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Hoist inspection checklist
For hoist operators carrying out authorised pre-use checks. Record equipment and scope, hoist configuration and pre-use checks. Try the form below, see every question or download a blank PDF or Word copy.
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Does a pre-use check replace a thorough examination?
HSE distinguishes operator pre-use checks from formal inspection and thorough examination. Construction hoists require suitable planning, maintenance and competent operation; checks must follow the specific hoist instructions.
Last updated . Facts checked by the SiteSurvey team on 6 October 2026 against HSE construction lifting operations and HSE lifting equipment at work.
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Every question in the construction hoist pre-use check template
A construction hoist pre-use record covering equipment identity, landing protection, visible condition, authorised function checks and defect handover. 6 sections and 39 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Site or premises address: the site address, from the space or the project
- Client or organisation: the project's customer
Record details and scope
- ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name - Site or premises addressShort answerFills in from the site address, from the space or the project
- Client or organisationShort answerFills in from the project's customer
- Record date*Date
- Person completing the record*Short answer
- CheckFor construction goods or passenger hoists within their approved use. This is not a patient-hoist checklist, load test, erection acceptance or LOLER thorough examination.
- CheckHSE distinguishes operator pre-use checks from formal inspection and thorough examination. Construction hoists require suitable planning, maintenance and competent operation; checks must follow the specific hoist instructions.
Equipment and scope
- Hoist ID, model and location*Short answer
- Competent person and authorisation*Short answer
- Manufacturer or approved procedure reference*Short answer
- Work or inspection scope and exclusions*Notes
Hoist configuration
- Approved hoist use*Choose one
- Goods only
- Passengers and goods
- Rated capacity and posted restrictions*Short answer
- Landings in use and access arrangementShort answer
- Current examination and inspection references*Short answer
Pre-use checks
- Landing gates and enclosure visibly intact*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Car gates and interlock checks completed under procedure*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Mast, ties and fixings visibly checked within safe access*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Controls, stops and communications checked under procedure*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Travel path and loading area clear*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Function-check record and limitationsShort answer
Record the permitted functional check and observed result using the machine instructions. State any test not performed and the reason.
Handover
- Use decision*Choose one
- Available within recorded limits
- Restricted use
- Out of service
- Restrictions, isolation and person informed*NotesShown only when the answers above make it relevant
- Repair or follow-up job referenceShort answer
- Condition and defect evidencePhotos
Actions and review
- Are further actions required?*Choose one
- Yes
- No
- Further actionRepeat for each further action. Each one asks:Shown when “Are further actions required?” is “Yes”
- Action and evidence reference*Notes
- Person responsible*Short answer
- Target dateDate
- Action status*Choose one
- Open
- In progress
- Completed
- Completion evidence*NotesShown when “Action status” is “Completed”
- Outstanding limitations and information to pass onNotes
- Record status*Choose one
- Ready for review
- Further work needed
- Work or use stopped
- Reviewed byShort answer
- Review dateDate
- Author signature*Signature
- CheckSigning records the information entered. It does not itself certify legal compliance, remove a limitation or authorise unsafe work.
Scope and responsibility
For construction goods or passenger hoists within their approved use. This is not a patient-hoist checklist, load test, erection acceptance or LOLER thorough examination.
What a useful entry looks like
Function-check record and limitations
Record the permitted functional check and observed result using the machine instructions. State any test not performed and the reason.
Functional checks completed only within operator procedure H-04. One listed check was not performed because access was restricted and was reported for review.
Fictional example of record wording. Use the actual evidence and approved arrangements for your job; this is not a completed report or an instruction to carry out the work.
See it filled in
A completed construction hoist pre-use check report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Construction Hoist Pre-use Check FAQs
How should I record “Function-check record and limitations”?
Record the permitted functional check and observed result using the machine instructions. State any test not performed and the reason.
Can passengers use a goods-only hoist?
No. Record the approved use and restrictions from the equipment information; this form does not change them.
Should I defeat an interlock to test it?
No. Use only the approved safe checking procedure and refer defects to a competent person.
What happens when a defect is found?
Record the defect, use decision, isolation or restriction, and the person informed.
What are the limits of this template?
For construction goods or passenger hoists within their approved use. This is not a patient-hoist checklist, load test, erection acceptance or LOLER thorough examination.
Can I complete this form on site and share the record?
In the SiteSurvey app the form works offline, with photos and signatures recorded against the questions. Share the completed record as a PDF or a link. Dates and action owners are recorded fields; this form does not send reminders or update other systems.
Related
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Templates that go with the construction hoist pre-use check form
A crane operator pre-use record covering machine identification, manufacturer checks, visible condition, safety devices, defects and handover.
A lifting accessory pre-use record with identification, capacity markings, examination references, condition findings, quarantine and handover details.
A MEWP pre-use record with machine and operator details, visual and functional checks, operating-area constraints, rescue arrangements and defects.
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