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create a behavior based safety observation form

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A behavior-based safety observation form is used to document safe and at-risk behaviors to comply with safety regulations and promote a proactive safety culture. The form should facilitate the observation of employees to verify if they are following procedures and if the workplace conforms to legal and organizational requirements. [8]

Key components to include in a behavior-based safety observation form:

Date, time, and location of the observation
Name and job title of the observer
Description of the task being observed
Specific behaviors observed (both safe and at-risk)
Classification of the risk level associated with at-risk behaviors
Recommended corrective actions
Responsible person for implementing corrective actions
Due date for corrective actions
Action status
Space for additional notes and comments

[5] To ensure compliance with safety regulations, the form should:

Reference specific regulatory requirements related to the observed behaviors.
Include questions about the availability and use of required PPE.
Address emergency preparedness and communication systems.
Verify that safety rules are visibly posted and provided to employees.

[7] [6] [4] [3] To promote a proactive safety culture, the form should:

Focus on identifying and reinforcing safe behaviors, not just identifying at-risk behaviors.
Encourage open communication and feedback between observers and employees.
Be used as a tool for coaching and mentoring, not for disciplinary action.
Ensure that observations are conducted regularly and consistently.
Provide a mechanism for tracking and trending observation data to identify areas for improvement.

Additionally, consider the following aspects when developing the form:

Housekeeping: Ensure aisles are clear and workstations are not cluttered.
Equipment Guarding: Verify that equipment has proper guarding and emergency stop buttons are accessible.
Training and Competency: Confirm that employees are trained in proper use methods and that training is documented.
PPE: Check for the use of safety glasses, face shields, earplugs/earmuffs, hard hats, gloves, and steel-toed shoes/boots.
Material Handling: Assess whether employees are trained on proper lifting and material handling techniques.
Chemical Safety: Ensure employees are not exposed to hazardous substances without proper HazCom programs and SDSs.
Emergency Preparedness: Confirm the presence of trained CPR/First Aid responders and adequate first aid supplies.

[2] [1] [9]

9 source record(s)

Sources used for this answer

[1] COR 2020 Observation Questions (PDF Form)

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# COR® 2020 Observation Questions (cont.) ## Observations (cont.) NATIONAL COR IHSA.ca Work Safe for Life ANDARD Certified by IHSA COR® 2020 Observation Questions <table><tr><th>3.8</th><th>Are controls made readily available at the point of use?</th><th></th><th></th><th></th><th>Observation and Interview</th></tr><tr><td>Management</td><td>How do you make sure documented controls are readily available?</td><td></td><td></td><td></td><td></td></tr><tr><td>Workers</td><td>Where can you find the documentation on controls?</td><td></td><td></td><td></td><td></td></tr><tr><td colspan="2">Auditor's Notes/Observation Notes</td><td></td><td></td><td></td><td></td></tr><tr><td colspan="6"></td></tr></table> <table><tr><th>3.9</th><th>Are the requirements for controls followed by all workplace parties?</th><th></th><th></th><th></th><th>Observation and Interview</th></tr><tr><td>Management</td><td>How do you ensure that everyone complies with the requirements for controls?</td><td></td><td></td><td></td><td></td></tr><tr><td>Workers</td><td>Do you comply with the requirements for controls? Do you find that everyone complies with the requirements for controls?</td><td></td><td></td><td></td><td></td></tr><tr><td colspan="2">Auditor's Notes/Observation Notes</td><td></td><td></td><td></td><td></td></tr><tr><td colspan="6"></td></tr></table> <table><tr><th>5.4</th><th>Are the rules visibly posted or provided to each employee?</th><th>2</th><th></th><th></th><th>Observation or Interview</th></tr><tr><td>Management</td><td>Are company rules provided to workers and/or posted in the workplace? When and where?</td><td></td><td></td><td></td><td></td></tr><tr><td>Workers</td><td>Were you given the company rules or do you know where they are posted?</td><td></td><td></td><td></td><td></td></tr><tr><td colspan="2">Auditor's Notes/Observation Notes</td><td></td><td></td><td></td><td></td></tr><tr><td colspan="6"></td></tr></table> Infrastructure Health & Safety Association (IHSA…

[2] COR 2020 Observation Questions (PDF Form)

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# COR® 2020 Observation Questions (cont.) ## Observations (cont.) NATIONAL COR IHSA.ca Work Safe for Life ANDARD Certified by IHSA COR® 2020 Observation Questions <table><tr><th>6.7</th><th>Is adequate PPE provided and made available to workers for specific activities?</th><th>3</th><th></th><th></th><th>Observation and Interview</th></tr><tr><td>Management</td><td>How do you ensure that appropriate PPE is made available?</td><td></td><td></td><td></td><td></td></tr><tr><td>Workers</td><td>What PPE is provided by your employer? Is it readily available?</td><td></td><td></td><td></td><td></td></tr><tr><td colspan="2">Auditor's Notes/Observation Notes</td><td></td><td></td><td></td><td></td></tr><tr><td colspan="6"></td></tr></table> <table><tr><th>6.9</th><th>Do management, supervisors, workers and sub-contractors/suppliers of services use required PPE?</th><th>2</th><th>Observation</th></tr><tr><td>Auditor's</td><td>Notes/Observation Notes</td><td></td><td></td></tr><tr><td colspan="4"></td></tr></table> 11.3 Auditor's Notes/Observation Notes Do documented Emergency Preparedness and Emergency Response Plans include the most appropriate responses to identified hazards and address the potential for emergency situations? 4 2 Documentation and Observation 11.6 Do the plans include periodic inspection of first aid facilities and equipment? 2 * Observation Auditor's Notes Infrastructure Health & Safety Association (IHSA) © 12/20 5

[3] Facility Safety Inspection Form

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# Facility Safety Inspection Form <table><tr><th>Are the following conditions present at the worksite?</th><th>Yes</th><th>No</th><th>N/A</th><th>Source</th></tr><tr><td>1. Fumes or Vapors</td><td></td><td></td><td></td><td></td></tr><tr><td>2. Dust</td><td></td><td></td><td></td><td></td></tr><tr><td>3. Excessive heat or cold</td><td></td><td></td><td></td><td></td></tr><tr><td>4. Heights</td><td></td><td></td><td></td><td></td></tr><tr><td>5. Noise or vibration</td><td>וחוח</td><td></td><td></td><td></td></tr><tr><td>6. Underground work</td><td></td><td></td><td></td><td></td></tr><tr><td>7. Sufficient lighting</td><td></td><td></td><td></td><td></td></tr><tr><td>Housekeeping</td><td>Yes</td><td>No</td><td>N/A</td><td>Comments</td></tr><tr><td>8. Are aisles clearly marked and unobstructed?</td><td></td><td></td><td></td><td></td></tr><tr><td>9. Are workstations cluttered or crowded?</td><td></td><td></td><td></td><td></td></tr><tr><td>10. Are materials store in identified areas?</td><td></td><td></td><td></td><td></td></tr><tr><td>11. Is there paper, plastic wrap, parts, or any other object that could cause slips/falls on the floor?</td><td></td><td></td><td></td><td></td></tr><tr><td>12. Are the floors free of spills or liquids?</td><td></td><td></td><td></td><td></td></tr><tr><td>Machines</td><td>Yes</td><td>No</td><td>N/A</td><td>Comments</td></tr><tr><td>13. Does equipment have proper guarding? (Look for pinch points, exposed rotating, moving parts, etc)</td><td></td><td></td><td></td><td></td></tr><tr><td>14. Are emergency stop buttons readily accessible to the operator?</td><td></td><td></td><td></td><td></td></tr><tr><td>15. Are machine operators trained in proper use methods?</td><td></td><td></td><td></td><td></td></tr><tr><td>16. Are training methods documented?</td><td></td><td></td><td></td><td></td></tr><tr><td>Which Personal Protective Equipment pieces are required?</td><td>Yes</td><td>No</td><td>N/A</td><td>Comments</td></tr><tr><td>17. Safety glas…

[4] Facility Safety Inspection Form

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# Facility Safety Inspection Form (cont.) <table><tr><th>18. Face shields</th><th></th><th></th><th></th><th></th></tr><tr><td>19. Earplugs/earmuffs</td><td></td><td></td><td></td><td></td></tr><tr><td>20. Hard hats</td><td></td><td></td><td></td><td></td></tr><tr><td>21. Gloves</td><td></td><td></td><td></td><td></td></tr><tr><td>22. Steel toes shoes/boots</td><td></td><td></td><td></td><td></td></tr><tr><td>23. Protective clothing</td><td></td><td></td><td></td><td></td></tr><tr><td>24. Are PPE guidelines in place and enforced?</td><td></td><td></td><td></td><td></td></tr><tr><td>Lifting</td><td>Yes</td><td>No</td><td>N/A</td><td>Comments</td></tr><tr><td>25. Are employees trained on proper lifting and material handling techniques?</td><td>ㅁㅁㅁ</td><td></td><td></td><td></td></tr><tr><td>26. Is the average weight an employee lifts greater than 35 pounds? If yes, training should be provided to ensure lifting is done properly.</td><td></td><td></td><td></td><td></td></tr><tr><td>Repetitive Motions</td><td>Yes</td><td>No</td><td>N/A</td><td>Comments</td></tr><tr><td>27. Are job assignments repetitive? (ex: same work cycle repeated every 30 seconds)</td><td></td><td></td><td></td><td></td></tr><tr><td>28. What body parts are impacted?</td><td></td><td></td><td></td><td></td></tr><tr><td>29. Are job assignments rotated?</td><td></td><td></td><td></td><td></td></tr><tr><td>Lift Trucks</td><td>Yes</td><td>No</td><td>N/A</td><td>Comments</td></tr><tr><td>30. Is there adequate aisle space for fork truck traffic?</td><td></td><td></td><td></td><td></td></tr><tr><td>31. Do fork trucks have warning alarms and lights?</td><td></td><td></td><td></td><td></td></tr><tr><td>32. Are drivers trained and certified?</td><td></td><td></td><td></td><td></td></tr><tr><td>Chemicals</td><td>Yes</td><td>No</td><td>N/A</td><td>Comments</td></tr><tr><td>33. Are employees exposed to potentially hazardous substances/chemicals as part of their job duties?</td><td></td><td></td><td></td><td></td>…

[5] COR 2020 Observation Questions (PDF Form)

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# COR® 2020 Observation Questions IHSA COR® 2020 Observation Questions NATIONAL COR IHSA.ca Work Safe for Life ## Observations The purpose of conducting observations is to verify the information gathered during the documentation review and the interviews. Specifically, the auditor is visually confirming whether the workers are following procedures and/or whether the workplace/site conforms to the legal and organization OHSMS requirements. For example, a health and safety policy is required to be posted. This can be verified through observation and full marks can be granted if observed. Enter your detailed observation notes in the auditor's notes section of the Audit Tool. The worksites included in the audit must be representative of the overall organization operations. To determine the number of worksites to visit refer to the Worksite Observations Guidelines table. In addition to these active sites the main office/shop visit must be included in the scope of the audit. <table><tr><th colspan="2">Worksite Observations Guidelines</th></tr><tr><td>Active Sites</td><td>Minimum Number of Sites to be Visited*</td></tr><tr><td>1</td><td>Site must be visited</td></tr><tr><td>2</td><td>Both sites must be visited</td></tr><tr><td>3-4</td><td>At least 2 sites must be visited</td></tr><tr><td>5-8</td><td>At least 3 sites must be visited</td></tr><tr><td>9-30</td><td>At least one third (1/3) of the sites must be visited</td></tr><tr><td>30+</td><td>Employer/auditor must contact IHSA to determine representative sampling for worksite observation</td></tr></table> * The main office/shop must be included in addition to these worksites. Infrastructure Health & Safety Association (IHSA) © 12/20 2

[6] Effective Workplace Inspections

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# Observation (cont.) ## Appendix (cont.) <table><tr><th colspan="2">Observation</th><th colspan="3">Classification</th><th colspan="4">Follow-Up</th></tr><tr><td>Item ID</td><td>Item Description and Location</td><td>Hazard Type</td><td>Repeat Item? Y/N</td><td>Priority A/B/C</td><td>Recommended Corrective Action(s)</td><td>Responsible Person</td><td>Due Date</td><td>Action Status</td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td>Report Date</td><td>Review (DD-MM-YYYY)</td><td></td><td></td><td></td><td></td><td></td><td></td><td></td></tr><tr><td colspan="2">Copies To (Name / Title)</td><td colspan="7"></td></tr></table> Fact sheet last revised: 2022-10-26 ## Disclaimer Although every effort is made to ensure the accuracy, currency and completeness of the information, CCOHS does not guarantee, warrant, represent or undertake that the information provided is correct, accurate or current. CCOHS is not liable for any loss, claim, or demand arising directly or indirectly from any use or reliance upon the information. Effective Workplace Inspections CCOHS

[7] COR 2020 Observation Questions (PDF Form)

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# COR® 2020 Observation Questions (cont.) ## Observations (cont.) NATIONAL COR IHSA.ca Work Safe for Life IHSA COR® 2020 Observation Questions 11.15 Are required first aid stations, facilities and supplies available? * Observation Auditor's Notes/Observation Notes <table><tr><th>13.5</th><th>Are copies of relevant legislation readily available and/or posted when required at each workplace?</th><th></th><th>*</th><th>Observation and Interview</th></tr><tr><td>Workers</td><td>Tell me where to find workplace health and safety legislation?</td><td></td><td></td><td></td></tr><tr><td>Auditor's</td><td>Notes/Observation Notes</td><td></td><td></td><td></td></tr><tr><td colspan="5"></td></tr></table> <table><tr><th>13.6</th><th>Are legislated posting requirements being met?</th><th>2</th><th>*</th><th>Observation</th></tr><tr><td>Auditor's</td><td>Notes/Observation Notes</td><td></td><td></td><td></td></tr><tr><td colspan="5"></td></tr></table> Infrastructure Health & Safety Association (IHSA) © 12/20

[8] Facility Safety Inspection Form

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# Facility Safety Inspection Form (cont.) <table><tr><th>Noise</th><th>Yes</th><th>No</th><th>N/A</th><th>Comments</th></tr><tr><td>35. Has a noise survey been done?</td><td></td><td></td><td></td><td></td></tr><tr><td>36. Are employees consistently exposed to noise levels of 85 DBA or greater?</td><td></td><td></td><td></td><td></td></tr><tr><td>37. Is audiometric testing provided to employees at hire to establish a baseline and annually thereafter?</td><td></td><td></td><td></td><td></td></tr><tr><td>General</td><td>Yes</td><td>No</td><td>N/A</td><td>Comments</td></tr><tr><td>38. Are trained CPR/First Aid responders present on all shifts?</td><td></td><td></td><td></td><td></td></tr><tr><td>39. Are adequate First aid supplies available?</td><td></td><td></td><td></td><td></td></tr><tr><td>40. Are exits clearly marked?</td><td></td><td></td><td></td><td></td></tr><tr><td>41. Are internal shelters identified?</td><td></td><td></td><td></td><td></td></tr><tr><td>42. Will employees be attending regular safety meetings?</td><td></td><td></td><td></td><td></td></tr></table> KEMI does not assume liability for the content of information contained herein. Safety and health remain your responsibility. This information is to be used for informational purposes only and not intended to be exhaustive or a substitute for proper training, supervision or manufacturers' instructions/recommendations. KEMI, by publication of this information, does not assume liability for damage or injury arising from reliance upon it. Compliance with this information is not a guarantee or warranty that you will be in conformity with any laws or regulations nor does it ensure the absolute safety of any person, place or object, including, but not limited to, you, your occupation, employees, customers or place of business. KEMI Making workers' comp work

[9] COR 2020 Observation Questions (PDF Form)

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# COR® 2020 Observation Questions (cont.) ## Observations (cont.) NATIONAL COR IHSA.ca Work Safe for Life IHSA COR® 2020 Observation Questions <table><tr><th>11.9</th><th>Is an appropriate emergency communication system in place to alert workplace parties to the emergency?</th><th>2</th><th></th><th>*</th><th>Observation and Interview</th></tr><tr><td>Management</td><td>How is an emergency communicated to the workers?</td><td></td><td></td><td></td><td></td></tr><tr><td>Workers</td><td>If an emergency were to occur right now how would you know?</td><td></td><td></td><td></td><td></td></tr><tr><td colspan="2">Auditor's Notes/Observation Notes</td><td></td><td></td><td></td><td></td></tr><tr><td colspan="6"></td></tr></table> 11.11 Are the appropriate number and type of fire extinguishers at marked locations? 2 * Documentation and Observation Auditor's Notes/Observation Notes <table><tr><th>11.13</th><th>Are fire extinguishers regularly inspected and maintained as per manufacturer and legislative requirements?</th><th>2</th><th>*</th><th>Documentation and Observation</th></tr><tr><td></td><td>Notes/Observation Notes</td><td></td><td></td><td></td></tr><tr><td colspan="5"></td></tr></table> <table><tr><th>11.14</th><th>Is there provision for transporting an injured worker to a hospital or medical facility?</th><th>1</th><th></th><th>*</th><th>Observation and Interview</th></tr><tr><td>Management</td><td>If someone gets hurt on the job how do they get to medical assistance?</td><td></td><td></td><td></td><td></td></tr></table> Auditor's Notes/Observation Notes Infrastructure Health & Safety Association (IHSA) © 12/20 6

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Publisher: SALUS
Final reviewer: Francis Langlois
Original answer: Mar 25, 2026

Who, how, and why

Rosie, the contractors' AI Admin & Risk Assistant, works across the operational workflows to take care of the busy work, make capture in the field effortless, surface risk, and create business-ready outputs—without removing human judgment.

Rosie was grounded in a curated, human-created, SALUS-verified source library and retrieved relevant material for each question. SALUS published the English answer exactly as generated after duplicate screening. Francis Langlois reviewed the English content.

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Chemical safety Safety compliance Emergency response Equipment safety Personal protective equipment Safety training

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