Product Overview

This Safe Work Method Statement (SWMS) sets out the step-by-step procedures, hazards, and control measures for safe lubrication, greasing and preventative maintenance activities on machinery and equipment. It is a comprehensive document that consolidates multiple maintenance tasks into one easy-to-use resource to support WHS compliance and effective risk management on Australian worksites.

Activities & Specific Tasks Covered

This document includes specific risk controls for:

• Planning and preparing for lubrication, greasing and preventative maintenance works, including isolations and permit requirements
• Corrosion control measures, including inspection, cleaning, and application of protective coatings or lubricants to exposed metal surfaces
• Lubricating moving parts such as bearings, chains, gears, rollers and linkages to minimise wear, friction and overheating
• Safe machinery lubrication tasks using manual grease guns, centralised lubrication systems and automated dispensers
• Performing preventative machine maintenance to manufacturer specifications, including adjustments, replacements and functional checks
• Carrying out scheduled maintenance activities in accordance with maintenance logs, OEM manuals and site maintenance plans
• Conducting periodic maintenance checks on guards, fasteners, belts, couplings and safety devices to ensure ongoing integrity
• Preventive maintenance on automatic doors, shutters and gates, including sensors, tracks, hinges, actuators and control systems
• Routine manual servicing and repair of machinery, including safe removal and reinstallation of components
• Selection, handling and storage of lubricants, greases, aerosols and cleaning agents, including SDS and chemical safety controls
• Implementation of lock out/tag out (LOTO) and isolation procedures to prevent inadvertent start-up during maintenance
• Managing slips, trips and falls from spilled lubricants through housekeeping, spill kits and designated work areas
• Use of appropriate personal protective equipment (PPE) for lubrication and maintenance tasks, including gloves, eye and face protection
• Manual handling risk controls when lifting, carrying or positioning components, tools and lubricant containers
• Environmental controls for waste oil, grease, rags and contaminated materials to prevent pollution and ensure compliant disposal

Who is this for?

This SWMS is designed for maintenance technicians, fitters, mechanical trades, facility managers, automatic door technicians, and site supervisors responsible for machinery lubrication, greasing and preventative maintenance activities.

Specific Job Steps & Hazards Covered

Legislation & References

This document was researched and developed to align with:

• Work Health and Safety Act 2011
• Work Health and Safety Regulations 2017
• Code of Practice: Managing Risks of Plant in the Workplace – guidance on safe use, maintenance and inspection of plant and machinery
• Code of Practice: How to Manage Work Health and Safety Risks – framework for identifying hazards, assessing risks and implementing controls
• Code of Practice: Managing the Work Environment and Facilities – requirements for safe, clean and well-maintained work areas
• Code of Practice: Hazardous Chemicals – safe storage, handling and use of oils, greases, solvents and other maintenance chemicals
• AS/NZS 4024 Safety of Machinery (series) – principles for guarding, interlocks and safe design of machinery subject to maintenance
• AS/NZS 4801 Occupational Health and Safety Management Systems – systematic approach to managing WHS risks in maintenance operations