An educational library of workplace documents — purpose, who completes them, when they are used, typical fields, common mistakes and how they connect. Linked to workplace safety, workplace training, occupations, industries and employment documents. Informational only — template examples, not legal advice or official documents; employers remain responsible and using a document does not guarantee compliance.
What a crane pre-use check form is
A crane pre-use (or pre-shift) check form is a checklist a trained operator completes before lifting begins — confirming controls, brakes, limits, ropes, hooks and safety devices appear in order and recording any defect.
This page is an educational overview with a simplified example. It is not an official template, and completing it does not authorise anyone to operate a crane or replace the thorough examination of lifting equipment by a competent person.
Purpose
- Confirm the crane appears safe to use before lifting begins.
- Check controls, brakes, limit switches and safety devices.
- Identify rope, hook or structural defects early.
- Create a record that the pre-use check was carried out.
Who completes it
- The trained, authorised crane operator, before use.
- Defects are reported to a supervisor or maintenance.
- The employer decides who is authorised to operate and to check.
- Thorough examination of the crane is a separate, competent-person task.
When it is used
- Before each shift or before first lifting use that day.
- After a change of operator, where the employer requires it.
- When a fault is suspected during use.
- On returning the crane to service after maintenance.
Typical fields
- Crane identity, operator, date and shift.
- Controls, brakes, hoisting and travel, and limit switches.
- Rope or chain condition, hook and safety latch, load indicator where fitted.
- Structure, outriggers or rails as relevant, and warning devices.
- Defects found and action taken, and operator sign-off.
- Example fields only — adapt to the crane type and your risk assessment.
Common mistakes
- Signing the form without carrying out the checks.
- Lifting with a defect that should take the crane out of service.
- Overlooking rope, hook or limit-switch condition.
- Using a generic form that does not match the crane type.
Document workflow
The pre-use check sits alongside the operator’s training and authorisation, the lifting plan and the crane’s thorough examination record. A failed check should trigger a defect report and removal from service; recurring issues feed maintenance and any examination.
See the related documents below for what is commonly used with and completed after a crane pre-use check.
Retention (high level)
Completed checks are typically retained for a period set by the employer and any applicable rules, alongside maintenance and examination records. This page does not state a required period — confirm with the applicable law and the official authority.
Completing and sharing as a PDF
Pre-use checks are often recorded on paper or digitally and stored as PDFs with the crane’s records. Exporting to PDF supports the record; it does not make the check official or guarantee compliance.
Employer checklist
- Ensure operators are trained, authorised and competent to check.
- Provide a form that matches the crane type and a clear defect route.
- Make sure defective cranes are removed from service.
- Keep pre-use, maintenance and thorough-examination records together.
Operator notes
- Do the checks properly — do not sign for checks you did not make.
- If something fails, do not lift; report it.
- Know who to tell and where the form is kept.
Country considerations
Requirements for crane examination, operation and operator competence, and the official authority, vary by country. This page is general and high-level — not a statement of any country’s law and not a guarantee of validity.
Confirm current requirements with the official authority for your country and a qualified professional.
Who is responsible
The employer is responsible for safe lifting operations, operator competence and authorisation, crane maintenance and examination, and compliance. This page is an educational overview with a template example; it does not authorise anyone, does not replace training and does not transfer responsibility.
Export, edit and share documents
The documents, policies and templates this involves can be exported, edited, signed, stored and shared as PDFs with the HELPERG PDF Editor.
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