---
title: "Procedures"
url: "https://docs.4hse.com/procedures"
description: "How procedures are organised in 4HSE: procedures, reports and the periodic review of documents and processes."
---

# Procedures

Procedures keep track of anything that needs periodic review or verification: an emergency plan, an earthing check, the annual review of the risk assessment document, an environmental measurement.

It is a [prevention and protection action](/prevention-and-protection/), so it follows the common cycle. What changes is the vocabulary — procedures and reports — and the range of what can be tracked.

## Procedures and reports

[Section titled “Procedures and reports”](#procedures-and-reports)

-   A **procedure** defines what must be reviewed and how often.
-   A **report** is one review or verification on a date.

![Creating a procedure](/_astro/procedure-management-1.D9evaL3G_Z1PfDSN.webp)

## The most general of the five types

[Section titled “The most general of the five types”](#the-most-general-of-the-five-types)

The vocabulary of each type is compared in [Terminology by action type](/prevention-and-protection/terminology-by-action-type).

Where the other types have a fixed subject — a course, a visit, a machine, a device — a procedure can concern **any company activity, process or document**. This makes it the type to reach for when an obligation does not fit the other four.

Two consequences follow:

-   a procedure can have **suppliers** as recipients, and it is the only type that can. When a supplier issues the certificate for a procedure assigned to them, it is not valid immediately: it goes through an approval by a project manager;
-   a procedure is the basis of the **[permit to work](/permit-to-work/)**, which is a certificate issued at the end of a procedure with mandatory forms and a time-bound validity.

## What to do here

[Section titled “What to do here”](#what-to-do-here)

The procedures are the common ones: [create the procedure](/prevention-and-protection/create-an-action) · [add the recipients](/prevention-and-protection/add-recipients) · [schedule a report](/prevention-and-protection/schedule-a-session) · [record the outcome](/prevention-and-protection/record-the-outcome) · [issue the certificates](/prevention-and-protection/issue-a-certificate).

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