Document for Success!

1. A Safety Webinar Documentfor Success!

2. Paperwork • I hate it! • I don’t have time! • No one ever looks at it! • Why so much paperwork? • Who is responsible? • Does it really matter?

3. Documentation:

4. Documentation • Most of the time it is the only verification that something was done. • If it is not done or is done incorrectly it can cause additional liability.

5. Safety Program • Each company is different • Your program should be for you • Should be a living document • Provide and establish responsibility and accountability • Allow for consistent documentation • Hazcomm, Training, PPE, Fall, Excavation, Equipment, LO/TO, Electrical, Etc…

6. Training Documentation • In the event of litigation this will be critical. • Training documentation is routinely subpoenaed. • Hand outs, presentation material and equipment, sign-in sheets, tests • Instructors name and credentials

7. Checklists / Self Inspections • Identify areas/tasks to be evaluated • Facility • Equipment • Operations (Excavation) • Routinely evaluate to ensure correctness. • Gundecking/Windshield Completion is routinely caught. • Verify that it was evaluated.

8. OSHA Record Keeping • OSHA 300 – Log of all recordable injuries • CBR records and maintains OSHA logs for you! • You will receive OSHA logs no later than January 31 (for the previous year). • OSHA 300A – Summary of Logs - Posted Feb 1 Through Apr 30. • Your company is responsible to sign and post OSHA logs. • Must be posted where employees have access • Must be available for review. • Keep OSHA logs on file for at least 5 years! • These are dated and signed documents and CBR cannot produce certified copies after providing originals to you.

9. Accident Reports • Critical during litigation • Typically 1-5 years later • Statement from Employee (Recommended) • OSHA 301 or equivalent • CBR Injury Report form is equivalent • Report to CBR within 24 hours. • CBR will report to the Industrial Commission and the carrier on your behalf. • First Aid / Near Misses

10. Investigation Reports • Identify cause not blame. • Identify corrective actions. • Identify who investigated. • Use additional documentation if needed. • Multiple causes - typical.

11. Disciplinary Action • All disciplinary action should be documented. • Identify consequences • Timely • Use committee method as validation. • Recommend employee file and safety file. • CBR maintains both on your behalf

12. Job Descriptions /Evaluations • Provides reference that individuals are qualified for the job. • Validates individual’s history - good and bad • Provides verification that employees are evaluated.

13. Designations • Competent persons • A third party cannot designate a Competent Person for your company. This is specified in the standard. • Some type of documentation should be developed to identify who is designated as a competent person.

14. Competent Person • Definition from the OSHA Standard:Competent Person is defined as one who is capable of identifying existing and predictable hazards in the surroundings or working conditions which are unsanitary, hazardous, or dangerous to employees and who has authorization to take prompt corrective measures to eliminate them.

15. Identified Activities from OSHA Standards Requiring Competent Person

16. Equipment Operators • Equipment Operators • Experience • Training • Evaluation • A third party cannot designate an Operator for your company • Employer must designate the employee as an operator

17. Forklift Operators • Refresher training and evaluation will be required for the following reasons; • 1910.178(l)(4)(ii)(A) The operator has been observed to operate the vehicle in an unsafe manner; • 1910.178(l)(4)(ii)(B) The operator has been involved in an accident or near-miss incident; • 1910.178(l)(4)(ii)(C) The operator has received an evaluation that reveals that the operator is not operating the truck safely; • 1910.178(l)(4)(ii)(D) The operator is assigned to drive a different type of truck; or • 1910.178(l)(4)(ii)(E) A condition in the workplace changes in a manner that could affect safe operation of the truck. An evaluation of each powered industrial truck operator's performance shall be conducted at least once every three years.”

18. Sample Designation Form • EQUIPMENT OPERATOR • Mr./Ms. has demonstrated competency by visual observation as an Operator for the below referenced equipment and has completed classroom instruction. This individual has been designated as a qualified operator for ________________. The safety procedures and the inspection checklist requirements have been reviewed with the employee. This designation can and will be revoked upon demonstration of activities that are deemed as unsafe. • Equipment • Company Representative Printed Name Company Representative Signature • Employee Printed Name Employee Signature

19. Sample Daily Report

21. Summary • Documentation is the verification of accomplishments. • Identify the problems. • Identify corrections. • Review the documentation. • Your documentation today may be used for the accident that happens next year.

22. CBR Can Help! • Written Safety Procedures • Checklists • Accident Reports • Disciplinary Action Plans • Designation Forms • OSHA logs • Investigation Procedures and Forms

23. For assistance or more information contact: Risk Department 602-200-8500 x2012 or www.cbri.com Click on “My CBR,” then “Safety/Workers Comp” Forget your password? Contact the Risk Department 602-200-8500 x2012 Email: kvarner@cbri.com