SOP Templates > HVAC > Safety > OSHA/Regulatory Safety Audits

OSHA/Regulatory Safety Audits for HVAC

The OSHA/Regulatory Safety Audits workflow supports HVAC contractors by providing structured oversight of compliance. It includes reviewing PPE, ladder safety, refrigerant handling, lockout/tagout procedures, and training documentation. Supervisors perform scheduled audits, record findings, and enforce corrective measures. Teams discuss results in toolbox talks to prevent repeat issues. By following this workflow, HVAC companies reduce risks, avoid fines, and protect margins. Clients benefit from confidence in safe, professional crews. With this workflow in place, HVAC contractors can strengthen credibility, improve efficiency, and deliver projects more reliably with compliance built into operations.

Assign a designated safety lead to handle audits and inspections

Keep safety documentation organized and up to date (JHAs, logs, training records)

Maintain a clean, compliant, and hazard-free jobsite at all times

Train crew to follow safety procedures and understand audit expectations

Greet auditor professionally and notify site supervisor immediately

Verify auditor credentials and reason for visit

Accompany auditor during the site walkthrough

Answer questions honestly but avoid volunteering extra information

Take notes and mirror any photos taken by the inspector

Provide requested documents promptly and accurately

Correct any minor issues immediately if possible

Review findings with auditor before they leave

Receive and review formal audit report or citation (if issued)

Create and implement a corrective action plan for any violations

File audit results and corrective actions in safety records

Hold a team meeting to review outcomes and reinforce compliance

Assign a designated safety lead to handle audits and inspections

Keep safety documentation organized and up to date (JHAs, logs, training records)

Maintain a clean, compliant, and hazard-free jobsite at all times

Train crew to follow safety procedures and understand audit expectations

Greet auditor professionally and notify site supervisor immediately

Verify auditor credentials and reason for visit

Accompany auditor during the site walkthrough

Answer questions honestly but avoid volunteering extra information

Take notes and mirror any photos taken by the inspector

Provide requested documents promptly and accurately

Correct any minor issues immediately if possible

Review findings with auditor before they leave

Receive and review formal audit report or citation (if issued)

Create and implement a corrective action plan for any violations

File audit results and corrective actions in safety records

Hold a team meeting to review outcomes and reinforce compliance