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Hazardous Energy Isolation VOC Assessment Template

Check that each worker can isolate your plant correctly, every time: knowledge questions, a practical observation of a real isolation and a clear, recorded outcome.

  • TaskHazardous energy isolation (lockout tagout)
  • DocumentsVOC assessment
  • FormatsWord (.docx), Excel (.xlsx), editable
  • CodeDOC-ISO-VOC
  • Version1.0 · 547 KB ZIP

About this document

A verification of competency (VOC) assessment checks that a worker can isolate hazardous energy safely on your plant: identify every energy source, isolate, lock and tag, dissipate stored energy, test for zero energy, and remove the isolation safely. This template gives the assessor a structured way to do it, and a record that shows how the decision was made.

It combines knowledge questions with a marking guide, a practical observation checklist, the evidence the assessor should collect and safety-critical fail criteria (no test for zero energy, for example, is a fail whatever the rest of the score). The assessor and the worker sign off the outcome, and the Excel VOC register tracks who has been assessed and when reassessment is due.

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

  • Supervisors and maintenance leads who authorise workers to isolate plant
  • Manufacturing, processing, mining, agricultural and facilities businesses
  • WHS advisers setting one isolation standard across shifts, sites or contractors
  • Workplace assessors verifying that workers isolate correctly, every time

What it helps you do

  • Assess every worker against your isolation procedure, on your own plant
  • Record the evidence behind each competent or not yet competent decision
  • Stop the assessment on a safety-critical error, such as no test for zero energy
  • Track who has been assessed, by whom, and when reassessment is due
  • Keep a clear record to show a client, auditor or inspector how workers were verified

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

FileFormatWhat it is for
Isolation VOC Assessment ToolWord (.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 RegisterExcel (.xlsx)A register of everyone assessed: date, assessor, licence or authorisation sighted, outcome and when reassessment is due.

How the documents work together

The VOC checks a worker against your isolation procedure. The Hazardous Energy Isolation Pack includes this VOC with the isolation procedure it assesses against, an isolation record and a supervisor field verification checklist of isolation controls.

Safe work instruction

Tells the operator what to do

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

In the pack

VOC assessment

Checks they can do it

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

Included

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

  • An assessor who is competent in your isolation procedure and in assessing others
  • Your isolation procedure, isolation points and lock and tag system
  • Plant that can be isolated safely for the observation, under supervision
  • A licensed electrician for any electrical isolation that requires one

Before you use them

  • 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.
  • 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

Can anyone do an electrical isolation once they pass the VOC?

No. Electrical isolation work may require a licensed electrician. Follow the manufacturer's instructions and your site's isolation procedure. The VOC checks that a worker follows your isolation procedure; it does not authorise electrical work.

Who should conduct the assessment?

Someone competent in your isolation procedure and in assessing others, often a maintenance supervisor, a WHS adviser or a workplace trainer and assessor. The template guides the assessment; it does not make the assessor competent.

How often should workers be reassessed?

Set the interval from your own risk assessment. Common triggers are new or modified plant, a change to the isolation procedure, an incident or near miss, an isolation done wrongly in the field, and a worker returning after a long absence.

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 guide in the pack 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 $69.00 is the total, including $6.27 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 Procedure Template

For: Owners, supervisors and WHS advisers

The isolation procedure from the pack, on its own: the steps, hazards and controls, stop points, emergencies and sign-off, in editable Word.

What's included
  • Isolation steps with clear stop points
  • Hazards and controls, most effective first
  • Emergencies, consultation, approval and review
  • Worker acknowledgement, plus a setup note

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