Template

Documents and Records Audit

by Guy Ossongo, from the Community

40+

Use this Documents and Records Audit template to evaluate the effectiveness of your HSEQ document and records system. Check document hierarchy, version control, approval and review dates, and the availability of editable and working copies. Confirm staff access to procedures, policies, work instructions, forms, and records. Review registers, retention periods, archiving of superseded documents, retrieval processes, and disposal plans to maintain compliance.

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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

Community

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 .

Template
Management System and Documents
Use this site audit checklist to review the effectiveness of your management system and documents on construction projects. Verify site office housekeeping, document control, access to current drawings, and secure handling of personal data. Check worker inductions, competency cards, first aid and fire marshal coverage, toolbox talks, and subcontractor RAMS. Confirm equipment registers, calibration, PPE and PAT records, environmental risk controls, and non conformance logging. Capture actions and schedule follow up reviews.
by Cheryl Burgess, from the Community
Downloads: 20+
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Template
Site Records and Procedure Compliance Audit
This construction audit template helps principal contractors verify site records and compliance with procedures in the CPHSP. It guides reviews of training records, working at height readiness and rescue, hot works controls, toolbox talks, RAMS issuance and sign-on, permits to work, mobile plant checks and maintenance, environmental monitoring for noise, dust, vibration and water, temporary works coordination and registers, and waste segregation and documentation. Use it to capture evidence and retain records for due diligence.
by Angus Page, from the Community
Downloads: 10+
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Template
Health and Safety Review Summary
Use this health and safety review summary to evaluate the effectiveness of workplace hazard management. The audit guides reviewers through checking current procedures and accessibility of forms and registers, verifying hazard and risk registers, and assessing reporting quality and incident trends. It prompts confirmation that hazards link to SOPs or SWMS where required, reviews training and use of the elimination and minimization hierarchy, and checks for appropriate health monitoring. It also covers legislation updates, review of inspections and audits, and oversight responsibilities, with space for corrective actions and signatures.
by Scotty Watson, from the Community
Downloads: 20+
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Template
Record of Weekly Safety Documents
This checklist helps site teams record weekly safety documents returned by contractors working on DFL sites. Capture key details such as date and work week number, list each contractor, and verify required documents including TSRA, GA2, GA3, and work permits. Document whether a toolbox talk was completed and attach photos of each document for proof and audit readiness. Use this template to streamline oversight of contractor documentation, improve safety communication, and maintain consistent compliance across projects.
by Martin Codd, from the Community
Downloads: 0
Get

Management System and Documents

Use this site audit checklist to review the effectiveness of your management system and documents on construction projects. Verify site office housekeeping, document control, access to current drawings, and secure handling of personal data. Check worker inductions, competency cards, first aid and fire marshal coverage, toolbox talks, and subcontractor RAMS. Confirm equipment registers, calibration, PPE and PAT records, environmental risk controls, and non conformance logging. Capture actions and schedule follow up reviews.

by Cheryl Burgess, from the Community

20+

Get

Template

Site Records and Procedure Compliance Audit

This construction audit template helps principal contractors verify site records and compliance with procedures in the CPHSP. It guides reviews of training records, working at height readiness and rescue, hot works controls, toolbox talks, RAMS issuance and sign-on, permits to work, mobile plant checks and maintenance, environmental monitoring for noise, dust, vibration and water, temporary works coordination and registers, and waste segregation and documentation. Use it to capture evidence and retain records for due diligence.

by Angus Page, from the Community

10+

Get

Template

Health and Safety Review Summary

Use this health and safety review summary to evaluate the effectiveness of workplace hazard management. The audit guides reviewers through checking current procedures and accessibility of forms and registers, verifying hazard and risk registers, and assessing reporting quality and incident trends. It prompts confirmation that hazards link to SOPs or SWMS where required, reviews training and use of the elimination and minimization hierarchy, and checks for appropriate health monitoring. It also covers legislation updates, review of inspections and audits, and oversight responsibilities, with space for corrective actions and signatures.

by Scotty Watson, from the Community

20+

Get

Template

Record of Weekly Safety Documents

This checklist helps site teams record weekly safety documents returned by contractors working on DFL sites. Capture key details such as date and work week number, list each contractor, and verify required documents including TSRA, GA2, GA3, and work permits. Document whether a toolbox talk was completed and attach photos of each document for proof and audit readiness. Use this template to streamline oversight of contractor documentation, improve safety communication, and maintain consistent compliance across projects.

by Martin Codd, from the Community

Get

Documents and Records Audit

About author

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Management System and Documents

Site Records and Procedure Compliance Audit

Health and Safety Review Summary

Record of Weekly Safety Documents

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Management System and Documents

Site Records and Procedure Compliance Audit

Health and Safety Review Summary

Record of Weekly Safety Documents