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Practical tools for recording, review and follow-through

Downloads and Assessment Tools

Editable Word tools and print-ready PDFs that turn risk assessment, reporting and review into clear questions, recorded decisions and practical action.

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Browse assessment tools

Safety Solutions Training (SST) download library

Assess and record risk

Start with the assessment

Identify the exposure, test existing controls and create an owned action record before selecting supporting tools.

Risk assessmentWord + PDF
Free lead resource

Workplace Violence Risk Assessment

A polished five-point employer assessment for identifying hazards, testing controls, recording evidence and assigning priority actions.

Supports the Health and Safety at Work etc. Act 1974 duty to assess and control foreseeable risks of violence and aggression. The Worker Protection (Amendment of Equality Act 2010) Act 2023 inserted section 40A into the Equality Act 2010. Section 40A is a current duty to take reasonable steps to prevent sexual harassment of employees, by anyone, including where third-party contact is foreseeable. It is not a general third-party harassment duty. General employer liability for third-party harassment starts on 30 October 2026, under section 21 of the Employment Rights Act 2025. Coming into forceThe Employment Rights Act 2025 changes on all reasonable steps and third-party harassment liability come into force on 30 October 2026 under the Employment Rights Act 2025 (Commencement No. 6 and Transitional and Saving Provisions) Regulations 2026, statutory instrument (SI) 2026/1065. They are not current law before that date.

Policy and response

Turn expectations into usable procedures

Review written arrangements and give staff and managers a consistent structure for difficult interactions and follow-up.

Policy review
Free lead resource

Lone Worker Policy Review Checklist

Test whether written lone-working arrangements match current roles, risks, controls and management practice.

Supports the Health and Safety at Work etc. Act 1974 duty to maintain a safe system of work for lone workers. Coming into forceEmployment Rights Act 2025 sections 20 and 21 (all reasonable steps to prevent sexual harassment, and employer liability for third-party harassment) come into force on 30 October 2026 under the Employment Rights Act 2025 (Commencement No. 6 and Transitional and Saving Provisions) Regulations 2026, statutory instrument (SI) 2026/1065. Do not treat them as current law before that date.

Calls and communication
Instant access

Challenging Calls Response and Recording Checklist

Brief call controls, preserve significant words and structure proportionate manager follow-up.

Abusive calls that are work-related violence sit under the Health and Safety at Work etc. Act 1974. The Worker Protection (Amendment of Equality Act 2010) Act 2023 (section 40A of the Equality Act 2010) applies where the conduct is sexual harassment. It is not a general duty to prevent harassment of staff by third parties. Employer liability for third-party harassment generally starts on 30 October 2026, under section 21 of the Employment Rights Act 2025 and the Employment Rights Act 2025 (Commencement No. 6 and Transitional and Saving Provisions) Regulations 2026, statutory instrument (SI) 2026/1065.

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Conflict management
Instant access

Frontline Conflict Preparation, Response and Review Tool

Plan public-facing work, clarify withdrawal authority and turn incident findings into owned improvements.

Supports the Health and Safety at Work etc. Act 1974 duty to control foreseeable conflict risk. The Worker Protection (Amendment of Equality Act 2010) Act 2023 inserted a current preventative duty on sexual harassment into the Equality Act 2010 (section 40A). It is not a general third-party harassment duty. Employer liability for third-party harassment generally starts on 30 October 2026, under section 21 of the Employment Rights Act 2025 and the Employment Rights Act 2025 (Commencement No. 6 and Transitional and Saving Provisions) Regulations 2026, statutory instrument (SI) 2026/1065.

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Lone worker implementation and assurance

Keep the control system working in practice

Move from supplier due diligence and daily readiness through implementation, practice, fault review and management assurance.

Supplier due diligence
Free lead resource

Lone Worker Technology Procurement Checklist

An independent 8-point checklist for comparing lone worker devices, apps and monitored response services before you buy.

Supports the Health and Safety at Work etc. Act 1974 duty to select suitable, evidenced controls for lone workers before procurement.

Operational readiness
Instant access

Daily Lone Worker Readiness Check

A compact daily prompt for checking equipment, contact arrangements, escalation routes and changing conditions.

Supports the Health and Safety at Work etc. Act 1974 duty to maintain effective day-to-day controls for lone working.

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Technology implementation
Instant access

Lone Worker Device Implementation Toolkit

Plan staff adoption, testing, alarm response, maintenance and management evidence after procurement.

Supports the Health and Safety at Work etc. Act 1974 duty to provide effective controls for staff working alone.

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Learning review
Instant access

Practice Activation False Alarm Review

Capture what a practice activation revealed about the device, response pathway and staff readiness.

Supports the Health and Safety at Work etc. Act 1974 duty to learn from incidents and near misses and improve controls.

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Device assurance
Instant access

False Lone Worker Activations: Causes and Prevention Guide

Diagnose avoidable activations without weakening worker confidence or discouraging legitimate use.

Supports the employer's general duty under section 2 of the Health and Safety at Work etc. Act 1974 to ensure, so far as is reasonably practicable, the health, safety and welfare at work of employees, including lone workers.

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Management assurance
Free lead resource

Monthly Lone Worker Management Audit

Review adoption, alarm handling, supervision, incident evidence and outstanding management actions.

Supports the Health and Safety at Work etc. Act 1974 duty to review lone-worker controls. Coming into forceEmployment Rights Act 2025 sections 20 and 21 (all reasonable steps to prevent sexual harassment, and employer liability for third-party harassment) come into force on 30 October 2026 under the Employment Rights Act 2025 (Commencement No. 6 and Transitional and Saving Provisions) Regulations 2026, statutory instrument (SI) 2026/1065. Do not treat them as current law before that date.

Training design

Plan practice around real decisions

Connect scenario content to risk evidence, learner safety and useful workplace evaluation.

Training design
Instant access

Scenario Training Design and Evaluation Planner

Connect scenario practice to risk evidence, learner safety, observable decisions and workplace evaluation.

Supports the Health and Safety at Work etc. Act 1974 duty to give staff practical, evidenced training for foreseeable risks - not just awareness.

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Adapt each resource to the work and assign ownership. These tools support structured review; they do not replace a suitable and sufficient risk assessment, competent advice or current official guidance.

Safety Hub

Practical insight and resources built from thirty years at the frontline.

Conflict Management

Workplace violence and aggression

Practical controls for violence, aggression, conflict, reporting and review.

Lone Worker Safety

Lone Worker Safety Centre

Guidance for staff who work alone, visit, travel, or need check-in and escalation.

Dealing with Challenging Phone Calls

Managing challenging phone calls

Abusive calls, repeated contact, boundary setting, records and escalation.

Safeguarding Adults and Children

Notice, record and refer

What non-specialist staff should notice, record in fact, and refer.

Professional Boundaries

Recognising boundary drift

Gifts, over-familiarity, unofficial contact and pressure to bend the rules.

Dangerous Dogs Awareness

Dog risk for visiting staff

What to check before a visit, and what to do if a dog is present.

Scenario Based Frontline Training

Why live practice matters

How scenario practice tests real workplace decisions without theatrical conflict.

Violence Against Women and Girls

Personal safety away from the workplace

Travel, walking and public transport. Written for employers to share with staff.

Open the complete Safety Hub

Plan training around your staff and risks

Tell us about your staff roles, working environment and the situations your staff face. We will recommend the right training approach for your organisation.

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Trusted by organisations across the UK for practical, scenario-led staff safety training.