<p><span style="font-weight: 400;">Hazard report forms are especially needed in inherently dangerous environments such as oil rig fields, underground mines, and other construction sites. Safety managers can also use hazard report forms in chemical processing plants to isolate spills and stop the spread of </span><a href="https://safetyculture.com/checklists/hazmat/" rel="noopener"><span style="font-weight: 400;">contamination</span></a><span style="font-weight: 400;">.</span></p>
<h2>Why is it Important to Report it?</h2>
<p>It is important to report a hazard so that it can be immediately acted upon in order to prevent the occurrence of an incident. A hazard that is reported also provides a record of an instance that needs to be actively prevented from reoccurring in the future.</p>
<h2><strong>6 Types of Hazards in the Workplace</strong></h2>
<p><span style="font-weight: 400;">Hazards are dangers to not only the people in the company but also to the company’s reputation in the industry and its relationship with clients. </span><span style="font-weight: 400;">Aside from negatively impacting the lives of workers and their families, injuries caused by </span><a href="https://safetyculture.com/checklists/near-miss-report/"><span style="font-weight: 400;">unreported hazards</span></a><span style="font-weight: 400;"> also cost the company time and money through a reduced workforce and long-term medical expenses. </span></p>
<p><span style="font-weight: 400;">Hazards can come in many forms, but they generally fall under the following categories:</span></p>
<h3><span style="font-weight: 400;">1. Safety Hazards</span></h3>
<p><span style="font-weight: 400;">Safety hazards are mostly general hazards that can be found in any workplace, even in plush corporate offices. These can be something as simple as wet floors or something deadly like </span><a href="https://safetyculture.com/checklists/equipment-inspection-form/" rel="noopener"><span style="font-weight: 400;">malfunctioning equipment</span></a><span style="font-weight: 400;">. </span></p>
<p><span style="font-weight: 400;">While the kind of safety hazard to look out for will depend on the nature of the work and the specific location of the workplace, </span><a href="https://safetyculture.com/checklists/field-level-hazard-assessment/" rel="noopener"><span style="font-weight: 400;">safety hazards</span></a><span style="font-weight: 400;"> in specific industries such as construction should never be overlooked. </span></p>
<h3><span style="font-weight: 400;">2. Chemical Hazards</span></h3>
<p><span style="font-weight: 400;">Unlike safety hazards, </span><a href="https://safetyculture.com/checklists/hazardous-substances/"><span style="font-weight: 400;">chemical hazards</span></a><span style="font-weight: 400;"> are usually only found in chemical manufacturing and import facilities. For workplaces involved in the handling of </span><a href="https://safetyculture.com/checklists/hazmat/"><span style="font-weight: 400;">hazardous substances</span></a><span style="font-weight: 400;">, employers are required to label the chemicals, use </span><a href="https://safetyculture.com/checklists/safety-data-sheet/"><span style="font-weight: 400;">Safety Data Sheets</span></a><span style="font-weight: 400;"> (SDS), and properly train their employees.</span></p>
<p><span style="font-weight: 400;">Common chemical hazards include corrosive substances such as strong acids and oxidizers as well as flammable and/or toxic gases, liquids, and solids. Safety measures regarding these chemical hazards must be effectively communicated in the workplace, as part of an employer’s hazard communication (HazCom) program.</span></p>
<p><span style="font-weight: 400;">Other places which may require the implementation of a HazCom program are science </span><a href="https://safetyculture.com/checklists/lab-safety/"><span style="font-weight: 400;">laboratories</span></a><span style="font-weight: 400;"> in academic institutions. Elementary and secondary schools are especially prone to situations in which an untrained student mishandles a chemical and inadvertently causes a </span><a href="https://safetyculture.com/checklists/fire-incident-report/"><span style="font-weight: 400;">fire</span></a><span style="font-weight: 400;">.</span></p>
<h3><span style="font-weight: 400;">3. Physical Hazards</span></h3>
<p><span style="font-weight: 400;">While a safety hazard can also be classified as a physical hazard, the main difference between them is that physical hazards are always present and are not necessarily caused by an incident or a mistake on the part of the employee. </span></p>
<p><span style="font-weight: 400;">One profession that is exposed to many physical hazards is a flight attendant. </span><a href="https://www.docsopinion.com/health-risks-flight-attendant"><span style="font-weight: 400;">Flight attendants</span></a><span style="font-weight: 400;"> constantly experience poor cabin air quality, lowered barometric pressure, hypoxia (reduced oxygen levels), low humidity, and cosmic ionizing radiation.</span></p>
<h3><span style="font-weight: 400;">4. Psychosocial Hazards</span></h3>
<p><span style="font-weight: 400;">Aside from physical hazards, flight attendants are also vulnerable to sexual harassment and verbal abuse, which are psychosocial hazards. </span><span style="font-weight: 400;">Surveys show that as many as </span><a href="https://www.independent.co.uk/news/world/australasia/cabin-crew-sexual-harassment-australia-airlines-twu-report-a8574116.html"><span style="font-weight: 400;">65%</span></a><span style="font-weight: 400;"> of flight attendants experience sexual harassment, with </span><a href="https://www.afacwa.org/survey_reveals_widespread_harassment_of_flight_attendants"><span style="font-weight: 400;">1 in 3</span></a><span style="font-weight: 400;"> having experienced physical sexual harassment from passengers. </span></p>
<p><span style="font-weight: 400;">Other psychosocial hazards include bullying and unfair treatment or discrimination.</span></p>
<h3><span style="font-weight: 400;">5. Biological Hazards</span></h3>
<p><span style="font-weight: 400;">These hazards adversely affect one’s health and can cause serious, long-term health conditions. Biological hazards include mold, </span><a href="https://safetyculture.com/checklists/dust-risk-assessment/"><span style="font-weight: 400;">dust</span></a><span style="font-weight: 400;">, insects, bacteria, and viruses. </span></p>
<p><span style="font-weight: 400;">While biological hazards can be found in any workplace, the management of these hazards in the food industry is critical. </span><span style="font-weight: 400;">One way to do so is to follow </span><a href="https://safetyculture.com/checklists/haccp/"><span style="font-weight: 400;">HACCP</span></a><span style="font-weight: 400;">, a food monitoring system endorsed by the FDA and recognized internationally. </span></p>
<h3><span style="font-weight: 400;">6. Ergonomic Hazards</span></h3>
<p><a href="https://safetyculture.com/checklists/ergonomic-assessment/"><span style="font-weight: 400;">Ergonomic hazards</span></a><span style="font-weight: 400;"> are primarily experienced by manual laborers and those in professions which require heavy lifting or extreme physical exertion. </span><span style="font-weight: 400;">However, improper workstation setups in </span><a href="https://safetyculture.com/topics/office-safety/"><span style="font-weight: 400;">offices</span></a><span style="font-weight: 400;">, uncomfortable chairs, and </span><a href="https://safetyculture.com/topics/ergonomics-safety/"><span style="font-weight: 400;">poor posture</span></a><span style="font-weight: 400;"> can also be ergonomic hazards. </span></p>
<p><span style="font-weight: 400;">Like physical hazards, the effects of ergonomic hazards develop over time and may not be noticed before it’s too late. </span></p>
<h2>How Do You Write a Hazard Report?</h2>
<p>To write a hazard report, it is ideal that you use a <a href="https://public-library.safetyculture.io/products/hazard-report-form-xOjFJ" rel="noopener">hazard report form</a> so you are guided in doing the following steps:</p>
<ol>
<li>Describe the hazard identified using text, images, and annotations, and provide brief but detailed information</li>
<li>Determine the (possible) seriousness of the injury and the medical attention required</li>
<li>Indicate the corrective action needed to control the hazard</li>
</ol>
<p>Submit the hazard report and record the control measures done for accident prevention.</p>
<h2><strong>Report Example Questions</strong></h2>
<p><span style="font-weight: 400;">Below is a simple example of a hazard report.</span></p>
<p><span style="font-weight: 400;"><strong>Describe the hazard</strong>:<br />
</span><span style="font-weight: 400;">There are a bunch of cables on the floor.</span></p>
<p><span style="font-weight: 400;"><strong>Why or how is it a hazard?</strong><br />
</span><span style="font-weight: 400;">I nearly tripped on them.</span></p>
<p><span style="font-weight: 400;"><strong>How serious could the injury be?</strong><br />
</span><span style="font-weight: 400;">First aid needed.</span></p>
<p><span style="font-weight: 400;"><strong>How likely is it to be that serious?</strong><br />
</span><span style="font-weight: 400;">Unlikely.</span></p>
<p><span style="font-weight: 400;"><strong>Corrective action</strong>:<br />
</span><span style="font-weight: 400;">(a) Remove the cables from the floor.<br />
</span><span style="font-weight: 400;">(b) Organize the cables so that people don&#8217;t accidentally trip or fall.</span></p>
<h2><strong><a id="encouragehazardreport"></a>How to Encourage Workers to Report</strong></h2>
<p><span style="font-weight: 400;">Safety managers have to actively promote hazard reporting among employees if they want to reduce their </span><a href="https://www.bls.gov/news.release/archives/osh_11042020.pdf"><span style="font-weight: 400;">TRIR</span></a><span style="font-weight: 400;">, a metric used by OSHA (Occupational Safety and Health Administration) to evaluate working conditions. </span><span style="font-weight: 400;">Though this can be challenging, here are three tips on how to encourage people to report hazards:</span></p>
<h3><span style="font-weight: 400;">Build Trust</span></h3>
<p><span style="font-weight: 400;">Employees won’t report hazards if they don’t believe in the organization’s commitment to safety. While building trust will look differently for each organization, one way to do it is to foster engagement between field workers and safety managers. </span></p>
<p><span style="font-weight: 400;">Safety managers have to show field workers that their feedback is crucial for the organization to improve its safety and overall processes. </span></p>
<h3><span style="font-weight: 400;">Keep Promises</span></h3>
<p><span style="font-weight: 400;">Aside from creating a culture of open </span><a href="https://safetyculture.com/checklists/hazard-communication/"><span style="font-weight: 400;">communication</span></a><span style="font-weight: 400;"> between employees and leaders, one of the most effective ways to encourage people to report hazards is to take action, fix what needs fixing, and do what’s needed to eliminate hazards. </span></p>
<p><span style="font-weight: 400;">Listen to field workers when they flag an issue or raise a concern. If necessary, visit the site to inspect the hazard or seek assistance from an executive to solve the problem.</span></p>
<h3><span style="font-weight: 400;">Don’t Use Paper Hazard Report Forms</span></h3>
<p><span style="font-weight: 400;">Filling out a paper hazard report form can make hazard reporting a hassle for employees and takes up too much of their valuable working time. </span><span style="font-weight: 400;">Even if the employee succeeds in accomplishing the hazard report form, getting that piece of paper to the safety manager is a struggle in itself. </span></p>
<p><span style="font-weight: 400;">Once that paper form finally reaches the safety manager’s desk, days might have passed since the incident took place and the investigation is prolonged. </span></p>
<h2><strong>Advantages of Digitalizing Hazard Report Forms</strong></h2>
<p><span style="font-weight: 400;">Unlike paper, digital hazard report forms make hazard reporting easy for field workers and safety managers. With a digital hazard report form, a field worker can take photos and make annotations to provide a detailed explanation of what happened. </span></p>
<p><span style="font-weight: 400;">A digital hazard report form also allows the safety manager to get information instantly, despite being miles away from the site. This can lead to the investigation being completed within hours of the incident, instead of days or even weeks.</span></p>


Hazard Report Form

responsable de la qualité avec un formulaire de rapport sur les risques au téléphone|responsable de la sécurité avec un formulaire de rapport de risque au téléphone|Registre de dangers graves et imminents iAuditor sur tablette|Hazard Report Form

Business Processes

Operations

Safety

Safety Management

<h2><strong>Why Requirements Gathering Can Be Difficult</strong></h2>
<p><span style="font-weight: 400">Requirements gathering is crucial in recommending the best course of action for a business. However, it is one of the most difficult parts of a business analyst’s job. Requirements gathering is also time-consuming since it involves asking questions that aren’t easy for the business to answer right away.</span></p>
<p><span style="font-weight: 400">It is even more challenging during a crisis, especially one that prevents business analysts from being on-site with stakeholders. This lack of face-to-face interaction and first-hand experience of business constraints can lead to business analysts making costly mistakes. </span></p>
<h2><strong>Requirements Gathering Techniques</strong></h2>
<p><span style="font-weight: 400">While there are a handful of techniques in <a href="https://its.unl.edu/bestpractices/requirements-gathering" rel="noopener">requirements gathering</a>, most require much more effort than is necessary. One technique is document analysis, in which the business analyst has to go through organizational documents about the current process or system. Another technique is prototyping, in which the business analyst has to construct prototypes based on requirements from stakeholders. </span></p>
<h3><span style="font-weight: 400">Document Analysis </span></h3>
<p><span style="font-weight: 400">When using this technique, the business analyst has to request or find the documents, figure out which information within the document can be of use, and hopefully obtain insights that might help in defining the business requirements.</span></p>
<h3><span style="font-weight: 400">Prototyping</span></h3>
<p><span style="font-weight: 400">When using this technique, the business analyst has to obtain the necessary information through other means such as one-on-one or group interviews. The business analyst also has to keep making prototypes until the expected outcome of the requirements is achieved.</span></p>
<h2><strong>How do I Make Requirements Gathering Easier?</strong></h2>
<p><span style="font-weight: 400">While document analysis and prototyping might lead to more accurate definitions of business requirements, they are also widely inefficient for business analysts to do on a regular basis. To truly make requirements gathering quick and painless, use a requirements document template and follow these three tips:</span></p>
<h3><span style="font-weight: 400">Ask the Right Questions the Right Way</span></h3>
<p><span style="font-weight: 400">When using a premade requirements document template, template items and questions should be tailored to fit the business. Think carefully about what you need to know about the business in order to move forward. Also, keep in mind that the way you phrase your question matters. While it’s your job to identify areas where the business can improve, having a good relationship with stakeholders can make them more receptive to your recommendations.</span></p>
<p><strong>Examples:</strong></p>
<p><span style="font-weight: 400"><strong>✔</strong> What other changes are happening within the organization that may impact this project?</span></p>
<p><span style="font-weight: 400"><strong>✘</strong> How has the dismissal of a strategic leadership team member affected employee morale?</span></p>
<p><span style="font-weight: 400"><strong>✔</strong> Does this feature meet the business need and solve the problem we’re trying to solve?</span></p>
<p><span style="font-weight: 400"><strong>✘</strong> Is this feature really necessary or is it just an accessory to the main product?</span></p>
<h3><span style="font-weight: 400">Ensure the Criteria is Clear</span></h3>
<p><span style="font-weight: 400">While creating and editing questions, don’t forget to set appropriate response types. This helps ensure that the criteria for each question is clear and stakeholders understand the kind of information they need to provide so that you can help them improve their business. Some common response types that you might use are annotations or media files, multiple choices, and signatures for stakeholder approval.</span></p>
<p><strong>Examples:</strong></p>
<div id="attachment_77020" style="width: 631px" class="wp-caption alignnone center center"><a href="https://safetyculture.com/create-inspection-checklist-template/" rel="noopener"><img aria-describedby="caption-attachment-77020" loading="lazy" decoding="async" class="wp-image-77020" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/Requirements-Document-Template-Requirements-Gathering-300x150.png" alt="response types for requirements gathering" width="621" height="311" /></a><p id="caption-attachment-77020" class="wp-caption-text">Response Types for Requirements Gathering</p></div>
<h3><span style="font-weight: 400">Add Notes to Provide Context</span></h3>
<p><span style="font-weight: 400">Avoid miscommunication and wasting time on irrelevant details by adding detailed notes to template items as necessary. Since a requirements document acts as a reference point for both analyst and stakeholder, you must ensure that it has everything one needs to get up to speed. Save time explaining the data and focus more on talking about what steps the business should take.</span></p>
<h4><a href="https://public-library.safetyculture.io/products/business-requirements-document-template" rel="noopener"><strong>Example using business requirements document template:</strong></a></h4>
<p><a href="https://public-library.safetyculture.io/products/business-requirements-document-template" rel="noopener"><img loading="lazy" decoding="async" class="aligncenter wp-image-77030" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/Business-Requirements-Document-Template-Example-213x300.png" alt="business requirements document template example" width="621" height="873" /></a></p>
<h4><a href="https://public-library.safetyculture.io/products/product-requirements-document-template" rel="noopener"><strong>Example using product requirements document template:</strong></a></h4>
<p><a href="https://public-library.safetyculture.io/products/product-requirements-document-template" rel="noopener"><img loading="lazy" decoding="async" class="aligncenter wp-image-77025" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/Product-Requirements-Document-Template-Example-213x300.png" alt="product requirements document template example" width="621" height="873" /></a></p>


Requirements Document Template

<p><span style="font-size: 16px;">An organization or company with high diversity is more likely to perform better financially and culturally. Diverse teams outperform non-diverse ones since there are more opportunities to learn from individuals with different characteristics and experiences. The positive effects of diversity, such as an increase in productivity and creativity, among others, are prevalent, and companies are striving for it. Diversity is a serious issue, and companies should have a genuine interest in diversity since forced diversity training is known to increase prejudice in upper management. Diversity starts when people in the workplace talk and give feedback to their leaders.</span></p>
<h2><b>4 Types of Diversity in the Workplace</b></h2>
<p>Learn the <a href="https://www.alliant.edu/blog/what-are-4-types-diversity" rel="noopener">different dimensions of diversity</a> to better understand the people in your organization and their needs. Awareness of diversity types will be beneficial for creating diversity and inclusivity surveys. The types are:</p>
<h3><b>1. Internal Diversity</b></h3>
<p>Internal diversity refers to traits that are inherent to a person and can rarely change or be controlled. Examples of this type include race, national origin, ethnicity, gender, sexuality, sexual appearance, and physical and mental ability. When individuals discover a gender or sexuality they feel more comfortable in or identify as, this is considered an internal change. It’s considered as such because the change was a result of self-discovery and not influenced by external factors.</p>
<h3><b>2. External Diversity</b></h3>
<p>External diversity is the dimension that relates to the person’s acquired characteristics. Unlike the inherent traits of internal diversity, this is Influenced and controlled by the person on their own or developed with the assistance of other people. The characteristics under this category include interests, education, appearance, citizenship, geographic location, and religion. Family status, relationships, and socioeconomic status are also considered external factors.</p>
<h3><b>3. Organizational Workplace Diversity</b></h3>
<p>Organizational workplace diversity refers to the factors in a work environment that affect a person. Promoting diversity in the workplace comes with inherent benefits,  including an increase in performance and creativity. This type of diversity covers job function, management status, work location, and seniority or tenure.</p>
<h3><b>4. Worldviews</b></h3>
<p>World views in relation to diversity refers to what individuals have seen and experienced that have affected their lives and how they live it. A person gains these experiences through interaction with and immersion in  different cultures and beliefs. This category includes cultural events, politics, knowledge of history, and other factors that may impact an individual’s worldview.</p>
<h2><b>How to Promote Diversity and Inclusivity in the Workplace</b></h2>
<p>Achieving diversity in the workplace can seem like a complicated process, but with proper planning and open communication, this won&#8217;t be the case. Employees only want to be treated fairly and be recognized for their accomplishments, and promoting diversity will help achieve this and highlight each individual&#8217;s unique traits and contributions in the process. Here are simple reminders on how to promote diversity and inclusion:</p>
<ul>
<li>Expand your talent pool by hiring without prejudice</li>
<li>Acknowledge and break down biases</li>
<li>Take action and give credibility to the underrepresented</li>
<li>Create diverse and inclusive focus teams</li>
<li>Respect all your coworkers regardless of race, sexuality, seniority, and social class</li>
<li>Celebrate diversity by remembering important dates and events, such as Ramadan for Muslim employees and Pride month for those who identify as part of the  LGBTQ community</li>
<li>Provide food and beverage options that consider dietary restrictions and preferences of employees</li>
<li>Let employees’ voices be heard and routinely ask for feedback through diversity surveys</li>
</ul>
<h2><strong>Workplace Diversity Questionnaire Example</strong></h2>
<p><span style="font-weight: 400;">Below are some example questions about workplace diversity that are answered with the responses: Agree, Disagree, and Neither Agree nor Disagree. </span></p>
<h3><b>Attitudes toward diversity and inclusion and corporate culture</b></h3>
<ol>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">I see strong leadership support of the firm’s value of diversity and inclusion</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Employees who are different from most others are treated fairly within our firm</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Our firm is committed to diversity and inclusion</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">People of all cultures and backgrounds are respected and valued here </span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">I feel included and respected within the firm </span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">I am comfortable talking about my background and cultural experiences with my colleagues </span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Employees of different backgrounds interact well within our firm.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Management demonstrates a commitment to meeting the needs of employees with disabilities</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Racial, ethnic, and gender-based jokes are not tolerated at this firm</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">This firm provides an environment for the free and open expression of ideas, opinions and beliefs.</span></li>
</ol>
<h3><b>Discrimination and harassment</b></h3>
<ol>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">If I had a concern about harassment or discrimination, I know where and how to report that concern</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The firm’s policies and procedures discourage discrimination</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">I believe this firm will take appropriate action in response to incidents of discrimination</span></li>
</ol>
<h3><b>Hiring and recruitment</b></h3>
<ol>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">There is cultural diversity among the people a job candidate will meet/see on his/her first visit to the firm</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Within the firm, everyone has access to equal employment opportunities regardless of their difference</span></li>
</ol>
<h3><b>Your immediate supervisor</b></h3>
<ol>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">My supervisor demonstrates commitment to and support of diversity</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">My supervisor handles diversity matters appropriately</span></li>
</ol>
<h3><b>Diversity training program</b></h3>
<ol>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">This firm has done a good job providing training programs that promote diversity and inclusion.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">The firm has done a good job providing training programs that promote understanding and mitigation of unconscious bias.AgreeDisagreeNeither Agree nor Disagree</span></li>
</ol>
<h3><b>Belonging</b></h3>
<ol>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">Belonging is a sense of fitting in or feeling like you are an important member of a group.</span></li>
<li style="font-weight: 400;" aria-level="1"><span style="font-weight: 400;">In my organization, I can be successful as my authentic self.</span></li>
</ol>
<div id="attachment_109038" style="width: 631px" class="wp-caption aligncenter"><a href="https://public-library.safetyculture.io/products/diversity-and-inclusion-questions-for-employee-surveys" rel="noopener"><img aria-describedby="caption-attachment-109038" loading="lazy" decoding="async" class="wp-image-109038 size-full" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/Diversity-Survey-Questionnaire.png" alt="Diversity Survey Template " width="621" height="873" /></a><p id="caption-attachment-109038" class="wp-caption-text"><a href="https://public-library.safetyculture.io/products/diversity-and-inclusion-questions-for-employee-surveys">Diversity and Inclusion Survey Questionnaire | Free Download</a></p></div>


Diversity Survey

Human Resources

<h2>What is Water Heater Maintenance?</h2>
<p>Water heater maintenance is the regular preventive maintenance of water heaters used for commercial and residential buildings. Conducted by contractors, facility managers, and homeowners using checklists, water heater maintenance keeps energy consumption efficient, prolongs the optimal working condition of water heaters, and promotes safety by proactively catching issues before accidents can occur.</p>
<p><a href="https://www.nfpa.org/-/media/Files/News-and-Research/Fire-statistics-and-reports/US-Fire-Problem/Fire-causes/osHeating.pdf" target="_blank" rel="noopener">Accidents involving heating equipment </a>caused thousands of home fires and millions in damages. Conducting regular water heater maintenance can help prevent these and other types of accidents involving water heaters from happening.</p>
<h2>The Dangers of Neglecting Water Heater Maintenance</h2>
<p>For gas-fired water heaters, <a href="https://abc6onyourside.com/news/local/issue-with-water-heater-blamed-for-carbon-monoxide-that-killed-4-family-members" target="_blank" rel="noopener">fatal accidents</a> can occur if water heaters are not regularly checked for issues such as potential gas leaks. As for heaters with tanks, they have safety features that allow excess temperature and pressure to escape when there’s too much buildup. But if these safety features are not properly checked by professionals who make sure they are still in good working condition, <a href="https://oklahoman.com/article/2779122/star-elementary-20-years-later-heater-explosion-still-haunts-spencer" target="_blank" rel="noopener">tank explosions</a> can happen.</p>
<p>Water heaters can usually last for a decade without any maintenance. Conducting regular maintenance, however, can help extend the good working condition of water heaters and help discover issues that could’ve gone unnoticed due to neglect. Water heaters with tanks can have sediment buildup over time, especially in areas where hard water is more common and this sediment buildup will negatively affect the efficiency of energy spent on heating water.</p>
<h2>What to Include in a Water Heater Maintenance Checklist</h2>
<p>The previously featured water heater maintenance checklist is broken down into 5 steps. These are tasks that can also be observed as water heater maintenance tips and items that should be included in a water heater maintenance checklist:</p>
<ol>
<li><strong>Turn off the water heater &#8211;</strong> Prevent scalding and other water heater-related injuries by turning off the heater and allowing the water to cool down overnight before performing the maintenance check.</li>
<li><strong>Check the valves and look for possible leaks on pipes and joints &#8211;</strong> Check the Temperature and Pressure (T&amp;P) relief valve following the manufacturer’s recommendations on its label. Check the water pressure valve and make sure that it shows the recommended water pressure (40-60 psi in the daytime). <i>A useful tip when looking for possible leaks: apply soapy water on pipes and pipe joints and bubbles will appear should there be a leak.</i></li>
<li><strong>Flush any sediment buildup</strong><strong> &#8211;</strong> Connect a hose to the drain valve before you begin draining and flushing out sediment buildup. Eliminating sediment buildup will help with water heating efficiency and prolong the good working condition of the water heater.</li>
<li><strong>Check the anode rod and replace if needed &#8211;</strong> An anode rod’s purpose is to protect the water heater lining and the inside of a tank from damage and corrosion. Anode rods need to be checked during maintenance to ensure that they have not corroded yet. Depending on factors such as the hardness of the water and how much water goes through the water heater, an anode rod may need to be replaced every 3-5 years.</li>
<li><strong>Refill the water heater tank</strong><strong> &#8211;</strong> Refill the tank by closing the drain valve and opening the cold water supply valve. Open a hot water faucet and let the water out for around 3-5 minutes to make sure that there’s no air remaining in the tank before you turn the heater back on.</li>
</ol>
<p>Please note that it is important to check the manufacturer’s instructions on the use and maintenance of the heater and that it is advisable to get a professional who is familiar with conducting water heater maintenance if you are not comfortable doing it on your own.</p>


What regular maintenance should be done on a water heater?

What happens if you don't flush your water heater?

How often should the water heater be maintained?

FAQs About Water Heater Maintenance Checklist

Water Heater Maintenance Checklist

Equipment Maintenance

Maintenance

<h2>4 Types of Maintenance Logs</h2>
<p>Equipment manufacturers have a predetermined maintenance procedure that operators are recommended to follow. Companies can also adopt other kinds of maintenance services as an extra measure to preserve equipment and cut costs.  Industries that have factory facilities benefit from regular maintenance since it helps production run smoothly. For most industries, maintenance falls under four main types:</p>
<h3><strong>1. Corrective Maintenance Log</strong></h3>
<p>This type of maintenance isn’t scheduled and is conducted out of necessity. For example, a technician is operating a piece of equipment and sees one that malfunctioned or isn’t working properly. The technician can then flag it for repair immediately so that production isn’t affected.</p>
<h3><strong>2. Preventive Maintenance Log</strong></h3>
<p><a href="https://safetyculture.com/checklists/preventive-maintenance/">Preventive maintenance</a> or preventative maintenance is a scheduled inspection that’s widely used by organizations to stop potential equipment problems. Equipment maintenance log templates are often made in this type. Preventive maintenance differs from corrective in that it’s conducted following a specified schedule, regardless of whether or not equipment is known to be malfunctioning.</p>
<h3><strong>3. Condition-based Maintenance Log</strong></h3>
<p>This is similar to preventive maintenance but includes a more advanced course of action. Condition-based maintenance doesn’t rely on a set schedule but on the observations of the operators. They check on the difference in the performance of the equipment such as average production speed or quality.</p>
<h3><strong>4. Predictive Maintenance Log</strong></h3>
<p>This type uses additional tools such as <a href="https://safetyculture.com/monitoring/">sensor devices</a> which can be utilized for an equipment’s ongoing condition monitoring. These devices usually include software to collate equipment data. This data contains changes from the equipment and also records of performance. The drawback to this is that the <a href="https://safetyculture.com/monitoring/">sensor</a> also needs to be maintained.</p>
<h2>What to Include in a Maintenance Log Template</h2>
<p>Maintenance log templates are normally used in the manufacturing industry but is recommended for organizations with any equipment. This is written manually using an equipment maintenance logbook that could be bought from retailers.</p>
<p>As a key component of <a href="https://safetyculture.com/topics/asset-management-system/">asset management</a>, it is critical that the maintenance management system along with its planning and actions—are well defined and documented. An <a href="https://safetyculture.com/checklists/maintenance/">equipment maintenance checklist</a> can be used as part of the daily maintenance procedure. Common items a maintenance log template should have includes:</p>
<ul>
<li aria-level="1">Date and time of maintenance</li>
<li aria-level="1">Maintenance description</li>
<li aria-level="1">Actions taken</li>
<li aria-level="1">Attach photos of equipment</li>
<li aria-level="1">Validation and signatures</li>
<li aria-level="1">Next maintenance due date</li>
</ul>
<h2>Benefits of Utilizing Equipment Maintenance Logs</h2>
<p>Maintaining your equipment is important to ensure it lives through its usual life cycle or longer. It keeps processes running smoothly and prevents accidents from happening. Broken machines create a domino effect of consequences that affects the company in the long run. <a href="https://www.nap.edu/read/1618/chapter/5" target="_blank" rel="noopener">Investing in equipment maintenance</a> is only costly at the start but this can prevent repair costs from piling up through routine inspections and doing consistent equipment maintenance recordkeeping. Maintenance also saves the environment since well-functioning equipment uses less energy.</p>
<p>A company also has the option to personalize and even have it digitally available in different formats like spreadsheets, or via an app. Finding one that caters to your business needs will help keep your equipment in good working condition, enhance your equipment maintenance process, maximize equipment life, and prevent operational downtime.</p>
<h2>Best Practices for Maintaining Equipment Logs</h2>
<p>These are step-by-step guides on how to proceed properly with equipment maintenance recordkeeping. The following presents two methods: the common, paper-based method and the more efficient digital method using a mobile app.</p>
<h3><strong>Common method of accomplishing equipment maintenance logs:</strong></h3>
<ol>
<li>Collect all equipment maintenance schedules</li>
<li>Organize by frequency of inspection</li>
<li>Print out the equipment maintenance form</li>
<li>Assign people to do the inspection</li>
<li>Technicians pass the logbook to the next shift</li>
<li>Retrieve equipment maintenance form</li>
<li>Record the inspections done</li>
<li>Check the pieces of equipment that need attention based on the reports</li>
<li>Store the equipment maintenance logs in a safe place.</li>
<li>Repeat</li>
</ol>
<h3><strong>Recommended method of accomplishing equipment maintenance logs</strong><strong>:</strong></h3>
<ol>
<li>Download an app such as SafetyCulture</li>
<li>Create or download a <a href="https://public-library.safetyculture.io/search/?page=1&amp;q=equipment%20maintenance%20log&amp;sorting=featured" target="_blank" rel="noopener">pre-made template</a></li>
<li>Automatically assign someone or a group for a specific template</li>
<li>Schedule an inspection and add optional alerts and notifications</li>
<li>Customize how often the equipment maintenance log should be done</li>
<li>Conduct the inspection using the SafetyCulture app; inspection reports are automatically generated after an inspection</li>
<li>Instantly share inspection reports via the mobile app.</li>
</ol>
<p>The second method presented above is more efficient and accurate for organizations because it makes it easier to generate reports and share them with the appropriate people. Safety should never be compromised. Bringing immediate attention to equipment that needs to be repaired can make a huge difference in ensuring that industry standards are met.</p>
<h2>Equipment Maintenance Log Example</h2>
<p>To help you visualize a completed equipment maintenance log, here’s a generated sample report of an equipment maintenance log performed digitally.</p>
<div id="attachment_88275" style="width: 610px" class="wp-caption aligncenter"><a href="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/11/Equipment-Maintenance-Log-Sample-Report.pdf"><img aria-describedby="caption-attachment-88275" loading="lazy" decoding="async" class="wp-image-88275 size-full" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2024/10/Equipment-Maintenance-Checklist-Sample-Report.png" alt="Equipment Maintenance Checklist Template Sample Report" width="600" height="800" srcset="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2024/10/Equipment-Maintenance-Checklist-Sample-Report.png 600w, https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2024/10/Equipment-Maintenance-Checklist-Sample-Report-225x300.png 225w" sizes="auto, (max-width: 600px) 100vw, 600px" /></a><p id="caption-attachment-88275" class="wp-caption-text"><a href="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/11/Equipment-Maintenance-Log-Sample-Report.pdf"> Equipment Maintenance Log Sample Report | SafetyCulture</a></p></div>


How do I create an equipment maintenance log?

What is equipment maintenance documentation?

FAQs About Equipment Maintenance Log

Equipment Maintenance Log

Aviation

Transportation

<h2><strong>Why Use a Punch List Template?</strong></h2>
<p>Punch list templates are highly adaptable and can be tailored to fit a variety of project categories. For example, a construction company might use one punch list template for renovation projects and another for building projects.</p>
<p>Aside from being customizable, a punch list template also gives <a href="https://safetyculture.com/topics/general-contractor/">contractors</a>, sub-contractors, architects, and workers a chance to collaborate and integrate their knowledge, resulting in a seamless experience for the client.</p>
<p>Starting from a common base also makes it easier for people of different professions or companies to work together in completing the punch list items on time. With both team collaboration and efficiency maximized, reaching project closeout sooner than expected is an attainable goal for all involved.</p>
<h2><strong>What is the Process?</strong></h2>
<p>The punch list process involves tasks that are typically done by the architect and contractor. Below are the steps in the punch list process presented in their proper order:</p>
<h3><strong>For the contractor:</strong></h3>
<ol>
<li>Review contract documents</li>
<li>Inspect construction work</li>
<li>Decide if work is substantially complete</li>
<li>Prepare a punch list</li>
<li>Submit punch list to architect</li>
</ol>
<h3><strong>For the architect:</strong></h3>
<ol>
<li>Conduct a pre-final inspection</li>
<li>Prepare a certificate of substantial completion that includes the following information:a) Date of substantial completionb) Responsibilities of client and contractorc) Timeframe for contractor to finish punch list items</li>
<li>Submit certificate to client and contractor</li>
</ol>
<h3><strong>For the contractor:</strong></h3>
<ol>
<li>Submit written acceptance to architect</li>
<li>Finish punch list items</li>
<li>Notify architect and apply for final payment</li>
</ol>
<h2><strong>What should be included in a Punch List Template</strong></h2>
<p>The contents of a punch list usually depends on items that were not achieved in a project. To ensure efficient follow-up and closure, a punch list template essentially includes these these items :</p>
<ul>
<li aria-level="1">Basic Project Information</li>
<li aria-level="1">Project manager and owner contact information</li>
<li aria-level="1">Detailed description of the tasks</li>
<li aria-level="1">Trade or subcontractor responsible for the work</li>
<li aria-level="1">Priority level or urgency of the item</li>
<li aria-level="1">Deadline or due date for completing the item</li>
<li aria-level="1">Current status (not started, in progress, completed)</li>
</ul>
<h2><strong>How Do You Write a Punch List?</strong></h2>
<p>Since punch lists vary depending on the nature of the project and the quality of the construction work completed in the previous phases, the process of writing a punch list is different each time. However, there are basic steps that a contractor must take to form a coherent punch list that the client, architect, and subcontractors approve of.</p>
<p>Here are 3 key steps on how to write a punch list:</p>
<ol>
<li aria-level="1"><strong>Arrange a Punch List Walkthrough</strong> &#8211; Arrange a punch list walkthrough with the client and architect to note defects, including locations and photos for the detailed punch list. Clarify priorities with the client before ending.</li>
<li aria-level="1"><strong>Describe Each Task in Detail</strong> &#8211; Based on the punch list walkthrough, list detailed actions needed to fix identified defects. Include photos, drawings, or floor plans to clearly show problems and required solutions.</li>
<li aria-level="1"><strong>Assign Tasks and Set Deadlines</strong> &#8211; Assign each punch list task to a subcontractor with a deadline. Discuss the assigned tasks with subcontractors and update the punch list based on their input before submitting to the architect.</li>
</ol>
<p>A completed punch list template would look like this :</p>
<div id="attachment_75582" style="width: 610px" class="wp-caption aligncenter"><a href="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2024/07/Punch-List-Template-Sample-Report.pdf"><img aria-describedby="caption-attachment-75582" loading="lazy" decoding="async" class="wp-image-75582 size-full" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2020/11/Punch-List-Template-Sample-Report.png" alt="Punch List Template Sample Report" width="600" height="800" srcset="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2020/11/Punch-List-Template-Sample-Report.png 600w, https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2020/11/Punch-List-Template-Sample-Report-225x300.png 225w" sizes="auto, (max-width: 600px) 100vw, 600px" /></a><p id="caption-attachment-75582" class="wp-caption-text"><a href="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2024/07/Punch-List-Template-Sample-Report.pdf">Punch List Template Sample PDF Report | SafetyCulture</a></p></div>


Why is a Punch List Called a Punch List?

Who is Responsible for the Punch List?

How are punch list items tracked and completed?

FAQs About Punch Lists

Punch List Template

Compliance

Construction Site Compliance

Equipment Safety

<h2><strong>What are the 3 Types Of Wells?</strong></h2>
<p><span style="font-weight: 400;">When inspecting wells, it&#8217;s important to first consider the type of well being inspected. Wells can be categorized into <a href="https://www.usgs.gov/special-topic/water-science-school/science/groundwater-wells?qt-science_center_objects=0#qt-science_center_objects" rel="noopener">three main types</a>.</span></p>
<h3><span style="font-weight: 400;">1. Driven Wells</span></h3>
<p><span style="font-weight: 400;">Though driven wells are built by driving steel pipes into sand, they should not be located in sandy areas with deep water tables. This is due to the presence of compacted soil which can hinder the performance of driven wells. Like dug wells, they use shallow groundwater as a water source. </span></p>
<h3><span style="font-weight: 400;">2. Dug Wells</span></h3>
<p><span style="font-weight: 400;">Dug wells are what most people imagine when thinking of wells due to their rich history. Though dug wells served as major sources of water for households in the past, at present most of them are not being used for water supply. One of the reasons for the declining popularity of dug wells is the preference for drilled wells, which will be discussed below. </span></p>
<h3><span style="font-weight: 400;">3. Drilled Wells</span></h3>
<p><span style="font-weight: 400;">Drilled wells are built by using rotary-drilling machines which break down bedrock. Sometimes pumps are used to obtain water more easily. In contrast to dug wells, drilled wells are modern and efficient. They also use deep groundwater as a water source, unlike the previous types of wells.</span></p>
<h2><strong>What Well is Right for Your Site?</strong></h2>
<p><span style="font-weight: 400;">When choosing what type of well to build, an important factor is the site’s location. As stated earlier, if the site is a sandy area but has deep water tables, building a driven well is not recommended. Another factor to consider is the well’s function on the site. For example, if the well water will be used for drinking, then a drilled well is best since it has the lowest risk of contamination. Though other factors may be involved in the final decision, you can get started by using the table below.   </span></p>
<div class="table">
<table style="border-collapse: collapse; width: 100%; height: 120px;">
<tbody>
<tr style="height: 24px;">
<td style="width: 25%; height: 24px;"></td>
<td style="width: 25%; height: 24px;">Driven</td>
<td style="width: 25%; height: 24px;">Dug</td>
<td style="width: 25%; height: 24px;">Drilled</td>
</tr>
<tr style="height: 24px;">
<td style="width: 25%; height: 48px;" rowspan="2">Advantages</td>
<td style="width: 25%; height: 24px;">Cheap</td>
<td style="width: 25%; height: 24px;">Large diameter</td>
<td style="width: 25%; height: 24px;">Lower risk of contamination</td>
</tr>
<tr style="height: 24px;">
<td style="width: 25%; height: 24px;">Easy to construct</td>
<td style="width: 25%; height: 24px;">Can get water from sand, slit, clay</td>
<td style="width: 25%; height: 24px;">Can get water 1000 ft deep</td>
</tr>
<tr style="height: 24px;">
<td style="width: 25%; height: 48px;" rowspan="2">Disadvantages</td>
<td style="width: 25%; height: 24px;">Easily contaminated</td>
<td style="width: 25%; height: 24px;">Easily contaminated</td>
<td style="width: 25%; height: 24px;">Requires installation of casing and screen</td>
</tr>
<tr style="height: 24px;">
<td style="width: 25%; height: 24px;">Can only get shallow water</td>
<td style="width: 25%; height: 24px;">Possibly no water during droughts</td>
<td style="width: 25%; height: 24px;">Requires sealing of space around casing</td>
</tr>
</tbody>
</table>
</div>
<h2><strong>Top 3 Well Components to Check</strong></h2>
<p><span style="font-weight: 400;">While each component is essential for the well to function properly, three components are especially important in terms of safety. These are the well cover, the well casing, and the annular seal. The well cover is what sits on top of the well and keeps out vermin from entering the well. The well casing is what surrounds the well and keeps rock and soil from mixing with the well water. Like the well casing, the annular seal also lines the well and keeps out run-off surface water.</span></p>
<h3><span style="font-weight: 400;">Well Cover</span></h3>
<p><span style="font-weight: 400;">For a dug well:</span></p>
<ul>
<li style="font-weight: 400;"><span style="font-weight: 400;">Is the well cover attached to the casing?</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Is the well cover vent screened and facing the ground?</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Is there nothing on top of the well cover?</span></li>
</ul>
<p><span style="font-weight: 400;">For a drilled well:</span></p>
<ul>
<li style="font-weight: 400;"><span style="font-weight: 400;">Is the well cover in good condition?</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Is the well cover pest-proof?</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Is the well cover sealed tight?</span></li>
</ul>
<h3><span style="font-weight: 400;">Well Casing</span></h3>
<p><span style="font-weight: 400;">For a dug well:</span></p>
<ul>
<li style="font-weight: 400;"><span style="font-weight: 400;">Remove the lid to inspect the inside of the well casing</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Check for damage or rust on the outside of the well casing</span></li>
</ul>
<p><span style="font-weight: 400;">For a drilled well:</span></p>
<ul>
<li style="font-weight: 400;"><span style="font-weight: 400;">Do not remove the lid to inspect the inside of the well casing</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Check for damage or rust on the outside of the well casing</span></li>
</ul>
<h3><span style="font-weight: 400;">Annular Seal</span></h3>
<ul>
<li style="font-weight: 400;"><span style="font-weight: 400;">Check if annular seal has shrunk or collapsed</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Fill gaps around annular seal with bentonite</span></li>
</ul>
<p><span style="font-weight: 400;">Aside from those mentioned above, the other well components to check are the following:</span></p>
<ul>
<li style="font-weight: 400;"><span style="font-weight: 400;">Capacitors</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Electrical wires</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Torque arrestors</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Pump pressure switch</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Check valves</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Pitless adapter</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Pipe fittings</span></li>
</ul>
<h2><strong>Why Use A Well Inspection Checklist?</strong></h2>
<p><span style="font-weight: 400;">Well inspections can be tedious, so much so, that a well inspector might forget to check a major component or conduct an important test. Missing these inspection items can lead to the well malfunctioning. To avoid water well problems, use a well inspection checklist to keep track of everything. </span></p>
<p><span style="font-weight: 400;">If a homeowner is planning on inspecting a well themselves, they should have a well inspection checklist to guide them through the inspection process. Since most residential well owners aren’t certified well inspectors, they need a well inspection checklist to ensure that their inspection is as comprehensive as possible. </span></p>
<h2><strong>How Do You Check A Well System?</strong></h2>
<p><span style="font-weight: 400;">Site managers or well inspectors can check a well system by conducting a well yield test to get an estimate of the water pressure flow rate. Below are the 8 steps of a well yield test:</span></p>
<ol>
<li style="font-weight: 400;"><span style="font-weight: 400;">Turn on the water at a plumbing fixture.</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Measure the flow at the plumbing fixture.</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Check if the pump is running continuously at the water tank.</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Time how long the plumbing fixture is running water.</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">Try running 150-300 gallons of water.</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">If water runs, record number of gallons produced.</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">If water pressure decreases, measure the flow again.</span></li>
<li style="font-weight: 400;"><span style="font-weight: 400;">If water did not run and water pressure did not decrease, compare the number of gallons against standard water volumes.</span></li>
</ol>
<p><span style="font-weight: 400;">During regular well maintenance, a well inspector should check the well cover, the location of the well casing, the location of the well, the storage of hazardous materials on the property, and the seal of the abandoned well, if there is one. Contact a well inspector if there are problems with the well’s mechanisms or the water coming from the well. An annual water test is also recommended. </span></p>
<h2><strong>Well Inspection Checklist: Industry Use-cases</strong></h2>
<p><span style="font-weight: 400;">Industries with high water consumption include the automotive manufacturing, semiconductor manufacturing, textile industry, and beverage sectors. </span></p>
<p><span style="font-weight: 400;">A well inspection checklist is a must for a car manufacturer since multiple stages in the production process use water. In the </span><strong>automotive manufacturing industry</strong><span style="font-weight: 400;">, water is used for surface treatment and coating, paint spray booths, air conditioning systems, and boilers.</span></p>
<p><span style="font-weight: 400;">In the </span><strong>semiconductor manufacturing industry</strong><span style="font-weight: 400;">, 2000+ gallons of ultrapure water are needed for a single 8-inch wafer (or 100 chips). A semiconductor producer should have a well inspection checklist to ensure that water has been purified according to the specifications.</span></p>
<p><span style="font-weight: 400;">For the </span><strong>textile industry</strong><span style="font-weight: 400;">, the most water-intensive part is wet processing. The steps of wet processing are sizing, desizing, scouring, bleaching, dyeing, printing, and finishing. Since large amounts of water are required to remove excess chemicals between steps, a fashion company would benefit from an intuitive, digital well inspection checklist.</span></p>
<p><span style="font-weight: 400;">In the </span><strong>food and beverage industry</strong><span style="font-weight: 400;">, common beverage ingredients like sugar, barley, and coffee are made by using a lot of water. Each type of beverage has its own water requirements. For example, both a pint of beer and a glass of orange juice use 45 gallons while a glass of wine only needs 32 gallons. A beverage company can use a well inspection checklist to facilitate effective water management, which will, in turn, improve overall operations.</span></p>


Well Inspection Checklist

Well Inspection Checklist|Well Inspector with iPad|Well Inspection Report|Homeowner Well Inspection Checklist

Home Inspection

<h2><strong>Why Use An Equipment Inspection Form? </strong></h2>
<p><span style="font-weight: 400;">Not using an equipment inspection form wastes time, money, and resources. Thinking of what to do and how to do it each time equipment has to be inspected is ineffective. An equipment inspection form speeds up the inspection process by providing a checklist of inspection items so they aren&#8217;t missed. Missing an item during an equipment inspection has serious consequences and can lead to injuries that may require expensive medical rehabilitation. Equipment may have to be replaced due to not immediately addressing defective or deteriorating parts. Even if no accidents occur and equipment can still be used, a missed item can result in lower employee productivity and decreased operational efficiency. </span></p>
<p><span style="font-weight: 400;">All of this can be avoided by using an equipment inspection form so that all items are checked. </span><span style="font-weight: 400;">The forms should be tailored to the business need, their existing safety rules to follow, or the current situation to ensure accuracy.</span><span style="font-weight: 400;"> More than flagging issues, it should also provide comments or appropriate corrective action to help resolve issues and prevent them from happening again.</span></p>
<h2><strong>When Do I Need The Form?</strong></h2>
<p>The Health and Safety Executive and Regulation 6 of the Provision and Use of Work Equipment Regulations states that equipment should be inspected:</p>
<ul>
<li>after installation;</li>
<li>after assembly at a new site;</li>
<li>after major modifications;</li>
<li>after serious damage;</li>
<li>after a change in nature of use; and</li>
<li>at suitable intervals.</li>
</ul>
<h2><strong>How Can I Use An Inspection Form?</strong></h2>
<p><span style="font-weight: 400;">Each company has its own set of equipment that needs upkeep now and then. </span><span style="font-weight: 400;">Whether one is a chef, a salesperson, or a business owner, equipment must be kept in its best condition through regular equipment inspections. Keeping equipment in tiptop shape allows you to also perform at your best. Below are the common use cases of equipment inspections forms.</span></p>
<h3><span style="font-weight: 400;">Kitchen Equipment Inspection: For Chefs</span></h3>
<p><span style="font-weight: 400;">Cleanliness is a must in the kitchen. Aside from washing hands, kitchen equipment should also be kept clean. Inspect hidden areas such as the back of the refrigerator and the inside of the oven to ensure that there&#8217;s no dust, grime, or dirt buildup. Of course, all kitchen equipment should be in good working condition. One of t</span><span style="font-weight: 400;">he most irritating things that can happen in a restaurant is equipment not working when it needs to. Avoid these unnecessary mishaps by testing kitchen equipment before they are used. This way one can rest easy knowing that the kitchen equipment won’t fail when that big order comes in.</span></p>
<p>Safety is also a major concern in any kitchen. As such, there are other things to inspect aside from kitchen equipment. <span style="font-weight: 400;"> First, inspect the smoke sensor and fire alarm system. One should have a ready-to-use fire extinguisher (and know how to use it) near all common work areas. </span><span style="font-weight: 400;">If one has any heavy equipment like meat processors or food slicers, ensure that there are proper safeguards against injury. Also, c</span><span style="font-weight: 400;">heck if kitchen equipment has been assembled correctly. If there are any doubts regarding the workplace safety of equipment, please refrain from using it until after an equipment inspection.</span></p>
<h3><span style="font-weight: 400;">Retail Equipment Inspection: For Salespeople</span></h3>
<p><span style="font-weight: 400;">There’s nothing a customer hates more than having to wait. To create a seamless shopping experience, regularly inspect sales tools before opening. Check if payment systems are online so that when a customer comes in with a credit card, there won’t be any payment issues. Physical shopping carts should also be inspected. </span><span style="font-weight: 400;">Though it might not seem like a big issue, customers pay attention to small details such as how easy (or hard) it is to push a shopping cart. A shopping cart with a missing wheel doesn’t look good for business.</span></p>
<p><span style="font-weight: 400;">Security should also be the main concern for retailers. Important anti-theft tools like the security tags attached to merchandise shouldn’t be overlooked. While it goes without saying that one has to protect customers by following sanitation guidelines, you should also protect the store from shoplifting. During retail equipment inspection, test the security system and take note of any lags or other issues.</span></p>
<h3><span style="font-weight: 400;">Equipment Inspection:</span><span style="font-weight: 400;"> For Entrepreneurs</span></h3>
<p><span style="font-weight: 400;">Employees are the heart of a business. That’s why it’s one’s job as a business owner to give them the best business tools to work with. As much as possible, provide employees with functional and up-to-date equipment. No matter how hardworking or talented they are, they won’t succeed if they aren’t given the right tools or machinery.</span></p>
<p><span style="font-weight: 400;">It is also one’s responsibility as an employer to ensure employee safety. </span><span style="font-weight: 400;">To keep employees happy and safe, provide them with an easy-to-use equipment inspection form. This way, employees are empowered to help themselves (and the business).</span></p>
<h2><strong>Why an Equipment Inspection Form Should Be Digital</strong></h2>
<p><span style="font-weight: 400;">In this day and age, using paper checklists on clipboards is an unnecessary hassle and expense. Especially with the current emphasis on safety regulations, having a stack of pages to go through when conducting an equipment inspection is a major headache. </span><span style="font-weight: 400;">With a digital equipment inspection form, it’s possible to sync all completed inspections and quickly assign a new one to someone else. No need to go to the other side of the room (or building) to hand over an equipment inspection form; just tap and hit send. </span></p>
<h2>Guarantee Equipment Safety With Every Use of an Equipment Inspection Software</h2>
<p>An equipment inspection software is a robust tool that allows users to capture detailed inspections of the equipment assigned to them and ensure that they are safe before and after usage.</p>
<p>With the SafetyCulture (formerly iAuditor) Equipment Inspection Software, you can keep track of a wide range of equipment such as personal protection equipment, forklift, excavators, scaffolding, <a href="https://safetyculture.com/topics/core-drilling/">core drills</a>, and elevators. With a single powerful equipment inspection app, you can streamline equipment inspection requirements and ensure equipment safety with every use.</p>
<h2>Equipment Inspection Software: 7 Types of Operators that Have Adopted the Technology</h2>
<p>The world is seeing increasing <a href="https://www.un.org/development/desa/en/news/population/2018-revision-of-world-urbanization-prospects.html" rel="noopener">growth in industrialization and urbanization</a>. This trend is not expected to slow down soon, and by 2050, it is expected that two-thirds of the global population will live in urban and developed societies. To address this growth, the construction industry is needed more than ever to support the global demand for infrastructure. Efficiency is needed in completing projects while also ensuring that the utmost level of safety and quality is observed with every move on the site. Thanks to technological advancements, there is a way to do just that.</p>
<p>With the help of equipment inspection software, equipment operators in construction sites have been able to ensure that their assigned equipment is in the best operational state before commencing work. This digital solution has helped them streamline their inspections and focus on ensuring safe operations. Ultimately, it helps their company meet continuously growing business demands while also maintaining a high level of safety at the site.</p>
<p>To give you some examples, here are 7 types of operators that have integrated equipment inspection software into their workflow to improve their respective asset management programs:</p>
<h3>1. Crane Operators</h3>
<p class="center"><a href="https://safetyculture.com/checklists/crane-safety/" rel="noopener"><img loading="lazy" decoding="async" class="aligncenter wp-image-27173" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/crane-equipment-inspection-software-1.png" alt="crane equipment inspection software" width="600" height="228" /></a></p>
<p><span style="font-weight: 400;">Crane operators use equipment inspection software as a vital job aid in following safety procedures, enforcing construction safety, and identifying equipment damage and defects before operating cranes and </span><a href="https://safetyculture.com/topics/material-handling-equipment/"><span style="font-weight: 400;">handling items</span></a><span style="font-weight: 400;">.</span><span style="font-weight: 400;"> With the use of a mobile device, they use pre-uploaded </span><a href="https://safetyculture.com/checklists/crane-safety/"><span style="font-weight: 400;">crane inspection checklists</span></a><span style="font-weight: 400;"> to inspect a tower crane before, during, and after operational shifts.</span></p>
<p>Equipment inspection often begins with visual pre-operation checks on the heavy equipment. After which, inspectors evaluate work permits, emergency controls, and the stability of other crane components. Should there be any issues, they take photos of the defect and use the equipment inspection software to issue corrective actions.</p>
<h3>2. Forklift Operators</h3>
<p class="center"><a href="https://safetyculture.com/checklists/forklift-checklists/" rel="noopener"><img loading="lazy" decoding="async" class="aligncenter wp-image-27174" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/forklift-equipment-inspection-software-1.png" alt="forklift equipment inspection software" width="600" height="228" /></a></p>
<p>Forklifts are crucial construction equipment that helps move things faster on a construction site. A single, inoperable forklift can significantly hamper logistics efficiency, and its downtime can be costly to the business. With the help of <a href="https://safetyculture.com/checklists/forklift-checklists/" rel="noopener">equipment inspection software</a>, forklift operators can conduct efficient daily heavy equipment inspections to help in reducing the likelihood of workplace injuries and deaths caused by faulty forklifts.</p>
<h3>3. Personal Protective Equipment (PPE) Users</h3>
<p class="center"><a href="https://safetyculture.com/checklists/ppe-safety/" rel="noopener"><img loading="lazy" decoding="async" class="aligncenter wp-image-27175" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/PPE-equipment-inspection-software-1.png" alt="PPE equipment inspection software" width="600" height="228" /></a></p>
<p><a href="https://safetyculture.com/checklists/ppe-safety/" rel="noopener">PPE Safety Checklists</a> are used by site safety supervisors to help identify tasks that require PPE and ensure that their team is provided the right protective equipment at all times. Using equipment inspection software, they can assess the potential hazards inherent in their type of construction work and set standards on appropriate PPE before handing them over to workers. They can use the inspection tool to perform efficient PPE inspections and automate tasks, such as report generation and action assignment.</p>
<h3>4. Excavator Operator</h3>
<p class="center"><a href="https://safetyculture.com/checklists/excavation-and-trench-safety/" rel="noopener"><img loading="lazy" decoding="async" class="aligncenter wp-image-27179" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/excavator-equipment-inspection-software-1-1.png" alt="excavator equipment inspection software" width="600" height="228" /></a></p>
<p>Operators of excavators use an equipment inspection app pre-operation to evaluate the job site, utilities, and equipment, access means, area atmosphere, and support systems. This ensures that issues are identified and resolved before starting excavation and trenching. By having the ability to conduct <a href="https://safetyculture.com/checklists/excavation-and-trench-safety/" rel="noopener">heavy equipment inspections</a> on a mobile device even without an internet connection and auto-generate quality reports on the go, they can save time and focus more on safety.</p>
<h3>5. Safety Harness Equipment Users</h3>
<p class="center"><a href="https://safetyculture.com/checklists/fall-protection-harness/" rel="noopener"><img loading="lazy" decoding="async" class="aligncenter wp-image-27177" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/safety-harness-equipment-inspection-software-1.png" alt="safety harness equipment inspection software" width="600" height="228" /></a></p>
<p>Occupational health and safety regulators around the world such as <a href="https://www.osha.gov/sites/default/files/2018-12/fy15_sh-27664-sh5_Lifeline_Harness_Inspection_Guide.pdf" rel="noopener">OSHA</a>, <a href="http://www.hse.gov.uk/pubns/indg367.pdf" rel="noopener">HSE</a>, and <a href="https://www.safeworkaustralia.gov.au/system/files/documents/1705/mcop-managing-the-risk-of-falls-at-workplaces-v2.pdf" rel="noopener">SafeWork</a> require regular inspections and proper maintenance or storage of fall protection equipment. With the aid of equipment inspection software, construction sites can efficiently comply with this requirement.</p>
<p>They use<a href="https://safetyculture.com/checklists/fall-protection-harness/" rel="noopener"> digital safety harness inspection checklists</a> to verify the integrity of safety harnesses and reduce the risk of falling at their sites. They are also able to comprehensively check if aspects of the safety harness equipment (e.g., labeling, webbing, stitching, D-rings, lanyards, and snap hook-ends) are in good condition before letting workers use them.</p>
<h3>6. Scaffolders</h3>
<p class="center"><a href="https://safetyculture.com/checklists/scaffolding-safety/" rel="noopener"><img loading="lazy" decoding="async" class="aligncenter wp-image-27180" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/scaffolding-equipment-inspection-software-1.png" alt="scaffolding equipment inspection software" width="600" height="228" /></a></p>
<p>Erectors and users involved in scaffolding work must be protected through scaffolding safety inspections. Through <a href="https://safetyculture.com/checklists/scaffolding-safety/" rel="noopener">scaffold inspections</a> done with the equipment inspection software, scaffolders can manage and control the inherent risks of scaffolding work. This digital tool helps them easily record and report the apparent and underlying hazards that threaten the stability of the ground and the scaffolding structure they are working on.</p>
<h3>7. Heavy Vehicle Drivers</h3>
<p class="center"><a href="https://safetyculture.com/checklists/heavy-vehicle-inspection/" rel="noopener"><img loading="lazy" decoding="async" class="aligncenter wp-image-27178" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/heavy-vehicle-equipment-inspection-software-1.png" alt="heavy vehicle equipment inspection software" width="600" height="228" /></a></p>
<p>Heavy vehicles are equipment used thoroughly at construction sites. They must undergo regular inspections, but at the same time, these inspections also need to be done efficiently to avoid impeding operations. With the help of equipment inspection software, drivers of these heavy vehicles can create different checklists, such as <a href="https://safetyculture.com/checklists/heavy-vehicle-inspection/" rel="noopener">general heavy vehicle inspections</a>, daily truck maintenance, driver training, and accident report forms. With all these forms in one central app, they won’t have to bring piles of paperwork into the vehicle.</p>
<p><span style="font-weight: 400;">Ensuring that operating equipment remains as safe as possible is vital to having a successful construction project. Complying with regulations and rules of safety committees like the OSHA standards also generally minimizes incidents in accident-prone industries.</span></p>
<p><span style="font-weight: 400;">As such, it is important to be equipped with technology such as equipment inspection software that helps you provide a safe working environment for equipment operators while also providing the best quality of work for construction projects.</span></p>


Equipment Inspection Form & PDF Reports

Equipment Inspector Industrial Setting|Equipment Inspector|Equipment Inspection Form|Kitchen Equipment Form

Equipment Inspection Form

<h2>What is a Trailer Inspection Form?</h2>
<p>Commonly used by truck drivers, a <a href="#featured-block">trailer inspection form</a> is a tool used for thoroughly checking the condition of a truck and trailer. Crucial to maintaining the good working condition of trailers, a good trailer inspection form guides the driver on what to check and what to look out for during trailer inspections in compliance with regulations.</p>
<h2>How to Conduct the 17-Point Truck and Trailer Inspection</h2>
<p>As a <a href="https://www.cbp.gov/sites/default/files/documents/17_pic.pdf" rel="noopener">requirement of US Customs and Border Protection</a> for trucks and trailers bound to enter US borders, truck drivers can benefit from being familiar with the <a href="#3">17 points to inspect</a> using a truck and trailer inspection form. Here’s a quick guide on the 17 points to check:</p>
<ol>
<li><strong>Bumper</strong> &#8211; Check under the bumper using your flashlight and inspection mirror to ensure that there’s nothing on the underside of the bumper.</li>
<li><strong>Engine</strong> &#8211; Make sure that the engine is turned off first before checking the compartments and removing the filter. Make use of a mirror to ensure that all surfaces are inspected.</li>
<li><strong>Tires (truck and trailer)</strong> &#8211; Use a tool to vibrate all the tires of the truck and the trailer. Check the spare tire and compartment as well.</li>
<li><strong>Truck’s Floor</strong> &#8211; Get into the truck and check the floor. Look under the carpet and ensure that there are no other people.</li>
<li><strong>Fuel Tanks</strong> &#8211; Tap the fuel tank and listen for void sound. Use your flashlight and look inside the tank.</li>
<li><strong>Cab/Storage Compartments</strong> &#8211; Check and make sure that the storage compartments are locked. Inspect the cab inside and outside.</li>
<li><strong>Air Tanks</strong> &#8211; On the truck, tap and listen for void sound. On the trailer, inspect for any weld marks.</li>
<li><strong>Drive Shafts</strong> &#8211; Look closely to check for repairs or new paint. Tap and listen for a hollow sound.</li>
<li><strong>Fifth Wheel</strong> &#8211; Check empty spaces and the security of the battery area.</li>
<li><strong>Outside/Undercarriage</strong> &#8211; Use your mirror to check the inside lip. Inspect the area of the rear lights.</li>
<li><strong>Outside/Inside Doors</strong> &#8211; Check the locking mechanism and ensure that the bolts, rivets, and door hinges are secure. Look closely and observe if there are any weld marks or repairs.</li>
<li><strong>Trailer Floor</strong> &#8211; Look inside the trailer and check if the floor is flat and not lifted. Make sure that the planks are bolted down.</li>
<li><strong>Side Walls</strong> &#8211; Check the side walls for any indication of new or loose panels. If there is a loose panel, use your flashlight and take a look inside.</li>
<li><strong>Front Wall</strong> &#8211; Check if the front wall panels are secure and look closely for any signs of repair. Measure the length to ensure that there is no false wall.</li>
<li><strong>Ceiling/Roof</strong> &#8211; Measure the height from floor to ceiling make sure that there is no false roof. On the roof, check for new rivets and any signs of repair.</li>
<li><strong>Refrigeration Unit (if any)</strong> &#8211; Turn off the refrigeration unit before you open the doors to look inside using your flashlight.</li>
<li><strong>Exhaust</strong> &#8211; Be careful as the exhaust might be hot during the inspection. Look for taped packages and make sure that the exhaust is not loose.</li>
</ol>
<h2>Challenge of Using Paper-based Inspection Forms</h2>
<p>Using paper-based trailer inspection forms have inherent disadvantages. They can get damaged, hand written notes can be difficult to read, and worse is that they can get lost when one of the reasons they are used in the first place is to have a guide and documentation for the trailer inspection. Using a digital inspection tool that is readily available and easy to use can solve these issues and more.</p>


Trailer Inspection Form and PDF Reports

Automotive

Trailer Inspection Form

<h2><b>Importance of Contact Tracing Amidst The COVID-19 Pandemic</b></h2>
<p><span style="font-weight: 400;">Even before the current COVID-19 pandemic, contact tracing has been used to help contain the transmission of infectious global diseases, such as measles, Ebola (2014), and SARS-CoV(2002); with the current COVID-19 pandemic the world is facing,  </span><span style="font-weight: 400;">contact tracing especially plays a vital role</span><span style="font-weight: 400;"> in breaking the chains of human-to-human transmission of the SARS-CoV-2 coronavirus, which can be spread by people who have no symptoms. </span></p>
<p><a href="https://apps.who.int/iris/rest/bitstreams/1279465/retrieve"><span style="font-weight: 400;">In the context of COVID-19,</span></a><span style="font-weight: 400;"> contact tracing requires identifying persons, listed on a contact tracing form,  who may have been exposed to a person with COVID-19 and following them up daily for 14 days from the last point of exposure. As COVID-19 transmission can happen before symptoms appear, contacts should remain in self-quarantine during the 14-day monitoring period to restrain the possibility of exposing other people to infection should they become ill. </span></p>
<p><span style="font-weight: 400;">With contact tracing, all potential cases are identified, quarantined, and followed-up to ensure rapid isolation, testing, and treatment in case they develop symptoms. The process also helps public officials develop appropriate policy decisions around stay at home orders, travel restrictions, and economic shutdowns. </span><span style="font-weight: 400;">Along with the proper implementation of testing, social distancing, and quarantine protocols, contact tracing serves as an essential public health strategy against epidemics. </span></p>
<h2><b>Contact Tracing: How Is It Done?</b></h2>
<p><span style="font-weight: 400;">The World Health Organization (WHO) has summarized the contact tracing process into three basic steps: </span></p>
<p><img loading="lazy" decoding="async" class="aligncenter wp-image-44577 size-full" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/contact_tracing_form_flowchart_iauditor.png" alt="CDC contact tracing form flowchart" width="792" height="612" /></p>
<h3><b>Contact identification</b></h3>
<p><span style="font-weight: 400;">Once someone is confirmed as infected with a virus, contacts are identified by asking about the person’s activities and the activities and roles of the people around them since onset of illness. Contacts can be anyone who has been in contact with an infected person: family members, work colleagues, friends, or health care providers. All of these should be properly recorded on the contact tracing form. </span><span style="font-weight: 400;"><br />
</span></p>
<h3><b>Contact listing</b></h3>
<p><span style="font-weight: 400;">All persons considered to have contact with the infected person should be listed as contacts. Efforts should be made to identify every listed contact and to inform them of their contact status, what it means, the actions that will follow, and the importance of receiving early care if they develop symptoms. Contacts should also be provided with information about prevention of the disease. In some cases, quarantine or isolation is required for high risk contacts, either at home, or in hospital.</span><span style="font-weight: 400;"><br />
</span></p>
<h3><b>Contact follow-up</b></h3>
<p><span style="font-weight: 400;">Regular follow-up should be conducted with all contacts to monitor for symptoms and test for signs of infection.</span></p>


Contact Tracing Form

Formular zur Ermittlung von Kontaktpersonen bei Corona-Infektion|Formular zur Ermittlung von Kontaktpersonen im Falle einer Corona-Infektion|Formular für Corona-Kontakperson: Erklärung als Flussdiagramm.|Contact Tracing Form

Public Safety

<h2>What is the Purpose of a Work Instruction Template?</h2>
<p>A work instruction template is essential to businesses in various industries, providing a clear roadmap for achieving specific tasks and projects. It serves as a comprehensive guide to the team in performing certain tasks including the step-by-step processes, project requirements, tools, materials to be used, and other policies that will help them perform their task accurately. It also helps boost employee efficiency and productivity, among its other benefits:</p>
<h3>Error Reduction</h3>
<p>One of the core objectives of a work instruction template is to reduce errors and improve the accuracy of task execution. By clearly defining each step, along with relevant safety precautions and <a href="https://safetyculture.com/topics/quality-assurance-and-quality-control/quality-standards/">quality standards</a>, these templates help employees avoid mistakes in doing their jobs and produce reliable outcomes.</p>
<h3>Training and Onboarding</h3>
<p>Work instruction templates offer a comprehensive guide that simplifies the learning process, enabling newcomers to quickly grasp the necessary procedures and carry out tasks effectively. This is especially helpful in industries with complex or safety-sensitive processes, including <a href="https://safetyculture.com/construction/">construction</a>, <a href="https://safetyculture.com/topics/food-safety/">food manufacturing</a>, and <a href="https://safetyculture.com/topics/oil-and-gas-production/">oil and gas production</a>.</p>
<h3>Regulatory Compliance</h3>
<p>In sectors subject to regulatory oversight, such as healthcare, <a href="https://safetyculture.com/manufacturing/">manufacturing</a>, and aerospace, work instruction templates aid in achieving and demonstrating compliance. They document the procedures and safety measures required by regulators, ensuring that an organization follows established standards.</p>
<h3>Knowledge Retention and Transfer</h3>
<p>Work instruction templates help capture the expertise of experienced employees, making it available for future reference. This knowledge transfer is vital for preserving best practices and ensuring operational continuity, even when experienced employees leave the organization.</p>
<h2>How to Write a Work Instruction Using a Template</h2>
<p>Writing <a href="https://safetyculture.com/topics/work-instruction/">work instructions</a> is crucial as it’s one of the foundations of a project. The person who will create work instructions should be well-informed, trained, and oriented about the subject matter. This is because a work instruction should be easy to comprehend, clear, and precise for every team member or stakeholder who will read and understand it as their reference.</p>
<p>To guide you, follow these steps to write work instructions using a template:</p>
<h3>1. Provide general information.</h3>
<p>Gather all the necessary information prior to constructing the work instruction, including the high-level <a href="https://safetyculture.com/topics/policies-and-procedures/">procedures, policies</a>, and task dependencies. Note that it’s important to provide the context of the project or task assigned. Also, give an overview of the purpose of the job and identify the project or task owners.</p>
<h3>2. Present a step-by-step procedure.</h3>
<p>State clear and simple details of the project on how it should be done. It should be easy to understand and can be followed immediately to ensure that every action is carried out by the task owners. It should also include the materials, references, or visuals to support the work instructions, as needed.</p>
<h3>3. Validate the task.</h3>
<p>Work instructions should be written by Subject-Matter Experts (SMEs) to ensure that every detail of the instruction is accurate and within the <a href="https://safetyculture.com/checklists/scope-of-work/">scope of work</a>. Utilize the template’s sections to accurately document each detail.</p>
<h3>4. Keep it simple.</h3>
<p>Work instructions should be user-friendly and formatted for easy reading. It should be in sequential order and refrain from using complex words such as jargon (unless highly necessary), acronyms, and technical terms that can’t be understood by the intended user. Make sure to use appropriate language and keep the work instructions short and concise.</p>
<h3>5. Test the instructions.</h3>
<p>Let a colleague follow the steps. Identify if there’s any confusion or unclear instructions that would lead to improper processing of the task. Doing this would help to immediately correct the work instruction template prior to dissemination to the task owners.</p>
<h3>6. Keep it documented.</h3>
<p>Record the work instructions on a template and distribute the exported templates as reports or reference documents to task owners. Ensure they read and validate it prior to task execution. Also, review the work instructions regularly and update them if necessary. Lastly, save it so that anyone who may need it can access it.</p>
<h2>Work Instruction Template Examples</h2>
<p>Whether you&#8217;re seeking to create or improve your own work instruction templates, achieve your objectives with greater efficiency and precision using this work instruction template example as a valuable reference point:</p>
<div id="attachment_196249" style="width: 610px" class="wp-caption aligncenter"><a href="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2024/07/Work-Instruction-Template-Sample-Report.pdf"><img aria-describedby="caption-attachment-196249" loading="lazy" decoding="async" class="wp-image-196249 size-full" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2023/12/Safety-Work-Instruction-Template-Sample-Report.png" alt="Safety Work Instruction Template Sample Report" width="600" height="800" /></a><p id="caption-attachment-196249" class="wp-caption-text"><a href="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2024/07/Work-Instruction-Template-Sample-Report.pdf" target="_blank" rel="noopener">Work Instruction Sample PDF Report | SafetyCulture</a></p></div>
<p>&nbsp;</p>


How do work instruction templates relate to standard operating procedures (SOPs)?

Are work instruction templates useful for documenting complex or multistep processes?

Can work instruction templates be used in ISO or quality management systems?

FAQs About Work Instruction Templates

Work Instruction Templates

manager instructs new hires using a work instruction template

Work Instruction Template

<h2>Why use Project Management Templates?</h2>
<p>Project management templates aid project leads to avoid <a href="https://project-management.com/top-10-main-causes-of-project-failure/" rel="noopener">project management pitfalls</a> such as poor project planning, weak resource management, and ineffective communication, which cause almost two-thirds of projects to fail. Moreover, project leads are able to achieve the following for their projects:</p>
<ul>
<li>I<strong>mprove communication at every level of management<br />
</strong>Communication may sound elementary, but it is arguably the most important project management element that many lacks. In fact, 28% of a web survey involving more than 1,000 respondents cited <a href="https://www.computerworld.com/article/2543770/survey--poor-communication-causes-most-it-project-failures.html" rel="noopener">poor communications as the top cause of project failure</a>. Having project management templates allows leads to account for all the communication requirements of a project and plan for a communication strategy that encourages collaboration among all levels of the project team.</li>
<li><strong>Precisely scope projects and allocate the right resources<br />
</strong>Poor resource allocation, or the process of assigning and scheduling the best available project resources, is cited to be the second most frequent cause of project failures. With a template (e.g. <a href="https://safetyculture.com/checklists/project-charter/" rel="noopener">project charter template</a>), it is easier to have a uniformed process of scoping projects across an organization and ensuring that the right resources are identified and allocated before starting a project.</li>
<li><strong>Save time and achieve project milestones on time<br />
</strong>The initial project setup can be time-consuming, especially if project managers have to always create project management plan templates for every new venture. The availability of project management templates can significantly help improve efficiency from the get-go by eliminating the extensive amount of time to think about what or what should not be included in the template.</li>
<li><strong>Reduce risk<br />
</strong>Project leads  know that all projects have risks, (e.g. delays, schedule conflicts, emergencies, fortuitous events, and client reviews), but also recognize that they have to be identified and managed so that their negative impact on the project will be minimized. A project <a href="https://safetyculture.com/checklists/risk-management-plan-templates/" rel="noopener">risk management template</a>, for an instance, can help guide leads to know where to immediately look at, assess the level of an identified risk, and assign it to a responsible person who can be accountable for it.</li>
<li><strong>Reinforce the need for documented processes<br />
</strong>Utilizing a project management template underpins the need to have a process that is well-documented and archived. Having secured data readily available at any time can be essential for the success of current and future projects. The template can hold all relevant information that interested parties can easily access and refer to help deliver their projects successfully.</li>
</ul>
<h2>5 Phases of Project Management</h2>
<p>The <a href="https://project-management.com/project-management-phases/" rel="noopener">Project Management Institute (PMI)</a> have originally developed five phases of project management:</p>
<p><img loading="lazy" decoding="async" class="size-full wp-image-100211 aligncenter" src="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2025/01/5-Phases-of-Project-Management.png" alt="5 Phases of Project Management" width="700" height="400" srcset="https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2025/01/5-Phases-of-Project-Management.png 700w, https://wp-website.safetyculture.com/wp-content/uploads/sites/3/2025/01/5-Phases-of-Project-Management-300x171.png 300w" sizes="auto, (max-width: 700px) 100vw, 700px" /></p>
<h3>1. <a href="https://safetyculture.com/topics/project-management-system/project-initiation/"><strong>Project Initiation</strong></a></h3>
<p>A project is formally started, named, and defined at a broad level during this phase. Project sponsors and other important stakeholders due diligently decide whether or not to commit to a project. Depending on the nature of the project, feasibility studies are conducted. Or, as it may require, in an IT project – requirement gathering and analysis are performed in this phase. In the construction industry, a <a href="#3">project charter</a> is completed in this phase.</p>
<h3><strong>2. Project Planning</strong></h3>
<p>This phase kickstarts the creation of a project management plan, which accounts for the cost, scope, duration, quality, communication, risk, and resources necessary for a project. Some processes that are often completed during this stage are the development of Work Breakdown Structure (WBS), the definition of deliverables and tasks, milestone charts, and modes of communication.</p>
<h3><strong>3. <a href="https://safetyculture.com/topics/project-management-system/project-execution/">Project Execution</a></strong></h3>
<p>This is when a project deliverable is developed and completed, adhering to a mapped-out <a href="https://safetyculture.com/checklists/project-execution-plan/">plan</a>. Teams are involved and informed of their responsibilities. Majority of tasks during this phase capture project metrics through tasks like status meetings and project status updates, other status reports, human resource needs, and performance reports.</p>
<h3><strong>4. Project Monitoring and Control</strong></h3>
<p>Occurring at the same time as the execution phase, the <a href="https://safetyculture.com/topics/project-management-system/project-monitoring-and-control/">monitoring and control phase</a> deals with measuring the project performance and progression in accordance with the project plan. Scope verification and control occur to check and monitor for scope creep, and change of control to track and manage <a href="https://safetyculture.com/checklists/change-request/">changes</a> to project requirements. Calculating key performance indicators (KPIs) for cost and time are done to measure the degree of variation if any, and in which case corrective measures are determined and suggested to keep a project on track.</p>
<h3><strong>5. Project Closure</strong></h3>
<p>A project is formally closed. It includes a series of important tasks such as delivering the product, relieving resources, rewarding team members, and formal termination of contractors in case they were employed on the project. It also involves project leads to conduct a post-mortem of the project to evaluate and document the learnings they gathered from the project and experience.</p>


Project Management Template

project management template featured (1)|project management template banner|5 Phases of Project Management||Project Status Report

One-stop shop for workplace safety equipment

SafetyCulture Care, combining risk management, tech, and insurance

SafetyDocs, trusted workplace health, safety, and quality documents

Scale with confidence and dedicated support

Browse quick guides for the SafetyCulture platform

Call, email, or chat with our friendly support team

Learn from peers, share expertise, and keep connected to product news

Safety, Operations & Quality Management Digital Checklists