Summary
In short
- A workstation setup record is a record used in KnowErgo that records how a workstation was adjusted and set up for a specific person. It is built against ISO 9241 and forms part of the Ergonomics and MSD Prevention programme.
- Completed at setup or after equipment arrives. Carried out by a trained assessor or facilities.
- The template holds 32 fields across 3 sections.
- ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
- It connects to the rest of the library: links Worker, Site.
What it is
What it is
What is a workstation setup record?
A workstation setup record is a record used in KnowErgo that records how a workstation was adjusted and set up for a specific person. It is built against ISO 9241 and forms part of the Ergonomics and MSD Prevention programme.
When is a workstation setup record completed?
A workstation setup record is completed at the moment the event happens, rather than reconstructed afterwards. Completed at setup or after equipment arrives.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- A new record is needed; each one gets its own ID in the form WSR-2026-000
- You are running the Ergonomics and MSD Prevention programme and this is one of its steps
- A linked record needs this one to exist: links worker, site
Not for
- Office Workstation Self Assessment, which lets an office worker assess their own desk setup using guided questions and reference images.
- Display Screen Assessment, which assesses screen height, distance, glare and eye comfort for computer based work.
- Remote Work Assessment, which assesses a home or remote work setup using photographs supplied by the worker.
- Anything outside KnowErgo, which belongs in the workspace that owns that process
Standards
What it is built against
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the workstation setup record template based on?+
It is built against ISO 9241. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the workstation setup record contain?+
There are 3 sections: header, setup, verification. Together they hold 32 fields, 23 of which are required.
How often is a workstation setup record raised?+
A new record is raised at the moment the event happens, rather than reconstructed afterwards. Each one is given an ID in the form WSR-2026-000, so it can be traced and referenced from other records.
Which programme does the workstation setup record belong to?+
It is part of Ergonomics and MSD Prevention. Assessed tasks with before and after scores, and a business case that gets equipment approved.
Can the workstation setup record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the workstation setup record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowErgo — ergonomics. Task assessment, video posture analysis, rotation and workstation redesign.
Meet KnowErgo→Sources
Sources
- ISO — International Organization for Standardization