Tagging and Isolation Risk Assessment

This risk assessment covers tagging and isolation activities, from planning and shutdown through to testing, work under isolation and return to service.

Activities covered include

Plan the isolation scope and identify plant, circuits, services and energy sources
Dissipate, restrain and manage stored energy
De-isolate, return equipment to service and manage emergencies

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Product Overview

This risk assessment covers tagging and isolation activities, from planning and shutdown through to testing, work under isolation and return to service. It supports planning by identifying energy-control hazards and considering controls for workers, work areas and changing isolation arrangements.

Activities & Risks Covered

This assessment addresses activities and risks including:

Plan the isolation scope and identify plant, circuits, services and energy sources
Coordinate affected workers and control access to isolation areas
Access plant rooms, switchboards and work areas safely
Shut down equipment and identify all energy sources
Apply locks, tags and secure isolation points
Dissipate, restrain and manage stored energy
Test for zero energy and verify the isolation is effective
Carry out work while maintaining isolation and communication
Manage temporary isolation changes for testing or fault-finding
De-isolate, return equipment to service and manage emergencies

Who is this for?

Suitable for contractors, workers, supervisors and businesses involved in tagging, isolating and returning plant, circuits or services to use.

Activities & Hazards Covered

Activity	Potential Hazards
Planning and scope of isolation	Wrong plant, circuit or service identified Unrecognised multiple energy sources such as electrical, hydraulic, pneumatic, steam, fuel, battery, solar or stored energy Affected workers or contractors unaware of the isolation Inadequate access to correct isolation points or lockout hardware
Access to plant and work area	Contact with moving plant or live services while approaching the task Slip, trip and fall hazards around plant rooms, switchboards or process areas Unauthorised persons entering the isolation area Poor lighting or restricted access leading to error
Shutdown and identification of energy sources	Unexpected movement or release of energy during shutdown Incorrect shutdown sequence causing process upset or pressure release Exposure to hot surfaces, pressure, chemicals or rotating parts Assuming equipment is de-energised when it is not
Applying locks, tags and securing isolation points	Isolation point inadvertently operated Tag used without an effective lockout device Locks fitted to the wrong point Shared isolation not controlled between multiple workers
Dissipating and restraining stored energy	Release of hydraulic, pneumatic or steam pressure Unexpected movement from gravity, spring tension or suspended loads Electrical charge remaining in capacitors or batteries Residual product, gas or liquid entering the work area
Test for zero energy and verify effectiveness	Electrical shock or arc flash during testing Plant still energised due to wrong isolator, backfeed or failed device Unexpected start-up when trying controls False assumptions because the main power only has been isolated
Work under isolation	Another person removing locks or restoring services Workers entering the line of fire from moving parts or stored energy Poor communication between trades or shifts Exposure to sharp edges, noise, dust, heat or flying particles while maintenance proceeds
Temporary removal or changes to isolation	Re-energisation during fault-finding, testing or commissioning Confusion about who is in control of the isolation People remaining in the danger area when services are restored Tags or locks not reinstated after testing
De-isolation and return to service	Unexpected start-up injuring workers still in the area Tools, blanks, pins or guards not removed or reinstated correctly Services restored to defective equipment Conflicting locks or tags remaining in place or removed incorrectly
Emergency response and incident management	Electric shock, arc flash, burns or crush injury during failed isolation Delayed response because emergency arrangements are unclear Panic or uncontrolled rescue attempt Incident scene disturbed before hazards are controlled

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: 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: Work health and safety consultation, cooperation and coordination — 3. What is effective consultation?; p. 13.
Model guidance: Model Code of Practice: First aid in the workplace — 3. First aid equipment, facilities and training; p. 12.
Model guidance: Model Code of Practice: Managing noise and preventing hearing loss at work — 5. Controlling the risks; p. 29.
Model guidance: Model Code of Practice: How to manage work health and safety risks — 4. Step 3 — How to control risks; p. 20.

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

Building and ConstructionManufacturing and ProductionElectrical and SolarMining and Resources

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