Occupational Health & Safety Management
Shows that you identify hazards, control risks to people and involve workers in safety.
A complete documentation kit written to ISO 45001:2018 including Amendment 1:2024 (climate action changes): manual, policies, procedures, SOPs, forms, registers, process maps, indicator and risk frameworks, audit and management review packs, an implementation roadmap, sector guides and commercial templates, with every clause mapped to the document that meets it, and worker consultation and participation built into the system.
- Edition 2018
- 201 Word + 31 Excel files
- One organization
- Downloads open 7 days after payment
You need this if
- Your people work on sites, with machinery, at height, or with contractors.
- A client prequalification asks for ISO 45001 or a certified safety system.
- You are moving from OHSAS 18001 or an informal safety manual.
What you get, in numbers
Counted from the files in the pack. Every file title is listed further down.
What this toolkit is not
Worth knowing before you buy.
Not the certificate
Certification is decided by an independent certification body after it audits a system you have run for some months, with records. No toolkit can guarantee it.
Not the ISO text
The standard is copyrighted and sold by ISO and national standards bodies. Buy your own copy. The toolkit describes requirements in its own words.
Not a consultant
We do not assess your organization. You review, adapt and approve every document before you use it.
What’s inside
15 numbered folders. Open any folder to see the title of every file in it. Titles only: the files themselves are delivered after payment.
00Start Here
Six guides: read-me, how to implement with an initial review checklist, documentation structure, quick start, an ISO 45001:2018 clause mapping guide covering Amendment 1:2024, and a certification preparation guide.
6 files
- WordSH-001 Read Me Guide
- WordSH-002 How to Implement Guide
- WordSH-003 Documentation Structure Guide
- WordSH-004 Quick Start Guide
- WordSH-005 ISO 45001-2018 Clause Mapping Guide
- WordSH-006 Certification Preparation Guide
01Master Index
One Excel register of every controlled document: number, title, type, owner, department, retention and clause, with review dates and overdue flags.
1 file
- ExcelREG-01 Master Document Register
02Manual
The Occupational Health and Safety Management System Manual, section-numbered to match clauses 4 to 10: context and the climate decision, leadership commitments, consultation and participation of workers, hazard identification, risk assessment, hierarchy of controls, management of change, contractors, emergency response, performance evaluation, audit, management review and improvement.
1 file
- WordHS-001 Occupational Health and Safety Management System Manual
03Procedures (P-001 to P-030)
Document and record control, context, hazard identification, risk assessment, opportunities, legal requirements, planning, objectives, worker consultation, competence, training, communication, operational control, hierarchy of controls and PPE, change, procurement, contractors, permit to work, emergencies, first aid, monitoring, calibration, compliance, audit, management review, incidents, corrective action, improvement and worker health. Each has a flowchart, responsibility table, controls, risk and indicator matrices.
30 files
- WordP-001 Document Control Procedure
- WordP-002 Record Control Procedure
- WordP-003 Context, Interested Parties and Scope Procedure
- WordP-004 Hazard Identification Procedure
- WordP-005 OH&S Risk Assessment Procedure
- WordP-006 Opportunities and Other Risks Procedure
- WordP-007 Legal and Other Requirements Procedure
- WordP-008 Planning Action Procedure
- WordP-009 OH&S Objectives and Planning Procedure
- WordP-010 Consultation and Participation of Workers Procedure
- WordP-011 Resources and Competence Procedure
- WordP-012 Awareness and Training Procedure
- WordP-013 Communication Procedure
- WordP-014 Operational Planning and Control Procedure
- WordP-015 Hierarchy of Controls and PPE Procedure
- WordP-016 Management of Change Procedure
- WordP-017 Procurement and Outsourcing Control Procedure
- WordP-018 Contractor Management Procedure
- WordP-019 Permit to Work and Safe Systems of Work Procedure
- WordP-020 Emergency Preparedness and Response Procedure
- WordP-021 First Aid and Medical Response Procedure
- WordP-022 Monitoring, Measurement and Performance Evaluation Procedure
- WordP-023 Equipment Inspection and Calibration Procedure
- WordP-024 Evaluation of Compliance Procedure
- WordP-025 Internal Audit Procedure
- WordP-026 Management Review Procedure
- WordP-027 Incident Reporting and Investigation Procedure
- WordP-028 Nonconformity and Corrective Action Procedure
- WordP-029 Continual Improvement Procedure
- WordP-030 Worker Health, Wellbeing and Return to Work Procedure
04Policies (POL-001 to POL-013)
OH&S policy, document control, record retention, hazard and risk, legal requirements, competence, worker consultation and participation, procurement and contractors, incident reporting and non-retaliation, internal audit, continual improvement, health and wellbeing, and emergency preparedness and first aid.
13 files
- WordPOL-001 OH&S Policy
- WordPOL-002 Document Control Policy
- WordPOL-003 Record Retention Policy
- WordPOL-004 Hazard, Risk and Opportunity Policy
- WordPOL-005 Legal and Other Requirements Policy
- WordPOL-006 Competence, Training and Awareness Policy
- WordPOL-007 Consultation and Participation of Workers Policy
- WordPOL-008 Procurement, Contractor and Outsourcing Policy
- WordPOL-009 Incident Reporting, Investigation and Non-Retaliation Policy
- WordPOL-010 Internal Audit Policy
- WordPOL-011 Continual Improvement and Management Review Policy
- WordPOL-012 Worker Health, Wellbeing and Psychosocial Risk Policy
- WordPOL-013 Emergency Preparedness and First Aid Policy
05SOP Library (SOP-001 to SOP-040)
Step-by-step task instructions with safety points, flowcharts, acceptance criteria and common problems: from walk-throughs and job safety analysis to permits, work at height, confined space, lockout, machinery, hazardous substances, noise, heat, fire, PPE, first aid and return to work.
40 files
- WordSOP-001 Document Issue and Withdrawal
- WordSOP-002 Records Filing and Archiving
- WordSOP-003 Context Review Workshop
- WordSOP-004 Worker and Interested Party Needs Review
- WordSOP-005 Workplace Hazard Walk-through
- WordSOP-006 Job Safety Analysis
- WordSOP-007 Risk Rating and Ranking
- WordSOP-008 Risk Assessment Review after Change or Incident
- WordSOP-009 Opportunity Workshop
- WordSOP-010 Legal Register Maintenance
- WordSOP-011 Planning Action Follow-up
- WordSOP-012 Objective Setting with Worker Input
- WordSOP-013 Safety Committee Meeting
- WordSOP-014 Consultation on Changes and Controls
- WordSOP-015 Employee Safety Induction
- WordSOP-016 Toolbox Talks
- WordSOP-017 Training Effectiveness Evaluation
- WordSOP-018 Handling Safety Concerns and Stop-Work
- WordSOP-019 Safety Communication to Contractors and Visitors
- WordSOP-020 Permit to Work Issue and Close-out
- WordSOP-021 Work at Height
- WordSOP-022 Confined Space Entry
- WordSOP-023 Electrical Safety and Lockout and Tagout
- WordSOP-024 Manual Handling
- WordSOP-025 Machinery Guarding and Safe Operation
- WordSOP-026 Hazardous Substances Handling
- WordSOP-027 Noise and Hearing Protection
- WordSOP-028 Heat Stress and Hot Weather Work
- WordSOP-029 Fire Prevention and Hot Work
- WordSOP-030 PPE Selection, Issue and Inspection
- WordSOP-031 Change Request Assessment
- WordSOP-032 Purchasing of Equipment and Substances
- WordSOP-033 Contractor Prequalification and Induction
- WordSOP-034 Emergency Drill Execution
- WordSOP-035 First Aid Response and Equipment Checks
- WordSOP-036 Workplace Inspection
- WordSOP-037 Compliance Evaluation Round
- WordSOP-038 Audit Planning and Conduct
- WordSOP-039 Incident Reporting and Investigation
- WordSOP-040 Return to Work
06Forms (FR-001 to FR-080)
Eighty forms. Each comes with field descriptions, a blank form that prints on its own, and a completed example record.
80 files
- WordFR-001 Document Change Request
- WordFR-002 Document Distribution Log
- WordFR-003 Document Review Record
- WordFR-004 Record Disposal Authorization
- WordFR-005 Context and Climate Review
- WordFR-006 Worker and Interested Party Needs Review
- WordFR-007 OH&S Scope Statement Record
- WordFR-008 Workplace Hazard Walk-through
- WordFR-009 Job Safety Analysis
- WordFR-010 Hazard Report
- WordFR-011 Risk Assessment Record
- WordFR-012 Risk Rating Criteria Sheet
- WordFR-013 Opportunity and Other Risk Assessment
- WordFR-014 Legal Requirement Identification
- WordFR-015 Permit and Licence Record
- WordFR-016 Regulatory Change Review
- WordFR-017 Planning Action Record
- WordFR-018 Action Effectiveness Review
- WordFR-019 OH&S Objective Form
- WordFR-020 OH&S Programme Plan
- WordFR-021 Objective Progress Review
- WordFR-022 Worker Consultation Record
- WordFR-023 Safety Committee Minutes
- WordFR-024 Worker Suggestion Form
- WordFR-025 Job Description Template
- WordFR-026 Competence Assessment Form
- WordFR-027 Resource Request
- WordFR-028 Training Needs Analysis
- WordFR-029 Training Attendance Record
- WordFR-030 Training Evaluation Form
- WordFR-031 Safety Induction Checklist
- WordFR-032 Toolbox Talk Record
- WordFR-033 Communication Plan Record
- WordFR-034 Safety Concern and Stop-Work Report
- WordFR-035 Visitor Safety Briefing Record
- WordFR-036 Operational Control Checklist
- WordFR-037 Hierarchy of Controls Review
- WordFR-038 PPE Issue Record
- WordFR-039 Change Request and OH&S Assessment
- WordFR-040 Post-Change Review
- WordFR-041 Purchase Request OH&S Review
- WordFR-042 Supplier OH&S Evaluation
- WordFR-043 Outsourcing Control Plan
- WordFR-044 Contractor Prequalification
- WordFR-045 Contractor Site Induction Record
- WordFR-046 Contractor Coordination Meeting Record
- WordFR-047 Contractor Performance Review
- WordFR-048 Permit to Work
- WordFR-049 Confined Space Entry Permit
- WordFR-050 Lockout and Tagout Record
- WordFR-051 Emergency Drill Report
- WordFR-052 Post-Emergency Evaluation
- WordFR-053 First Aid Treatment Record
- WordFR-054 First Aid Kit and Equipment Inspection
- WordFR-055 Workplace Inspection Checklist
- WordFR-056 Monitoring and Measurement Log
- WordFR-057 OH&S Performance Report
- WordFR-058 Indicator Definition Sheet
- WordFR-059 Equipment Inspection Record
- WordFR-060 Calibration Record
- WordFR-061 Out-of-Tolerance Impact Assessment
- WordFR-062 Compliance Evaluation Form
- WordFR-063 Compliance Gap Action Plan
- WordFR-064 Annual Audit Programme
- WordFR-065 Audit Plan
- WordFR-066 Internal Audit Checklist
- WordFR-067 Audit Report
- WordFR-068 Auditor Competence Record
- WordFR-069 Management Review Agenda
- WordFR-070 Management Review Minutes
- WordFR-071 Management Review Action Plan
- WordFR-072 Incident and Near-Miss Report
- WordFR-073 Incident Investigation Report
- WordFR-074 Root Cause Analysis Worksheet
- WordFR-075 NCR Form
- WordFR-076 Corrective Action Request
- WordFR-077 Corrective Action Effectiveness Review
- WordFR-078 Improvement Suggestion Form
- WordFR-079 Improvement Project Charter
- WordFR-080 Return-to-Work Plan
07Registers (REG-01 to REG-17)
Seventeen Excel registers with examples, drop-down lists, automatic risk scores, due dates and overdue flags: documents, records, hazards, OH&S risks with L x S rating, opportunities, legal requirements, objectives, training and competence, consultation and committee, contractors, incidents, nonconformities, emergency scenarios, inspection and calibration, hazardous substances, audits and changes.
17 files
- ExcelREG-01 Document Register
- ExcelREG-02 Record Register
- ExcelREG-03 Hazard Register
- ExcelREG-04 OH&S Risk Register
- ExcelREG-05 Opportunity Register
- ExcelREG-06 Legal and Other Requirements Register
- ExcelREG-07 Objectives and Programme Register
- ExcelREG-08 Training and Competence Register
- ExcelREG-09 Consultation and Committee Register
- ExcelREG-10 Contractor Register
- ExcelREG-11 Incident and Near-Miss Register
- ExcelREG-12 Nonconformity and Corrective Action Register
- ExcelREG-13 Emergency Scenario and Contact Register
- ExcelREG-14 Inspection and Calibration Register
- ExcelREG-15 Hazardous Substances Register
- ExcelREG-16 Audit Register
- ExcelREG-17 Change Register
08Process Maps
Eight swimlane maps with inputs, outputs, owners and indicator links: planning, consultation and participation, operational control and change, procurement and contractors, emergency and first aid, monitoring and compliance, incident investigation, and audit and review.
8 files
- WordPM-01 Planning Process Map
- WordPM-02 Consultation and Participation Process Map
- WordPM-03 Operational Control, Permits and Change Process Map
- WordPM-04 Procurement, Contractors and Outsourcing Process Map
- WordPM-05 Emergency Preparedness and First Aid Process Map
- WordPM-06 Monitoring, Inspection and Compliance Evaluation Process Map
- WordPM-07 Incident Investigation and Corrective Action Process Map
- WordPM-08 Audit, Management Review and Improvement Process Map
09Indicators & Risk
108 OH&S performance indicators with formulas and targets in a filterable matrix, corporate and department frameworks, a balanced scorecard, a 5 x 5 risk matrix with 41 example risks, and an opportunity matrix with 25 examples.
6 files
- WordKPI-01 Corporate OH&S Indicator Framework
- WordKPI-02 Department Indicator Framework
- ExcelKPI-03 Balanced Scorecard
- ExcelKPI-04 Process Indicator Matrix
- ExcelRSK-01 Risk Management Matrix
- ExcelRSK-02 Opportunity Matrix
10Audit
Annual audit programme, audit plan, notification, auditor competence matrix, a 91-question checklist by clause, a complete audit report and a findings tracker. Every audit plan carries criteria and scope, and results go to workers.
7 files
- WordAUD-01 Annual Audit Programme
- WordAUD-02 Audit Plan
- WordAUD-03 Audit Notification
- ExcelAUD-04 Auditor Competence Matrix
- ExcelAUD-05 Audit Checklist by Clause
- WordAUD-06 Audit Report
- ExcelAUD-07 Follow-up Tracker
11Management Review
Agenda, inputs checklist covering every item in clause 9.3, completed sample minutes with the required outputs, action plan and a dashboard.
5 files
- WordMRV-01 Management Review Agenda
- WordMRV-02 Management Review Inputs Checklist
- WordMRV-03 Management Review Minutes Template
- ExcelMRV-04 Management Review Action Plan
- ExcelMRV-05 Management Review Dashboard
12Implementation
A six-month roadmap with activities, milestones, deliverables and responsibilities, and a task tracker.
2 files
- WordIMP-01 Six-Month Implementation Roadmap
- ExcelIMP-02 Implementation Tracker
13Customization
Guides with hazards, risks and indicators for manufacturing, construction, contracting, fabrication and welding, oil and gas, engineering consultancy, logistics, trading, service companies and IT companies.
10 files
- WordCUS-01 Manufacturing Customization Guide
- WordCUS-02 Construction Customization Guide
- WordCUS-03 Contracting Customization Guide
- WordCUS-04 Fabrication and Welding Customization Guide
- WordCUS-05 Oil and Gas Customization Guide
- WordCUS-06 Engineering Consultancy Customization Guide
- WordCUS-07 Logistics and Transport Customization Guide
- WordCUS-08 Trading and Distribution Customization Guide
- WordCUS-09 Service Company Customization Guide
- WordCUS-10 IT Company Customization Guide
14Commercial
Gap assessment checklist for moving from OHSAS 18001 or a national standard, certification readiness checklist, implementation and training proposal templates, consultancy agreement template and audit preparation checklist.
6 files
- ExcelCOM-01 Gap Assessment Checklist
- ExcelCOM-02 Certification Readiness Checklist
- WordCOM-03 Implementation Proposal Template
- WordCOM-04 Training Proposal Template
- WordCOM-05 Consultancy Agreement
- ExcelCOM-06 Audit Preparation Checklist
Sample pages
Pages from the delivered files, before your company details are applied.
After you download
The order most organizations follow.
Before you buy
Is the text of ISO 45001:2018 included?
No. The standard is copyrighted by ISO and sold by ISO and national standards bodies. Buy your own copy, and download Amendment 1:2024 from ISO, which is free. The toolkit describes requirements in its own words and maps every clause to the document that meets it, so you can check each against the standard.
Which edition does the kit follow?
ISO 45001:2018 with Amendment 1:2024, which added the climate change decision to clause 4.1 and a note on climate requirements to clause 4.2. A revised edition of ISO 45001 is expected after this kit was written; the kit will need review when it is published. Ask your certification body for its transition rules.
We use OHSAS 18001 or a national standard. Does the kit help us move?
Yes. A clause mapping guide shows what ISO 45001 asks, including leadership, worker consultation and participation, hazard identification, the hierarchy of controls, management of change and contractor coordination, and a gap assessment checklist helps you decide where to start.
Are the examples real data?
No. Names, certificates, limits and figures in example records are fictional and marked as examples. Replace them with your own. Legal duties, exposure limits and retention periods in particular depend on where you operate.
Can we edit the documents after purchase?
Yes. Files are delivered as standard, unlocked .docx and .xlsx files. Nothing is watermarked or restricted. Items such as prepared-by names and company profile facts are left for you to complete.
Will this get us certified on its own?
The toolkit gives you a complete, clause-mapped documentation baseline and tools for operating the system. Certification is decided by an independent certification body after it audits a working system, including observation of work and interviews with workers, so you must run the system for some months first. Neither a toolkit nor a management system guarantees safe outcomes, legal compliance or certification.
How long can we download the files?
For 7 days from payment. In that time you can enter your company details, correct them and regenerate, and download as often as you need. After 7 days the purchase stays in your account history, but the download closes. Save the ZIP somewhere safe.
What if we need the files again later?
Buying the same toolkit again is a new order with its own 7-day download window. Each purchase is listed separately in your account.
Licence
One purchase licenses one organization to use, edit and adapt the documents for its own management system. You may not resell, share or publish the toolkit or its templates. Each file carries a footer line with the buyer’s email and order number. Full wording is in the Terms & licence.