Knowella

Chemical Approval Request

A chemical approval request is the gate that stops a new chemical arriving on site before anyone has assessed it, and its most common failure is skipping straight to the safety data sheet while the harder question, whether a safer product could do the same job, goes unasked. The sheet describes the substance; only the request decides whether the site should have it at all.

KnowSafeRecordSAF-09149 fields across 7 sectionsFull researchSee the form

Reviewed by Siddarth SinghCSPLast reviewed 16 August 2026

Basis
ISO 45001 cl.8.1.3
Workspace
KnowSafe
Form type
Record
Completed by
Requester, reviewed by safety, health and environment
Raised
Before the chemical arrives on site, not after

The short version

  • The request exists to stop an unassessed chemical entering the site, not to document one that already has. Raised after the product has arrived, it has already failed its own purpose.
  • The substitution question sits ahead of the detailed reviews for a reason. Approving the paperwork on a hazardous product is not the same decision as establishing the site needs that product at all.
  • Each review, safety, occupational health, environmental, food safety, is an independent pass or fail, not a sequential formality. One failed review should stop approval regardless of the others.
  • Approval creates obligations that outlast the request: storage, PPE, training, and sometimes a risk assessment or a management of change record, none of which the request substitutes for.

What this is

What is a chemical approval request?

What is a chemical approval request?

A chemical approval request is the record raised before a new chemical is brought on site, capturing the product, its intended use, whether a safer alternative was considered, and independent reviews from safety, occupational health, environmental and, where relevant, food safety. It closes with a decision to take forward, trial first, or reject.

Who raises it and who signs it off?

Whoever wants to use the product raises it, but approval sits with the reviewing functions and, at the end, an approver and a site manager, both by signature. A request approved by the requester's own manager without the independent reviews has not been approved.

How does this differ from a chemical substitution assessment?

A substitution assessment (ENV-048) is the deep comparative case for replacing an existing controlled substance. This request is the front-door gate for a chemical not yet on site, and only asks the substitution question in outline before routing to the specialist reviews.

Scope

When is a chemical approval request required?

This request is the entry point for a substance not yet on the chemical register. Using it to document a substance already in routine use, or to revisit one already approved, duplicates other templates without adding a decision.

Use this template when

  • A new product is being proposed for use on site and has not previously been assessed
  • An existing product has been discontinued and a specific replacement needs approval before it arrives
  • A task requires a chemical not currently held in the register, for a one-off or ongoing use
  • A supplier or process change introduces a product the register has no entry for
  • A linked record, such as the substance register or a management of change, needs this approval to exist first

Do not use it for

  • Chemical Substitution Assessment (ENV-048), the detailed comparative case when an existing controlled substance is being replaced, rather than screening a genuinely new arrival
  • Chemical Risk Assessment (SAF-086), which assesses the risk of using an approved chemical for a specific task, after this request has already cleared it for site
  • Safety Data Sheet Review (SAF-085), the periodic check that a data sheet already on file remains current, not the one-off review that gates a new arrival
  • Chemical Inventory Record (SAF-084), which tracks what is held where and in what quantity once a product is already approved and in use
  • Anything outside KnowSafe, which belongs in the workspace that owns that process

Compliance mapping

Which ISO 45001 cl.8.1.3 requirements does this satisfy?

ISO 45001 treats a new hazardous substance as a managed change and a hazard to identify before exposure, not an inventory event to record afterwards. Defensibility rests on whether every triggered review was actually independent, not how many fields were completed.

ClauseRequirementWhere it lands
ISO 45001 cl.8.1.3Temporary and permanent changes managed, with the introduction of a new hazard assessed before it takes effectDecision
ISO 45001 cl.8.1.2Elimination and substitution considered ahead of engineering, administrative and PPE controlsSubstitution review
ISO 45001 cl.6.1.2.1Hazard identification proactive and ongoing, extending to substances proposed before they arriveProduct
ISO 45001 cl.6.1.2.2OH&S risk assessed against a defined methodology, applied consistently across independent reviewing functionsReviews
ISO 45001 cl.8.1.1Operational controls, including storage, PPE and training, established before the hazard enters workRequirements if approved
BRCGS Food Safety, chemical control requirementsChemicals with any food-area or food-contact exposure controlled and approved before useReviews

What it does not cover

  • Chemical Substitution Assessment, the comparative hazard case when an existing substance is replaced rather than a new one introduced.
  • Chemical Risk Assessment, which assesses the risk of the approved substance's actual task-level use: exposure route, quantity, PPE.
  • Safety Data Sheet Review, the periodic check that a data sheet already held on file stays current and complete.
  • Chemical Inventory Record, which tracks quantity and location once the substance is in ongoing use, not the decision to allow it.
  • Management of change record, needed when the introduction is not a like-for-like replacement and alters process, layout or method.

Global

Chemical Approval Request requirements by country

Few regimes require formal pre-approval of a new chemical by name. What most require is that the substance be assessed and its hazard communicated before exposure occurs, which is the practical effect this request delivers.

United Kingdom

Control of Substances Hazardous to Health Regulations 2002, regulation 6

An employer must not carry out work liable to expose employees to a hazardous substance without first making a suitable and sufficient risk assessment.

COSHH's assessment-before-exposure duty is functionally what this request enforces at the point a new chemical is proposed, before regulation 6's assessment is even due.

United States

OSHA Hazard Communication Standard, 29 CFR 1910.1200

Requires a safety data sheet, labelling and employee access to that information for hazardous chemicals, but sets no general pre-approval duty.

HazCom obliges the site to communicate the data sheet once the chemical is present; it does not require deciding in advance whether the chemical should be there, the gap this request fills voluntarily.

International

ISO 45001:2018, clauses 8.1.2 and 8.1.3

The introduction of a new hazard is managed as a change, with the hierarchy of controls applied before the hazard enters the workplace.

Auditors expect to see a new substance evaluated and controlled for before its first use, not assessed retrospectively once already on the shop floor.

How to complete it

How to complete a chemical approval request, step by step

The reviews the form prompts for are straightforward to complete individually. What it cannot enforce is whether they were treated as independent judgements or a chain of formalities behind an approval already decided.

Answer the substitution question before reading the data sheet in detail

The safer alternative field sits ahead of the specialist reviews because those reviews only evaluate the product in front of them; they cannot ask whether a different product should be there instead. A request reaching the reviews with the field defaulted to no and no reasoning recorded has skipped the one question the reviews cannot answer for it.

Let a failed review stop the request, not just flag it

Safety, occupational health, environmental and food safety reviews are independent by design, each carrying its own pass, partial or fail. Letting a pass in one area outweigh a fail in another defeats the point of separating them: any one function can veto the introduction on its own ground.

Confirm storage and spill response before the substance is on order

Storage location, compatibility with what is already stored, and spill kit suitability are questions about the site as it exists today, not the product. Finding the store cannot take it once the chemical is in transit turns a paperwork delay into an operational one.

Decide honestly whether the introduction is a change or a like-for-like swap

A product replacing a discontinued one on a strict like-for-like basis genuinely does not need management of change. One that alters method, quantity, storage or process, dressed up as like-for-like to avoid the extra record, is the more common failure the reviewer should watch for.

What auditors find

Most common chemical approval request findings

Because this request sits at the front door, its findings usually surface later, once a substance in use turns out to have been approved on an incomplete picture.

FindingClauseWhat fixes it
Safer alternative field answered no with no reasoning recorded, and no evidence an alternative was actually sought.ISO 45001 cl.8.1.2Require a stated reason whenever the field is no, and treat an unreasoned no as incomplete.
Food safety review marked not applicable for a product later used in or near a food-contact process.BRCGS Food Safety, chemical control requirementsRoute the review on the product's actual site of use, not the use stated by the requester, and revisit if use changes.
Approval granted while one specialist review was still open, partial, or failed.ISO 45001 cl.6.1.2.2Block the decision field until every triggered review shows pass, or a documented, countersigned exception.
Product introduced as like-for-like but changed storage, quantity or method enough to be a genuine process change, with no MOC record raised.ISO 45001 cl.8.1.3Have the reviewer, not the requester, make the final call on like-for-like, and raise the MOC record before approval where it is not.
Storage location or compatibility not confirmed before the product arrived on site.ISO 45001 cl.8.1.1Treat storage and compatibility as pre-approval conditions, not post-approval housekeeping.
Substance register not updated after a take-forward decision, so the product is in use without a register entry.ISO 45001 cl.7.5.3Make the register update and substance ID assignment part of closing the request, not a separate action that can be missed.

Case in point

Case in point: the approval that skipped the question it existed to ask

A bakery site's usual descaler was discontinued by its supplier. The line manager raised a request for a like-for-like replacement, attached the new safety data sheet, and it moved through safety, health and environmental review without incident. Food safety passed because the product touched equipment, not product-contact surfaces. Safer alternative was marked no, take forward was recorded within the week, and the product went into use.

A later inventory review, prompted by an unrelated audit, found the replacement was corrosive and a respiratory sensitiser, materially more hazardous than what it replaced, and that other suppliers offered a non-corrosive alternative. Nobody in the four independent reviews had been asked to establish that, because none of the reviews existed to answer it; each checked whether the product in front of them was acceptable on its own ground, not whether it was the right product to be looking at. The safer alternative field had recorded a no with nothing behind it, and every review afterward had answered the wrong question well.

The template

The template, field by field

The form exactly as it installs. Every field, option, score and conditional rule is editable, and the links to other templates come with it.

49fields
7 sections
Reference
SAF-091
Archetype
Record
Record ID
CAR-2026-000
Scoring
Not scored
Direction
n/a
Singleton
No
Basis
ISO 45001 cl.8.1.3
Links
Feeds Substance Register, MOC
Tags
Chemical, Change
Sections
7
Fields
49
Follow up fields
4
Repeating sections
0
Links out
8
Field typesOwn ID, generated on saveCase thread and parentPick list from a registryLinked to another templateFollow up, dashed outlineScored

Header

10 fields
Text

Request ID*

Generated on save

Auto sequence. Format CAR-2026-0000.

The record's own ID. Other templates point at this value.

Single Choice

Status*

Scored

Drives who this goes to next.

  • Planned2 pts
  • In progress2 pts
  • Complete3 pts
  • Deferred0 pts
  • Open0 pts
  • Closed3 pts
  • Overdue0 pts
Pick List

Site*

From FDN-001 Site NameFilter: Status is Active
Text

Site ID*

Linked

Format SITE-000.

Links to FDN-001 Site ID

Date & Time

Date Raised*

Users

Requested By*

Pick List

Site 2*

From FDN-001 Site NameFilter: Status is Active
Text

Site ID 2*

Linked

Format SITE-000.

Links to FDN-001 Site ID

Pick List

Task

OptionalFrom FDN-004 Task Name
Text

Job ID

OptionalLinked

Format JOB-000.

Links to FDN-004 Job Task ID

Product

8 fields
Text

Product Name*

Text

Manufacturer*

Pick List

Supplier

OptionalFrom FDN-005 Vendor NameFilter: Status is Approved
Text

Intended Use*

Numeric Answer

Estimated Annual Quantity*

File Upload

SDS Attached*

Single Choice

Replaces An Existing Product*

NoYes
Pick List

Product Being Replaced

OptionalFrom FDN-006 Product NameShows if Replaces An Existing Product equals Yes

Substitution review

3 fields
Info

Ask This First

The cheapest control is not buying the hazard. Before approving, confirm a safer product cannot do the same job.

Single Choice

Safer Alternative Considered*

Scored
  • Yes, and adopted4 pts
  • Yes, but rejected2 pts
  • No0 pts
Text

Why Alternative Rejected

OptionalShows if Safer Alternative Considered equals Yes, but rejected

Reviews

8 fields
Single Choice

Safety Review Complete*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Users

Safety Reviewer

Optional
Single Choice

Occupational Health Review Complete*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Users

Health Reviewer

Optional
Single Choice

Environmental Review Complete*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Disposal Route Confirmed*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Food Safety Review Complete*

Scored

Anything used in a food area needs food safety clearance, including lubricants and sanitisers.

  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Food Grade Or Incidental Contact Approved

OptionalScored
  • Yes3 pts
  • Not required3 pts
  • No0 pts

Requirements if approved

10 fields
Single Choice

Storage Location Agreed*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Compatibility Checked*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Spill Kit Suitable*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

PPE Available*

Scored
  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Single Choice

Training Required*

NoYes
Single Choice

Risk Assessment Required*

NoYes
Pick List

Risk Assessment

OptionalFrom FDN-012 Risk Title
Text

Risk ID

OptionalLinked

Format RSK-2026-00000.

Links to FDN-012 Risk ID

Single Choice

Change Involved

Optional

Anything that is not a like for like replacement needs change control.

NoYes
Text

MOC ID

OptionalLinkedShows if Change Involved equals Yes

Format MOC-2026-00000.

Links to FDN-020 MOC ID

Related records

2 fields
Text

SDS Review ID

OptionalLinked

The data sheet reviewed for the proposed substance.

Links to SAF-085 Review ID

Text

Chemical Assessment ID

OptionalLinked

The assessment carried out before approval.

Links to SAF-086 Assessment ID

Decision

8 fields
Single Choice

Substitution Decision*

Scored
  • Take forward3 pts
  • Trial first2 pts
  • Rejected0 pts
Text

Conditions

Optional
Text

Substance ID Assigned

OptionalLinkedShows if Substitution Decision contains forward

Links to FDN-006 Substance ID

Single Choice

Added To Register

OptionalScored
  • Yes3 pts
  • No0 pts
Users

Approved By*

Signature

Signature*

Users

Site Manager*

Signature

Second Signature*

SAF-091 · record IDs look like CAR-2026-000 · Feeds Substance Register, MOC

Open in Knowella

Run it with agents

From a document you fill in to a programme that runs itself

The request itself is a short form. What actually fails is the review marked not applicable on the wrong assumption, and the register entry that never catches up with a decision already made.

KnowSafe

Holds the approval request against the substance register, flags a take-forward decision with no register entry, and tracks whether every triggered review reached pass.

KnowEnviro

Picks up the environmental review and carries the substitution question into a deeper comparative assessment when the substance is a genuine replacement candidate.

KnowQuality

Checks food safety and food contact answers against the product's actual site of use, and reopens the review where use later changes.

Ella
Ella

Watches for an unreasoned no on the safer alternative field, and holds the decision for review before it reaches take forward without every review at pass.

This template lives in KnowSafe — safety and compliance. Incidents, hazards, permits, inspections and the critical controls behind them.

Meet KnowSafe→

Glossary

Chemical Approval Request definitions and key terms

Approval gate
A control point a chemical must clear before arriving on site, distinct from the ongoing records that apply once it is approved and in use.
Like-for-like
A replacement changing nothing about exposure route, storage, quantity or process, distinct from one constituting a change requiring its own MOC record.
Independent review
A review conducted by a function on its own criteria, whose fail or partial outcome is not overridden by a pass from a different function.
Incidental contact
Exposure of a food-contact surface to a chemical not intended to touch food, such as a lubricant, which still requires food-grade or approved status.
Management of change
The record required when an introduction alters process, method, layout or quantity enough to no longer count as like-for-like.

FAQ

Frequently asked questions about chemical approval request

Does this request replace a chemical risk assessment?+

No. It decides whether the substance is allowed on site at all. Once approved, the task-specific risk assessment covering exposure route, quantity and PPE still needs to be carried out separately.

What if the requester says no safer alternative exists but has not really looked?+

That is the reviewer's problem to catch, not the requester's to self-police. A no with no reasoning behind it should be treated as incomplete, since the requester's incentive is to get their preferred product approved.

Who has the final sign-off?+

An approver and a site manager, both by signature, after every triggered review has reached pass and storage and compatibility are confirmed. A manager's sign-off without the independent reviews having run is not a completed approval.

Does every product need a food safety review?+

Any product with a plausible route into a food-contact or food-area process should get one, including lubricants and sanitisers not intended to touch food. Marking a review not applicable is a judgement about actual use, not labelled purpose.

When does introducing a chemical trigger management of change?+

When it is not a strict like-for-like replacement: a different method, quantity, storage requirement, or process step. Presenting a genuine change as like-for-like to avoid raising an MOC record is the more common failure.

What happens if reviews disagree, one pass and one fail?+

The fail should stop the approval. Each review gives its function an independent veto, and letting a pass in one area outweigh a fail in another defeats the reason the reviews were separated.

Keep going

Related templates and programmes

Industries this is written for

Siddarth Singh

Written and reviewed by

Siddarth Singh

Founder & Chief Executive Officer, Knowella

Certified Safety Professional and industrial and systems engineer with more than a decade inside food supply chain, freight and manufacturing operations. This page was written against the current text of the standards it cites, not against secondary summaries of them.

  • Certified Safety Professional (CSP), Board of Certified Safety Professionals
  • MBA, University of Chicago Booth School of Business
  • MS and BS, The Ohio State University, Industrial and Systems Engineering
  • Six Sigma Black Belt
Verify with BCSP →

Sources and last review. Reviewed 16 August 2026 against:

  • ISO 45001:2018, clauses 6.1.2, 8.1.1, 8.1.2 and 8.1.3
  • Control of Substances Hazardous to Health Regulations 2002, regulation 6 (GB)
  • OSHA Hazard Communication Standard, 29 CFR 1910.1200 (US)
  • BRCGS Global Standard for Food Safety, chemical control requirements

This page is general guidance, not legal advice. Confirm requirements with your jurisdiction’s regulator.

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