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Trench Box & Shoring Installation Safety Checklist

Use our Checklist creator tool to create customised workplace safety documents. Learn more about Trench Box & Shoring Installation Safety Checklist Template below
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Checklist Questions

Every question is included by default. Untick any you want to leave out, or delete the ones you don't need.

Click Add Question to add your own custom checks. Click a row to edit its wording, and drag to reorder.

The Yes / No / N/A tick-boxes and comments space are added automatically on the exported PDF or Word document.

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Print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

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An editable Word (.doc) version with Yes / No / N/A tick-boxes and a comments space.

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A spreadsheet version for digital tracking and filtering.

Important: The documents produced by this tool are templates only. They must be reviewed and approved by a competent person or your HSEQ representative prior to publication or circulation, in accordance with our Terms & Conditions.

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Risk Assessment Description:

This trench box and shoring installation safety checklist template from Health & Safety Zone helps site managers, supervisors and operatives confirm that trench protection systems are correctly selected, installed and removed safely on construction groundworks.

It covers all essential safety areas including risk assessment, competent personnel, ground and weather conditions, correct box design and certification, lifting equipment checks, exclusion zones, personal protective equipment and emergency rescue. It references the Construction (Design and Management) Regulations 2015 and HSE guidance HSG185 on excavations.

Use this checklist for:

  • Pre‑installation checks – verify design, condition and site suitability before placing the trench box.
  • During‑installation monitoring – ensure safe handling, correct placement and exclusion zones.
  • Post‑installation sign‑off – confirm removal, site clearance and record keeping.

Each item is answered Yes, No or N/A – any No answer must be resolved before work proceeds or before the box is removed.

The checklist should be completed on site by the appointed competent person, with any negative response prompting immediate corrective action and documentation before the task can continue, ensuring compliance with Construction (Design and Management) Regulations 2015 duties and HSG185 recommendations.

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

Compliant with: Construction (Design and Management) Regulations 2015; HSG185.

Sample PDF Document Image:

Checks covered in this Trench Box and Shoring Installation checklist

This Trench Box and Shoring Installation safety checklist template covers 22 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 written risk assessment and method statement for the trench box and shoring work been completed and briefed to the team?
2Is a competent person appointed to supervise the installation and removal of the trench protection system?
3Are all operatives trained and competent in trench box handling and shoring installation?
4Is the ground condition suitable for the selected trench box type (stable, not water‑logged or loose)?
5Has the soil type and any underground services been identified and marked before work begins?
6Is the weather forecast acceptable (no heavy rain, high winds) for the duration of the installation?
7Is the trench box design appropriate for the depth, span and load requirements of the excavation?
8Is the trench box certified and inspected for damage, cracks or corrosion before use?
9Are all lifting points on the trench box clearly marked and within the equipment's rated load?
10Is the lifting equipment (crane, hoist, slings) inspected, tested and within its certification date?
11Are the lifting accessories (slings, shackles, hooks) appropriate for the box weight and condition?
12Is a safe exclusion zone established around the excavation and clearly signed?
13Are barriers, signage and lighting provided to protect other workers and the public?
14Is the trench box positioned level and securely braced before any loads are applied?
15Are all hydraulic or mechanical connections checked for leaks and proper operation?
16Is the access ladder or step for the trench box inspected and securely attached?
17Are operatives wearing required PPE (hard hat, high‑visibility vest, safety boots, gloves, eye protection)?
18Is a rescue plan in place, with trained personnel and suitable equipment for a possible collapse?
19Are first‑aid facilities and emergency contact details readily available on site?
20After work, has the trench box been safely removed, inspected for damage and stored correctly?
21Has the excavation area been backfilled, compacted and cleared of debris?
22Are all records of inspections, certifications and removal signed and filed as required?

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, and no signup required for guests.

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?

No — guests can build and download a checklist for free without signing up. Register a free account if you want to 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.