ISO 45001:2018 (OH&S)

Awareness Training

CITY GOVERNMENT OF BIÑAN, LAGUNA

Date of Training: May 2, 2023

C opyright of Macro Vision C onsultancy. All rights reserved. No part of this document may be reproduced, stored in
a retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
Macro Vision Consultancy OH&S AWARENESS TRAINING

Awareness Training
OCCUPATIONAL HEALTH & SAFETY

Training Objectives
 To be able to provide participants with the basic
knowledge on the requirements of ISO 45001:2018.
 To provide guidance on the migration process from
OHSAS 18001:2007 to ISO 45001:2018 and ensure
the smooth transition.
 To help the participants in understanding the
application of the OHS standard and be able to
integrate requirements to the business process of
their organization.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
1
Macro Vision Consultancy OH&S AWARENESS TRAINING

Introduction
ISO 45001:2018

Released: March 12, 2018

Supersedes: OHSAS 18001:2007

Timeline
Second Draft
Publication of Publication of ISO
accepted for
Draft (DIS) 45001
ballot (DIS 2)

Nov. Feb. May July Nov. Mar. Mar.

2019 2020
2013 2016 2016 2017 2017 2018 2021

End of Transition
Period

Preparation
Publication of
Phase (Working Rejection of DIS
FDIS
Draft)

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
2
Macro Vision Consultancy OH&S AWARENESS TRAINING

Terms and Definitions

ISO 45001

Terms and Definitions

 OHS – Occupational Health & Safety

 OHS MS (Occupational Health & Safety
Management System) – a management system or
part of a management system used to achieve the
OH&S Policy.
 OHS Performance - performance related to the
effectiveness of the prevention of injury and ill
health to workers and the provision of safe and
healthy workplaces.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
3
Macro Vision Consultancy OH&S AWARENESS TRAINING

Terms and Definitions

 Interested Party (preferred term) / Stakeholder

(admitted term) – person or organization that can
affect, be affected by, or perceive itself to be
affected by a decision or activity.
 Workplace – place under the control of the
organization where a person needs to be or to go
for work purposes.

Terms and Definitions

 Worker – person performing work or work-related

activities that are under the control of the organization.
• Note 1 - Persons perform work or work-related activities
under various arrangements, paid or unpaid, such as
regularly or temporarily, intermittently or seasonally,
casually or on a part-time basis.
• Note 2 - Workers include top management, managerial
and non-managerial persons.
• Note 3 - …may include workers employed by the
organization or workers of external providers…

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
4
Macro Vision Consultancy OH&S AWARENESS TRAINING

Terms and Definitions

 Contractor – external organization providing

services to the organization in accordance with
agreed specifications, terms and conditions.
 Outsource (verb) - make an arrangement where
an external organization performs part of an
organization’s function or process

Terms and Definitions

 Hazard – source with a potential to cause injury and ill

health.
 Risk – effect of uncertainty.
• Note 1 – An effect is a deviation from the expected –
positive or negative
• Note 2 - Uncertainty is the state, even partial, of
deficiency of information related to, understanding or
knowledge of, an event, its consequence, or likelihood.
• Note 3 - Risk is often characterized by reference to
potential “events” and “consequences” or a
combination of these.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
5
Macro Vision Consultancy OH&S AWARENESS TRAINING

Terms and Definitions

 OH&S Risk - combination of the likelihood of

occurrence of a work-related hazardous event(s)
or exposure(s) and the severity of injury and ill
health that can be caused by the event(s) or
exposure(s).
 OH&S Opportunities - circumstance or set of
circumstances that can lead to improvement of
OH&S performance

Terms and Definitions

 Incident - occurrence arising out of, or in the course of,

work that could or does result in injury and ill health.
• Note 1 - An incident where injury and ill health occurs is
sometimes referred to as an “accident”.
• Note 2 - An incident where no injury and ill health occurs, but
has the potential to do so, may be referred to as a “near-
miss”, “near-hit” or “close call”.
• Note 3 - Although there can be one or more nonconformities
related to an incident, an incident can also occur where there
is no nonconformity.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
6
Macro Vision Consultancy OH&S AWARENESS TRAINING

Terms and Definitions

 Injury and Ill Health - adverse effect on the

physical, mental or cognitive condition of a person.
• Note 1 - These adverse effects include occupational disease,
illness and death.
• Note 2 - The term “injury and ill health” implies the presence of
injury or ill health, either on their own or in combination.
 Objective – result to be achieved
 OH&S Objective - objective set by the organization
to achieve specific results consistent with the OH&S
policy

Scope 1 Scope

Reference Publications 2 Normative References

Terms and Definitions 3 Terms and Definitions

OH&S System Requirements 4 Context of the Organization

5 Leadership and Worker Participation

6 Planning

7 Support

8 Operation

9 Performance Evaluation

10 Improvement

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
7
Macro Vision Consultancy OH&S AWARENESS TRAINING

1 Scope

2 Normative References

3 Terms and Definitions

HIGH LEVEL
4 Context of the Organization STRUCTURE BASED
ON ANNEX SL.
5 Leadership and Worker Participation
SAME STRUCTURE FOR
6 Planning ALL MANAGEMENT
SYSTEM STANDARDS
7 Support (MSS) – ISO 9001:2015,
ISO 14001:2015 etc.
8 Operation

9 Performance Evaluation

10 Improvement

Framework of the OH&S MS

Needs & Expectations of Workers &
Internal & External Issues Context of the Organization
other Interested Parties

Planning

Leadership
A Improvement & Worker Support &
Operation D
Participation

Performance
Evaluation

C
Intended Outcomes of the
OHSMS

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
8
Macro Vision Consultancy OH&S AWARENESS TRAINING

Compliance Framework

Compliance
Framework

BP
Legal Standards
(Best Practices)

OH&S Management System

Requirements

ISO 45001:2018

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
9
Macro Vision Consultancy OH&S AWARENESS TRAINING

4.0 Context of the Organization

4.1 Understanding the Organization and its Context

 The organization shall determine external and internal

issues that are relevant to its purpose and that affect
its ability to achieve the intended outcome(s) of its
OH&S management system.

4.0 Context of the Organization

4.2 Understanding the Needs and Expectations of Workers
and other Interested Parties
 The organization shall determine:
a) The other interested parties, in addition to workers, that
are relevant to the OH&S MS.
b) The relevant needs and expectations (i.e.
requirements)
c) Which of these needs and expectations are, or could
become, legal and other requirements.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
10
Macro Vision Consultancy OH&S AWARENESS TRAINING

4.0 Context of the Organization

4.3 Determining the Scope of OH&S MS
 The organization shall determine the boundaries and
applicability of the OH&S MS to establish its scope.
 When establishing the scope:
a) Consider the external and internal issues (4.1)
b) Take into account requirements referred to in 4.2
c) Take into account planned or performed work-related
activities.
 …include the activities, products and services within the
organization’s control or influence…
 Scope shall be available as a documented information.

4.0 Context of the Organization

4.4 OH&S Management System

 The organization shall

• Establish;
• Implement;
• Maintain; and
• Continually improve the effectiveness of its OH&S MS
including the processes needed and their interactions…

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
11
Macro Vision Consultancy OH&S AWARENESS TRAINING

5.0 Leadership and Worker Participation

5.1 Leadership and Commitment

 The top management shall demonstrate leadership and

commitment with respect to the OH&S MS by:
a) Taking overall responsibility and accountability for the
prevention of work-related injury and ill health, as well as
the provision of safe and healthy workplaces and activities;
b) Ensuring that the OH&S Policy and relevant OH&S
Objectives are established;
c) ensuring the integration of the OH&S management system
requirements into the organization’s business processes;
d) Ensuring resources are available;

5.0 Leadership and Worker Participation

5.1 Leadership and Commitment (con’t.)

e) communicating the importance of effective OH&S

management and of conforming to the OH&S
management system requirements;
f) ensuring that the OH&S management system achieves
its intended outcome(s);
g) directing and supporting persons to contribute to the
effectiveness of the OH&S management system;
h) ensuring and promoting continual improvement;

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
12
Macro Vision Consultancy OH&S AWARENESS TRAINING

5.0 Leadership and Worker Participation

5.1 Leadership and Commitment (con’t.)
i) supporting other relevant management roles to
demonstrate their leadership as it applies to their areas of
responsibility;
j) developing, leading and promoting a culture in the
organization that supports the intended outcomes of the
OH&S management system;
k) protecting workers from reprisals when reporting incidents,
hazards, risks and opportunities;
l) ensuring the organization establishes and implements a
process(es) for consultation and participation of workers
m) supporting the establishment and functioning of health and
safety committees

5.0 Leadership and Worker Participation

5.2 OH&S Policy

 The top management shall establish, implement and

maintain an OH&S Policy that:
• Includes the following commitments:
• a) provide safe and healthy working conditions
• c) fulfill legal and other requirements
• d) eliminate hazards and reduce OH&S risks
• e) continual improvement of OH&S MS
• f) consultation and participation of workers / workers
representatives
• b) Provides a framework in setting OH&S Objectives

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
13
Macro Vision Consultancy OH&S AWARENESS TRAINING

5.0 Leadership and Worker Participation

5.2 OH&S Policy

 The OH&S Policy shall

• be available as a documented
information
• be communicated within the
organization
• be available to interested parties, as
appropriate
• be relevant and appropriate

5.0 Leadership and Worker Participation

5.3 Organizational Roles, Responsibilities and
Authorities
 The top management shall ensure that the
responsibilities and authorities for relevant roles within
the OH&S management system are:
• Assigned
• communicated at all levels within the organization;
• and maintained as documented information.
 Workers at each level of the organization shall assume
responsibility for those aspects of the OH&S
management system over which they have control.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
14
Macro Vision Consultancy OH&S AWARENESS TRAINING

OH&S MS Management Committee

Top Management

OH&S Leader

Internal Auditors DCC

Medical Team Safety Office

Chemical Infectious
Emergency Health & Safety
Workers Management Waste
First Aider Nurse Response Committee
Representative Committee Management
Team
Committee

Category of Safety Officers

Minimum OSH
Category Prescribed Training on OSH
Experience

• Mandatory 8-hour OSH Orientation; AND -

SO1 • Two (2) hours Trainer’s Training

SO2 • Mandatory 40-hour OSH training applicable to the industry -

• Mandatory 40-hour OSH training applicable to the industry At least 2 year

• Additional 48 hours of advanced/specialized OSH training experience in
SO3
• Other requirements as prescribed by OSH standard OSH

• Mandatory 40-hour OSH training applicable to the industry Actual

• Additional 80 hours of advanced/specialized OSH training experience as
SO4 • An aggregate of 320 hours of OSH training SO3 for at least 4
• Other requirements as prescribed by OSH standard years

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
15
Macro Vision Consultancy OH&S AWARENESS TRAINING

SO Requirement for
Hazardous Work Place

5.0 Leadership and Worker Participation

5.4 Consultation and Participation of Workers

 The organization shall establish, implement and

maintain a process(es) for consultation and
participation of workers at all applicable levels and
functions…
 The Organization shall
• provide mechanisms, time, training and resources
• provide timely access to clear, understandable and relevant
information about the OH&S MS.
• determine and remove obstacles or barriers

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
16
Macro Vision Consultancy OH&S AWARENESS TRAINING

5.0 Leadership and Worker Participation

5.4 Consultation and Participation of Workers (Con’t)
 The Organization shall emphasize the consultation of non-managerial workers:
• determining the needs and expectations of interested parties (see 4.2);
• establishing the OH&S policy (see 5.2);
• assigning organizational roles, responsibilities and authorities, as applicable (see 5.3);
• determining how to fulfil legal requirements and other requirements (see 6.1.3);
• establishing OH&S objectives and planning to achieve them (see 6.2);
• determining applicable controls for outsourcing, procurement and contractors (see
8.1.4);
• determining what needs to be monitored, measured and evaluated (see 9.1);
• planning, establishing, implementing and maintaining an audit programme(s) (see
9.2.2);
• ensuring continual improvement (see 10.3);

5.0 Leadership and Worker Participation

5.4 Consultation and Participation of Workers (Con’t)
 The Organization shall emphasize the participation of non-managerial
workers:
• determining the mechanisms for their consultation and participation;
• identifying hazards and assessing risks and opportunities (see 6.1.1 and 6.1.2);
• determining actions to eliminate hazards and reduce OH&S risks (see 6.1.4);
• determining competence requirements, training needs, training and evaluating
training (see 7.2);
• determining what needs to be communicated and how this will be done (see
7.4);
• determining control measures and their effective implementation and use (see
8.1, 8.1.3 and 8.2);
• investigating incidents and nonconformities and determining corrective actions
(see 10.2).

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
17
Macro Vision Consultancy OH&S AWARENESS TRAINING

6.0 Planning
6.1 Actions to Address Risks and Opportunities
 6.1.1 General – When planning for the OH&S MS, the
organization shall consider:
 Issues referred to in 4.1 (context)
 Requirements referred to in 4.2 (interested parties)
 Scope of its OH&S MS (4.3)
 …take into account
 Hazards (6.1.2.1)
 OH&S Risks and other Risks (6.1.2.2)
 OH&S Opportunities and other Opportunities (6.1.2.3)
 Legal and other requirements (6.1.3)

6.0 Planning
6.1.2 Hazard Identification and Assessment of Risks and
Opportunities
 6.1.2.1 Hazard Identification – The organization shall
establish, implement and maintain a process(es) for
hazard identification that is ongoing and proactive.
 Take into account:
 How work is organized, social factors
 Workload
 Working Hours
 Victimization
 Harassment and bullying
 Leadership and culture

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
18
Macro Vision Consultancy OH&S AWARENESS TRAINING

6.0 Planning
6.1.2 Hazard Identification and Assessment of Risks and
Opportunities
 6.1.2.1 Hazard Identification (con’t.)
 Take into account:
 Routine and non-routine activities
 Past relevant incidents (internal/external), emergencies and their causes
 Potential emergency situation
 People (those with access to the workplace – visitors, contractors etc., those
within the vicinity, workers within the location not under direct control of the org.)
 Other issues (e.g. design of work areas, processes, installations, situations
occurring in the workplace – whether controlled or not controlled by the
organization)
 Changes (actual/proposed) including changes in the knowledge of hazards

Hazard Identification
Hit by falling Tripping
Struck by… Ergonomics
object Hazard

Fall to Working at
Below heights

Exposure to Slippery
Wet Floor floor

Fall on the
Electrocution
Exposure to Chemical same level
Sharp Objects Exposure

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
19
Macro Vision Consultancy OH&S AWARENESS TRAINING

6.0 Planning
6.1.2 Hazard Identification and Assessment of Risks and
Opportunities
 6.1.2.2 Assessment of OH&S Risks and other Risks of the OH&S MS
 The organization shall establish, implement and maintain a process(es) to
assess:
 OH&S Risks; and
 Other Risks
 6.1.2.3 Assessment of OH&S Opportunities and other Opportunities of
the OH&S MS
 The organization shall establish, implement and maintain a process(es) to
assess
 OH&S Opportunities; and
 Other Opportunities

Determining Significant Hazards

 Probability of Occurrence
 1- Unlikely, may not occur (possible once every ten years)
 2- Seldom, unlikely but possible to occur (Once a year)
 3- Occasional, likely to occur sometimes (Once a month)
 4- Likely, will occur several times (Once a week)
 5- Frequently, likely to occur frequently (Occurs on a daily basis)
 Severity
 1- Negligible
 2- Tolerable Risk/Acceptable Risk
 3- Results to temporary/partial disability
 4- Results to permanent disability
 5- Results to death or fatal consequences
 A Hazard is Significant if it satisfies any of the following:
 If the overall rating is greater than or equal to 12.
 If the hazard/activity has an associated legal requirement and has a severity
of 4 or 5 regardless of the overall rating.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
20
Macro Vision Consultancy OH&S AWARENESS TRAINING

Sample Assessment

6.0 Planning
6.1 Actions to Address Risks and Opportunities
 6.1.3 Determination of Legal and other Requirements
 The organization shall establish, implement and maintain a process(es) to:
a) Determine and have access to up-to-date legal requirements and other
requirements…;
b) Determine how these legal and other requirements apply to the organization
and what needs to be communicated;
c) Take these legal and other requirements into account when establishing,
implementing, maintaining and continually improving its OH&S MS.
 The organization shall maintain and retain documented information on its
legal requirements and other requirements and shall ensure that it is
updated to reflect any changes.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
21
Macro Vision Consultancy OH&S AWARENESS TRAINING

6.0 Planning
6.1 Actions to Address Risks and Opportunities
 6.1.4 Planning Action
 The organization shall plan:
 Actions to:
 Address Risks and Opportunities
 Address Legal and other Requirements
 Prepare for and respond to emergency situations
 How to:
 Integrate and implement actions into its OH&S MS processes or other
business processes
 Evaluate the effectiveness of these actions

6.0 Planning
6.2 OH&S Objectives and Planning to Achieve Them
 6.2.1 OH&S Objectives
 The organization shall establish OH&S objectives at relevant functions and
levels in order to maintain and continually improve the OH&S
management system and OH&S performance (see 10.3).
 The OH&S Objectives shall:
 Be consistent with the OH&S Policy
 Be measurable (if practicable) or capable of performance evaluation
 Take into account
 Applicable requirements
 Risks and opportunities
 Results of consultation

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
22
Macro Vision Consultancy OH&S AWARENESS TRAINING

Criteria in setting OH&S objectives

6.0 Planning
6.2 OH&S Objectives and Planning to Achieve Them
 6.2.2 Planning to Achieve OH&S Objectives
 When planning how to achieve its OH&S Objectives, the
organization shall determine:
 What will be done
 What resources will be required
 Who will be responsible
 When it will be completed
 How the results will be evaluated, including indicators for monitoring
 How the actions to achieve OH&S Objectives will be integrated into
the organization’s business processes.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
23
Macro Vision Consultancy OH&S AWARENESS TRAINING

OH&S Objectives shall be

• Monitored;
• Communicated;
• Updated as appropriate.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
24
Macro Vision Consultancy OH&S AWARENESS TRAINING

7.0 Support
7.1 Resources
 The organization shall determine and
provide the resources needed for the
establishment, implementation,
maintenance and continual improvement of
the OH&S management system.

7.0 Support
7.2 Competence
 The organization shall
a) Determine necessary competence of workers that affects or
can affect its OH&S Performance;
b) Ensure that workers are competent (including ability to identify
hazards) on the basis of appropriate education, training or
experience;
c) where applicable, take actions to acquire and maintain the
necessary competence, and evaluate the effectiveness of the
actions taken;
d) retain appropriate documented information as evidence of
competence.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
25
Macro Vision Consultancy OH&S AWARENESS TRAINING

7.0 Support
7.3 Awareness
 Workers shall be aware of
a) The OH&S Policy and OH&S Objectives;
b) Their contribution to the effectiveness of the OH&S MS…;
c) The implications and potential consequences of not conforming
to the OH&S MS requirements;
d) Incidents and the outcomes of investigations that are relevant to
them;
e) Hazards, OH&S Risks and actions determined that are relevant to
them;
f) the ability to remove themselves from work situations that they
consider present an imminent and serious danger to their life or
health, as well as the arrangements for protecting them from
undue consequences for doing so.

7.0 Support
7.4 Communication
 7.4.1 General
 The organization shall establish, implement and maintain the
process(es) needed for the internal and external communications
relevant to the OH&S management system, including determining:
a) What it will communicate
b) When to communicate
c) With whom to communicate
1. Internally among the various levels and functions of the organization
2. Among contractors and visitors to the workplace
3. Among other interested parties
d) How to communicate

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
26
Macro Vision Consultancy OH&S AWARENESS TRAINING

7.0 Support
7.4 Communication
 7.4.1 General (cont.)
 The organization shall take into account diversity aspects (e.g.
gender, language, culture, literacy, disability) when considering
its communication needs.
 The organization shall ensure that the views of external
interested parties are considered in establishing its
communication process(es).
 7.4.2 Internal Communication
 7.4.3 External Communication

7.0 Support
7.5 Documented Information
 7.5.1 General
 The organization’s OH&S MS shall include:
a) documented information required by this International
Standard;
b) documented information determined by the organization
as being necessary for the effectiveness of the OH&S MS.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
27
Macro Vision Consultancy OH&S AWARENESS TRAINING

7.0 Support
7.5 Documented Information
 7.5.2 Creating and Updating
When creating and updating documented information, the
organization shall ensure appropriate:
a) identificationand description (e.g. a title, date, author, or
reference number);
b) format (e.g. language, software version, graphics) and
media (e.g. paper, electronic);
c) review and approval for suitability and adequacy.

Sample Matrix
FORMAT MEDIA
DOCUMENT Paper or
Language Software Ver. Graphics
Electronic
MS Office
OH&S Policy English n/a Paper
(any version)
MS Word Use Standard
OH&S Manual English Paper
(any version) Template
MS Word Use Standard
Procedures English Paper
(2010 or latest) Template
MS Excel
Work Instruction English, Tagalog Picture Paper
(2010 or latest)
Paper and/or
SDS English PDF n/a
Electronic

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
28
Macro Vision Consultancy OH&S AWARENESS TRAINING

7.0 Support
7.5 Documented Information
 7.5.3 Control of Documented Information

Documented information required by the OH&S MS and by

this International Standard shall be controlled to ensure:
a) it is available and suitable for use, where and when it is
needed;
b) it is adequately protected (e.g. from loss of confidentiality,
improper use, or loss of integrity).

7.0 Support
7.5 Documented Information
 7.5.3 Control of Documented Information (cont.)
For the control of documented information, the organization shall
address the following activities, as applicable:
a) distribution, access, retrieval and use;
b) storage and preservation, including preservation of legibility;
c) control of changes (e.g. version control);
d) retention and disposition.
Documented information of external origin determined by the
organization to be necessary for the planning and operation of
the OH&S MS shall be identified as appropriate, and be
controlled.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
29
Macro Vision Consultancy OH&S AWARENESS TRAINING

8.0 Operation
8.1 Operational Planning and Control
 8.1.1 General
The organization shall plan, implement, control and maintain the processes
needed to meet requirements of the OH&S management system, and to
implement the actions determined in Clause 6, by:
a) establishing criteria for the processes;
b) implementing control of the processes in accordance with the criteria;
c) maintaining and retaining documented information to the extent
necessary to have confidence that the processes have been carried out
as planned;
d) adapting work to workers.
At multi-employer workplaces, the organization shall coordinate the relevant
parts of the OH&S management system with the other organizations.

8.0 Operation
8.1 Operational Planning and Control
 8.1.2 Eliminating Hazards and Reducing OH&S Risks

Hierarchy of Controls:
a) Eliminate the hazards
b) Substitute with less hazardous processes, operations, materials
or equipment
c) Use of Engineering controls and reorganization of work
d) Use of Administrative controls, including training
e) Use of adequate PPE

 NOTE: In many countries, legal requirements and other requirements include the
requirement that personal protective equipment (PPE) is provided at no cost to workers.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
30
Macro Vision Consultancy OH&S AWARENESS TRAINING

8.0 Operation
8.1 Operational Planning and Control
 8.1.3 Management of Change
 The organization shall establish a process(es) for the
implementation and control of planned temporary and
permanent changes that impact OH&S performance, including:
 New/changed products, services and processes including
 Workplace locations and surroundings
 Work organization
 Work conditions
 Equipment

 Workforce

8.0 Operation
8.1 Operational Planning and Control
 8.1.3 Management of Change (cont.)
 The organization shall establish a process(es) for the
implementation and control of planned temporary and
permanent changes that impact OH&S performance,
including:
 Changes to legal and other requirements
 Changes in knowledge or information about hazards and
OH&S risks
 Development in knowledge and technology

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
31
Macro Vision Consultancy OH&S AWARENESS TRAINING

8.0 Operation
8.1 Operational Planning and Control
 8.1.4 Procurement

 8.1.4.1 General - The organization shall establish,

implement and maintain a process(es) to control
the procurement of products and services in order
to ensure their conformity to its OH&S management
system.

8.0 Operation
8.1 Operational Planning and Control
 8.1.4 Procurement
 8.1.4.2 Contractors - The organization shall coordinate its procurement
process(es) with its contractors, in order to identify hazards and to assess
and control the OH&S risks arising from:
a) the contractors’ activities and operations that impact the organization;
b) the organization’s activities and operations that impact the
contractors’ workers;
c) the contractors’ activities and operations that impact other interested
parties in the workplace.
 The organization shall ensure that the requirements of its OH&S
management system are met by contractors and their workers.
 The organization’s procurement process(es) shall define and apply
occupational health and safety criteria for the selection of contractors.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
32
Macro Vision Consultancy OH&S AWARENESS TRAINING

8.0 Operation
8.1 Operational Planning and Control
 8.1.4 Procurement
 8.1.4.3Outsourcing - The organization shall ensure that
outsourced functions and processes are controlled.
 The organization shall ensure that its outsourcing
arrangements are consistent with legal requirements
and other requirements and with achieving the
intended outcomes of the OH&S management system.
 The type and degree of control to be applied to these
functions and processes shall be defined within the
OH&S management system.

8.0 Operation
8.2 Emergency Preparedness and Response
 The organization shall establish, implement and maintain a process(es) needed to
prepare for and respond to potential emergency situations, as identified in 6.1.2.1,
including:
 establishing a planned response to emergency situations, including the provision of
first aid;
 providing training for the planned response;
 periodically testing and exercising the planned response capability;
 evaluating performance and, as necessary, revising the planned response, including
after testing and, in particular, after the occurrence of emergency situations;
 communicating and providing relevant information to all workers on their duties and
responsibilities;
 communicating relevant information to contractors, visitors, emergency response
services, government authorities and, as appropriate, the local community;
 taking into account the needs and capabilities of all relevant interested parties and
ensuring their involvement, as appropriate, in the development of the planned
response.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
33
Macro Vision Consultancy OH&S AWARENESS TRAINING

9.0 Performance Evaluation

9.1 Monitoring, Measurement, Analysis and Performance Evaluation
 9.1.1 General
The organization shall determine:
a) What needs to be monitored and measured
b) The methods of monitoring, measurement, analysis and
performance evaluation…
c) The criteria against which the organization will evaluate its OH&S
performance
d) When monitoring and measuring shall be performed
e) When the results of monitoring and measurement shall be analysed,
evaluated and communicated.

9.0 Performance Evaluation

9.1 Monitoring, Measurement, Analysis and Performance Evaluation
 9.1.2 Evaluation of Compliance
The organization shall:
a) Determine the frequency and the method(s) for the evaluation of
compliance
b) Evaluate compliance and take action if needed
c) Maintain knowledge and understanding of its compliance status…
d) Retain documented information of the compliance evaluation
result(s).

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
34
Macro Vision Consultancy OH&S AWARENESS TRAINING

9.0 Performance Evaluation

9.2 Internal Audit
 9.2.1 General
The organization shall conduct internal audits at planned
intervals to provide information on whether the OHS MS:
a) Conforms to:
1) The organization’s own OH&S MS…
2) The requirements of this document
b) Is effectively implemented and maintained

9.0 Performance Evaluation

9.2 Internal Audit
 9.2.2 Internal Audit Programme
The organization shall :
a) Plan, establish, implement and maintain an audit programme…
b) Determine the audit criteria and scope for each audit
c) Select auditors and conduct audits to ensure objectivity and the
impartiality of the audit process
d) Ensure results are reported to:
1) Relevant managers
2) Workers including worker representatives
3) Interested Parties
e) Take actions to address nonconformities and continually improve OH&S
Performance
f) Retain documented information

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
35
Macro Vision Consultancy OH&S AWARENESS TRAINING

9.0 Performance Evaluation

9.3 Management Review
 Management review shall include consideration of:
a) Status of actions from previous management review
b) Changes in external and internal issues that are relevant to the OH&S
MS including:
1) The needs and expectations of interested parties
2) Legal and other requirements
3) Risks and opportunities
c) The extent to which the OH&S policy and OH&S objectives have
been met

9.0 Performance Evaluation

9.3 Management Review (con’t.)
 Management review shall include consideration of:
d) Information on the OH&S performance, including trends in:
1) Incidents, nonconformities, corrective actions and continual improvements
2) Monitoring and measurement results
3) Results of evaluation of compliance (Legal and other requirements)
4) Audit results
5) Consultation and participation of workers
6) Risks and opportunities
e) Adequacy of resources…
f) Relevant communication with interested parties
g) Opportunities for continual improvement

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
36
Macro Vision Consultancy OH&S AWARENESS TRAINING

9.0 Performance Evaluation

9.3 Management Review (con’t.)
 Outputs of this management review shall include decisions related to:
 the continuing suitability, adequacy and effectiveness of the OH&S
management system in achieving its intended outcomes;
 continual improvement opportunities;
 any need for changes to the OH&S management system;
 resources needed;
 actions, if needed;
 opportunities to improve integration of the OH&S management system
with other business processes;
 any implications for the strategic direction of the organization.
 Communicate relevant outputs to workers / workers’ representatives

10.0 Improvement
10.1 General
 The organization shall
determine opportunities for
improvement (see Clause 9)
and implement necessary
actions to achieve the
intended outcomes of its OH&S
management system.

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
37
Macro Vision Consultancy OH&S AWARENESS TRAINING

10.0 Improvement
10.2 Incident, Nonconformity and Corrective Action
 When an incident or nonconformity occurs, the organization shall:
a) React on a timely manner..
1) Take action to control and correct it;
2) Deal with the consequences
b) Evaluate, with participation of workers & the involvement of
interested parties, the need for corrective action and eliminate the
root cause(s) of the incident or nonconformity, in order that it does
not recur or occur elsewhere, by:
1) Investigating the incident or reviewing the nonconformity
2) Determining cause(s)
3) Determining if similar incidents have occurred, if nonconformities exists
or if they could potentially occur;

10.0 Improvement
10.2 Incident, Nonconformity and Corrective Action (con’t.)
 When an incident or nonconformity occurs, the organization
shall:
c) Review existing assessments of OH&S Risks and other Risks…
d) Determine and implement any action needed, including
corrective action in accordance with hierarchy of controls and
management of change
e) Assess OH&S risks that relate to new or changed hazards
f) Review effectiveness of action taken
g) Make changes on the OH&S MS, if necessary
 Communicate this documented information to workers and
interested parties

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
38
Macro Vision Consultancy OH&S AWARENESS TRAINING

10.0 Improvement
10.3 Continual Improvement
 The organization shall continually improve the suitability,
adequacy and effectiveness of the OH&S MS, by:
a) Enhancing OH&S Performance
b) Promoting a culture that supports an OH&S MS
c) Promoting the participation of workers in implementing
actions for continual improvement of the OH&S MS
d) Communicating the relevant results of the continual
improvement to workers
e) Maintaining and retaining documented information as
evidence of continual improvement.

Visit us at: www.mvconsultancy.info

Copyright of Macro Vision Consultancy.  All rights reserved.  No part of this document may be reproduced, stored in a 
retrieval system, or transmitted, in any form or by any means, electronic, mechanical, photocopying
39