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Instrumentation Safety Risk Assessment

This risk assessment covers instrumentation work from planning and area access through isolation, testing, maintenance and handover.

Activities covered include

  • Plan the work scope and confirm the correct asset, loop, drawings and work boundaries
  • Manage ignition sources and equipment use in hazardous areas
  • Reconnect, return equipment to service and complete handover activities

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Instrumentation Safety Risk Assessment
  • 100% Compliant with Australian WHS Acts & Regulations
  • Fully Editable MS Word & PDF Formats Included
  • Pre-filled Content - Ready to Deploy Immediately
  • Customisable - Easily Add Your Logo & Site Details
  • Includes 2 Years of Free Compliance Updates

Product Overview

This risk assessment covers instrumentation work from planning and area access through isolation, testing, maintenance and handover. It supports identifying hazards and considering controls for electrical, process, access, manual handling and operational risks.

Activities & Risks Covered

This assessment addresses activities and risks including:

  • Plan the work scope and confirm the correct asset, loop, drawings and work boundaries
  • Review access, site conditions, lighting, weather and nearby vehicle or mobile plant activity
  • Isolate relevant energy sources, apply lockout and prove equipment is de-energised
  • Carry out testing, fault finding and commissioning checks while managing unexpected equipment operation
  • Inspect and use instruments, tools and portable electrical equipment
  • Manage ignition sources and equipment use in hazardous areas
  • Control exposure to process pressure, chemicals and stored energy
  • Handle instruments, tools and related items while managing manual handling and ergonomic strain
  • Plan work in confined, remote or restricted locations, including communication and access to help
  • Reconnect, return equipment to service and complete handover activities

Who is this for?

For contractors, workers, supervisors and businesses carrying out instrumentation activities.

Activities & Hazards Covered

Activity Potential Hazards
Work planning and scope review
  • Wrong asset or loop identified
  • Outdated drawings or tags leading to unexpected energised parts
  • Unclear boundaries between electrical, process and mechanical systems
  • Unauthorised work or scope creep during troubleshooting
Access to work area and site conditions
  • Slips, trips and falls around plant rooms, cable routes and field instruments
  • Poor lighting, cramped access and awkward body position
  • Vehicle or mobile plant interaction in operating areas
  • Weather exposure affecting footing, visibility or electrical risk
Isolation, lockout and proving de-energised
  • Electric shock from contact with live conductors
  • Arc flash or burns from incorrect isolation
  • Inadvertent re-energisation by others
  • Stored or back-fed energy from multiple supplies, standby systems, UPS, generators or PV
Testing, fault finding and commissioning checks
  • Exposure to energised terminals during live testing
  • Loose leads, incorrect probes or poorly maintained meters
  • Unexpected operation of machinery, actuators or alarms during testing
  • Crush or entanglement hazards from rotating or moving equipment
Instruments, tools and portable electrical equipment
  • Damaged or incorrectly rated test equipment
  • Insulation failure on leads or insulated tools
  • Dropped tools entering live panels or damaging equipment
  • RCD not used in hostile or outdoor conditions
Hazardous areas and ignition sources
  • Ignition of flammable atmosphere during opening, testing or maintenance
  • Static discharge from equipment or clothing
  • Use of non-rated electrical devices in hazardous locations
  • Hot work or sparks introduced near process releases
Process pressure, chemicals and stored energy
  • Release of pressure from impulse lines, manifolds, tubing or instrument air
  • Chemical exposure from process media, cleaning agents or calibration gases
  • Injection injury, burns or respiratory irritation
  • Uncontrolled movement from pneumatic, hydraulic or spring-loaded devices
Manual handling and ergonomic strain
  • Strains from handling analysers, valve positioners, cylinders, batteries or tools
  • Awkward postures when working in cabinets, pits or at low level
  • Repetitive hand force during tubing, wiring or termination work
  • Fatigue reducing attention and increasing error rate
Confined, remote or restricted work locations
  • Reduced escape options in pits, vaults, ducts or enclosed plant spaces
  • Oxygen-deficient or contaminated atmosphere
  • Delayed help during lone or remote work
  • Communication failure during higher risk tasks
Reinstatement, functional return and handover
  • Incorrect reconnection causing shock, fault or equipment damage
  • Plant starting unexpectedly when power or air is restored
  • Defeated alarms, trips or interlocks left in service bypassed
  • Workers exposed during removal of locks, tags or temporary barriers

Need to tailor this risk assessment?

Use the BlueSafe Portal to add site-specific activities, hazards, controls, responsibilities and review details before the assessment is put into use.

Acceptance Guaranteed: If your client or principal requests changes during document review, BlueSafe will help revise the document at no extra cost and support resubmission until it is accepted.

Legislation & References

The template records model guidance used to inform the documented controls. Applicable WHS/OHS laws and adopted Codes vary by state or territory, so confirm the current local requirements when tailoring the assessment:

  • Model guidance: Model Code of Practice: Managing risks of plant in the workplace — 4.1 Guarding plant; p. 39.
  • Model guidance: Model Code of Practice: Managing electrical risks in the workplace — 2.1 Identifying the hazards; p. 14.
  • Model guidance: Model Code of Practice: Managing the work environment and facilities — 2. The work environment; p. 13.
  • Model guidance: Model Code of Practice: Hazardous manual tasks — 4.1 The hierarchy of control measures; p. 31.
  • Model guidance: Model Code of Practice: Confined spaces — 3.4 Assessing the risks; p. 24.
  • Model guidance: Model Code of Practice: Work health and safety consultation, cooperation and coordination — 3. What is effective consultation?; p. 13.
  • Model guidance: Model Code of Practice: How to manage work health and safety risks — 3. Step 2 — How to assess risks; p. 15.
  • Model guidance: Model Code of Practice: Managing risks of hazardous chemicals in the workplace — 2.1 How to identify which chemicals are hazardous; p. 15.
  • Model guidance: Model Code of Practice: Managing the risk of fatigue at work — Provide sufficient breaks while at work; p. 30.

Standard Risk Assessment Features (Click to Expand)
  • Activity-specific hazard identification and control measures
  • Initial and residual risk ratings
  • Assigned responsible persons for each activity
  • Risk matrix and assessment classification
  • Review, monitoring and sign-off fields
  • Site-specific customisation before use

Suitable for Industries

Manufacturing and ProductionElectrical and SolarMining and Resources

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