Industry planning guidance

Health and safety planning for manufacturing workplaces

Scope a manufacturing review around production, maintenance, contractors and changing tasks, with clear action ownership and role-based training needs.

Describe the production activities and the non-routine work separately. A normal production shift, a breakdown and a planned shutdown can expose different interfaces and require different people in the review.

Define what the review will observe

List the production areas, operating periods and maintenance tasks relevant to the enquiry. State whether the equipment will be operating, idle or under maintenance during attendance. An observation made while a process is stopped should not be presented as evidence that its running conditions were inspected.

Keep specialist work within its proper scope

Ask who is competent and authorised for machinery, electrical or other specialist decisions. Provide applicable procedures and available equipment information to the appointed reviewer. An OHS consulting enquiry should not be assumed to include engineering design, statutory certification or every specialist test; obtain a written scope for those requirements.

Illustrative example: an unplanned maintenance call

A production fault brings an external technician into an area still used by another team. The planning record should identify the affected work, communication responsibilities and the person deciding when the area can return to its intended use. This example describes coordination questions, not an isolation or repair procedure.

Use findings to specify learning needs

Separate a missing training record from a work arrangement that needs redesign or a specialist decision. HIRA, SHE-representative and incident-investigation enquiries can explain the roles involved and the workplace context. A course certificate should not be used as the sole evidence that a changed production arrangement has been reviewed.

Worked record

Prepare your sector-specific brief
Operating conditionPrepare for reviewRecord the boundary
Normal productionActivities, shifts and current proceduresAreas actually observed
MaintenanceWork scope and responsible contactsSpecialist decisions excluded or included
Restart or changeChange record and outstanding actionsWho accepts the agreed handover

Related guidance and resources

Source context

  • HSE: maintenance of work equipment

    Non-routine maintenance and communication with contractors. UK guidance is used for general context, not as South African law or evidence of Diba service delivery. The scenarios and procurement records on this page are original illustrative examples.

Source context checked 6 October 2026. Examples are illustrative.