Industry · free template

DSE Workstation Assessment

Display screen equipment self-assessment covering chair, screen, lighting and breaks, per UK DSE regulations.

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 · card
Conditional rules
2
Typical time
5 min
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Live preview and test console

This is the real form. Answer it to test the 1 conditional rule — nothing is sent or stored.

Page 1 of 2Your workstation

DSE workstation self-assessment

Every question on this page is currently visible.

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

DSE Workstation Assessment 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.
  • Mobile-heavy audiences, thanks to the one-question-per-screen card layout.

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.

  • 9 questions are required, so submissions arrive complete instead of needing a follow-up email.
  • It pins the request to a specific date.
  • 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.

  1. 1Press “Use this template” — a fresh copy of DSE Workstation Assessment lands in your workspace, ready to edit.
  2. 2Rename or delete any question, and change what is required. Nothing here is fixed.
  3. 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.
  4. 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.
  5. 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 “Do you experience any discomfort at your workstation?” is Yes, “Please describe the discomfort” becomes mandatory before the form can be sent.
  • Features advanced show logic: if “Do you experience any discomfort at your workstation?” is Yes, the form dynamically exposes “Assessor follow-up action”. Otherwise that question never appears.
  • All 2 rules are editable in the Logic tab, and the built-in checker warns about rules that contradict each other.

About this template

UK DSE regulations require employers to assess workstations used regularly for display screen work, and the practical way most organisations do this is a self-assessment the employee completes about their own setup. This version covers chair adjustability and support, screen position and glare, keyboard and mouse placement, lighting, and how often the person takes breaks away from the screen — the areas most linked to discomfort and strain. It works equally for an office desk or a home working setup, since the regulations apply to both once DSE use becomes regular. A discomfort question flags neck, back, wrist or eye strain directly, and answering yes prompts for detail so the assessor can follow up rather than let a symptom sit unrecorded. Because self-assessments are only useful if someone reviews them, the form ends with a section for the assessor's action and sign-off rather than treating the employee's answers as the final word. It pairs with the Office Risk Assessment Form for the wider environment and Manual Handling Assessment where a role also involves physical tasks beyond screen work.

What this form asks

Every question is editable — rename it, make it optional, or delete it entirely.

Page 1 — Your workstation

  • Employee namerequired
  • Work locationrequired
  • Is your chair adjustable and does it support your lower back?required
  • Is your screen roughly at eye level and free of glare?required
  • Are your keyboard and mouse within comfortable reach?required
  • Is your lighting adequate for screen work?required
  • How often do you take a break away from the screen?required
  • Do you experience any discomfort at your workstation?required
  • Please describe the discomfort

Page 2 — Review

  • Assessor follow-up action
  • Assessor namerequired
  • Date reviewed
  • Next 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 1 question. Everything below is already set up — edit or delete any rule once the template is in your workspace.

Driven by “Do you experience any discomfort at your workstation?

  • Makes answers required

    If “Do you experience any discomfort at your workstation?” is Yes, “Please describe the discomfort” becomes required before the form can be submitted.

  • Reveals questions

    If “Do you experience any discomfort at your workstation?” is Yes, the form reveals “Assessor follow-up action”.

Set it up step by step

  1. 1

    Repeat for home and office setups separately

    A hybrid worker's home desk and office desk can differ enough to need two assessments rather than one covering both from memory.

  2. 2

    Follow up on every discomfort answer

    A "yes" here is an early warning, not a complaint to file away — the assessor follow-up field exists so it gets acted on.

  3. 3

    Reassess after any equipment or role change

    A new monitor, desk or chair can undo a previously fine assessment; don't wait for the scheduled review date if something's changed.

  4. 4

    Don't rely on self-assessment alone for known issues

    If someone has flagged pain before, a brief in-person or video check is worth more than another form.

Mistakes to avoid

  • Sending the form once at onboarding and never repeating it as equipment or working location changes.
  • Leaving discomfort answers unreviewed instead of triggering the follow-up action they're meant to prompt.
  • Assuming a home working assessment is optional when DSE regulations apply regardless of location once use is regular.

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

Review every submission promptly, arrange equipment or ergonomic fixes for anyone reporting discomfort, and reassess after any change to their setup or role.

Works in both layouts

These pages cover the same subject ground as the dse workstation assessment, matched on the words people actually search for.

Frequently asked questions

Does this apply to home workers too?

Yes — DSE regulations apply wherever screen work is done regularly, so hybrid and fully remote staff should complete this for their home setup as well as any office desk.

How is this different from the Office Risk Assessment Form?

The Office Risk Assessment Form looks at the wider environment — layout, fire routes, general hazards — while this one is specific to an individual's screen, chair and keyboard setup.

What if someone reports ongoing pain, not just occasional discomfort?

Treat that as a priority follow-up and consider a referral to occupational health rather than relying on equipment adjustments alone.

How often should this be repeated?

At least annually, and immediately after a change of desk, equipment, working location or role.

Is the DSE Workstation Assessment template free to use?

Yes. You can preview and test DSE Workstation Assessment 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 DSE Workstation Assessment template ask for?

It asks 13 questions across 2 pages, 9 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 DSE Workstation Assessment form after copying it?

Yes — the copy is entirely yours. Change wording, add or remove questions, switch between the classic and card layouts, 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 “Do you experience any discomfort at your workstation?” is Yes, “Please describe the discomfort” becomes mandatory before the form can be sent. Features advanced show logic: if “Do you experience any discomfort at your workstation?” is Yes, the form dynamically exposes “Assessor follow-up action”. Otherwise that question never appears. 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 DSE Workstation Assessment 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 DSE Workstation Assessment 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.

More forms teams pair with the dse workstation assessment.

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