Template

Office Ergonomics Client Assessment

by Elizabeth Velky, from the Community

10+

Use this comprehensive office ergonomics client assessment to evaluate computer workstation setup, posture, and work habits. The template guides data intake for employee details and injury history, assesses seating, torso, shoulder, arm, hand and wrist postures, and documents work pace and break frequency. Capture measurements for desk, chair, keyboard, mouse, and monitor placement, with options for in person, telephonic, or video assessments and photo documentation. Apply step by step workstation modifications, record recommendations for posture, equipment adjustments, stretching, hydration, and follow up. Log observations, measurements, photos, and corrective actions to reduce discomfort, improve safety, and support return to work and accommodation decisions.

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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

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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
Workstation Assessment DSE Checklist
Conduct a thorough workstation assessment focusing on display screen equipment and office ergonomics. This checklist guides reviewers through keyboard and monitor setup, chair adjustment and posture, desk layout and reach, glare control and lighting, air quality and temperature, noise and distractions, and required breaks. Record issues and recommendations, prioritize urgent health and safety actions, and identify equipment improvements to reduce discomfort and risk.
by Adrian Custard, from the Community
Downloads: 0
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Template
Ergonomics Plus Office Ergonomics Checklist
This office ergonomics checklist from Ergonomics Plus helps you evaluate and optimize your workstation for comfort and safety. It covers chair setup and support, proper leg and foot positioning, armrests, keyboard and mouse placement for neutral wrist posture, and monitor alignment at eye level and at an appropriate distance to reduce glare and strain. It also prompts checks for adequate desk space, leg clearance, safe swivel space, and accessories such as headsets for frequent phone use and document holders positioned near the monitor. Use it to identify adjustments that reduce strain and improve daily comfort.
by Tania Clarke, from the Community
Downloads: 200+
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Template
DSE Workstation Assessment - Mobile Mini
This DSE workstation assessment checklist helps employers and DSE users evaluate desk based setups against UK Health and Safety Display Screen Equipment Regulations. It walks through display screen quality, readability, tilt and glare; keyboard positioning and typing technique; mouse setup and wrist support; software suitability; chair stability and adjustments; posture, back and arm support; desk layout and reach; foot position and floor clearance; and environmental factors such as lighting, heat, air and noise. It also covers eye test policy awareness, taking regular breaks, reporting issues and documenting observations with photos and signatures. Suitable for office and remote work to improve ergonomics, reduce risk and demonstrate compliance.
by ANDY HIMSWORTH, from the Community
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Template
Office Ergonomic Evaluation Checklist
Use this comprehensive office ergonomic evaluation checklist to assess workstation setup, posture, and daily computer use. It covers chair fit, keyboard and mouse alignment, monitor placement and glare, document handling, phone use, and work habits. Each section includes clear evaluation prompts and recommended adjustments, from footrests and armrest tuning to monitor height, lighting, and break routines. Ideal for safety teams, HR, and managers to reduce strain, prevent CTD issues, and improve comfort and productivity.
by Christine Oliver, from the Community
Downloads: 20+
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Office Ergonomics Client Assessment

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