Published 28 Jan 2022
What is a Safety Observation Report?
A safety observation report is a tool used by safety officers to document hazards as well as safety commendations in the workplace. Performing and documenting regular safety observations not only ensures a safer workplace but it can also help share best practices with other teams.
The general safety observation report can be used for general building and office environments. Key areas critical to health and safety are included here such as work environment, electrical hazards, fire safety and equipment etc. Use this template by following the points below:
- Document your safety observations across the relevant sections of Safety Mentions, Opportunity for Improvement or Critical Items
- Select category an item belongs to (Accessibility, Personal Protective Equipment (PPE), Fire Safety Equipment & Procedures, Lighting, etc.)
- Provide detailed description of the safety observation and take photo evidence
- Set and assign corrective measure
- Leave your digital signature
This article will briefly discuss:
- writing a safety observation in 5 steps;
- tips on completing a safety observation report;
- how to use iAuditor for safety observations;
A good safety observation report should be comprehensive and provide the details needed by the organization for future improvements on health and safety in the workplace. In writing safety observations, the following tips can be used to effectively produce a comprehensive report. These tips is applied before and during the process of writing observation reports:
Identify what to observe
The first step to writing a safety observation is to determine it’s focus. Safety observations are done by observing common areas, equipment, or procedures in the workplace that can affect the health and safety of employees. Different workplace industries require different key areas of focus when it comes to safety. However, here are the important categories to inspect when performing a safety observation for any given workplace:
- Common Working Areas
These are areas where workers spend most of their time either working or passing through. A safe and tidy working area can minimize the risk of employee injury, health hazards, and productivity loss.
- What to check: lighting, accessibility, temperature, humidity, dry floor/ even pavement, no sharp edges of work tables or chairs, appropriate work tools, and ergonomics.
- Personal Protective Equipment (PPE)
PPE is used to protect employees from physical harm. Not wearing or wearing damaged equipment may lead to serious injury.
- What to check: availability, condition, and appropriateness of PPEs, damage, the ratio of employees vs available PPE, and training.
- Fire Safety Equipment and Procedures
Safety equipment and procedures must be available and accessible at all times to employees in case of fire-related emergencies.
- What to check: fire extinguishers, evacuation posters, fire drills, first aid kits, emergency lighting, sprinklers, fire alarms, and emergency exits.
- Electrical Hazards
Faulty and messy wiring can cause trip hazards, fire, electrocution, and property damage.
- What to check: wiring, outlet locations, extension cords, and electric equipment.
- Proper Storage
Proper storage of documents, materials, and equipment can minimize trip hazards and injuries from manual handling.
- What to check: tidiness, appropriate signage, proper location storage, and ergonomic manual handling.
Indicate the timeframe of the observation
Another thing to consider when writing down an observation report is timeframe. Observations can run for a day, a month, or more. Deciding the timeframe will vary depending on the focus of your observation and how much data is needed to quantify and understand the results of your observation.
Pay Attention to Details and Take Notes
Focus on the area or equipment and see if there are any changes during the given timeframe of the observation. Note down notable impressions as you do the observation to ensure the accuracy of the information in your observation report.
Support with evidence
The quality of observation reports can be enhanced through multimedia such as photos, videos, or audio recordings. The most commonly used among these are photographs, as they are easy to capture and attach to the reports. Support observation reports with photographs to effectively capture and illustrate significant findings during observation.
A common question about safety observation is “what form is used to record safety observations in the workplace?”. There are various tools and resources available that can help in conducting observations and writing down reports. Many of these tools are now digital which can help in simplifying and streamlining the whole observation process. We have collected safety observation report templates that are downloadable and customizable according to workplace safety observation needs.
Begin your safety observation by critically examining key areas of your workplace (examples above) and identify them according to the following:
- Safety Mentions
Identify what is being done correctly in terms of safety. These observations should be based on best practices, encouraged and shared with other teams.
- Opportunity for Improvement
Identify observations that could benefit from best practices or safety ideas you may have. These items do not pose an immediate safety risk but could be improved to further defenses or improve processes and communication.
- Critical Item
Identify areas which pose risk of injury or harm to workers. These items should be addressed immediately and communicated directly to the office manager and relevant teams.
Include a brief description of the safety observation and photo evidence with a detailed caption. A summary of recommendations and needed corrective measures are also included in the report to address all areas important to health and safety. Click here to preview a sample completed report.
iAuditor by SafetyCulture is a versatile mobile inspection and checklist app that can help streamline your safety observations. No need for multiple devices and applications to capture photos and create a detailed report. Conduct your safety observations using a hand-held device and generate a final PDF report without leaving the site. Capture photos, add detailed notes, and assign corrective measures in a few taps.
To save you time we have created these safety observation report templates which cover general, construction, and warehouse industries. Download and customize them for free:
Featured Safety Observation Reports
Construction safety managers can use this safety observation card template to report on various parts of site safety. The safety observation card template includes sections on the following:
- Communication and procedures
- Working habits and competency
- Housekeeping and work environment
- Safe acts observed and commendations
- At-risk behaviors observed
- Corrective actions required
Safety officers can use this safety observation form to spot hazards in the workplace. With each hazard identified, the safety officer will be prompted to select one of the five controls: PPE, administrative, engineering, substitution, and elimination. To help safety officers decide which control to implement, the safety observation form also includes a visual reference to the hierarchy of controls.