Field Service starter

Risk assessment and method statement

Plan a job safely: hazards and controls, the method, protective equipment and permits, emergency details and a briefing record.

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4 pages, as Docable made them from sample records with the HelioGrid sample brand. The company, people and figures are made up.

  1. Page 1 of the risk assessment and method statement starter, made with the HelioGrid sample brand.
    Page 1
  2. Page 2 of the risk assessment and method statement.
    Page 2
  3. Page 3 of the risk assessment and method statement.
    Page 3
  4. Page 4 of the risk assessment and method statement.
    Page 4

A risk assessment and method statement (a job hazard analysis with US wording) on a Work Order: a title panel with the job, date, author, version and an issue badge; the site, customer contact and supervisor; the job and scope with site photos (only when there are some); the engineers booked; a hazard table with example controls and residual-risk badges (5 x 5 scores or low, medium and high, picked when it is made); the work plan's steps (left out in an org without work plans) and a general method; tick boxes for protective equipment, access equipment and permits; emergency arrangements asked when it is made; a briefing record; the supervisor's and customer's signatures; document control; and a DRAFT watermark until it is issued.

Needs Field Service in the org; shows more when Work Plans is on.

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New template › Start from a quick start › Risk assessment and method statement. The draft opens with the fields in place.

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Previewed, signed and submitted in the Field Service app, even offline.

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