Ergonomic Assessment Checklist
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This Template was installed 4 times.
Workstation Setup
Evaluates the basic layout and arrangement of the workstation to minimize awkward postures and reach distances.
Work Surface Height (inches)
Chair Height (inches)
Distance from monitor to eye (inches)
Monitor Position (Relative to User)
Keyboard Placement
Workstation Accessories Present?
Describe any specific workstation layout concerns
Material Handling
Assesses the methods used to move and position materials, considering weight, frequency, and distance.
Maximum Weight Lifted (kg/lbs)
Average Distance Materials are Moved (meters/feet)
Method of Material Handling (Check all that apply)
Describe any assistive devices used for material handling:
What is the typical frequency of material handling tasks?
Are materials stored within easy reach?
Describe any observed awkward postures or movements during material handling:
Repetitive Tasks
Examines tasks involving repetitive motions, force, and duration to identify potential strain risks.
Repetitions per Minute (RPM)
Cycle Time (seconds)
Force Level (Low, Medium, High)
Detailed Description of Repetitive Task
Body Parts Involved (check all that apply)
Task Duration (Approximate)
Observed Posture During Repetitive Task (describe in detail)
Posture and Body Mechanics
Evaluates the postures adopted during tasks and the use of proper lifting and movement techniques.
Typical Static Posture (e.g., bent back, forward head)?
Describe any observed postural deviations or concerns.
Estimated percentage of time spent in a potentially awkward posture.
Are lifting techniques being used correctly?
Which of the following bending techniques are commonly observed (check all that apply)?
Describe any observed improper lifting or carrying techniques.
Is employee aware of the risk of repetitive motions and proper techniques?
Tools and Equipment
Assesses the design and suitability of tools and equipment used by employees.
Are tools adjustable to accommodate different users?
Weight of commonly used tool (in kg/lbs)
Which grip types are available for frequently used tools?
If 'Other' grip type was selected above, please specify:
Are power tools equipped with vibration dampening?
Upload a photo of a typical workstation tool setup (for context)
Force required to operate a specific tool (N/lbs)
Lighting and Environment
Evaluates the lighting conditions, noise levels, and other environmental factors that can impact ergonomics.
Ambient Light Level (Lux)
Glare Assessment (Severity)
Uniformity of Illumination
Noise Level (dBA)
Environmental Hazards Present
Comments on Lighting & Environment
Employee Training & Awareness
Checks for adequate training on ergonomic principles and awareness of risk factors.
Has the employee received ergonomic training?
Date of last ergonomic training
Brief description of the ergonomic training provided.
Which ergonomic topics were covered in training?
Does the employee understand how to adjust their workstation?
Employee comments/concerns regarding ergonomic training.
Work Organization & Scheduling
Reviews work schedules and job rotation practices to minimize fatigue and repetitive strain.
Average Work Shift Length (hours)
Number of Breaks per Shift
Is Job Rotation Implemented?
Describe Job Rotation Schedule (if implemented)
Are Work Schedules Flexible?
Describe any work organization challenges impacting ergonomics
Date of Last Work Schedule Review
Frequently Asked Questions
Can I customize this template after installing it?
Absolutely. Once installed, you can add, remove, or reorder tasks, add custom fields, and adjust deadlines to fit your specific workflow.
Can I add images or photos to these checklist items?
Yes. Our platform allows you to attach photos, signatures, and notes to any checklist item for better verification and proof of completion.
Can I create a custom checklist from scratch instead of using a template?
Yes. You can use our "Create your own checklist" feature to build a unique workflow tailored exactly to your operational requirements.
Can I add dependencies between tasks?
Yes, you can set up conditional logic and dependencies to ensure your team follows the correct sequence of operations.
Can I assign specific checklist items to different team members?
Yes. You can assign individual tasks to specific employees, ensuring clear accountability across your entire team.
Can I use these checklists on mobile devices in the field?
Yes. Our platform is fully responsive, allowing your team to complete, update, and upload photos to checklists directly from any smartphone or tablet.
How do I notify my manager when a checklist is completed?
You can set up automated notifications (via email, push notification, or in-app alerts) to trigger whenever a checklist is finished or if an item fails inspection.
Can multiple people work on the same checklist simultaneously?
Yes, the platform supports real-time updates, allowing multiple users to contribute to a single live checklist.
Where is the data from completed checklists stored?
All completed checklists are stored securely in your Work OS dashboard, creating a permanent, searchable audit trail of your operations.
Can I generate reports based on my checklist results?
Yes. You can track completion rates, identify recurring issues, and monitor team performance through our integrated reporting and analytics tools.
How can I use these checklists for compliance or auditing purposes?
Because our checklists capture timestamps, photos, and digital signatures, they serve as a robust digital paper trail for regulatory compliance and internal audits.
Can I export my completed checklist data for use in other tools?
Yes. You can export your data in various formats (CSV, Excel, etc.) to integrate your operational insights with your other business software.
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