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Excavator (360) Pre-Use Inspection Safety Checklist

Free Safety Checklist template · Category: ConstructionView all Safety Checklist templates
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Risk Assessment Description:

Purpose This checklist ensures that a 360° tracked excavator is safe to operate before use. It verifies plant condition, operator competence, site suitability and legal compliance, helping to prevent accidents, equipment damage and project delays.

Coverage The checklist addresses the ten‑dimension safety framework: planning and documentation, competence and supervision, site environment, plant and equipment condition, substance handling, personal protective equipment, collective safety measures, emergency and welfare provisions, and completion sign‑off. Specific items cover fluid levels, track tension, hydraulic integrity, bucket and attachment security, ROPS/FOPS integrity, visibility aids, audible warnings, control functions, isolation points, guarding, PPE, fire extinguisher, first‑aid kit and rescue planning. It also supports safe lifting operations by verifying load‑handling components and stability of the machine.

Use this checklist for:

  • Pre‑use daily inspection of 360° tracked excavators before any operation.
  • Verification of plant condition prior to lifting or digging tasks.
  • Ensuring compliance with statutory requirements and industry guidance.

How to use Complete the checklist on site before starting work. Answer each question with Yes, No or N/A. Record any defects and report them immediately. Once all items are verified, sign and date the checklist as evidence of compliance.

Compliant with: PUWER 1998 (legislation.gov.uk), LOLER 1998 (legislation.gov.uk) and relevant HSE and CPA guidance. Fully editable and shareable.

Reference: CPA Guidance on Lifting with Excavators.

Sample PDF Document Image:

Checks covered in this Excavator (360) Pre-Use Inspection checklist

This Excavator (360) Pre-Use Inspection safety checklist template covers 23 checks. Customise the questions to your workplace, then download a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

#Checklist item
1Has a current risk assessment and method statement been reviewed and communicated?
2Are all operators certified and competent to operate this excavator?
3Is the work area clear of unnecessary personnel and obstacles?
4Is the ground condition suitable and stable for tracked operation?
5Are weather conditions safe for operation?
6Are all fluid levels (engine oil, hydraulic fluid, coolant) at correct levels and free of leaks?
7Is fuel stored safely on site and are there any fuel or oil leaks present?
8Are tracks and undercarriage free of damage, wear, and properly tensioned?
9Are hydraulic cylinders and rams inspected for leaks, damage, and proper operation?
10Is the bucket, quick‑hitch, and any attachment securely fixed and free of cracks?
11Is the ROPS/FOPS cab intact and seatbelt functional?
12Are mirrors, CCTV, and rear‑view devices clean and correctly positioned?
13Is the horn, beacon, and reversing alarm operational?
14Are all control levers, pedals, and emergency stop functions working correctly?
15Are isolation devices and lock‑out/tag‑out points clearly identified and functional?
16Are guards in place and any defects reported before use?
17Is appropriate PPE (helmets, hi‑vis, hearing protection, gloves) available and being worn?
18Are exclusion zones or signage in place to protect other workers from excavator movement?
19Is a fire extinguisher on board, serviced, and accessible?
20Is a first‑aid kit on site and personnel aware of its location?
21Is a rescue plan in place for overturn or entrapment?
22Are lifting accessories (hooks, chains, slings) inspected and certified as per LOLER 1998?
23Has the pre‑use checklist been completed and signed off?

Frequently asked questions

Are these safety checklist templates really free to download?

Yes — completely free. Customise any checklist to your workplace and download a professional, print-ready PDF in minutes. No paywall — a free account is all you need to download.

What format do the safety checklists download in?

Checklists download as a professional PDF, ready to print and complete on-site — each question has clear Yes / No / N/A tick-boxes and a comments space. You choose portrait or landscape at download. Word and spreadsheet formats are being added.

Can I customise the checklist questions to my workplace?

Yes — fully. Add your own questions, edit or remove any of the pre-written ones, and reorder them to suit your site, task or inspection before you download.

Are the safety checklists suitable for UK workplaces?

Yes. The checklists are written around UK health and safety good practice and HSE guidance, and are suitable for inspections, audits, toolbox checks and routine workplace monitoring.

Do I need an account to use the checklist templates?

You can build and preview a checklist without an account. To download the PDF you'll need a free account — it takes less than a minute, costs nothing, and also lets you save checklists to your dashboard and edit them later.

Can I add my company logo and branding to the checklist?

Yes — add your company logo, colours and details on Standard and Pro plans, so the exported checklist carries your own branding. Guests and Free downloads carry Health & Safety Zone branding.

How do I complete the checklist once it is downloaded?

The exported checklist is a blank, ready-to-use document: print it and tick Yes, No or N/A against each question and write any comments in the notes space, then sign and date it in the sign-off section.

What types of safety checklist can I create?

We are building specialist checklists across a wide range of subjects and industries — fire safety, workplace inspections, equipment and machinery checks, site inductions, vehicle checks, PPE, first aid and more. Browse by category to find the right one.

How often should safety checklists be completed?

It depends on the activity and your risk assessment — many checks are daily, weekly or monthly, while others are done before each task or shift. Completed, dated checklists provide a useful record of your monitoring.

Are the checklists a substitute for a risk assessment?

No. A checklist is a monitoring and inspection tool that complements your risk assessments and method statements — it helps confirm that controls are in place and working. Use them alongside your risk assessments.

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