WHS
Work Health & Safety Documentation (NSW) — Compliance Department

Site Risk Checklist, Risk Assessment & SWMS Generator

Account Manager site inspection → auto Risk Assessment → site SWMS with hand signatures
Purpose of this form
“This checklist is used by the Account Manager to identify site specific hazards during a physical site inspection. It does not replace the company Risk Assessment and is used to inform the preparation of a site specific Risk Assessment for cleaning works.”

Risk Management Process & Review Framework — guidance for Account Managers

1

Site, Client & SWMS Details

Enter all identifying details once here — they feed the Checklist, the Risk Assessment and the SWMS automatically, so there are no fields to re-type. * marks required fields.

Site & Client
SWMS & Business Details
2

Site Hazard Checklist

Tap a category to expand. Tick observed hazards (some common ones are pre-ticked) and tap the i on any item for detail. Each ticked hazard carries a Low / Medium / High grade (pre-set, tap L / M / H to change it) which drives the Overall Site Risk Rating and the auto-written reasons. Your ticks also drive the Risk Assessment and SWMS below.

Not sure which grade to pick? Open the grading guide2 quick questions give you a recommended Low / Medium / High — plus definitions and examples

A risk grade is never a “feeling” — it is the answer to two questions: how badly could someone realistically be hurt (consequence) and how likely is that at this site, as you found it today (likelihood). Grade the hazard with the controls you can see already in place, not the worst case imaginable. Answer the two questions below and the tool recommends the grade.

Decision helper
1If this hazard went wrong, what is the worst realistic outcome?
2How likely is that outcome at this site, as you found it?
Quick reference matrix
Likelihood ↓ / Consequence →MinorModerateMajor
LikelyMediumHighHigh
PossibleLowMediumHigh
UnlikelyLowMediumMedium

Simplified from the company 5×5 matrix (SWMS DOC-0014) for site grading. Notice that consequence outweighs likelihood: a hazard that could kill or hospitalise someone is never Low, no matter how unlikely it seems.

What each grade means in a cleaning context
LowRoutine hazard, fully handled by standard practice — normal PPE, wet-floor signs, colour-coded cloths. Examples: general dusting near furniture edges, mopping a small back-of-house area out of hours, standard vacuuming.
MediumNeeds specific attention or an extra control before/during work, but the team can manage it with the SWMS. Examples: wet floors where the public walks through, after-hours lone work, ladder use for high dusting, poor lighting in stairwells, repetitive strain from long mopping runs.
HighCould seriously injure someone — work must not start until specific controls are confirmed. Flag it to the office before proceeding. Examples: electrical hazards near water, sharps or medical waste, risk of incompatible chemicals mixing, working at height above 1.8 m, aggressive occupants.
Golden rules
  • Grade the site as you found it today — not how it should be, and not a theoretical worst case. If the client has good controls in place, that lowers the grade; if controls are missing, that raises it.
  • Consequence first, likelihood second. Ask “how badly?” before “how often?”. Anything that could hospitalise someone is at least Medium.
  • If two grades both feel right, pick the higher one. Over-grading costs a few extra controls; under-grading can cost an injury.
  • The pre-set grade is the company default for a typical site. Only change it when this site is clearly different — and say why in the “Reason for rating” box.
  • Any High grade = call the office before workers start, so controls are confirmed and documented.
  • When genuinely unsure, don’t guess — photograph the hazard and check with the Responsible Person. A two-minute call beats a wrong grade.
3

Overall Site Risk Rating

This rating is set automatically from the highest-rated hazard you tick in the Site Hazard Checklist above (each hazard carries a Low / Medium / High grade you can adjust per item). You can still override the overall rating by tapping a level below. Not sure how to grade? .
4

Additional Site Specific Hazards

5

SWMS & Risk Assessment Details

Hazard, scope and PPE selections below update automatically from your checklist. Items added by automation are marked AUTO. Untick a checklist hazard and its auto-selections are removed; you can also tick or untick any item by hand and your choice is kept.
Work activity / scope (tick all that apply)
Hazardous Work & Environmental Impacts (auto from checklist)
Commercial Cleaning specific hazards (auto from checklist)
PPE required on site (auto from checklist)
Hazardous substances taken on-site (keep SDS on-site)
6

Sign-off (sign on screen)

By signing I confirm I have read and understood the site-specific Risk Assessment and this SWMS, that I have the skills and training (including relevant certification) to conduct the task as described, and I agree to comply with the risk control measures, safe work instructions and PPE described.

Account Manager

Sign here with finger / stylus / mouse
Workers

Tip: rotate the device to landscape for a larger signing area. Up to 20 workers can be added; all signatures are embedded in the printed/PDF report.

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