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What this material is

Hoshen's professional guidance

This material reflects Hoshen's professional practice. It is not legislation and establishes no legal duty. Adapt it to your site, your risks and the requirements that apply to you.

Items marked N/A are not required on every job. Tick only what is relevant to the work in front of you.

Context of the organisation (clause 4)

DoneN/ANotes
The written scope — which sites, activities and processes are included
The interested parties list and their requirements, and when it was last updated
The process map and the interfaces between them

Leadership and worker participation (clause 5)

DoneN/ANotes
The signed policy, and the date it was last approved
Written and current safety roles and responsibilities
Evidence of worker consultation — minutes, surveys, a committee
Safety committee minutes and decision tracking

Planning (clause 6)

DoneN/ANotes
The current risk assessment, and the grading method used
The list of applicable legal requirements and when it was last checked
The annual objectives, each with an owner and a target date
How change is handled — a new process, equipment or material

Support (clause 7)

DoneN/ANotes
The training and certification table, with expiry dates
How a new worker is inducted, and what is recorded
Document control — versions, approval and distribution
How safety information is communicated, and to whom

Operation (clause 8)

DoneN/ANotes
Work instructions and operational controls for the hazardous activities
The contractor induction process and how they are supervised
The permit-to-work system, and permits actually issued
The emergency plan, and the record of the last drill
Safety considerations in procurement and supplier selection

Performance evaluation (clause 9)

DoneN/ANotes
What is measured, how often, and who is responsible
The check of compliance with legal requirements, and when it was last done
The internal audit programme and previous audit reports
The last management review minutes and the decisions taken

Improvement (clause 10)

DoneN/ANotes
Incident and near miss reports, and the investigations done
Corrective actions — status, owner and effectiveness check
Trends over time, not only individual events

The Hoshen service

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Reviewed on: 22 August 2026