A concrete Q1 checklist covering policy review dates, certificate expiry audits, COR and SECOR renewal timelines, committee refreshes, and prior-year incident trends, built for Western Canadian employers starting 2026.
January is not just a new page on the calendar for a safety program. It is the one stretch of the year when policy review dates, certificate expiries, committee terms, and the prior year's incident numbers all land in the same window, which makes it the most efficient time to run one full system check instead of chasing each item separately as it comes due.
This checklist is built for owner-operators and safety managers across Alberta, British Columbia, Saskatchewan, and Manitoba, whether your program is COR or SECOR certified, working toward certification, or running on internal policy alone. Work through the five sections in order. Each one feeds the next, and by the end you should have a dated, assigned action list for 2026 rather than a vague sense that things need updating.
1. Set your 2026 policy review dates
Most safety programs call for an annual policy review, but "annual" gets vague once you are six months past the last one. Fix a hard date in Q1 2026 for reviewing your safety manual, code of practice documents, and any hazard-specific policies, and name the person accountable for each, not just the department.
- Safety manual and program manual: a full read-through against current operations, not last year's scope
- Site-specific and hazard-specific policies, including fall protection, confined space entry, working alone, and lockout/tagout
- WHMIS 2015 program elements: SDS library currency, container labelling, and worker training records
- Emergency response plan: current contact numbers, muster points, and any changes to site layout or operations since the last review
2. Audit certificate and training expiry dates
Tickets expire quietly. A worker's fall protection or confined space certification can lapse mid-project without anyone noticing until an auditor, a client prequalification review, or an incident investigation asks for proof. Q1 is the time to pull every current certificate against its expiry date, not just the ones due this month.
- First aid and CPR certification for all designated attendants
- Fall protection and confined space entry and rescue training
- Transportation of Dangerous Goods (TDG) certification where applicable
- Equipment-specific tickets: forklift, aerial work platform, and other powered mobile equipment
- WHMIS 2015 worker training and refreshers
If you are tracking this on a spreadsheet, this is a good point to move it into a system that flags expiries before they happen rather than after. On-Track's digital safety forms services and members portal, and SiteDocs as a digital platform, can carry this list forward automatically instead of resetting it by hand every January.
3. Check your COR or SECOR renewal timeline
COR and SECOR certificates run on a cycle set by the certifying partner, not the calendar year, so Q1 is the time to pull your certificate and confirm exactly when your next audit is due. In Alberta this depends on your sector: ACSA administers COR for construction employers, Energy Safety Canada (ESC) covers oil and gas, and AASP covers the auto sector, each with its own audit cycle and documentation standards. Outside Alberta, each province runs its own certifying partner, so confirm the cycle directly with the body that issued your certificate rather than assuming it matches a neighbouring province.
- Pull your certificate and confirm the exact renewal or audit due date, not just the year it expires
- Confirm whether this cycle requires an internal audit only or a full external audit
- For employers with 10 or fewer workers, confirm SECOR is still the right stream, or whether growth has pushed you toward full COR
- Alberta employers enrolled in WCB's Partnerships in Injury Reduction (PIR) program: maintaining COR pays a premium rebate of 5 percent, or 10 percent in your first certified year, with further rebate available for improved safety performance or below-average claim costs, all capped so the total sits at a maximum of 20 percent. SECOR earns under the same structure
- BC employers: WorkSafeBC's COR incentive pays 10 percent of base assessment premiums per classification unit, with a minimum incentive of the lesser of $1,000 or 75 percent of premiums paid
- Manitoba employers: WCB Manitoba's Prevention Rebate pays 15 percent of premium or $3,000, whichever is greater, capped at 50 percent of premium
- Saskatchewan employers: there is no direct COR-linked premium rebate; the benefit comes indirectly through experience rating
A lapsed COR or SECOR certificate does not only cost the premium rebate. It can also disqualify you from prequalification platforms like ISNetworld, ComplyWorks, Avetta, or CanQual until you are recertified, which can stall a bid mid-quarter. Confirm your renewal date in January, not when a client's compliance department asks for it.
4. Refresh your safety committee or representative membership
Joint health and safety committee and worker health and safety representative terms lapse the same way certificates do, quietly, and usually get noticed only when someone checks the meeting minutes and realizes half the names on file no longer work there.
- Confirm committee or representative terms have not lapsed, and replace any members who have left the company
- Confirm both the worker and management co-chairs are still active in the role and current on required training
- Check that meeting minutes from the prior year are complete and filed, not just the most recent quarter
- If headcount has changed significantly since last year, for example after a hiring push, confirm your committee structure still meets the threshold your jurisdiction requires
5. Review prior-year incident trends before you file them away
Every incident report, near miss, and WCB claim from the prior year gets filed and, too often, never looked at again as a set. Before you close out 2025's file, pull the whole year into one list and look for the pattern, not just the individual events.
- Pull every recordable incident, first aid case, and near miss from the prior year into a single list
- Look for repeated hazard types or the same work area appearing more than once, not just injury severity
- Where you have more than one year of data, compare year over year to see whether a specific corrective action actually reduced repeat events
- Carry anything unresolved into your 2026 hazard assessment and training priorities instead of starting the new year's risk assessment from a blank page
Turn the checklist into a completed file
None of these five checks require outside help to start. Where they get harder is when a certificate has already lapsed, a committee has quietly gone inactive, or the documentation behind a claim is thinner than an auditor will want to see. On-Track Safety Solutions works with employers across Alberta, BC, Saskatchewan, and Manitoba on COR and SECOR audits, safety manual updates, and the move from paper forms to digital platforms, so a Q1 review turns into a completed, audit-ready file instead of a running list of open items carried into February.

