Cheat sheet

IOSH Managing Safely Cheat Sheet

Introducing Managing Safely

Not publishedof exam

Why Manage SafelyMoral Legal FinancialAccident Cost IcebergAccountability

Assessing Risks

Not publishedof exam

Controlling Risks

Not publishedof exam

Understanding Responsibilities

Not publishedof exam

Understanding Hazards

Not publishedof exam

Investigating Incidents

Not publishedof exam

Measuring Performance

Not publishedof exam

Quick Facts

Course
IOSH Managing Safely
Modules
7 modules
Duration
Three days equivalent
Assessment
Paper plus project
Project pass
23 of 38
Project time
Two hours maximum
Project hazards
Four hazards required
Risk matrix
5x5, max 25
Paper format
Not published by IOSH
Certificate
Does not expire
Refresher
One day, three-year window
Audience
Managers and supervisors

Why Manage Safely

Moral case
Nobody harmed by work
Legal case
Criminal duties, civil claims
Financial case
Accidents drain money
Responsibility
Duty to act
Accountability
Cannot be delegated
Delegation
Tasks pass down only
Insured costs
Claims, damaged plant
Uninsured costs
Lost time, investigation, overtime
Cost iceberg
Uninsured costs hidden below

Five Risk Steps

Identify Assess Control Record Review

Identify: the hazardsAssess: who and howControl: use hierarchyRecord: five plus employeesReview: change or incident

Hazard vs Risk

Hazard

  • Potential to cause harm
  • Property of the thing
  • No numbers needed

Risk

  • Likelihood times consequence
  • Rated out of 25
  • Changes with controls

Source vs chance

Project Row Builder

  1. Choosing a hazardPick significant, not trivial
  2. Describing the hazardName the harm source
  3. Listing who is harmedQuantify each group
  4. Rating current riskLikelihood times consequence
  5. Adding further controlsMix hard and soft
  6. Rating residual riskLower the likelihood
  7. Assigning an actionJob title plus date

Risk Assessment Steps

Step 1
Identify the hazards
Step 2
Assess the risks
Step 3
Control the risks
Step 4
Record your findings
Step 5
Review the controls
Record trigger
Five or more employees
Suitable and sufficient
Proportionate, covers significant hazards
Review trigger
Incident or significant change
Vulnerable groups
Young, new, expectant, lone

Project Marks Add Up

1 + 9x4 + 1 = 38

Top of form: 1Each hazard row: 9Four rows: 36Bottom of form: 1Pass: 23 of 38

5x5 Risk Matrix

Likelihood
Rate 1 to 5
Consequence
Rate 1 to 5
Risk rating
Likelihood times consequence
Scale
Rating out of 25IOSH
Examiner tolerance
Within plus or minus oneProject
Rating 15-16
Urgent action expectedIOSH
Residual rating
Must be lower
Consequence 5
Foreseeable death

Project Marking Scheme

Top of form
1 mark
Each hazard row
9 marks available
Four hazard rows
36 marks total
Bottom of form
1 mark
Total marks
38 marks
Pass mark
23 of 38
Not a hazard
Lose all nine marks
Time guide
Two hours maximum

ERIC PD Hierarchy

Eliminate Reduce Isolate Control PPE Discipline

Eliminate: remove hazardReduce: substitute saferIsolate: guard or encloseControl: safe systemPPE: last resortDiscipline: monitor and enforce

Safe System vs Permit

Safe system

  • Defined working method
  • Every routine task
  • From the risk assessment

Permit

  • Written authorisation
  • High-risk jobs only
  • Signed off, time limited

Method vs authorisation

Control Picker

  1. Hazard can be removedEliminate(Best option)
  2. Safer substitute existsReduce(Substitution)
  3. Keep people awayIsolate(Guard or barrier)
  4. Change how work runsControl(Safe system)
  5. Residual risk still remainsPPE(Last resort)
  6. Controls being ignoredDiscipline(Monitor, enforce)

ERIC PD Hierarchy

Eliminate
Remove the hazard1
Reduce
Substitute safer option2
Isolate
Enclosures, barriers, guarding3
Control
Safe systems, training, rotation4
PPE
Last resort protection5
Discipline
Monitor and enforce6
Collective first
Protects everyone automatically
Personal last
Needs individual compliance

Collective vs Personal

Collective

  • Protects everyone at risk
  • Works without user action
  • Guard rail

Personal

  • Protects one person
  • Needs correct use
  • Harness and lanyard

Automatic vs dependent

Control Toolkit

Reasonably practicable
Risk versus time, money
Gross disproportion
Sacrifice far outweighs risk
Safe system of work
Defined method from assessment
Permit to work
Written high-risk authorisation
Permit examples
Hot work, confined spaces
Competence
Skills, knowledge, experience, training
Supervision
Cover while still learning
PPE rules
Suitable, maintained, free of charge

HSG65 Plan Do Check Act

Plan Do Check Act

Plan: policy and objectivesDo: organise, control risksCheck: measure performanceAct: review and improve

Criminal vs Civil Law

Criminal

  • State prosecutes breach
  • Fines and imprisonment
  • HSE or council

Civil

  • Injured person sues
  • Compensation for loss
  • Negligence claim

Punish vs compensate

Law and Duties

HSWA 1974
Main UK safety act
Section 2
Employer duties to employees
Section 7
Employee care and co-operation
Section 8
No interference or misuse
Written policy
Five or more employees
MHSWR 1999
Assessment and arrangements duties
Criminal law
Punishment, fines, imprisonment
Civil law
Negligence, compensation claims
Three knowledge tests
Common, industry, expert

Improvement vs Prohibition

Improvement

  • Breach must be fixed
  • Stated compliance period
  • Appeal suspends notice

Prohibition

  • Stops dangerous activity
  • Serious injury risk
  • Appeal does not suspend

Fix it vs stop it

Enforcement and Systems

Improvement notice
Fix breach within period
Prohibition notice
Stop dangerous activity
Appeal window
21 days to tribunal
Appeal effect
Improvement suspended, prohibition stands
HSE inspectors
Factories, construction, agriculture, hospitals
Local authority
Shops, offices, warehouses, hospitality
HSG65
Plan, Do, Check, Act
ISO 45001
OSH management system standard

Manual Handling TILE

Task Individual Load Environment

Task: how it movesIndividual: the personLoad: weight and shapeEnvironment: space, floor, light

EAV vs ELV

Action value

  • Triggers required action
  • Noise 80 and 85
  • Vibration 2.5

Limit value

  • Must not be exceeded
  • Noise 87 dB(A)
  • Vibration 5.0

Act vs never exceed

Height Equipment Picker

  1. Job can be done belowAvoid work at height(First choice)
  2. Safe existing place availableGuarded platform(Prevent falls)
  3. Work needs a platformTower or MEWP(Collective)
  4. Low risk, 30 minutesLadder(Short duration)
  5. Fall cannot be preventedNet or airbag(Minimise consequence)
  6. Only personal protection possibleHarness and lanyard(Needs correct use)

Six Hazard Categories

Physical
Noise, vibration, radiation
Chemical
Dusts, fumes, solvents
Biological
Bacteria, viruses, mould
Mechanical
Machinery, moving parts
Environmental
Wet floors, lighting, temperature
Organisational
Workload, shifts, stress

Six Stress Standards

Demands Control Support Relationships Role Change

Demands: workloadControl: autonomySupport: help availableRelationships: behaviourRole: clarityChange: communication

Exposure Values

Noise lower value
80 dB(A) daily
Noise upper value
85 dB(A) daily
Noise limit value
87 dB(A) daily
Peak values
135, 137, 140 dB(C)
Hand-arm EAV
2.5 m/s2 A(8)
Hand-arm ELV
5.0 m/s2 A(8)
COSHH duty
Prevent or adequately control
Asbestos duty
Find, record, manage, plan

Height, Handling, Fire

Height hierarchy
Avoid, prevent, minimise
Ladder use
Low risk, short duration
Short duration
Maximum 30 minutes
Ladder angle
One out, four up
TILE
Task, Individual, Load, Environment
Handling duty
Avoid, assess, reduce
Fire triangle
Fuel, oxygen, heat
Class A fire
Wood, paper, textiles
Class F fire
Cooking oils and fats

Extinguishers and Electricity

Water
Red, Class A only
Foam
Cream, solids and liquids
Dry powder
Blue, liquids and electrical
CO2
Black, electrical and liquids
Wet chemical
Yellow, cooking oils only
Site voltage
110V centre tapped earth
Voltage to earth
Maximum 55 volts
Safest tools
Battery powered equipment

Stress Management Standards

Demands
Workload, patterns, environment
Control
Say over the work
Support
Encouragement, sponsorship, resources
Relationships
Conflict and unacceptable behaviour
Role
Clear, non-conflicting duties
Change
Managed and communicated well

Investigation Four Steps

Gather Analyse Identify Plan

Gather: facts and witnessesAnalyse: why it happenedIdentify: controls neededPlan: actions, owners, dates

Immediate vs Root Cause

Immediate

  • Agent of harm
  • Visible at the scene
  • Missing guard

Root

  • Management system failing
  • No maintenance plan
  • Fixes many events

Trigger vs system

RIDDOR Picker

  1. Worker killed at workNotify without delay(Report follows)
  2. Specified injury occursReport within 10 days
  3. Absent over seven daysReport within 15 days
  4. Absent four to seven daysRecord only(Not reportable)
  5. Written disease diagnosisReport the disease
  6. Listed dangerous occurrenceReport within 10 days

Incident Definitions

Accident
Event causing injury, harm
Incident
Accident or near miss
Near miss
No harm, clear potential
Undesired circumstance
Conditions with harm potential
Immediate cause
Obvious agent of harm
Underlying cause
Workplace failure behind it
Root cause
Management system failing
No-blame rule
Find causes, not culprits

RIDDOR Reporting

Death at work
Notify without delay
Specified injuries
Report within 10 days
Dangerous occurrences
Report within 10 days
Over-seven-day injury
Report within 15 days
Over-three-day injury
Record, do not report
Occupational disease
Report on written diagnosis
Responsible person
Usually the employer
Record contents
Date, place, people, description

Active vs Reactive

Active

  • Before harm occurs
  • Inspections and training
  • Leading indicators

Reactive

  • After harm occurs
  • Injuries and absence
  • Lagging indicators

Prevent vs count

Monitoring Picker

  1. Check conditions todayInspection(Frontline)
  2. Test the whole systemAudit(Evidence based)
  3. Need independent challengeExternal auditor
  4. Need low cost checkInternal auditor
  5. Measure effort investedLeading indicator(Active)
  6. Measure outcomes sufferedLagging indicator(Reactive)

Performance Indicators

Active monitoring
Checks before harm occurs
Reactive monitoring
Counts what went wrong
Leading indicator
Training done, actions closed
Lagging indicator
Injury and absence rates
Inspection
Frontline conditions on day
Audit
Systematic system examination
Internal auditor
Knows operation, less independent
External auditor
Independent, brings outside comparison
Benchmarking
Compare against similar organisations

Inspection vs Audit

Inspection

  • Conditions on the day
  • Frontline walk round
  • Quick and frequent

Audit

  • Whole management system
  • Documents, interviews, observation
  • Periodic and deep

Snapshot vs system

Audit Evidence and Rates

Document evidence
Policies, records, assessments
Interview evidence
What people actually say
Observation evidence
What actually happens
Good KPI
Specific, measurable, owned, timed
Incidence rate
Injuries per 100,000 workers
Rate purpose
Compare sites, sectors, years
Falling injury count
May mean suppressed reporting
Ill health lag
Long latency hides exposure

Common Traps

Hazard vs risk

Hazard is the source Risk is the chance

Accountability vs task

Tasks can be delegated Accountability stays with you

Reduce vs isolate

Reduce substitutes safer option Isolate separates people physically

Practicable vs reasonably practicable

Practicable means technically possible Reasonably practicable weighs cost

Notice types

Improvement fixes a breach Prohibition stops the work

Report vs record

Over seven days reportable Over three days recorded

EAV vs ELV

Action value triggers control Limit value must never be exceeded

Inspection vs audit

Inspection checks conditions today Audit tests the system

Cause depth

Immediate cause is visible Root cause is managerial

Residual rating direction

Likelihood usually falls Consequence usually stays same

PPE placement

PPE is last resort Never the first control

Fewer injuries claim

Low counts may hide underreporting Ill health lags years

Last Minute

  1. 1.Seven modules, three days equivalent
  2. 2.Project pass mark: 23 of 38
  3. 3.Project needs four significant hazards
  4. 4.Risk rating = likelihood x consequence
  5. 5.5x5 matrix maximum is 25
  6. 6.Residual rating must be lower
  7. 7.ERIC PD: PPE near bottom
  8. 8.Collective protection before personal protection
  9. 9.Record findings at five employees
  10. 10.Noise action values 80 and 85
  11. 11.Noise limit value is 87
  12. 12.Vibration EAV 2.5, ELV 5.0
  13. 13.Ladders: low risk, 30 minutes
  14. 14.Specified injuries: report 10 days
  15. 15.Over seven days: report 15 days
  16. 16.Improvement fixes; prohibition stops work
  17. 17.Active monitoring happens before harm
  18. 18.Audit tests system; inspection checks conditions
  19. 19.Immediate cause visible; root cause managerial
  20. 20.Certificate never expires; refresher recommended
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