Occupational Health And Safety Adviser Templates

Looking for Occupational Health And Safety Adviser Templates to download? See the main templates that a Occupational Health And Safety Adviser would use in their day-to-day work.

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Occupational Health And Safety Adviser Templates

There is a huge number of templates that someone in the Occupational Health And Safety Adviser role uses in their daily work. In this article, we’ll outline the main templates they use.

Documents & Spreadsheets

These templates are some of the most commonly used templates by a Occupational Health And Safety Adviser. Documents are often built in tools like Word, Google Docs, Notion & others while spreadsheets are often built in Excel, Google Sheets, Airtable & others.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Training Needs Analysis Template
5. Emergency Response Plan Template
6. Safety Meeting Minutes Template
7. Hazard Identification Template
8. Safety Audit Checklist Template
9. Safety Performance Report Template
10. Safety Policy Template

Reports

Reports are often prepared by a Occupational Health And Safety Adviser to track business performance for themselves or for their management team. They can be created in a variety of tools and can be static or dynamic templates.

1. Incident Report
2. Hazard Identification Report
3. Risk Assessment Report
4. Safety Inspection Report
5. Training Compliance Report
6. Safety Performance Report
7. Emergency Preparedness Report
8. Health and Wellness Report
9. Safety Audit Report
10. Compliance Monitoring Report

SOPs

At the heart of businesses with solid systems and processes are SOPs (standard operating procedures). These should be living documents that outline what a Occupational Health And Safety Adviser does and how they do it.

1. Incident Investigation SOP
2. Hazard Identification and Risk Assessment SOP
3. Emergency Response Plan SOP
4. Personal Protective Equipment SOP
5. Chemical Handling and Storage SOP
6. Workplace Inspection SOP
7. Safety Training and Induction SOP
8. Contractor Management SOP
9. Safety Committee Meeting SOP
10. Safety Audit SOP

Presentations

Occupational Health And Safety Adviser presentations can be delivered either to internal or external stakeholders. Often created in tools like PowerPoint, Google Slides, Canva, Adobe or others, they are important for visually communicating important business information.

1. Monthly Incident Report Template
2. Safety Training Presentation Template
3. Workplace Hazard Assessment Template
4. Emergency Response Plan Template
5. Safety Performance Review Template

Legal Docs

There are several key times when a Occupational Health And Safety Adviser needs to create and complete legal documents. By using templates set up as documents, signable PDFs or esignature software templates, they can speed up this process.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Training Program Template
5. Emergency Response Plan Template

Health & Safety Templates

Health & Safety templates for a Occupational Health And Safety Adviser ensure that the correct forms are completed to protect from harm and record any incidents at work.

1. Incident Report Template
2. Risk Assessment Template
3. Safety Inspection Checklist Template
4. Training Attendance Register Template
5. Emergency Evacuation Plan Template

Calendars

Setting up Occupational Health And Safety Adviser calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Training Calendar
2. Incident Reporting Calendar
3. Safety Inspection Calendar
4. Emergency Preparedness Calendar
5. Health and Wellness Calendar

Invoice Templates

Several types of Occupational Health And Safety Adviser invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.

1. Monthly Safety Inspection Invoice
2. Safety Training Invoice
3. Safety Audit Invoice
4. Personal Protective Equipment Invoice
5. Hazardous Materials Handling Invoice

As an Occupational Health and Safety Adviser in the safety industry, I would use a variety of invoice templates each month to bill clients for my services. The first invoice I would use is the Monthly Safety Inspection Invoice, which would detail the safety inspections I conducted for the client’s workplace. The second invoice would be the Safety Training Invoice, which would outline the training sessions I conducted for the client’s employees. The third invoice would be the Safety Audit Invoice, which would detail the safety audits I conducted for the client’s workplace. The fourth invoice would be the Personal Protective Equipment Invoice, which would detail the equipment I provided to the client’s employees. Finally, the fifth invoice would be the Hazardous Materials Handling Invoice, which would detail the hazardous materials I handled for the client’s workplace

Survey Templates

For a Occupational Health And Safety Adviser to get insights related to the work they do, they need to send out Occupational Health And Safety Adviser surveys. These templates can be set up as documents, fillable PDFs or survey software templates.

1. Employee Safety Perception Survey
2. Workplace Hazard Identification Survey
3. Safety Training Effectiveness Survey
4. Incident Reporting and Investigation Survey
5. Safety Culture Assessment Survey

Meeting Agendas

Having premade Occupational Health And Safety Adviser meeting agenda and meeting notes templates can save time and ensure you run efficient meetings. They are usually set up in tools like Word, Google Docs, Notion & others.

1. Monthly Safety Committee Meeting
2. Incident Review Meeting
3. Training and Education Meeting
4. Workplace Inspection Meeting
5. Emergency Preparedness Meeting

Budget Templates

To manage finances well, a Occupational Health And Safety Adviser would need to have budget templates they can used on a monthly, quarterly and yearly basis.

1. Monthly Expense Budget Template
2. Training and Development Budget Template
3. Equipment and Supplies Budget Template
4. Travel and Accommodation Budget Template
5. Emergency Preparedness Budget Template

Dashboards

Dashboards are a useful way for a Occupational Health And Safety Adviser to monitor business performance and they can be set up as static documents or dynamic online documents/views.

1. Incident Dashboard
2. Compliance Dashboard
3. Training Dashboard
4. Risk Assessment Dashboard
5. Safety Performance Dashboard

Proposal Templates

For bidding or requesting work, a Occupational Health And Safety Adviser needs a boilerplate proposal template that they can use over and over again. These templates can be set up as documents, fillable PDFs or proposal software templates.

1. Monthly Safety Training Proposal
2. Workplace Hazard Assessment Proposal
3. Emergency Response Plan Proposal
4. Safety Equipment Upgrade Proposal
5. Health and Wellness Program Proposal

Get Your Template Made

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