Incident Report Examples & Templates

Incident Report Examples & Templates

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Knowing how to effectively file incident reports is a critical component for companies that want to cultivate their culture of safety at work. Incident reports are designed to document the important details surrounding an accident, incident, or near miss that happens in the workplace. 

These reports are incredibly useful for informing companies on the real gaps that exist in their safety protocols, ultimately allowing them to address these issues by implementing new policies and protocols to prevent future incidents from occurring. 

In this article, we cover three of the most common incident report types and the corresponding report templates that you can use. Continue reading for examples and templates to use when these types of incidents happen at your workplace:

  • Basic Incident Report
  • Field Incident Report
  • Construction Accident Investigation Report

If you need a basic template to get started, make sure to check out our basic incident report template that’s free to get started with using the GoCanvas app store. Our template includes the most common information to include in a basic incident report and it can be fully customized to meet your company’s specific requirements.

Picture of an incident report template

Basic incident reports work for a variety of types of incidents, giving you a flexible template that can be used for different types of accidents, near misses, or injuries. A basic incident report template should include all the essential details that you and the investigative teams will need to fill out following the incident. 

Wondering how often basic incidents occur? If you look at the most recent findings from the Bureau of Labor Statistics, it shows that the rate of recordable incidents in the private industry was at 2.8 percent among full-time workers. The data shows that nearly 900,000 incidents resulted in lost time when looking across all of the reported incidents in a given year.

A basic incident report needs to include all the details the investigative team will need to evaluate during their review, including: 

  • Location, date, and time of the incident
  • Witnesses and their contact information 
  • Witness testimonies 
  • Those involved in the incident
  • Actions that were taken post-incident 
  • Injuries incurred
  • Medical treatment administered 

When an incident happens in the field a report must be filled out and sent to the proper authorities. Get started for free on the GoCanvas app store, using our field incident report template that allows your field teams to use a mobile device or tablet when submitting their reports.

Picture of a field incident template

You will need to use a field incident report for any work-related injuries that occur offsite or outside of company property. Field incident claims are typically more complicated than claims filed for an on-site incident. With that in mind, you should make sure to be thorough when collecting the details of a field incident to ensure that claims are efficiently processed.

In addition to all the information included on a basic incident report, field incident reports should also include the location of the accident and the address of the workplace.

The perfect tool for any construction company is available through the GoCanvas app store using our construction accident investigation template. Use this resource so that your construction company is prepared when a workplace accident occurs.

Picture of a construction accident template

You know that the construction industry presents a wide range of hazards and dangers. Construction accident investigation reports are crucial to identifying weak points in safety protocols and they can actually help your business establish better safety practices. These reports can help your company and they can also help inform the entire construction industry on how to better minimize injuries on job sites. 

If you look at data provided by OSHA, you will see that construction accidents are the most common type of reportable incident and about 20 percent of fatalities in private industry are in construction. The most commonly violated OSHA standard is fall protection, which falls under the construction sector. 

In addition to all the information required on a basic incident report form, a construction accident investigation report should also include the name of the contractor, the name of site foreman, and any violations that were issued. 

Documenting incidents and injuries is crucial for promoting a culture of safety in the workplace. With incident report templates on hand, you’ll be able to document any accidents when they happen, and your team can work to improve its protocols for a safer workplace. 

If you’re looking for additional incident report templates that we didn’t cover in this article, be sure to check out more examples of incident reports in our app store. We have hundreds of pre-built forms to help you get started and our product has a variety of features that will fit all your business needs.

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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What are Safety Data Sheets (SDSs)?

What are Safety Data Sheets (SDSs)?

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The term SDS refers to a Safety Data Sheet that is used by chemical companies to stay in compliance with the regulations set by OSHA in the Hazard Communication Standard (HCS). Companies that manufacture, distribute, or import chemicals are required to provide Safety Data Sheets to inform workers of the hazardous materials they are handling.

The main purpose of a SDS is to provide companies with a standard template they can use for communicating critical information about their hazardous materials for the safety interests of their workers. 

In 2012, OSHA updated the HCS to be aligned with the Globally Harmonized System of Classification and Labeling of Chemicals (GHS). It’s important to point out that Safety Data Sheets are part of the legislative process at OSHA, meaning that they can change over time and new amendments can be enacted by the administration. 

The changes that occurred in 2012 were enacted in part to reduce trade barriers globally for American companies and to provide consistent standards for communicating and classifying hazardous chemicals. As part of these changes, the long-used material data sheets (MSDS) also became obsolete, and companies were forced to move to the new 16-section SDS format to stay in compliance and avoid any applicable fines. 

OSHA structures the Safety Data Sheets into 16 sections so that all companies have a standard template to keep things consistent. Each of the sections has a distinct purpose for classifying hazards and below we have included a high-level summary provided by OSHA’s website of what’s included in each section of the Safety Data Sheets.

OSHA states that “Sections 1 through 8 contain general information about the chemical, identification, hazards, composition, safe handling practices, and emergency control measures (e.g., fire fighting). This information should be helpful to those that need to get the information quickly.” 

  • Section 1: Identification
  • Section 2: Hazard(s) Identification
  • Section 3: Composition/Information on Ingredients
  • Section 4: First-Aid Measures
  • Section 5: Fire-Fighting Measures
  • Section 6: Accidental Release Measures
  • Section 7: Handling and Storage
  • Section 8: Exposure Controls/Personal Protection

OSHA states that “Sections 9 through 11 and 16 contain other technical and scientific information, such as physical and chemical properties, stability and reactivity information, toxicological information, exposure control information, and other information including the date of preparation or last revision. The SDS must also state that no applicable information was found when the preparer does not find relevant information for any required element.”

  • Section 9: Physical and Chemical Properties
  • Section 10: Stability and Reactivity
  • Section 11: Toxicological Information
  • Section 12: Ecological Information (non-mandatory)
  • Section 13: Disposal Considerations (non-mandatory)
  • Section 14: Transport Information (non-mandatory)
  • Section 15: Regulatory Information (non-mandatory)
  • Section 16: Other Information

As we mentioned earlier in this article, the 2012 changes to the SDS format were designed to bring more consistency between the SDS format and the globally recognized GHS standards. That’s why sections 12 through 15 are now included in the template and marked as non-mandatory.

It’s important to note that OSHA “will not enforce the content of these sections because they concern matters handled by other agencies.” While these sections are not mandatory to be in compliance with OSHA standards, it makes sense to use these sections if your company works internationally and also needs to comply with the GHS.

As more companies invest in digital transformation initiatives, it means that companies are moving towards housing much of their critical information in secure, cloud-based platforms. When it comes to SDSs, OSHA indicates that safety data sheets can absolutely be stored as digital documents. OSHA just requires that these SDSs are easily accessible for all employees who need to understand the hazardous chemicals that are being used for their job site. 

Another best practice can be to assign a person or team to manage the SDSs and make sure that they are always accessible and up to date. Having these documents stored digitally and made available through a mobile application will help your team manage the documents and ensure that your workers know where to find the latest version of the SDS. 

In the rare case of a power outage or emergency situation, it makes sense to have a hard copy of your SDS available for workers. But otherwise in today’s digitally connected world, it’s going to make sense to have digital copies available for your SDSs that can be readily accessible in a secure mobile device on-site.

Toolbox talks are a great way to educate your workers on best practices in the workplace by sharing everything they need to know on staying compliant with regulations for jobs and projects. You can use these daily safety meetings as an opportunity to review the SDSs, covering how to find them and how to interpret the information that is provided, making sure to highlight the potential risks involved with chemicals on site. 

Your leadership team may also want to consider implementing a safety management solution to help manage compliance with OSHA and to ensure your employees have access to the latest data sheets.

By moving these processes online, it will also allow you to analyze which employees and job sites have actually completed the training programs, so you can identify and address any potential issues before they result in an accident or fines.  

If you are looking for free SDSs sheets, you may be interested in the GoCanvas app store where we have built out safety data sheet examples and templates that you can use as a starting point.

Companies that deal with potentially hazardous materials are starting to implement chemical management programs and mobile applications have proven to be effective for tracking and managing these programs. 

Our safety data sheet templates can be used to contain a range of information about chemicals and materials being handled. They are meant to communicate to the reader any protective equipment needed when handling the chemicals or materials, hazard communications such as signage or pictograms, information about hazardous substances that may make up component materials or ingredients of the subject of the SDS, and how to handle spills or exposure to hazardous material.

Construction companies that move to GoCanvas have found that it helps them track and report on their safety programs in real-time, giving them a better place to manage their SDSs and helping to improve the health and safety initiatives at their workplaces.

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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Inspection Checklist Examples & Templates

Inspection Checklist Examples & Templates

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Inspection checklists are designed to improve the inspection process by providing staff with an easy-to-use template on the best practices to follow for that inspection. You will see that many different industries use inspection checklists when performing their evaluations and assessments required for the job.

This blog article covers some of the top use cases for inspection checklists and we have included links to the corresponding template you can use to get started for free. Here are some common examples covered in this post:

  • Home inspections
  • Commercial vehicle inspections
  • Building inspections
  • Safety inspections
  • Equipment inspections
  • Operational inspections

Certified home inspectors use checklists in their inspections that guide home buyers and real estate agents when making real estate decisions.

The home inspection is a critical part of the home buying process. It helps ensure that all parties in a real estate transaction are confident that a home is in good condition. It also provides existing homeowners with an opportunity to make home improvements to avoid any deal breakers.

An inspection that reveals serious problems such as termites or asbestos can trigger an inspection contingency that provides potential home buyers with the opportunity to back-out of the purchase of a home.

The inspection will typically check many areas and elements of a home, including water heaters, downspouts, crawl spaces, HVAC systems, electrical systems, radon levels, water damage, and much more.

In this example, the purpose of a checklist is to help the home inspector by providing a process to follow when performing the inspection. This helps to ensure that the inspector can identify all potential problems and doesn’t overlook something important.

Home inspection checklists sometimes also have subtypes that are designed to help with more specialized and niche evaluations.

For example, a general home inspection checklist may briefly cover roofing, HVAC systems, or electrical systems. But a roofing contractor may have a more specific inspection checklist that helps evaluate the state of the shingles on the roof. An HVAC contractor may check for items such as airflow. An electrician performing an inspection may check wire splices, light switches, and other more specific items.

There are many different types of home inspection checklists depending on the use case, and you can find all of these examples and templates available in the GoCanvas app store.

Another important category of inspection checklist is for the commercial vehicle business. These checklists help companies that operate semi-trucks, motorcoaches, shuttle buses, limousines, fleet vehicles, work vans, and other commercial vehicles.

Commercial vehicles come in many different forms and have specific requirements related to what inspections need to be evaluated or the frequency in which inspections need to occur.

Checklists help these vehicle operators to ensure that:

  • Maintenance occurs regularly
  • Early warning of problems occurs
  • Vehicles can operate on the road safely

These types of inspections look very different, depending on the type of vehicle. For example, a fire truck inspection checklist will include very different elements than a motorcoach checklist or limousine checklist. GoCanvas has many free examples of vehicle inspection checklists in our app store that can be used for your business as a template to get started.

Inspectors of non-residential buildings or multi-family residential buildings use checklists for various purposes and at different stages of the building’s life.

Some building checklists are most effective during the construction process or immediately following the construction of the building. These ensure that vital elements of a building are working correctly, and everything has been built properly. Here are some common examples of building checklists:

  • Electrical inspections use checklists to ensure the proper installation of electrical panels or sprinkler systems’ operational ability.
  • Regular maintenance use inspections on air conditioning systems or septic systems for functional buildings.
  • Exterior inspections are performed for items such as rotted wood to ensure facades are visually appealing to visitors.
  • Safety and equipment inspections occur for things like fire safety inspections to check exit doors, exit signs, fire extinguishers, first aid kits, sprinkler heads, and other important safety elements.

You can find more examples and templates of building inspection checklists here.

Inspection checklists are used by different kinds of businesses that operate equipment. This applies to businesses that are using heavy equipment or expensive, mission-critical equipment.

Inspection checklists promote the equipment’s long-term viability and operation, while also ensuring the safety of workers and equipment operators.

Technicians or workers use equipment inspection checklists at regular intervals (e.g., daily, weekly, monthly, or annually) to stay ahead of equipment malfunctions and failures. They help experienced maintenance personnel perform inspections and they also help less experienced technicians that don’t have specialized training and need to be prompted to check various items.

Equipment inspections can also help businesses identify when equipment may need to be replaced. Since specialized equipment can often take days or weeks to replace, it’s very helpful for businesses to know in advance so they can plan for any downtime that will occur.

For businesses that deal with expensive or sensitive equipment, these inspection checklists are critical for ensuring the longevity and reliability of equipment.

Safety inspection checklists are designed to check key elements that improve public safety and worker safety. These may sometimes overlap with commercial vehicle, building, and equipment inspection checklists.

In general, safety inspection checklists are meant to provide users with an opportunity to evaluate tools, personal protective equipment, fire extinguishers, forklifts, work areas, and other elements for potential hazards or mitigators for hazards.

There are many different types of safety inspection checklists that exist, but here are a few familiar examples:

  • Hotel pools
  • Overhead cranes
  • Facilities inspection
  • Food preparation and production

Safety inspections are powerful tools not only for promoting the safety of workers and the public, but they are also important tools for businesses to mitigate legal exposure and reduce risk. These checklists can highlight warning signs for businesses, prompting the installation of safety features such as guardrails or handrails, generating a need for evacuation plans, or helping to identify other corrective actions.

For some businesses, there are operational considerations that warrant regular inspections and checklists. Here are some common examples of operational checklists:

  • Hotels and housekeepers use inspections to ensure rooms are properly cleaned and set up for guests.
  • Supervisors for building janitorial workers use inspection checklists to ensure that cleaning items have all been conducted.
  • Swimming pools and spas use inspection checklists to ensure that various maintenance procedures occur regularly.

There are countless examples of how businesses might use an inspection checklist to serve their needs. GoCanvas is a great option for creating your checklists. The platform is highly customizable for all types of businesses and the ability to create mobile forms will eliminate paperwork and streamline your operations.

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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Safely Returning to Work After COVID-19 Vaccinations

Safely Returning to Work After COVID-19 Vaccinations

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Now that the rollout and administration of various COVID-19 vaccines are underway throughout the country, employees are slowly becoming able to return to work as governments lift the stricter lockdowns and people, communities, and businesses try to get back to some semblance of normal. As companies can secure employee vaccinations, different policies and procedures are vital for keeping employees safe. Regardless of the type of COVID-19 vaccination received by an employee (Pfizer, BioNTech, Moderna, etc.), having employees who are unlikely to suffer severe illness or symptoms if exposed to the coronavirus makes conducting business during the pandemic much easier. 

As more and more employees return to work following vaccination, employers may wonder how they can keep their staff safe? 

The Food and Drug Administration (FDA) is currently approving various vaccines through an emergency use authorization. While vaccination policy is determined at the state and local level by public health officials, vaccination priorities typically include health care workers, frontline workers, long-term care facility workers, and others with a job-related direct threat to the virus given priority to vaccinate over the general public. Many workers have received the first dose of the vaccine, while some are starting to receive their second dose.

Authorities and vaccine manufacturers currently do not know if the vaccine will prevent the spread of the virus from those who are vaccinated or if vaccination provides immunization to the vaccine recipient. Accordingly, businesses and their employees must follow the Centers for Disease Control and Prevention (CDC) guidelines related to social distancing, hand hygiene and handwashing, the use of face coverings, and other safety measures. Only until a significant percentage of the population receives their vaccination against the coronavirus and achieves herd immunity can we return to pre-pandemic activities and behaviors. 

To keep employees safe, Human Resources departments should work with their state governments to include employees in vaccination programs. At the same time, businesses should establish policies such as requesting proof of vaccination for entering a workplace or worksite, offering reasonable accommodations for working from home, and requiring mandatory vaccinations subject to certain conditions. For example, a valid exemption from the Americans with Disabilities Act (ADA) or Equal Employment Opportunity Commission (EEOC) guidelines such as a high-risk medical condition, religious belief, or other undue hardship vaccination should all be valid reasons for an employee to have an exemption from immunization. EEOC guidance related to vaccination during the pandemic is available on their website

A business should not consider employees to be fully vaccinated until they receive their second dose of any two-dose mRNA vaccines (e.g., the Pfizer and Moderna Vaccines) and have waited the appropriate time for maximum immunity to take effect (clinical trials indicate this to be about two weeks following the second dose).

The administration of the COVID-19 vaccine should eventually provide herd immunity to the coronavirus as we end up with enough vaccinated people to disrupt viral transmission. While debate exists about whether or not COVID-19 is here to stay (a situation where people would receive a COVID shot annually, similar to a flu shot), we know there are many ways to maintain employees’ safety after the widespread administration of the vaccine. While face masks and face coverings may eventually become less ubiquitous, businesses should determine how employees interact with each other and with visitors, clients, or customers in the future. If it is not a business necessity to have physical contact with visitors or other employees, companies should consider minimizing such contact. Occupational safety measures such as availability of hand hygiene products and hand washing stations, plexiglass, glass, or plastic barriers, more tolerant sick leave programs, and more flexible work from home infrastructure can help to minimize the future spread of the coronavirus, as well as other airborne viruses and infectious diseases such as the flu.

Despite the positive news about the vaccine, there are ongoing threats related to COVID-19, the most notable being emerging variants. Several vaccines appear to protect against viral variants; however, the degree of that protection fluctuates depending on the variant. While vaccination is underway, there is an ongoing and asymmetric level of protection against the virus. It is essential to slow the spread of the virus to suppress the opportunity for new variants, any one of which may not be susceptible to existing vaccines or treatments.

GoCanvas has multiple tools that businesses and human resource departments can implement to help companies more effectively combat the coronavirus. By using a combination of apps such as Daily Employee Screening Logs, Office Cleaning Checklists, and other apps in the COVID-19 toolkit, businesses can operate in the pandemic with customers and employees feeling safe and healthy. 

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.

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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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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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Gown Your Business with GoCanvas Partner Program

Join our Partner Program and gain instant access to our global network of thought leaders and industry experts enjoying shared collaboration and collective success.

Forte Supply Chain Solutions Partner Video

Partner Snapshot: Forte Supply Chain Solutions

Explore how Forte Supply Chain Solutions partnered with GoCanvas, combining in-house industry expertise with our white-label mobile forms to revolutionize their processes.

Closeup of a handshake.

GoCanvas Integrations: Streamline your Workflow

Integrate with over 1,000 software applications. Enhance your GoCanvas experience by syncing real-time data to one or all of your business tools.

Connect with an Expert Today.

We’ll help you put together the right solution for your needs.

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.

Check out even more resources

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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.

Check out even more resources

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4 Keys to Keeping Your Team (and Customers) Safe During the COVID-19 Pandemic

4 Keys to Keeping Your Team (and Customers) Safe During the COVID-19 Pandemic

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This is not an easy time to be a business owner. It can be overwhelming to stay focused and organized on what we can and should be doing for ourselves, our team, and our customers.

This is a quick look at the big-picture actions you can do to stay proactive and protective while navigating working in the time of Coronavirus.

  • Stay informed.

There’s a lot to know out there. Facts and recommendations have shifted countless times in the last 2 months. New symptoms, updated statistics and protective procedures, and additional regulations are emerging, and it’s crucial that you and your team know the latest.

Keep up with the latest guidelines, but keep in mind that your state and even county or city might have their own specifications (if you have teams across the country or world, make sure you’re tracking what’s happening where they are). Because this is a business environment, OSHA also has some guidance on how to best protect your employees.

  • Understand the risks.

Avoiding unnecessary risks can be a powerful way of taking care of yourself and your business (and not just in relation to Coronavirus, either). In this case, there are two major risk types to be aware of: high risk groups (that is, folks who are more likely to be more gravely affected by the virus) and high risk activities (situations that encourage the spread of the virus).

When it comes to high risk individuals, it’s an increasingly lengthy list. It’s important to remember that while these folks are more at risk in some ways, people of all ages and demographics are being treated for serious COVID-19 complications.

If you have high risk employees on your team, the best thing to do is to allow them to work remotely or separately from the rest of the team if at all possible, or consider staggering work schedules so they aren’t encountering co-workers in the office. This may mean re-assigning tasks or shifting their job duties temporarily or being creative about how to get work done.

If your business serves people who have increased risks, there are precautions that you will need to take to keep them safe (see item number 3 below).

When it comes to high risk activities or situations, anything with people standing in close proximity to one another qualifies. Remember, up to 25% of people who contract Coronavirus are asymptomatic, so the best thing to do is avoid having people in contact if you can.

Of course, the nature of many jobs is to be in contact with people, and so for many, avoiding high risk situations is impossible in the workplace. In that case, again, we’d recommend taking (and enforcing) as many precautions as you and your employees can.

  • Employ and enforce precautions.

All of us, even those who can work remotely and remove themselves from most risks, need to be taking precautions. In workplaces especially, precautions can make all of the difference for both your employees and customers you may still be encountering.

What you should be doing will depend on your industry and situation, but generally, workplace recommendations include:

  1. Clean and disinfect frequently touched surfaces daily
  2. Ensure hygiene supplies are easily available and stocked
  3. Practice social distancing at all times
  4. Cancel gatherings of people (including meetings, conferences, and in-person events)
  5. Cancel non-essential travel
  6. Consider health checks such as employee or visitor screenings

In addition, reviewing, updating, and relaxing paid sick and personal time policies will help encourage people to take the time to stay healthy and not put others at risk.

Make sure that you’re documenting all of your policies formally and distributing them to your team and customers. Let customers know what to expect when they do encounter your staff and what precautions you’re enforcing to keep everybody healthy. Customers will feel better knowing you’ve mitigated the risks to them and to your team.

When your policies are documented and distributed, it’s crucial to enforce them. Checklists, waivers, and employee health screenings are a great way to make sure everyone is following procedures.

  • Recognize signs & symptoms.

Whether you’re seeing your employees in person or performing health screenings remotely, knowing the signs and symptoms of the virus is important.

Just knowing what to look for isn’t enough; what happens (and what should you do) if you or someone on your team experiences them? That all depends on the severity of the symptoms, but self-isolation is certainly the first step.

People who are experiencing symptoms should not be in the office or interacting with customers, and should closely monitor their symptoms. Depending on where you are, they might need to contact their doctor (call before showing up at their office) or state or local health department for their recommendations.

If someone in your office has been sick, make sure to disinfect the space thoroughly and immediately.

There is a lot to take in and a lot to be thinking about. But if you try to focus on those 4 components, your employees, customers, and community will appreciate that you’re taking appropriate precautions during this challenging time.

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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