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Hazardous Energy Isolation Procedure Template

The isolation procedure from the Hazardous Energy Isolation Pack, on its own: what the worker does, step by step, the hazards and controls, and when to stop.

  • TaskHazardous energy isolation (lockout tagout)
  • DocumentsSafe work instruction (SWI)
  • FormatsWord (.docx), editable
  • CodeDOC-ISO-SWI
  • Version1.0 · 307 KB ZIP

About this document

A isolation procedure tells the worker how to do the work safely at your site: the purpose and scope, who may do the work, the equipment, the hazards and their controls (most effective first), PPE, the steps with clear stop points, emergencies, consultation and approval, and a signed acknowledgement. A short setup note lists what to adapt and every placeholder.

It is the same document as in the Hazardous Energy Isolation Pack, word for word. The Hazardous Energy Isolation VOC Assessment Template checks a worker can do the work in it, and the Hazardous Energy Isolation Field Verification Checklist checks on site that the controls it relies on are working. Both are sold on their own too. The Hazardous Energy Isolation Pack contains all of them, with the isolation record and a setup guide.

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.

Who it is for

  • Businesses whose workers do hazardous energy isolation
  • Supervisors who brief workers on how the work is done at their site
  • Businesses that already verify competency and need the isolation procedure the VOC checks against
  • WHS advisers replacing an instruction that does not match the site

What it helps you do

  • Give workers one clear instruction that matches how your site works
  • Mark the points where the work stops until a condition is met
  • Record who was consulted, who approved it and when it is reviewed
  • Brief each worker and keep their signed acknowledgement
  • Give the VOC and the field verification something to check against

What is included

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 Setup Note, a Product Overview, the Permitted Use Terms and Version Information (PDF).

FileFormatWhat it is for
Hazardous Energy Isolation ProcedureWord (.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.

How the documents work together

The isolation procedure is where the documents start: the VOC checks a worker can do the work in it, the isolation record covers each job, and the field verification checks the controls it relies on. The Hazardous Energy Isolation Pack contains all four.

Safe work instruction

Tells the operator what to do

The steps, hazards and controls for the task, written for the person doing it.

Included

VOC assessment

Checks they can do it

Verifies each operator against that same instruction, on your equipment, with evidence and a clear outcome.

In the pack

Isolation record

Records every isolation

The isolation points, locks and tags applied, the zero-energy test, and who applied and removed them.

In the pack

Field verification

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.

In the pack

What supervisors find in the field feeds back into the instruction and the VOC.

Set it up for your site

Before first use, adapt the documents to:

  • Your plant and systems: every energy source (electrical, hydraulic, pneumatic, stored mechanical, gravity, thermal, chemical)
  • Each isolation point, and how it is isolated, locked, tagged and tested for zero energy
  • Your lock, tag and key system, and group isolation arrangements if you use them
  • The manufacturer's instructions, which take priority over anything generic
  • Who may isolate what, including work that needs a licensed electrician
  • Consult the workers who do the work, and review after an incident, a near miss or a change to the plant

What you need

  • A list of your plant, its energy sources and isolation points
  • Your site layout and your local controls
  • Someone competent to adapt the isolation procedure and brief the workers
  • Time to consult the workers who will use it

Before you use them

  • Electrical isolation work may require a licensed electrician. Follow the manufacturer's instructions and your site's isolation procedure.
  • The documents must be adapted to your equipment, the manufacturer's instructions, your site and your local controls before they are used.
  • 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.

Questions about this document

Is it the same as the isolation procedure in the pack?

Yes, word for word. It is the isolation procedure from the Hazardous Energy Isolation Pack, sold on its own with a short setup note.

Should we buy the pack instead?

If you need more than this one document, yes. The Hazardous Energy Isolation Pack contains this document, the VOC assessment, the isolation record and the field verification checklist, written to work together, with a setup guide. The isolation record and the setup guide are only in the pack.

Does it replace a licence or a VOC?

No. 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.

Does it replace the manufacturer's instructions?

No. Where the manufacturer's instructions differ, follow the manufacturer and change the document to match.

Do you need a licence to do lockout tagout?

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.

What is the difference between isolation and lockout tagout?

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.

Can we edit the documents?

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.

Do we need to adapt them before use?

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 note in the download lists what to change.

Will these documents make us compliant?

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.

Is GST included in the price?

Yes. Every price in the store includes GST, so $49.00 is the total, including $4.45 GST. Your receipt is a tax invoice showing the GST.

How are the files delivered?

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.

Can we order by invoice, or for several sites?

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.

Can we use them at more than one site?

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.

Can we use them outside Australia?

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.

What is your refund policy?

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.

Goes well with

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.

Isolation and Lockout Awareness

For: Workers who maintain, clean, clear or adjust plant and equipmentDuration: 20–30 minutes

For workers who clean, clear, maintain or adjust plant: why every energy source must be isolated, locked and proved dead before hands go in.

What's included
  • Editable slides with speaker notes, plus PDF
  • Facilitator guide and participant handout
  • Multiple-choice assessment with answer key
  • Attendance record form and certificate template

Electrical Safety Awareness

For: All workersDuration: 20–30 minutes

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.

What's included
  • Editable slides with speaker notes, plus PDF
  • Facilitator guide and participant handout
  • Multiple-choice assessment with answer key
  • Attendance record form and certificate template

Plant and Machine Guarding Awareness

For: Workers who use or work near machineryDuration: 20–30 minutes

For workers who use or work near machines: how moving parts injure, how guards work, and why a guard is never removed or bypassed.

What's included
  • Editable slides with speaker notes, plus PDF
  • Facilitator guide and participant handout
  • Multiple-choice assessment with answer key
  • Attendance record form and certificate template

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.

Related documents

Hazardous Energy Isolation Pack

For: Businesses whose workers maintain or clear plant

Hazardous energy isolation procedure, isolation record, VOC assessment and a supervisor field verification checklist of isolation controls, written to work together.

What's included
  • Hazardous energy isolation procedure
  • Isolation VOC assessment, with an Excel VOC register
  • Isolation record and supervisor field verification checklist
  • Setup guide: what to adapt for your plant

Hazardous Energy Isolation VOC Assessment Template

For: Supervisors, maintenance leads and workplace assessors

Verify that workers isolate plant correctly: lockout tagout knowledge questions, practical observation of an isolation, fail criteria and sign-off.

What's included
  • Knowledge questions with a marking guide
  • Practical observation of an isolation
  • Evidence requirements and safety-critical fail criteria
  • Assessor sign-off, plus an Excel VOC register

Hazardous Energy Isolation Field Verification Checklist

For: Supervisors, managers and WHS advisers

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.

What's included
  • Checks marked Pass, Not met or N/A, with the evidence seen
  • Critical controls marked, with same-shift escalation
  • Questions for the people doing the work
  • Actions, owners, due dates and sign-off, plus a setup note