The first page of the document DocMake makes from the sample values on this page.
Operations
Method Statement
A method statement sets out how one job will be carried out on one site: the order of operations, who is responsible for each stage, what plant sits under it, and what has to already be in place before that stage may start. It is written before the work, briefed to the people who will do it, and kept alongside the risk assessment it refers to.
In UK construction the two travel together as RAMS, which is industry shorthand rather than a term used in regulation. HSE describes a method statement as drawing together the hazards and their controls from the conclusions of the risk assessments, and setting out in a logical sequence exactly how the job will be done. Method statements are generally not required by law, although the arrangements for demolition or dismantling do have to be recorded in writing before that work begins. Who carries which duty on a given project is a question for the principal contractor and a competent adviser, not for a template.
The sequence table does the real work: numbered stages, each with a responsible role, the equipment in use, and the controls that must be confirmed before the stage begins. Plant, substances brought onto site and the permits the job depends on get their own lists, because those change with every work package while the shape of the sequence stays recognisable.
The briefing sheet at the end is what turns a plan into evidence. Everyone working to the statement signs that it was explained to them, and any change to the sequence means a new revision, a re-brief and a fresh sheet. Scored risk matrices, welfare sections and hospital details are contractor convention rather than anything HSE asks for, so treat the field list as a starting point your own competent person adjusts. A contractor produces one of these per work package per project, which is the argument for generating it from the project record rather than reusing last month's file with the addresses swapped.
Blanks to fill
| statement_reference | Reference |
| revision | Revision |
| work_package | Work package |
| project_name | Project |
| project_number | Project number |
| site_address | Site address |
| client | Client |
| principal_contractor | Principal contractor |
| contractor | Contractor carrying out the work |
| prepared_by | Prepared by |
| prepared_role | Role |
| prepared_date | Prepared |
| reviewed_by | Reviewed by |
| review_date | Reviewed |
| scope_of_works | Scope of works |
| planned_start | Planned start |
| planned_finish | Planned finish |
| working_hours | Working hours |
| risk_assessment_reference | Associated risk assessment |
| access_arrangements | Access and egress |
| welfare_arrangements | Welfare |
| ppe_required | Personal protective equipment |
| environmental_controls | Environmental controls |
| waste_arrangements | Waste |
| emergency_arrangements | Emergency arrangements |
| nearest_hospital | Nearest emergency department |
| company_name | Company |
| sequence[] | One per item, so a row is added for every item in the list |
| personnel[] | One per item, so a row is added for every item in the list |
| plant[] | One per item, so a row is added for every item in the list |
| substances[] | One per item, so a row is added for every item in the list |
| permits[] | One per item, so a row is added for every item in the list |
| briefing[] | One per item, so a row is added for every item in the list |
The data behind the preview
This is the exact JSON that produced the document above. Change the values, POST them to the API, and you get your version back as DOCX or PDF. Lists grow and shrink with your data; the layout adapts.
- 01 Sign up free and duplicate this template into your workspace.
- 02 Adjust the wording and branding in the visual editor.
- 03 Fill it in the app, share it as a form link, or call the API.
sample-data.json
{
"company_name": "Harbor Build Group",
"statement_reference": "MS-2026-031",
"revision": "2",
"work_package": "Foul drainage run, east compound",
"project_name": "Cascade Street mixed use development",
"project_number": "PRJ-2026-114",
"site_address": "Cascade Street, Bristol BS1 6TR, United Kingdom",
"client": "Cascade Street Holdings LLC",
"principal_contractor": "Harbor Build Group",
"contractor": "Harbor Build Group, groundworks division",
"prepared_by": "Owen Marsh",
"prepared_role": "Site Manager",
"prepared_date": "September 4, 2026",
"reviewed_by": "Elena Fischer, Health and Safety Advisor",
"review_date": "September 8, 2026",
"planned_start": "September 14, 2026",
"planned_finish": "September 25, 2026",
"working_hours": "07:30 to 17:30 Monday to Friday. No excavation work after 16:00 on days when rain is forecast above 5 mm.",
"scope_of_works": "Excavate, bed and lay 62 metres of 225 mm foul drainage from manhole FM04 to the site boundary connection, install two precast inspection chambers, backfill and reinstate the compound surface.",
"risk_assessment_reference": "RA-2026-058, excavation and drainage works, revision 2 dated September 8, 2026",
"access_arrangements": "Pedestrian route along the matted walkway from the north gate. Plant enters through the east gate only, under banksman control. The trench is fenced on all four sides outside working hours.",
"welfare_arrangements": "Site cabin at the north compound: toilets, drying room, hot water and mess facilities. Drinking water point at the east gate.",
"ppe_required": "Hard hat, hi-vis vest, safety boots with midsole and toe protection, gloves appropriate to the task, eye protection when cutting, hearing protection within 5 metres of the breaker.",
"environmental_controls": "Silt trap on the compound gully before any dewatering discharge. No refuelling within 10 metres of the trench. Drip trays under static plant. Dust suppression by hose when cutting.",
"waste_arrangements": "Arisings stockpiled at the north end for reuse as backfill where suitable. Unsuitable material and broken concrete removed by licensed carrier under consignment notes held in the site file.",
"emergency_arrangements": "Site alarm is three long blasts. Muster point M2 at the north gate. Trench rescue is by emergency services only, no self rescue attempts. Emergency contact is the site manager on the site radio channel 2.",
"nearest_hospital": "Bristol Royal Infirmary, Upper Maudlin Street, 2.4 km, approximately 9 minutes by road",
"personnel": [
{
"role": "Site Manager",
"name": "Owen Marsh",
"competence": "SMSTS, current, plus temporary works coordinator training"
},
{
"role": "Groundworks Supervisor",
"name": "Tomas Neder",
"competence": "SSSTS, current, confined space awareness"
},
{
"role": "Excavator Operator",
"name": "Priya Raman",
"competence": "Card for 360 degree excavator above 10 tonnes, current"
},
{
"role": "Banksman",
"name": "Sam Whitfield",
"competence": "Plant and vehicle marshal, current"
},
{
"role": "First Aider",
"name": "Sam Whitfield",
"competence": "First aid at work, valid to June 2029"
}
],
"sequence": [
{
"number": "1",
"activity": "Set out the run and sweep the line for services.",
"responsible": "Supervisor",
"equipment": "Cable locator",
"controls": "Permit to dig issued, sweep repeated by a second person"
},
{
"number": "2",
"activity": "Hand dig trial holes at every service crossing.",
"responsible": "Supervisor",
"equipment": "Insulated hand tools",
"controls": "No machine digging within 500 mm of a service"
},
{
"number": "3",
"activity": "Excavate in 12 metre sections and support the sides.",
"responsible": "Operator",
"equipment": "13 tonne excavator",
"controls": "Banksman in position, spoil a metre back from the edge"
},
{
"number": "4",
"activity": "Set the trench box and ladders before anyone enters.",
"responsible": "Supervisor",
"equipment": "Trench box, ladders",
"controls": "Face inspected and signed before anyone enters"
},
{
"number": "5",
"activity": "Lay bedding, pipe to fall, joint and haunch each length.",
"responsible": "Supervisor",
"equipment": "Laser level, laying tools",
"controls": "No plant near the trench while people are in it"
},
{
"number": "6",
"activity": "Build the two chambers and connect at the boundary.",
"responsible": "Operator",
"equipment": "Excavator, chains and shackles",
"controls": "Lift plan briefed, nobody under a suspended load"
},
{
"number": "7",
"activity": "Air test, record the result, backfill and reinstate.",
"responsible": "Operator",
"equipment": "Test kit, vibrating plate",
"controls": "Nobody in the trench while the support comes out"
}
],
"plant": [
{
"item": "13 tonne tracked excavator",
"certification": "Thorough examination valid to March 2027, weekly inspection record in the site file",
"operator": "Priya Raman"
},
{
"item": "Trench box, 3.5 metre panels",
"certification": "Manufacturer design sheet held, inspected before each installation",
"operator": "Groundworks Supervisor"
},
{
"item": "Vibrating plate compactor",
"certification": "Pre use check daily, vibration exposure logged",
"operator": "Groundworks crew, rotated"
},
{
"item": "Submersible dewatering pump, 110 volt",
"certification": "PAT tested June 2026",
"operator": "Groundworks crew"
}
],
"substances": [
{
"name": "Cement based bedding mortar",
"hazard": "Skin burns and dermatitis from wet cement",
"control": "Waterproof gloves and long sleeves, wash station at the trench head, no kneeling in wet mortar",
"assessment": "COSHH-2026-014"
},
{
"name": "Pipe lubricant",
"hazard": "Slip hazard, mild skin irritant",
"control": "Applied with a brush, container closed between uses, spills wiped immediately",
"assessment": "COSHH-2026-015"
},
{
"name": "Diesel for site plant",
"hazard": "Flammable, environmental harm if spilled",
"control": "Refuelling at the designated bunded point only, spill kit within 10 metres",
"assessment": "COSHH-2026-003"
}
],
"permits": [
{
"type": "Permit to dig",
"issued_by": "Harbor Build Group site management",
"reference": "PTD-2026-0431"
},
{
"type": "Permit to work, excavation entry",
"issued_by": "Harbor Build Group site management",
"reference": "PTW-2026-0442"
},
{
"type": "Lifting operation authorisation",
"issued_by": "Appointed person, Harbor Build Group",
"reference": "LIFT-2026-0088"
}
],
"briefing": [
{
"name": "Tomas Neder",
"company": "Harbor Build Group",
"date": "September 14, 2026",
"acknowledgment": "Signed on site tablet, 07:20"
},
{
"name": "Priya Raman",
"company": "Harbor Build Group",
"date": "September 14, 2026",
"acknowledgment": "Signed on site tablet, 07:20"
},
{
"name": "Sam Whitfield",
"company": "Harbor Build Group",
"date": "September 14, 2026",
"acknowledgment": "Signed on site tablet, 07:21"
}
]
}Generate this document via the API
One template plus changing data is the whole point. The list of blanks above is the contract, and every new set of values comes back in the same layout: fill it in the app, hand someone a form link, or POST the JSON and get the file straight back.
The request below carries this page's own values, so it runs as soon as the template exists in your workspace. Swap the values for yours and the response is your document.
make-method-statement.sh
curl -X POST https://app.docmake.io/api/v1/render \
-H "Authorization: Bearer $DOCMAKE_API_KEY" \
-H "Content-Type: application/json" \
-H "Accept: application/json" \
--output method-statement.pdf \
--data-binary @- <<'JSON'
{
"template_id": "tmpl_your_template_id",
"format": "pdf",
"data": {
"company_name": "Harbor Build Group",
"statement_reference": "MS-2026-031",
"revision": "2",
"work_package": "Foul drainage run, east compound",
"project_name": "Cascade Street mixed use development",
"project_number": "PRJ-2026-114",
"site_address": "Cascade Street, Bristol BS1 6TR, United Kingdom",
"client": "Cascade Street Holdings LLC",
"principal_contractor": "Harbor Build Group",
"contractor": "Harbor Build Group, groundworks division",
"prepared_by": "Owen Marsh",
"prepared_role": "Site Manager",
"prepared_date": "September 4, 2026",
"reviewed_by": "Elena Fischer, Health and Safety Advisor",
"review_date": "September 8, 2026",
"planned_start": "September 14, 2026",
"planned_finish": "September 25, 2026",
"working_hours": "07:30 to 17:30 Monday to Friday. No excavation work after 16:00 on days when rain is forecast above 5 mm.",
"scope_of_works": "Excavate, bed and lay 62 metres of 225 mm foul drainage from manhole FM04 to the site boundary connection, install two precast inspection chambers, backfill and reinstate the compound surface.",
"risk_assessment_reference": "RA-2026-058, excavation and drainage works, revision 2 dated September 8, 2026",
"access_arrangements": "Pedestrian route along the matted walkway from the north gate. Plant enters through the east gate only, under banksman control. The trench is fenced on all four sides outside working hours.",
"welfare_arrangements": "Site cabin at the north compound: toilets, drying room, hot water and mess facilities. Drinking water point at the east gate.",
"ppe_required": "Hard hat, hi-vis vest, safety boots with midsole and toe protection, gloves appropriate to the task, eye protection when cutting, hearing protection within 5 metres of the breaker.",
"environmental_controls": "Silt trap on the compound gully before any dewatering discharge. No refuelling within 10 metres of the trench. Drip trays under static plant. Dust suppression by hose when cutting.",
"waste_arrangements": "Arisings stockpiled at the north end for reuse as backfill where suitable. Unsuitable material and broken concrete removed by licensed carrier under consignment notes held in the site file.",
"emergency_arrangements": "Site alarm is three long blasts. Muster point M2 at the north gate. Trench rescue is by emergency services only, no self rescue attempts. Emergency contact is the site manager on the site radio channel 2.",
"nearest_hospital": "Bristol Royal Infirmary, Upper Maudlin Street, 2.4 km, approximately 9 minutes by road",
"personnel": [
{
"role": "Site Manager",
"name": "Owen Marsh",
"competence": "SMSTS, current, plus temporary works coordinator training"
},
{
"role": "Groundworks Supervisor",
"name": "Tomas Neder",
"competence": "SSSTS, current, confined space awareness"
},
{
"role": "Excavator Operator",
"name": "Priya Raman",
"competence": "Card for 360 degree excavator above 10 tonnes, current"
},
{
"role": "Banksman",
"name": "Sam Whitfield",
"competence": "Plant and vehicle marshal, current"
},
{
"role": "First Aider",
"name": "Sam Whitfield",
"competence": "First aid at work, valid to June 2029"
}
],
"sequence": [
{
"number": "1",
"activity": "Set out the run and sweep the line for services.",
"responsible": "Supervisor",
"equipment": "Cable locator",
"controls": "Permit to dig issued, sweep repeated by a second person"
},
{
"number": "2",
"activity": "Hand dig trial holes at every service crossing.",
"responsible": "Supervisor",
"equipment": "Insulated hand tools",
"controls": "No machine digging within 500 mm of a service"
},
{
"number": "3",
"activity": "Excavate in 12 metre sections and support the sides.",
"responsible": "Operator",
"equipment": "13 tonne excavator",
"controls": "Banksman in position, spoil a metre back from the edge"
},
{
"number": "4",
"activity": "Set the trench box and ladders before anyone enters.",
"responsible": "Supervisor",
"equipment": "Trench box, ladders",
"controls": "Face inspected and signed before anyone enters"
},
{
"number": "5",
"activity": "Lay bedding, pipe to fall, joint and haunch each length.",
"responsible": "Supervisor",
"equipment": "Laser level, laying tools",
"controls": "No plant near the trench while people are in it"
},
{
"number": "6",
"activity": "Build the two chambers and connect at the boundary.",
"responsible": "Operator",
"equipment": "Excavator, chains and shackles",
"controls": "Lift plan briefed, nobody under a suspended load"
},
{
"number": "7",
"activity": "Air test, record the result, backfill and reinstate.",
"responsible": "Operator",
"equipment": "Test kit, vibrating plate",
"controls": "Nobody in the trench while the support comes out"
}
],
"plant": [
{
"item": "13 tonne tracked excavator",
"certification": "Thorough examination valid to March 2027, weekly inspection record in the site file",
"operator": "Priya Raman"
},
{
"item": "Trench box, 3.5 metre panels",
"certification": "Manufacturer design sheet held, inspected before each installation",
"operator": "Groundworks Supervisor"
},
{
"item": "Vibrating plate compactor",
"certification": "Pre use check daily, vibration exposure logged",
"operator": "Groundworks crew, rotated"
},
{
"item": "Submersible dewatering pump, 110 volt",
"certification": "PAT tested June 2026",
"operator": "Groundworks crew"
}
],
"substances": [
{
"name": "Cement based bedding mortar",
"hazard": "Skin burns and dermatitis from wet cement",
"control": "Waterproof gloves and long sleeves, wash station at the trench head, no kneeling in wet mortar",
"assessment": "COSHH-2026-014"
},
{
"name": "Pipe lubricant",
"hazard": "Slip hazard, mild skin irritant",
"control": "Applied with a brush, container closed between uses, spills wiped immediately",
"assessment": "COSHH-2026-015"
},
{
"name": "Diesel for site plant",
"hazard": "Flammable, environmental harm if spilled",
"control": "Refuelling at the designated bunded point only, spill kit within 10 metres",
"assessment": "COSHH-2026-003"
}
],
"permits": [
{
"type": "Permit to dig",
"issued_by": "Harbor Build Group site management",
"reference": "PTD-2026-0431"
},
{
"type": "Permit to work, excavation entry",
"issued_by": "Harbor Build Group site management",
"reference": "PTW-2026-0442"
},
{
"type": "Lifting operation authorisation",
"issued_by": "Appointed person, Harbor Build Group",
"reference": "LIFT-2026-0088"
}
],
"briefing": [
{
"name": "Tomas Neder",
"company": "Harbor Build Group",
"date": "September 14, 2026",
"acknowledgment": "Signed on site tablet, 07:20"
},
{
"name": "Priya Raman",
"company": "Harbor Build Group",
"date": "September 14, 2026",
"acknowledgment": "Signed on site tablet, 07:20"
},
{
"name": "Sam Whitfield",
"company": "Harbor Build Group",
"date": "September 14, 2026",
"acknowledgment": "Signed on site tablet, 07:21"
}
]
}
}
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claude mcp add docmake \
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-- npx -y @docmake/mcp@latestThen ask for the document in plain words:
Make a PDF from my Method Statement template with reference "MS-2026-031" and revision "2".
More operations templates
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View template →Field Service Report
One engineer visit written down: the fault, the time on site, the parts fitted, the tests that proved it and the customer signature.
View template →