01
Identify the hazard and task context
Define the work, location, affected people, exposure, and supporting context before scoring the risk.
Workflow Pack
Risk Assessment & Control Workflow Pack
Connect hazard identification, risk scoring, control planning, owner follow-up, and verification for safer operational work.
This workflow pack is for teams that need risk assessments to lead to clear controls, accountable owners, and verified follow-up instead of one-time scoring exercises.
Free for up to five users. No credit card required.
Adapt fields, workflows, and dashboards without code. Explore 1,000+ app templates and use cases
EHS teams standardizing risk assessments across jobs or departments.Operations teams that need clearer controls before high-risk work begins.Facilities and manufacturing teams replacing static risk spreadsheets.
01Identify the hazard and task context02Score the risk and define controls03Assign follow-up work04Verify the controls
Workflow Stages
How the templates connect across the process
02
Score the risk and define controls
Record likelihood, severity, required controls, PPE, isolation, and any conditions that block work from starting.
Risk Assessment SoftwareTrack EHS risk assessments with hazard details, risk scores, control measures, owners, due dates, and review status in one workflow.Permit To Work SoftwareRoute permit to work requests through JSA review, hazard checks, approvals, active work tracking, and closeout evidence in one EHS workflow.Job Safety Analysis FormCapture job steps, hazards, controls, PPE, approvals, and review status in one job safety analysis form workflow.
03
Assign follow-up work
Move unresolved controls into owner queues with due dates, escalation logic, and evidence requirements.
Corrective Action Request Form TemplateDownload an editable Excel corrective action plan template or printable Word report, then use Jodoo for owners, evidence, verification, and closeout.Hazard RegisterMaintain a live hazard register with hazard details, risk ratings, controls, owners, review dates, and closure status in one EHS workflow.
04
Verify the controls
Review whether the controls were implemented, whether residual risk is acceptable, and what still needs monitoring.
Hazard RegisterMaintain a live hazard register with hazard details, risk ratings, controls, owners, review dates, and closure status in one EHS workflow.Risk Assessment SoftwareTrack EHS risk assessments with hazard details, risk scores, control measures, owners, due dates, and review status in one workflow.
Connected Details
Keep key details from request to follow-up
- Task context, hazard details, and exposure move from assessment into formal risk scoring.
- Risk score, control requirements, and permit conditions determine whether work can proceed.
- Owner assignments and due dates keep unresolved controls from disappearing after review.
- Residual risk, evidence, and reviewer notes show whether the control actually worked.
Best Starting Point
Choose the first template by bottleneck
- Start with the hazard assessment form if the team is missing task context.
- Start with the risk assessment tracker if scoring and follow-up are inconsistent.
- Add permit and JSA records when the work needs formal approvals before it starts.
Included Templates
Templates that support this workflow pack
Related Business Workflows
Explore the use cases behind this process
2 templates
EHS software that connects frontline work to management review
Bring hazards, incidents, inspections, permits, chemicals, actions, evidence, and leadership decisions into one adaptable operating system.
Hazard Register / Safety Observation Form2 templatesEHS compliance software for obligations, evidence, and corrective work
Turn known requirements into owned evidence, reviewable exceptions, corrective action, verification, and management visibility—without pretending software interprets the law.
Hazard Register / Safety Observation Form0 templatesSafety Management Software
Help frontline teams report hazards, observations, incidents, inspections, controls, evidence, and actions while supervisors keep risk and closure visible.
0 templatesQuality and Safety Management
Find the right Jodoo solution for audits, nonconformance, CAPA, corrective action, EHS compliance, hazards, incidents, chemical records, or safety controls.
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Clarify the criteria behind this workflow
Guide
EHS Management System
Understand what EHS means, design the policy, responsibilities, planning, operational controls, competence, evidence, evaluation, corrective action, and management-review loop, then decide where software supports it.
GuideEHS Management System Guide
Plan an EHS management system for incidents, hazards, risk assessments, permits, SDS records, corrective action, and audit-ready follow-up.
GuideIncident Investigation Process Guide
Plan a safety incident investigation process for first reports, witness statements, root cause, corrective action, verification, and closure.
GuideHazard Identification and Risk Control Guide
Plan a closed-loop hazard identification and risk control process for reporting, assessment, controls, inspections, corrective action, and dashboards.
GuideJob Safety Analysis and Permit to Work Guide
Plan a job safety analysis and Permit to Work workflow with job steps, hazards, controls, PPE, approval roles, JSA-identified pre-work checks, QR activation, execution evidence, closeout, and archive records.
FAQs
Common questions about this workflow pack
What makes a risk assessment workflow useful?
A useful workflow keeps the hazard, risk rating, controls, owner, due date, and verification evidence together so the assessment leads to action.
How does this differ from job safety analysis?
Risk assessment is the broader control workflow. Job safety analysis usually applies that logic to a specific task or job sequence before work begins.
When should a risk assessment trigger corrective action?
Trigger corrective action when required controls are missing, residual risk remains high, or repeated findings show a broader process problem.
Next Step
Start from the closest template, then adapt the workflow
Preview the first template in this workflow pack, then customize fields, owners, statuses, and automations for your team.