How To…Get Site Paperwork Right First Time

Many companies don’t have their safety consultant prepare site risk assessments and method statements for them, they prefer to save a few quid and go it alone.

If you can get it right first time, this is great!

But many don’t and find the paperwork being returned for amendment.  Fine if you’re ahead of yourself, but most trades do turn up on site expecting to start work immediately.

So how do you get it right first time?

How to


Firstly, invest in a ring binder and dividers.  The quicker we check it on site, the quicker you start work!  You can download this list as a freebie thank you for subscribing to weekly ezine.  The download also contains section cover pages for your file to make you the most organised sub-contractor in town!

Next, amend your documents to ensure they have the right:

– Site Name

– Date

– Principal Contractor

Then print it all off and put each document, or documents, in the following sections.

1.Task Risk Assessment and Method Statement.  Make sure all your operatives have signed this.

2. Coshh Assessments, if applicable

3. Working at Height Risk Assessments, if applicable

4. Manual Handling Risk Assessments, if applicable

5. Work Equipment Registerplease ensure this is up to date and completed – don’t put a blank form in!!  Behind this, include any test certificates for your equipment, especially if you have plant and lifting equipment.

6. Personnel Training.  CSCS cards, any licences, inspection qualifications, trade qualifications and make sure they match up to who you are sending on the job.

7. Membership Certificates.  Such as, Gas Safe, Niceic, Fensa, SMAS, Constructionline, CHAS, ISO Certificates anything you pay to be a member of.

8.  Insurance Certificates and Schedules.  For both employers and public liability plus contractors all risk if you carry it.


It is that easy.  A little organisation goes a long, long way and saves so much time on site.  You may think you are only doing a small job and that it is all unncessary but the company you are working for has a legal duty to ensure you provide all this.

Likewise, your insurance company expects you to comply with the law.  By setting your operatives to work without risk assessments and method statements you are failing in your duties, and may not be covered in the event of an accident.

You can print off the 8 points above on a handy flow chart to follow each time you set up a file.  The download also includes cover sheets for each section!  Simply subscribe to our blog by clicking here, or the image above.

Claire Sheehan is a Chartered Safety Manager specialising in the Construction Industry.  Claire is known for her straight talking approach and for making the lives of hundreds of sub-contractors a damn sight easier!!

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