Documents that work together for isolation: a procedure that tells the worker what to do, a check they can do it, a record of every isolation, and a supervisor check that the locks, tags and zero-energy test are right.
Isolation documents are often written separately: a procedure in one place, a lock register in another, and no check that either is followed. These are written to work together. The isolation procedure tells the worker how to isolate. The VOC assessment checks they can do it. The isolation record captures each isolation as it happens. The supervisor field verification checklist checks, at the job, that the isolation is actually in place.
A short setup guide tells you what to adapt before you use them: your plant and its energy sources, your isolation points, your lock and tag system, the manufacturer's instructions and your local controls. Everything is in editable Word or Excel.
A VOC supports workplace competency verification. It does not replace a high risk work licence where one is required. Electrical isolation work may require a licensed electrician. Follow the manufacturer's instructions and your site's isolation procedure.
Delivered as one ZIP download. The files below are editable, and every Word document also comes as a PDF. Each download also includes Read Me First, a Product Overview, the Permitted Use Terms and Version Information (PDF).
| File | Format | What it is for |
|---|---|---|
| How the Documents Work Together | Word (.docx) | How the documents in the pack fit together, and who uses each one, when. |
| Setup Guide | Word (.docx) | A short guide to what to adapt before use: your plant and its energy sources, isolation points, lock and tag system, the manufacturer's instructions and your local controls. |
| Hazardous Energy Isolation Procedure | Word (.docx) | The isolation steps for the worker: identify every energy source, isolate, lock and tag, dissipate stored energy, test for zero energy, do the work, and remove isolations safely. |
| Isolation Record | Word (.docx) | Records each isolation: the plant, every isolation point, locks and tags applied, the zero-energy test, who applied and who removed them. |
| Isolation VOC Assessment Tool | Word (.docx) | The assessor's tool: the practical observation checklist, evidence requirements, safety-critical fail criteria, the outcome and sign-off. |
| Isolation VOC Knowledge Questions (Candidate) | Word (.docx) | The knowledge questions, for the person being assessed to answer. |
| Isolation VOC Marking Guide (Assessor) | Word (.docx) | The expected answers and marking guidance, for the assessor only. |
| Isolation VOC Register | Excel (.xlsx) | A register of everyone assessed: date, assessor, licence or authorisation sighted, outcome and when reassessment is due. |
| Supervisor Field Verification Checklist | Word (.docx) | For a supervisor at the job: checks that isolation points, personal locks, tags, the zero-energy test and the record are in place and correct before and during the work. |
Everything in the pack is written to the same isolation process. The VOC assesses the worker against the procedure, the isolation record captures each isolation as it happens, and the field verification checks the locks, tags and zero-energy test the procedure relies on.
Tells the operator what to do
The steps, hazards and controls for the task, written for the person doing it.
Included
Checks they can do it
Verifies each operator against that same instruction, on your equipment, with evidence and a clear outcome.
Included
Records every isolation
The isolation points, locks and tags applied, the zero-energy test, and who applied and removed them.
Included
Checks the controls are working on site
A supervisor checks on the floor that the controls the instruction relies on are in place and effective.
Included
What supervisors find in the field feeds back into the instruction and the VOC.
Before first use, adapt the documents to:
Before you use them
Yes. The isolation procedure covers lockout tagout (locks, tags and testing for zero energy) for hazardous energy of every kind, not only electrical, and the isolation record and field verification checklist are written to the same steps.
Yes. The Hazardous Energy Isolation VOC assessment tool, knowledge questions, marking guide and Excel VOC register are all in the pack, so there is no need to buy the VOC separately.
It covers isolating electrical energy as one energy source, but electrical isolation work may require a licensed electrician. Follow the manufacturer's instructions and your site's isolation procedure.
Yes. The VOC assessment, the isolation procedure and the supervisor field verification checklist are each sold on their own. The pack contains all of them, plus the isolation record and the setup guide, which are only in the pack.
No licence is needed to apply your site's locks and tags, but workers must be trained and authorised under your isolation procedure. Electrical work, and electrical isolation beyond what your procedure allows, may need a licensed electrician. The procedure sets out who may isolate what, and the VOC checks each worker against it.
Isolation is separating plant from every energy source so it cannot move or release energy while people work on it. Lockout tagout is how that isolation is secured and shown: a personal lock on each isolation point, a tag saying who applied it, and a test for zero energy before work starts. The procedure covers all three, and the isolation record keeps the evidence.
Yes. Every document is supplied in Word (.docx) or Excel (.xlsx), so you can add your logo, change the wording and adapt it to your workplace. The copyright notice must stay.
Yes. The documents must be adapted to your equipment, the manufacturer's instructions, your site and your local controls before they are used. The setup guide in the pack lists what to change.
No document can. Your duties are met by managing the risks in your actual workplace. Using them does not by itself make a workplace compliant with WHS or OHS laws. They support the work of managing the risk; they are not legal advice.
Yes. Every price in the store includes GST, so $249.00 is the total, including $22.64 GST. Your receipt is a tax invoice showing the GST.
As a ZIP download. Card purchases can be downloaded straight away from the confirmation page and by a link we email you. Download links expire after 14 days for security; you can request a new one at any time.
Yes. Use Request an Invoice to order through your normal procurement process, with a purchase order number and quantities if you need them. The files are released once payment is confirmed.
Yes, across your own organisation. The documents are licensed for internal use by the purchasing organisation. A consultant, labour hire business or training provider supplying them to clients needs separate written permission.
They are written for Australian workplaces and refer to Australian WHS and OHS laws and licences. A business elsewhere should replace those references with its own country's requirements. Everything is editable for that.
Your rights under the Australian Consumer Law are not affected. See the Refund Policy for how we handle a document that is faulty, not as described, or not what you ordered.
Licence and legal information here is general. It may not be correct in your jurisdiction: please check with your local WHS or OHS regulator.
Ordering for a business or several sites? Request an invoice. Other questions: contact us.
Start with a toolbox talk to brief the crew on the hazard, then use the safe work instruction, the VOC and the field verification checklist to set and check the controls.
For workers who clean, clear, maintain or adjust plant: why every energy source must be isolated, locked and proved dead before hands go in.
For workers who use electrical equipment or work near powerlines: how electricity injures, the checks before use, and what to do if someone is shocked.
For workers who use or work near machines: how moving parts injure, how guards work, and why a guard is never removed or bypassed.
Isolation is a common critical control. To manage it as one, with performance standards and field verification across the business, see the Critical Control Management series.
Verify that workers isolate plant correctly: lockout tagout knowledge questions, practical observation of an isolation, fail criteria and sign-off.
The isolation procedure from the pack, on its own: the steps, hazards and controls, stop points, emergencies and sign-off, in editable Word.
The supervisor's field verification checklist from the pack, on its own: checks on site that the controls for the work are in place and working.