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The security visit

February 15, 2023Tom BasinUpdated on August 4, 2026

It is essential for the company to place great importance on safety. To ensure this safety, it is recommended that the employer schedule a safety visit on a regular basis within the company. These visits are a key tool among the prevention measures to be implemented within the company. They concern a specific department of the company (workshops, sector, etc.) and cover numerous topics such as hygiene, noise, traffic, fire, hazardous materials, etc.

What is a safety visit?

The safety visit is a crucial management practice that aims to achieve several objectives, including:

Infographic presenting the different objectives of a safety visit.

Setting up a "safety visit" program requires the active participation of management, the training of managers to carry out these safety visits, as well as the organization and monitoring of these visits across the entire entity. Here are our 5 top tips for a successful safety visit:

Identify a specific area

Before carrying out your safety visit, make sure to define the area to be visited, taking care to limit the number of stops and to size it appropriately in order to maximize participants' attention and concentration. If the number of stops is too high, consider dividing the visit into two separate stages. To ensure that the duration of the visit is adequate and covers everything you have planned, it is recommended to carry out a trial run beforehand. It is also important to anticipate participants' questions when estimating the time required.

Prepare the questionnaire based on a prevention theme

It is recommended to use a form with pre-established questions during the safety visit. This method helps to limit errors and omissions, and reduces the risk of human factors affecting the quality of your intervention. There are many topics related to the prevention of occupational risks within the company. It is therefore important to clearly identify the themes that will be addressed during the safety visits. These themes may include hygiene, organization and cleanliness of premises, ergonomics, the work environment, as well as circulation within the company.

Have a tool that supports you during your safety visit

It is strongly recommended to use a tool to easily record and report observations or incidents during your safety visit. This practice helps minimize the risk of omitting details and facilitates follow-up work, since observations are already recorded.

Digitize your observations

A digital tool lets you record observations in real time, attach photos, and automatically generate action plans, saving valuable time compared to paper checklists.

Invite a wide range of employees

It is essential that every staff member be aware of the safety measures in place in the workplace as well as the hazards to which they must pay particular attention. Inviting employees to take part in your intervention can strengthen safety awareness in the workplace. It is recommended to include all employees, whether new or experienced, in order to inform them of important points and potential risks to their safety. Very often, new precautions or previously undetected risks are brought to light by new employees who bring a fresh perspective to the situation.

Schedule all your safety visits in advance

Due to a busy schedule for much of the staff, safety visits are sometimes forgotten. That is why it is crucial to plan them clearly. One suggestion is to set up automated reminders for all participants, which helps reduce the risk of forgetfulness and non-participation.

Don't let visits slip

An unplanned safety visit is a visit that rarely happens. Without a fixed schedule, other priorities take over and hazards can go unnoticed for months.

Need support with your safety visits?

Need a tool to handle and manage your safety visits and the resulting action plans? Our experts and our CountAct solution will digitalize your visits in the coming months. If you would like to discover our solution, don't wait and send us an email. Feel free to read our otherarticles on the subject!

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Question 1 sur 5

A safety visit should cover the entire company at once, with no limit on the number of stops.

Sources & references

  1. recommended that the employer schedule a safety visit on a regular basiswww.legifrance.gouv.fr

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