Set up the project
Client, site, preparer, issue and review dates, plus project-specific RAMS details.
Safety documentation / Development project
Enter the project once.
Build the right pack.
An Excel-based risk-assessment system expanded into a structured model for managing and assembling safety documentation.
01 / THE CHALLENGEBring the documents
Bring the documents
and the process together.
Select the right assessments for a client and project, produce consistent packs and keep review information and follow-up actions organised.
The wider development connected risk assessments with SOPs, method statements and safe systems of work, rather than leaving each document type in a separate process.
02 / Inside the workbook
One view of
the moving parts.
These previews are rendered from the original workbook cells and formatting. The library counts are demonstration records.
03 / The workflow
Structure from setup
through to review.
Select the documents
A combined selector for assessments, SOPs, method statements and safe systems of work.
Review the pack
A selected-documents view and export layout support checking the contents before issue.
Record the decisions
Approval, revision and action registers give the work a traceable structure.
Where the project stands.
The workbook is a working development model using demonstration libraries. Before use, its documents need to be tailored, reviewed and approved for the organisation and the work being carried out.
The wider roadmap includes QR access, inspections, training and cloud-based reminders. These are planned extensions to the workbook shown here, rather than features of a completed rollout.
A clearer next step
Tell me what’s
slowing you down.
You don’t need a technical brief. Start with the problem.