This document provides a checklist and questions for conducting a field visit and post-incident investigation at a plant. The checklist lists key safety controls and behaviors to look for, such as proper use of personal protective equipment, machine safeguards, fall protections, forklift safety procedures, and hazard identification. The questions prompt discussions on how safety is ensured for employees, visitors, and contractors, how safety rules are implemented, whether tasks are risk-assessed, and details about recent incident investigations and safety audits.

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Field Visit and
Post Incident
Pocket Card
Key Controls & Behaviors to look for:
• Safety inductions conducted upon
plant entry
• Clear & visible safety communications
everywhere, including Life Saving
Rules
• Associates and contractors wearing
Personal Protection Equipment e.g.
safety shoes, high visibility clothing,
hearing protection (high noise).
• Equipment that may expose
operators to a crush injury. Are
Machine Safeguards in place, in
good condition and working
• Employees or contractors working
at height safely (with right PPE)
• Any slip, trip, fall hazards
• Electrical equipment fit for purpose
and been used safely
• Safe use of forklifts (no speeding
and seatbelts worn)
• Forklift & pedestrian segregation
(marked walkways)
Suggested Questions for Field Visit
1. How do you ensure every employee
is responsible for safety and works
safely?
2. What is the process for ensuring the
safety of visitors and contractors?
3. How are you ensuring that the
Life Savings Rules are embedded in
your work?
4. Are all activities and tasks assessed
and if any improvements are made,
are you using the Plan, Do, Check,
Act (PDCA) process?
Leadership Safety Moment
1. Tell me about the safety
investigation
• What did you learn in terms
of root cause?
• Did you include employees
in your investigation and root
cause analysis? If yes, what did
they tell you about the normal
work routines that may have
led to safety risk exposure?
• What in the process failed,
not who?
• Could the incident have been
predicted? Was any short-term
measures implemented?
• How do you ensure that the action
plan is effective long term to avoid
a recurrence?
2.What leadership safety
routines do you have in place
to understand risk exposure?
3.How are you enabling the
Life saving Rules in your
organization?
4.Tell me about your last
Technical safety audit findings
and if this was identified as a
risk? What actions did you
take to mitigate the risk?
5.How often does management
discuss safety?
How is this done?
What are your key safety
indicators?
6.How do you ensure the safety
of contractors and visitors?
FIELD VISIT CHECKLIST LEADERSHIP SAFETY MOMENT INCIDENT INVESTIGATION
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