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49 Method Statement Forms And Templates

Use a 49 Printable Method Statement Forms And Templates 2021 template to make your document workflow more streamlined.

What these method statement templates are

49 Method Statement Forms And Templates are reusable construction and workplace-safety documents that explain how a specific task will be performed, controlled, and reviewed. A completed method statement normally identifies the work activity, sequence, hazards, control measures, equipment, competent personnel, emergency arrangements, and approval responsibilities. In signNow, a team uploads the chosen template, adds project-specific information, assigns fields to supervisors or contractors, and routes the document for electronic signatures. The completed PDF and audit trail provide a dated record of the approved working method, subject to the project contract and applicable state requirements.

Who benefits from these templates

Method statement templates help contractors, project teams, and enterprise safety departments document task controls consistently before work begins.

  • Solo contractors use a reusable risk-control template to document site activities, obtain client approval, and keep signed evidence without maintaining paper folders.
  • Construction companies route task-specific method statements to supervisors, subcontractors, and site managers, preserving approval order and audit trails for each project.
  • Enterprise safety teams standardize templates across projects, connect workflows to systems such as Procore or NetSuite, and control access through centralized administration.

These tasks are executed by both individual contributors and centralized administrators depending on organizational policy and required controls.

How method statement workflows work

A method statement moves from an editable project template to assigned review, electronic signatures, and an auditable completed record.

  • Upload template: Upload the method statement template to signNow.
  • Complete fields: Add project fields, hazards, controls, and signer roles.
  • Route approvals: Send the method statement to each responsible reviewer.
  • Archive record: Store the signed PDF with its audit trail.

Steps to complete a method statement

Prepare the project-specific document in signNow, route it to responsible reviewers, and preserve the signed result with its completion evidence.

  • Upload document:

    Upload the selected method statement template.
  • Add project data:

    Add project details and assigned fields.
  • Assign reviewers:

    Set signer order and required approvals.
  • Send for signing:

    Send the document through signNow.
  • Store completion:

    Download the signed PDF and audit trail.
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Features for method statement workflows

signNow combines reusable document preparation, assigned approvals, mobile signing, and audit evidence for project-specific method statement records.

Reusable templates

Upload a method statement template and reuse its task, hazard, control, and approval structure across projects without rebuilding the document.

Assigned fields

Assign project details and signature fields to the supervisor, contractor, or client responsible for each approval.

Signing order

Route the method statement in a defined signing order when safety or contract policy requires sequential review.

Audit trail

Capture timestamps, actions, signer information, and completion evidence with the audit trail for each approved document.

Mobile signing

Use mobile apps to review and sign method statements from a jobsite or office when the workflow permits remote approval.

Completed records

Store the completed PDF and supporting audit evidence together for project closeout and later review.

Recommended method statement setup

Configure the workflow around signer identity, approval evidence, secure storage, and the project’s documented retention requirements.

SettingRecommendation
Authentication methodEmail link with SMS OTP
Signature typeTyped or drawn electronic signature
Audit trailEnable completion certificate and action history
Document retentionFollow contract and state record policy
EncryptionTLS 1.2/1.3 and AES-256 at rest

Find and fill out the correct 49 printable method statement forms and templates

airSlate SignNow helps you fill in and sign documents in minutes, error-free. Choose the correct version of the editable PDF form from the list and get started filling it out.

VersionsForm popularityFillable & printable
WI CR-215 20214.8 Satisfied (1460 Votes)
WI CR-215 20094.8 Satisfied (1624 Votes)

Processing stages for method statements

Follow each method statement from preparation through signer review, completion, and controlled project-record storage.

01

Prepare the document

Review each method statement, add site details, and confirm hazards, controls, and responsible roles.
02

Deliver to signers

Send the completed method statement to supervisors, contractors, and required approvers through signNow.
03

Complete signer review

Signers review assigned fields, complete signatures, and return the method statement electronically.
04

Archive completed records

Download the signed PDF and audit trail, then archive them under your project record policy.

What the audit trail records

A completed method statement includes technical evidence showing who acted, when they acted, and how the record remained intact.

01

Authenticate signer:

Signers authenticate through email links or configured verification methods.
02

Capture timestamps:

signNow records the signing time and each document action.
03

Hash document:

The completed PDF receives a document hash for integrity checking.
04

Seal evidence:

The signing record is sealed against unnoticed post-signing changes.
05

Record activity:

The audit trail records signer actions, IP details, and completion events.
06

Export audit trail:

Authorized users retrieve or export the completed document and audit trail.

Record-keeping practices for method statements

A defensible project file preserves the signed method statement, its audit evidence, and the retention rule used for disposal.

Apply the correct retention period

Keep the signed method statement, completion certificate, and audit trail together under the project’s record schedule. For tax-related records, apply the IRS rule in IRC §6501(a): retain three years from filing, or six years when income understatement exceeds 25 percent.

Export evidence with every completion

Export the signNow audit trail with every completed method statement before moving the record into long-term storage. Preserve signer identity evidence, timestamps, IP information, and completion status so the project file can explain how approval occurred.

Protect archived project records

Restrict archival access to project administrators, safety managers, and authorized auditors. Use encryption and access controls for records containing worker names, site information, signatures, or other personally identifiable information.

Document the governing record policy

Record the applicable state and industry schedule before deleting any method statement. Federal rules can differ from contractual requirements, and state retention periods may exceed federal periods for industry-specific records.

Connect method statements to project systems

Link method statement workflows with project management, storage, CRM, ERP, and collaboration tools used by construction and field operations teams.

Salesforce
Procore
Zapier
Microsoft Teams
Hub spot
Box
Microsoft

Why teams look for DocuSign alternatives

Organizations seek alternatives when they need different pricing models, stronger native automation, simpler bulk affidavit workflows, or more flexible identity-verification options than those available in a legacy envelope-based vendor.

Why teams look for DocuSign alternatives
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Key performance indicators that demonstrate SignNow's proven track record.

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Troubleshooting method statement signing

Use these answers to resolve document setup, signer access, plan limits, compliance, and completed-record questions.

Business includes audit trails, templates, and legally binding eSignatures. Upload the method statement, place required fields, assign signers, and send it through the workflow. The completed record can be retained with its audit trail for project evidence.

Business Premium adds bulk send and kiosk mode. Use bulk send when the same method statement must reach multiple named recipients, or kiosk mode when workers sign from a supervised shared device at a project location.

The Business plan includes 100 signature invites per user per year when billed annually, with overage fees. Enterprise also includes 100 annual invites per user. The Site License uses $1.50 per signature invite instead.

signNow supports ESIGN and UETA compliance, but a method statement’s legal effect also depends on the project contract, signer authority, and applicable state law. Preserve intent, consent, attribution, the completed record, and the audit trail.

Use signNow’s audit trail to preserve signer identity details, timestamps, actions, and completion evidence. For records containing protected health information, HIPAA compliance requires a business associate agreement and appropriate organizational safeguards.

If a signer cannot open the document, verify the email address, signing link, required fields, and authentication settings. Resend the invitation after correction, then confirm the final PDF and audit trail show completion.

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