Draft for review by a Clinical Safety Officer. Adapt it to your practice before use.
Hazard identification workshop · Assess stage
Hazard workshop pack
Oakfield Surgery (a made-up practice)
| Tool | Kestrel Consult |
|---|---|
| Date and place | 06/02/2026, practice meeting room |
| Led by | Dr Helen Marsh, CSO |
1. Before the workshop
- Invite the people who'll use the tool: clinicians, reception, admin, and anyone with a special role such as the safeguarding lead.
- Bring the supplier's hazard log and safety case report.
- Draw the workflow as a simple list of steps, from the patient's first contact to the task being closed.
- Print this pack.
2. Agenda (60 minutes)
| Time | What |
|---|---|
| 5 min | Why we're here: what the tool does, and that every view counts |
| 10 min | Walk through the workflow, one step at a time |
| 30 min | At each step, ask the prompt questions and note hazards on the worksheet |
| 10 min | Agree rough scores and controls for the main hazards |
| 5 min | Actions: who writes up the hazard log, and by when |
3. Prompt questions
Ask these at each step of the workflow. Write each problem as cause, effect, hazard and harm.
- What could go wrong here? What would cause it?
- What would go wrong with the information first: missed, delayed, wrong, or sent to the wrong patient?
- Who would that put at risk, and in what situation? (This is the hazard. It always names a person.)
- What would happen to the patient if nobody noticed? (This is the harm.)
- What if the system is slow, down, or updated?
- What would a busy or new member of staff do? Are there workarounds?
- Who might not be able to use this, and what happens to them?
- Could a safeguarding concern be missed?
- Which hazards in the supplier's log apply to how we work?
- For AI tools: what if the input is poor (a noisy room, a bad microphone)? What if it adds or misses something? What happens when people trust it and stop checking?
4. Worksheet
| Workflow step | Cause | Effect | Hazard (who is at risk, and how) | Harm |
|---|---|---|---|---|
| Patient fills in the form | Form doesn’t flag red-flag symptoms | Urgent request sits in the routine queue | Patient with red-flag symptoms not directed to an urgent assessment in time | Delayed treatment; at worst death |
| Request arrives in the queue | No named owner that day | Request left unopened | Patient’s request never actioned | Missed or delayed care |
| Care navigator files it | Parent submits for a child | Filed in the wrong record | The child’s request isn’t seen | Missed or delayed care |
5. Sign-in sheet
| Name | Role | Signature |
|---|---|---|
| Dr Helen Marsh | CSO, GP partner | |
| Jo Reid | Practice manager | |
| Sam Ali | Care navigator | |
| Amy Clarke | Practice nurse | |