Health & Safety questionnaire
Rate the site's risk, record hazards and controls, and sign before you start work.
The Health and Safety questionnaire is the site check you do on arrival. You rate the risk, record any hazards and what you did about them, and sign. If your company requires it, the job’s other tabs stay locked until it is done.
Step by step: complete the questionnaire
- Open the job and tap Health and Safety Questionnaire on the Info tab.
- Choose the risk level: Low Risk, Medium Risk, High Risk or Client Hazard ID.
- Describe the job under Details of task.
- For each hazard, choose the hazard type, the Control Required, and the Detail of action taken.
- Add a photo with Add Image if it helps, or if the questionnaire asks for one.
- If your company asks, enter the occupants on site.
- Tap Complete hazard identification.
- Each person on the job signs under their name, then tap Complete.
The job’s Create and Close tabs unlock, and the job card shows the H icon to say the check is done.
The rules it checks
- A hazard is required unless you chose Low Risk.
- A photo is required for Client Hazard ID, so the office can see what the customer pointed out.
If something is missing, the questionnaire tells you before it lets you finish.
When you have to do it
Your company decides:
- Required - the Create and Close tabs stay locked until it is complete.
- Optional - the button is there, but you can work without it.
- Not used - there is no Health and Safety button on the job.
Some companies replace the standard questionnaire with their own form, built in the Report Designer. The button opens that form instead; it works like any other custom form.
Without signal
You can complete the questionnaire offline. It is kept on the phone and sent when you are back in coverage.
The office side
Hazards and controls come from lists the office keeps in the Scheduler, under HnS Hazards and HnS Controls. See Health & safety settings.
Troubleshooting
- The Create and Close tabs are greyed out. Complete this questionnaire first.
- The hazard you need is not in the list. Choose the nearest and explain in Detail of action taken, then ask the office to add it.
- It will not let you finish. Check you have added a hazard, or a photo for Client Hazard ID.
See also
- Job detail - the tabs this unlocks.
- Custom forms & questionnaires - the other forms on a job.
- Working offline - completing it without signal.