Pallet Jack Safe Work Method Statement

Pallet Jack Safe Work Method Statement (SWMS Template) delivered in Microsoft Word format for easy editing.

Pallet Jack Safe Work Method Statement

Pallet Jack 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 Pallet Jack Safe Work Method Statement is easy tocustomise, 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, and 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 Pallet Jack 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. Storage and handling
  8. Paint mixing
  9. Use
  10. Spills and disposal
  11. On completion

The Pallet Jack Safe Work Method Statement, includes;


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

Your Pallet Jack 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.

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. Using proper lifting techniques when loading/unloading and operating the pallet jack.
  2. Never placing your feet under a machine.
  3. Never exceed the advised capacity.

Pallet Jack Safe Work Method Statement

  • High quality and ready to use Pallet Jack Safe Work Method Statement.
  • Instant Delivery.
  • Fully editable Safe Work Method Statement Template.
  • Easy to use - no fuss customisation.
  • Referenced to AS/NZS (Standards) and 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 Pallet Jack 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 pallet jack project as needed, making sure that your Pallet Jack SWMS Template addresses any site specific risks.

The fastest and most cost effective solution would be to purchase a Bluesafe Pallet Jack SWMS Template. However, if you decide to take the route of writing your own pallet jack SWMS.

There are some fundamental requirements and information which you may want to consider adding to your Pallet Jack SWMS such as:

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

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

Your Pallet Jack Safe Work Method Statement Template should list any high risk construction work, such as:

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

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

Your Pallet Jack 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 Pallet Jack SWMS must be reviewed continually to ensure it remains effective and relevant. The Pallet Jack SWMS must be reviewed (and revised if necessary) if relevant control measures in relation to pallet jack work are revised. The review process should be carried out in consultation with workers (including contractors and subcontractors) who may be affected by the Pallet Jack and their health and safety representatives who represented that workgroup at the workplace.

When the Pallet Jack SWMS has been revised, the person conducting a business or undertaking must ensure:

  1. All persons involved in the pallet jack work are advised that a revision has been made and how they can access the revised Pallet Jack 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 Pallet Jack SWMS; and,
  3. Workers that will be involved in the pallet jack work are provided with the relevant information and instruction that will assist them to understand and implement the revised Pallet Jack SWMS.

When preparing your Pallet Jack 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 Pallet Jack.

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

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

Assessment of Site Conditions 

Thoroughly assess the work site/area conditions when working with pallet jack and ensure that 

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

Pallet Jack Training and Worker Qualifications 

Ensure all workers have the appropriate licenses in conducting Pallet Jack as well as any qualifications that may be required for various pallet jack 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 Pallet Jack SWMS including all safety and emergency procedures.
  2. Be qualified, knowledgeable and competent in Pallet Jack operations and pallet jack work as well as all delegated tasks/responsibilities
  3. Be fully aware and understand the scope of work in relation to the Pallet Jack SWMS

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

  • Be careful when moving and handling pallets.
  • Obtain assistance with large or extremely heavy pallets, especially in restricted work areas ensure that proper manual handling procedures are followed.
  • Never use broken or damaged pallets. Rectify any protruding nails. Always wear hand protection.
  • Make sure that pallets are away from all products and packing material before stacking make sure that pallets are stacked in a line on a level, even surface.
  • Never place a greater load on a pallet than it was built to carry always check the weight of pallet before moving it.
  • Be careful that load being moved on pallet jack does not move or fall wearing Type 1 protective footwear is necessary.
  • Make sure that all jack controls operate properly.
  • Pallets must never be loaded in excess of the working load limit of the unit never overload pallet jack.
  • Use legs and body weight to move pallet jack ensure proper manual handling procedures are followed.
  • Never use pallet jack over rough or uneven surfaces.
  • Make sure that the jack is free from load before attempting to remove from under pallet.
  • Pallet jacks are unstable when steered with the handle in an upright position.
  • Never allow other persons to ride on pallet jack, pallet or load also never ride on pallet jack, or use as scooter.
  • Regularly Inspect all the lifting equipment to make sure that it is safe to operate never use faulty equipment.
  • Make sure that all castors and rollers rotate and turn freely.
  • Check oil level and seals if pallet jack does not remain at height under load.
  • Check for signs of leakage of fluid, and for cracks, distortion or damage clean up any oil spills.

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.