Identification
Full chemical name, CAS number, product code, supplier contact, and SDS version to ensure exact substance tracking.
A clear assessment form reduces exposure risk, documents controls and training, and creates an auditable record for inspections, incident investigations, and insurance or regulatory review.
Employers and safety personnel complete the form to identify hazards and assign controls before tasks commence.
Supervisors, trained assessors, and affected employees may all review and sign; retained records support audits and incident response.
Full chemical name, CAS number, product code, supplier contact, and SDS version to ensure exact substance tracking.
Key SDS hazard statements, routes of exposure, and physical properties that inform risk and emergency steps.
Estimated exposure concentration, task duration, frequency, and comparison to OSHA/ACGIH limits or other OELs.
Engineering, administrative, and PPE measures with clear responsibilities for implementation and maintenance.
Air monitoring plan, medical surveillance triggers, review frequency, and responsible person for reassessment.
Spaces for assessor sign-off, supervisor acknowledgment, employee briefings, and date stamps for legal traceability.
| Field | Configuration |
|---|---|
| Signature capture | Require signer name, role, and date |
| Conditional fields | Show monitoring fields only if exposure exceeds threshold |
| SDS attachment | Attach latest SDS PDF to each form |
| Reviewer alert | Email notification to EHS on submission |
Choose platforms that support PDF/Word import, mobile completion, audit trails, and common integrations for records management.
Before introducing a new substance or process
At least annually or after process changes
Immediately reassess following spills, exposures, or near misses
Retain injury logs for 5 years (29 CFR §1904.33)
Retain for 30 years (29 CFR §1910.1020)
Record assessor, findings, and effective date for controls.
Document installation or procedural changes and responsible parties.
Log employee briefings and competency checks after controls are applied.
Schedule formal review and any exposure monitoring required.
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