Mercury Travel · Form

SMS Continual Improvement & Review

Complete the annual SMS review at least every 12 months, and activity reviews when scheduled or within 14 days of a significant change.

Review details

Review period from

Review period to

Date of review

Completed by

Technical advisor(s) involved (if applicable)

Review typeAnnual SMS ReviewActivity Review (scheduled)Triggered Activity Review

Part 1 — Annual SMS review

SMS goals & objectives — are current goals still relevant?

Complaints register — summary of complaints received

Audit findings — internal + external audits (incl. observations)

Incident & near-miss reports — review of all incidents

Other reports and feedback

Opportunities for improvement

Action

Owner

Due date

Status

Part 2 — Activity review

Activity review checklist

Risk assessment updated?

SOPs / safe operating procedures current?

Staff competence verified? (training records)

Equipment inspected and fit for purpose?

Emergency plans suitable for group size/site?

Opportunities for improvement & changes to be made

Part 3 — Communication & close-out

All staff (briefing)

Participants

Technical advisors

Management / PCBU

Reviewer must hold a current relevant qualification (e.g. Unit Standard 30610). A technical advisor is required for high-risk activities. Retain the signed form in SMS records for 7 years.

Sign-off

Name

Date

Signature

Draw your signature above using a mouse, stylus or finger.

Submits to the admin area under "Mercury Travel".