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Setting Out and Surveying Safety Checklist

Free Safety Checklist template · Category: ConstructionView all Safety Checklist templates

Use our Checklist creator tool to create customised workplace safety documents. Learn more about Setting Out and Surveying Safety Checklist Template below

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Safety Checklist Creator

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Create a Safety Checklist in 4 Easy Steps: Complete the checklist details below, add or edit the questions, add your logo and sign-off, then export a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

Checklist Details

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Checklist Questions

Every question is included by default. Untick any you want to leave out, or delete the ones you don't need.

Click Add Question to add your own custom checks. Click a row to edit its wording, and drag to reorder.

The Yes / No / N/A tick-boxes and comments space are added automatically on the exported PDF or Word document.

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Print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

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An editable Word (.doc) version with Yes / No / N/A tick-boxes and a comments space.

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Risk Assessment Description:

This setting out and surveying safety checklist template from Health & Safety Zone helps site managers, surveyors and operatives confirm that all hazards are controlled before and during groundworks layout work. It covers planning, competence, site conditions, traffic, underground and overhead services, weather, lone working, equipment, PPE and emergency provisions, referencing the Construction (Design and Management) Regulations 2015 and HSE guidance on construction planning.

Use this checklist for:

Pre‑start checks — verify risk assessments, traffic plans and service clearances before any staking begins.
Site inspections — monitor conditions, weather and lone‑working arrangements while surveying.
Completion sign‑off — ensure all temporary markers are removed and the area is safe.

Each item is answered Yes, No or N/A; any No response must be resolved before work proceeds or the activity stopped.

To use the checklist, tick Yes for each item that meets the requirement, record any No responses and take corrective action before work continues. Retain the completed form as part of the site safety records.

Fully editable and shareable — customise the questions to your project, download as a PDF and share with your team.

Compliant with: Construction (Design and Management) Regulations 2015; Health and Safety at Work etc Act 1974.

Sample PDF Document Image:

Checks covered in this Setting Out and Surveying for Construction Groundworks checklist

This Setting Out and Surveying for Construction Groundworks safety checklist template covers 21 checks. Customise the questions to your workplace, then download a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

#	Checklist item
1	Has a risk assessment and method statement for the setting out and surveying work been completed and briefed to the team?
2	Is the construction phase plan, including the setting out activity, available on site and communicated to all operatives?
3	Are all operatives carrying out the work trained and competent in setting out and surveying techniques?
4	Is a qualified surveyor present or supervising the activity?
5	Has the site traffic management plan been reviewed and are traffic control measures in place for plant and vehicles?
6	Are exclusion zones and barriers established to protect workers from moving plant and traffic?
7	Has a check been made that all underground services (gas, water, electricity, telecoms) have been identified and marked before work begins?
8	Have overhead services (power lines, crane jib, temporary plant) been identified and safe clearance ensured?
9	Is the ground condition suitable for staking and equipment, with no slip, trip or collapse hazards?
10	Is the weather forecast suitable, and are provisions made for high winds, rain or extreme temperatures?
11	Are all surveying instruments calibrated, serviced and in good working order?
12	Are instrument batteries charged and spare batteries available?
13	Are instrument protective cases and cleaning kits available and used?
14	Is appropriate PPE (high‑visibility clothing, safety boots, eye protection, hearing protection) being worn by all operatives?
15	Are hand signals or radio communication procedures established for lone workers and plant operators?
16	Is there a designated lone‑working procedure and is a check‑in system in place for isolated surveyors?
17	Are first‑aid kits and emergency contact details readily accessible on site?
18	Are fire‑extinguishers and spill kits positioned near the work area?
19	Is the site housekeeping maintained, with cords, debris and waste cleared from the work area?
20	After completion, are all stakes, markers and temporary equipment removed and the area made safe?
21	Has a post‑work inspection been carried out to confirm no hazards remain?

Frequently asked questions

Are these safety checklist templates really free to download?

Yes — completely free. Customise any checklist to your workplace and download a professional, print-ready PDF in minutes. No paywall, and no signup required for guests.

What format do the safety checklists download in?

Checklists download as a professional PDF, ready to print and complete on-site — each question has clear Yes / No / N/A tick-boxes and a comments space. You choose portrait or landscape at download. Word and spreadsheet formats are being added.

Can I customise the checklist questions to my workplace?

Yes — fully. Add your own questions, edit or remove any of the pre-written ones, and reorder them to suit your site, task or inspection before you download.

Are the safety checklists suitable for UK workplaces?

Yes. The checklists are written around UK health and safety good practice and HSE guidance, and are suitable for inspections, audits, toolbox checks and routine workplace monitoring.

Do I need an account to use the checklist templates?

No — guests can build and download a checklist for free without signing up. Register a free account if you want to save checklists to your dashboard and edit them later.

Can I add my company logo and branding to the checklist?

Yes — add your company logo, colours and details on Standard and Pro plans, so the exported checklist carries your own branding. Guests and Free downloads carry Health & Safety Zone branding.

How do I complete the checklist once it is downloaded?

The exported checklist is a blank, ready-to-use document: print it and tick Yes, No or N/A against each question and write any comments in the notes space, then sign and date it in the sign-off section.

What types of safety checklist can I create?

We are building specialist checklists across a wide range of subjects and industries — fire safety, workplace inspections, equipment and machinery checks, site inductions, vehicle checks, PPE, first aid and more. Browse by category to find the right one.

How often should safety checklists be completed?

It depends on the activity and your risk assessment — many checks are daily, weekly or monthly, while others are done before each task or shift. Completed, dated checklists provide a useful record of your monitoring.

Are the checklists a substitute for a risk assessment?

No. A checklist is a monitoring and inspection tool that complements your risk assessments and method statements — it helps confirm that controls are in place and working. Use them alongside your risk assessments.

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