Health & Safety in Construction – Safety Documentation

by Chas Bray | Nov 23, 2022 | Blog

Part 6

In previous blogs we have discussed the main roles and responsibilities of key duty holders within The Construction Design & Management Regulations 2015 (CDM 2015), we have also discussed the main documentation requirements to ensure CDM compliance. In this blog I want to cover the requirements for completing other safety documentation, such as safety reports/registers and forms, all of which should be part of your organisations’ safety management system (SMS).

What are Safety Reports & Forms (Registers)?

Safety reports and forms (registers) are live working documents that must be completed during the construction phases of the project (including mobilization), these ensure that all activities are carried out in accordance with the agreed safe system of work (SSOW). For example:

  • Ensuring that all plant and lifting equipment is serviceable.
  • All fire points are serviceable and sufficient for the works being conducted.
  • Permits are generated to control high risk activities.
  • Toolbox talks (safety refresher training) are conducted.
  • Welfare facilities are clean and suitable for site activities.

When acting as a Trade Contractor (TC) or a Principal Contractor on a construction project, you are required to generate a Project Safety Manual (Folder), that will need to contain the following reports, forms (registers), as applicable based on scope of works:

  • Accident book
  • Risk assessment
  • Toolbox talk records
  • Plant and equipment registers
  • Fire risk assessment
  • Electrical safety assessment
  • H&S induction records
  • Site rules and regulations
  • PPE usage records

The CDM regulations are a set of health and safety regulations that apply to all construction projects in Great Britain. The regulations aim to improve health and safety in the construction industry by ensuring that all projects are planned and managed in a safe way.

  • Fire Risk Assessment (FRA):
    • All construction projects are required to have a site-specific Fire Risk Assessment (FRA) in place, this will need to be compiled by the Principal Contractor, or the Trade Contractor on a single contractor project.
    • The FRA will contain the following information:

Health and Safety fire assessment

    • Site Logistics Plan/Traffic Management Plan (TMP):
      • A Site Logistics Plan focuses specifically on construction supply chains and how their impact on the project and road networks can be reduced. The construction supply chain covers all movements of goods, waste and servicing activity to and from the project.
        Further guidance: clp_guidance_clocs_final.pdf
      • A Traffic Management Plan (TMP) covers the safe movement of construction vehicles around the project, ensuring pedestrian segregation/correct safety signage/suitability of use (vehicle/equipment type).
        Further guidance: Construction – Traffic management on construction sites (

Health and Safety fire assessment

    • Temporary Works Register (TWR)
      • A Temporary Works Register should be compiled for construction projects that have to undertake temporary works as part of the construction phase. This could be for example:
        • Hoarding
        • Propping/shoring
        • Excavations
        • Scaffolding etc

Further guidance: Temporary works—Construction health & safety (

    • Site Environmental Plan
      • This will include the environmental risk assessments for the project, including any environmental restrictions, control measures and emergency response plans
    • Permit Register
      • The Permit Register will contain details of all site permit procedures and permit templates to be used. This can include a register of all live permits on a day by day basis, examples are as follows:
        • Hot Works Permit
        • Excavation Permit
        • Permit To Enter
        • Confined Spaces Permit
        • Lockout Permit (services isolation)
      • Plant Register (PUWER – Provision & Use of Work Equipment)
        • This will comprise a list of Plant Equipment on site, detailing maintenance and inspection requirements (dates of last inspection and next inspection), ensuring that all plant equipment remains serviceable at all times.
      • Lifting Equipment Register (LOLER – Lifting Operations & Lifting Equipment)
        • The Lifting Equipment Register will comprise a list of all Lifting Equipment & Accessories on site, detailing next examination date. This ensures that all lifting equipment has been examined by a competent person within the last 6/12 months.

Notify Technology can assist with the compilation of all your required records/registers and toolbox talks by using their Template Manager function, see below:

Health and Safety fire assessment

I strongly recommend a free demonstration to understand how Notify can help regarding your site documentation requirements.

By Chas Bray, Specialist Consultant

Further blog to follow in this series covering CDM Compliance:

      • Part 7 – Health & Safety File Requirements (BONUS blog)

References Used: