Method Statement for Heavy-Duty Escalator Installation – Truss, Steps, Handrail, Balustrade, Safety Tests – Method Statement

More than a static template

Unlike a downloadable Word or PDF template, this method statement is an AI-assisted editable starting point connected directly to a matching Inspection and Test Plan. Every section is structured, project-adaptable, and ready to export.

AI-assisted drafting — Customize every section with AI for your specific project scope.
Linked ITP — A matching inspection and test plan is generated alongside the method statement.
Multiple export formats — Download as a formatted PDF or editable Excel spreadsheet.
Editable starting point, not a final document — Review, verify, and adjust all content against your project requirements before use.

Static template vs. Quollnet workflow

Feature	Static template	Quollnet
Project-specific content	Manual fill-in required	AI-assisted customization
Linked ITP	Separate document, no link	Matching ITP included
Export formats	Usually PDF only	PDF and Excel
Structured sections	Free-form layout	13 standardized sections
Saved to your account	Local file only	Cloud-saved, reusable
Content accuracy	You verify everything	AI-assisted, you still verify
Cost	Often free but time-intensive	Free to customize and download

What you can customize

When you save this method statement to your account, every section becomes editable. The following 13 sections are included:

Scope — Defines the activity and its boundaries.
References — Standards, specifications, and drawings.
Responsibilities — Roles and accountabilities.
Resources — Labour, plant, and equipment summary.
Materials — Materials and compliance requirements.
Equipment — Tools and equipment details.
Prerequisites — Hold points and pre-conditions.
Method sequence — Step-by-step construction sequence.
Safety controls — HSE risk controls and PPE.
Environmental controls — Environmental mitigation measures.
QA/QC — Quality inspection and test requirements.
ITP — Inspection and Test Plan table (has its own page).
Attachments — Referenced drawings and documentation.

Why this method statement is used

This method statement is used to define and communicate the approved procedure for carrying out method statement – heavy-duty escalator installation (transit/commercial building) on site. It ensures the work is planned in advance, the correct resources and controls are in place, and all personnel understand responsibilities, sequence, quality requirements, and safety controls before work begins. It aligns site execution with the documented scope and acceptance expectations.

Who uses this method statement

This method statement is used by contractors, site supervisors, project engineers, QA/QC engineers, HSE officers, consultants, and client representatives. It serves as a shared reference for planning, execution, supervision, inspection, and approval of the activity on site.

When it is prepared and submitted

The method statement is prepared before the work activity starts and submitted as part of the pre-construction documentation package for review and approval.

Who reviews or approves it

The method statement is usually submitted to the client representative, consultant, resident engineer, or project management consultant for review and approval before the work commences.

Important approval note

This method statement is an AI-assisted editable starting point, not a pre-approved document. Before use on any project, all content must be reviewed and approved by the relevant parties (superintendent, principal contractor, or client representative) in accordance with your contract and project quality plan.

For example: if your specification requires a departure from a referenced standard, that departure must be documented and approved separately — this method statement will not capture that automatically. Always verify against your applicable drawings, specifications, and regulatory requirements.

Method statement content

Scope

Workscope

Installation of heavy-duty escalator(s) including: offloading, rigging, truss placement into pit/shaft, alignment/leveling, permanent anchorage, precision grouting, step chain assembly and tensioning, drive/motor/gear installation, handrail drive and return assemblies, balustrade panels (glass/metal), skirt panels, comb plates, landing plates, newels, decking and trims, lighting/signage, safety devices, lubrication systems, wiring and control integration, pre-commissioning and functional testing.
Interface coordination with: structural supports, pit plinths/embedded plates/anchor systems, MEP rough-ins (power, earthing/grounding, fire alarm interlocks), architectural finishes, floor protection, temporary works, access/egress, and cranage logistics.
Quality control: survey checks, tolerances, torqueing, grout testing, electrical tests, functional/safety device tests to applicable standards.
HSE: task-specific risk controls for lifting, pit works, electrical energization, glass handling, resin anchors, pinch points, and noise/vibration.

Exclusions

Structural modifications beyond provided supports.
Permanent power supply beyond provided isolator/DB.
Builder’s works for pit/shafts and architectural finishes except escalator-provided trims and prescribed sealants.

Key Performance Requirements [Verify per project specifications]

Truss levelness: ≤1 mm/m, overall ≤3 mm.
Truss alignment/centerline: ≤3 mm deviation over total run.
Skirt-to-step gap: typically 3–4 mm, max 6 mm local; uniformity within ±1 mm. [Verify vs EN 115-1 and OEM]
Comb plate tooth engagement: uniform, depth typically 4–7 mm; no tooth-to-step interference.
Handrail speed vs step speed: 0 to −2% (handrail not faster than steps) per EN 115-1.
Electrical insulation resistance: ≥1 MΩ at 500 V DC (typical) [Verify].
Anchor bolt installation torque/pull-out per OEM and anchor data sheet.
Grout compressive strength: ≥40 MPa at 28 days (non-shrink) [Verify].
Functional safety chain continuity: per OEM and EN 115-1.

References

Document Type	Reference / Number	Notes
Standard	EN 115-1 (latest)	Primary safety and performance standard in EU/International contexts [Verify local adoption]
Code	ASME A17.1/CSA B44	North America jurisdictions [Verify local requirement]
Standard	IEC/EN 60204-1	Electrical safety and verification
Standard	ISO 25745-2	Energy measurement (if required)
Standard	ASTM C1107 / EN 1504-6	Grouting of baseplates/anchors
Standard	ISO 898-1	Bolt grades and torque basis
Guideline	ETA/TR 055 / ACI 318-19 Ch.17	Anchor qualification and proof testing [Verify jurisdiction]
Standard	ISO 17123 series	Survey equipment verification
Standard	BS 7121 series / ISO 23853	Rigging and lifting guidance [Verify local regulation]

Responsibilities

Role	Responsibility	Name / Party
Project Manager	Project Manager	Contractor
Supervisor	Installation Supervisor	Contractor
Lifting AP	Appointed Person (Lifting)	Contractor
Surveyor	Land Surveyor	Contractor
QA/QC	QA/QC Engineer	Contractor
HSE	HSE Officer	Contractor
OEM Specialist	Manufacturer’s Specialist	Manufacturer
Electrician	Licensed Electrician	Contractor
Site Engineer	Site Engineer (Civil)	Contractor

Resources

Resource Type	Description	Quantity
Manpower	Certified Mobile Crane Operator	1
Manpower	Qualified Riggers & Banksman	3–4
Manpower	Escalator Installers/Technicians	4–8
Manpower	Licensed Electricians/Commissioning Engineer	2–3
Manpower	Surveyor with Total Station	1

Materials

Material	Specification / Grade	Quantity
Escalator Assembly (OEM)	EN 115-1 compliant; capacity/rise/angle per design [Verify]	Per BOQ
Anchor Bolts & Studs	ISO 898-1; post-installed anchors ETA-approved; torque per data sheet	As required
Shim Plates/Stainless Shims	Thickness steps 0.1–5 mm; corrosion resistant	Set
Non-Shrink Grout	ASTM C1107 / EN 1504-6, ≥40 MPa @28d, expansion controlled	Per supports
Cables, Lugs, Earthing Bar	IEC 60204-1; copper conductors; green/yellow PE	As required
Gear Oil & Grease	ISO VG 220 gear oil; NLGI 2 lithium grease [Verify OEM]	As required
Balustrade Glass/Panels, Comb Plates	Tempered/laminated glass per EN 12150/EN 14449; anodized/SS panels	Per unit

Equipment

Equipment	Capacity / Type	Quantity	Inspection Required
Mobile Crane / Tower Crane	≥ truss weight × SF [Verify]	1	LOLER/Third-party certificate valid
Lifting Beam/Spreader Bars, Slings, Shackles	WLL per plan	Set	Color-coded, inspected pre-lift
Chain Blocks/Come-alongs	2–5 t each	2–4	Visual inspection
Total Station, Digital Level, Laser		1	Calibration certificate
Calibrated Torque Wrenches	Up to 600 N·m [Verify]	2	Calibration certificate
Rotary Hammer/Drill with Dust Extraction		2	PAT/inspection tag
Glass Suction Lifters/Panel Trolleys	Per panel mass	1–2	Pre-use check
MEWP/Scaffold Platforms		1–2	Tag/inspection per site rules
Insulation Tester (Megger), Multimeter, Tachometer	500 V DC megger	1	Calibration certificate
Grout Mixer, Buckets, Trowels		1 set	Pre-use check

Prerequisites

Approvals & Documentation

Approved shop drawings, calculations (truss support reactions), method statement, ITP, lift plan, risk assessment, and OEM installation manuals available on site.
Permits to Work: lifting, confined space (if pit classified), hot works (drilling/cutting), electrical energization. [Verify per project HSE plan and local regulations]

Site Readiness

Pit/shaft structurally complete, dry, illuminated, and accessible; plinths/embedded plates cast to datum. Concrete strength report ≥ design requirement (e.g., ≥25–30 MPa) and curing age adequate for anchoring/grouting. [Verify]
Survey control points established; centerlines and elevations transferred to pit and landings.
Permanent power supply availability confirmed up to isolator; earthing points ready; cable containment installed and cleared.
MEP/architectural interfaces coordinated: no clashes with sprinkler, ducts, finishes; landing nosing finishes recessed per OEM trim requirements.
Truss offloading/route surveyed; floor loading capacities checked; temporary protections/mats installed.

Tools & Calibrations

All lifting gear and measuring instruments calibrated/inspected within validity. Color coding per site rules.

Training & Briefings

Toolbox talk covering rigging, pinch points, glass handling, resin anchor use, and emergency response.
OEM specialist availability scheduled for critical steps: truss setting, chain tensioning, commissioning.

Materials Verification

Receipt inspection against packing list; damage check; storage in dry, secure area; glass panels stored on A-frames with edge protection.

Method Sequence

Step	Activity	Description	Responsibility	Inspection / Hold Point
1	Pre-install survey and pit verification	Verify pit dimensions, plinth levels, embedded plates/anchors positions; check clearances per OEM GA.	Site Engineer/Surveyor	Total station/laser level; dimensional check sheet
2	Lifting plan execution	Confirm crane position, radius, load, slinging points per OEM truss lift diagram; perform lift briefing.	Appointed Person/Crane Operator	Third-party certificates; pre-lift checklist
3	Truss lifting and placement	Rig truss using certified spreaders; lift, slew, and lower into pit; maintain clear exclusion zone.	Crane Operator/Riggers	Banksman directs; spotter monitors clearances
4	Temporary support & coarse alignment	Seat truss on bearing points; install temporary props/chain blocks to adjust height/position.	Installation Supervisor	Visual, initial level check
5	Final alignment and shimming	Fine-tune level, plumb and centerline; insert precision shims at supports; verify diagonals.	Surveyor/OEM Specialist	Survey verification
6	Anchoring and torqueing	Drill/clean holes (if post-installed), install anchors per ETA/OEM; tighten to specified torque sequence.	Installers	Hole depth/cleanliness; torque log
7	Baseplate grouting	Formwork, pre-wet, place non-shrink grout from one side, avoid air entrapment; cure per datasheet.	Installers/QA	Material batch, temperature, flow
8	Drive/motor/gear alignment	Install main drive, gearbox, and couplings per OEM; align shafts; fill lubricant to level.	OEM Specialist/Electrician	Dial indicator/laser alignment
9	Step chain installation & tensioning	Install step chains over sprockets; set tension devices; verify chain sag and symmetry.	OEM Specialist	Tension scale/indicator reading
10	Electrical termination and safety chain	Terminate power/control cables; verify earthing; connect safety devices in safety chain.	Electrician	Visual, continuity
11	Handrail drive and return assembly	Install handrail drive, return rollers, tensioning; feed handrail loop per OEM.	Installers/OEM	Visual, alignment
12	Balustrade and skirt installation	Fit balustrade panels (glass/metal) with gaskets; install skirts with uniform gap.	Installers	Glass edge condition; gap gauge
13	Step installation and landing plates	Install steps, ensure correct chain pinning; install landing plates and trims.	Installers	Visual, fastener torque
14	Comb plate fitment and adjustment	Set comb plates to mesh uniformly with step cleats; set impact switches.	OEM Specialist	Feeler gauge, visual
15	Pre-energization checks	Verify mechanical clearances, guards, oil levels, fasteners torqued, safety chain closed.	Supervisor/OEM	Checklist sign-off
16	Initial run-in at low speed	Bump test rotation; run no-load both directions; observe noise/vibration/temperatures.	OEM/Commissioning Engineer	Thermal/visual observation
17	Functional and safety device testing	Test E-stops, skirt obstruction, comb impact, missing step, step sag, speed monitor, direction limit, handrail entry, pit stop, phase failure, brake test.	OEM/QA/QC	Witness by Consultant/Authority (as required)
18	Handrail-speed vs step-speed check	Measure both speeds with tachometer over fixed time/distance.	Commissioning Engineer	Measurement record
19	Final finishing and signage	Install decking, trims, skirt brushes, lighting, pictograms; clean and protect.	Installers	Visual
20	As-built, handover, and training	Submit as-built survey, O&M manuals, spares, test certificates; provide operator training.	Project Manager/OEM	Document review

Health, Safety, and Environment – Safety Controls

Task-specific Hazards and Controls

Hazard: Truss lifting and suspended load striking personnel/structure
Consequence: Crush injuries, structural damage
Control: Engineered lift plan; verified lift points; use spreader beam; tag lines; exclusion zone ≥ load radius; controlled slew and landing
PPE: Helmet with chin strap, gloves, safety boots, high-vis, eye protection
Collective Measure: Barriers and spotters; radio comms; banksman control
Inspection/Permit: Crane and lifting gear certificates; pre-lift checklist; Lifting PTW [Verify per project HSE plan and local regulations]
Hazard: Work in pit/edges and potential falls
Consequence: Fall from height, fractures
Control: Edge protection/guardrails or temporary covers; MEWP/scaffold for landing works; maintained access/egress
PPE: Harness with lanyard where required, hard hat, boots
Collective Measure: Fixed barriers and toe boards; rescue plan for pit
Inspection/Permit: Scafftag/MEWP inspection; Working at Height PTW
Hazard: Pinch/shear points during chain/step installation
Consequence: Finger/hand injuries, entanglement
Control: Lock-out/tag-out; install mechanical guards; use push/pull tools; slow manual rotation only
PPE: Cut-resistant gloves, eye protection
Collective Measure: Exclusion of non-essential persons; clear signage
Inspection/Permit: LOTO log; supervisor sign-off before energization
Hazard: Electrical energization and testing
Consequence: Electric shock, arc flash, equipment damage
Control: LOTO; verify de-energized; IR and continuity tests before first power; rated isolators; correct PE bonding
PPE: Electrically rated gloves, arc-rated clothing as required, insulated tools
Collective Measure: Barriers and warning tags; dedicated test area
Inspection/Permit: Electrical PTW; test instrument calibration certificates
Hazard: Handling and installation of glass balustrades
Consequence: Lacerations, glass breakage, dropped object
Control: Use suction lifters and panel trolleys; install edge protectors; lift by trained team
PPE: Cut-resistant gloves, eye/face protection, safety boots
Collective Measure: Exclusion zone below workface; secure staging
Inspection/Permit: Panel inspection for chips/cracks; lifting gear check
Hazard: Resin anchors and chemical exposure
Consequence: Skin/eye irritation, sensitization
Control: Follow SDS; mixing/curing times per TDS; adequate ventilation; spill kits ready
PPE: Chemical-resistant gloves, goggles, long sleeves
Collective Measure: Dedicated mixing area with trays
Inspection/Permit: COSHH/SDS briefing; chemical PTW if required
Hazard: Power tools, drilling, and hot works (if any cutting)
Consequence: Noise-induced hearing loss, sparks, dust inhalation
Control: Dust extraction; wet suppression where safe; hot work permit and fire watch; rated extinguishers
PPE: Hearing protection, dust masks (FFP2/3 as required), gloves, goggles
Collective Measure: Acoustic screens if needed; housekeeping of slurry/dust
Inspection/Permit: PAT testing; hot work PTW; noise monitoring if required
Hazard: Manual handling of steps/components
Consequence: Musculoskeletal injuries
Control: Team lifts, trolleys, lift-assist devices; weight labeling
PPE: Gloves, supportive footwear
Collective Measure: Manual handling training; limit lift distances
Inspection/Permit: Supervisor checks; lifting assessment
Hazard: Fire and confined space (if pit classified)
Consequence: Asphyxiation, smoke inhalation
Control: Gas test (O2/CO/LEL) if required; continuous ventilation; fire watch during hot works
PPE: As required per gas test; standard PPE
Collective Measure: Emergency retrieval plan; extinguishers
Inspection/Permit: Confined space PTW; gas test records
Hazard: Noise and vibration from initial runs
Consequence: Hearing damage, nuisance
Control: Schedule noisy tests; maintain equipment; limit exposure duration
PPE: Hearing protection
Collective Measure: Noise barriers where practical
Inspection/Permit: Noise monitoring if stipulated by project HSE
Hazard: Slips/trips from debris, oil, grout
Consequence: Sprains/fractures
Control: Spill trays, absorbents, immediate cleanup; cable management
PPE: Non-slip safety boots
Collective Measure: Good housekeeping regime
Inspection/Permit: HSE inspections and daily walkdowns

[Verify per project HSE plan and local regulations]

Environmental Controls

Environmental Risks and Controls

Oils and lubricants
Risk: Spills contaminating floors/drains
Control: Store in bunded trays; spill kits at point of use; label waste oil drums; dispose via licensed contractor
Inspection: Weekly spill kit check; waste transfer notes retained
Grout and cement washout
Risk: Alkaline runoff
Control: Use lined mixing area; collect washwater; prohibit discharge to drains; cure compound per TDS
Inspection: Supervisor sign-off of containment before pour
Dust and silica from drilling
Risk: Air quality degradation
Control: Vacuum extraction; wet suppression where safe; FFP2/FFP3 RPE as needed
Inspection: Spot checks; maintain filters
Noise and vibration
Risk: Nuisance and hearing risks
Control: Limit noisy activities to approved hours; maintain tools; use acoustic screens
Inspection: Noise logs if required
Packaging and scrap
Risk: Waste accumulation
Control: Segregate wood, metal, cardboard, plastics; recycle where possible
Inspection: Waste area audits; removal tickets filed
Energy consumption during commissioning
Risk: Unnecessary emissions
Control: Limit run times; verify load only when necessary; switch off when idle
Inspection: Commissioning log review

QA/QC

Quality Assurance

Adhere to approved ITP with defined hold, witness, and surveillance points. OEM specialist to sign critical checks (truss alignment, chain tension, safety tests).
Instruments: Total station, torque wrenches, megger, tachometer—use within calibration validity; keep certificates on file.

Key Quality Controls and Records

Survey controls: Pre- and post-install as-built; record level/offsets; maintain within tolerances.
Anchors: Hole drilling per TDS; embedment depth verified; torque recorded; proof load test where specified (e.g., 1.25–1.5× service load) [Verify].
Grout: Batch records; flow/slump per datasheet; compressive strength tests (e.g., cubes at 7/28 days) meeting specified MPa.
Fasteners: Torque checklists; cross-marking/paint marks after final torque.
Electrical: IR ≥ specified; continuity and polarity correct; PE bonding resistance per IEC 60204-1.
Mechanical clearances: Skirt gap, comb engagement, step-to-skirt uniformity; guards/brushes fitted.
Functional testing: All safety devices per EN 115-1/OEM; stopping distance at rated load/speed within standard; handrail speed differential 0 to −2%.
Documentation: IRs, checklists, cube tests, torque logs, electrical test sheets, OEM commissioning sheets, as-built survey, O&M manuals.

Hold/Witness Points [Indicative]

Hold: Truss alignment prior to final torque/grout.
Witness: Anchor installation/torque; grout pour; pre-energization checks; functional/safety device tests.

Nonconformance and Correction

Record NCR for deviations; implement corrective actions; re-test affected parameters; update as-built and logs accordingly.

Attachments

Attachments (Indicative)

OEM General Arrangement drawings and installation manual
Approved lift/rigging plan and rigging sketch
Truss setting survey report (pre/post)
Anchor data sheets, installation instructions, torque values
Grout technical data sheet and MSDS; cube test results
Electrical single-line diagram, cable schedules, test sheets (IR, continuity)
QA/QC checklists: alignment, torque, skirt gap, comb engagement
Functional and safety device test sheets (EN 115-1/ASME A17.1 as applicable)
As-built drawings and deviation records
O&M manuals, spare parts list, warranty certificates
HSE documents: PTWs, TBT records, lifting gear certificates, COSHH/SDS

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ITP preview

The first inspection activities from the linked ITP for Method Statement – Heavy-Duty Escalator Installation (Transit/Commercial Building):

Activity	Inspection / Test	Acceptance Criteria	Responsibility	Record
Pre-install documentation/approvals	Verify approved drawings, lift plan, MS/ITP, permits	All approvals current and available	PM/QA-QC	Approval register/IR
Pit/plinth survey verification	Dimension/level survey	Within tolerances (level ≤3 mm; dims ±5 mm) [Verify]	Surveyor/Consultant	Survey report/IR
Concrete strength confirmation	Review cube results or core tests	≥ specified compressive strength [Verify]	QA-QC/Consultant	Test certificates

Showing 3 of 18 inspection activities. View full ITP →

Related Inspection and Test Plan

An Inspection and Test Plan (ITP) is available for Method Statement – Heavy-Duty Escalator Installation (Transit/Commercial Building). The ITP defines the inspection activities, acceptance criteria, hold and witness points, responsible parties, and records required to verify the work described in this method statement.

View the Method Statement – Heavy-Duty Escalator Installation (Transit/Commercial Building) ITP →

Frequently asked questions

EN 115-1 is the primary standard internationally; ASME A17.1/CSA B44 applies in North America. Verify local adoption and authority requirements.

Levelness should be ≤1 mm/m and ≤3 mm overall, with centerline offset ≤3 mm. Always verify with OEM and project specifications.

Per EN 115-1, the handrail must not be faster than the steps; allowable differential is typically 0 to −2% relative to step speed.

Use feeler gauges along the travel. Typical clearance is 3–4 mm, with uniformity within ±1 mm; confirm exact limits with OEM and EN 115-1.

As-built drawings, test certificates (electrical, functional, brake), QA/QC checklists, cube tests, O&M manuals, spares list, and warranty certificates.