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Safety

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Checklists: Tools for Compliance
Copyright © All rights reserved.

by Randy Oglesby
Ken Chapman & Associates, Inc.
 

Managing environmental / health and safety (EHS) issues in an organization can be a daunting task for the EHS professional.  Checklists are convenient tools for expressing a lot of related ideas in an easy-to-read format, and often spell out the steps required to reach a certain goal.  If the goal is environmental and/or health and safety compliance, checklists can be indispensable. 

For an overall picture of the EHS status of a workplace, a self-appraisal checklist can be developed to see whether there are any gaps in the EHS programs that need to be addressed.  Questions that might be asked include:

  • Is there a written policy statement that includes goals for environmental and health and safety?
  • Does the policy statement include goals for environmental and health and safety compliance?
  • Does the company have the written programs required by EPA and OSHA?
  • Is there a environmental and safety and training program, complete with documentation?

This list is, of course, not all-inclusive.  It could become quite lengthy depending on your situation.  However, from the information compiled from such checklists, it becomes easy to see where a company’s environmental and safety strengths and weaknesses lie.  The more detailed the lists, the more complete the picture becomes.

After your overall assessment is completed, details can be fleshed out.  For example, OSHA requires the forklifts be inspected on a regular basis.  This is a good opportunity to use a checklist to ensure the equipment is operating properly and that any defects are found.  If OSHA were to pay your company a visit and see forklifts in use, they most likely would check whether regular maintenance inspections are done.  A signed and dated inspection checklist could be the recorded proof.

Information included in a checklist depends on what type of workplace functions are involved.  For example, if your company produces or uses highly toxic hazardous chemicals, hazard analyses must be done.  If your company is involved with construction activities, such things as fall protection and excavation should be covered.

Getting Started

Developing checklists begins by gathering as much information as you can that relates to the environmental and health and safety management of your workplace.  Areas of concern depend on what job functions are involved.  You should develop checklists for areas such as:

  • Safety and health activities – incentives, tornado and fire drills, etc.
  • Equipment – power presses, forklifts, scaffolding, automobiles, cranes, etc.
  • Processing, receiving, shipping, and storage – equipment, job planning, layout, heights, floor loads, material handling and storage methods, etc.
  • Chemicals – storage and handling, transportation, spills, disposal, amounts used, toxicity or other harmful effects, warning signs, protection clothing and equipment.
  • Building and grounds – floors, walls, ceilings, exits, stairs, walkways, ramps, etc.
  • Housekeeping – waste disposal, tools, objects, materials leakage and spillage, cleaning methods, schedules, remote areas, storage areas
  • Electricity – equipment, fixtures, circuits, insulation, extensions, tools, motors, grounding, NEC compliance.
  • Lighting – type, intensity, controls, conditions, diffusion, location, glare, and shadow control
  • Heating and ventilation – type, effectiveness, temperature, humidity control, natural and artificial ventilation and exhausting.
  • Machinery – points of operation, controls, lighting for tools and equipment, maintenance, lockout, guarding, location.
  • Personnel – previous training, experience, clothing type, personal protective equipment, work practices, housekeeping methods.
  • Hand and power tools – purchasing standards, inspection, storage, repair, types, maintenance, grounding, use, handling.
  • Fire prevention – extinguishers, alarms, sprinklers, smoking rules, exits, flammable materials and dangerous operation, explosion-proof fixtures, waste disposal.
  • Maintenance – regularity, effectiveness, materials and equipment, records, lockout/tagout procedures.
  • Security – gates, locks, lighting, employee identification methods, alarms, emergency action plans
  • Personal protective equipment – type, size, maintenance, repair, storage, assignment.
  • Accident and injury/illness history – recordkeeping, dates, employees involved, OSHA 300 log, worker’s compensation records.

The Hazard Communication Standard and the Hazardous Waste Operations and Emergency Response Standard are other regulations that can be broken down into a checklist.

In all cases, training is required in the development and use of checklists.  With a comprehensive checklist in hand, you can tell what needs to be covered and what has already been covered.  

For more information about Ken Chapman and Associates’ Environmental and Health and Safety Management Programs contact Randy Oglesby at 205.366.0265 or email Randy at rogelsby@leaderscode.com.

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