An educational library of workplace documents — purpose, who completes them, when they are used, typical fields, common mistakes and how they connect. Linked to workplace safety, workplace training, occupations, industries and employment documents. Informational only — template examples, not legal advice or official documents; employers remain responsible and using a document does not guarantee compliance.
What a display screen eye test record is
A display screen eye test record documents that an eye and eyesight test, linked to regular work at a display screen, has been arranged for a worker and notes any follow-up such as the need for spectacles specifically for screen work. It is a high-level record that supports the employer’s arrangements rather than holding detailed clinical results.
This page is an educational overview with a simplified example. It is not an official template, not jurisdiction-specific and not legal advice — the employer decides how display screen arrangements are managed.
Purpose
- Record that an eye test linked to screen work was arranged.
- Track the worker, the date and the next test where relevant.
- Note any follow-up the employer needs to act on.
- Support the wider display screen equipment arrangements.
Who completes it
- Usually HR or a manager keeps the high-level record.
- The eye test is carried out by an appropriate professional.
- The employer decides how the arrangements are managed.
- Detailed clinical results are held by the worker or professional.
When it is used
- When a worker who regularly uses a display screen requests a test.
- At intervals advised by the professional, where relevant.
- When the worker reports difficulties linked to screen work.
- On any review cycle the employer defines.
Typical fields
- Worker name and role.
- Date the test was arranged and the next one where relevant.
- High-level outcome and any follow-up action.
- Whether screen-specific corrective wear is needed.
- Sign-off within the employer’s process.
- Example fields only — adapt to your arrangements and data-protection duties.
Common mistakes
- Holding detailed clinical results the employer should not keep.
- Treating the eye test as the whole of the screen assessment.
- Not acting on follow-up the worker needs.
- No link to the wider workstation assessment.
Document workflow
A display screen eye test record usually sits alongside the workstation assessment for display screen users and the worker’s induction. It is used with the employer’s display screen arrangements, and any follow-up — such as screen-specific corrective wear — is acted on within that process.
See the related documents below for what is commonly used with and completed after a display screen eye test record.
Retention (high level)
High-level eye test records are generally kept for a period set by the employer, in line with their obligations and data-protection duties, with clinical detail held elsewhere. Specific retention periods vary by jurisdiction.
This page does not state a required period — confirm retention with the applicable law and the official authority.
Completing and sharing as a PDF
High-level eye test records are commonly stored as PDFs within the worker’s records, kept securely. Exporting to PDF supports documentation; it does not make the record official or guarantee compliance.
Employer checklist
- Make arrangements clear for display screen users.
- Keep only the high-level record you need.
- Act on follow-up, such as screen-specific corrective wear.
- Link the record to the workstation assessment.
Worker notes
- Request an eye test where the arrangements apply to you.
- Raise any difficulties you have with screen work.
- Understand what is recorded and how your data is protected.
Country considerations
Whether and how display screen eye tests are arranged varies by country, and the official authority differs. This page is general and high-level — it is not a statement of any country’s law and not legal advice.
Always confirm the current requirements with the official authority for your country and a qualified professional.
Who is responsible
The employer is responsible for the display screen arrangements that apply to their workers, acting on follow-up and protecting health data — and for compliance. This page is an educational overview with a template example; it does not determine your duties, does not make a workplace compliant and does not transfer responsibility.
Export, edit and share documents
The documents, policies and templates this involves can be exported, edited, signed, stored and shared as PDFs with the HELPERG PDF Editor.
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