Workflow template for Tallyfy

Workplace Health and Safety Inspection Procedure

Use this procedure to carry out your workplace health and safety inspections in a consistent, thorough way. It's designed to help you and your team stay compliant with applicable health and safety regulations and keep everyone on your site safe. DISCLAIMER: This template is provided for general informational purposes only and does not constitute legal, regulatory, or professional safety advice. You're responsible for ensuring your inspections meet all applicable local, state, and federal occupational health and safety laws and standards. Consult a qualified safety professional or legal advisor for guidance specific to your situation.

10 steps

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1
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2
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Process steps

1

Schedule and announce the inspection

1 day from previous step
task
Pick a date and time for the inspection that works for your team and key stakeholders. Send a notice to all relevant staff so they're aware it's coming and can prepare their areas. Confirm the inspection scope and assign an inspection lead before moving forward.
2

Review previous inspection reports

1 day from previous step
task
Pull up your last inspection report and go through any outstanding issues or corrective actions that were logged. Check whether previously identified hazards have been resolved. This review helps you focus your attention on areas that have had recurring problems or have not been fully addressed.
3

Walk through workspace areas

1 day from previous step
task
Conduct a systematic walkthrough of all work areas in your inspection scope. Look for general housekeeping issues, blocked pathways, inadequate lighting, slip and trip hazards, and any other visible risks. Take notes and flag anything that needs a closer look in the steps that follow.
4

Check fire safety and emergency exits

1 day from previous step
task
Inspect all fire extinguishers to confirm they are in their designated locations, fully charged, and within service date. Verify that emergency exits are clearly marked, unobstructed, and operational. Check that evacuation route maps are posted and up to date, and that emergency lighting is working properly.
5

Inspect electrical and equipment safety

1 day from previous step
task
Check electrical panels, outlets, and cords for damage, overloading, or improper use. Inspect machinery and equipment to confirm guards are in place, lockout/tagout procedures are posted, and maintenance records are current. Flag any equipment that is due for servicing or appears unsafe to operate.
6

Assess ergonomic conditions

1 day from previous step
task
Review workstations, seating, and repetitive-motion tasks to identify ergonomic risk factors. Check that monitors, keyboards, and chairs are adjusted to a comfortable and safe position for the people using them. Note any areas where your team members have reported discomfort or where manual handling tasks could be improved.
7

Review chemical storage and labeling

1 day from previous step
task
Walk through all areas where chemicals, solvents, or hazardous materials are stored. Verify that containers are properly labeled, safety data sheets are accessible, and storage conditions match the requirements on each product's documentation. Confirm that incompatible chemicals are stored separately and that spill kits are nearby.
8

Document findings and photograph issues

1 day from previous step
task
Record all findings from your walkthrough in the inspection report, including the location, nature, and severity of each issue. Take clear photographs of any hazards or non-compliant conditions to support your documentation. Make sure your notes are detailed enough that someone who was not on the inspection could understand and act on them.
9

Prioritize and assign corrective actions

1 day from previous step
task
Review all documented findings and assign a risk priority to each one - high, medium, or low - based on the likelihood and potential severity of harm. Assign each corrective action to a responsible person with a clear due date. Share the completed report with relevant managers and team leads so everyone knows what needs to happen next.
10

Follow up on remediation and close out

1 day from previous step
task
Check in with the people responsible for each corrective action to confirm the work has been completed. Verify the fixes in person where possible and update the inspection report to reflect the resolved status. Once all high-priority items are closed out, formally sign off on the inspection and file the completed report for your records.

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