Loading and unloading risk assessment: that fits your site
Tick how loads come off the vehicle and what the site is like: the hazards and controls follow. Plus a driver briefing page — who was told what, and who signed.
What the loading and unloading risk assessment template does
Rows from what you tick
Four hazards come with every delivery and are always printed. The others appear only when you tick what brings them: a lorry-mounted crane, a tipper, a public footway, overhead lines.
Controls ticked, not imposed
Each hazard arrives with the usual controls ticked. Untick what you do not do, add what you do: the page prints what you leave.
A briefing each driver signs
The last page is the driver briefing: one line per driver, per visit — vehicle, who briefed them, and their signature.
Generate your loading and unloading risk assessment
Fill in what you know and leave the rest blank: it prints as a line to complete by hand. The document is produced in your browser, with the driver briefing as its last page.
What a loading and unloading risk assessment covers
Fourteen rows in the template, from the vehicle reversing in to the gas cylinder coming off the back. Four are printed on every assessment; the others wait for you to tick them.
Vehicles moving and reversing
The hazard that defines a delivery yard. Drivers report before entering, keep to the agreed route and the speed limit, and reverse only under the direction of a trained banksman — or use the turning area, where the layout allows.
A vehicle that moves while it is unloaded
Engine off, parking brake on, keys out of the ignition before anyone touches the load; wheels chocked on a slope; the driver out of the cab and waiting in the agreed safe place.
Loads that shifted on the road
A load can move in transit and fall the moment a curtain or a strap is released. It is checked first, an exclusion zone is kept round the vehicle, and nobody stands under a raised load.
Falls from the load bed
Strapping, sheeting and unloading put people on the back of the vehicle. Straps and sheets are handled from the ground where possible, nobody climbs on the load, and steps replace jumping down.
Forklifts, cranes, tail lifts and tippers
Each way of getting the load off adds its own row: trained operators and the driver kept clear of the machine; outriggers on spreader mats and a slinger/signaller for a lorry-mounted crane; nobody beside a tail lift or behind a tipper.
The site around the vehicle
Overhead power lines, a public footway to cross, soft or sloping ground, deliveries in the dark, gas cylinders and fuel. None is assumed: each is a box you tick, and only then does its row appear.
The assessment is in the office. The driver is at the gate.
A good assessment changes nothing if the person behind the wheel never hears it. That is where paper runs out.
It is never the same driver
The assessment was agreed with the haulier months ago. The person reversing into your site this morning is on their first run here, and nobody has told them where to stop.
Briefed by whoever is nearest
On a busy morning the briefing is a pointed finger from whoever is closest to the gate. Nothing records that it happened, or what was said.
The site moves, the paper does not
The access moves to the other side, a crane arrives, the laydown area shifts. The assessment in the folder still describes last month’s site.
The same briefing,
Put your delivery rules behind a QR code at the gate or the unloading point. Each driver scans it, reads them on their own phone, and signs on the screen.
Time-stamped on our side
Each line carries the time of the scan, not a time written in a box: the driver’s name, their company if they give it, and their signature. One line per driver, per visit, kept in order and exportable in full.
Nothing to install, nobody to chase
No app and no account for the driver. Nobody has to hold the sheet at the gate either: the briefing waits on the code, for the six o’clock delivery as for the four o’clock one.
Our site induction code, loaded with your delivery rules
Write what a driver needs to know — the route, where to stop and where to wait, who drives the forklift, who to call — as the rules of the code, in place of the site rules. If you want the driver at the gate when they sign, turn on the location check; a backup PIN covers the corner of the yard where GPS does not reach.
It records that a named driver confirmed they read your rules, and when. The name is whatever they type: the signature is what ties them to the line. It is a record of a briefing, not a permission to unload, and not a compliance document.
Free plan available — no credit card
What this template is not
Not your traffic management plan. It covers the delivery, from the vehicle reaching your gate to it leaving. How every vehicle and every pedestrian moves around the whole site is the job of the traffic management plan: this assessment sits inside it, it does not replace it.
Not the record of what arrived. Quantities, condition on arrival and who signed for the goods are noted after unloading, on a goods received note. This page is what is agreed before.
Not a site induction. People who come to work on the site get the full site induction. A driver who leaves within the hour gets the briefing that concerns the delivery — and signs for that.
Loading and unloading — frequently asked questions
What is a loading and unloading risk assessment?
What should a loading and unloading risk assessment include?
Who should carry it out — the site or the haulier?
Are there rules for loading and unloading?
Does this template make us compliant?
Why doesn’t the template score the risk?
Who signs the driver briefing, and how often?
What does the QR code briefing cost?
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Everything else on site
Free templates you can print today, and the QR code version for the day paper stops being enough.
Hot work permit
The free template to fill in and print — and the QR code version signed on site.
Site sign-in
A printable sign-in sheet, plus the geofenced QR code check-in.
Site log sheet
Cleaning rounds, security checks, readings — printed or QR.
RAMS sign-off
Who was briefed, on which revision, and what they asked — printed or QR.
Site induction
The site rules read and acknowledged at the gate — printed or QR.
Loading and unloading
The risk assessment for site deliveries, and a briefing each driver signs — printed or QR.
Goods received note
Quantities, condition and two signatures on delivery — printed or QR.
Equipment maintenance log
Make, serial number, warranty and service history — printed, or stuck on the machine as a QR.
Concrete calculator
How much to order, in cubic metres or cubic yards, with quantities.
Superseded drawings
One code per door, always opening the current revision — nothing left to take down from the wall.
Site safety documents
Method statements and permits reachable where the work actually happens.
QR code types
What each type does on site, and which paper it replaces.
Where codes go
Gate, hoarding, welfare unit, risers — place by place, with a free sign.
Going paperless
What is worth taking off paper on a small site, and what is not.
Environmental records
Skip tickets, segregation instructions and product data, kept at the compound.
Digital business card
Six site templates and your photo — customers save you in one scan.
Ready to get started?
Your first QR code takes about two minutes