Occupational Health Or Safety Officer Templates
There is a huge number of templates that someone in the Occupational Health Or Safety Officer 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 Or Safety Officer. 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. Safety Inspection Checklist Template
3. Training Attendance Sheet Template
4. Hazard Identification Form Template
5. Emergency Response Plan Template
6. Risk Assessment Template
7. Safety Meeting Agenda Template
8. Safety Audit Report Template
9. Personal Protective Equipment (PPE) Assessment Template
10. Health and Safety Policy Template
Reports
Reports are often prepared by a Occupational Health Or Safety Officer 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 Assessment Report
3. Safety Inspection Report
4. Training Compliance Report
5. Workers’ Compensation Report
6. Emergency Preparedness Report
7. Safety Performance Report
8. Health Surveillance Report
9. Safety Committee Meeting Minutes
10. Safety Recommendations 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 Or Safety Officer does and how they do it.
1. Incident Investigation SOP
2. Hazard Identification and Risk Assessment SOP
3. Emergency Response SOP
4. Personal Protective Equipment (PPE) SOP
5. Safety Training and Orientation SOP
6. Workplace Inspection SOP
7. Chemical Handling and Storage SOP
8. Safety Committee Meeting SOP
9. Safety Data Sheet (SDS) Management SOP
10. Safety Communication and Reporting SOP
Presentations
Occupational Health Or Safety Officer 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. Occupational Health Assessment Template
4. Emergency Response Plan Template
5. Workplace Hazard Identification Template
Legal Docs
There are several key times when a Occupational Health Or Safety Officer 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. Safety Inspection Checklist Template
3. Hazard Identification and Risk Assessment Template
4. Safety Training Attendance Sheet Template
5. Emergency Response Plan Template
Health & Safety Templates
Health & Safety templates for a Occupational Health Or Safety Officer 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 Record Template
5. Emergency Response Plan Template
Calendars
Setting up Occupational Health Or Safety Officer calendars ensures that they can visually see what’s coming up and plan events successfully.
1. Monthly Training Calendar
2. Inspection Schedule Calendar
3. Incident Reporting Calendar
4. Compliance Audit Calendar
5. Emergency Preparedness Calendar
Invoice Templates
Several types of Occupational Health Or Safety Officer invoice templates can be used and these are generally set up as Word docs, PDFs or accounting software templates.
1. Monthly Safety Training Invoice
2. Occupational Health Consultation Invoice
3. Safety Equipment Purchase Invoice
4. Workplace Inspection Invoice
5. Safety Program Development Invoice
Survey Templates
For a Occupational Health Or Safety Officer to get insights related to the work they do, they need to send out Occupational Health Or Safety Officer surveys. These templates can be set up as documents, fillable PDFs or survey software templates.
1. Employee Safety Satisfaction Survey
2. Workplace Hazard Identification Survey
3. Safety Training Effectiveness Survey
4. Incident Reporting and Investigation Survey
5. Emergency Preparedness Assessment Survey
Meeting Agendas
Having premade Occupational Health Or Safety Officer 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 Or Safety Officer 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 Or Safety Officer 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 Or Safety Officer 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
We’ve brought together some of the best template builders in the world to help people like you get your templates built. We’ve seen that using a solid set of templates in business will help you streamline your systems and processes. Whether you’d like your Occupational Health Or Safety Officer templates built in Word, Google Docs, Excel, Google Sheets, PDF, Notion, Airtable, Canva, PowerPoint or other software, we’re here to help. Request your template and we’ll get your request in the hands of a 3D Animator Template designer.