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Recovery Underlift and Crane Safety Checklist

Free Safety Checklist template · Category: Vehicle Services and the Motor TradeView all Safety Checklist templates
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Risk Assessment Description:

This recovery underlift and crane safety checklist template from Health & Safety Zone helps recovery operators and workshop supervisors ensure safe lifting of vehicles using underlifts and mobile cranes in motor trade environments.

It covers all essential safety dimensions, including risk assessment, competent personnel, site conditions, equipment-specific inspections, lifting accessories, PPE, exclusion zones, emergency provisions, and compliance with the Lifting Operations and Lifting Equipment Regulations 1998. The guidance draws on HSE mechanical‑repair advice for work under vehicles and LOLER requirements.

Use this checklist for:

  • Pre‑use inspections – confirm the underlift and crane are ready before each lift.
  • In‑process monitoring – verify conditions remain safe during the recovery operation.
  • Post‑lift sign‑off – ensure equipment is made safe and records are updated.

Each item is answered Yes, No or N/A. Any No answer must be rectified before work continues or the equipment must be taken out of service.

Regular inspection of the underlift and crane helps prevent catastrophic failure, protects staff from injury and ensures compliance with the Lifting Operations and Lifting Equipment Regulations 1998, reducing downtime and liability.

To use the checklist, tick Yes, No or N/A for each item, record any No answers, and take corrective action before proceeding. Keep the completed form for the duration of the lift and retain it for audit purposes.

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

Compliant with: Lifting Operations and Lifting Equipment Regulations 1998; Management of Health and Safety at Work Regulations 1999.

Sample PDF Document Image:

Checks covered in this Recovery Underlift and Crane Inspection checklist

This Recovery Underlift and Crane Inspection 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 risk assessment for the recovery lift been completed and communicated to all operatives?
2Is the lift plan signed off by a competent person?
3Is the operator trained and competent to operate the underlift and crane?
4Is the operator wearing appropriate PPE such as a safety helmet, high‑visibility vest and steel‑toe boots?
5Is the work area clear of unnecessary obstacles and traffic?
6Is the ground or floor surface level and capable of supporting the underlift and crane loads?
7Are overhead services identified and protected from the lifting operation?
8Is the underlift hydraulic system free of leaks and fluid at the correct level?
9Is the underlift hydraulic hold valve functional and set correctly?
10Are the underlift lifting arms, pins and safety locks free of cracks, deformation and securely locked?
11Is the underlift load rating displayed and not exceeded for the vehicle being lifted?
12Is the underlift base and wheels stable, tyres in good condition and positioned on level ground?
13Is the underlift undercarriage inspected for damage and secure mounting?
14Is the underlift safety interlock system functional and engaged before lifting?
15Is the vehicle positioned correctly on the underlift and chocked before lifting?
16Is the crane’s rated capacity displayed and not exceeded for the intended load?
17Is the crane’s load chart available and used for the lift?
18Are the crane’s hooks, chains, slings and shackles inspected for wear, cracks and correctly tagged?
19Is the crane’s boom or arm inspected for structural integrity, cracks, bends and properly lubricated?
20Are the crane’s hydraulic hoses and couplings free of leaks, damage and properly secured?
21Are the crane’s outriggers correctly positioned, fully extended and on stable ground?
22Is the crane’s emergency stop functional and clearly accessible?
23Are the crane’s controls clearly labelled and operating correctly, including lift, travel and tilt functions?
24Is the crane’s seatbelt or ROPS in good condition and used by the operator where applicable?
25Is the crane’s lighting and warning devices such as horn or beeper operational?
26Is the crane operator’s seat adjusted correctly and is visibility from the cab unobstructed?
27Is a current thorough‑examination certificate for the crane on site and in date?
28Is a current thorough‑examination certificate for the underlift on site and in date?
29Are all lifting accessories such as spreader bars, shackles and hooks inspected and within certification?
30Are exclusion zones established and signage or barriers in place to protect by‑standers?
31Are first‑aid kits and emergency contact details readily available?
32After the lift, has the vehicle been safely lowered, secured and the equipment made safe and parked?

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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