Knowella

Aerial Lift Pre-Use Inspection

An aerial lift pre-use inspection checks a scissor lift or boom lift before it is operated: structure, controls, guardrails, emergency lowering, and the ground and overhead conditions it is about to work in. Its recurring failure is not the machine check but the site check either being skipped or treated as a formality, when overhead power lines and unstable ground account for more serious incidents than mechanical faults do.

KnowSafeInspectionSAF-030Pinned in navigation40 fields across 5 sectionsFull researchSee the form

Reviewed by Siddarth SinghCSPLast reviewed 16 August 2026

Basis
OSHA 1910.67, CSA B354
Workspace
KnowSafe
Form type
Inspection
Completed by
The trained, authorised operator, before each use
Feeds
Asset register, work order, rescue plan

The short version

  • This is a pre-use check, done by the operator immediately before each use, not a scheduled maintenance inspection carried out by a technician on a calendar cycle.
  • The site conditions matter as much as the machine. Ground firmness, overhead clearance, proximity to power lines, exclusion zone and wind are checked with the same weight as tyres, hydraulics and controls.
  • Emergency lowering and the emergency stop are the two checks that matter most if everything else passes, because they are what gets a trapped operator down when the platform controls fail.
  • Authorisation and model familiarisation are checked separately. A current authorisation on aerial lifts generally does not establish competence on a specific make and model the operator has not run before.
  • A rescue plan has to exist before the lift goes up, not be improvised afterwards. A worker suspended or trapped at height cannot wait for an external emergency response to arrive and work out a plan on site.

What this is

What is an aerial lift pre-use inspection?

What is an aerial lift pre-use inspection?

An aerial lift pre-use inspection is a check the operator carries out before operating a scissor lift or boom lift, covering the machine itself (tyres, hydraulics, structure, controls, alarms) and the site it is about to work in (ground conditions, overhead clearance, exclusion zone, wind). A critical fault in either stops the lift being used.

Who can carry out the pre-use inspection?

The trained operator who is about to use the machine, and the template records both their current authorisation and their familiarisation with that specific model. A ticket for aerial lifts in general is not the same as competence on the exact machine in front of the operator.

What happens when a defect is found?

The lift is not used until the defect is resolved. The inspection scores knockout items rather than an average, so a single fail on a critical check, such as emergency lowering or a hydraulic leak, stops the machine regardless of how the rest of the checklist reads.

Scope

When is an aerial lift pre-use inspection required?

This inspection covers the pre-use check immediately before operating a scissor lift or boom lift. It is not the periodic mechanical inspection or thorough examination the machine also needs on its own separate cycle.

Use this template when

  • Before each use of the lift, by the operator about to use it
  • Every time the operator changes, even on the same shift and the same machine
  • Whenever the lift has been moved to a new location or set of site conditions since its last check
  • Before work begins in an area with overhead hazards, restricted ground conditions, or where a rescue plan needs to be confirmed
  • Before a lift returns to use after a defect or maintenance work order

Do not use it for

  • General Workplace Inspection, which walks an area for common hazards rather than checking a specific machine before operation
  • Forklift Pre-Use Inspection, which covers a different class of mobile equipment with different failure modes
  • Lifting Gear Inspection, which covers rigging and load-bearing hardware, not a self-propelled elevating platform
  • The periodic mechanical inspection or thorough examination of the lift itself, which is a scheduled technician-level check on its own cycle
  • Anything outside KnowSafe, which belongs in the workspace that owns that process

Compliance mapping

Which OSHA 1910.67 requirements does this satisfy?

OSHA 1910.67 sets the direct operating and inspection duties for aerial lifts, while CSA B354 carries the design and safe-use detail behind the site and equipment checks the template applies.

ClauseRequirementWhere it lands
OSHA 1910.67(b)Defines the scope of vehicle-mounted elevating work platforms and the requirement for authorised, trained operatorsHeader
OSHA 1910.67(a)General requirements for aerial lift design and use that the machine-level checks are drawn fromPre-start
OSHA 1910.67(c)(2)Lift controls tested and operating practices followed before use, including ground and platform control checksFunction
OSHA 1910.67(c)(2)Brakes set and outriggers, when used, positioned on pads or a solid surface before the platform is elevatedSite conditions
OSHA 1910.67(c)(2)A body belt or harness with lanyard attached to the boom or basket where the lift design requires itSite conditions
CSA B354Design, inspection and safe-use requirements for mobile elevating work platforms, including pre-use and site checksPre-start
Standard-specificA defect found before or during use is resolved before the lift is returned to serviceOutcome

What it does not cover

  • General Workplace Inspection, which does not examine a specific machine's controls and site conditions before operation.
  • Forklift Pre-Use Inspection, which addresses a different equipment class with different critical checks.
  • Lifting Gear Inspection, which covers rigging and slinging hardware, not a self-propelled elevating platform.
  • The periodic mechanical inspection or thorough examination, which is a scheduled technician-level check on its own cycle, separate from the operator's pre-use check.
  • Rescue plan development, which should already exist before the pre-use inspection confirms it is in place, not be created at the point of use.

Global

Aerial Lift Pre-Use Inspection requirements by country

The duty to check an aerial lift before use is close to universal in general terms, but how the check is framed, and which regime treats the lift as lifting equipment rather than mobile plant, differs by jurisdiction.

United States

OSHA 1910.67

Requires aerial lifts to be inspected and lift controls tested before use each day, with authorised, trained operators.

The daily pre-use test of controls is a specific, named requirement rather than general good practice.

Canada

CSA B354 series, referenced into provincial OHS regulations

Sets the design, inspection and safe-operating requirements for mobile elevating work platforms that provincial regulators point to.

The consensus standard's detail becomes the enforceable content once a province's regulation adopts it by reference.

United Kingdom

Lifting Operations and Lifting Equipment Regulations 1998 (LOLER)

Treats an aerial lift used to lift persons as lifting equipment, requiring thorough examination at prescribed intervals in addition to routine pre-use checks.

A machine that elevates people sits under lifting equipment law here, not just general work equipment law, which is a stricter regime than the mechanical check alone implies.

How to complete it

How to complete an aerial lift pre-use inspection, step by step

The checklist covers the mechanical and site items directly. The judgement that determines whether the inspection actually protects the operator sits in how a handful of specific answers are treated.

Weight the site conditions equally with the machine

Ground firmness, overhead clearance, proximity to power lines and wind are not secondary to tyres and hydraulics; they are checks with the same power to stop the job. A lift that passes every mechanical item on a site with an unmarked overhead line has not passed the inspection that matters.

Confirm the rescue plan exists before the platform goes up

A rescue plan referenced on the form after the lift is already elevated is not a plan, it is a gap being papered over. A suspended or trapped operator cannot wait while a plan is worked out, so the plan ID should point to something that already exists, not something being drafted in response to the question.

Separate authorisation from model familiarisation

A current authorisation establishes that the operator is trained on aerial lifts as a class. It does not establish that they know this specific machine's controls, quirks and emergency lowering procedure. Both fields need to be genuinely true, not treated as one check answered twice.

Treat emergency lowering and emergency stop as the checks that matter most

Every other item on the checklist assumes the platform will behave as expected. Emergency lowering and the emergency stop are what recovers the situation when it does not, and a fail on either should stop the lift regardless of how well everything else scored.

What auditors find

Most common aerial lift pre-use inspection findings

The template is thorough on paper. Findings tend to concern which checks were actually treated as stop-work items and which were waved through as formalities.

FindingClauseWhat fixes it
Site conditions checked quickly or from memory rather than assessed on the day, particularly overhead clearance and power lines.OSHA 1910.67(c)(2)Require the site conditions section to be completed at the actual location before elevation, not pre-filled from a prior visit.
Familiarisation on the specific model recorded as yes without genuine training on that machine.OSHA 1910.67(b)Tie the familiarisation field to a training record for that model rather than a self-declaration.
Rescue plan marked in place with no plan ID recorded, or a plan ID that does not resolve to a real document.Standard-specificRequire a valid plan reference before the inspection can be submitted as passed.
Emergency lowering or emergency stop scored as a routine item rather than a knockout, so a fail there did not stop the lift.OSHA 1910.67(a)Add hard-stop logic so a fail on either forces the overall result to fail regardless of other scores.
Defect found during use logged, but the lift returned to service before the work order was closed.Standard-specificBlock reissue of the asset until the linked work order shows the defect resolved.
Wind and exclusion zone checks answered without reference to actual conditions at height, which differ from ground level.CSA B354Prompt the operator to check conditions at the working height, not only at ground level before elevating.

Case in point

Case in point: the inspection that missed the site, not the machine

A boom lift passed its pre-use inspection cleanly: tyres, hydraulics, structure, guardrails, controls and alarms all scored pass. The operator was current on authorisation and had run this model before. The site conditions section was completed in under a minute, ground firm and level marked pass, overhead clearance marked pass, no overhead power lines marked pass.

The lift was working within three metres of a line that the site conditions check had marked clear, because the operator's attention that morning had been on the machine, which he knew well, rather than on the site, which had changed since the job was last worked there. The exclusion zone required for that voltage had not been set, and the near miss that followed was resolved without contact only because a second worker on the ground called it before the boom moved further.

The template

The template, field by field

The form exactly as it installs. Every field, option, score and conditional rule is editable, and the links to other templates come with it.

40fields
5 sections
Reference
SAF-030
Archetype
Inspection
Record ID
INSP-2026-000
Scoring
Pass or fail with knockout items
Direction
High is good
Singleton
No
Basis
OSHA 1910.67, CSA B354
Links
Links Asset, Worker
Tags
Inspection, Height, Mobile equipment
Sections
5
Fields
40
Follow up fields
3
Repeating sections
0
Links out
6
Field typesOwn ID, generated on saveCase thread and parentPick list from a registryLinked to another templateFollow up, dashed outlineScored

Header

12 fields
Text

Inspection ID*

Generated on save

Auto sequence. Format INSP-2026-00000.

The record's own ID. Other templates point at this value.

Single Choice

Status*

Scored

Drives who this goes to next.

  • Planned2 pts
  • In progress2 pts
  • Complete3 pts
  • Deferred0 pts
  • Open0 pts
  • Closed3 pts
  • Overdue0 pts
Date & Time

Date and Time*

Single Choice

Inspection Type*

Scheduled, unscheduled, follow up or post incident.

ScheduledUnscheduledFollow upPost incident
Pick List

Site*

From FDN-001 Site NameFilter: Status is Active
Text

Site ID*

Linked

Format SITE-000.

Links to FDN-001 Site ID

Pick List

Lift*

From FDN-002 Asset NameFilter: Type is aerial lift, Site matches
Text

Asset ID*

Linked

Format AST-0000.

Links to FDN-002 Asset ID

Pick List

Operator*

From FDN-003 Worker NameFilter: Site matches, Status is Active
Text

Person ID*

Linked

Format PER-0000.

Links to FDN-003 Person ID

Single Choice

Authorisation Current*

Scored
  • Yes3 pts
  • Expired0 pts
Single Choice

Familiarisation On This Model*

Scored

Machines differ. A ticket on one model is not competence on another.

  • Yes3 pts
  • No0 pts

Pre-start

6 fields
Single Choice

Tyres Or Tracks*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Hydraulic Leaks*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Structure And Welds*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Guardrails And Gate*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Decals And Placards*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Manual On Board*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator

Function

6 fields
Single Choice

Ground Controls*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Platform Controls*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Emergency Lowering*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Emergency Stop*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Tilt Alarm*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Outriggers Or Stabilisers*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator

Site conditions

11 fields
Single Choice

Ground Firm And Level*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Overhead Clearance*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

No Overhead Power Lines*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Exclusion Zone Set*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Wind Within Limits*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Fall Protection Anchored In Basket*

Scored
  • Pass2 pts
  • Partial1 pt
  • Fail0 pts
  • N/Aexcluded from denominator
Single Choice

Rescue Plan In Place*

Scored

A suspended worker cannot wait for the fire service.

  • Yes2 pts
  • No0 pts
  • N/Aexcluded from denominator
Text

Rescue Plan ID

OptionalLinked

Links to SAF-103 Plan ID

Single Choice

Permit Required*

YesNo
Multi Choice

Permit Type

OptionalShows if Permit Required equals Yes
Working at heightHot workConfined spaceElectrical isolationNot required
Text

Permit ID

OptionalLinkedShows if Permit Required equals Yes

Links to SAF-048 Permit ID

Outcome

5 fields
Single Choice

Any Defects Found*

Scored
  • Yes0 pts
  • No2 pts
Single Choice

Safe To Operate*

Scored
  • Yes2 pts
  • No, tagged out0 pts
Text

Work Order ID

OptionalLinkedShows if Any Defects Found equals Yes

Links to MNT-002 Work Order ID

Users

Operator*

Signature

Signature*

SAF-030 · record IDs look like INSP-2026-000 · Links Asset, Worker

Open in Knowella

Run it with agents

From a document you fill in to a programme that runs itself

The checklist itself is not where this fails. What slips is the site judgement made in under a minute, and the gap between an authorisation that exists and a familiarisation that is actually current.

KnowSafe

Holds the aerial lift register against operator authorisation and model familiarisation records, and blocks reissue of a lift with an open work order against it.

Ella
Ella

Flags when a site conditions section is completed unusually quickly relative to the job, and surfaces recent near misses at a location before the next lift goes up there.

KnowTrain

Tracks authorisation and model-specific familiarisation separately, so a general aerial lift ticket is never read as competence on a machine the operator has not actually run.

This template lives in KnowSafe — safety and compliance. Incidents, hazards, permits, inspections and the critical controls behind them.

Meet KnowSafe→

Glossary

Aerial Lift Pre-Use Inspection definitions and key terms

Pre-use inspection
The operator's check immediately before operating the lift, distinct from the scheduled mechanical inspection or thorough examination carried out on a separate cycle.
Knockout item
A checklist item whose fail result stops the lift being used regardless of how other items scored, rather than being averaged into an overall percentage.
Familiarisation
Practical competence on the specific make and model in front of the operator, distinct from a general authorisation to operate aerial lifts as a class.
Exclusion zone
The area around the lift's working envelope kept clear of unauthorised people and hazards, including the required standoff distance from overhead power lines.
Emergency lowering
The backup control, typically at ground level, used to bring the platform down if the primary platform controls fail or the operator becomes incapacitated.

FAQ

Frequently asked questions about aerial lift pre-use inspection

How is the pre-use inspection different from the lift's scheduled mechanical inspection?+

The pre-use check is done by the operator immediately before each use and covers whether the machine and the site are safe to work in today. The scheduled mechanical inspection or thorough examination is a technician-level check on its own calendar cycle, addressing the condition of the machine over time rather than the conditions on a given day.

Does a current aerial lift authorisation cover any make or model?+

No. Authorisation establishes training on aerial lifts as a class. Machines differ enough in control layout and emergency procedures that a separate familiarisation check on the specific model is treated as its own requirement, not assumed from a general ticket.

Why do site conditions carry the same weight as the machine check?+

Ground firmness, overhead clearance and proximity to power lines are conditions the machine itself gives no warning about, and they are behind a disproportionate share of serious incidents. A mechanically sound lift on unstable ground or near an unmarked line is not a safe combination regardless of how the machine checks scored.

What should happen if emergency lowering fails the check?+

The lift should not be used. Emergency lowering is what recovers the situation if the platform controls fail or the operator is incapacitated, and it should be treated as a stop-work item rather than one score among many.

Does a rescue plan need to exist before the lift is used?+

Yes. A worker suspended or trapped at height cannot wait for a plan to be worked out afterwards, so the inspection should confirm a plan already exists and reference it, rather than treating the question as a formality answered on the spot.

What happens when a defect is found part way through use?+

The lift should be brought down and taken out of service, with the defect logged against a work order. It should not go back into use until that work order shows the defect resolved, regardless of how urgent the job waiting for the lift is.

Keep going

Related templates and programmes

Siddarth Singh

Written and reviewed by

Siddarth Singh

Founder & Chief Executive Officer, Knowella

Certified Safety Professional and industrial and systems engineer with more than a decade inside food supply chain, freight and manufacturing operations. This page was written against the current text of the standards it cites, not against secondary summaries of them.

  • Certified Safety Professional (CSP), Board of Certified Safety Professionals
  • MBA, University of Chicago Booth School of Business
  • MS and BS, The Ohio State University, Industrial and Systems Engineering
  • Six Sigma Black Belt
Verify with BCSP →

Sources and last review. Reviewed 16 August 2026 against:

  • OSHA 1910.67 — Vehicle mounted elevating work platforms
  • CSA B354 series — Mobile elevating work platforms
  • Lifting Operations and Lifting Equipment Regulations 1998 (UK)
  • CSA — Canadian Standards Association

This page is general guidance, not legal advice. Confirm requirements with your jurisdiction’s regulator.

Start in Minutes, Not Weeks

Launch a Ready-Made Template and Customize It Your Way

Every template is fully editable. Adjust fields, workflows, and branding to match your processes, then deploy to your team instantly.