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Moving and Handling Hoist Pre-Use Safety Checklist for Schools and Learning Environments

Free Safety Checklist template · Category: Schools and Learning EnvironmentsView all Safety Checklist templates
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Risk Assessment Description:

This moving and handling hoist pre-use safety checklist template from Health & Safety Zone helps teaching assistants, SENCOs, first aiders and welfare staff ensure safe lifting of persons and loads in education settings.

It covers the essential checks for manual handling and hoist operation, including risk assessment, competence, equipment inspection, load limits, safe technique, PPE and emergency arrangements. The checklist aligns with the Manual Handling Operations Regulations 1992 and relevant lifting equipment standards.

Use this checklist for:

  • Pre‑use inspections – verify hoist condition and handling plan before each lift.
  • Site safety audits – confirm the environment and personnel are prepared.
  • Training and briefings – reinforce safe manual handling practices.

Each question is answered Yes, No or N/A; any No answer must be addressed before the lift proceeds.

To use the checklist, the appointed supervisor should walk the site, answer each question, and record any ‘No’ responses. These issues must be corrected or mitigated before the hoist is operated. Completed checklists should be retained for the duration of the lift and reviewed during post‑lift debrief.

Fully editable and shareable – customise the questions to your setting and download as a PDF.

Compliant with: Manual Handling Operations Regulations 1992; LOLER 1998.

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Checks covered in this Moving and Handling Hoist Pre-Use checklist

This Moving and Handling Hoist Pre-Use 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 risk assessment for the moving and handling task, including hoist use, been completed and communicated?
2Are all operatives trained and competent to operate the hoist and perform manual handling?
3Is the hoist inspected in accordance with LOLER and a valid thorough examination certificate available?
4Is the hoist’s load limit clearly displayed and not exceeded for the intended load?
5Are the lifting slings or chains inspected for wear, damage, and appropriate rating for the load?
6Is the hoist positioned on a stable, level surface free of obstructions?
7Is the area beneath the load clear of personnel, equipment, and trip hazards?
8Are appropriate barriers or signage in place to protect by‑standers during the lift?
9Is a handling plan in place that details the load path, lifting points, and emergency stop procedure?
10Are workers wearing suitable PPE, including gloves, safety footwear, and where required, eye protection?
11Is the hoist’s emergency stop function tested and operational before use?
12Are the hoist controls and cables free from damage and securely attached?
13Is the hoist’s brake system inspected and confirmed to be functional?
14Is the overload protection device (load limiter) tested and operational?
15Are all safety guards and latch devices on the hoist present and undamaged?
16Is the hoist’s power source (cable or battery) inspected for damage and safe to use?
17Is the hoist’s load indicator or weighing device calibrated and clearly readable?
18Is the load secured correctly on the sling/chain and balanced before lifting?
19Is the lift height within the safe working range of the hoist and does the operator maintain visual contact?
20Are first‑aid arrangements and a designated responsible person identified for the task?
21On completion, is the hoist switched off, isolated, and stored safely?
22Are any defects or concerns recorded and reported after the lift?
23Has the area been restored to a safe condition after the lift is finished?

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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