A Strategy for Assessing and Managing Occupational Exposures

As an occupational health and safety professional, ensuring the wellbeing of workers is one of your most critical responsibilities. Exposure to hazardous agents in the workplace can lead to acute health issues as well as long-term disease risks. Implementing a systematic strategy for assessing and controlling occupational exposures is key to fulfilling your duty to protect employees. This article provides an overview of a comprehensive seven-step process for evaluating potential hazards, determining risk levels, monitoring and interpreting exposure data, making informed decisions, reporting findings, and evaluating the effectiveness of controls. By following this strategic approach, you can gain valuable insight into the exposures present in your workplace and take appropriate actions to eliminate or minimize them. With diligent effort and the right strategy, you have the power to create a safe environment where workers can thrive.

Characterizing Occupational Exposures

A Strategy for Assessing and Managing Occupational Exposures

To properly assess and manage occupational exposures at a worksite, you must first characterize the exposures that are present. This involves identifying all chemical, biological and physical agents that workers may be exposed to, including both routine and non-routine exposures.

Sources of Exposure

Exposures can originate from a variety of sources at a worksite, including:

  • Raw materials, intermediates and byproducts used in or generated by work processes
  • Emissions from equipment, machinery, and ventilation systems
  • Accidental chemical spills, releases or explosions
  • Naturally occurring materials like dusts, mists, fumes and vapors
  • Biological agents such as bacteria, viruses, fungi and their byproducts
  • Extreme temperatures, noise, vibration, radiation and other physical stressors

Exposure Assessment Strategies

To characterize these exposures, you will need to conduct a walk-through survey of the facility and review any available exposure monitoring data. Qualitative methods like direct reading instruments, observation, and worker interviews can provide an initial assessment. For suspected hazards, quantitative exposure monitoring may be required, such as air sampling, wipe sampling or personal monitoring. These results will help determine exposure levels, at-risk job tasks and priority areas that require exposure controls or medical surveillance.


All aspects of the exposure characterization process should be thoroughly documented, including:

  • Sources surveyed, monitoring methods used and results obtained
  • Jobs, tasks and locations assessed
  • Estimated worker exposure levels for each identified hazard
  • Priority areas where exposures may exceed recommended occupational exposure limits

This documentation provides an overview of the chemical, biological and physical agents present at your worksite so you can make informed decisions about managing risks and protecting worker health.

Conducting a Hazard Assessment of the Workplace

To properly assess occupational hazards in the workplace, a comprehensive hazard assessment should be conducted. This involves:

• Identifying all potential health and safety hazards that could cause harm to employees. This includes physical hazards (e.g. loud noises, extreme temperatures), biological hazards (e.g. infectious agents, bloodborne pathogens), and chemical hazards (e.g. toxic substances, vapors).

• Evaluating the risk level of each hazard. Consider the severity of potential injury or illness and the likelihood of exposure. High-risk hazards should be prioritized.

• Monitoring hazard levels through air sampling, noise surveys, and regular workplace inspections. Compare results to recommended exposure limits to determine if controls need to be implemented or improved.

• Implementing controls to eliminate or minimize hazards following the hierarchy of controls: elimination, substitution, engineering controls, administrative controls, and personal protective equipment. The most effective controls eliminate the hazard at its source.

• Establishing proper protocols and procedures for working with hazardous materials or in hazardous areas. Provide comprehensive training to employees on hazards, controls, and safety procedures.

• Conducting ongoing hazard assessments to identify new or previously unidentified hazards. Regular re-evaluation of existing hazards is also important as workplace conditions and recommended exposure limits change over time.

• Maintaining detailed records of hazard assessments, air monitoring, workplace inspections, training, and recommended corrective actions. Proper documentation demonstrates due diligence and supports compliance.

• Reporting serious hazards to authorities as required by regulations. Workplace health and safety committees should also be kept informed about hazards and control measures.

By following these steps systematically, occupational hazards can be properly assessed and managed to create a safe and healthy work environment. But hazard assessment is an ongoing process that requires continuous monitoring and re-evaluation.

Read Also: A Comprehensive Guide to Common Formative Assessments

Evaluating Health Risks and Setting Priorities

Evaluating health risks and setting priorities is crucial in developing an effective strategy for assessing and managing occupational exposures. Prior to implementing controls, it is important to thoroughly characterize the work environment and evaluate potential health hazards.

Conducting a qualitative risk assessment will help identify and rank hazards according to the severity and likelihood of adverse health effects. Hazards posing the greatest risks should be prioritized for quantitative assessment and control. Quantitative assessments provide measurable estimates of exposure and risk, which can then be compared to occupational exposure limits and used to determine appropriate control measures.

Routine monitoring of the work environment and employees helps evaluate the effectiveness of controls and ensures exposures remain within safe levels. Exposure monitoring data should be regularly reviewed and interpreted to determine if additional controls or modifications are needed. Decisions regarding risk management should be made jointly by occupational health and safety professionals, management, and workers.

Recommendations for controlling risks may include elimination, substitution, engineering controls, administrative controls, and personal protective equipment. The hierarchy of controls should be followed, implementing higher-level controls (e.g. elimination, substitution) before lower-level controls (e.g. PPE). A report summarizing the risk assessment process, exposure monitoring results, and recommendations should be provided to management and available to workers.

An evaluation of the risk management strategy is necessary to ensure recommendations have been properly implemented and are effective in reducing health risks. Modifications to the strategy may be needed based on changes in processes, exposures, workplace conditions, or regulations. Routine re-evaluation of health risks and the effectiveness of controls is an essential part of the ongoing strategy for managing occupational exposures.

The risk assessment and management process should involve regular communication and collaboration with workers. Their input and participation are vital to fully understanding workplace hazards and developing practical solutions for control. A cooperative approach helps build trust and a shared commitment to health and safety.

Establishing an Occupational Exposure Limits

Establishing occupational exposure limits (OELs) is a key step in assessing and managing workplace exposures. OELs are levels of exposure to a substance that are considered safe for most workers during a normal 8-hour workday, 40-hour workweek, as a time-weighted average (TWA) exposure.

Permissible exposure limits

OELs in the U.S. are called permissible exposure limits (PELs) and are legally enforceable standards set by the Occupational Safety and Health Administration (OSHA). PELs have been established for many common toxic substances and can be found in the OSHA Annotated PEL tables. Some states have also adopted their own PELs.

Recommended exposure limits

For many chemicals, recommended exposure limits (RELs) have been established by the National Institute for Occupational Safety and Health (NIOSH). RELs are recommendations based on a review of the scientific literature and are not legally enforceable but can guide employers in implementing good practices. RELs tend to be more up to date and health protective than the older PELs.

Other occupational exposure limits

Some professional organizations have also developed occupational exposure limits, such as the American Conference of Governmental Industrial Hygienists (ACGIH) Threshold Limit Values (TLVs). TLVs are considered by many to be the most scientifically valid OELs. However, like RELs, they are recommendations and not legally enforceable.

When establishing an OEL, several factors must be considered:

-Toxicity: The inherent toxicity and health effects associated with exposure to the substance. More toxic substances require lower exposure levels.

-Feasibility: The ability to reliably monitor and control exposure levels in the workplace using available technology and work practices. OELs must be reasonably achievable.

-Economic and social factors: The costs of implementing exposure controls versus the benefits of reduced health risks. Controls should be cost-effective and socially acceptable.

By following established OELs and properly assessing and controlling workplace exposures, employers can help ensure the long-term health and safety of their employees. Regular monitoring, medical surveillance, and updating of OELs and controls may also be needed as new information becomes available.

Determining Appropriate Exposure Monitoring

To determine appropriate exposure monitoring for your workplace, several considerations should be made.

Assess current exposures

First, conduct a basic characterization of all occupational exposures for each job or work process. Identify agents, their concentrations and exposure levels. Review any existing exposure data and workplace evaluations. Compare current exposures to occupational exposure limits to determine if any exceed recommended levels. This initial assessment will help identify high priority exposures requiring monitoring.

Select monitoring methods

Next, choose appropriate qualitative or quantitative exposure assessment methods for high priority exposures. Qualitative methods like workplace observations or employee interviews can provide useful information for some exposures. However, for many chemical, physical or biological agents, quantitative exposure monitoring is needed to accurately assess exposure levels. This includes methods like air sampling, dermal sampling, biological monitoring and direct reading instruments. Consider the advantages and disadvantages of different methods to determine the most suitable approach.

Develop a monitoring plan

Develop a written exposure monitoring plan that identifies the agents, jobs and work processes to be monitored, the monitoring methods to be used, and the frequency of monitoring. The plan should also specify how the monitoring will be conducted by properly trained individuals. Include additional details such as the number of samples needed for statistical accuracy and quality control procedures. Review and update the plan periodically based on monitoring results and workplace changes.

Interpret and apply results

Carefully review and interpret the results of exposure monitoring to determine if current control measures are effective or if additional actions are needed. Compare results to occupational exposure limits and make recommendations to reduce exposures above recommended levels. Use the data to evaluate workplace control programs and make necessary modifications. Communicate all results and recommendations to workplace parties. Exposure monitoring and data interpretation are ongoing processes that require regular review and decision making to ensure exposures are properly managed.

Interpreting Monitoring Results and Making Decisions

Interpreting the results of your occupational exposure monitoring and making appropriate decisions based on the data is a critical step in effectively managing risks. Several factors should be considered when reviewing and assessing your monitoring results:

Exposure Levels

Compare the measured exposure levels for each hazardous agent to the relevant occupational exposure limits (OELs) to determine if overexposure has occurred. OELs include permissible exposure limits (PELs), threshold limit values (TLVs), and recommended exposure limits (RELs). Exceeding these limits indicates the potential for adverse health effects and the need for corrective action.

Exposure Trends

Look for exposure trends over time to identify patterns that may require intervention. For example, gradual increasing exposure levels may signal deteriorating controls or work practices that need to be addressed before overexposure occurs. Decreasing exposure levels, on the other hand, may indicate that existing controls and procedures are effective.

Data Quality

Evaluate the quality and reliability of the exposure data before making decisions. Factors like the sampling and analytical methods, instrument calibration, and technician training can all affect the accuracy of the results. Data that does not meet quality standards may require resampling before conclusions can be drawn.

Other Factors

Consider other relevant factors such as exposure variability, use of personal protective equipment (PPE), and workplace conditions that could impact exposure. Interviews with employees and observations of work tasks may provide additional context for interpreting the results.

The outcomes of your data review and assessment should determine appropriate next steps, such as:

  • Implementing additional engineering controls, work practices, and PPE to reduce overexposure
  • Conducting medical monitoring and health evaluations for exposed employees
  • Retraining employees on hazard controls and safe work procedures
  • Modifying existing programs and procedures to improve effectiveness
  • Resampling to confirm initial results before taking action

Carefully interpreting your monitoring results and making well-informed decisions will help ensure that occupational exposures are properly managed and the health of workers is protected.

Developing Recommendations and an Exposure Control Plan

Developing specific recommendations and an exposure control plan is a key step in managing occupational exposures. An effective plan should detail practical measures to eliminate or reduce exposures to acceptable levels based on the hierarchy of controls.

Elimination and Substitution

The most effective controls eliminate the hazard or substitute a less hazardous material or process. For example, replacing a toxic solvent with a non-toxic alternative. When elimination or substitution are not feasible, engineering controls should be implemented.

Engineering Controls

Engineering controls isolate the hazard or reduce exposure through ventilation, isolation, or other means. Examples include fume hoods, glove boxes, and dust collection systems. Where engineering controls are not fully effective or feasible, administrative controls and personal protective equipment (PPE) must be used.

Administrative Controls

Administrative controls change how and when workers interact with or are exposed to hazards through rotation of jobs or tasks, training, and standard operating procedures. For instance, limiting time spent in high exposure areas. Administrative controls should be used in combination with engineering controls and PPE.

Personal Protective Equipment (PPE)

PPE includes respirators, gloves, eye protection, protective clothing, and other equipment designed to protect workers from exposure. PPE is the least effective means of control and should only be used when other measures are not adequate or feasible. An effective PPE program must include training, proper selection, and consistent and proper use, cleaning, and maintenance of PPE.

Recommendations should outline a plan with reasonable timelines for implementing controls following the hierarchy, designating responsible parties for each action. The plan should be reassessed periodically and revised as needed to ensure exposures are adequately controlled. By systematically assessing exposures and implementing an optimized control plan, occupational health risks can be effectively managed.

Communicating Results and Recommendations

Communicating the results and recommendations of your occupational exposure assessment is a critical step in the process. Conveying this information clearly and objectively to stakeholders and decision makers will enable them to make informed choices about controlling risks and protecting worker health.


Prepare a written report with a executive summary of key findings and recommendations. The level of detail should suit the needs of the intended audience. Be transparent about any uncertainties or limitations in the data or methods. Provide objective interpretations of the results without speculation.


Invite feedback on the report from experts, stakeholders and workers. Consider their input objectively and make appropriate revisions to strengthen the quality and usefulness of the report. Some questions to evaluate include:

  • Are the results and recommendations clearly explained in a logical flow?
  • Do the conclusions follow from the data presented? Are any inferences supported?
  • Are uncertainties, limitations and assumptions openly discussed?
  • Are recommendations specific, actionable and considerate of practical constraints?
  • Does the report achieve an appropriate balance of depth and conciseness for the intended audience?


In addition to the written report, consider presenting the key highlights and recommendations in person to stakeholders and workers. This can be an opportunity to have an open discussion, address questions or concerns, provide clarification and build understanding. Be prepared to suggest specific actions that can be taken to implement recommendations. Offer to provide any follow-up support or consultation needed.

Effective communication and evaluation of the occupational exposure assessment report and recommendations will maximize the benefits of this process. Carefully crafted, transparent reporting and proactive outreach to stakeholders and workers can drive informed decisions, build trust in the results and facilitate constructive solutions to managing workplace health risks.

Evaluating and Reviewing the Exposure Assessment Program

An effective exposure assessment program requires periodic evaluation and review to ensure it remains relevant and meets the needs of the organization. Several factors should be considered when evaluating and reviewing the program:

Program objectives and scope

Review the initial objectives and scope of the exposure assessment program. Determine if any modifications or expansions are needed based on changes in operations, processes, or regulations. Expanding the scope may require additional resources and expertise.

Data and findings

Analyze the data, findings, and reports generated from exposure monitoring and assessments. Look for trends that could indicate the need for changes to engineering controls, work practices, or PPE. Data that shows exposures at or near regulatory limits, for example, may require prompt action.

Resources and responsibilities

Evaluate whether the program has adequate resources and clearly defined responsibilities. Additional staff or training may be needed if the program scope has increased. Responsibilities should also be reviewed regularly to account for staffing changes.

Program effectiveness

Determine how well the exposure assessment program is achieving its objectives and meeting the needs of the organization. Look for ways to improve effectiveness, such as streamlining processes, implementing new technologies, increasing training, or enhancing reporting. An ineffective program will not adequately assess exposures or support risk management.

Regulatory compliance

Review regulations regarding exposure assessment and monitoring to ensure the program meets all requirements. Regulations are frequently updated, so regular review is important to maintain compliance. Non-compliance can result in legal penalties.

Reporting and communication

Assess whether exposure assessment reports and communications are meeting the needs of key stakeholders. Reports should be clear, concise, and include appropriate content and recommendations to support decision making and risk control. Optimize communication methods and frequency based on stakeholder needs.

In summary, routinely evaluating and reviewing your exposure assessment program is key to maintaining an effective program that achieves its objectives and meets the needs of your organization. Make any necessary modifications to the program scope, resources, processes, or communications to ensure optimal performance and regulatory compliance.


As an occupational health professional, you now have a robust strategy for evaluating workplace exposures at your organization. By systematically characterizing potential hazards, assessing risks, setting priorities, implementing controls, monitoring outcomes, and evaluating progress, you can help ensure the long term health and safety of your workforce. Though it requires diligence and resources, an effective exposure assessment and management program is an investment that pays dividends through improved productivity, risk reduction, regulatory compliance, and employee satisfaction. With the appropriate commitment to this ongoing process, you have the power to shape a workplace environment and culture that values health, safety and wellbeing. The rewards of such an achievement are substantial and lasting.

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