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Three Key Benefits of Near Miss Reporting

Three Key Benefits of Near Miss Reporting

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Near miss reporting is often described as a free lesson because it enables companies to proactively resolve hazards before a tragic or costly incident occurs. When a worker discovers a potentially dangerous situation, completing a near miss report means the risk can be resolved before it causes harm to their teammates.

Additionally, safety managers can use data from near miss reporting to improve training programs, develop safer work processes, and fix any faulty equipment that could lead to an accident. Proactive safety programs can be developed from compiling near miss data, giving employers the opportunity to resolve systemic risks and provide their crew with the latest safety measures on a daily basis.

When your crew knows that their safety is a priority within your business, morale inevitably goes up. Providing your workers with the resources and training to identify and report near misses helps them know that their well-being is an important aspect of daily operations.

It is important to train your crew on what defines a near miss, why it is important to report such hazards and to lay out a clear reporting process. Many organizations streamline the reporting process with safety management software that includes established checklists and forms for near miss reports. Using a digital solution also gives workers the opportunity for anonymous reporting and saves time that would be spent filling out and delivering paperwork.

As you establish safety programs, remember that the goal of near miss reports is to keep your workers safe and get them looking out for possible risks. This could even include making the narrative around reporting to focus on learning lessons and good catches, rather than a blame game and punitive measures. So many workers may feel uncomfortable reporting near misses for a variety of reasons. You’ll want to change the outlook to recognize their efforts and celebrate the fact that you’re growing safer at your company every day.

Reporting a near miss can ensure that future incidents and injuries are avoided. It keeps your workers safe and helps companies reduce the costs associated with workplace incidents, such as medical expenses, time lost due to injury, accident investigation, and equipment replacement.

Preventing accidents before they happen also means that your worksites can naturally keep up with the latest OSHA regulations. Potential hazards and risks will be removed as they are reported, which means a safer worksite that meets compliance requirements. 


Looking for a safety solution that will provide the benefits of near miss reporting to your team? GoCanvas Safety includes pre-built digital forms so you can streamline your reporting and resolve hazards before incidents occur. Customizable reports and turn-key dashboards mean you can regularly audit and update your safety program, so you can focus on the human factors to keep your team safe. Learn more here.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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Five Ways Safety Management Software Can Help Your Business

Five Ways Safety Management Software Can Help Your Business

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Every day on a jobsite brings different challenges and risks. It is important that no matter the circumstances, your crew is being provided consistent messaging as well as capturing consistent information.

Safety management software helps your team maintain consistency in delivering and documenting data. Standardized forms with required fields and established checklists ensure that the proper information is conveyed and collected for every situation. 

Safety software also helps with accuracy, so when the same tasks are repeated, workers can focus on the procedure without forgetting key pieces of information.

There are times when your teams will have to report to multiple locations, or be spread out across massive worksites. This presents a challenge to make sure the latest safety forms and regulations are distributed in a timely manner.

With many safety software solutions, your crew can get the latest versions of necessary forms on their mobile devices or company tablets. Workers can rapidly complete incident or hazard reports and send them directly to your office systems, so you can keep your team aware and safe.

So much time is wasted trying to collect paper forms from various jobsites, not to mention the amount of effort needed to decipher, catalog, and report on data from multiple sources. 

With the right safety management software, you won’t lose time to waiting for paper forms from daily briefings to be returned at the end of the day or managing documents from multiple worksites. Any standard forms completed by your team can be immediately sent via the safety software, which means you can store and track important data in a single system. 

When it comes to keeping your team safe, it is vital that workers stay up-to-date on the latest OSHA regulations and compliance issues. As you are sharing this information, it is also important to be able to confirm and track who has attended daily briefings, completed certifications, and other safety program milestones.

Safety management software often includes required attendance logs, so you can collect the names and IDs of every employee at each worksite to ensure they are present for the latest daily briefings and toolbox talks. Plus, you can capture details related to the jobsite location, project manager, as well as date and time stamps for every briefing.

Digital safety forms can also include an integrated signature capture field, which means you can have employees verify their attendance and you can collect signatures from your foreman and any safety representative who makes an onsite visit, ensuring compliance measures are met for every situation.

When workers know that their safety is a priority within your business, worksite morale inevitably goes up. Your crew and contractors want to know that their well-being is an important aspect of daily operations. 

Safety management software ensures that your team is informed of the latest potential risks and related precautions, so they know how to stay safe and have confidence that their safety is a priority. 

Using safety software can also provide real-time visibility of your current Certification Programs (including expiration dates and IDs) and active incident reporting. You can quickly share safety program data with customers, fulfilling SLA requirements so you can get jobs done faster while keeping your team safe.


Looking for a safety management software that will provide these benefits to your team? GoCanvas Safety includes pre-built digital forms so you can streamline your planning and ensure that you collect accurate and complete information for every job. Customizable reports and turn-key dashboards mean you can regularly audit and update your safety program, so you can focus on the human factors to keep your team safe. Learn more here.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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Five Steps to Successful Job Safety Analysis

Five Steps to Successful Job Safety Analysis

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Every effective safety program starts with identifying and addressing hazards before incidents occur. Ideally, you will want to perform a Job Safety Analysis (JSA) for every task performed at your worksite. But safety managers and employees have limited time to analyze all of the various jobs associated with their operations. So it’s important to prioritize the jobs to be analyzed, to ensure the most critical are examined first.

OSHA recommends the following criteria when deciding job analysis priority:

  • Jobs with the highest injury or illness rates
  • Jobs with the potential to cause severe or disabling injuries or illness, even if there is no history of previous accidents
  • Jobs in which one simple human error could lead to a severe accident or injury
  • Jobs that are new to your operation or have undergone changes in processes and procedures
  • Jobs complex enough to require written instructions

Once you have decided on a specific job to analyze, you should break down the entire job into a list of tasks to be performed. You will want to list every necessary step from start to finish. 

For example, operating a piece of equipment may include:

  • Preparing for the job
  • Turning on the device
  • Performing the task
  • Shutting down the machine
  • Completing any necessary clean-up

Doing this sort of breakdown and analysis may seem time-consuming, but each of these steps require different safety measures and personal protective equipment (PPE). So it is vital to analyze every step for an overall picture of what hazards could occur during a job.

Now we come to the focus of any JSA – identifying the potential hazards associated with a job. Once you’ve broken down a job into individual steps, you can more easily see the risk present in each task. Many safety managers will even identify hazards in tandem with the task breakdown, as they will be more aware of the environment and potential risks of every step.

As you proceed through the sequence of tasks for a job, it is important to address the following questions:

  • What type of hazard is present?
  • What is the risk level of this hazard?
  • How probable is this hazard?

The answers to these questions can vary depending on the specific potential hazards and work environments associated with each job. Consulting with employees who regularly complete a job is a solid tool to properly identify hazards, as well as using established checklists and resources from digital safety solutions.

Reducing risk and preventing incidents on a job comes down to taking proper preventative measures. The types of prevention available depend on the potential hazards, and can be generally broken down into five categories:

  • Elimination – Physically remove the hazard from the environment
  • Substitution – Replace the hazard with a safer option
  • Engineering controls – Isolate your team from the hazard
  • Administration controls – Change the way people work to avoid the hazard
  • PPE – Protect your team with personal protective equipment

Once a JSA has been completed, the related reports should be documented and made available to your employees. Every worker who performs a job needs to be aware of the associated hazards and what preventive measures will help keep them safe. 

This also means making sure that the reports are easy to access and understand. When a worker is training for a particular job, the related JSAs should be provided to them and confirmed that they were read. This helps keep your team safe and ensures accountability if an incident were to occur on a job.


Looking for a safety solution that covers every step of an effective Job Safety Analysis? GoCanvas Safety includes pre-built digital forms so you can collect accurate and complete information for every job. Established PPE checklists, environment photo capture, and hazard analysis tables means that you get the vital details every time, so you can focus on taking the appropriate actions to keep your team safe. Learn more here.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Four Keys to a Successful Incident Report

Four Keys to a Successful Incident Report

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At every construction worksite, it is vital to report any injuries, near misses, and accidents. Incident report forms are used to document any event that could cause injury to your team, as well as capture details on safety hazards, security issues, and damage to equipment or property. 

As an important part of any safety program, an incident report form should state all the essential information about an event or issue. It should include the following key components to ensure all necessary details are collected and properly documented.

All data collected on an incident report must be easy-to-understand and specific. Having clear and accurate information ensures that the proper corrective action can be efficiently implemented to keep your crew safe.

This means making sure that the correct details are captured as each report is completed, including worksite location, date and time of the incident, contact details, and more. Using digital forms with established checklists and worker information can reduce most potential inaccuracies from the process. Plus, it means your safety manager doesn’t have to decipher handwritten reports as they arrive.

It is important that all essential questions are covered in the incident report. Basic details such as incident location, hazard type, and if anyone was injured are all necessary, but you should also include contact information for workers who witnessed the incident and if a police report was required. 

These comprehensive details will help the safety manager take any future investigation steps without wasting time trying to track down further information.

Photos, blueprints, and diagrams should be included as supplemental materials for incident reports. Making sure to take photos of any injury or damage, as well as capturing images of the surrounding environment, provides more clarity and detail to those who need to review any incident reports.

After completing any report, those who are involved in the incident should sign to validate all of the included information. In most cases, this will be the crew member who witnessed the incident, as well as the supervisor on duty. It is important to capture these signatures for liability purposes and for accountability as the safety manager takes corrective action.


Looking for a safety solution that includes the key components for incident reports? GoCanvas Safety includes pre-built digital forms so you can collect accurate and complete information for every incident. Built-in photo and signature capture means that you get the vital details every time, so you can focus on taking the appropriate actions to keep your team safe. Learn more here.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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Five Ways to Take your Toolbox Talks to the Next Level

Five Ways to Take your Toolbox Talks to the Next Level

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Daily safety meetings should not just be a means to share new OSHA regulations and compliance issues. They are a great way to remind your team about safety measures that are not always at the front of their minds.

Toolbox talks provide an opportunity to reinforce ongoing safety initiatives, refresh important worksite concepts, and even give your workers a place to discuss and practice new skills.

Toolbox talks are a vital component for every safety program, and their planning should be treated as such. Digital forms provide structured checklists to ensure that every necessary topic is covered, along with the means to collect important details and notes from your meeting without being limited to a small space on a paper form. 

Plus, any information collected from the daily briefing can be quickly and securely stored, which means no more jotting things down on a notepad that can be easily lost.

It is important to regularly debrief with your workers, asking what did/didn’t work, and make adjustments to ensure the vital details are being retained by your crew.

This doesn’t have to be a difficult process. Asking your workers a few simple questions at the end of a talk and taking short notes can be plenty. The feedback can be quickly reviewed to make changes to your format as needed, so your daily briefings are effective and make for a safer worksite

In addition to updating the way you deliver safety information based on worker feedback, you should mix up your toolbox talk topics on a regular basis. This can be as simple as updating your briefing to include the latest OSHA regulations each day, approaching a well-worn topic from a different angle, or just sharing new stories to reinforce the importance of current safety initiatives.

Remember, the goal is to engage your workers and get them thinking about possible risks. Regularly changing your talking points can get them focused on your worksite’s specific safety challenges.

Even if all of the latest regulations, rules, and compliance issues are covered in your toolbox talks, there are human factors that cause people to take their mind off of tasks. When workers are frustrated, distracted, tired, or even just complacent, they are more likely to overlook important safety measures.

It is so important to remember that nobody is ever trying to get hurt. When an incident occurs or a rule is broken, it is most often due to a worker’s state of mind. Your toolbox talks are a perfect opportunity to address these human factors. Providing good habits and reminders, disrupting complacency in your company, and creating a space where your crew can share their concerns are all pieces that can work against rule violations and keep your workers safe.


Looking for a safety solution that will take your toolbox talks to the next level? GoCanvas Safety includes pre-built digital forms so you can streamline your planning and ensure that every important detail is captured at your daily briefings. Customizable forms and turn-key dashboards mean you can regularly audit and update your toolbox talks, so you can focus on the human factors to keep your team safe. Learn more here.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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How Small Business Revenues have been Impacted by COVID-19

How Small Business Revenues have been Impacted by COVID-19

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GoCanvas surveyed its customer base, as well as other small business leaders, in June 2020 about their industry outlook as a result of the global pandemic. This blog post highlights our initial findings. Data from this GoCanvas Small Business Report is sourced from 270 small businesses within a varying spread of industries.  

  • 17.9% – Specialty Trade Contractors 
  • 13.6% – Building, Equipment, Electrical, Plumbing, HVAC 
  • 8.1% – Transportation Logistics 
  • 7% – Healthcare 
  • 5.5% – Foundation, Structure, & Building Exterior Contractors

Business Outlook Pre- vs. Post-COVID-19

The global pandemic forced many small businesses to halt operations, furlough employees, and increase precautions for contractors, suppliers, and vendors. While a strong proportion of small businesses cite overall confidence in their ability to return to normal operating levels, the short-term impact of the pandemic is felt across industries. 

On a scale of 1-10, please rate the outlook for your business BEFORE COVID-19 (1-Pessimistic; 10-Optimistic)

On a scale of 1-10, please rate the outlook for your business AFTER COVID-19 (1-Pessimistic; 10-Optimistic)

Per the visuals above, it will likely take time for small businesses to return to their originally forecasted operating levels. As of June 2020, nearly 14% of our response base shared their business was still suspended (considered non-essential) due to their state’s mandate. 

Of the respondents that were able to stay open during this time, nearly 50% of our respondents shared that the “stay-at-home” order was restricting the amount of work they can do. Meaning, regardless of a business’s essential status, workforce operations and efficiency are being impacted at an unmeasurable level. 

To get a better short-term estimate of business impact, we asked our respondents to rate their revenue expectations for the rest of this year: 

For many small businesses, it’s too early to tell how big of an impact the pandemic will have on their revenues – nearly 42% to be specific. To find out which industries are largely predicting the most significant declines in revenues, sign up for our webinar to learn more.


Interested in learning more? Tune into our live webinar on Thursday, August 22nd, at 2 PM ET, as we review more survey results. Register here.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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Daley’s Drywall Taps GoCanvas For Mobile Field Reports

Daley’s Drywall Taps GoCanvas For Mobile Field Reports

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  • Streamlined work orders from days into 30 minutes
  • Rich feature set makes it easier to collect important data
  • Improved communications with customers 
  • Field Report
  • Material Order Form
  • Field Incident Report Form

California-based Daley’s Drywall and Taping operates in an industry not known for its use of innovative products or technologies. But this provider of commercial and residential drywall services sped past its 50th year in business due to its progressive approach to meeting and exceeding clients’ expectations for safety, quality and services.

The company’s forward-looking approach has extended to adoption of technology, as long as the technology made a return on investment.

Until 2012 however, one area that remained anchored in paper-based processes was work orders and field reports. Their foremen, working on various sites, continued to fill out and submit these forms by hand. 

With drywall construction projects throughout the San Francisco Bay Area, manual submission of work orders and field reports was becoming a problem. Taking hours or days to return the office led to delays and inefficiencies in processing. With slow returns, and time spent on data entry, manual submission impacted worker productivity, process efficiency, customer satisfaction and ultimately, Daley’s bottom line.

In November 2012, Daley’s decided to go with GoCanvas, the global leader in mobile forms for business. Daley’s Drywall foremen quickly embraced the GoCanvas solution, a testament to the intuitive interface with the flexibility built in.

It was intuitive enough that forms could be created, deployed and customized by “non IT” professionals within the organization. The solution was fully deployed within three months and field report forms were created within a week. 

Daley’s Drywall found itself in the same position thousands of GoCanvas customers have; the GoCanvas platform—with 14,000+ customizable mobile forms, the form builder and real-time form management—was revolutionizing their internal processes.

Today more than 40 foremen use the Field Report form, which is customized to fit their needs. Daley’s Drywall also uses other forms, including one for accident and safety investigation forms. Over the past year and a half, this company has seen real, measurable results. Some benefits include:

Prior to turning to GoCanvas, a work order form for a new project would be signed in triplicate by a client on 3-part carbon forms. With projects at residential and business locations throughout the Bay Area, Daley’s Drywall has foremen leading projects ranging from two-man jobs to 70-person operations. These disparate locations meant that it could take several days for the foreman to return to the office and submit the work order.

Once the foreman returned to the office with required paperwork, the work order would be processed, further prolonging billing. All of these delays could result in losing up to 10 days of cash flow. This drawn out process meant that project managers responsible had delayed visibility into the status of each customer project. 

Today, Daley’s collects information more quickly. Users are able to create some field reports within 30 minutes, which is a dramatic improvement from a process that used to take several days.

In addition, the data captured via GoCanvas’s mobile form solution is automatically transmitted in real-time to Daley’s corporate office. Project managers now receive a consistent flow of key customer and project information. They can analyze this information and head off cost impact issues in the field, or other data related to the project. 

When filling out work information with paper, sending information to customers took longer. Not only did the office have to wait hours or days to receive information, so too did Daley’s clients.

Moving from paper-based processes to GoCanvas accelerated the turnaround time for delivering field reports to residential and commercial customers. When customers once waited days, they can receive in real time. As a result, customers have more immediate visibility into projects.  

“By using GoCanvas’s mobile form solution, the process of creating and submitting field reports that used to take several days now can be done in thirty minutes – significantly improving the efficiency of our mobile workforce, cash flow position and customer satisfaction.” – Craig Daley, President, Daley’s Drywall

Previously, Daley’s foremen were restricted by paper: The full information they needed couldn’t be done on paper. In the past, a foreman had to take a picture with a cellphone, email the photo to himself, and then attach it for others to view. Not only was this cumbersome, it also allowed room for error.

With GoCanvas, the foremen today can:

  • Transmit work orders back to the central office in real-time
  • Collect e-signatures from customers on-site 
  • Email the signed e-forms to project managers for immediate processing
  • Take photos of work in progress and transmit them as needed in real-time to project managers

This rich feature set assures that Daley’s not only works efficiently, but also removes fewer opportunities for errors. Using GoCanvas strengthens the information employees collect as well as continues to streamline their processes even further.

As a cloud-based, mobile platform combined with an easy-to-use mobile form builder, GoCanvas provides Daley’s Drywall the flexibility to add new features and functionality to any of their mobile forms. As needs evolve and change, GoCanvas makes editing forms a frictionless process.

For instance, as the cost of their supplies changes, Daley’s Drywall can go into their GoCanvas account and simply update the price list they use. Within minutes, these cost changes will be updated for all their technicians. This allows for an easy transition, with limited possibility for accounting errors.

Other mobile form alternatives make this process cumbersome or costly, weakening the effectiveness of their platforms. With GoCanvas it is a frictionless process at no additional cost. 

Today, Daley’s continues to embrace mobile forms. They continue to look at other paper forms they can convert to mobile, streamlining their processes even further. With faster processes, improved customer service, and real time information, Daley’s sees only benefits from going with GoCanvas.  

“Based on feedback to date from our foremen and project managers, we hope to have all our foremen operating 100 percent paperless in the near future.”  – Craig Daley, President, Daley’s Drywall

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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4 Things You Need To Know About Collecting Employee Health Information

4 Things You Need To Know About Collecting Employee Health Information

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With new protocols and processes being established across all businesses, there are questions about what sort of employee health information you can and should collect.

Fortunately, the U.S. Equal Employment Opportunity Commission has shared several guidelines on what details you can ask for during a pandemic.

Much of the information being requested by employers concerns the direct threat of COVID-19 and reducing risk to employees and customers. This includes rapidly identifying signs and symptoms of the Coronavirus, for example: fever, chills, cough, shortness of breath, loss of smell or taste, or sore throat.

Employers may ask employees who report feeling ill at work, or who call in sick, questions about their symptoms to determine if they may have COVID-19. Asking these questions helps your team know when to contact their doctor (before showing up at their office), or to reach out to their local or state health department for recommendations.

Additionally, employees who return from travel (business or personal) may be asked about the location they visited, specifically regarding exposure during the trip. The team members may even be asked to remain at home for several days until it is clear they do not have symptoms, based on CDC or state/local public health guidelines.

One very important distinction is for employees who are covered by the Americans with Disabilities Act (ADA). Employers may not ask ADA-covered staff who do not have symptoms to disclose whether they have a medical condition that the CDC says could make them especially vulnerable.

If an employee voluntarily discloses (without a disability-related prompt) that they have a specific medical condition or disability that puts them at increased risk of complications, the employer must keep this information confidential.

One key component of Employee Health Screenings is taking the temperature of team members, ideally at the start of each shift.

Generally speaking, measuring an employee’s body temperature is a medical examination. However, because the CDC and state/local health authorities have acknowledged community spread of COVID-19, employers may measure employees’ body temperature. 

As with all medical information, the fact that an employee had a fever or other symptoms would be subject to ADA confidentiality requirements.

Another important precaution to reduce risk is to provide PPE to your employees and establish new sanitation processes. 

These procedures may be completely new to your team members, especially as many people may have not worn a mask or gloves previously. These steps are vital to reduce exposure points and provide reassurance to your staff and customers.

Employers can require infection control practices, such as regular hand washing, coughing and sneezing etiquette, and proper tissue usage and disposal.

An employer may also require employees to wear personal protective equipment during a pandemic. 

However, when an employee with a disability needs a related reasonable accommodation under the ADA (non-latex gloves, gowns designed for individuals who use wheelchairs, etc), the employer should provide these items.

There may be times where an employee does not show symptoms of COVID-19 during a screening at the start of a workday, but goes on to develop symptoms during their shift.

Anyone who comes down with symptoms while at work should leave the workplace, according to the CDC. This means an employer can send home an employee with COVID-19 symptoms. The same goes for sending employees home who display symptoms during a pre-shift health screening.

It is important to communicate any new procedures and protocols with your team, including your plans for collecting employee health information. Checklists, employee health screenings, and waivers are great ways to share and enforce new precautions to protect your staff and customers. 

These methods can also protect you and your business in the event you need to provide documentation that an employee has completed a checklist, signed a waiver, or participated in an employee health screening.

These are challenging times with so much to take in and consider. Keeping team members informed of changing precautions and ensuring they follow best practices will help you reduce employee risk and promote the safety of your team and customers.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

Check out even more resources

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5 Things You Need to Know Before You Launch Employee Health Screenings

5 Things You Need to Know Before You Launch Employee Health Screenings

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Employee health screenings for coronavirus are vital for companies who are returning to the workplace. But it’s not enough to just screen as you see fit; following best practices for these screenings can greatly reduce exposure risks to your staff and customers.

We previously discussed employee health screenings, their importance, and provided some information about how to implement them. Now we want to get more specific about conducting the screenings from a practical standpoint. 

As you prepare your business to conduct health screenings, consider what type of screening will be best for your team and processes.

There are two general methods of employee health screenings:

  • Self-reported Health Screenings: Each employee will perform and submit their own screening data from their mobile device, typically from their place of residence.

    A Self-reported Health Screening App can be deployed to each team member’s mobile device and may be preferred by businesses without a central worksite (or where people visit customers directly), such as contractors or home inspectors.
    • Pros:
      • No need to set up a screening station or have a designated screener.
      • Saves time at the start of each workday by having employees submit data before starting their shift.
      • Reduces exposure risk by identifying high temperatures and symptoms before employees arrive at work.
    • Cons:
      • Requires additional information and training to every staff member.
      • Potential for inaccurate or inconsistent screening methods across individuals.
      • Employees must be trusted to conduct fresh, honest testing every day and report accurate results.
      • Difficult to ensure compliance of screening tools across individuals.
      • Requires all employees to have appropriate equipment, including thermometers, which can be difficult to source quickly.
  • Administered Screenings: Many organizations opt to have a set of designated screeners who collect and submit health information for multiple employees in one place.

    An Administered Screening App can be deployed to a company tablet, then performed at a workplace entrance or a single check-in station, where proper PPE and training is provided to the screening staff.

    This type of screening is ideal for businesses with a central worksite (or multiple group worksites), like in manufacturing plants, warehouses, and grocery stores.
    • Pros:
      • Ensured accuracy of screening methods and tools.
      • Only select staff require training to perform screenings.
      • Consistent data submitted from company maintained devices (no need for individual troubleshooting).
      • Proper PPE can be provided to all employees at screening station, ensuring proper usage.
    • Cons:
      • Check-in stations must be established, staffed, and regularly sanitized.
      • Potential loss of time, as employees have to be screened before starting their shift (lines and crowds are possible).
      • Increased risk of exposure as a symptomatic employee may come to the workplace before being screened.

For either method, it is important to capture consistent and comprehensive data for every employee before entering the workspace. This can include their name, work location, temperature, symptoms, and travel history. 

Ideally, you will want to use digital means to screen employee health. Using employee management apps that can be sent to an employee’s phone or a company tablet will reduce exposure risks from paper forms and multiple points of contact.

Capturing accurate temperature readings is a key component of employee health screenings, but is something completely new to most organizations. To capture accurate vitals, it is worth consulting any applicable state or local emergency orders, as some recommend certain thermometers, typically one of these types: 

  • Digital Oral Thermometers: Digital thermometers are regarded as the fastest and most accurate type of thermometer. Readings are taken from under the tongue. You can find digital oral thermometers in most local pharmacies. 
  • Electronic Ear (tympanic) Thermometers: These use infrared technology to get their temperature reading. Electronic ear thermometers are less accurate as if there is too much wax in the ear it can give an incorrect reading. Despite being expensive, they are easier to use on babies and young children, as it can be hard to get children to sit still for long enough while using digital thermometers.
  • Forehead (Temporal Artery) Thermometers: These thermometers also read heat using infrared, and are placed on the temporal artery. Forehead thermometers are also not as reliable as digital thermometers. 

Each different type of thermometer works differently and has different instructions. Per the Cleveland Clinic, here is how to accurately collect temperature data using each different type of thermometer: 

  • Using a Digital Oral Thermometer:
    • Wash your hands with soap and warm water.
    • Use a clean thermometer, one that has been washed in cold water, cleaned with rubbing alcohol, and then rinsed to remove the alcohol.
    • Do not eat or drink anything for at least five minutes before you take your temperature because the temperature of the food or beverage could make the reading inaccurate. You should keep your mouth closed during this time.
    • Place the thermometer tip under the tongue.
    • Hold the thermometer in the same spot for about 40 seconds.
    • Readings will continue to increase and the F (or C) symbol will flash during measurement.
    • Usually, the thermometer will make a beeping noise when the final reading is done (typically about 30 seconds). If you are keeping track, record the temperature and the time.
    • Rinse the thermometer in cold water, clean it with alcohol and rinse again.
  • Using a Tympanic Thermometer: 
    • Pull gently back on the top of the ear to open the ear canal.
    • Place the protective cover on the tip of the thermometer.
    • Gently insert the thermometer until the ear canal is fully sealed off.
    • Press and hold down the button for 1-2 seconds until you hear a beep (follow the manufacturer’s instructions).
    • Remove the thermometer, discard the cover, and record temperature and time.
  • Using a Temporal Artery Thermometer
    • Turn the thermometer on.
    • Place the protective cap on the thermometer.
    • Sweep the thermometer gently across the forehead so the infrared scanner can measure the temperature of the temporal artery.
    • Record the temperature and time.
    • Remove the protective cover and dispose of it.

Employers should measure employee temperatures and assess symptoms prior to starting work every day. 

Instituting a daily pre-shift health screening will prevent potential exposure risks by identifying symptomatic team members. Regular health screenings are also an opportunity to provide the latest CDC updates and necessary PPE to each employee, ensuring proper usage and further reducing risks. 

Once health screenings are implemented, you should store and review that data on a regular basis. Maintaining an employee screening log is helpful for protecting your employees and customers, identifying health trends, and taking measures to act against them.

The screening data can also serve as a means of contact tracing within your organization. On a larger scale, contact tracing involves public health staff working with a patient diagnosed with COVID-19 to help them recall everyone with whom they have had close contact during the timeframe while they may have been infectious.

In the case of employee health screenings, contact tracing can include identifying which team members had close contact with symptomatic employees and alerting these team members of potential exposure as rapidly and sensitively as possible. 

Contacts can be provided with information and support to understand their risk and identify what they should do to separate themselves from others who are not exposed. Then they’ll need to monitor themselves for illness, as there is the possibility that they could spread the infection to others even if they do not feel ill.

Employee Health Screenings reduce employee risk by rapidly identifying signs and symptoms of the Coronavirus. People who are experiencing symptoms should not be in the office or interacting with customers. This means conducting health screenings as needed are another way to help protect your staff and customers. 

If an employee has a high temperature or is showing symptoms, they should be sent home and closely monitor their symptoms once they are identified. Any workspace where they have been should be sanitized according to enhanced cleaning and disinfection guidelines.

Conducting these screenings also helps your team know when to contact their doctor (before showing up at their office), or to reach out to their local or state health department for recommendations. 

Help keep your staff informed and safe by following best practices for employee health screenings.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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Employee Health Screening: What You Need to Know to Reduce Risk

Employee Health Screening: What You Need to Know to Reduce Risk

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With the current challenges facing businesses, the term “employee health screening” is being use a lot.

The CDC even recommends employee health screenings, particularly for front-line workers and anyone encountering other people during their work day. But what exactly are employee health screenings and how should a business implement them?

An employee health screening is a crucial tool to identify risks to the well being of your staff and customers.

During a health screening, important information such as temperature, possible symptoms, and travel history should be checked, to make sure that your employees are healthy and ready to go.

Employee Health Screenings reduce employee risk by rapidly identifying signs and symptoms of the Coronavirus. People who are experiencing symptoms should not be in the office or interacting with customers, and should closely monitor their symptoms once they are identified.

Conducting these screenings helps your team know when to contact their doctor (before showing up at their office), or to reach out to their local or state health department for recommendations.

These screenings can also be used to provide details on the latest guidelines and recommendations with your staff, so they can take necessary precautions to protect themselves and your customers.

While all organizations should have an infectious disease preparedness plan, screening for Coronavirus is vital for companies who work directly with the general public. This is especially true for those with customers and employees from high risk groups, and those who work in an environment where strict physical distancing is not always possible.

Employee health screenings can protect people across all industries and levels of exposure, from jobs at direct risk (such as healthcare, first responder, and medical transport) to jobs with indirect risk (such as schools, population-dense work environments, and high-volume retail settings).

There are two general methods to employee health screenings:

  • Self-reported Health Screenings: Each employee will submit their own screening data. This method requires some additional information and training to every staff member, but it can save time at the start of each workday. There are some potential downsides to self-reported screenings, including accurate methods across individuals, compliance with screening regulations, and trusting employees to conduct fresh testing every day and report accurate results.
  • Administered Screenings: Many organizations opt to have a set of designated screeners who collect and submit health information for multiple employees in one place. This is often done at a workplace entrance or a single check-in station, where proper PPE and training is provided to the screening staff. It is important to make sure the employees conducting the screening understand the added risks and how to mitigate them (performing their own screening at multiple times, wearing masks and gloves, regularly disinfecting surfaces and equipment).

Ideally, you will want to use digital means to screen employee health. Using employee management apps that can be sent to an employee’s phone or a company tablet will reduce potential vectors from paper forms and multiple points of contact.

Once you’ve got the screening form in place, there are other items to consider:

It is vital to establish and share these precautions within the workplace. Letting your colleagues and customers know that employee health screenings are being conducted gives added assurance that their safety and health is important to your team.

About GoCanvas

GoCanvas® is on a mission to simplify inspections and maximize compliance. Our intuitive platform takes care of the administrative tasks, freeing our customers to focus on what truly matters – safeguarding their people, protecting their equipment, and delivering exceptional quality to their customers. 

Since 2008, thousands of companies have chosen GoCanvas as their go-to partner for seamless field operations.

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