DOLE SO3 study materials
DOLE SO3 study resources

DOLE SO3 key terms

DOLE SO3 · Get comfortable with the vocabulary.

Workplace Health and Safety Committee (Safety and Health Committee)

A joint labor-management body required in covered workplaces that meets regularly to review hazard reports, recommend controls, and monitor the OSH program. Its composition, functions, and meeting frequency are set by DOLE rules.

Related: OSH Program, Safety Officer, Hazard Identification
OSH Program

A written, workplace-specific plan documenting the company's safety and health policies, hazard controls, training, health surveillance, emergency procedures, and reporting arrangements. It must be prepared with worker participation and updated as conditions change.

Related: Workplace Health and Safety Committee, OSH Policy, Annual OSH Report
OSH Policy

A short top-management statement committing the organization to protect worker safety and health, comply with OSH regulations, and provide resources for continuous improvement. It is signed by the highest official and communicated to all workers.

Related: OSH Program, Top Management Commitment, Safety Culture
Safety Officer

A designated employee responsible for advising on OSH compliance, conducting inspections, investigating incidents, and maintaining OSH records. DOLE rules classify safety officers by training level and set the number required based on workforce size and risk.

Related: Competency, Safety Inspection, Incident Investigation
Hierarchy of Controls

A ranked order of risk-reduction measures, from most to least reliable: elimination, substitution, engineering controls, administrative controls, and personal protective equipment. Controls higher in the hierarchy protect all exposed workers without relying on individual behavior.

Related: Engineering Control, Administrative Control, Personal Protective Equipment
Elimination

The most effective control: removing the hazard entirely by discontinuing a process, task, chemical, or piece of equipment. It is preferred over all other controls because no residual exposure remains.

Related: Substitution, Hierarchy of Controls
Substitution

Replacing a hazardous material, process, or equipment with a less hazardous alternative, such as swapping a toxic solvent for a safer one. The substitute must itself be assessed so that a new risk is not introduced.

Related: Elimination, Hierarchy of Controls
Engineering Control

A physical change to the workplace or equipment that reduces exposure at the source, such as local exhaust ventilation, machine guarding, or noise enclosures. It does not depend on worker behavior to be effective.

Related: Local Exhaust Ventilation, Hierarchy of Controls
Administrative Control

A change to work procedures or scheduling that reduces exposure, such as job rotation, limiting time in a hot area, or permit-to-work systems. These controls depend on supervision and worker compliance, so they rank below engineering measures.

Related: Permit-to-Work System, Hierarchy of Controls
Personal Protective Equipment (PPE)

Equipment worn by a worker to reduce exposure, such as helmets, respirators, gloves, or hearing protectors. It is the last line of defense because its effectiveness depends on correct selection, fit, use, and maintenance.

Related: Respirator Fit Test, Hierarchy of Controls
Hazard Identification

The systematic process of finding and listing sources of potential harm in the workplace, including unsafe conditions, unsafe acts, and process-related risks. It is the first step of risk assessment and should involve workers who do the task.

Related: Risk Assessment, Job Hazard Analysis, Safety Inspection
Risk Assessment

The process of evaluating identified hazards by estimating the likelihood and severity of harm, then ranking risks to decide which controls are needed and in what order. Results must be documented and reviewed when conditions change.

Related: Hazard Identification, Risk Matrix, Hierarchy of Controls
Risk Matrix

A table that combines likelihood and severity ratings to assign a risk level, such as low, medium, or high. It helps teams prioritize which hazards need immediate control and which can be monitored.

Related: Risk Assessment, Residual Risk
Residual Risk

The risk that remains after controls have been applied. It must be assessed to confirm it is acceptable and communicated to workers, who may still need PPE or procedural safeguards.

Related: Risk Assessment, Personal Protective Equipment
Job Hazard Analysis (JHA)

A technique that breaks a task into steps and identifies the hazards and required controls at each step. It is useful for non-routine or high-risk jobs and supports training and procedure writing.

Related: Hazard Identification, Safe Work Procedure
Safe Work Procedure

A written, step-by-step instruction describing how to perform a task safely, including required controls, PPE, and prohibitions. It must be based on the actual task, kept current, and understood by the workers who use it.

Related: Job Hazard Analysis, Administrative Control
Permit-to-Work System

A formal authorization process for high-risk tasks such as hot work, confined space entry, or work at height. It verifies that controls are in place before work begins and records who authorized and performed the task.

Related: Administrative Control, Confined Space Entry
Confined Space Entry

Entry into an enclosed or partially enclosed space with limited access that is not designed for continuous occupancy and may contain hazardous atmosphere. Entry requires testing, ventilation, an attendant, and rescue arrangements.

Related: Permit-to-Work System, Atmospheric Testing
Atmospheric Testing

Measuring oxygen level, flammable gas, and toxic gas in a space before and during entry. Results determine whether ventilation or respiratory protection is needed and must be recorded.

Related: Confined Space Entry, Respirator Fit Test
Local Exhaust Ventilation

An engineering control that captures airborne contaminants at or near their source and removes them through ductwork. Its effectiveness depends on hood design, capture velocity, and regular maintenance.

Related: Engineering Control, Occupational Exposure Limit
Occupational Exposure Limit (OEL)

A regulatory or advisory maximum concentration of an airborne contaminant averaged over a stated time period that is considered safe for most workers. It guides ventilation design, monitoring, and respirator selection.

Related: Air Sampling, Local Exhaust Ventilation
Air Sampling

Collecting and analyzing workplace air to estimate a worker's exposure to dust, fumes, vapor, or gas. Results are compared with exposure limits and used to decide whether controls are adequate.

Related: Occupational Exposure Limit, Health Surveillance
Health Surveillance

A planned program of medical examinations and tests, such as audiometry or lung function testing, used to detect early signs of work-related ill health. Results are confidential and feed back into control decisions.

Related: Medical Surveillance, Air Sampling
Medical Surveillance

Required health monitoring for workers exposed to specific hazards, including pre-employment, periodic, and exit examinations. Its purpose is to protect individual workers and identify gaps in workplace controls.

Related: Health Surveillance, Occupational Exposure Limit
Respirator Fit Test

A test confirming that a tight-fitting respirator seals against the wearer's face. It is done before first use and periodically thereafter, and is separate from a medical evaluation of fitness to wear a respirator.

Related: Personal Protective Equipment, Atmospheric Testing
Safety Inspection

A planned, systematic walk-through of the workplace to find unsafe conditions and practices and to check that controls are in place. Findings are recorded, assigned to a responsible person, and tracked to closure.

Related: Safety Audit, Hazard Identification, Corrective Action
Safety Audit

A structured, evidence-based review of the OSH management system against defined criteria, such as regulations or internal standards. It examines documentation, records, and practices rather than only physical conditions.

Related: Safety Inspection, Management Review
Incident Investigation

A structured inquiry into an accident or near miss to determine what happened, why, and what must change to prevent recurrence. It focuses on root causes rather than blame and produces documented corrective actions.

Related: Root Cause Analysis, Corrective Action, Near Miss
Root Cause Analysis

A method, such as the five-whys or cause-and-effect diagram, used to trace an incident beyond immediate causes to underlying system failures in training, design, supervision, or procedures.

Related: Incident Investigation, Corrective Action
Corrective Action

A specific measure taken to eliminate the cause of a detected problem so it does not recur. Each action needs an owner, a deadline, and verification of completion.

Related: Incident Investigation, Safety Inspection
Near Miss

An unplanned event that did not cause injury or damage but had the potential to do so. Reporting near misses gives early warning of failing controls and should be encouraged without punishment.

Related: Incident Investigation, Safety Culture
Emergency Preparedness and Response Plan

A documented plan describing foreseeable emergencies, alarm and communication methods, evacuation routes, assigned roles, and recovery steps. It must be tested through drills and coordinated with local responders.

Related: Emergency Drill, Assembly Point, Fire Safety
Emergency Drill

A simulated emergency exercise used to test the response plan, worker readiness, and equipment. Drills are scheduled, evaluated, and followed by a debrief that identifies improvements.

Related: Emergency Preparedness and Response Plan, Assembly Point
Assembly Point

A pre-designated safe location where workers gather after evacuation so that a headcount can be taken. It must be clearly marked, known to all workers, and away from the hazard.

Related: Emergency Drill, Emergency Preparedness and Response Plan
Fire Safety

Measures that prevent ignition, limit fuel and oxygen sources, and ensure detection, alarms, extinguishers, and escape routes. It includes training workers to use extinguishers only when safe to do so.

Related: Emergency Preparedness and Response Plan, Emergency Drill
Safety Culture

The shared values, beliefs, and behaviors that determine how seriously an organization treats safety. It is shown by reporting without fear, management visibility, and consistent action on concerns.

Related: Near Miss, Top Management Commitment, Competency
Top Management Commitment

Visible, resourced leadership support for safety and health, demonstrated through policy, budget, staffing, and personal participation. Without it, committees and programs lose authority and worker trust.

Related: OSH Policy, Safety Culture
Competency

The combination of training, experience, and demonstrated ability a person needs to perform an OSH role safely and correctly. It is verified through records, assessment, and observation rather than attendance alone.

Related: Safety Officer, OSH Training
OSH Training

Planned instruction that gives workers the knowledge and skills needed to recognize hazards and follow controls. It must be relevant to the task, documented, and repeated or refreshed as required.

Related: Competency, Safety Orientation
Safety Orientation

Induction training given to new workers, contractors, and visitors before they start work, covering site hazards, rules, emergency procedures, and PPE. Attendance is recorded and understanding checked.

Related: OSH Training, Competency
Safety Performance Indicator

A measure used to track OSH results, such as injury frequency or severity rates, inspection closure rates, or training completion. Both lagging and leading indicators are needed for a balanced view.

Related: Leading Indicator, Lagging Indicator, Annual OSH Report
Leading Indicator

A proactive measure of preventive activity, such as number of inspections completed, hazards closed, or drills held. It signals future safety performance before incidents occur.

Related: Lagging Indicator, Safety Performance Indicator
Lagging Indicator

A measure of outcomes that have already occurred, such as injury counts, lost workdays, or incident rates. It confirms results but cannot predict them, so it is paired with leading indicators.

Related: Leading Indicator, Safety Performance Indicator
Annual OSH Report

A required yearly submission to DOLE summarizing workplace OSH activities, including committee meetings, safety officer details, training, incidents, and health monitoring. It must be accurate and filed on time.

Related: OSH Program, Safety Performance Indicator
Management Review

A periodic top-management evaluation of OSH performance, audit results, and legal compliance to decide on improvements and resources. It closes the management-system cycle and must be documented.

Related: Safety Audit, Top Management Commitment, OSH Program
OSH Management System

The set of interrelated policies, plans, procedures, and reviews an organization uses to manage safety and health systematically. It follows a continual-improvement cycle of planning, implementation, checking, and review.

Related: OSH Policy, Management Review, OSH Program
Duty of Care

The employer's legal obligation to provide a safe and healthful workplace, safe equipment, adequate training, and health protection for workers. It cannot be transferred to workers through waivers or consent.

Related: OSH Policy, Workers' Right to Refuse Unsafe Work
Workers' Right to Refuse Unsafe Work

A worker's protection against discipline for refusing a task that poses an imminent danger to life or health, after reporting the concern. Retaliation for exercising OSH rights is prohibited.

Related: Duty of Care, Hazard Identification
OSH Standards

The DOLE-issued rules that set minimum requirements for workplaces, including safety committees, safety officers, health services, PPE, and recordkeeping. They translate the general statutory duty into enforceable specifics.

Related: Duty of Care, OSH Program