What this is
What is a lifting gear inspection?
What is a lifting gear inspection?
A lifting gear inspection is an examination of lifting accessories, the items between the hook and the load, against defined discard criteria. It covers chain, wire rope and webbing slings, hooks, shackles, eyebolts, rings and below-the-hook devices, checking cuts and abrasion, deformation and stretch, corrosion and heat damage, latch and splice integrity, and a legible mark carrying the working load limit. It runs in two forms: a pre-use check by the user, and a formal examination by a competent person at a statutory interval.
What is the difference between a pre-use check and a thorough examination?
A pre-use check is a visual and tactile look by the person about to lift, aimed at damage since the last use, and it produces no report. A thorough examination is a systematic examination by a competent person, at a defined interval, sufficient to detect defects that are or may become dangerous, and it produces a report with prescribed particulars. One is a habit, the other a legal instrument, and doing the first well does not discharge the second.
Who counts as a competent person for lifting gear?
Someone with the practical and theoretical knowledge and experience of the equipment to detect defects and judge their significance, and enough independence to say so without commercial or operational pressure. Competence is specific to the item type: competent on webbing slings is not competent on chain slings or below-the-hook devices.
Scope
When is a lifting gear inspection required?
This is the accessory inspection: everything between the hook and the load. It is not the inspection of the lifting appliance, and it is not the plan for the lift. Using it for the crane or the racking produces a record that neither the statutory examination series nor the inspection round can read.
Use this template when
- The pre-use check by the slinger or user before a lift, recorded against the specific item
- The periodic examination of slings, chains, hooks, shackles and eyebolts by a competent person
- After a shock load, suspected overload, heat exposure or chemical contact, whatever the interval
- On receipt of new gear, verifying certificate, identification mark and load limit before it enters the register
- When gear returns from hire, loan or repair, before it goes back into the store
Do not use it for
- The crane, hoist or gantry itself, which needs MNT-037 Crane and Hoist Inspection and its own examination interval
- Personal fall protection, which is SAF-026 Fall Arrest Equipment Inspection with different discard criteria and a different standard behind it
- Pallet racking, which is SAF-131 Racking Inspection with damage classified by risk level rather than pass or fail
- Planning the lifting operation, which is a lift plan under LOLER regulation 8 and a design activity rather than an inspection
- Hand tools, cutting equipment and workshop items, which belong to SAF-038 Hand Tool Inspection
Compliance mapping
Which OSHA 1910.184 requirements does this satisfy?
Lifting accessories sit in the most prescriptive corner of equipment inspection. The criteria for removal from service are written into the standards, the interval is set in law, and the outcome of a failure is specified rather than left to judgement.
| Clause | Requirement | Where it lands |
|---|---|---|
| OSHA 1910.184(d) | Each day before use, the sling and all fastenings and attachments inspected for damage by a competent person, with defective slings immediately removed from service | Gear |
| OSHA 1910.184(e)(1) | Alloy steel chain slings to carry permanently affixed durable identification stating size, grade, rated capacity and manufacturer | Gear |
| OSHA 1910.184(e)(3) | Thorough periodic inspection of alloy steel chain slings at intervals no greater than twelve months, with a record of the most recent month each sling was inspected | Header |
| OSHA 1910.184(i)(8) | Synthetic web slings removed from service for acid or caustic burns, melting or charring, holes, tears or cuts, broken stitching in load-bearing splices, excessive abrasion, knots, distorted fittings or missing identification | Gear |
| ASME B30.9 | Frequent and periodic sling inspection by a designated person against defined removal criteria, with written records of the periodic inspection | Gear |
| ASME B30.10 and B30.26 | Hooks and rigging hardware identified and removed from service on defined criteria including throat opening increase, twist, wear and cracks | Gear |
| LOLER 1998 reg.9(3) | Thorough examination of lifting accessories at least every six months, or in accordance with an examination scheme drawn up by a competent person | Header |
| LOLER 1998 reg.10 | Report of thorough examination made, with defects involving existing or imminent danger notified forthwith and reported to the enforcing authority | Result |
What it does not cover
- The report of thorough examination, which under LOLER regulation 10 carries prescribed particulars including the examiner, the date, the safe working load and the next examination date, and is a document rather than a score.
- The lift plan, which under LOLER regulation 8 must be planned by a competent person and covers load weight, centre of gravity, sling angle, mode factor and exclusion zone; the inspection says the sling is sound, not that it suits the lift.
- Proof testing and initial verification, which happens before first use and on repair, and is evidenced by a manufacturer's certificate or test report rather than an inspection record.
- Statutory examination of the lifting appliance, which for a crane or hoist runs at twelve months, or six where it lifts persons, and belongs to the crane and hoist record.
- Slinger and rigger competence, which needs training and assessment records against the lifts actually performed, and is the control most often missing on sites whose gear records are exemplary.
Global
Lifting Gear Inspection requirements by country
This is one of the few areas where regimes converge on hard numbers. Every major jurisdiction requires periodic examination by a competent person, a legible rating on the item, and defective gear taken out of use; the differences are the interval and whether a report is prescribed.
OSHA 29 CFR 1910.184; ASME B30.9, B30.10, B30.20 and B30.26
Daily pre-use inspection plus periodic inspection at least annually for chain slings, with removal criteria set by sling type and a record of the most recent inspection month.
The ASME criteria are what a compliance officer measures against, so a site inspecting to 1910.184 alone passes fewer hooks than it thinks.
LOLER 1998 regulations 7 to 11; PUWER 1998 regulations 5 and 6
Marking of safe working load, thorough examination of accessories at least six monthly, reports with prescribed content, defects reported to the enforcing authority.
The six-month interval and the duty to notify imminent danger make this the strictest common regime, and the one that catches sites on an annual cycle.
Directive 2009/104/EC article 4a; Machinery Regulation and Directive 2006/42/EC Annex I section 4
Periodic inspection of work equipment by competent persons with results recorded, and marking of the working load limit on accessories at supply.
Intervals are set nationally rather than by the directive, so a group operating across member states cannot standardise on one number without checking each.
Provincial OHS regulations with CSA B167 and CSA Z150; Canada Labour Code Part II for federal workplaces
Rated load marked and legible, examination by a competent person at prescribed intervals, defective gear removed from service.
The interval and the qualification required of the examiner differ by province, so a national procedure has to work to the strictest of them.
Model WHS Regulations Chapter 5 (plant and structures); AS 4991, AS 3775 and AS 1353
Duty to inspect and maintain plant, with the Australian Standards setting intervals and discard criteria for chain, wire rope and webbing slings.
The standards are the practical benchmark for frequency and discard, and a regulator reads a departure from them as something the site must justify.
ISO 4309; EN 13414 and EN 1492; ISO 45001 clause 8.1.2
Discard criteria for wire rope and sling assemblies, with a management system duty to control the hazard at source.
Broken wire counts, deformation limits and stretch tolerances are numeric, so whether an item is fit is settled by measurement rather than opinion.
How to complete it
How to complete a lifting gear inspection, step by step
The gear section repeats per item, and how the record is cut decides whether it is usable afterwards. Four calls determine whether an inspection can be traced to a physical object and whether a failure actually removes that object from use.
Item and Asset ID exist so the record points at a physical object. Recording six identical two-tonne webbing slings as one row makes a fail untraceable, because nobody can say which of the six was cut. Mark every item individually, and refuse gear into the store until it has a mark and a register entry: an unmarked sling cannot meaningfully be inspected.
Inspection Type carries the interval, and the shipped options suit general equipment rather than accessories. Where LOLER applies, cut them to six monthly for accessories; under OSHA, twelve months is the ceiling for chain slings, and ASME B30.9 leaves the periodic interval to a qualified person judging service conditions. Decide it once and write it into the option list.
Destroyed answering No, still in service is a live danger, not a data point. Treat it as a knockout that raises a finding with an owner and a same-day deadline, and require evidence of destruction, a photograph of the cut sling or a scrap record, before the register status changes. Quarantine is a poor holding position: gear in a quarantine bin returns to the rack once the person who put it there is on nights.
Working Load Limit Kg, the condition items and the photograph together evidence that the discard decision was correct. A record showing Result Fail with every condition item passed says the item failed for a reason nobody wrote down, which a repeat-defect trend cannot use. Where an item passes with conditions, name the condition: derated, restricted to vertical use, re-examine in one month.
What auditors find
Most common lifting gear inspection findings
Lifting gear findings divide into two families: the item that should have been discarded and was not, and the record that cannot be tied to an item at all. The second turns a single missed sling into a fleet-wide problem.
| Finding | Clause | What fixes it |
|---|---|---|
| Item failed at inspection and returned to the rack; Destroyed recorded as No, still in service. | OSHA 1910.184(d) | Remove and destroy the item the same day, and evidence destruction before the register status is changed. |
| Identification mark missing, illegible or replaced with a hand-written tag. | OSHA 1910.184(e)(1) | Withdraw the item; no accessory returns to service without a durable mark carrying the load limit. |
| No thorough examination report for an accessory within the last six months. | LOLER 1998 reg.9(3) | Examine the affected items and put the interval on the asset register, not a spreadsheet. |
| Inspection recorded against a sling type rather than a serial number, so failures cannot be traced. | ASME B30.9 | Mark and register every item individually; reject unmarked gear at goods-in. |
| Hook throat opening stretched or hook twisted beyond the discard limit, item still in use. | ASME B30.10 and B30.26 | Gauge hooks against the manufacturer's dimensions at periodic inspection and discard on the number. |
| Webbing sling with cut edge stitching or heat glazing passed as cosmetic. | OSHA 1910.184(i)(8) | Apply the criteria as written; damage to load-bearing splices is a discard, not a judgement. |
| Hired-in or contractor gear used with no examination report held by the site. | LOLER 1998 reg.10 | Take a copy of the report at mobilisation and register hired gear for the hire period. |
| Defect involving imminent danger identified and not reported to the enforcing authority. | LOLER 1998 reg.10 | Brief examiners and duty holders on the duty and build it into the finding workflow. |
| Pre-use checks recorded but no competent person named on the periodic examination. | OSHA 1910.184(e)(3) | Name the examiner on every periodic record and hold competence evidence with the register. |
| Sling used after a suspected shock load or overload with no additional examination. | PUWER 1998 reg.6 | Make suspected overload an automatic out-of-service trigger pending examination, not a call at the hook. |
Case in point
Case in point: the sling that was failed twice and used three times
A food plant maintenance team used four-metre webbing slings to lift agitator shafts out of process vessels during weekend cleans. The store held six identical two-tonne slings on one rail. Pre-use checks were recorded on a tablet, the item chosen from a pick list reading Sling 2t webbing with the same asset ID for all six. In March a fitter recorded Fail against cuts and abrasion, noted a nicked edge near the eye, and left the sling on the bench for the supervisor. Destroyed stayed at No, still in service, because he did not scrap things.
Someone tidying the workshop put it back on the rail on Monday. It was used in April and in May. On the second June lift the sling parted at about sixty per cent of its working load limit and a 180 kilogram shaft dropped two metres onto the vessel platform. Nobody was underneath. The investigation found the March fail, and a second fail recorded in April by a different fitter with the same detail, on the same asset ID, on what all assumed was a different sling.
There was no way to know whether the March fail, the April fail and the June failure were one sling or three, because the six shared an identity. The team had recorded the defect twice and still could not act, since acting meant picking one item off a rail of six that looked the same. The corrective actions were individual marking and registration of every accessory, a knockout blocking submission where a Fail leaves Destroyed unanswered, and a scrap bin only the store keeper could reach.
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.
3 sections
- Reference
- SAF-037
- Archetype
- Inspection
- Record ID
- INSP-2026-000
- Scoring
- Pass or fail per item
- Direction
- High is good
- Singleton
- No
- Basis
- OSHA 1910.184, ASME B30
- Links
- Links Asset; feeds CAPA
- Tags
- Inspection, Lifting
- Sections
- 3
- Fields
- 37
- Follow up fields
- 5
- Repeating sections
- 1
- Links out
- 3
Header
8 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*
Inspection Type*
Scheduled, unscheduled, follow up or post incident.
Site*
Site ID*
Format SITE-000.
Links to FDN-001 Site ID
Inspection Type 2*
Pre-use by the user, or formal six monthly by a competent person.
Competent Person
Gear
Repeats14 fieldsItem*
Asset ID*
Format AST-0000.
Links to FDN-002 Asset ID
Item Type*
Working Load Limit Kg*
Identification Mark Present*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
No Cuts Abrasion Or Fraying*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
No Deformation Or Stretch*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
No Corrosion Or Heat Damage*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Hooks And Latches Sound*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Splices And Stitching Intact*
- Pass2 pts
- Partial1 pt
- Fail0 pts
- N/Aexcluded from denominator
Certificate Current*
- Yes3 pts
- Expired0 pts
Result*
- Pass3 pts
- Pass with conditions2 pts
- Fail0 pts
Destroyed
Failed lifting gear is destroyed, never returned to store.
- Yes2 pts
- No, still in service0 pts
Photo
Result
15 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.
Findings Raised
Highest Severity Found
- Observation3 pts
- Minor2 pts
- Major0 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
Notes
Inspected By*
Signature*
SAF-037 · record IDs look like INSP-2026-000 · Links Asset; feeds CAPA
Open in KnowellaRun it with agents
From a document you fill in to a programme that runs itself
The form is a condition check. What fails around it is identity and disposal: gear that reached the rack without a register entry, an interval sitting in a spreadsheet nobody owns, and a failed item nobody was accountable for cutting up.
Holds the accessory register per site, drives the pre-use and periodic inspections from it, and blocks a failed item returning to in-service without destruction evidence.
Carries the examination interval on each asset so the six-monthly falls due against the item rather than a calendar, and shows what is out of date before it is used.

Watches for the combination that matters, a Fail with destruction unconfirmed, and raises it with an owner and a same-day deadline instead of letting it sit in a completed record.
Collects examination reports for hired and contractor gear at mobilisation and registers those items for the duration, so borrowed equipment is inspected on your cycle.
This template lives in KnowSafe — safety and compliance. Incidents, hazards, permits, inspections and the critical controls behind them.
Meet KnowSafe→Glossary
Lifting Gear Inspection definitions and key terms
- Lifting accessory
- Equipment used to attach a load to lifting machinery: slings, chains, hooks, shackles, eyebolts, rings and below-the-hook devices. It carries the shortest statutory examination interval.
- Working load limit
- The maximum mass the accessory is rated to support in a specified configuration, marked on the item. Not a single figure across all modes of use.
- Thorough examination
- A systematic examination by a competent person, at a defined interval, sufficient to detect defects that are or may become dangerous, giving a report with prescribed particulars.
- Mode factor
- The multiplier applied to a sling's rated capacity for the configuration used: vertical, choked, basket and multi-leg arrangements at stated angles.
- Discard criteria
- The numeric and observable conditions at which an item must leave service: broken wire counts, link stretch, throat opening increase, cut load-bearing stitching.
- Shock load
- Sudden dynamic loading from snatching, dropping or arresting a load. It can exceed the rated capacity without visible damage, and triggers examination before further use.
- Proof test
- A load test above the working load limit applied before first use or after repair, evidenced by a certificate rather than an inspection record.
- Colour coding
- A tagging convention showing which examination period an item is current for. An aid at the hook, not evidence the examination happened.
FAQ
Frequently asked questions about lifting gear inspection
Is a daily pre-use check enough, if it is genuinely done every day?+
No. The two answer different questions, and frequency does not substitute for scope, competence or a report. Under LOLER an accessory needs examination at least six monthly by a competent person with a report to regulation 10; under OSHA a chain sling needs periodic inspection at least annually with a record of the month. Daily checks catch damage between examinations; they do not replace them.
Six months or twelve months?+
Six, for accessories, if any part of the operation is in Great Britain. Twelve is the OSHA ceiling for alloy steel chain slings, and ASME B30.9 leaves the periodic interval to a qualified person judging service conditions, which in heavy or corrosive service lands below twelve. A multi-site group should standardise on six rather than reconcile two regimes at audit.
Can a failed sling be repaired instead of destroyed?+
Webbing and round slings, no: damage to a load-bearing splice or to the fabric is a discard, and no field repair restores the rating. Chain slings and some hardware can be repaired, but only by the manufacturer or a competent repairer, with proof testing and re-certification before return to service. Anything back from repair without a test certificate is scrap.
Does a colour-coded tag satisfy the record requirement?+
No, and treating it as one is a common cause of a failed audit. The tag tells a slinger the item is in date, which is useful at the hook and worth keeping. It carries no examiner, no findings and no next-due date, so the report has to exist behind it and be retrievable by item.
How long do examination reports have to be kept?+
LOLER regulation 11 requires reports to be kept available for inspection, and for accessories that runs to two years or until the next report, whichever is later. In practice keep them for the life of the item: the useful record is the history of one shackle, not the last snapshot, and a defect trend across examinations is what justifies changing an interval.
What about gear brought on site by a contractor?+
Treat it as your gear for the duration. Take a copy of the examination report at mobilisation, register the items for the hire period, and inspect them on your own cycle. A dropped load does not distinguish owned from hired equipment, and neither does the investigation after it.
Keep going
Related templates and programmes
Industries this is written for
Programmes this belongs to
Used together in Asset Inspection and Statutory Examination
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Ultrasonic Inspection Record
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Pressure Vessel Inspection
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More in Safety Inspections
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Housekeeping Inspection
Checks that walkways, work areas and storage are clear, clean and in order
PPE Compliance Inspection
Checks that the right protective equipment is available, in good condition and being worn
Electrical Safety Inspection
Checks panels, cords, outlets and portable equipment for damage and safe access
Ladder Inspection
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Fall Arrest Equipment Inspection
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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 29 CFR 1910.184 — slings, including paragraphs (d), (e) and (i)
- ASME B30.9 Slings; ASME B30.10 Hooks; ASME B30.26 Rigging Hardware
- Lifting Operations and Lifting Equipment Regulations 1998, regulations 7 to 11 (GB)
- Provision and Use of Work Equipment Regulations 1998, regulations 5 and 6 (GB)
- Directive 2009/104/EC on the minimum safety and health requirements for the use of work equipment, article 4a
- ISO 4309 wire rope discard criteria; EN 13414 wire rope slings; EN 1492 flat webbing and roundslings
- AS 4991 Lifting devices; AS 3775 Chain slings (Australia)
This page is general guidance, not legal advice. Confirm requirements with your jurisdiction’s regulator.