Planning templates: your safety plan and risk assessment starting points

Your own templates for safety plans and risk assessments, starting from iComply's general ones, marked as starting points until someone reviews and saves them.

1 min readLast updated

Applies to: Planning · Administrator, Safety officer (HSEQ)

Templates belong to your company. An company admin manages them; builders and businesses can also give that to a safety officer.

  • You start with a safety plan template of 13 sections and six risk assessments: an outing or trip, an event, working at heights, manual handling, hot works and chemical use. They're written in your words, with no regulation numbers.
  • Each is marked Starting point: review before use until someone saves it. Plans and assessments started from one carry the mark until they're edited.

How to change or add one

  1. Step 1: Open Planning → Templates and open a template, or use New template and choose Add.
  2. Step 2: Change the Title, About and Starting summary (optional). For a safety plan, edit each section's heading, What goes here (guidance) and Starting text, or Add a section. For a risk assessment, add the hazards and controls it starts with.
  3. Step 3: Choose Save template.
  4. Step 4: Archive takes it out of use; Use it again brings it back.
iComply's templates are general good practice, not legal advice. Change them to suit your own work, sites and people.
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