Digital health and safety audit template for construction

Health and safety audits play an important role in the systematic appraisal and assessment of how working activities and the working environment influence wellbeing. However, the physical inspection of a construction site is often a time-consuming process. With PlanRadar’s health and safety audit template you can automatically compile data and create full health and safety reports with the press of a button.

Hardhat for health & safety audit

What is a health and safety audit?

Per definition by the Health & Safety Executive (HSE), health and safety audits evaluate the compliance with regulations and measure the performance of implemented activities. Safety audits:

  • Identify risks in the workplace and give an assessment of those risks
  • Assess how well safety processes and procedures are planned and executed in practice
  • Show where improvements in processes and procedures are required
  • Assess whether safety processes and procedures are legally compliant
  • Eliminate unsafe or dangerous practices and processes


Which laws in the UK provide the basis for health and safety audits?

The Health and Safety at Work etc. Act 1974 defines the general responsibilities employers and employees have to minimise risks in the workplace. Regulation 3 of the Management of Health and Safety at Work Regulations 1999 gives a more detailed description of an employer’s duties. It requires employers to assess risks and to put into place suitable and sufficient measures to prevent accidents or injuries.

There is also a legal obligation to record the control measures in place. Consequently, undertaken health and safety audits must be relevant to the activity or area being assessed and should be repeated at regular intervals. From the perspective of an employer, having a comprehensive record of all health and safety measures in place can also prove invaluable in the event of claims.

The UK’s health and safety legislation is designed to protect workers in all fields. However, the nature of construction work means that the risks are greater. According to the HSE, in the period measured from 2018-19 there were 30 fatal injuries to workers, 7 fatal injuries to members of the public and 54,000 non-fatal injuries. This potential for serious harm or death means that the construction industry has a particular interest in carrying out thorough and frequent health and safety audits.

How to conduct a health and safety audit?

Audit processes differ depending on the organisation and the area being audited. The procedure described below gives a general overview of the individual steps in a health and safety audit.

  1. Prepare the audit

    Since no construction project is the same, every audit is different. Try to get an accurate picture of the expected complexity. In any case, it is important to have a systematic process that includes all relevant people and departments. The planned audit should also include a detailed review of previous audits and the measures derived from them. Also, take into account previous records and documentation and ensure that any previous recommendations for improvement have been acted on. Based on this information, create the process and a schedule of the audit.


  1. Conduct the audit

    Depending on the scope of the health and safety audit and the number of people involved, individual tasks might have to be split up if necessary. On the day of the audit, its course should be coordinated with all relevant parties during a kick-off meeting.

    The audit includes a review of all written materials in regard to risk identification and risk control on the construction site. A part of this task is to check for missing or incomplete documents and records. Another main part of the audit is the on-site inspection to check the implementation and management of requirements. Collecting evidence is an important aspect of the on-site inspection and includes the collection of evidence such as photos or interview statements of employees.

    Use PlanRadar for an efficient recording process. The cloud-based software-as-a-service (Saas) is a tool for documenting and communicating data in construction and real estate projects. Also available as an app for mobile devices, PlanRadar can be used to create, complete and record a health and safety audit checklist to accurately log all risks on site.


READING TIP: An overview of all of PlanRadar’s features


  1. Make recommendations based on the data and take action

    Review all collected data and complete an analysis of whether the implemented processes are in line with regulatory and internal requirements. Based on this assessment prioritise identified risks and make suggestions for improvements such as an update in employee training methods. Involve employees and responsible persons in the development and implementation of solutions. Set a date for when the solutions developed must be introduced and evaluate the implementation as it progresses. Make sure that all measures are recorded and documented in writing to create the basis for the next audit.


Digital health and safety audit template

Use PlanRadar’s health and safety audit template to save time and money

Speed up the auditing process with PlanRadar’s health and safety report template and create complete reports within minutes. Our template comes with pre-defined fields for data entry so you can get started right away. All information collected with PlanRadar such as identified risks, location, images, and comments will be added automatically to the health and safety audit template.

Regardless of whether your report should describe risks in detail or display them in a table with many pictures, you can freely customize the look of the health and safety report template to suit your needs or requirements. Apply your own format via drag & drop from existing Word and Excel documents. With just a click you can change existing data fields or add new ones. Include your company’s logo and branding and any introductory pages. Once the audit is done, export the finished health and safety report as a PDF with the push of a button. Digitally sign the finished report on your smartphone or tablet and share it immediately with the necessary parties.

READING TIP: See all of the available report templates here

Exported health and safety report

PlanRadar is your multipurpose tool for construction and real estate projects

PlanRadar is available as an app for Android, iOS, and Windows for all mobile devices. The software is used worldwide not only for health and safety audit checklists but for other purposes including snagging, site diaries, and for creating fire safety reports. You can create complete reports for all of these tasks within seconds. By digitising these processes, users are on average saving up to 7 working hours per week.

Test PlanRadar now for free for 30 days and see how the software can work for your business.