What this is
What is a crane and hoist inspection?
What is a crane and hoist inspection?
A crane and hoist inspection is a structured periodic examination of overhead lifting equipment, checking structural integrity, the travel and hoist mechanism, load bearing components such as chain, rope and hook, and safety controls. It is carried out by a competent person at a statutory interval, and any defect on a load bearing component takes the equipment out of service immediately.
Who can carry out a crane and hoist inspection?
A competent person: someone with genuine knowledge and experience of this equipment type, able to detect a defect and judge its significance, not merely someone trained to complete the checklist. OSHA and ASME B30 assume this level of competence, and several national thorough-examination regimes require it formally.
What makes a defect a load bearing one?
Chain or rope, hook and brake are load bearing: the components directly holding and controlling the load. A defect on any of them removes the safety margin the whole lift depends on, which is why the form treats a fail on these items differently from a fail on, say, a direction marking.
Scope
When is a crane and hoist inspection required?
Crane and hoist inspection covers the equipment itself: structure, mechanism, load bearing components and controls. It is not the record of the lift plan, the sling or the rigging, and it does not extend to floor-level handling equipment.
Use this template when
- The statutory or manufacturer-set interval for this crane or hoist has arrived
- Before a lift where the equipment has not been used or inspected for an extended period, or after a change to the runway or duty
- Following a reported fault, near miss or overload event on the equipment
- A new record is needed; each one gets its own ID in the form INSP-2026-000
- You are running the Asset Inspection and Statutory Examination programme and this is one of its steps
Do not use it for
- Lifting Gear Inspection, which covers the sling, chain or shackle used with the crane rather than the crane or hoist itself.
- Asset Condition Inspection, which assesses general condition against defined criteria rather than a statutory lifting examination.
- Pressure Vessel Inspection, a separate statutory examination with its own written scheme.
- Racking Inspection, which covers storage racking rather than lifting equipment.
- Powered industrial trucks such as fork trucks and pallet trucks, which move loads at floor level and need their own pre-use and periodic checks, not this template.
Compliance mapping
Which OSHA 1910.179 requirements does this satisfy?
Overhead lifting equipment sits under a specific statutory examination duty in most jurisdictions, layered on top of general machinery guarding law. OSHA 1910.179 sets the mechanical and structural requirements for overhead cranes; ASME B30 volumes cover hoists, hooks and below-the-hook devices in more technical detail; and where the equipment lifts persons or loads over people, national thorough-examination regimes add a competent-person sign-off.
| Clause | Requirement | Where it lands |
|---|---|---|
| OSHA 1910.179(j) | Inspection classifications (frequent and periodic) and the items each classification must cover | Header |
| OSHA 1910.179(b) | Structural and mechanical requirements for overhead and gantry cranes, including runway and travel mechanism | Structure and mechanism |
| ASME B30.9 | Chain and rope inspection criteria, including wear measurement against a discard limit | Load bearing components |
| ASME B30.10 | Hook inspection, including throat opening measurement and safety latch function | Load bearing components |
| OSHA 1910.179(n) | Operational tests of brakes, limit switches and locking and safety devices before use | Controls and safety |
| EHEDG hygienic design guidance | Containment and food-grade lubrication for equipment operating over open product | Food area considerations |
| OSHA 1910.179(j)(3) | Removal from service and reporting where inspection finds a defect constituting a hazard | Outcome |
What it does not cover
- Lifting Gear Inspection, which covers the sling, chain or shackle used with the crane rather than the crane or hoist itself.
- Pressure Vessel Inspection, a separate statutory examination with its own written scheme.
- Rigging or lift plan, which documents how a specific lift will be carried out, not the condition of the equipment.
- Powered industrial truck inspection, for fork trucks, pallet trucks and similar floor-level handling equipment.
- Load testing or proof load certification, a discrete certification activity, typically at commissioning or after major repair, not a routine periodic inspection.
Global
Crane and Hoist Inspection requirements by country
The duty to examine lifting equipment periodically is close to universal, but the three regimes differ sharply in how prescriptive they are about interval, competence and what a defect requires next.
OSHA 1910.179; ASME B30.2, B30.9, B30.10, B30.16
OSHA sets frequent and periodic inspection duties directly; ASME B30 volumes are followed for the mechanical detail OSHA leaves unspecified.
There is no separate thorough-examination certificate regime as in the UK; the inspection record and removal-from-service action are what the standard expects.
Lifting Operations and Lifting Equipment Regulations 1998 (LOLER), regulation 9
Thorough examination by a competent person, at 12 months for lifting equipment or 6 months for equipment lifting persons or accessories, or as set by an examination scheme.
A LOLER thorough examination report is a distinct legal document from a routine maintenance inspection, and the interval is a statutory maximum, not a target to work towards.
ISO 4309
Wire rope discard criteria for cranes, giving the technical basis for wear and damage assessment referenced across many national regimes.
Where a national regime omits discard detail, ISO 4309 is the technical reference competent persons and manufacturers actually work to.
How to complete it
How to complete a crane and hoist inspection, step by step
The form prompts pass, partial or fail against each item. What determines whether the record protects anyone is what backs those answers up.
Chain and rope condition and hook throat opening each have a paired measurement question for a reason. A visual 'looks worn' assessment misses gradual elongation and diameter loss that only shows against a discard criterion, and it is the measurement, not the impression, that makes an out-of-service decision defensible afterwards.
Upper and lower limit switches, overload protection and the emergency stop have to be operated, not inspected visually for the presence of a switch. A limit switch that is present but has drifted out of adjustment looks identical to a working one until it is run to the stop.
Chain, rope, hook and brake are load bearing. A fail on any of them should take the equipment out of service in the same record, with Taken Out Of Service reflecting it, rather than being absorbed into an overall pass-with-caution score.
Within Statutory Interval exists as its own scored field because a competent inspection that runs late is itself the finding. Recording the interval in months for this specific equipment, rather than defaulting to an annual habit, is what keeps the crane genuinely in date.
What auditors find
Most common crane and hoist inspection findings
Crane and hoist findings are unusual in that the equipment is usually inspected on schedule. What fails is the depth behind a pass, and what happens after a load-bearing fail.
| Finding | Clause | What fixes it |
|---|---|---|
| Chain, rope or hook condition rated pass on visual impression, with the paired wear or throat opening measurement not actually taken. | ASME B30.9 / B30.10 | Measure and record the figure against the discard criterion; do not accept a pass on the condition question without the measurement question also being answered. |
| A load-bearing fail (chain, rope, hook, brake) is recorded but the equipment is not taken out of service in the same record. | OSHA 1910.179(j)(3) | Set Taken Out Of Service to Yes in the same submission as any load-bearing fail; a defect and a fit-for-service outcome cannot coexist on those items. |
| Brake holding assessed by observing a normal lift, not by the specific operational test that loads the brake. | OSHA 1910.179(n) | Run the operational test for brake holding under load and record the result against that test, not against a routine lift. |
| Emergency stop or limit switches recorded as present without being operated to confirm function. | OSHA 1910.179(n) | Function-test each safety device by operating it to its stop; presence and function are different questions. |
| Statutory interval and next inspection due left blank or copied forward without recalculation for this asset. | OSHA 1910.179(j) | Calculate Next Inspection Due from the statutory interval recorded for this specific equipment, not a generic annual default. |
| Equipment used over open product assessed on mechanical criteria only, with no record of drip containment or food-grade lubricant. | EHEDG hygienic design guidance | Complete the food area section whenever Located Above Open Product is Yes; a mechanically sound hoist can still be a contamination risk. |
Case in point
Case in point: the safety latch that was there but not working
A meat processing site inspected an overhead hoist used to move product between the chill store and the packing line. The inspection recorded the hook condition as pass, the safety latch as present, and the overall result as a pass with no action required. The record noted the latch was present because it was visible on the hook; nobody had tried to close it.
Three months later a load slipped off the hook when the latch failed to engage under a light load, staying a near miss only because the drop height was low. The latch spring had corroded in the chill store environment to the point where it no longer returned to the closed position, a condition invisible from a distance but obvious the moment someone tried to operate it. The fix was not a new question on the form; Safety Latch Present And Working already asked for exactly this. It was an instruction that load-bearing items marked 'present' must be operated, not observed, before being recorded as passing.
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.
6 sections
- Reference
- MNT-037
- Archetype
- Inspection
- Record ID
- INSP-2026-000
- Scoring
- Pass or fail with knockout items
- Direction
- High is good
- Singleton
- No
- Basis
- OSHA 1910.179, ASME B30
- Links
- Links Asset
- Tags
- Maintenance, Lifting, Statutory
- Sections
- 6
- Fields
- 55
- Follow up fields
- 5
- Repeating sections
- 0
- Links out
- 3
Header
16 fieldsInspection ID*
Auto sequence. Format INSP-2026-00000.
The record's own ID. Other templates point at this value.
Status*
Drives who this goes to next.
- Planned2 pts
- In progress2 pts
- Complete3 pts
- Deferred0 pts
- Open0 pts
- Closed3 pts
- Overdue0 pts
Date and Time*
Raised By*
Site*
Site ID*
Format SITE-000.
Links to FDN-001 Site ID
Area
The area within the site.
Exact Location
Drop a pin for anything hard to find.
Asset*
Asset ID*
Format AST-0000.
Links to FDN-002 Asset ID
Equipment Type*
Safe Working Load*
Inspection Type*
Inspector Competent*
- Yes3 pts
- No0 pts
Statutory Interval Months
Within Statutory Interval*
- Yes3 pts
- Overdue0 pts
Structure and mechanism
6 fieldsStructure And Runway*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
End Stops Present*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Travel Mechanism*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Hoist Mechanism*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Brake Function And Holding*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Gearbox And Drive*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Load bearing components
7 fieldsAny Defect Means Out Of Service
Chain, rope, hook and brake are load bearing. A defect on any of them takes the equipment out of service immediately, not at the next opportunity.
Chain Or Rope Condition*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Chain Or Rope Wear Measured*
- Yes3 pts
- No0 pts
Within Wear Limits*
- Yes3 pts
- Marginal1 pt
- No0 pts
Hook Condition*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Hook Throat Opening Measured*
- Yes3 pts
- No0 pts
Safety Latch Present And Working*
- Yes3 pts
- Present but faulty0 pts
- Missing0 pts
Controls and safety
6 fieldsPendant Or Remote Function*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Direction Markings Correct*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Emergency Stop Function*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Upper And Lower Limits Function*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Overload Protection Function*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
SWL Marking Legible*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Food area considerations
3 fieldsLocated Above Open Product*
- No3 pts
- Yes0 pts
Drip Trays Or Containment Fitted
- Yes3 pts
- No0 pts
Food Grade Lubricant Used
- Yes3 pts
- No0 pts
Outcome
17 fieldsItems Assessed*
Excludes anything marked N/A.
Items Failed*
Score Percent*
Calculated on submission. High is good. N/A items leave the denominator.
Result Band*
- Pass3 pts
- Caution1 pt
- Fail0 pts
Completeness Percent*
How much of the template was actually answered. A high score on a half completed form is not a high score.
Equipment Fit For Service*
- Yes3 pts
- With restrictions1 pt
- No0 pts
Taken Out Of Service
Certificate Issued*
- Yes3 pts
- Not applicable3 pts
- No0 pts
Action Required*
Raise the action record, then enter its reference here.
- No2 pts
- Yes0 pts
Priority
- High0 pts
- Medium1 pt
- Low3 pts
CAPA ID
Format CAPA-2026-00000.
Links to FDN-014 CAPA ID
Action Owner
Next Inspection Due*
Inspector*
Signature*
Engineering Manager*
Second Signature*
MNT-037 · record IDs look like INSP-2026-000 · Links Asset
Open in KnowellaRun it with agents
From a document you fill in to a programme that runs itself
The inspection record itself is straightforward. What slips is the connection between a load-bearing fail and the equipment actually being stopped, and between the statutory interval and the date the next inspection is really due.
Holds the crane and hoist library against the statutory interval for each asset, flags equipment running up to or past its due date, and keeps the inspection and out-of-service record together.

Watches for a load-bearing fail recorded without a corresponding out-of-service action, and raises it rather than letting a fail sit inside an averaged pass.
Tracks the statutory examination register across all lifting equipment, distinct from routine maintenance, so a LOLER-type interval is managed on its own clock.
This template lives in KnowMaintain — asset maintenance. Work orders, planned maintenance, calibration, reliability and shutdowns.
Meet KnowMaintain→Glossary
Crane and Hoist Inspection definitions and key terms
- Safe working load (SWL)
- The maximum load the equipment is rated to lift, marked on the equipment and checked for legibility as part of the inspection.
- Thorough examination
- A statutory examination of lifting equipment by a competent person, distinct from routine maintenance, required at a fixed maximum interval in several jurisdictions.
- Competent person
- Someone with the theoretical and practical knowledge of the equipment type to detect defects and assess their significance, not merely someone trained to complete the checklist.
- Discard criterion
- A measured limit, such as chain elongation or rope diameter loss, beyond which a load bearing component must be replaced rather than continued in service.
- Knockout item
- A field on the inspection whose failure determines the fit-for-service outcome regardless of the overall score, typically a load-bearing or safety-critical component.
FAQ
Frequently asked questions about crane and hoist inspection
How often does a crane or hoist need to be inspected?+
At the statutory interval for the jurisdiction and equipment type, commonly annually for general lifting equipment and every six months where the equipment lifts people or lifting accessories, plus before use after an extended idle period or a reported fault. The interval is checked at every inspection, because running late on it is itself a finding.
What counts as a load bearing component on a crane or hoist?+
Chain or rope, hook and brake. A defect on any of these takes the equipment out of service immediately rather than being logged for later attention, because a failure of any one of them is a failure of the thing holding the load.
Can the equipment pass if only a non-load-bearing item fails?+
Yes, with restrictions recorded and an action raised, provided the fail is not on a load-bearing or safety-critical control. A fail on structure, guarding or a marking is managed through the action process; a fail on chain, rope, hook or brake is not.
Does the presence of a safety device mean it passes?+
No. Presence and function are different questions. Limit switches, overload protection, emergency stops and hook safety latches all need to be operated to confirm they work, not just observed as fitted.
What is different about equipment used over open product?+
It carries hygienic design considerations, drip containment and food-grade lubricant, in addition to the mechanical inspection. A hoist can pass every structural item and still be a contamination risk if it sits over an open product line without containment.
Who can carry out the inspection?+
A competent person: someone with genuine knowledge of the equipment type and its failure modes, not simply someone who has been shown the checklist. Several regimes require this formally for the statutory examination; it is good practice everywhere else.
Keep going
Related templates and programmes
Industries this is written for
Programmes this belongs to
Used together in Asset Inspection and Statutory Examination
Asset Condition Inspection
Assesses the general condition of an asset against defined criteria
Vibration Analysis Record
Records vibration readings taken from rotating equipment
Thermographic Survey
Records infrared images of electrical panels, motors and bearings to find hot spots
Oil Analysis Record
Records laboratory analysis of lubricating oil, covering wear metals, contamination and additive condition
Ultrasonic Inspection Record
Records ultrasonic readings used to find air leaks, electrical discharge and early bearing wear
Pressure Vessel Inspection
Checks pressure vessels and their safety devices for corrosion, damage and correct operation
More in Asset Inspections
Asset Condition Inspection
Assesses the general condition of an asset against defined criteria
Vibration Analysis Record
Records vibration readings taken from rotating equipment
Thermographic Survey
Records infrared images of electrical panels, motors and bearings to find hot spots
Oil Analysis Record
Records laboratory analysis of lubricating oil, covering wear metals, contamination and additive condition
Ultrasonic Inspection Record
Records ultrasonic readings used to find air leaks, electrical discharge and early bearing wear
Pressure Vessel Inspection
Checks pressure vessels and their safety devices for corrosion, damage and correct operation

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
Sources and last review. Reviewed 16 August 2026 against:
- OSHA 1910.179 — Overhead and gantry cranes
- ASME B30.2, B30.9, B30.10, B30.16 — Overhead cranes, slings, hooks and hoists
- Lifting Operations and Lifting Equipment Regulations 1998 (LOLER), regulation 9 (UK)
- ISO 4309 — Cranes: wire ropes, care, maintenance, installation, examination and discard
This page is general guidance, not legal advice. Confirm requirements with your jurisdiction’s regulator.