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Assessment and Inspection Template Library

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Contents:

Overview of the Assessment and Inspection Template Library

Drive Best Practice EH&S Processes

As a health and safety professional, we understand how busy you are. We know how difficult it can be to drive best practice throughout the organisation while being stretched too thin with your day to day responsibilities.

With this in mind, we worked with hundreds of organisations around the world to develop a library of pre-configured templates based on best practice and legislative guidance to help you develop and improve your existing EH&S Management. Enhanced dashboards have also been configured for each template to support you in analysing trends and making informed decisions.

 

The value of these templates is realised through utilising Assure functionality. Assure will enable more people across your organisation to interact and own EHS activities, particularly when accessed through our easy-to-use mobile web application AssureGo+.

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How does the template library help you drive improvements and free up time for proactive activities?

  • Get ahead of the game
    Save time and have an immediate impact through implementing pre-configured best practice templates quickly and easily. Avoid reinventing the wheel and starting from scratch.
  • Access best practice
    Created by EH&S experts based on experience working with 100s of organisations around the world.
  • Broaden your approach
    Extend the scope of your health and safety activities, with access to templates on the go you have the opportunity to engage more people in any location in a wider range of activities.
  • Drive Insights
    More people carrying out more activities will create a flow of data that can be simply visualised within the dashboards, supporting effective management and strategic decision making.
  • Peace of mind. Demonstrate compliance
    Simply and easily assess and demonstrate compliance to the wider business.

Available Assessment and Inspection Library Packs

Assessment Pack

      1. Dynamic Risk Assessment (Safe Plan of Action)
      2. Fire Safety Analysis & Risk Assessment (FRA)
      3. Manual Handling (ART*) - Assessment of Repetitive Tasks
      4. Manual Handling (RAPP) - Risk Assessment Pushing and Pulling
      5. New & Expectant Mothers Assessment 
      6. Remote/Lone Worker Checklist
      7. Ergonomic Workstation Assessment
      8. First Aid Assessment of Need
      9. Manual Handling (MAC) - Manual Handling Assessment Charts
      10. Manual Handling Assessment (LLPP) - Lifting, Lowering, Pushing, Pulling
      11. Point of Work Assessment

 

Inspection Packs

General Inspection Pack 

  • Whatever your business or industry
      1. Asbestos Management Checklist
      2. Contractor Safety Checklist
      3. Health and Safety Inspection
      4. Legionella Checklist
      5. Work at Height Checklist
      6. Contractor Pre-Qualification Questionnaire
      7. Fire Safety Maintenance Checklist (D,W,M,6M,A) - Daily, Weekly, 6-monthly, Annual
      8. Housekeeping Inspection
      9. Vehicle Inspection
      10. Workplace Transport Checklist

 

Specialised Inspection Packs

  • Manufacturing - Add-On
      1. Access Equipment/Ladder Check
      2. Equipment & Machinery Compliance Check
      3. Equipment & Machinery Compliance Check
      4. Racking Inspection
      5. Equipment (Incl-Tools-&-PPE) Inspection Checklist
      6. FLT* Pre-use Checklist - Forklift truck Pre-use Checklist
      7. Pre-Delivery Inspection Form
  • Construction - Add-on
      1. Access Equipment/Ladder Check
      2. Construction Inspection
      3. Excavation Checklist
      4. Scaffold Checklist
      5. Site Set-up Checklist
      6. Construction Health and Safety Inspection (Client Site)
      7. Equipment (Incl-Tools-&-PPE) Inspection Checklist
      8. Lifting Equipment and Operations Checklist
      9. Site Induction Questionnaire
      10. Site Set-up Checklist

Customisations that can be made to the imported templates

Type of Change Can Do Can't Do Notes
Create/Edit Section Text ✔    
Create/Edit Question Text ✔    
Create/Edit Branch Condition ✔   Only able to Edit branches that do not contain hidden/non-visible sections. These branches are used to drive Insights dashboards.
Create/Edit Guidance content ✔   Applies to Question, Section and Template.
Create/Edit Picklists ✔   Excludes modifying picklist weighting so that it reverses the meaning of the picklist caption (e.g. Yes=1, No=0).
Create/Edit Scoring ✔    

Edit Template/Questions to change the following settings:

Mandatory Answer, Actions, Attachments, Notes, Comments, Is Confidential

✔    
Edit Template Name   ✘ Copied templates will not show in the dedicated Insights dashboards.
Delete Branch Condition   ✘ Unless you are going to delete the associated questions too.
Use in other module other than Risk Module   ✘  

 

Purchasing the Assessment and Inspection Library Packs

Purchasing the Library Pack is easy! We recommend contacting your Customer Success Manager for further information on how we can help you with this. 

You can also contact our support team via Evotix Help with any questions or queries that you have regarding these templates. 

Configuring for AssureGO+ and Portal access

Adding a specific template to an existing or new AssureGO+/Portal questionnaire form is straightforward. All you need to do is simply modify your Questionnaire, which will be located in your Settings area in Assure:

 

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Then Edit your desired Questionnaire:

 

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And select your desired Template, then click Save:

 

 

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For further information on configuring Questionnaires for your AssureGO+/Portal forms, please see the link below:

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