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Maintenance and Service Work Planning Kit

Prepare a service visit around client coordination, work boundaries and handover.

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01 / Walk, discuss and check readiness

Use with the people doing the work: walk the area, discuss the prompts, record actual controls and verify them before exposure. Rebrief when conditions change. If a safeguard is missing or uncertain, pause affected work and contact the responsible person.

Client and task agreement

Confirm the site contact, requested service, work boundary and activities outside the agreed scope. Identify who may approve changes.

People and access

Who else can enter the work area, including clients and the public? Agree barriers, access routes and communication before work begins.

Equipment and energy

Identify equipment condition and energy sources relevant to the task. Use the applicable authorized isolation or specialist procedure where required.

Products and work environment

Review chemicals, ventilation, dust, heat, manual handling and access conditions. Confirm instructions, exposure controls and required equipment.

Task readiness

Check that the assigned worker has the required instruction, authorization and tools. Refer unfamiliar or specialist work to the responsible qualified role.

Service restoration and handover

Identify required checks, the authorized return-to-service decision and the person receiving the work. Record defects and remaining restrictions clearly.

02 / Record the task and verify controls

03 / Hold, rebrief and hand over

Pause for unexpected client activity, an unknown energy source, an unfamiliar substance or a change outside the agreed service scope.

Follow employer correction and authorized restart arrangements. Keep affected work on hold while readiness is unresolved.