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JCB Safe and Right


The concept of Safe and Right is designed to help us plan for best outcomes in
quality, health and safety, and environmentally in the work we undertake.

There are two reasons for introducing JCB Safe and Right now.

Firstly, when an accident or quality problem occurs we often reflect and find the
causes are obvious in hind sight. By using this simple checklist before we start we can
eliminate or control many of the problems before we begin.

The checklist has been used in hindsight to analyse causes of many true life incidents,
and in most cases using this tool and applying its principals before we started would
have prevented the problem.

Secondly, people often see a colleague doing something which they know is neither
safe nor right but somehow do not challenge them. This is a tool we can use to
communicate with each other. If we are asked to do something, or see others doing
something which is not safe and right we should be prepared to challenge and support
each other to work safely and effectively.
What do we do when is isnt safe or right?


This is dealt with in more detail in the JCB Production System but in brief it means
exactly what it says.

If we do not have the right people, skills, tools, place and method for doing a job we
should stop. We may literally call and wait for assistance (for example if a part does
not fit correctly in an assembly process). Or stop call wait might be more about
pausing to consider what the problems might be and how best to overcome these
before start.

Using the checklist

As supervisers
The checklist can be used as the basis for planning work especially non standard work
and for team briefings.

Simply ask the questions in order and answer them honestly and you will effectively
have assessed the risks and planned in quality and success.

In effect this is Man, Material, Machine, Method, Material and Environment by

another name.

As individuals
Use the checklist to ask yourself the questions in order. Use the answers to guide you
on what is needed to do the job correctly.

Together in teams
Use the checklist in teams or with colleagues to challenge and support each other in
delivering safe and quality work. Working together to plan and resolve issues is the
key. Ask yourselves is it safe, is it right?
JCB Safe and Right

Is it safe, is it right?

JCB is rightly famous for our legendary Sense of Urgency.

It brings innovation and competitive advantage.
However our founder never intended for this to imply that we should not pause to
plan effectively to ensure that the job was done correctly.

In essence we just need to ask ourselves is it safe, is it right? before we start.

This is broken down further into the other checklist questions but is it safe, is it
right? remains the key.

If the answer is no, then stop, call wait or reassess how to go ahead.

This is not intended to prevent creative and timely work done with a sense of urgency.
In the real competitive world things are rarely perfect. However, with a little thought
and ingenuity we can usually enhance safety and quality by ensuring the job is done
Right People and Right Skills

Right People
Part of this is ensuring that the people carrying out the work have the right skills.
However, there is more to it than that so it deserves additional consideration.

People bring their own attributes as well as skills.

For example, if a job is to be done alone or remotely with no direct supervision the
individuals undertaking the role may need to possess motivation, a sense of personal
responsibility, or ability to cope with unexpected circumstances.

Conversely where team work is required careful selection of a team whos personal
skills and attributes complement each other is more likely to produce safe and
effective results.

A job requiring careful planning and execution may not performed well by someone
who responds better to clear simple instructions.

At a simple and obvious level we would not ask someone to work in confined spaces
if the were claustrophobic or had significant physical limitations.

Right Skills
People need a level of knowledge, attitude and skill appropriate to the task in hand.
Some tasks require specific training e.g. use of lifting equipment or specific tools and
we will want to keep careful records of what was taught, when, how was this assessed
etc. Skills matrices are a common easily viewed summary of the skills of our people.

Some skills are not often repeated and so require a different approach e.g. site services
and maintenance operations require certain skills that can then be applied in a variety
of situations. However, by setting the right parameters and precautions for the work
e.g. permits required for confined space working, we can ensure that every task is
carried out safely and well.

What happens when we dont have the right skills?

Where the risk is significant e.g. operating machinery or equipment without training,
we should not proceed. Someone else with those skills should be brought in instead.

Where the risks are more general- e.g. refresher training in manual handling skills,
this should be rectified as soon as is reasonable, however, it is unlikely that the work
would have to stop.

Each case would have to be assessed on its merits.

Right Tools

Do we have the right equipment for the job?

Is it in a good state of repair and service, well maintained?

If the answer is no then againstop, call wait!

If equipment needs upgrading or repair but is still usable safely for the job, then the
job may still go ahead, but with someone tasked to ensure future improvements.

Where the equipment may be inappropriate, and cause risk of failure or a poor quality
outcome the job should not proceed until a plan is in place to rectify the problem.
Examples may include possible failures of lifting equipment, or faulty valves on gas

Similarly from a quality view point why go ahead if we know faulty tooling may
introduce warranty problems or product failures?

PPE (Personal protective equipment)

Right tools also covers correct PPE.

For example- dont start grinding if all you have are safety spectacles- a full face visor
is needed. The same principals apply when being asked to handle chemicals such as
oils, solvents, cleaners, degreasers, waste products and so on.
Think about the general environment e.g. the surface underfoot, noise and airborne
contaminants as well.

If your PPE is not correct (as determined by assessing the risks)- stoop, call, wait.
Dont proceed until the need for PPE is eliminated or the correct equipment is

Seek help in assessing the risks from someone who knows the area or has more
knowledge of what you are doing.

Perform a Take 5/On the spot risk assessment or a formal risk assessment as

More information on risk assessments can be found at-

Company Policies/Health and Safety/Guidance on Risk Assessment, and also in the
Health and Safety Phase 2 update of the Global JCB Production system Phase 2
update (paper and Lotus notes)
Right Place

Right Place
This is about location and environment.

For example- no one would want to start grinding, welding, or cutting in an explosive
atmosphere (e.g. where vapours or dusts may collect such as paint plants and shot
blasts) or near flammable liquids, debris, waste and so on.

Most jobs can be done safely if the right place is chosen e.g. not jacking a vehicle up
on a slope.

Think about the area and consider what the hazards might be, for example
Fumes, vapours, gases, and dusts
Surface underfoot and debris
Risk of falls, slopes, gantries
Temperature and weather
Vehicles, machines and equipment near by
Access and egress
Others around you
Ability to communicate.
Presence of hidden hazards e.g. asbestos.

You can also use this to think about

Correct disposal of waste
Storage of materials, equipment and product

Special environments include

Confined spaces or areas difficult to access
Explosive or hazardous atmospheres
Extreme climatic conditions

If in doubt, STOP, CALL, WAIT.

Seek help in assessing the risks from someone who knows the area or has more
knowledge of what you are doing.

Perform a Take 5/On the spot risk assessment or a formal risk assessment as

More information on risk assessments can be found at-

Company Policies/Health and Safety/Guidance on Risk Assessment, and also in the
Health and Safety Phase 2 update of the Global JCB Production system Phase 2
update (paper and Lotus notes)
Right Way

Right Way
This is the actual method we are going to use. Obviously this will include all of the
aspects we have already considered.

So when we know we have the right people, skills, tools and place- are there any
aspects with the actual method.

Perhaps there is a standard procedure for the task?

Perhaps there is an already published best method or industry standard we should
Perhaps the task is completely new and needs careful planning- a big task may need
support from experts such as engineers or design teams.

This covers safe working and correct use of resources and waste, but is clearly very
relevant to producing a high quality consistent outcome.

If the standard method defines a particular sequence or approach, there will usually be
a very good reason for doing it that way. Only go outside that method if you have
fully considered the implications and you have used STOP CALL WAIT to confirm
that what you are doing is correct.
Safe and Right

This tool does not stand alone but complements other tools in the JCB production

It may be particularly useful for none standard operations but may also be useful in
planning standard activities and facilitating communication within work groups and

If you have considered who is doing the task, how they work together, what skills
they have, where and how they will do a job and with what tools then you should be
able to produce a high quality piece of work, safely and with jeopardy to our

Use the tool.

Use it to plan and organise work and challenge each other to do better.