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Safety risk assessment software with full oversight

Safety risk assessment software with full oversight

Eliminate fragmented tracking across emails and spreadsheets. Monitor completion status, identify overdue assessments, and manage corrective actions in one place.

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Trusted by companies worldwide to manage safety risk assessments and improve operational control

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Manual processes create gaps in safety management

No reliable view of site compliance

When risk assessments are scattered across spreadsheets and emails, managers lose visibility. They can't spot hazards quickly and waste time manually chasing updates.

Hazards stay open for too long

Teams identify hazards, but without assigned owners and follow-up tracking, corrective actions stall. Response times to hazards are too slow, and safety risks build up.

Basic forms don't fit your workflows

Teams try to conduct assessments with basic checklists, but these break down without approvals and decision points. People end up relying on inconvenient workarounds.

How Lumiform works for safety risk assessments

Build structured assessments, complete them in the field, resolve every finding, and track compliance across all sites from one dashboard. Each step is time-stamped, and auditable.

1. Build your risk assessment template

Safety managers configure assessment forms without IT support, mapping hazard categories, severity scores, and sign-offs. Upload an existing Word template or build from scratch. Conditional logic then guides assessors through only relevant sections.
  • Conditional logic built in
  • Word template import
  • Recurring schedule setup
  • Custom scoring and ratings
1. Build your risk assessment template

2. Complete assessments on mobile in the field

A site supervisor opens the assigned assessment on their phone. They work through each hazard category, attach photos, and capture a digital signature on completion. The app works too without a network connection.
  • Works fully offline
  • Photo evidence attached
  • Digital sign-off captured
  • Auto-syncs on reconnect
2. Complete assessments on mobile in the field

3. Flag findings and assign corrective actions

When assessors mark a hazard as uncontrolled threshold, Lumiform creates a corrective action and routes it to the responsible person automatically. Managers receive the task with the finding, photo, and deadline attached.
  • Auto-assigned to right person
  • Deadline set on creation
  • Full action history logged
  • Escalation if overdue
3. Flag findings and assign corrective actions

4. Track completion and compliance across sites

The analytics dashboard shows which sites have completedtheir assessments and which are overdue. EHS managers filter by location, team, or time period to spot recurring hazard types. Exportable reports create a timestamped evidence trail.
  • Live completion status
  • Filterable by site or team
  • Automated overdue reminders
  • Audit-ready report export
4. Track completion and compliance across sites
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Measurable results across distributed teams

EHS teams managing risk assessments across multiple sites achieve consistent improvements when each step is assigned and time-stamped for accountability.

28%

reduction in reported safety incidents

40%

increase in compliance rates

25%

faster risk assessment completion

The most common safety risk assessment checks teams run with Lumiform

  • Food safety risk assessment template

Industries that run safety risk assessments at scale

These industries operate in high-risk environments where structured, documented risk assessments are required by regulation and critical for protecting workers.

Construction

Construction

Your site managers run risk assessments before each phase of work, and Lumiform lets your central safety team track completion across all active sites and flag overdue assessments.

Manufacturing

Manufacturing

Safety leads assign risk assessments to shift supervisors, capture findings with photos on the shop floor, and route corrective actions to maintenance teams.

Logistics & warehousing

Logistics & warehousing

Warehouse managers conduct risk assessments for loading operations, racking systems, and vehicle movement. Offline mobile support means assessments are completed even without reliable connectivity.

Food & beverage

Food & beverage

Your quality and EHS teams run HACCP-aligned risk assessments across production lines. Digital sign-off and timestamped records replace paper logs and support regulatory audit readiness.

Facilities management

Facilities management

Facilities teams assess risks across multiple client sites, and Lumiform generates client-ready reports from completed assessments using custom Word templates that match established report formats.

Energy & utilities

Energy & utilities

Your field technicians complete risk assessments before high-voltage or confined-space work, with assessments submitted with e-signatures and stored with the associated permit records.

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Get a plan that covers assessments, corrective actions, and compliance tracking across every site.
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Results from teams running risk assessments

See how EHS teams cut incidents and closed compliance gaps using Lumiform.

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Health and safety

ATT GmbH Digitizes Construction Site Processes

ATT Arbeitssicherheit creates mobile safety reports directly on construction sites with Lumiform, allowing them to serve customers faster and more effectively.
Read case study ATT GmbH Digitizes Construction Site Processes
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Health and safety

Die Arbeitsschutzberater cut post-processing time by 50% with Lumiform

Find out in this success story how the occupational safety consultants are revolutionizing their work processes with Lumiform, saving 50% of their processing time and improving the quality of their occupational safety measures.
Read case study Die Arbeitsschutzberater cut post-processing time by 50% with Lumiform
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Health and safety

Vision Safety reduces administrative workload and optimizes reports with Lumiform

Find out how Vision Safety is using Lumiform to drive digitalization in occupational safety. The company saves time and increases efficiency through standardized reports and reduced administrative work. Managing Director Sascha Schott shares insights into the successful implementation and the benefits for customers and the team.
Read case study Vision Safety reduces administrative workload and optimizes reports with Lumiform
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Herbert Oberauer, Safety Specialist, Oberauer GmbH

Effectiveness and flexibility are the biggest gains we have made with Lumiform.

95% of companies that implement Lumiform increase their frontline teams' productivity, health, and safety

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Ready-to-use risk assessment templates

General workplace risk assessment

Covers hazard identification, likelihood and severity scoring, existing controls, and required actions. Structured for multi-site use.

Use this template

COSHH assessment form

Documents hazardous substance handling, exposure routes, control measures, and PPE requirements. Supports regulatory compliance.

Use this template

Manual handling risk assessment

Guides assessors through task, load, environment, and individual factors. Captures photos of the work area and assigns control measures.

Use this template

Permit to work risk assessment

Links pre-task hazard assessment to permit issuance for high-risk activities. Captures authoriser signatures and stores completed permits.

Use this template
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Common questions

Can we conduct risk assessment reviews in Lumiform?

Yes. You build risk assessment forms inside Lumiform, conduct them via the mobile app or desktop, and store all completed submissions with their findings and associated actions. Scheduled forms with recurring intervals mean reviews are triggered automatically at the right frequency, with reminders sent when a review is due. Completed assessments are accessible through the forms section and filterable in analytics. This replaces the cycle of printing checklists, writing findings on paper, and managing reviews through Excel or disconnected documents.

Can Lumiform store risk assessments, e-signatures, and training records?

Yes. Lumiform stores completed forms and their associated data, including digital signatures captured during inspections or audits. Risk assessments built and completed inside the platform are stored and accessible through the forms section. The training module lets you set up courses, assign them to staff, and track completion progress alongside your inspection and assessment records.

Is it possible to take a Word template, put fields in, and generate clean output documents?

Yes. You upload a Word template, map form fields to placeholders in the document, and Lumiform generates a clean output with your data populated automatically. The report engine fills your template with inspection findings, signatures, and assessment results, so the final document matches your established format without manual copying or reformatting. This works alongside the standard PDF reports, giving you flexibility to output data in whichever format your approval process or regulatory submission requires.

Can a manager approve, deny, or send back a submission before it’s archived?

Yes. The approval module lets a manager review a submitted form, request additional evidence such as photos, approve the submission, or send it back to the submitter for correction. Every action in that review cycle is logged, giving the security manager full traceability and control over what gets finalized. This module is available as an add-on on the Professional plan and is included in the Enterprise plan.

Does Lumiform support tracking and closure of corrective actions?

When an inspection or audit surfaces a finding, you create an action inside the platform, assign it to the responsible person, and track its status through to completion. Every change to that action is logged in the history. If your current process does not properly track accidents or corrective actions, this replaces the informal email and verbal follow-up with a structured, auditable workflow where nothing falls through without a record.

Can we see what’s open and what’s done across all sites in real time?

The dashboard shows completed, planned, and ongoing inspections in one overview. The analytics section lets you filter results by site, user, group, or time period to see exactly what is open and what has been submitted. Actions have live status tracking, so account managers can see what site managers have submitted and what is still pending. This gives you the real-time visibility across territories that a spreadsheet or email-based process cannot provide.

Can we see which sites haven’t completed their risk assessment?

Yes. The analytics section gives you a filterable overview of completed and outstanding inspections across all sites. You can identify which sites are overdue and send notifications directly through the system. Scheduled forms with automated reminders mean the system flags overdue items without you having to chase them individually, giving the occupational safety team central visibility across all active projects.

Does Lumiform support digital signatures and work offline where there’s no network coverage?

Lumiform supports digital signatures within forms, so sign-off steps are captured and stored as part of the record. The mobile app works offline, meaning inspections and audits can be completed in areas without network coverage and synced once a connection is restored. Both capabilities are available on the mobile app, which covers the field-based use cases where connectivity is unreliable and paper or analog workarounds are currently filling the gap.

Can we customize report labels for templates?

Yes. Lumiform lets you customize headers, titles, and field labels within your template configuration, and those changes apply to every report generated from that template. If your team has used the same report formats for years and needs to replace fixed terminology with your internal vocabular, such as changing “incident” to “event” or “site” to “location,” you configure it once at the template level and it appears consistently across all outputs.

Is Lumiform GDPR compliant?

Yes. Lumiform is GDPR compliant, with data stored in secure data centers in Frankfurt, Germany. The platform adheres to the GDPR through robust product design, infrastructure, and data governance aligned with the highest privacy standards. You can find out more on the data security page.

Safety risk assessment guides

Browse health and safety risk assessment software guides, COSHH resources, and JHA checklists built for safety leads managing multi-site operations.

Corrective actions: A step-by-step guide (with an example plan)
Topic guide

Corrective actions: A step-by-step guide (with an example plan)

By Ima Ocon
October 15th, 2024
•
9 minutes
6 free health and safety risk assessment templates
Template collection

6 free health and safety risk assessment templates

By Ima Ocon
August 30th, 2024
•
6 minutes

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