Digital health and safety audit template for construction

Health and safety audits play an important role in the systematic appraisal and assessment of how activities and the environment influence the safety of those on-site. 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

It is a shocking fact that 20% of all workplace fatalities happen in the construction industry – yet the sector employs only 7% of American workers. One key way of tackling this problem is through health & safety audits.

What is a health and safety audit?

A health and safety audit is an assessment of an organization’s activities and compliance with safety standards. Many construction companies conduct their own in-house health and safety audits on a regular basis to ensure they are compliant. You may also receive a visit from the Occupational Safety and Health Administration (OSHA). These inspections may be random, or they may have been triggered by a complaint or following an incident on a site.

A construction health and safety audit will:

  • Identify risks in the workplace and assess the severity of those risks
  • Assess whether your organization has planned and executed safety processes and procedures well
  • Show where you need to improve processes and procedures
  • Assess whether safety processes and procedures are legally compliant
  • Help you to eliminate unsafe or dangerous practices and processes

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

The 1970 Occupational Health and Safety Act defines the general responsibilities employers should meet to minimize risks in the workplace and to “assure safe and healthful working conditions for working men and women”.

For construction companies, Section 5 of the OSH Act is particularly relevant. It requires employers to:

  • Minimize the risk of known hazards
  • Comply with health and safety standards
  • Ensure employees have appropriate protective equipment

You can find a comprehensive list of OSH standards pertaining to the construction industry here.

How to conduct a health and safety audit?

Audit processes differ depending on the organization 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. For example, if you are building a new structure, the specific standards that apply will be different than if you are refitting an established asset.

    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, you may need to divide individual tasks between a qualified team. On the day of the audit, you should coordinate the planned tasks 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 another important aspect of the on-site inspection. This could include the collection of 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, you can use PlanRadar to create, complete, and record a health and safety audit checklist. That checklist enables you to accurately log all risks on site. Once you’ve built your checklist, you can reuse it in all future audits, ensuring that you’re always capturing the same data points.


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  1. Make recommendations based on the data and take action

    Review all collected data and complete analysis of whether the implemented processes are in line with regulatory and internal requirements. Based on this assessment prioritize identified risks and make suggestions for improvements such as an update in employee training methods.

    Tips for effective OSHA audit recommendations:

    • 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

PlanRadar’s health and safety audit template saves you 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 start using it immediately. All information collected with PlanRadar, including identified risks, their location, images, and comments are added automatically to the health and safety audit template.

Whether your report should describe risks in detail or display them in a table with pictures, you can freely customize the look of the health and safety report template to suit your needs. 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. You can also include your company’s logo and branding and any introductory pages. Once you’ve completed the audit, export the finished health and safety report as a PDF just by pushing 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

Time to digitize health & safety audits?

PlanRadar is available as an app for Android, iOS, and Windows devices and is used in more than 45 countries worldwide. You can not only use the software for health and safety audit checklists but also for snagging, site diaries, fire safety reports and more. Additionally, you can create complete reports for all of these tasks within seconds. As a result of digitizing these processes, users save an average of 7 working hours per week.

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

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