Knowella

Crane and Hoist Inspection

A crane and hoist inspection checks the structure, mechanism, load bearing components and controls of lifting equipment against a statutory interval, not against a general condition score. Its recurring failure is treating a worn chain or a faulty safety latch as a defect to log rather than a reason to take the equipment out of service before the next lift.

KnowMaintainInspectionMNT-037Pinned in navigation55 fields across 6 sectionsFull researchSee the form

Reviewed by Siddarth SinghCSPLast reviewed 16 August 2026

Basis
OSHA 1910.179, ASME B30
Workspace
KnowMaintain
Form type
Inspection
Any load-bearing defect
Equipment out of service immediately
Feeds
Statutory register, CAPA, next inspection due

The short version

  • Crane and hoist inspection is a statutory examination, not a discretionary condition check; the interval is fixed by regulation or manufacturer requirement, and running late is itself a compliance failure.
  • Any defect on a load bearing component, chain, rope, hook or brake, takes the equipment out of service immediately, not at the next convenient stop; the form is built around that knockout logic rather than an averaged score.
  • Visual inspection alone under-detects wear in chain, rope and hook throat opening; measurement against a discard criterion is what makes a finding defensible, not an assessor's impression that it 'looks fine'.
  • OSHA 1910.179 and ASME B30 set the mechanical and structural requirements; where the equipment lifts over open product, hygienic design (drip containment, food-grade lubricant) is a separate layer on top, not a substitute for it.
  • A pass on the overall score with a fail on a knockout item is not a pass; the fit-for-service decision has to look at each load-bearing and safety-critical result individually, not the percentage.

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.

ClauseRequirementWhere it lands
OSHA 1910.179(j)Inspection classifications (frequent and periodic) and the items each classification must coverHeader
OSHA 1910.179(b)Structural and mechanical requirements for overhead and gantry cranes, including runway and travel mechanismStructure and mechanism
ASME B30.9Chain and rope inspection criteria, including wear measurement against a discard limitLoad bearing components
ASME B30.10Hook inspection, including throat opening measurement and safety latch functionLoad bearing components
OSHA 1910.179(n)Operational tests of brakes, limit switches and locking and safety devices before useControls and safety
EHEDG hygienic design guidanceContainment and food-grade lubrication for equipment operating over open productFood area considerations
OSHA 1910.179(j)(3)Removal from service and reporting where inspection finds a defect constituting a hazardOutcome

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.

United States

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.

United Kingdom

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.

International

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.

Measure wear, don't estimate it

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.

Function-test the safety devices, don't just look at them

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.

Treat any load-bearing fail as an immediate stop, not a scored item

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.

Set the next inspection from the statutory interval, not a calendar habit

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.

FindingClauseWhat 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 / B30.10Measure 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 guidanceComplete 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.

55fields
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
Field typesOwn ID, generated on saveCase thread and parentPick list from a registryLinked to another templateFollow up, dashed outlineScored

Header

16 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*

Users

Raised By*

Pick List

Site*

From FDN-001 Site NameFilter: Status is Active
Text

Site ID*

Linked

Format SITE-000.

Links to FDN-001 Site ID

Single Choice

Area

Optional

The area within the site.

Cutting roomBoning hallPackingChill storeFreezerPasteurisingFillingCulture roomDespatchYardWorkshopPlant roomOffices
Location

Exact Location

Optional

Drop a pin for anything hard to find.

Pick List

Asset*

From FDN-002 Asset NameFilter: Site matches, Status is Active
Text

Asset ID*

Linked

Format AST-0000.

Links to FDN-002 Asset ID

Single Choice

Equipment Type*

ForkliftPallet truckOrder pickerTow tractorCleaning machineAccess platform
Numeric Answer

Safe Working Load*

Single Choice

Inspection Type*

ScheduledUnscheduledFollow upPost incident
Single Choice

Inspector Competent*

Scored
  • Yes3 pts
  • No0 pts
Numeric Answer

Statutory Interval Months

Optional
Single Choice

Within Statutory Interval*

Scored
  • Yes3 pts
  • Overdue0 pts

Structure and mechanism

6 fields
Single Choice

Structure And Runway*

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

End Stops Present*

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

Travel Mechanism*

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

Hoist Mechanism*

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

Brake Function And Holding*

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

Gearbox And Drive*

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

Load bearing components

7 fields
Info

Any 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.

Single Choice

Chain Or Rope Condition*

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

Chain Or Rope Wear Measured*

Scored
  • Yes3 pts
  • No0 pts
Single Choice

Within Wear Limits*

Scored
  • Yes3 pts
  • Marginal1 pt
  • No0 pts
Single Choice

Hook Condition*

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

Hook Throat Opening Measured*

Scored
  • Yes3 pts
  • No0 pts
Single Choice

Safety Latch Present And Working*

Scored
  • Yes3 pts
  • Present but faulty0 pts
  • Missing0 pts

Controls and safety

6 fields
Single Choice

Pendant Or Remote Function*

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

Direction Markings Correct*

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

Emergency Stop Function*

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

Upper And Lower Limits Function*

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

Overload Protection Function*

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

SWL Marking Legible*

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

Food area considerations

3 fields
Single Choice

Located Above Open Product*

Scored
  • No3 pts
  • Yes0 pts
Single Choice

Drip Trays Or Containment Fitted

OptionalScoredShows if Located Above Open Product equals Yes
  • Yes3 pts
  • No0 pts
Single Choice

Food Grade Lubricant Used

OptionalScoredShows if Located Above Open Product equals Yes
  • Yes3 pts
  • No0 pts

Outcome

17 fields
Numeric Answer

Items Assessed*

Excludes anything marked N/A.

Numeric Answer

Items Failed*

Numeric Answer

Score Percent*

Scored

Calculated on submission. High is good. N/A items leave the denominator.

Single Choice

Result Band*

Scored
  • Pass3 pts
  • Caution1 pt
  • Fail0 pts
Numeric Answer

Completeness Percent*

How much of the template was actually answered. A high score on a half completed form is not a high score.

Single Choice

Equipment Fit For Service*

Scored
  • Yes3 pts
  • With restrictions1 pt
  • No0 pts
Single Choice

Taken Out Of Service

Optional
YesNo
Single Choice

Certificate Issued*

Scored
  • Yes3 pts
  • Not applicable3 pts
  • No0 pts
Single Choice

Action Required*

Scored

Raise the action record, then enter its reference here.

  • No2 pts
  • Yes0 pts
Single Choice

Priority

OptionalScoredShows if Action Required equals Yes
  • High0 pts
  • Medium1 pt
  • Low3 pts
Text

CAPA ID

OptionalLinkedShows if Action Required equals Yes

Format CAPA-2026-00000.

Links to FDN-014 CAPA ID

Users

Action Owner

OptionalShows if Action Required equals Yes
Date & Time

Next Inspection Due*

Users

Inspector*

Signature

Signature*

Users

Engineering Manager*

Signature

Second Signature*

MNT-037 · record IDs look like INSP-2026-000 · Links Asset

Open in Knowella

Run 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.

KnowMaintain

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.

Ella
Ella

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.

KnowSafe

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

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 1910.179 — 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.

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