Air Conditioner Maintenance Safe Work Method Statement

Air Conditioner Maintenance Safe Work Method Statement (SWMS Template) delivered in Microsoft Word format for easy editing.

 Air Conditioner Maintenance Safe Work Method Statement

Air Conditioner Maintenance Safe Work Method Statement (SWMS)


Whether you need to get on site to start work, looking to create a safe work environment or pitching for that next government tender - the Air Compressor Safe Work Method Statement is easy to customise, easy to use and easy to integrate into your current Safety Management System. If you don't have a Safety Management System, we need to talk, seriously, you don't nee to be carrying that level of risk exposure in your business - we can help.

Look, we understand that business should be rewarding and not consumed by tedious red tape. The Safe Work Method Statement Template we create is in an easy to understand format, while at the same time being some of the highest quality documents in the industry. Our SWMS documents get you on site, save you loads of time and are very user-friendly. This way, you can get on with doing what you do best.

The Air Conditioner Maintenance Safe Work Method Statement (SWMS) covers the following Job Steps, including potential hazards, control measures and risk ratings:

  1. Planning and preparation
  2. Training and Capabilities
  3. Assess onsite conditions
  4. Set up work area
  5. Temporary Traffic Control (TMP)
  6. Delivery of materials and equipment
  7. Planning
  8. Preparation
  9. Pre-operational Inspection
  10. Operation
  11. Emergency Procedures
  12. On completion

The Air Conditioner Maintenance Safe Work Method Statement, includes;

Risk Assessment Matrix | Hierarchy of Controls | PPE | Emergency Response


Your Air Conditioner Maintenance Safe Work Method Statement is ready to be used in three easy steps:

  1. Add your company logo and company details to the document.
  2. Assess any on-site risks.
  3. Address any site specific risks and add them to your SWMS Template.


Your SWMS is now read to use, and may also be used as training materials for work related activities such as Workplace Inductions or WHS/OHS Toolbox Meeting Talks.

Bluesafe Quick Tips:

  1. The quickest and first thing to do in an air-conditioning service is to change the air filters.
  2. Clear away plants and bushes, and check the drain line.
  3. Get a Programmable Thermostat.

Air Conditioner Maintenance Safe Work Method Statement

  • Detailed and pre-filled Air Conditioner Maintenance Safe Work Method Statement.
  • Instant Delivery.
    Fully editable Safe Work Method Statement Template.
  • Easy to customise - instructions are included.
  • Referenced to Australian & NZ Standards (AS/NZS) & Legislation. 
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View a Safe Work Method Statement Example

See an example of a Safe Work Method Statement Template below. All our SWMS Template documents are comprehensive in nature, easy to use, and are a huge time saver. Our Safe Work Method Statement Templates are quick and easy to customise to your specific business or operation and are perfectly suited for every day use, for larger contracts and tenders right through to qualifying for contractor management platforms such as CM3.

What is a Safe Work Method Statement?

A SWMS is a document that outlines the high-risk construction work activities that will be performed at a workplace, the hazards that will be present as a result of these activities, and the controls that will be implemented to mitigate the risks.

A single SWMS can be utilised for numerous high-risk construction work activities, such as employing powered mobile plant, working at heights of more than 2 metres, and working near to a road that is used by traffic other than pedestrians.

A SWMS is an administrative control that is used to support higher-order controls, such as engineering controls, that are designed to remove or reduce hazards to health and safety.

A SWMS differs from other documentation such as a Job Safety Analysis or a Safe Operating Procedure in that it focuses on specific jobs or processes. A SWMS isn't meant to be a procedure; rather, it's a tool for supervisors and workers to check and monitor the workplace control measures. For high-risk work activities, a PCBU (Person Conducting a Business or Undertaking)  must prepare a Safe Work Method Statement (SWMS) or check that one has been prepared before starting work. It is important to note that before any work process has started, a SWMS must be prepared.

A PCBU, on the other hand, also must manage health and safety hazards by eliminating or reducing them as much as possible. Before beginning any work on a project, the principal contractor must also obtain a copy of the SWMS.

What information does a Safe Work Method Statement need to contain?

A Safe Work Method Statement should identify high-risk work and any specify hazards related to high-risk construction work as well as any health and safety risks. The SWMS should describe the risk-control measures to be implemented, monitored, and reviewed and also should describe how the risk-control measures will be effective at reducing or eliminating the risk, and how they will be implemented, monitored, and reviewed.

A Safe Work Method Statement should be concise and focus on outlining the specific risks identified for the high-risk work to be performed, as well as the control measures to be implemented to ensure that the work is completed safely.

A long and overly complex Safe Work Method Statement which could be difficult to comprehend, implement and monitor or review may be confusing for workers to mentally digest and therefore is not ideal in helping to reduce or eliminate risks in the workplace. It is imperative that workers, and especially those who do not speak English, are able to understand the Safe Work Method Statement. Consider having pictures or diagrams added to the SWMS as a more effective way of presenting information contained within the SWMS.

The SWMS should also contain other regulatory requirements to protect health and safety of all personnel, such as controlling noise exposure and manual job risks. Also, keep in mind that evidence of a completed risk assessment may be required by the regulator or for auditing reasons if the Safe Work Method Statement is based on a workplace-specific risk assessment.

Who's Responsible for creating the Safe Work Method Statement?

In collaboration with workers who will be directly engaged in the activity, the person responsible for carrying out the work is usually best equipped to prepare the SWMS document. In most cases, this means that a Safe Work Method Statement is created by the builder for his or her employees, or by the subcontractor for their employees.

To establish who is in the best position to prepare the Safe Work Method Statement, the principle contractor, builder, and/or subcontractors should decide who will take responsibility for the SWMS.

It's also a requirement that all managers, contractors, supervisors, and workers be involved in the creation of a Safe Work Method Statement. Workers must be consulted so that they understand the SWMS in depth and what they must do to establish and maintain risks and implement control measures to manage the risk. Sharing information and utilising workers' knowledge and experience may also aid in ensuring that the task is completed in accordance with the SWMS.

If your workplace has a Health and Safety Representative, they should also be contacted while creating a Safe Work Method Statement.

What does the principal contractor's responsibility entail?

Before beginning work, a principal contractor must take all reasonable steps to obtain a SWMS from any contractor performing high-risk work. If no SWMS exists, the principal contractor must arrange for one to be created, for example by the contractor or subcontractor.

A general contractor should establish plans to ensure that high-risk work is carried out safely and in compliance with the Safe Work Method Statement. This can be done by keeping an eye on how the SWMS is being implemented on the ground.

The principal contractors' WHS management plan must also include detailed arrangements for collecting, assessing, monitoring, and reviewing the SWMS, according to the WHS Regulations.

How to Write a Safe Work Method Statement

If you're looking to write your own Air Conditioning Maintenance Safe Work Method Statement, the first step is to create the document as a Safe Work Method Statement Template. This way, you can use the same SWMS Template and then adjust the document for each different air conditioning maintenance project as needed, making sure that your Air Conditioning Maintenance SWMS Template addresses any site specific risks. 

The fastest and most cost effective solution would be to purchase a Bluesafe Air Conditioning Maintenance SWMS Template. However, if you decide to take the route of writing your own air conditioning maintenance SWMS.

There are some fundamental requirements and information which you may want to consider adding to your Air Conditioning Maintenance SWMS such as: 

  • Details of the person(s) responsible for making sure implementation, monitoring and compliance of the Air Conditioning Maintenance SWMS as well as any reviews and modifications. 
  • Any information detailing safety meetings or toolbox talks in relation to air conditioning maintenance work, scheduled in accordance with legislative requirements to first identify any site hazards where the air conditioning maintenance work is being conducted, secondly, communicate the risks and hazards and then take steps to eliminate or control each hazard in relation to the air conditioning maintenance work being done.
  • Any changes added to the Air Conditioning Maintenance SWMS after an incident or a near miss. 

Note: The Air Conditioning Maintenance SWMS must be kept and be available for inspection at least until the air conditioning maintenance work is completed. Where the Air Conditioning Maintenance SWMS is revised, all versions of the SWMS Template should be kept. If a notifiable incident occurs in relation to the Air Conditioning Maintenance Safe Work Method Statement, the Air Conditioning Maintenance SWMS must be kept for a minimum of two years from the date of the incident.

Your Air Conditioning Maintenance Safe Work Method StatementTemplate should list any high risk construction work, such as: 

  • Does the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS involve a risk of a person falling more than 2 meters?
  • Is the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS carried out on or near pressurised gas mains or piping?
  • Is the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS carried out on a telecommunication tower?
  • Is the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS carried out on or near chemical, fuel or refrigerant lines?
  • Does theair conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS involve demolition of an element of a structure that is load-bearing?
  • Is the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS carried out on or near energised electrical installations or services?
  • Does the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS involve demolition of an element related to the physical integrity of a structure?
  • Is the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS carried out in an area that may have a contaminated or flammable atmosphere?
  • Does the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS involve, or is likely to involve, disturbing asbestos?
  • Does the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS involve tilt-up or precast concrete?
  • Does the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS involve structural alteration or repair that requires temporary support to prevent collapse?
  • Is the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS carried out on, in or adjacent to a road, railway, shipping lane or other traffic corridor?
  • Is the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS carried out in or near a confined space?
  • Is the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS carried out in an area of a workplace where there is any movement of powered mobile plant?
  • Is the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS carried out in/near a shaft or trench deeper than 1.5m or tunnel involving use of explosives?
  • Is the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS carried out in areas with artificial extremes of temperature?
  • Is the air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS carried out in or near water or o air conditioning maintenance work outlined in the Air Conditioning Maintenance SWMS involve diving work? 

Your Air Conditioning Maintenance Safe Work Method Statement should also identify any high-risk machinery or equipment in operation near the work site, such as: 

  • Forklift
  • Crane
  • Hoist
  • Glazing
  • Backhoe
  • Loader
  • Boom Lift
  • Elevated Work Platform (EWP)
  • Genie Lift
  • Trencher
  • Drilling Rig
  • Trucks
  • Formwork
  • Bobcat
  • Flammable Gas
  • Fuel
  • Dozer
  • High Voltage
  • Mulcher
  • Tilt-up Panels
  • Roller
  • Scissor Lift
  • Tractor

Your Air Conditioning Maintenance SWMS should also list any Personal Protective Equipment such as:

  • Foot Protection - Boots or closed in shoes
  • Hand Protectiglazinon - Gloves
  • Head Protection - Hard hat or helmet
  • Hearing Protection - Ear plugs or ear muffs
  • Eye Protection - Safety glasses, goggles or face shields
  • Respiratory Protection - Face masks etc
  • Face Protection - Face shield, welding mask etc
  • High Visual Clothing
  • Protective Clothing - Overalls etc
  • Fall Protection - Safety harness, edge protection etc
  • Sun Protection - Sunscreen, hat etc
  • Hair and Jewellery Secured - Hair Net, etc 

The Air Conditioning Maintenance SWMS must be reviewed continually to ensure it remains effective and relevant. The Air Conditioning Maintenance SWMS must be reviewed (and revised if necessary) if relevant control measures in relation to air conditioning maintenance work are revised.The review process should be carried out in consultation with workers (including contractors and subcontractors) who may be affected by the Air Conditioning Maintenance and their health and safety representatives who represented that work group at the workplace.

When the Air Conditioning Maintenance SWMS has been revised, the person conducting a business or undertaking must ensure:  

  1. All persons involved in the air conditioning maintenance work are advised that a revision has been made and how they can access the revised Air Conditioning Maintenance SWMS;
  2. Persons who will need to change a work procedure or system as a result of the review are advised of the changes in a way that will enable them to implement their duties consistently with the revised Air Conditioning Maintenance SWMS; and,
  3. Workers that will be involved in the air conditioning maintenance work are provided with the relevant information and instruction that will assist them to understand and implement the revised Air Conditioning Maintenance SWMS.

When preparing your Air Conditioning Maintenance SWMS, here are some topics you might want to also include to ensure you have covered as many risks and hazards as possible.

Planning and Preparation When Working With and Around AirConditioning Maintenance.

When writing your Air Conditioning Maintenance SWMS, establish any policies, procedures and systems for working with Air Conditioning Maintenance in consultation with the Principal Contractor and workers while being sure to establish:

  • Health and Safety guidelines for air conditioning maintenance work
  • Emergency plans and evacuation procedures for the Air Conditioning Maintenance SWMS
  • Worker inductions for Air Conditioning Maintenance
  • Toolbox talks (safety meetings) added to the Air Conditioning Maintenance SWMS
  • Outline details of supervision of the site and workers on the Air Conditioning Maintenance SWMS
  • Check all workers qualifications, permits and competencies for Air Conditioning Maintenance operations
  • Ensure the Air Conditioning Maintenance and any related equipment is functioning correctly
  • Hazard reporting procedures in place and added to the Air Conditioning Maintenance SWMS
  • Incident reporting procedures in place and added to the Air Conditioning Maintenance SWMS
  • Exclusion zones when conducting air conditioning maintenance work
  • Risk Assessment for TASK completed and noted on the Air Conditioning Maintenance SWMS
  • Electrical NO GO ZONES identified, discussed and documented.

Assessment of Site Conditions 

Thoroughly assess the work site/area conditions when doing air conditioning maintenance and ensure that:

  1. A risk assessment of the air conditioning maintenance work is conducted
  2. Suitable access and adequate space to conduct air conditioning maintenance work safely
  3. Consult with all stakeholders on potential hazards and risks when conducting air conditioning maintenance work
  4. Consultation with all relevant workers and personnel for Air Conditioning Maintenance SWMS details
  5. If conducting Air Conditioning Maintenance at night, ensure there is adequate lighting
  6. Check that the work environment is suitable for air conditioning maintenance work 

Air Conditioning Maintenance Training and Worker Qualifications

Ensure all workers have the appropriate licenses in conducting Air Conditioning Maintenance as well as any qualifications that maybe required for various air conditioning maintenance projects before starting work. If White Cards are required, retain copies of all cards, licenses and qualifications of personnel.

All personnel must: 

  1. Be trained and/or have received instructions on the Air Conditioning Maintenance SWMS including all safety and emergency procedures.
  2. Be qualified, knowledgeable and competent in Air Conditioning Maintenance operations and air conditioning maintenance work as well as all delegated tasks/responsibilities
  3. Be fully aware and understand the scope of work in relation to the Air Conditioning Maintenance SWMS

Below are some examples of some Control Measures to be implemented when creating your own Air Conditioner Maintenance Safe Work Method Statement Template: 

  • While assessing site, check for: 
  • Anchor points (suitable work load and position)
  • Proximity to power lines
  • Type of roof (pitched, tile, sky lights etc.)
  • Condition of roof (fragile, brittle etc.)
  • Presence of hazardous materials such as asbestos, lead, silica etc.)
  • Load bearing capacity of support walls, ceiling, roof
  • Height of work area
  • Access for equipment and materials
  • Number of persons expected on roof/ceiling space
  • Power supply
  • Location of existing services (heating, water, pipes, electrical leads)
  • Traffic Management requirements
  • Develop a site and task specific SWMS to control risks.
  • Make sure all suitable equipment are available for the job.For example:
  • Working at heights:
  • Make sure that scissor lift or step platforms are used. If ladders are the only option, ensure they are industrial, in good condition, are set-up correctly and secured both at the top and the bottom.
  • Where a roof pitch exceeds 35 degrees, never stand on the roof. Work from a cherry picker and use a scaffold or travel restraint system.
  • If using travel restraint or fall arrestors, ensure harness and clips are compatible, anchor points have been assessed by qualified persons, training undertaken and emergency plan is in place for rescue.
  • Manual handling:
  • Use hand trucks, cable trolleys to move materials (such as replacement units)
  • Use smaller sized cable drums
  • Power Tools:
  • Guards must be in place
  • Electrical leads should be in good condition and tested/tagged,RCDs must be in use
  • Proper for the job/used for purpose
  • Flame proof where required
  • Hazardous Materials:
  • If cutting/drilling into structures, determine the material type. Provide suitable personal protective equipment for short term works example:
  • Non-Friable Asbestos: Protective clothing, P1 or P2 half face (can be either disposable or cartridge)
  • Silica: P1 or 2 half face with particle cartridgeRefrigerant Gases: Correct for type of system Cylinders labelled including weight, fill capacity, type and within test date Material safety data sheets available. Ensure correct PPE for type/quantity. E.g.: Ammonia: More than 900kg impervious protective clothing with Self Contained Breathing Apparatus(SCBA) 25 mins effective life
  • Group B2: less than 225kg at least full face respirator with appropriate cartridge Group B2: more than 225: 2 f/face respiratorsQuantity of any type more than 900kg: SCBA
  • Make sure that:
  • Adequate Operating and Maintenance manual available for specific system
  • AC system has been designed by qualified persons and meets relevant standards for design and installation
  • If cooling towers present evidence is obtained for previous testing/inspections including:
  • Biocide dosing
  • Regular cleaning
  • Monthly heterotrophic counts
  • Water testing
  • Unacceptable results have been rectified
  • Where in-house gas alarms/detectors are in use, seek evidence of regular testing, calibration and correct placement for type of gas(e.g.: both sides of compressor and downwind of machinery towards vents, high or low based on gas density to air)
  • Communication systems in place
  • Note: In absence of adequate operating/maintenance manual, seek advice from suitably qualified persons to determine maintenance requirements, including:
  • Types of disinfectant required (for water systems)
  • Type of refrigerant gases
  • Pressure settings
  • Electrical settings
  • Flow/valves and fittings
  • How to isolate areas for repair works
  • Make sure that:
  • Traffic management is in place where required
  • Sufficient Lighting is present
  • Suitable weather conditions exist
  • Equipment is operational and in good condition
  • Materials are available as required
  • Electrical leads are not placed in areas where they will pose a tripping hazard or run over
  • Safety instructions for refrigerant gases is available
  • Cylinders are undamaged and caps present on valves
  • PPE are in suitable condition (including harnesses, respirators, hearing protection, coveralls etc.)
  • Gas detectors are calibrated, tested and functional
  • Make sure that:
  • Equipment room is clear of tripping hazards
  • Refrigerant pipes are insulated
  • Belts, pulleys, rotating shafts, fans are guarded
  • Electrical parts are covered
  • Pressure gauges can be read and compared to the maintenance manual for required settings
  • Isolate area for maintenance / repair.
  • If required:
  • De-energise and use lock-out/tag-out system
  • If repair works includes welding or other hot works:
  • Isolate section
  • Remove all refrigerant gases and purge with inert gas
  • Thoroughly ventilate (open the doors, windows and use mechanical ventilation if required)
  • Ensure fire protection equipment is accessible
  • Obtain Hot Work Permit
  • Follow task specific SMWS and maintenance manual.
  • Ensure work areas are cleared of off-cuts/ tripping hazards regularly.
  • Use only replacement parts as specified by manufacturer.
  • Use pipe cutters and cable strippers rather than hacksaws and knives.
  • Handling cylinders:
  • Ensure correct type
  • Secured (use trolleys/hand-trucks)
  • Do not drag, slide, roll or drop
  • Do not allow them to strike each other
  • Do not lift by valve
  • Do not suspend (unless manufacturer approved attachment points are provided)
  • Keep away from anything flammable and oxidisers
  • When filling refrigerant gases:
  • Only fill to manufacturer's recommendations
  • Fill into low pressure side of the system
  • Disconnect the service container as soon as filling is complete
  • When discharging refrigerant gases:
  • Weigh the container during transfer to ensure no overfill.
  • When working in ceiling spaces:
  • avoid entering ceiling space ®C work from solid platform. If required, to enter, ensure joists / purlons are capable of holding weight of person and equipment and tested for Load capacity
  • Don’t stand on fragile areas ®C such as on plasterboard
  • Walk along planks and crawl if required.
  • Avoid putting face too close to work. Stand to side when tightening with pipe wrenches and strip cable away from body.
  • Avoid working in static or awkward postures (such as bending or working with arms raised above head height) for more than 30 minutes at a time and/or 2 hours over entire shift. Ensure regular rest breaks taken.
  • Check for refrigerant leakage from pipe connectors. Use appropriate gas detector or soapy water in a spray bottle.
  • If bubbles form, tighten all fittings and re-check.
  • Check for leaks and proper pressure on completion of work.Test as required.
  • Complete logbooks/service history etc.
  • Only undertake work allowed under specific license. Example:
  • Electrician License is required for electrical installations
  • Refrigerant Mechanic with a Restricted License cannot perform electrical installation work. However, they can disconnect and connect electrical equipment and replace with like components of the a/c and refrigerant equipment.
  • Develop and implement an emergency response plan for the site. Include:
  • assembly points
  • communication
  • responsible persons
  • emergency contacts (including nearest medical facility)
  • emergency rescue plan (if required)