Fidrel

H&S forms

Toolbox talk record: one form per talk, kept with the project

A toolbox talk takes ten minutes at the start of a shift. The record of it has to last for years, because the question “was this gang briefed on that hazard?” is asked long after the talk. Fidrel’s UK H&S forms include a Toolbox talk record template with five lines; the supervisor fills it in on a phone, submits it, and from then on it cannot be changed.

30 days free · No minimum term.

H&S forms in Fidrel on a laptop, tablet and phone, with submitted forms in a list and a toolbox talk record being filled in on the phone

Where toolbox talk records break down

A signed sheet in a cab

The paper register travels in the supervisor’s van until the end of the month and is then scanned to a folder nobody can search. When the H&S adviser asks who attended the working-at-height talk in March, the answer takes a day.

The talk happened, the topic is unclear

A record that says “toolbox talk, 14 people” does not show which hazards and controls were covered or whether the emergency arrangements for that location were explained. The form has to make the supervisor say it.

Records edited after the event

An attendance list that can be added to a week later is worth little when something has gone wrong. A record that locks on submission is worth more precisely because nobody can improve it afterwards.

What a toolbox talk record needs to say

A useful record answers five things: what task and where; which hazards and controls were talked through; whether the right PPE was checked against the task; whether the people present know the emergency arrangements for that part of the site; and who was there, given by whom and when. The first and last are the ones that get looked up. A talk about hot works on the roof is only evidence if the record ties it to the roof and to the names of the people who were on it.

H&S forms
The H&S form templates in Fidrel: an accident or incident report, a near miss or safety observation and a toolbox talk record

The five lines of the UK template

Fidrel’s British template has two text lines and three checks. Task and location is free text; Hazards and controls covered, PPE checked and Emergency arrangements known are check items answered Pass, Fail or N/A; Attendees is free text. A Fail is counted as a non-conformance in the list, so a talk at which the PPE check failed stands out. The form also records the location, the person who carried it out, the date and notes, and each completed form keeps its own copy of the items.

A toolbox talk record being filled in on a phone in Fidrel, each check item with its Pass, Fail and N/A buttons

Recording a toolbox talk in Fidrel

  1. Step 1

    Open the template on your phone

    In H&S forms choose Fill in a form and the Toolbox talk record template, described as a daily briefing on hazards, PPE and the day’s tasks. Enter the Location / element, Carried out by and the Date.

  2. Step 2

    Say what the talk covered

    Type the Task and location, then answer the three checks: Hazards and controls covered, PPE checked and Emergency arrangements known. Each is answered Pass, Fail or N/A, and all three are required.

  3. Step 3

    List the attendees and submit

    Type the attendees in the Attendees line, add anything raised in Notes and choose Submit. Fidrel confirms that the record will be locked and cannot be changed afterwards, and it joins the list of completed forms.

  4. Step 4

    Find it again

    The Completed forms list shows template, location, who carried it out, date and status. Filter on the Toolbox talk record template or search by the supervisor’s name to see every talk a gang was given.

Attendees are typed, not signed

The attendees line is text. The supervisor types the names, or reads them off the attendance list for the day, and the record keeps them as typed. The record carries the name of the person who gave the talk and the date, and the number it gets on submission. If the practice on your sites is a signature per attendee, that remains a paper or a separate process; the Fidrel record is the supervisor’s account of who was present.

Adding your own lines

The template can be changed before it is used. A Number item for the number of attendees gives a figure that can be read without counting names; a Text item for questions raised keeps what the gang asked; a Date item can hold the date of the next talk on the same topic. Items can be required or optional, and a required item has to be answered before the form can be submitted. Templates with completed forms behind them are hidden rather than deleted, so old records keep their lines.

What the toolbox talk record does not do

There are no signatures on the form: attendees are typed by the person giving the talk. Fidrel holds no library of talk topics or talk scripts; the content of the talk is yours. The record is not a training or competence record, and it does not show who on the project has not yet attended a talk on a subject. Nobody is e-mailed when a talk is recorded, and completed forms are not exported to Excel or PDF from Fidrel.

One project. One subscription. The entire platform included.

Your trial applies to your first own project and starts when that project is created. No card required. Afterwards, choose card or invoice to continue.

  • 30 days free
  • Unlimited participants
  • No minimum term

H&S forms

Frequently asked questions

Anything else on your mind? We are happy to help.

Talk to us

The task and location, the hazards and controls covered, whether PPE was checked and emergency arrangements explained, the attendees, who gave the talk and the date. The UK template in Fidrel has exactly those lines.