Safety & Compliance · SOP

Ergonomic Risk Factor Identification Checklist

Use this standardized checklist to identify and document ergonomic risk factors (force, repetition, posture, contact stress, vibration, and temperature) for any task or workstation. The goal is to reduce musculoskeletal injuries through systematic observation and data collection.

Estimated Time
30 min
Difficulty
Intermediate
Regulation
CSA Z1004-12
Version
1.0
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Purpose

To provide a consistent, repeatable method for identifying ergonomic risk factors across all workstations, tasks, and job roles. This checklist enables safety coordinators to detect early warning signs of musculoskeletal injury (MSI) and to prioritize controls using objective, documented evidence.

Scope

This SOP covers manual material handling, assembly lines, packaging stations, machine operation, and any task involving prolonged sitting/standing, repetitive motion, or use of hand tools. It applies to all production, maintenance, and warehouse roles within industrial operations.

Safety Precautions
  • OBObserve from a safe distance; never interfere with the worker’s movement or reach. Stand outside the operator’s work zone to avoid distraction or contact with moving machinery.
  • PPEWear required site PPE (hard hat, safety glasses, steel‑toed boots, high‑vis vest) while conducting observations in production areas.
  • STOPIf you observe an immediate risk of injury (e.g., unstable load, pinch point), stop the task and report it to the supervisor before continuing the assessment.
  • VIBDo not ask workers to perform tasks faster or in an unsafe manner for the purpose of observation. Document only existing conditions.
Required Tools & Materials
  • ERFIC (Ergonomic Risk Factor Identification Checklist) – printed or digital form
  • Camera or smartphone for photo/video documentation
  • Tape measure (metric)
  • Force gauge (optional – for measuring push/pull forces)
  • Stopwatch or timer for cycle‑time recording
  • Pen/pencil and clipboard (if using paper form)
  • Work surface height gauge (optional)

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Procedure: Step-by-Step
1 Select observation area and task. Choose a specific workstation, job rotation, or task that has a history of soft‑tissue injuries or that involves known risk factors (repetitive motion, heavy lifting, awkward postures, vibration).
2 Observe at least three complete work cycles. Stand at a position that gives you a full view of the worker’s movements without interference. Note the start and end of each cycle, and record cycle time using the stopwatch.
3 Systematically assess each risk factor on the checklist. Work through the six categories: Force, Repetition, Posture, Contact Stress, Vibration, and Cold/Heat. For each sub‑item, mark Yes, No, or N/A and record a brief note describing the condition (e.g., “wrist bent >20° during palletizing”).
4 Take measurements and visual evidence. Use the tape measure to record reach distances, work surface heights, and object sizes. Photograph or video‑record specific awkward postures (with worker permission). Note the weight of hand‑held tools or loads.
5 Rate the risk level for each factor. Using the ERFIC rating guide (provided separately), assign a risk level: Low (acceptable), Medium (needs improvement), or High (immediate intervention required). Combine observations and measurements to support the rating.
6 Complete the report and communicate findings. Fill in the observer name, date, time, and task description. Check for completeness. Hand the report to the area supervisor and enter the data into SafeDesk (or your safety management system). Flag any High‑risk items for immediate action.

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