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How to Conduct an Effective Health and Safety Risk Assessment

Shannon Lynn
•
November 13, 2025
Health & Safety
Health & Safety
Example H2
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Creating a safe and compliant workplace begins with a well-structured health and safety risk assessment. Whether you manage an office, warehouse, or construction site, assessing and controlling risks is a legal and moral responsibility that protects your employees and your business.

In this guide, we’ll break down what a risk assessment is, why it matters, and how to carry it out effectively.

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What is a Health and Safety Risk Assessment?

A health and safety risk assessment is a systematic process for identifying hazards in the workplace, evaluating how likely they are to cause harm, and implementing measures to control or eliminate those risks.

The goal is simple: prevent accidents before they happen.

For example, hazards might include unsafe machinery, wet floors, poor lighting, or exposure to chemicals. By assessing these risks early, you can create a safer working environment and demonstrate compliance with relevant health and safety laws.

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Five Steps to Conduct a Health and Safety Risk Assessment

A structured approach helps ensure consistency and thoroughness. Here are the five key steps every business should follow:

  1. Identify hazards
    Observe the workplace, review accident records, and talk to employees. Look for physical, chemical, biological, and ergonomic hazards.

  2. Determine who might be harmed and how
    Consider employees, contractors, visitors, and even the public. Different groups may face different risks.

  3. Evaluate the risks and decide on control measures
    Assess how serious each risk is and what can be done to eliminate or reduce it – using the hierarchy of controls (elimination, substitution, engineering controls, administrative actions, PPE).

  4. Record your findings and implement them
    Keep clear, dated documentation. Note what hazards were found, how they were controlled, and who is responsible for ongoing monitoring.

  5. Review and update regularly
    Risk assessments should be reviewed after any incident, significant change in work process, or at least annually.
Team conducting a risk assessment.

Legal Importance of a Health and Safety Risk Assessment

Conducting a risk assessment isn’t just best practice – it’s a legal requirement in most countries.

In the UK, the Health and Safety at Work etc. Act 1974 and Management of Health and Safety at Work Regulations 1999 require employers to identify potential hazards and take reasonable steps to mitigate them. 

Failure to perform adequate assessments can result in fines, legal action, reputational damage, and, most importantly, injury to workers.

By implementing regular risk assessments, employers can:

  • Comply with national safety legislation.

  • Reduce incidents and claims.

  • Build a culture of trust and accountability.

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How to Identify Workplace Hazards and Risks

A good health and safety risk assessment starts with sharp observation and input from the people who know the job best.

Hazards and risks are not the same. A hazard is the source of potential harm, and a risk is the likelihood that the hazard will cause harm. However, they can both be grouped in the same way. 

Types of workplace hazards and risks to look for:

  • Physical
  • Chemical
  • Biological
  • Ergonomic
  • Psychosocial
  • Fire/Electrical
  • Environmental

Encourage employees to report issues early. Open communication and regular safety audits are essential for spotting risks before they escalate.

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How to Document and Maintain a Risk Assessment

Accurate documentation is vital for both compliance and continuous improvement.

Tips for maintaining effective records:

  • Use a standardised risk assessment template to ensure consistency.

  • Include details of identified hazards, risk ratings, control measures, responsible persons, and review dates.

  • Store assessments digitally for easy access and updates.

  • Review and update them whenever new equipment, processes, or staff are introduced.

Keeping risk assessments well-maintained not only demonstrates compliance but also supports better decision-making when changes occur.

Example of a health and safety risk assessment

How Software Can Help with Health and Safety Risk Assessments

Technology now plays a key role in streamlining the health and safety risk assessment process. Software tools remove the friction of manual record-keeping, ensure version accuracy, and make compliance easy to demonstrate during audits.

Vatix’s document management system lets teams:

  • Author, share, and collaborate on risk assessments with a modern interface.
  • Maintain version control with approval workflows and audit trails to ensure accountability.
  • Use read-and-sign confirmations to record employee understanding and compliance.
  • Create and manage everything — risk assessments, RAMS, COSHH records, safety policies, and procedures — all in one secure, digital space.
  • Link risk assessments directly to incident reports or audits within the EHS platform

By integrating these capabilities, software like Vatix helps organisations move from reactive safety management to a proactive, data-driven culture — where risks are identified early, controlled effectively, and documented seamlessly.

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Conclusion

An effective health and safety risk assessment is more than just a legal obligation – it’s a cornerstone of workplace wellbeing and productivity. By identifying hazards, documenting risks, and reviewing processes regularly, businesses can protect both people and reputation.

At Vatix, we help organisations streamline their health and safety management through smart digital tools that make compliance simple and effective. From digital risk assessments to incident reporting, Vatix provides everything you need to build a safer, more proactive workplace.

Book a demo today and learn more about how Vatix can help you improve workplace safety and compliance.

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Shannon Lynn
Shannon, our Content Marketing Manager at Vatix, brings over six years of experience crafting impactful content for a variety of SaaS brands. Her expertise lies in delivering industry insights and updates that truly resonate with customers, helping businesses stay informed and engaged.

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