Manual Handling Assessment
Manual handling risk assessment covering task, load, environment and individual factors, with controls and review date.
A ready-to-use manufacturing & industrial form for small teams who need a reliable intake process: 12 questions, 2 pages, 2 conditional rules.
- Questions
- 12
- Pages
- 2
- Layouts
- classic
- Conditional rules
- 2
- Typical time
- 6 min
Searches this template answers
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 — Task and load
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
Manual Handling 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 12 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.
- 6 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.
- 1Press “Use this template” — a fresh copy of Manual Handling Assessment 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 “Can the manual handling be avoided or mechanised?” is No, “Control measures in place” becomes mandatory before the form can be sent.
- Features conditional validation: if “Is the current risk acceptable?” is No — further action needed, “Action owner” 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 Manual Handling Operations Regulations expect an assessment that looks at the task, the load, the working environment and the individual doing the lifting — often remembered as TILE — rather than a single generic "lifting is risky" note. This form works through each factor: the task description and frequency, the load's weight, shape and stability, environmental issues like uneven flooring or restricted space, and individual factors such as whether the task suits everyone or needs restriction for particular circumstances. It asks directly whether the load can be avoided, reduced or mechanised before any other control, reflecting the regulations' preference for removing the hazard rather than just training around it. Where a risk remains, it records the control chosen — team lifting, handling aids, height adjustment — and who is responsible for making sure it's followed. As with the other safety assessments in this set, it closes with an assessor name, date and review date, because a task assessed as safe with two people rostered can quietly become unsafe the day only one is on shift.
What this form asks
Every question is editable — rename it, make it optional, or delete it entirely.
Page 1 — Task and load
- Task descriptionrequired
- Frequency of taskrequired
- Load details (weight, shape, stability)required
- Environment (floor surface, space, lighting, stairs)
Page 2 — Controls
- Can the manual handling be avoided or mechanised?required
- Individual factors to consider (e.g. new starters, health restrictions)
- Control measures in place
- Is the current risk acceptable?required
- Action owner
- Assessor namerequired
- Date of assessment
- Review date
12 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 “Can the manual handling be avoided or mechanised?”
- Makes answers required
If “Can the manual handling be avoided or mechanised?” is No, “Control measures in place” becomes required before the form can be submitted.
Driven by “Is the current risk acceptable?”
- Makes answers required
If “Is the current risk acceptable?” is No — further action needed, “Action owner” becomes required before the form can be submitted.
Set it up step by step
- 1
Work through TILE in order
Task, individual, load, environment — cover all four rather than jumping straight to a lifting technique reminder.
- 2
Always ask about avoidance first
Mechanising or eliminating the lift is a stronger control than any amount of training on how to lift safely.
- 3
Name individual factors without naming health conditions
Note that a task needs restriction or support for some staff without recording private medical details on the form itself.
- 4
Reassess after a change in team size or equipment
A task rated safe for two people is a different risk when it's done solo — review dates should trigger on staffing changes too.
Mistakes to avoid
- Assuming manual handling training alone satisfies the assessment, when the load, task and environment also need reviewing.
- Recording a generic weight limit without considering the load's shape, stability or how awkward it is to grip.
- Not revisiting the assessment when a task that used to involve two people gets done by one.
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
Share the recorded controls with everyone who performs the task, fit any handling aids identified, and revisit the assessment if the task, load or team changes.
Works in this layout
Forms that overlap this one
These pages cover the same subject ground as the manual handling assessment, matched on the words people actually search for.
Office Risk Assessment Form
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Risk Assessment Form
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COSHH Assessment Record
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DSE Workstation Assessment
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Incident Investigation Form
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Near Miss Report Form
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Privacy & compliance
This form collects health information. Keep access limited to the people who need it, turn on encrypted answers for the clinical questions, and set a retention window so records don't sit in the dashboard forever.
Frequently asked questions
Do I need this for every box someone lifts?
No — focus on tasks with real risk of injury: repeated, heavy, awkward or environment-constrained lifts, rather than every incidental lift in a day.
How does this relate to the COSHH Assessment Record?
They cover different hazards — COSHH is about hazardous substances, this is about physical strain from lifting and moving loads — but both often apply to the same warehouse task.
What if the task can't be mechanised at all?
Then the control-measures field should describe what is used instead — team lifting, handling aids, rotation, or reduced load size — and the risk should be reassessed against those controls.
Who should complete this assessment?
A supervisor or health and safety lead familiar with the task, ideally after watching it being performed rather than from a description alone.
Is the Manual Handling Assessment template free to use?
Yes. You can preview and test Manual Handling 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 Manual Handling Assessment template ask for?
It asks 12 questions across 2 pages, 6 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 Manual Handling Assessment 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 “Can the manual handling be avoided or mechanised?” is No, “Control measures in place” becomes mandatory before the form can be sent. Features conditional validation: if “Is the current risk acceptable?” is No — further action needed, “Action owner” 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 Manual Handling 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 Manual Handling 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.
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