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Excavator Crane Lifting Safety Checklist

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

This excavator crane lifting safety checklist template from Health & Safety Zone enables site supervisors and operators to verify that an excavator is safely used as a crane for lifting tasks on construction sites.

It aligns with the requirements of LOLER 1998 and PUWER 1998, as well as HSE lifting guidance and CPA lifting with excavators guidance. The checklist covers lift planning, competence, site conditions, equipment condition (engine oil, hydraulic fluid, tracks, undercarriage, quick‑hitch, load chart, rated capacity, safety devices), exclusion zones, signage, PPE and emergency arrangements, ensuring statutory compliance.

Use this checklist for:

  • Pre‑use inspection – confirm the excavator and lift plan are safe before each lift.
  • In‑process monitoring – verify controls and load handling remain safe during the lift.
  • Post‑lift make‑safe – ensure the plant is secured and records completed.

Each item is answered Yes, No or N/A – any No answer must be resolved before work proceeds or the equipment is moved. Record any No answers and take corrective action before proceeding, and retain the completed checklist for audit purposes.

Fully editable and shareable – customise the questions to your site, download as a PDF and share with your team.

Compliant with: LOLER 1998; PUWER 1998; HSE lifting guidance; CPA lifting with excavators guidance.

Sample PDF Document Image:

Checks covered in this Excavator use as a crane for lifting operations checklist

This Excavator use as a crane for lifting operations safety checklist template covers 32 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 lift plan and risk assessment for the excavator crane lift been prepared and briefed to the crew?
2Is the excavator operator trained, competent and authorised to perform crane lifts?
3Is a competent supervisor present to oversee the lift?
4Are the site ground conditions suitable and stable for the excavator undercarriage and outriggers?
5Is the lift area clear of overhead power lines and other obstructions?
6Is the weather forecast suitable – no high winds or adverse conditions that could affect lift stability?
7Are exclusion zones and barriers established to protect other workers and the public?
8Are appropriate signage and warning signs displayed to inform workers of the lift?
9Is the load within the excavator's rated capacity as shown on the load chart?
10Is the correct lifting point on the load identified and free of damage?
11Are slings, chains or lifting attachments inspected for wear, cracks or deformation and suitable for the load?
12Is the quick‑hitch locking pin and safety pin securely engaged?
13Is the excavator's hydraulic fluid level correct and free of visible leaks?
14Is engine oil level correct and oil free of contamination?
15Is coolant level correct and no coolant leaks observed?
16Are all tracks or tyres in good condition, with proper tension and no excessive wear?
17Is the undercarriage free of cracks, broken links or damaged components?
18Is the boom/arm (if fitted) free of cracks, bends or excessive wear and all pins secure?
19Are the hydraulic hoses, couplings and fittings inspected for leaks or damage?
20Is the ROPS/FOPS structure intact and not compromised?
21Is the operator seat and seat‑belt functional and correctly adjusted?
22Are all warning lights, horn and reversing alarm operational?
23Is the emergency stop button functional and easily reachable?
24Are all control levers and pedals moving smoothly without binding?
25Is the excavator's LOLER thorough examination certificate up to date and displayed?
26Is the excavator compliant with PUWER 1998 maintenance and inspection records?
27Is appropriate PPE (hard hat, high‑visibility vest, safety boots, gloves) worn by all personnel involved?
28Are first‑aid kits and emergency contact details readily available on site?
29Is a rescue plan in place and communicated to all personnel?
30After the lift, has the excavator been parked on level ground, isolated and keys secured?
31Has the quick‑hitch been disengaged and stored safely after use?
32Has the lift plan and any incident notes been recorded and filed?

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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