Isolation Of Plant And Machinery Safe Work Method Statement

Isolation Of Plant And Machinery Safe Work Method Statement (SWMS Template) delivered in Microsoft Word format for easy editing.

Isolation Of Plant And Machinery Safe Work Method Statement

Isolation Of Plant And Machinery 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 big contract or government tender - the Isolation of Plant and Machinery Safe Work Method Statement is easy to customise, easy to use and integrate into your current Safety Management System. If you don't have a Safety Management System, we need to talk, seriously, you don't need 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 onsite, save you loads of time and are very user-friendly. This way, you can get on with doing what you do best.

The Isolation Of Plant And Machinery 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 on site conditions
  4. Set up work area
  5. Temporary Traffic Control (TMP)
  6. Delivery of materials and equipment
  7. General precautions
  8. Basic isolation procedure
  9. Isolation of plant and machinery
  10. Isolation checks
  11. Return to service
  12. Lock out procedures
  13. Use of tags
  14. On completion

The Isolation Of Plant And Machinery Safe Work Method Statement, includes;


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

Your Isolation Of Plant And Machinery Safe Work Method Statement is ready to be used in three easy steps:

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

Now that your Safe Work Method Statement (SWMS) is ready for use, you can also make the SWMS document available as a training resource for activities such as WHS-OHS Toolbox Meeting Talks or Workplace Inductions.

Bluesafe Quick Tips:

  1. Isolate the supply, disconnecting the system from the mains.
  2. Test your voltage detector to make sure that it is working properly.
  3. Identify the source(s) of supply using the voltage detector or test equipment.

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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 Isolation Of Plant And Machinery 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 isolation of plant and machinery project as needed, making sure that your Isolation Of Plant And Machinery SWMS Template addresses any site specific risks.

The fastest and most cost effective solution would be to purchase a Bluesafe Isolation Of Plant And Machinery SWMS Template. However, if you decide to take the route of writing your own isolation of plant and machinery SWMS.

There are some fundamental requirements and information which you may want to consider adding to your Isolation Of Plant And Machinery SWMS such as:

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

Note: The Isolation Of Plant And Machinery SWMS must be kept and be available for inspection at least until the isolation of plant and machinery work is completed. Where the Isolation Of Plant And Machinery SWMS is revised, all versions of the SWMS Template should be kept. If a notifiable incident occurs in relation to the Isolation Of Plant And Machinery Safe WorkMethod Statement, the Isolation Of Plant And Machinery SWMS must be kept for a minimum of two years from the date of the incident. 

Your Isolation Of Plant And Machinery Safe Work Method Statement Template should list any high risk construction work, such as:

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

Your Isolation Of Plant And Machinery Safe Work Method Statement should also identify any high-risk machinery or equipment in operation near the work site, such as: 

Your Isolation Of Plant And Machinery SWMS should also list any Personal Protective Equipment such as:

  • Foot Protection - Boots or closed in shoes
  • Hand Protection - 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 Isolation Of Plant And Machinery SWMS must be reviewed continually to ensure it remains effective and relevant. The Isolation Of Plant And Machinery SWMS must be reviewed (and revised if necessary) if relevant control measures in relation to isolation of plant and machinery work are revised. The review process should be carried out in consultation with workers (including contractors and subcontractors) who may be affected by the Isolation Of Plant And Machinery and their health and safety representatives who represented that work group at the workplace.

When the Isolation Of Plant And Machinery SWMS has been revised, the person conducting a business or undertaking must ensure:

  1. All persons involved in the isolation of plant and machinery work are advised that a revision has been made and how they can access the revised Isolation Of Plant And Machinery 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 Isolation Of Plant And Machinery SWMS; and,
  3. Workers that will be involved in the isolation of plant and machinery work are provided with the relevant information and instruction that will assist them to understand and implement the revised Isolation Of Plant And Machinery SWMS.

When preparing your Isolation Of Plant And Machinery 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 Isolation Of Plant And Machinery.

When writing your Isolation Of Plant And Machinery SWMS, establish any policies, procedures and systems for working with Isolation Of Plant And Machinery in consultation with the Principal Contractor and workers while being sure to establish:

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

Assessment of Site Conditions

Thoroughly assess the work site/area conditions when during isolation of plant and machinery and ensure that:

  1. A risk assessment of the isolation of plant and machinery work is conducted
  2. Suitable access and adequate space to conduct isolation of plant and machinery work safely
  3. Consult with all stakeholders on potential hazards and risks when conducting isolation of plant and machinery work
  4. Consultation with all relevant workers and personnel for Isolation Of Plant And Machinery SWMS details
  5. If conducting Isolation Of Plant And Machinery at night, ensure there is adequate lighting
  6. Check that the work environment is suitable for isolation of plant and machinery work

Isolation Of Plant And Machinery Training and Worker Qualification 

Ensure all workers have the appropriate licenses in conducting Isolation Of Plant And Machinery as well as any qualifications that may be required for various isolation of plant and machinery 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 Isolation Of Plant And Machinery SWMS including all safety and emergency procedures.
  2. Be qualified, knowledgeable and competent in Isolation Of Plant And Machinery operations and isolation of plant and machinery work as well as all delegated tasks/responsibilities
  3. Be fully aware and understand the scope of work in relation to the Isolation Of Plant And Machinery SWMS

Below are some examples of some Control Measures to be implemented when creating your own Isolation Of Plant And Machinery Safe Work Method Statement Template:

  • Before the work is required to be carried out on plant and machinery, isolation procedures must be developed and tested.
  • All relevant personnel must be trained and instructed in lock out and isolation procedures.
  • Plant or machinery that is being worked on, must be barricaded for restricting access.
  • Workers must be assessed by tests for competency in isolation procedures.
  • No Entry signs must be posted on work areas.
  • Identify all sources of energy by inspecting the plant or machinery.
  • When stored energy sources are de-energised, some parts of the plant or machinery may fall or move under their own weight; brace or block such moving parts.
  • The plant or machine must be shut down at the control switch, then isolated and locked out of all energy sources such as steam, gas, air, electricity, etc.
  • Before disabling interlocks and removing guards, make sure all stored energy sources are de-energised. These could include capacitors, hydraulic lines, air lines, etc.
  • Before commencing work, all potential hazards such as energy sources (valves, switches, etc.), and controls must be locked out and tagged.
  • Before isolating, make sure all sources have been identified.
  • Make sure parts cannot move on their own.
  • If there is a shut down procedure, it should be followed before isolation.
  • Pressure lines and vessels must be bled and drains and vents opened.
  • Make sure all controls are tagged and locked out.
  • Make sure all parts of the plant or machine have stopped moving.
  • Anti-static wires and ground wires must be installed to eliminate build-up of static
  • The trapped pressure in hydraulic systems and pipelines must be relieved.
  • Movement or spring-loaded parts must be blocked or the spring tension released.
  • Block or brace parts that could fall under gravity.
  • Parts, which could move when hydraulic or pneumatic pressure is released, must be blocked.
  • Leave vents open and bleed the pressure lines.
  • To prevent flow of materials, close valves and drain process pipelines. If any valve fails to shut completely, a blanking plate can be used to block the line.
  • For removing hazardous material, purge the process lines and the reactor tanks.
  • If not possible to dissipate extreme cold or heat, provide protective clothing.
  • Parts of the system where stored energy may re-accumulate, must be monitored.
  • Performing isolation checks must be done only by a competent and authorised person possessing a full knowledge and understanding of the plant or machinery.
  • Disposal of materials or recycling must be done in the proper manner.
  • Faulty parts must be repaired or replaced.
  • Wearing PPE as required by the MSDS, for eye, hand, face, body, foot, and respiratory protection is advisable.
  • Electrical testing must be carried out by competent and authorised person only.
  • Air or gas leak must be tested by using soapy water.
  • Never touch areas where there may be fluids under pressure such as hydraulics.
  • Inspect all electrical isolators, and replace any faulty ones.
  • Wearing of appropriate PPE is essential.
  • Make sure that selected tests are appropriate for the substances being detected.
  • Make sure all personal danger tags and all lockout devices have been removed.
  • If a tag or lock is found not removed, the person who placed the tag or lock must be summoned for removing them personally.
  • Accounting for each of the lock out devices issued to all the persons must be accounted for, by the persons themselves.
  • Before start up, make sure all non-essential persons are clear of the area.
  • Unless all tags and locks are removed from isolators, isolation must not allow return to service.
  • Locks must have a system for control.
  • Start up must follow documented procedures.
  • Individual keys and individual locks must be provided to all persons.
  • If possible, have a single key for all locks used by one person.
  • The person, to whom they keys were issued, must maintain the possession of the keys.
  • Never make available master keys or duplicate keys in the work area.
  • If more than a single person is working on a plant, each person must attach their own tag and lock to the isolators.
  • If isolation is required for more than one energy source, every person must place their tag and lock on each isolator.
  • Identification of a lockout on an isolator may be done with the identifier of the person placing it, together with the personal danger tag of the person.
  • Means of safe-keeping must be provided.
  • Keys must be provided with identification.
  • Keys must never be handed over to another person, what ever be the reason.
  • All persons must attach tags and locks individually.
  • Instead of multiple locks on the isolators, lock boxes maybe used.
  • The tag or the lock is to be removed only by the person who placed the tag or the lock.
  • These tags are to be used only by persons who will be or are working on the plant, and must provide details of the person who placed the tag.
  • The lock must have a complete personal danger tag attached.
  • When not being worked on, do not leave a personal danger tag on an item; remove it and replace with an out-of-service tag.
  • Plant or equipment awaiting service or repair must only be tagged with out of service tags. These must be replaced with the personal danger tag of the person working on the plant or machinery.
  • Remove out of service tags before the item is returned to service.
  • Do not use an item with an out of service tag, until the item is declared safe to use by a competent person or until all faults are cleared.
  • Personal danger tags are required to carry clear and indelible details of the person who placed the tags.
  • A personal danger tag must be removed only by the person who attached it.
  • The out of service tag must be replaced by the personal danger tag or the person carrying out the work.
  • Never use or return an item to tool store when it has a service tag attached.

National: View the Model Codes of Practice for Excavation Work on Safe Work Australia's website here.
Victoria: Victoria's Code of Practice for Excavation Work may be viewed on Work Safe Victoria's website here.