COSHH Assessment Record
Control of Substances Hazardous to Health assessment record — substance, exposure route, controls and PPE required.
A ready-to-use manufacturing & industrial form for small teams who need a reliable intake process: 13 questions, 2 pages, 2 conditional rules.
- Questions
- 13
- Pages
- 2
- Layouts
- classic
- Conditional rules
- 2
- Typical time
- 7 min
Searches this template answers
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Live preview and test console
This is the real form. Answer it to test the flow — nothing is sent or stored.
Page 1 of 2 — Substance details
This template runs as a straight sequence — no branching rules.
What happens after submit: nothing is stored in this preview. On your own copy, every response triggers an instant email notification and lands in your response dashboard, ready to export or forward.
Happy with it? Take a copy into your workspace — every question, rule and setting comes with it.
Who this template is for
COSHH Assessment Record is built for small teams who need a reliable intake process who need to collect the same complete information from everyone.
- Small teams who need a reliable intake process working in manufacturing & industrial.
- Teams who need to collect the same complete information from everyone without writing code or paying for a custom build.
- Anyone replacing chasing missing details over email with one structured record per enquiry.
- Respondents are the people you send it to — the form asks them 13 questions across 2 screens.
Why this form is useful
It removes the cost of chasing missing details over email and turns each submission into a record your team can act on immediately.
- 4 questions are required, so submissions arrive complete instead of needing a follow-up email.
- It pins the request to a specific date.
- It allows multiple selections without free text.
- Conditional logic hides 2 questions until they are relevant — shorter forms convert better than long ones.
- Splitting the form across 2 pages keeps each screen short and shows respondents how much is left.
- Every response is stored, searchable and exportable, so nothing depends on one person's inbox.
How to use this template
From copy to live form is a few minutes of work, and every step is reversible.
- 1Press “Use this template” — a fresh copy of COSHH Assessment Record lands in your workspace, ready to edit.
- 2Rename or delete any question, and change what is required. Nothing here is fixed.
- 3Open Notifications and add the email addresses that should be alerted on each submission; add an auto-reply to the respondent if the form collects an email address.
- 4Publish it, then either share the link directly or paste the embed snippet into your site — the embedded form resizes to fit and loads no marketing or advertising trackers.
- 5Watch responses land in Submissions, where you can filter, label and export them to CSV or PDF.
Logic and conditions blueprint
Exactly how this form behaves as it is answered — 2 conditional rules ship with it.
- Features conditional validation: if “Exposure route” is Inhalation, “Ventilation / extraction in place” becomes mandatory before the form can be sent.
- Features conditional validation: if “Is PPE required?” is Yes, “PPE specified” becomes mandatory before the form can be sent.
- All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.
About this template
The COSHH regulations require employers to assess the risk from any substance hazardous to health before it's used or stored, and to record what controls are in place. This form captures one substance or product per entry: its name, the safety data sheet reference, where and how it's used, and who is exposed to it. It records the exposure route — inhalation, skin contact, ingestion or eye contact — because the right control depends heavily on which route applies. A hierarchy-of-control section runs through elimination, substitution, engineering controls (like extraction) and administrative controls before PPE, reflecting the order COSHH expects assessments to consider rather than jumping straight to gloves and masks. Storage and spill-response notes cover what happens outside normal use. Like other risk records, it closes with a review date and the assessor's name, because substance use and quantities change over time and an assessment written for one process can quietly stop being accurate. This isn't a substitute for the substance's actual safety data sheet — it's the record of the decisions your organisation made in light of it.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — Substance details
- Substance or product namerequired
- Safety data sheet reference
- Where and how is it used?required
- Exposure route
- Who is exposed?
Page 2 — Controls
- Ventilation / extraction in place
- Administrative controls (e.g. training, limited access, time limits)
- Is PPE required?required
- PPE specified
- Storage and spill-response arrangements
- Assessor namerequired
- Date of assessment
- Review date
13 questions in total.
How the form changes as it's filled in
This template ships with 2 conditional rules, grouped into 2 behaviours driven by 2 questions. Everything below is already set up — edit or delete any rule once the template is in your workspace.
Driven by “Exposure route”
- Makes answers required
If “Exposure route” is Inhalation, “Ventilation / extraction in place” becomes required before the form can be submitted.
Driven by “Is PPE required?”
- Makes answers required
If “Is PPE required?” is Yes, “PPE specified” becomes required before the form can be submitted.
Set it up step by step
- 1
Assess per substance, not per department
Each hazardous product needs its own record because exposure routes and controls differ even within the same room.
- 2
Work through the hierarchy in order
Check whether the substance can be eliminated or substituted before relying on PPE — COSHH treats PPE as the last line of control, not the first.
- 3
Attach or reference the safety data sheet
The SDS reference field should point to a document your team can actually pull up, not just a product name.
- 4
Review when quantities or processes change
A control that was adequate for occasional small-scale use may not be for a scaled-up process using the same substance.
Mistakes to avoid
- Listing PPE as the only control without considering extraction, substitution or reduced exposure time first.
- Assessing a whole cabinet of chemicals as one entry instead of the substances and processes that actually create exposure.
- Letting the assessment go stale after a supplier or formulation change alters the hazard.
What it pairs with
Most teams don't run this form on its own. These are the forms and systems it sits next to.
What to do with the responses
File the assessment alongside the substance's safety data sheet, brief anyone who handles it on the controls recorded, and revisit it if usage or quantity changes.
Works in this layout
Forms that overlap this one
These pages cover the same subject ground as the coshh assessment record, matched on the words people actually search for.
Office Risk Assessment Form
assessmentbillchangecontroldowntime
Manual Handling Assessment
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assessmentcontrolcoshhinspectionmaintenance
DSE Workstation Assessment
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Incident Investigation Form
billchangedowntimeengineeringfactory
Near Miss Report Form
billchangedowntimeengineeringfactory
Frequently asked questions
Do I need this for every cleaning product in the building?
Yes in principle — any substance capable of harming health needs an assessment, though low-hazard household-style products can often be grouped if their use and controls are genuinely identical.
How is this different from the Office Risk Assessment Form?
The Office Risk Assessment Form covers general workplace hazards like trip risks and fire routes; this one is specific to hazardous substances and follows the COSHH hierarchy of controls.
What if a substance requires health surveillance?
Note that requirement in the administrative controls field and set up the surveillance separately — this form records the assessment, not the ongoing monitoring programme.
Who should carry out the assessment?
Someone competent to judge the hazard and controls, usually a trained health and safety lead — not necessarily the person who handles the substance day to day.
Is the COSHH Assessment Record template free to use?
Yes. You can preview and test COSHH Assessment Record on this page without an account, and take a copy into your own HelloForms workspace on the free plan. There is nothing to install and no card required to publish it.
What does the COSHH Assessment Record template ask for?
It asks 13 questions across 2 pages, 4 of which are required. Every question is listed in full further down this page, and each one can be renamed, reordered, made optional or deleted after you copy the template.
Can I edit the COSHH Assessment Record form after copying it?
Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic layout, restyle it to match your brand, and set who gets notified on each submission.
How does the conditional logic in this manufacturing & industrial form work?
2 conditional rules ship with the template: Features conditional validation: if “Exposure route” is Inhalation, “Ventilation / extraction in place” becomes mandatory before the form can be sent. Features conditional validation: if “Is PPE required?” is Yes, “PPE specified” becomes mandatory before the form can be sent. All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other. All rules are editable in the Logic tab.
Where do responses to the COSHH Assessment Record form go?
Submissions land in your workspace under Submissions, where you can search, filter, label and export them to CSV or PDF. You can also email a notification to your team on every submission and send the respondent an auto-reply.
Can I embed the COSHH Assessment Record form on my own website?
Yes. Publish the form and paste the embed snippet into any page or share the direct link. The embedded form resizes to fit its container and loads no advertising or marketing trackers inside the iframe.
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