Safety & Environmental Compliance Audit Checklist

{ "Title": "Safety & Environmental Compliance Audit", "IntroductionHtml": "

Purpose

Use this audit to assess and document key safety and environmental controls across a plant or site. Capture where evidence (photos, documents) is stored, score severity, assign remediation owners and timelines, and create a ready-to-share evidence packet for inspections. Enter dates as YYYY-MM-DD. Severity guidance: 5 = Immediate risk; 4 = High; 3 = Moderate; 2 = Low; 1 = Observation.

How to use

• Answer each item truthfully. If not applicable, mark N/A where available.
• Record evidence references (photo IDs, file names, or shared folder links) so an inspector can verify quickly.
• Use the remediation fields to create assigned, time-bound corrective actions.
• After saving, collect files referenced in Evidence fields and save them to the folder recorded under Evidence packet location.

", "SubmitLabel": "Save Audit", "SuccessMessage": "Audit saved. You can return to add closure evidence or export an evidence packet.", "DataType": "SafetyEnvironmentalAudit", "SchemaVersion": 1, "Fields": [ { "Key": "inspector_name", "FieldType": "text", "Label": "Inspector name", "Required": true, "HelpText": "Name of person performing the audit." }, { "Key": "audit_date", "FieldType": "text", "Label": "Audit date", "Required": true, "HelpText": "Use YYYY-MM-DD." }, { "Key": "plant_area", "FieldType": "text", "Label": "Area / Department", "Required": true, "HelpText": "Where the inspection took place (line, cell, building, zone)." }, { "Key": "scope_notes", "FieldType": "textarea", "Label": "Scope / notes", "HelpText": "Brief description of what was inspected (shifts, equipment, limits)." }, { "Key": "item1_title", "FieldType": "text", "Label": "Item: LOTO procedures are documented and accessible", "HelpText": "Where procedures are kept (paper, digital)." }, { "Key": "item1_compliant", "FieldType": "yesno", "Label": "Compliant?", "Required": true }, { "Key": "item1_evidence", "FieldType": "textarea", "Label": "Evidence (photo IDs, document name, location)", "HelpText": "Record file names, photo IDs, or shared folder link." }, { "Key": "item1_severity", "FieldType": "scale", "Label": "Severity (1=Observation,5=Immediate)", "Required": true, "Scale": { "Min": 1, "Max": 5 }, "HelpText": "Use higher severity for risks that could cause injury or environmental release." }, { "Key": "item1_remediation", "FieldType": "textarea", "Label": "Required remediation", "HelpText": "Describe corrective actions." }, { "Key": "item1_owner", "FieldType": "text", "Label": "Remediation owner", "HelpText": "Person or role responsible." }, { "Key": "item1_timeline", "FieldType": "select", "Label": "Recommended remediation timeline", "Options": [ { "Value": "immediate", "Label": "Immediate (0-1 days)" }, { "Value": "short", "Label": "Short (2-7 days)" }, { "Value": "medium", "Label": "Medium (8-30 days)" }, { "Value": "long", "Label": "Long (31-90 days)" }, { "Value": "planned", "Label": "Planned (>90 days)" }, { "Value": "na", "Label": "Not required / N/A" } ] }, { "Key": "item1_followup", "FieldType": "yesno", "Label": "Follow-up required?" }, { "Key": "item2_title", "FieldType": "text", "Label": "Item: Required PPE is available and being used", "HelpText": "Includes specialized PPE where required (respirators, arc flash, chemical)." }, { "Key": "item2_compliant", "FieldType": "yesno", "Label": "Compliant?", "Required": true }, { "Key": "item2_evidence", "FieldType": "textarea", "Label": "Evidence (photo IDs, inventory list)", "HelpText": "List missing items or show photos of correct use." }, { "Key": "item2_severity", "FieldType": "scale", "Label": "Severity (1-5)", "Scale": { "Min": 1, "Max": 5 }, "Required": true }, { "Key": "item2_remediation", "FieldType": "textarea", "Label": "Required remediation" }, { "Key": "item2_owner", "FieldType": "text", "Label": "Remediation owner" }, { "Key": "item2_timeline", "FieldType": "select", "Label": "Recommended remediation timeline", "Options": [ { "Value": "immediate", "Label": "Immediate (0-1 days)" }, { "Value": "short", "Label": "Short (2-7 days)" }, { "Value": "medium", "Label": "Medium (8-30 days)" }, { "Value": "long", "Label": "Long (31-90 days)" }, { "Value": "planned", "Label": "Planned (>90 days)" }, { "Value": "na", "Label": "Not required / N/A" } ] }, { "Key": "item2_followup", "FieldType": "yesno", "Label": "Follow-up required?" }, { "Key": "item3_title", "FieldType": "text", "Label": "Item: Hazardous materials are properly labeled and stored", "HelpText": "Labels, SDS accessibility, segregation, secondary containment." }, { "Key": "item3_compliant", "FieldType": "yesno", "Label": "Compliant?", "Required": true }, { "Key": "item3_evidence", "FieldType": "textarea", "Label": "Evidence (labels, SDS link, photo IDs)" }, { "Key": "item3_severity", "FieldType": "scale", "Label": "Severity (1-5)", "Scale": { "Min": 1, "Max": 5 }, "Required": true }, { "Key": "item3_remediation", "FieldType": "textarea", "Label": "Required remediation" }, { "Key": "item3_owner", "FieldType": "text", "Label": "Remediation owner" }, { "Key": "item3_timeline", "FieldType": "select", "Label": "Recommended remediation timeline", "Options": [ { "Value": "immediate", "Label": "Immediate (0-1 days)" }, { "Value": "short", "Label": "Short (2-7 days)" }, { "Value": "medium", "Label": "Medium (8-30 days)" }, { "Value": "long", "Label": "Long (31-90 days)" }, { "Value": "planned", "Label": "Planned (>90 days)" }, { "Value": "na", "Label": "Not required / N/A" } ] }, { "Key": "item3_followup", "FieldType": "yesno", "Label": "Follow-up required?" }, { "Key": "item4_title", "FieldType": "text", "Label": "Item: Spill response equipment and materials are available and inspected", "HelpText": "Spill kits, absorbents, PPE, and containment available onsite." }, { "Key": "item4_compliant", "FieldType": "yesno", "Label": "Compliant?", "Required": true }, { "Key": "item4_evidence", "FieldType": "textarea", "Label": "Evidence (inventory, photo IDs)" }, { "Key": "item4_severity", "FieldType": "scale", "Label": "Severity (1-5)", "Scale": { "Min": 1, "Max": 5 }, "Required": true }, { "Key": "item4_remediation", "FieldType": "textarea", "Label": "Required remediation" }, { "Key": "item4_owner", "FieldType": "text", "Label": "Remediation owner" }, { "Key": "item4_timeline", "FieldType": "select", "Label": "Recommended remediation timeline", "Options": [ { "Value": "immediate", "Label": "Immediate (0-1 days)" }, { "Value": "short", "Label": "Short (2-7 days)" }, { "Value": "medium", "Label": "Medium (8-30 days)" }, { "Value": "long", "Label": "Long (31-90 days)" }, { "Value": "planned", "Label": "Planned (>90 days)" }, { "Value": "na", "Label": "Not required / N/A" } ] }, { "Key": "item4_followup", "FieldType": "yesno", "Label": "Follow-up required?" }, { "Key": "item5_title", "FieldType": "text", "Label": "Item: Waste is segregated, contained, and labeled properly", "HelpText": "Hazardous and non-hazardous waste separation, containers closed and labeled." }, { "Key": "item5_compliant", "FieldType": "yesno", "Label": "Compliant?", "Required": true }, { "Key": "item5_evidence", "FieldType": "textarea", "Label": "Evidence (photo IDs, manifest refs)" }, { "Key": "item5_severity", "FieldType": "scale", "Label": "Severity (1-5)", "Scale": { "Min": 1, "Max": 5 }, "Required": true }, { "Key": "item5_remediation", "FieldType": "textarea", "Label": "Required remediation" }, { "Key": "item5_owner", "FieldType": "text", "Label": "Remediation owner" }, { "Key": "item5_timeline", "FieldType": "select", "Label": "Recommended remediation timeline", "Options": [ { "Value": "immediate", "Label": "Immediate (0-1 days)" }, { "Value": "short", "Label": "Short (2-7 days)" }, { "Value": "medium", "Label": "Medium (8-30 days)" }, { "Value": "long", "Label": "Long (31-90 days)" }, { "Value": "planned", "Label": "Planned (>90 days)" }, { "Value": "na", "Label": "Not required / N/A" } ] }, { "Key": "item5_followup", "FieldType": "yesno", "Label": "Follow-up required?" }, { "Key": "item6_title", "FieldType": "text", "Label": "Item: Required permits and authorizations are current", "HelpText": "Operating permits, air/waste permits, hot work, confined space entry permits." }, { "Key": "item6_compliant", "FieldType": "yesno", "Label": "Compliant?", "Required": true }, { "Key": "item6_evidence", "FieldType": "textarea", "Label": "Evidence (permit numbers, expiry dates, file locations)" }, { "Key": "item6_severity", "FieldType": "scale", "Label": "Severity (1-5)", "Scale": { "Min": 1, "Max": 5 }, "Required": true }, { "Key": "item6_remediation", "FieldType": "textarea", "Label": "Required remediation" }, { "Key": "item6_owner", "FieldType": "text", "Label": "Remediation owner" }, { "Key": "item6_timeline", "FieldType": "select", "Label": "Recommended remediation timeline", "Options": [ { "Value": "immediate", "Label": "Immediate (0-1 days)" }, { "Value": "short", "Label": "Short (2-7 days)" }, { "Value": "medium", "Label": "Medium (8-30 days)" }, { "Value": "long", "Label": "Long (31-90 days)" }, { "Value": "planned", "Label": "Planned (>90 days)" }, { "Value": "na", "Label": "Not required / N/A" } ] }, { "Key": "item6_followup", "FieldType": "yesno", "Label": "Follow-up required?" }, { "Key": "item7_title", "FieldType": "text", "Label": "Item: Environmental monitoring and records are current", "HelpText": "Emissions, wastewater, stack monitoring, calibration records for instruments." }, { "Key": "item7_compliant", "FieldType": "yesno", "Label": "Compliant?", "Required": true }, { "Key": "item7_evidence", "FieldType": "textarea", "Label": "Evidence (reports, dates, file locations)" }, { "Key": "item7_severity", "FieldType": "scale", "Label": "Severity (1-5)", "Scale": { "Min": 1, "Max": 5 }, "Required": true }, { "Key": "item7_remediation", "FieldType": "textarea", "Label": "Required remediation" }, { "Key": "item7_owner", "FieldType": "text", "Label": "Remediation owner" }, { "Key": "item7_timeline", "FieldType": "select", "Label": "Recommended remediation timeline", "Options": [ { "Value": "immediate", "Label": "Immediate (0-1 days)" }, { "Value": "short", "Label": "Short (2-7 days)" }, { "Value": "medium", "Label": "Medium (8-30 days)" }, { "Value": "long", "Label": "Long (31-90 days)" }, { "Value": "planned", "Label": "Planned (>90 days)" }, { "Value": "na", "Label": "Not required / N/A" } ] }, { "Key": "item7_followup", "FieldType": "yesno", "Label": "Follow-up required?" }, { "Key": "item8_title", "FieldType": "text", "Label": "Item: Emergency shower and eyewash are functional and accessible", "HelpText": "Weekly checks, clear access, signage." }, { "Key": "item8_compliant", "FieldType": "yesno", "Label": "Compliant?", "Required": true }, { "Key": "item8_evidence", "FieldType": "textarea", "Label": "Evidence (inspection log, photo IDs)" }, { "Key": "item8_severity", "FieldType": "scale", "Label": "Severity (1-5)", "Scale": { "Min": 1, "Max": 5 }, "Required": true }, { "Key": "item8_remediation", "FieldType": "textarea", "Label": "Required remediation" }, { "Key": "item8_owner", "FieldType": "text", "Label": "Remediation owner" }, { "Key": "item8_timeline", "FieldType": "select", "Label": "Recommended remediation timeline", "Options": [ { "Value": "immediate", "Label": "Immediate (0-1 days)" }, { "Value": "short", "Label": "Short (2-7 days)" }, { "Value": "medium", "Label": "Medium (8-30 days)" }, { "Value": "long", "Label": "Long (31-90 days)" }, { "Value": "planned", "Label": "Planned (>90 days)" }, { "Value": "na", "Label": "Not required / N/A" } ] }, { "Key": "item8_followup", "FieldType": "yesno", "Label": "Follow-up required?" }, { "Key": "item9_title", "FieldType": "text", "Label": "Item: Signage, floor markings and egress are clear", "HelpText": "Safety signs, hazard markings, aisle markings, emergency exits." }, { "Key": "item9_compliant", "FieldType": "yesno", "Label": "Compliant?", "Required": true }, { "Key": "item9_evidence", "FieldType": "textarea", "Label": "Evidence (photo IDs, location)" }, { "Key": "item9_severity", "FieldType": "scale", "Label": "Severity (1-5)", "Scale": { "Min": 1, "Max": 5 }, "Required": true }, { "Key": "item9_remediation", "FieldType": "textarea", "Label": "Required remediation" }, { "Key": "item9_owner", "FieldType": "text", "Label": "Remediation owner" }, { "Key": "item9_timeline", "FieldType": "select", "Label": "Recommended remediation timeline", "Options": [ { "Value": "immediate", "Label": "Immediate (0-1 days)" }, { "Value": "short", "Label": "Short (2-7 days)" }, { "Value": "medium", "Label": "Medium (8-30 days)" }, { "Value": "long", "Label": "Long (31-90 days)" }, { "Value": "planned", "Label": "Planned (>90 days)" }, { "Value": "na", "Label": "Not required / N/A" } ] }, { "Key": "item9_followup", "FieldType": "yesno", "Label": "Follow-up required?" }, { "Key": "item10_title", "FieldType": "text", "Label": "Item: Training and records are current for job-specific hazards", "HelpText": "Qualified operators, LOTO training, hazardous waste training, confined space training." }, { "Key": "item10_compliant", "FieldType": "yesno", "Label": "Compliant?", "Required": true }, { "Key": "item10_evidence", "FieldType": "textarea", "Label": "Evidence (training matrix, dates, file locations)" }, { "Key": "item10_severity", "FieldType": "scale", "Label": "Severity (1-5)", "Scale": { "Min": 1, "Max": 5 }, "Required": true }, { "Key": "item10_remediation", "FieldType": "textarea", "Label": "Required remediation" }, { "Key": "item10_owner", "FieldType": "text", "Label": "Remediation owner" }, { "Key": "item10_timeline", "FieldType": "select", "Label": "Recommended remediation timeline", "Options": [ { "Value": "immediate", "Label": "Immediate (0-1 days)" }, { "Value": "short", "Label": "Short (2-7 days)" }, { "Value": "medium", "Label": "Medium (8-30 days)" }, { "Value": "long", "Label": "Long (31-90 days)" }, { "Value": "planned", "Label": "Planned (>90 days)" }, { "Value": "na", "Label": "Not required / N/A" } ] }, { "Key": "item10_followup", "FieldType": "yesno", "Label": "Follow-up required?" }, { "Key": "overall_priority", "FieldType": "scale", "Label": "Overall area priority (1 low - 5 high)", "Scale": { "Min": 1, "Max": 5 }, "HelpText": "Inspector judgment of overall urgency for the area." }, { "Key": "recommended_summary", "FieldType": "textarea", "Label": "Audit summary and recommended next steps", "HelpText": "Summarize top 3 corrective priorities and suggested owners/next actions." }, { "Key": "evidence_packet_location", "FieldType": "text", "Label": "Evidence packet location (folder link or reference)", "HelpText": "Shared folder link or photo IDs where evidence files are stored." }, { "Key": "request_followup_inspection", "FieldType": "yesno", "Label": "Request a follow-up inspection?" }, { "Key": "inspector_signature", "FieldType": "text", "Label": "Inspector signature / initials", "HelpText": "Typed name or initials are acceptable for recordkeeping." } ] }