Safe Operating Procedures

    Free Safe Operating Procedure (Industrial Robot) Template

    Download our free Safe Operating Procedure for industrial robots. This template provides a starting point for creating your own site-specific safety document.

    September 18, 20263 min read10 viewsLast reviewed September 2026Licensing terms (PDF)

    Free Safe Operating Procedure (Industrial Robot) Template

    DOCX • 126 KB + PDF

    Updated Oct 2026

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    Free Safe Operating Procedure (Industrial Robot) Template — document preview

    Purpose of the Free Safe Operating Procedure (Industrial Robot) Template

    This free Safe Operating Procedure (Industrial Robot) template provides a structured starting point for organisations to document the safe use of industrial robots in the workplace. The primary purpose of a Safe Operating Procedure (SOP) is to provide clear, step-by-step instructions that guide workers, ensuring tasks are performed consistently and safely every time.

    Using this template helps to manage high-risk activities associated with robotic systems, such as automated welding, materials handling, assembly, or painting.

    Industrial robots introduce significant hazards, including impact and crushing from moving parts, entanglement, and electrical or pneumatic energy risks. A documented procedure is a critical control measure that helps mitigate these risks.

    By formalising the process, you create a vital training tool for new operators and a reference for experienced staff. Implementing robust SOPs is a cornerstone of effective WHS management systems, demonstrating a commitment to proactive risk management and workplace safety.

    What's included in the template?

    This downloadable document includes sections for:

    • Required Personal Protective Equipment (PPE)
    • Hazard identification and risk controls
    • Pre-operational safety checks
    • Step-by-step operating instructions
    • Shutdown and cleaning procedures
    • Emergency procedures and contacts

    Video walkthrough

    How to use the Free Safe Operating Procedure (Industrial Robot) Template

    This template is provided in both DOCX and PDF formats. The DOCX file is fully editable, allowing you to tailor the content to your specific operational needs.

    The PDF version can be used as a quick reference or for static distribution. To effectively use this resource, you must conduct a thorough risk assessment of your specific robotic equipment and the tasks it performs.

    The findings of this assessment should be used to populate and refine the sections of the template.

    Important: This document is a template, not a completed procedure. We have provided a framework, but it is your responsibility to customise the content to reflect the unique models, configurations, guarding, software, and work environment of your site.

    Ensure a competent person reviews and approves the final document before it is implemented. The effectiveness of this SOP relies entirely on its accurate customisation for your workplace.

    Many industrial automation cells combine robots with other machinery. If your system includes automated transport, you may also benefit from reviewing our Conveyer System SOP template to ensure all components are managed safely.

    When to use it

    A Safe Operating Procedure for an industrial robot should be developed and in place before the equipment is first used. It serves as a foundational document for operator training and competency verification.

    The SOP should be readily accessible in the work area and used as a day-to-day reference guide. It is also critical to review and update the SOP regularly.

    A review should be triggered whenever there is a change to the machinery, process, or control measures; after an incident or near miss; or as part of scheduled WHS compliance auditing to ensure its continued relevance.

    Who should use it

    This document is intended for use by Persons Conducting a Business or Undertaking (PCBUs), managers, and supervisors responsible for the safety of automated workplaces. They should use the template to develop and implement a site-specific procedure.

    Operators and maintenance personnel are the primary end-users of the finalised SOP. They must be trained on its contents and follow the prescribed steps to ensure their own safety and the safety of others.

    WHS representatives and committee members should also be involved in the review and consultation process to ensure the procedure is practical and addresses all identified hazards.

    Ancillary equipment required to support the robot, such as pneumatic systems, must also be operated and maintained safely. Your risk assessment may identify the need for separate procedures, such as our Air Compressor SOP, to cover associated plant.

    Developing effective SOPs for complex machinery can be challenging. If you require assistance with risk assessments or procedure development, Spire Safety offers expert WHS consulting services to help you meet your obligations.

    Explore our complete free WHS resources library for more templates, checklists, and guides to support your safety management system.

    Common mistakes

    Common mistakes to avoid

    • Using a generic template without customising it for the specific robot model, application, and workplace layout.
    • Failing to develop procedures for non-routine tasks like maintenance, cleaning, programming, or fault recovery.
    • Assuming operators understand all robot fault codes and error messages without specific training.
    • Becoming complacent and entering the robot's work envelope while it is still powered or not properly isolated.

    Legal references

    Legal considerations

    The following legal requirements may be relevant to this type of work.

    • Work Health and Safety Act (Harmonised) — Provides the primary duties for protecting workers and other people from work health and safety risks.
    • Work Health and Safety Regulations (Harmonised) — Sets out requirements supporting the management of workplace hazards and risks.

    The following codes may be relevant to this type of work.

    • Managing WHS Risks Code of Practice — Provides practical guidance on identifying hazards, assessing risks and applying effective controls.
    • Work Health and Safety Consultation, Cooperation and Coordination Code of Practice — Provides practical guidance on consulting workers and coordinating with other duty holders.
    • Managing the Work Environment and Facilities Code of Practice — Provides practical guidance on safe work environments, workplace facilities and related controls.

    Did you know

    Non-Routine Risks

    The majority of accidents and fatalities involving industrial robots occur during non-routine tasks like maintenance, programming, testing, and troubleshooting when personnel are required to enter the robot's normally-guarded work cell.

    FAQ

    Frequently asked questions

    01What are the main hazards of working with industrial robots?
    The primary hazards include being struck by the robot arm or its payload (impact), being trapped between the robot and a fixed object (crushing/pinning), entanglement with moving parts, and exposure to electrical, pneumatic, or hydraulic energy during maintenance.
    02Is a Safe Operating Procedure legally required for industrial robots in Australia?
    Australian WHS law requires PCBUs to provide safe systems of work and manage risks associated with plant. While the term 'SOP' isn't explicitly mandated, creating and implementing one for high-risk machinery like industrial robots is a standard and effective way to meet this legal duty.
    03How often should an industrial robot SOP be reviewed?
    SOPs should be reviewed at least annually, or more frequently if regulations require. A review is also mandatory after any incident, when the robot's task changes, when modifications are made to the system, or when new hazard information becomes available.
    04Can this template be used for collaborative robots (cobots)?
    While some principles apply, this template is designed for traditional industrial robots that are typically isolated from humans by guarding. Cobots operate in shared workspaces and present unique risks, requiring a specialised risk assessment and procedures focused on human-robot interaction.

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    How To Use It

    1. 1Download and open in Word or PDF.
    2. 2Replace the placeholders with your business details.
    3. 3Get it reviewed by a WHS specialist before rollout.
    Get a document review

    Need it customised?

    Our WHS consultants can adapt this template to your site, run a gap analysis, or audit what you already have in place.

    Book a Free Consultation WHS consulting services

    or call 1300 156 382

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