ModulesTask Risk AssessmentWork Control
The risk of today’s task, before it starts.One assessment, read and signed by the crew at the job.
For supervisors and crews doing non-routine work: start from your company’s task library or a blank sheet, rate each hazard on your own risk matrix, and send back what the crew adds at the job. With a permit or without one.
| No. | Step | Hazard | Controls | Before → after |
|---|---|---|---|---|
| 1 | Climb the stair to the roof with tools | Fall at the roof edge; dropped tools |
| S3·L3 · Medium→ S3·L1 · Low |
| 2 | Lift tools and cables by hand line and bagAdded by the crew 07:08 | Loss of balance on the stair; dropped load |
| S3·L3 · Medium→ S3·L1 · Low |
| 3 | Set fire protection and spark containment | Sparks falling to the tank shoulder and the dike |
| S4·L3 · High→ S4·L1 · Low |
| 4 | Test the vapour space and the work point | Flammable vapour inside the tank or at the arc |
| S5·L3 · High→ S5·L1 · Medium |
| 5 | Weld the handrail to the brackets | Burns, welding fume, ignition of residue |
| S4·L4 · High→ S4·L1 · Low |
| 6 | Grind the welds | Sparks travel further than when welding; eye injury |
| S3·L3 · Medium→ S3·L1 · Low |
| 7 | Clear the roof; fire watch stays | Smouldering residue after the crew leaves |
| S4·L2 · Medium→ S4·L1 · Low |
Crew review · 07:10 at the roof · 1 step added at the job
- Carlos Mendes
- Arden Welding · holder · 07:10
- Rafael Okonkwo
- Arden Welding · 07:10
- Ana Lima
- Fire watch and gas tester · 07:11
- Action
- AT-0157 · Fit a permanent tool hoist point on the T-201 roof · Open
One task, three views. Switch the view: the steps, the crew review and the proposal change; nothing is retyped. An example assessment; the fields are the product’s, the values illustrative.
Where it connects
On the same loop: Permit to Work, Hazard & Risk Register, Contractor Management and 38 more modules in one workspace.
Method note
Start from the library, or from a blank sheet? Both schools have a point.
Templates keep the controls that took years to learn. Blank sheets keep people thinking about today.
Leandro · Founder, UProcess
One school standardises: the same task gets the same analysis, written once by the people who know it best. The other warns that a reused analysis stops describing the job in front of the crew, and wants every job to start fresh. Each is right about the other’s failure.
So the crew starts from either, and the library learns from the job.
- From the libraryA snapshot of the company template. Later versions of the template never change it.
- BlankFor a one-off job the library does not cover yet.
- Proposed backA step the crew adds at the job is marked, and can go to the task owner as the next version.
Where Task Risk Assessment usually breaks
Four places a task assessment goes wrong, and what the record does about each.
Written in the office, without the crew.
OSHA’s guide to job hazard analysis calls employee involvement very important: the people doing the job understand it best, and taking part in every step reduces oversights.
Source: OSHA 3071, Job Hazard Analysis
In UProcess The crew reviews the assessment at the job: who was present, and the review signed by the person who led it. A permit that requires an assessment counts it only after that review.
Crew review · TRA-2026-0088
1 step added at the job
Copied from the last job.
HSE’s permit-to-work guidance says precautions such as process or electrical isolation must be identified in task risk assessments before any work is undertaken, by people who have thought about the foreseeable risks of that job.
Source: HSE, Guidance on permit-to-work systems (HSG250)
In UProcess An assessment starts as a snapshot of a versioned template, and a step the crew adds at the job is marked as added there. The task owner can accept it into the next version, so the library follows the work.
Step 2 · added at the job
- Step
- Lift tools and cables by hand line and bag
- Why
- Stair too narrow to climb with cable and grinder
- In library v2
- No
- Proposal
- Sent 12 Nov 2026 to Priya Nair, task owner
Accepted, it becomes v3. TRA-2026-0088 keeps its own snapshot.
Controls slide to the bottom of the hierarchy.
NIOSH ranks controls from elimination and substitution down to administrative controls and PPE, the least effective, and asks workplaces to apply them in that order. A task analysis that lists only procedures and PPE still looks complete on paper.
Source: NIOSH, hierarchy of controls
In UProcess Every control is labelled by its level in the hierarchy. A step held only by procedures and PPE reads that way on the page the crew signs.
Step 4 · flammable vapour at the arc
- Elimination
- Fill line spaded, pump locked off (ISO-2026-0031)
- Substitution
- —
- Engineering
- —
- Administrative
- Gas test before work and every hour; stop at 10% LEL
- PPE
- —
Each control shows its level. Empty levels stay visible.
Rated on a scale nobody else uses.
A systematic review of job safety analysis found that it offers no unified framework for rating risk, so methods differ from one analysis to the next.
Source: Ghasemi et al., Safety and Health at Work (2023)
In UProcess Each hazard is rated before and after controls on your company’s published Risk Matrix version, and the version stays with the assessment. With no published matrix, the assessment says hazards are not rated.
Corporate 5×5 · published 12 Aug 2026
Before · S5·L3 · HighAfter · S5·L1 · Medium
Step 4 · the version used stays on the assessment.
Assessment TRA-2026-0088 · for PTW-2026-0142 · 12 Nov 2026
| Person | Company | Role | Present |
|---|---|---|---|
| Carlos Mendes | Arden Welding | Holder | |
| Rafael Okonkwo | Arden Welding | Welder | |
| Ana Lima | Site | Fire watch, gas tester | |
| Tomás Ruiz | Arden Welding | Welder |
- Review signed
- 07:10 · Carlos Mendes · confirmed on device
- Added at the job
- Step 2 · 07:08
- Library
- Proposed as v3 · waiting for the task owner
The record an auditor asks for.
An assessment is worth what the crew read and signed, at the job, on the day.
- The template and version the assessment started from.
- Ratings before and after controls, with the matrix version used.
- Who was present at the job, and who signed the review and when.
- What the crew added, and whether the library took it.
What’s in an assessment
- Structure
- Task → steps → hazards → controls, each control labelled elimination, substitution, engineering, administrative or PPE.
- Library
- Your company’s task templates, versioned. An assessment is a snapshot; later versions never change it.
- Rating
- Before and after controls, on the published Risk Matrix version, kept on the assessment.
- Crew review
- Who was present, the steps added at the job, and a signed review.
- Links
- The permit’s assessment gate, controls not yet in place as actions in Action Tracking, and the site activity in the Hazard & Risk Register.
Questions
Do I need a permit to use it?
No. An assessment can stand alone. Work without a permit still deserves a task analysis.
What if we have no risk matrix yet?
The assessment still works, without ratings, and says so: hazards not rated. Publish a matrix and new assessments are rated on it.
Does a high residual rating block the permit?
No. The permit’s assessment gate asks only that the assessment is linked and reviewed by the crew.
Who changes the library?
The task owner. Steps proposed from the field wait for them, and an accepted change becomes a new version of the template.