Forms

Forms and checklists are short documents which either provide or collect information in a simple, non-technical manner.  They do not need to be comprehensive, but provide the main issues which need to be dealt with or which need to have information collected.

Key success factors

When creating forms or checklists remember the following:

• Keep the layout simple
• Identify the purpose of the document within its name or title so the user has an instant understanding of its intended use
• Give simple clear directions for use of the form/checklist
• Ensure document control of the form so the version is clear and the user knows that they are using the current version
• Leave enough space for users to fill in information
• State user responsibility – who should use the form/checklist and for what purpose
• State what record keeping requirements relate to the form
• Where confidentiality of information is an issue, state confidentiality arrangements such as restriction of access, distribution, filing

The important forms required to establish a safety management system are provided below.  These can be downloaded and modified to suit your business or requirements. 

Please use the search engine or browse the Workplace Situations for additional forms.