First Aid Documentation Explained (Policies, Records and Evidence – UK Guide)

  • 5 min reading time

First aid documentation is often misunderstood. Some organisations over-document, while others keep little or no evidence at all. Neither approach supports good compliance.

In the UK, first aid documentation is not about paperwork for its own sake. It is about demonstrating that first aid provision has been considered, implemented and reviewed in line with risk.

This guide explains what first aid documentation typically includes, why it matters, and how it supports compliance, inspections and good governance.

Is first aid documentation legally required?

UK law does not require a specific set of first aid documents.

However, employers are expected to be able to demonstrate that first aid arrangements are suitable and proportionate to risk. Documentation is often the simplest way to evidence this.

This principle is explained in UK First Aid Law Explained.

Why documentation matters for first aid

First aid documentation supports decision-making and accountability.

It helps organisations to:

  • Show how first aid decisions were reached
  • Demonstrate compliance during inspections
  • Ensure continuity when staff or roles change
  • Review and improve provision over time

Documentation is particularly important where risks are higher or arrangements are more complex.

Key types of first aid documentation

First aid documentation usually falls into a small number of categories.

These may include:

  • Risk assessments referencing first aid
  • First aid policies or written arrangements
  • Inspection and maintenance records
  • Accident and incident records

Not all organisations need every document listed. The level of documentation should reflect risk.

First aid policies and written arrangements

A first aid policy explains how first aid is managed within an organisation.

It typically covers:

  • Roles and responsibilities
  • Location of first aid equipment
  • Arrangements for trained first aiders or appointed persons
  • How incidents are reported

Written arrangements are particularly helpful in larger or multi-site organisations. A practical template is available in Workplace First Aid Policy Template (UK).

Risk assessments as core evidence

Risk assessments are the foundation of first aid documentation.

They demonstrate:

  • That foreseeable risks were identified
  • How first aid provision was matched to those risks
  • Why certain decisions were made

Inspectors often rely on risk assessments to understand first aid arrangements. The assessment process is explained in Workplace First Aid Risk Assessment (UK).

Inspection and maintenance records

Inspection records show that first aid equipment is maintained.

These records may include:

  • Dates of kit checks
  • Items replaced or restocked
  • Issues identified and resolved

Records do not need to be complex. Simple checklists are often sufficient, particularly in low-risk environments.

Accident and incident records

Accident records help organisations understand how first aid is used in practice.

They can:

  • Highlight recurring injuries or hazards
  • Support review of first aid provision
  • Provide evidence following incidents

Guidance on record keeping is covered in Accident Reporting & First Aid Records (UK).

Comparing documentation needs by risk level

Workplace risk level Typical documentation Level of detail
Low risk office Risk assessment, basic checks Minimal
Public-facing workplace Risk assessment, policy, checks Moderate
Higher-risk environments Assessments, policies, records More detailed
Multi-site operations Site-specific documentation Structured

Documentation during inspections and audits

During inspections, documentation helps inspectors understand how first aid is managed.

They may look for evidence that:

  • Decisions are risk-based
  • Arrangements are reviewed
  • Issues are addressed when identified

Preparation for inspections is explained in Preparing for a First Aid Inspection or HSE Visit (UK).

Leadership oversight and documentation

Documentation also supports governance.

For business owners and directors, it provides:

  • Evidence of oversight
  • Confidence that systems are in place
  • A basis for review and improvement

This link between documentation and accountability is explained in First Aid Responsibilities for Business Owners & Directors (UK).

Common documentation mistakes

  • Creating documents that are never reviewed
  • Copying templates without tailoring to risk
  • Keeping excessive records with no clear purpose
  • Failing to update documentation after changes

Effective documentation should support action, not replace it.

Keeping documentation proportionate

The key principle is proportionality.

Organisations should:

  • Document decisions that matter
  • Avoid unnecessary complexity
  • Focus on clarity and relevance

This approach supports compliance while remaining practical and manageable.

First Aid Documentation — FAQ

Is a written first aid policy mandatory?
Not always, but it is helpful in larger or higher-risk organisations.
How much documentation is enough?
Documentation should be proportionate to risk and complexity.
Do inspectors expect detailed records?
No. Inspectors look for evidence of suitable decisions and review.
Should documentation be reviewed regularly?
Yes. Reviews should take place when work or risks change.
Who should be responsible for documentation?
Responsibility should be clearly assigned within the organisation.

 


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