Safety Engineer Templates

Safety Engineer Templates

There is a huge number of templates that someone in the Safety Engineer 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 Safety Engineer. 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. Risk Assessment Template
4. Safety Meeting Agenda Template
5. Emergency Response Plan Template
6. Safety Training Attendance Sheet Template
7. Safety Audit Report Template
8. Hazard Communication Program Template
9. Job Hazard Analysis Template
10. Safety Performance Dashboard Template

Reports

Reports are often prepared by a Safety Engineer 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. Safety Inspection Report
3. Hazard Identification Report
4. Safety Training Report
5. Near Miss Report
6. Safety Performance Report
7. Emergency Response Report
8. Safety Audit Report
9. Risk Assessment Report
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 Safety Engineer does and how they do it.

1. Incident Investigation SOP
2. Hazard Identification and Risk Assessment SOP
3. Emergency Response Plan SOP
4. Safety Training and Orientation SOP
5. Personal Protective Equipment (PPE) SOP
6. Lockout/Tagout (LOTO) Procedure SOP
7. Confined Space Entry SOP
8. Fall Protection SOP
9. Machine Guarding SOP
10. Safety Audit and Inspection SOP

Presentations

Safety Engineer 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. Safety Training Presentation Template
2. Incident Investigation Presentation Template
3. Hazard Identification Presentation Template
4. Emergency Response Plan Presentation Template
5. Safety Audit Presentation Template

Legal Docs

There are several key times when a Safety Engineer 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. Risk Assessment Template
4. Safety Training Plan Template
5. Emergency Response Plan Template

Health & Safety Templates

Health & Safety templates for a Safety Engineer 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. Emergency Response Plan Template
5. Training Attendance Record Template

Calendars

Setting up Safety Engineer calendars ensures that they can visually see what’s coming up and plan events successfully.

1. Monthly Safety Training Calendar
2. Equipment Inspection Calendar
3. Safety Audit Calendar
4. Incident Investigation Calendar
5. Safety Meeting Calendar

Invoice Templates

Several types of Safety Engineer 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 Equipment Purchase Invoice
4. Safety Consultation Invoice
5. Safety Audit Invoice

Survey Templates

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

1. Employee Safety Perception Survey
2. Hazard Identification and Risk Assessment Survey
3. Safety Training Evaluation Survey
4. Incident Reporting and Investigation Survey
5. Safety Program Effectiveness Survey

Meeting Agendas

Having premade Safety Engineer 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. Safety Training Session
4. Emergency Preparedness Meeting
5. Safety Audit Review Meeting

Budget Templates

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

1. Monthly Expense Budget Template
2. Project Budget Template
3. Travel and Training Budget Template
4. Equipment and Maintenance Budget Template
5. Safety Program Budget Template

Dashboards

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

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

Proposal Templates

For bidding or requesting work, a Safety Engineer 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. Equipment Maintenance and Inspection Proposal
3. Hazard Identification and Risk Assessment Proposal
4. Emergency Response Plan Proposal
5. Safety Audit and Compliance 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 Safety Engineer 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.