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Lone worker check-in procedure template

A check-in system only works if everyone knows exactly what happens when a check-in is missed. This template sets the schedule by risk level and, more importantly, the escalation ladder that runs automatically when the schedule breaks.

Who it's for: Team leaders and rostering managers running day-to-day lone worker operations.

Free to use and adapt · Last updated 2026-07-21 · No email required

Procedure details

Team or roles covered
Person or system receiving check-ins Named supervisor, roster of monitors, or a monitored safety app
Hours of operation Include after-hours arrangements if lone work happens outside them
Date and review date

Check-in schedule by risk level

Risk levels come from the lone worker risk assessment. When in doubt, use the higher frequency.

Risk levelExample workCheck-in frequencyMethod
HighHome visits to clients with aggression flags; remote work with no coverageEvery 30 minutes, plus on arrival and departure at each locationMonitored app or device with timed check-in
MediumSolo client-facing shifts; driving between sitesEvery 1–2 hoursApp check-in or call/SMS to supervisor
LowSolo administrative work outside business hoursStart and end of shiftSMS or app

Escalation ladder - missed check-in

The clock starts the minute a check-in is due and not received. Steps run in order but any step can jump straight to 911 if there is an indication of danger.

TimeActionWho
T+0 minAttempt contact: call, then SMS, then app messageSupervisor or monitor
T+10 minCall the worker's emergency contacts and last known client or siteSupervisor
T+20 minDispatch a welfare check to the last known location (colleague, site security, or monitoring provider)Supervisor or monitoring centre
T+30 minCall 911 and report a missing worker with their last known location, vehicle and descriptionSupervisor
Any timeAny indication of danger: call 911 immediately, then continue the ladderAnyone

Accepted check-in methods

  • Timed check-in or safety timer in a monitored safety app (auto-escalates on expiry)
  • Monitored duress device with scheduled welfare checks
  • Phone call to the nominated supervisor
  • SMS to the nominated number, acknowledged by reply
  • In-person sighting recorded by a colleague

Responsibilities

The worker checks in on schedule and updates their expected itinerary before starting work. The receiving supervisor or monitor acknowledges every check-in, actions the escalation ladder without delay, and logs every missed check-in and its outcome, including false alarms. False alarms are reviewed for pattern, not punished; a worker who stops checking in because it caused friction is the failure mode this procedure exists to prevent.

How to use it

Getting the most out of this template

  • Print the escalation ladder and put it where the supervisor sits. In a real event nobody looks up a policy document.
  • Test the full ladder quarterly with a planned missed check-in drill and time each step.
  • If check-ins rely on one person acknowledging them, name a backup for breaks, leave and sick days.
  • Automate what you can. A safety timer that escalates on its own removes the single point of failure.

This template is general information, not legal advice. Requirements differ by jurisdiction and industry; check the guidance published by OSHA and seek advice for your specific circumstances.

Questions

Frequently asked

How often should lone workers check in?
Set the frequency from the risk assessment: commonly every 30 minutes for high-risk work, every 1–2 hours for medium risk, and start and end of shift for low risk. The maximum time before someone notices a problem should never exceed the check-in interval.
What should happen when a check-in is missed?
A timed escalation ladder starts immediately: attempt contact, call emergency contacts, dispatch a welfare check, then call 911. The whole ladder should complete within about 30 minutes, faster if there is any indication of danger.
Are manual check-ins enough?
They work at low risk but depend entirely on one person noticing a miss. For medium and high-risk work, automated safety timers or monitored devices remove that single point of failure and cut response time.

The template covers the paperwork. Duress covers the response.