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Documents & Templates

Workshop Machines Safety & Competency Pack

Documents that work together for workshop machines: what the worker does, a check they can do it, a pre-use check every time, and a supervisor check that the controls are in place.

  • EquipmentWorkshop machines
  • TaskUsing tools and workshop machines
  • DocumentsVOC assessment, Safe work instruction (SWI), Pre-start checklist, Field verification checklist
  • FormatsWord (.docx), Excel (.xlsx), editable
  • CodeDOC-WSM-PACK
  • Version1.0 · 1.0 MB ZIP

About this pack

Most paperwork for this work is written separately and never quite lines up. These documents are written to work together. The safe work instruction tells the worker what to do. The VOC assessment checks they can do it. The pre-use checklist confirms the equipment is fit to use. The supervisor field verification checklist checks, on the job, that the controls the instruction relies on are actually in place.

A short setup guide tells you what to adapt before you use them. 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. Workers must have the training and competency your organisation and the tool require. A VOC does not replace it. Adjustments, cleaning and maintenance need the machine isolated under your isolation procedure.

Who it is for

  • Employers whose workers use workshop machines (lathe, drill press or milling machine)
  • Owners and managers setting up controls without a safety department
  • Supervisors who need a practical check that the controls are working
  • WHS advisers replacing documents that were written separately and do not line up

What it helps you do

  • Give workers one clear instruction that matches how your site works
  • Verify each one against that same instruction
  • Use the pre-use checklist before every job
  • Check on site that the controls are in place and working
  • Feed what supervisors find in the field back into the instruction and the VOC

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
How the Documents Work TogetherWord (.docx)How the documents in the pack fit together, and who uses each one, when.
Setup GuideWord (.docx)A short guide to what to adapt before use: your workshop machines equipment, the manufacturer's instructions, your work areas and your local controls.
Workshop Machines Safe Work InstructionWord (.docx)Step-by-step instruction for the worker: the pre-use check, guards, interlocks and the emergency stop, securing the work and tooling, removing chuck keys, loose clothing, hair and jewellery, operating, clearing swarf, and isolating the machine before adjustments or cleaning.
Workshop Machines Pre-use ChecklistWord (.docx)The check before use: guards and interlocks, the emergency stop, chuck and tooling, the work area and lighting, with clear do-not-use criteria.
Workshop Machines VOC Assessment ToolWord (.docx)The assessor's tool: the practical observation checklist, evidence requirements, safety-critical fail criteria, the outcome and sign-off.
Workshop Machines VOC Knowledge Questions (Candidate)Word (.docx)The knowledge questions, for the person being assessed to answer.
Workshop Machines VOC Marking Guide (Assessor)Word (.docx)The expected answers and marking guidance, for the assessor only.
Workshop Machines VOC RegisterExcel (.xlsx)A register of everyone assessed: date, assessor, licence or authorisation sighted, outcome and when reassessment is due.
Supervisor Field Verification ChecklistWord (.docx)For a supervisor in the workshop: checks that guards and interlocks work, emergency stops are tested, loose clothing and jewellery are controlled and machines are isolated for adjustments.

How the documents work together

Everything in the pack is written to the same work. The VOC assesses the worker against the safe work instruction, the pre-use checklist covers each job before it starts, and the field verification checks the controls the instruction relies on.

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.

Included

Pre-use checklist

Checks the equipment is fit to use

Before each use, with clear do-not-use criteria and what to do with a fault.

Included

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.

Included

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 equipment: make, model, capacity, attachments and any site-specific modifications
  • The manufacturer's operating instructions and data plate, which take priority over anything generic
  • Your site layout: traffic routes, pedestrian walkways, exclusion zones, loading areas and speed limits
  • Your local controls, procedures, emergency arrangements and reporting lines
  • Consult the workers who do the task, and your Health and Safety Representative if you have one
  • Review the documents after an incident, a near miss, new equipment or a change to the site

What you need

  • Your equipment details and the manufacturer's instructions
  • Where and in what conditions the work is done
  • Someone competent to adapt the documents, assess workers and verify the controls
  • Time to consult the workers who will use them

Before you use them

  • A VOC supports workplace competency verification. It does not replace a high risk work licence where one is required.
  • Workers must have the training and competency your organisation and the tool require. A VOC does not replace it. Adjustments, cleaning and maintenance need the machine isolated under your 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 pack

Why buy the pack rather than the VOC on its own?

A VOC needs something to assess against. The pack includes the safe work instruction the VOC checks, plus the pre-use checklist and the supervisor field verification checklist, all written to the same work, so what you instruct, what you assess and what you check in the field line up.

Does the pack include the VOC assessment?

Yes. The Workshop Machines 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.

Does the VOC replace a licence?

No. A VOC supports workplace competency verification. It does not replace a high risk work licence where one is required. Workers must have the training and competency your organisation and the tool require. A VOC does not replace it. Adjustments, cleaning and maintenance need the machine isolated under your isolation procedure.

Can we buy the documents separately?

Yes. The VOC assessment, the safe work instruction and the supervisor field verification checklist are each sold on their own. The pack contains all of them, plus the pre-use checklist and the setup guide, which are only in the pack.

Do you need a licence to use a lathe or drill press?

No licence is needed, but each user must be trained and competent on the machine, with the guards and emergency stop in place and working. Adjustments, cleaning and maintenance need the machine isolated. A VOC records that the worker can use your machines safely.

Can you wear gloves on a lathe?

Not near rotating parts: gloves, loose clothing, jewellery and long hair can be caught and pull a hand or arm in. Follow the manufacturer's instructions and your risk assessment for when gloves can be worn safely. The safe work instruction covers clothing and PPE for each machine.

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 $199.00 is the total, including $18.09 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.

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 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

Personal Protective Equipment Awareness

For: All workersDuration: 20–30 minutes

For every worker who wears PPE: where it sits in the hierarchy of control, and how to choose, fit, wear, look after and replace it so it actually protects.

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

Machine guarding and 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

Workshop Machines VOC Assessment Template

For: Supervisors, WHS advisers and workplace assessors

Verify workers: knowledge questions with a marking guide, a practical observation checklist, fail criteria and sign-off.

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

Workshop Machines Safe Work Instruction Template

For: Owners, supervisors and WHS advisers

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

What's included
  • Step-by-step instruction with clear stop points
  • Hazards and controls, most effective first
  • Emergencies, consultation, approval and review
  • Worker acknowledgement, plus a setup note

Workshop Machines 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