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ComplianceIntermediate8 min read

How to Create a SWMS

Jarrod Milford

Jarrod Milford

Commercial Director

|Reviewed by Lachlan McRitchie
Published 1 May 2026

Step-by-step SWMS guide covering job steps, hazard identification, risk assessment, control measures, crew briefing and sign-on.

Time required

1-2 hours

Difficulty

Intermediate

Tools needed

SWMS template, Risk matrix, Relevant codes of practice, Pen or digital form

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A Safe Work Method Statement (SWMS) is a legal document required for all high-risk construction work (HRCW) in Australia. It describes the work, identifies hazards at each step and sets out the control measures to manage those risks.

This guide walks through building a SWMS from scratch, step by step, from identifying the high-risk work through to briefing the crew and collecting sign-on. It also explains how a SWMS differs from a JSA and when each document is required.

Before you start

Gather your SWMS template, a risk matrix and the relevant codes of practice from SafeWork Australia for the type of HRCW you are performing. You will also need project-specific information: scope of work, site location, principal contractor details and a list of personnel involved. Review your compliance requirements before you begin.

Before writing the SWMS, complete a risk assessment for the broader task if one does not already exist. The SWMS builds on that assessment by focusing on the high-risk construction work.

Step-by-step SWMS

1. Identify the high-risk construction work

Confirm the work falls within one or more of the 19 HRCW categories in WHS Regulations Schedule 1. If it does not, a SWMS is not legally required. Common triggers include work at heights above 2 metres, excavation deeper than 1.5 metres, demolition and confined space entry.

2. Break the job into steps

List each step in sequence from site setup through the active work phase to pack-down. Keep steps specific. "Set up exclusion zone around excavation" is useful. "Prepare site" is too vague. Involve the workers who will perform the task.

3. Identify hazards at each step

For every step, identify what could go wrong: falls, struck-by hazards, collapse, electrical contact, engulfment and plant-related risks. Talk to the crew. Workers who have done the task before spot hazards a desktop review will miss.

4. Assess risk using a risk matrix

Rate likelihood and consequence for each hazard. Record the inherent risk rating (before controls) and the residual rating (after controls) to demonstrate risk is reduced to an acceptable level.

5. Determine control measures

Apply the hierarchy of controls in order of effectiveness:

  • Elimination - remove the hazard entirely
  • Substitution - replace with something less hazardous
  • Isolation - separate people from the hazard
  • Engineering - guardrails, shoring, edge protection
  • Administrative - permits, procedures, signage
  • PPE - harnesses, hard hats, hearing protection (last resort)

6. Document the SWMS

Record everything in your template: principal contractor's name, PCBU, HRCW activity description, site location, date and all workers. Each hazard, its risk rating and the specific control measures must be clearly documented.

7. Brief the crew and collect sign-on

Every worker must read, or be read, the SWMS and sign the sign-on sheet before starting work. This is often done as part of a toolbox talk. Anyone arriving after the briefing must be inducted individually.

SWMS vs JSA

Both documents identify hazards and controls for a task, but they carry different legal weight in Australia.

AspectSWMSJSA (Job Safety Analysis)
Legal statusRequired by WHS Regulations for HRCWNot specifically required by legislation
When requiredBefore any HRCW beginsAny task with significant risk
ScopeSpecific to high-risk construction workAny industry, any task
Sign-onMandatory worker sign-onBest practice, not mandated
Review triggersBefore work starts, after incident, when conditions changeSame triggers apply
Common inConstruction (Australia)Mining, oil and gas, manufacturing (all countries)

Download a JSA template or a combined construction JSA/SWMS template if your project requires both documents.

High-risk construction work

WHS Regulations Schedule 1 defines 19 categories of HRCW. Any construction work involving one or more of these requires a SWMS before work can start.

HRCW activityExample
Work at height (risk of fall greater than 2 m)Scaffolding, roof work, edge work
Excavation deeper than 1.5 mTrenching, basement excavation
DemolitionStructural demolition of load-bearing elements
Work near live electrical installationsWithin exclusion zone of overhead power lines
Confined space entryTanks, pits, vaults, manholes
Diving workUnderwater construction, inspection
Work involving powered mobile plantCrane lifts near traffic, elevated work platforms
Work on or near pressurised systemsGas lines, water mains, hydraulic systems
Work in areas with movement of powered mobile plantExcavators, trucks and loaders on site
Work involving tilt-up or pre-cast concretePanel erection, propping and bracing

Regulatory requirements

In Australia, the Work Health and Safety Act 2011 (s275) and WHS Regulations (r291 to r299) make SWMS mandatory for all 19 categories of HRCW. The principal contractor must not allow HRCW to start without a compliant SWMS. Penalties for non-compliance can exceed $500,000 for a PCBU. The SWMS must be accessible at the workplace while work is being carried out and reviewed after any change in circumstances, notifiable incident or worker request.

The United States does not require a SWMS by name. OSHA uses Job Hazard Analysis (JHA) and Activity Hazard Analysis (AHA) under 29 CFR 1926. The United Kingdom uses method statements and risk assessments under CDM Regulations 2015.

Going digital with MapTrack

Paper SWMS documents get damaged on site, go missing and become outdated without anyone noticing. With MapTrack, you can create SWMS using digital forms that enforce completion of every required field. Workers sign on using a tablet or phone, with timestamps and GPS location captured automatically.

Track SWMS currency, expiry dates and review schedules through compliance management. When a regulator asks to see the SWMS for a specific activity, retrieve it in seconds instead of searching filing cabinets. Use the mobile app to brief crews and collect signatures on site, even without reception. Documents sync when connectivity is restored, giving you a complete digital audit trail.

About the author

Jarrod Milford

Jarrod Milford

Commercial Director

Jarrod co-founded MapTrack in 2012 and has spent over a decade helping field teams track assets, reduce loss and simplify compliance. He has conducted 300+ user research sessions to shape the platform and holds qualifications in business management and workplace health and safety. His field operations background gives him first-hand insight into the challenges Australian operators face every day.

View LinkedIn profile →
Lachlan McRitchie

Reviewed by Lachlan McRitchie

GM of Operations

Related templates

Download free templates to put this guide into practice.

FAQ

What is a SWMS?
A Safe Work Method Statement (SWMS) is a document that sets out the high-risk construction work activities, the hazards arising from those activities and the control measures to manage those risks. It is a legal requirement under WHS Regulations for all high-risk construction work in Australia.
When is a SWMS legally required?
A SWMS is required before any high-risk construction work begins, as defined in WHS Regulation r291. This includes work at heights above 2 metres, in or near trenches or shafts deeper than 1.5 metres, near live electrical installations, involving demolition, and 18 other prescribed activities.
What is the difference between a SWMS and a JSA?
A SWMS is a legislated document required for high-risk construction work under WHS Regulations. A Job Safety Analysis (JSA) is a risk management tool used voluntarily for non-HRCW tasks. Both follow a similar process, but a SWMS must meet specific regulatory content requirements and be signed on by all workers.
Who is responsible for preparing a SWMS?
The principal contractor must ensure a SWMS is prepared before high-risk construction work begins. In practice, the subcontractor or tradesperson performing the work prepares the SWMS, and the principal contractor reviews and accepts it. Workers performing the task must be consulted during preparation.

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