ClarusDocs
← All documents
Forms

Health and Safety File Index and Cover Sheet

Written from experience on CTRL, Crossrail and Network Rail

This health and safety file index and cover sheet organises the file the client keeps after handover, which holds the information needed to maintain, alter or demolish the structure safely in the future.

Page 1 of the Health and Safety File Index and Cover Sheet templateSee what you get →

Free: F10 checker →ClarusPM →

Completed except the facts only you know

£25 + VAT

£30 inc. VAT

  • Fills in: Header details and the items to check for your project.
  • Stays [TO CONFIRM]: References, names and locations you haven’t given us. Results, readings, dates and signatures are left blank.
  • A competent person must review before use.
  • Company logo in header
  • Delivered in minutes
  • Word document (.docx)
Build mine →

Template

£9 + VAT

£10.80 inc. VAT

Blank form — fill in yourself

  • Word document (.docx)
  • Guidance notes included
  • Instant download
  • Use on any project
CDM 2015 explained Who does what under CDM, with the regulation for each duty.Read the guide →

Prices exclude VAT: UK customers pay 20% VAT; VAT is not charged for customers outside the UK.All documents are drafts. Placeholders marked [TO CONFIRM] must be completed with your site-specific details. A competent person must review before use on site.

What it's for

A health and safety file is required on projects with more than one contractor, where a Principal Designer must be appointed (regulation 12). Under CDM 2015, the Principal Designer prepares the health and safety file and hands it to the client at the end of the project. A file that is complete but impossible to navigate is not much use to the people who need it years later. The index lists what is in the file and where to find it, and the cover sheet records the project, the duty holders and the handover.

When you need it

During the project, as information is gathered, and at handover. Start the index early so that gaps are obvious before Completion.

Who signs it

The Principal Designer or contractor handing over the file signs, and the client signs to confirm they have received it.

What's inside

  • A cover sheet with project, site, client, Principal Designer, Principal Contractor and completion date
  • An index of ten sections: as-built drawings, structural calculations, ground investigation, services and isolation points, hazardous materials, maintenance, spares and suppliers, test and commissioning records, warranties, and emergency procedures
  • Version control
  • Handover and receipt signatures

FAQ

Who is responsible for the health and safety file?
The Principal Designer prepares and updates it during the project. If their appointment ends first, they pass it to the Principal Contractor. The client keeps it after handover.
Is the O&M manual the same thing?
No, although they overlap. The health and safety file focuses on information needed for future construction work to be done safely.
What should not go in it?
Information that will not help future work be done safely, such as routine site records.
What is [TO CONFIRM]?
Details only you know, such as references, names and locations. We never guess these. They appear as highlighted [TO CONFIRM] placeholders, and the form opens with a list of every one. Results, readings, dates and signatures are left blank for completion at the time.
Can I edit the document?
Yes. Both options are Word documents you can edit freely.
Do I still need to review it?
Yes. A competent person must check every document against the actual site and works before it is used. ClarusDocs gives you a complete first draft, not a substitute for that check.

Related documents

Browse all documents →