connect, from receipt to a briefed workforce.
Open Document workflowContractor Insurance Verification Workflow
A contractor insurance verification workflow describes how the documents used to check and track a contractor’s insurance evidence typically connect, from request to renewal.
Open Document workflowVisitor Induction Workflow
A visitor induction workflow describes how the documents used to brief visitors on arrival typically connect, from the briefing to host supervision.
Open Document workflowVehicle Access Workflow
A vehicle access workflow describes how the documents used to manage vehicles entering a site typically connect, from a permit to departure.
Open Document workflowKey and Lock Issue Workflow
A key and lock issue workflow describes how the documents used to issue, track and recover physical keys typically connect, from request to return.
Open Document workflowLone Visitor Control Workflow
A lone visitor control workflow describes how the documents used to manage a visitor who is not escorted typically connect, from the decision to allow it to sign-out.
Open Document workflowEscort and Supervision Workflow
An escort and supervision workflow describes how the documents used to supervise visitors and contractors on site typically connect, from the decision to escort to a record.
Open Document workflowBadge and ID Issue Workflow
A badge and ID issue workflow describes how the documents used to issue, track and recover identity badges typically connect, from request to deactivation.
Open Document workflowSupplier Approval Workflow
A supplier approval workflow describes how the documents used to assess and approve a supplier of goods or services typically connect, from pre-qualification to an approved record.
Open Document workflowLabour Supply Onboarding Workflow
A labour supply onboarding workflow describes how the documents used when a labour provider supplies workers to a host typically connect, from the supply agreement to ongoing records.
Open Document workflowYoung Worker Onboarding Workflow
A young worker onboarding workflow describes how the documents used when a young person joins the workplace typically connect, from a young-person risk assessment to ongoing supervision and review.
Open Document workflowContractor Handover and Close-Out Workflow
A contractor handover and close-out workflow describes how the documents used to hand over completed work and close out a contractor engagement typically connect, from completion to a performance review.
Open Document workflowGate and Reception Control Workflow
A gate and reception control workflow describes how the documents used at a site’s entrance to manage arrivals typically connect, from arrival to the on-site list.
Open Document workflowContractor Safety Briefing Workflow
A contractor safety briefing workflow describes how the documents used to brief a contractor’s team before work typically connect, from the accepted method to a signed record.
OpenInspection, maintenance & equipment workflows
How inspection, maintenance and equipment documents connect.
Equipment Inspection Workflow
An equipment inspection workflow describes how the documents around inspecting work equipment connect.
Open Document workflowPlanned Maintenance Workflow
A planned maintenance workflow describes how the documents behind scheduled, preventive servicing connect.
Open Document workflowDefect Reporting Workflow
A defect reporting workflow describes how the documents around a faulty piece of equipment connect.
Open Document workflowCalibration Workflow
A calibration workflow describes how the documents around keeping measuring and test equipment accurate connect.
Open Document workflowPAT Testing Workflow
A PAT testing workflow describes how the documents around checking portable electrical appliances connect.
Open Document workflowLifting Equipment Examination Workflow
A lifting equipment examination workflow describes how the documents around lifting equipment and accessories connect.
Open Document workflowFire Equipment Inspection Workflow
A fire equipment inspection workflow describes how the documents around fire safety equipment connect.
Open Document workflowVehicle Maintenance Workflow
A vehicle maintenance workflow describes how the documents around keeping work and fleet vehicles roadworthy connect.
Open Document workflowBreakdown Response Workflow
A breakdown response workflow describes how the documents around reacting to equipment failure connect.
Open Document workflowAsset Handover Workflow
An asset handover workflow describes how the documents around handing over a piece of equipment or an asset connect.
Open Document workflowPressure Systems Examination Workflow
A pressure systems examination workflow describes how the documents around compressors, receivers and other pressure equipment connect.
Open Document workflowElectrical Installation Inspection Workflow
An electrical installation inspection workflow describes how the documents around the fixed electrical installation.
Open Document workflowLadder and Access Equipment Inspection Workflow
A ladder and access equipment inspection workflow describes how the documents around ladders, steps, towers and similar access equipment connect.
Open Document workflowEmergency Lighting Test Workflow
An emergency lighting test workflow describes how the documents around testing emergency and escape-route lighting connect.
Open Document workflowFire Alarm Test Workflow
A fire alarm test workflow describes how the documents around testing the fire detection and alarm system connect.
Open Document workflowHarness and Fall Arrest Inspection Workflow
A harness and fall arrest inspection workflow describes how the documents around personal fall protection connect.
Open Document workflowRacking Inspection Workflow
A racking inspection workflow describes how the documents around warehouse storage racking connect.
Open Document workflowMachine Guarding Inspection Workflow
A machine guarding inspection workflow describes how the documents around guards and safety devices on machinery connect.
Open Document workflowMobile Plant Inspection Workflow
A mobile plant inspection workflow describes how the documents around mobile plant.
Open Document workflowConveyor Inspection Workflow
A conveyor inspection workflow describes how the documents around conveyor systems connect.
Open Document workflowForklift Pre-Use Check Workflow
A forklift pre-use check workflow describes how the documents around the daily lift-truck check connect.
Open Document workflowGas Detector Inspection Workflow
A gas detector inspection workflow describes how the documents around portable gas detection connect.
Open Document workflowFirst Aid Equipment Check Workflow
A first aid equipment check workflow describes how the documents around first aid provision connect.
Open Document workflowEyewash and Safety Shower Inspection Workflow
An eyewash and safety shower inspection workflow describes how the documents around emergency eyewash and drench showers connect.
Open Document workflowDust Extraction Test Workflow
A dust extraction test workflow describes how the documents around local exhaust ventilation connect.
Open Document workflowHand Tool Inspection Workflow
A hand tool inspection workflow describes how the documents around hand and portable power tools connect.
Open Document workflowPPE Inspection Workflow
A PPE inspection workflow describes how the documents around personal protective equipment connect.
Open Document workflowScaffold Inspection Workflow
A scaffold inspection workflow describes how the documents around scaffolding connect.
Open Document workflowFire Door Inspection Workflow
A fire door inspection workflow describes how the documents around fire doors connect.
Open Document workflowAbrasive Wheel Inspection Workflow
An abrasive wheel inspection workflow describes how the documents around grinding and cutting wheels connect.
Open Document workflowCrane Inspection Workflow
A crane inspection workflow describes how the documents around cranes connect.
Open Document workflowVehicle Walkaround Check Workflow
A vehicle walkaround check workflow describes how the documents around the daily driver walkaround connect.
Open Document workflowEquipment Isolation and Lockout Workflow
An equipment isolation and lockout workflow describes how the documents around safe isolation for maintenance connect.
Open Document workflowCompressor Maintenance Workflow
A compressor maintenance workflow describes how the documents around air compressors and receivers connect.
Open Document workflowPlant Handover Workflow
A plant handover workflow describes how the documents around handing over plant.
OpenDocuments-for relationship pages
Which documents are typically used together for a task or area.
Documents for Forklift Operations
This page is an educational overview of the documents commonly used together when a workplace operates lift trucks, and how they typically connect from risk assessment through pre-use checks to incident records.
Open Document workflowDocuments for Working at Height
This page is an educational overview of the documents commonly used together when work is carried out at height, and how they typically connect from risk assessment and method statement through equipment inspection to incident records.
Open Document workflowDocuments for Confined Space Work
This page is an educational overview of the documents commonly used together when work is carried out in a confined space, and how they typically connect from risk assessment and entry permit through atmosphere testing to rescue planning.
Open Document workflowDocuments for Hot Work
This page is an educational overview of the documents commonly used together when hot work such as welding, cutting or grinding is carried out, and how they typically connect from risk assessment and permit through fire watch to incident records.
Open Document workflowDocuments for New Employees
This page is an educational overview of the documents commonly used together when a new employee joins, and how they typically connect from the onboarding checklist and induction record through role instructions to sign-offs.
Open Document workflowDocuments for Contractors
This page is an educational overview of the documents commonly used together when a contractor works on site, and how they typically connect from pre-qualification and risk assessment through site induction to permits and sign-off.
Open Document workflowDocuments for Manual Handling
This page is an educational overview of the documents commonly used together for manual handling tasks such as lifting, carrying and moving loads, and how they typically connect from risk assessment and instructions through training to incident records.
Open Document workflowDocuments for Warehouse Operations
This page is an educational overview of the documents commonly used together to run a warehouse safely, and how they typically connect from risk assessments and inspections through traffic management to induction and incident records.
Open Document workflowDocuments for Construction Sites
This page is an educational overview of the documents commonly used together on a construction site, and how they typically connect from risk assessments and method statements through site induction to permits, inspections and incident records.
Open Document workflowDocuments for Machinery Operation
This page is an educational overview of the documents commonly used together when operating workplace machinery, and how they typically connect from risk assessment and safe operating procedure through guarding and maintenance checks to training and incident records.
Open Document workflowDocuments for Welding Work
This page is an educational overview of the documents commonly used together for welding work, and how they typically connect from risk assessment and hot work permit through fume and equipment controls to incident records.
Open Document workflowDocuments for Electrical Work
This page is an educational overview of the documents commonly used together for electrical work, and how they typically connect from risk assessment and isolation permit through safe isolation records to incident reports.
Open Document workflowDocuments for Excavation Work
This page is an educational overview of the documents commonly used together for excavation and trenching work, and how they typically connect from risk assessment and services search through support inspections to incident records.
Open Document workflowDocuments for Scaffolding Work
This page is an educational overview of the documents commonly used together for scaffolding, and how they typically connect from design and risk assessment through handover and inspection records to incident reports.
Open Document workflowDocuments for Lifting Operations
This page is an educational overview of the documents commonly used together for lifting operations using cranes, hoists and lifting accessories, and how they typically connect from lift plan and risk assessment through equipment examination to incident records.
Open Document workflowDocuments for Hazardous Substances
This page is an educational overview of the documents commonly used together when hazardous substances are stored or used at work, and how they typically connect from safety data sheets and risk assessment through control records to health monitoring.
Open Document workflowDocuments for Fire Safety
This page is an educational overview of the documents commonly used together to manage fire safety at a workplace, and how they typically connect from the fire risk assessment and emergency plan through equipment checks to drill records.
Open Document workflowDocuments for Loading and Unloading
This page is an educational overview of the documents commonly used together for loading and unloading vehicles, and how they typically connect from risk assessment and safe system of work through equipment and traffic controls to incident records.
Open Document workflowDocuments for Temporary Workers
This page is an educational overview of the documents commonly used together when temporary or agency workers join a site, and how they typically connect from assignment details and induction through instructions to acknowledgements.
Open Document workflowDocuments for Young Workers
This page is an educational overview of the documents commonly used together when a young worker joins, and how they typically connect from a young-person risk assessment and induction through supervision arrangements to instructions.
Open Document workflowDocuments for Lone Working
This page is an educational overview of the documents commonly used together when people work alone, and how they typically connect from a lone-working risk assessment and safe system of work through check-in arrangements to emergency procedures.
Open Document workflowDocuments for Night Work
This page is an educational overview of the documents commonly used together when people work nights or shifts, and how they typically connect from a night-work risk assessment and health assessment offer through shift arrangements to the safe system of work.
Open Document workflowDocuments for PPE Use
This page is an educational overview of the documents commonly used together when personal protective equipment (PPE) is provided, and how they typically connect from a PPE assessment and issue record through training to inspection and replacement.
Open Document workflowDocuments for Noise Exposure
This page is an educational overview of the documents commonly used together where workers are exposed to noise, and how they typically connect from a noise risk assessment and control records through hearing protection to health monitoring.
Open Document workflowDocuments for Vibration Exposure
This page is an educational overview of the documents commonly used together where workers are exposed to vibration from tools or vehicles, and how they typically connect from a vibration risk assessment and exposure records through controls to health monitoring.
Open Document workflowDocuments for Cold Environment Work
This page is an educational overview of the documents commonly used together when people work in cold environments such as cold stores or outdoors in winter, and how they typically connect from a risk assessment and safe system of work through clothing and break arrangements to incident records.
Open Document workflowDocuments for Hot Environment Work
This page is an educational overview of the documents commonly used together when people work in hot environments such as foundries, kitchens or outdoors in summer, and how they typically connect from a heat risk assessment and safe system of work through hydration and break arrangements to incident records.
Open Document workflowDocuments for Display Screen Equipment
This page is an educational overview of the documents commonly used together for display screen equipment (DSE) at workstations, and how they typically connect from the workstation assessment through adjustments and training to review.
Open Document workflowDocuments for First Aid Provision
This page is an educational overview of the documents commonly used together to provide first aid at work, and how they typically connect from a first-aid needs assessment through first-aider and kit records to treatment records.
Open Document workflowDocuments for Visitor Management
This page is an educational overview of the documents commonly used together to manage visitors on site, and how they typically connect from the sign-in register and safety briefing through escort arrangements to emergency information.
Open Document workflowDocuments for Mobile Plant Operation
This page is an educational overview of the documents commonly used together when operating mobile plant such as excavators, telehandlers and dumpers, and how they typically connect from risk assessment and operator authorisation through pre-use inspection and traffic management to incident records.
Open Document workflowDocuments for Abrasive Wheel Work
This page is an educational overview of the documents commonly used together for abrasive wheel work such as cutting and grinding, and how they typically connect from risk assessment and safe operating procedure through wheel mounting and inspection to training and incident records.
Open Document workflowDocuments for Work Equipment Maintenance
This page is an educational overview of the documents commonly used together when work equipment is maintained, and how they typically connect from risk assessment and isolation through the maintenance procedure and records to permits and incident reports.
Open Document workflowDocuments for Permit-to-Work Tasks
This page is an educational overview of the documents commonly used together for tasks controlled by a permit to work, and how they typically connect from risk assessment and method statement through the permit and its supporting records to cancellation and incident reports.
Open Document workflowDocuments for Spray Painting
This page is an educational overview of the documents commonly used together when spray painting or coating, and how they typically connect from a substance risk assessment and safety data sheets through ventilation and ignition controls to PPE and incident records.
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Frequently asked questions
Is this the required document process for my workplace?
No. These are general, educational maps of how documents commonly connect — not a mandated or jurisdiction-specific process. The documents and sequence you actually need depend on your obligations, risk assessment and the applicable law.
Does following a workflow here make me compliant?
No. A workflow illustrates how documents relate; it does not guarantee compliance or replace your legal obligations. Confirm requirements with the official authority and a qualified professional.
Who decides which documents are required?
The employer, based on the task, the risk assessment and the applicable law. These pages help you understand relationships; they do not determine your legal requirements.