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Pre-Task Risk Assessment (PTRA) Template

by Murray Taylor, from the Community

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This Pre-Task Risk Assessment (PTRA) template helps teams evaluate job risks and verify controls before work begins. It guides users to review procedures and permits, check worker competence and PPE, confirm isolation and lockout, and inspect tools and the work area. The checklist prompts hazard identification across key categories such as process safety, transportation, occupational health, high‑risk machinery, working at heights, electricity, confined spaces, structural integrity, fire ignition sources, security, product quality, liquid bodies, and explosives. It also reinforces safe behaviors including housekeeping, manual handling, line‑of‑fire awareness, and journey management. Use this template to capture deviations, assign corrective actions, and document whether the task can proceed safely.

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy
Eliminate mistakes made by paper-based processes
Create and share professional reports instantly
Confirm accountability and compliance with a digital log

About author

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Pre-Task Risk Assessment (PTRA) Template | Free PDF | Free Template