Safety Checklist Form Template

Instantly Create Your Checklist, Just enter your details

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
Safety Checklist Creator
Guest

Loading Safety Checklist Creator

Please wait while we prepare your workspace

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.

No questions added yet — add your first one below.

Logo, Branding & Sign-off

Company brandingStandard+

Add your company logo and brand colours, and customise how your documents look. Available on our Standard and Pro plans.

Add my branding →

For the best result, upload a PNG with a transparent background — this lets your logo blend cleanly into headers and signature blocks across every generated document. JPG is also accepted but will appear with a white background.
Recommended size: at least 500×150px. Max file size: 5MB.

Choose the background colour for the header on shared documents. Select a colour that complements your logo and brand identity.

Select your brand colour for accents and borders that matches your company logo. Use HEX format (e.g., #E4B700 for yellow).

Colours are automatically synced with your Branding settings.

Sign to confirm you completed this checklist

Click to sign on behalf, or leave blank for on-paper approval.

Review & Export

Your checklist is ready. Register free to download your PDF — it opens in a new tab and signs you in here automatically, so don't refresh or leave this page.

Preview Document

See exactly how your checklist PDF will look before downloading.

Your checklist is ready

Ready to download

Register a free account to download your PDF. Your checklist stays right here.

Register to Download →

No card required · instant access

Save to Account

Not saved

Create a free account to save this checklist and re-export it any time.

Sign in to save

Export to Word

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

Export to Excel

A spreadsheet version for digital tracking and filtering.

Share & Sign

Not available for checklists — each checklist carries its own printed sign-off section instead.

Important: The documents produced by this tool are templates only. They must be reviewed and approved by a competent person or your HSEQ representative prior to publication or circulation, in accordance with our Terms & Conditions.

PDF Preview

100%

Creating preview

Building your PDF preview…

Still Using Paper Sign-Off Sheets?

Once you've generated and saved your document, create a secure share link to distribute across any platform. Collect encrypted digital signatures from your team and generate professional sign-off reports.

Generate
Save
Share
Sign
Report
Try It Free

Increased Limits Available

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

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?

You can build and preview a checklist without an account. To download the PDF you'll need a free account — it takes less than a minute, costs nothing, and also lets you 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.

Related Documents

Risk AssessmentSetting Out and Removing Temporary Traffic Management Risk AssessmentCreate
Risk AssessmentSetting Out Advance Warning Signs Risk AssessmentCreate
Toolbox TalkSetting Boundaries & Preventing Work‑Life Burnout Toolbox TalkCreate
Risk AssessmentSetting Up and Storing Sports Hall Equipment Risk AssessmentCreate
Toolbox TalkSafeguarding Children in Leisure and Fitness Settings Toolbox TalkCreate