Operator Walk Around Inspection Checklist (Vehicle/Equipment) - 1st Reporting (2022)

Operator Walk Around Inspection Checklist (Vehicle/Equipment) - 1st Reporting (1)

Daily vehicle inspections using an operator walk around inspection checklist are crucial to maintaining safe vehicles and thus safe roads, job sites, and facilities. Whether driving a big rig or a forklift, performing a vehicle walk-around and inspection before use is not only crucial, it’s often legally mandatory.

A proper vehicle and equipment walk-around checklist is essential for vehicle and equipment operators to complete their pre-inspection safety check. With the 1st incident Reporting downloadable template, you can print your generic vehicle or equipment checklist to use with your fleet.

If you are looking for more of a digital solution, then keep reading. We’ll discuss some digital solutions you can take advantage of today if printing a hardcopy checklist isn’t your cup of tea.

But, let’s start things off with an introduction to our free, downloadable PDF template and how to use it. Then we’ll continue by discussing how this template could find usefulness to your company; and the benefits of having an organized and uniform process for vehicle and equipment inspections.
Lastly, we’d love to share some tips about the vehicle and equipment walk around. As well, we’ll share a fantastic method of doing the whole process digitally to avoid the need to print.

(Video) Easy way for drivers to complete the driver vehicle inspection report with Inspect

Table of Contents

  • Included In The Vehicle/Equipment Walk Around Inspection Checklist
  • How To Use The Operator Walk Around Inspection Template
  • Benefits Of Daily Vehicle And Equipment Inspections
  • Tips For Effective Vehicle And Equipment Inspection And Reporting
  • A Digital Solution For Operator Walk Around Inspection Checklist
  • Sources

Included In The Vehicle/Equipment Walk Around Inspection Checklist

Download Template

(Video) Creating a Driver Vehicle Inspection Form (w/ Free Template) | Fleet Management Tools

The Vehicle / Equipment Walk Around Checklist consists of three primary sections, the administrative data, the vehicle walk-around information checklist, and the sign-off portion of the checklist template. These three sections include:

  • Data about the checklist, including
    • Company name
    • Driver name
    • Date
    • And more
  • Pertinent safety information
  • Licensing information
  • Basic equipment controls test and other equipment systems checks
  • Two blank areas to write your equipment specific requirements
  • Sign off for the driver/inspector

How To Use The Operator Walk Around Inspection Template

Operating a business in Canada, The US, or many other countries where operational equipment and vehicles are a part of the job comes with specific requirements. For example, in Canada, a company that utilizes aerial lift equipment must meet specific inspection requirements for that equipment to be used safely and in accordance with legislation. The CSA has very specific rules regarding the inspection of such devices (B354.2-01 for scissorlift platforms and B354.4-02 for boom-type aerial platforms). (source)

The Vehicle and Equipment Walk Around (VEWA) checklist (Operator Walk Around Inspection Checklist) is intended as a general use template to use for various types of operating equipment and vehicles. Your company could use the template to suit a daily pre-operation walk-around inspection that most countries, provinces, and states require an operator to perform before use. We’ll assume this is your intent and carry on with that assumption for the remainder of this example procedure for using the checklist template.

Here are the simple steps we recommend for completing the daily vehicle or equipment walk-around inspection.

(Video) HGV safety inspections: what to check

  1. Download and print your copy of the vehicle/equipment walk-around checklist template.
  2. Complete the administrative section of the template, noting all pertinent information about yourself and the equipment. Remember that it should be the equipment or vehicle operator who completes the inspection.
  3. Start working through the items in the checklist. Do not skip any items and if your specific equipment has extra components to check, like guard rails or an attachment, then use the spare sections to include these additional specialized checks.
  4. If the equipment or vehicle requires some sort of repair, complete the other notes section. It might include observations about damage to the equipment that may not render the equipment un-operational but should be noted to show that the operator is aware of the damage pre-operation. It can keep an operator out of blame’s gaze if someone others are unaware of the damage. Similarly, you can use this space to note anything from recommended improvements to recommended repairs or service to the vehicle or equipment.
  5. Lastly, when the inspection is complete, the vehicle or equipment inspector should sign off on the document. It shows that the operator did all due diligence to ensure the inspection was completed correctly.

Benefits Of Daily Vehicle And Equipment Inspections

Operator Walk Around Inspection Checklist (Vehicle/Equipment) - 1st Reporting (3)

Aside from the obvious liability issues with the operation of equipment or vehicles for a business, it is vital to complete inspections of equipment before use. Here are a few key benefits from a daily or pre-use inspection of vehicles and equipment:

  • Safety – Catch potential equipment hazards before they cause an incident like an employee injury or a dangerous situation.
  • Reduced Maintenance Costs – You can catch many potential breakdowns ahead of time by thoroughly inspecting equipment. Noticing things like fluid leaks or even seeing something irregular can set a red flag to look deeper into an issue. These issues are often a failed part or pre-failed component that is leaking or apparent. Catching parts about to break before they fail can save hundreds or even thousands in repair costs before a catastrophic failure event with the equipment.
  • Reduced Operating Costs – When you catch equipment issues before failure, contingency plans can come into action before your operations are affected. For example, suppose you know your only forklift needs a hydraulic line repair. In that case, you can rent equipment to cover your operational needs before the equipment fails and leaves your operations empty-handed. The potential savings on your operations by averting an unexpected equipment failure can be massive.

Tips For Effective Vehicle And Equipment Inspection And Reporting

Operator Walk Around Inspection Checklist (Vehicle/Equipment) - 1st Reporting (4)

The best method to prepare your staff and equipment for daily operations is to be prepared for emergencies. A part of that preparedness is the completion of inspections to ensure safety and compliance with operational requirements and legislation concerning the use of vehicles and equipment. Let’s look at a few key ideas you can implement to have a more practical vehicle and equipment check process.

  1. Never skip an inspection. Even if your staff drove the equipment the day before, they ought to treat every day like it was equipment you haven’t seen before. This way, no one forgets to check equipment, and therefore, your company maintains a structured and consistent walk-around procedure.
  2. Never skim over items in the checklist. People tend to skip over the familiar. It’s true for equipment and vehicle operators, just as it is true for you and everyone else. Ensure your staff doesn’t skim over items by doing random spot checks on their completed checklists.
  3. Keep equipment and vehicle training up to date. When licensing is not a legal requirement for a specific equipment operation, many companies will cut corners on proper training. Even companies operating equipment that requires licensing have been known to speed through training with a lack of regard for the actual training process. Don’t see training and refresher training as an expense that is not required. It could be the difference between attending a funeral for your staff or not. Keep them safe, keep them trained.

A Digital Solution For Operator Walk Around Inspection Checklist

You are free to download and use the VEWA Inspection Checklist Template for all of your business needs. However, what if there were a more efficient and eco-friendly solution? There is, and it involves using a digital reporting solution like the 1st Incident Reporting App.

The app is versatile and customizable field reporting software that works on any Android or iOS device. Available on the Google App Store and the Apple App Store, you can use the app from any location with any number of devices to complete your vehicle walk-around checklist on the fly – digitally.

(Video) Van driver's walkaround checks: outside the van (1 of 2)

Saving you time and printing expenses, as well as filing time and space, can save your company money for your vehicle and equipment operating expenses. And your vehicle and equipment operators need only carry their company smartphones or tablets with them on the equipment to maintain carrying a copy of their inspection report. It satisfies the need to comply with legislation that states the inspection must be available by the operator should a bylaw or other enforcement officers arrive on site. And as most companies require their staff to carry company phones anyway, it’s a simple way to maintain legal requirements without worrying about carrying around extra paperwork.

Digital checklists not only prevent losing vital paperwork but also help maintain records in an orderly manner. Take equipment like forklifts or scissor lifts that are often used outdoors. Maintaining written checklists outdoors can be a challenge on the best of days. From wind to rain to snow, many inspection reports are ruined on equipment used in the elements. But a digitally completed checklist will never be wrecked by the elements once submitted to the company account.

You can also retrieve digital reporting documents at a few seconds’ notice. No need to dig through files and cabinets to find a specific report. The way you can organize and retrieve digital checklists and reports makes the time savings for retrieval invaluable.

To read about more of the great features, from instant notifications to customizable forms, reports, and checklists, take a look at our app here.

Sources

  1. The images in this article are courtesy of Farm 6 Media and Shutterstock.
  2. Sparta Engineering, How Often do Aerial Lifts Need to be Inspected in Canada?, https://www.spartaengineering.com/how-often-do-aerial-lifts-need-to-be-inspected-in-canada/ Accessed March 23, 2021.
  3. OSHA, Working Safely With Scissor Lifts, https://www.osha.gov/sites/default/files/publications/OSHA3842.pdf, Accessed March 23, 2021.
  4. Canadian Centre for Occupational Health and Safety, OSH Answers Fact Sheets – Platforms – Bucket (Aerial Devices), https://www.ccohs.ca/oshanswers/safety_haz/platforms/bucket.html, Accessed March 23, 2021.
  5. Shell, Simple Daily Vehicle Checks Save Lives, https://www.shell.com/business-customers/shell-fleet-solutions/health-security-safety-and-the-environment/prevention-not-cure.html, Accessed March 23, 2021.

FAQs

What should be included in the inspection checklist? ›

What should be included on the checklist?
  • Environment. dust, gases, fumes, sprays, lighting, noise, ventilation.
  • Buildings. windows, doors, floors, stairs, roofs, walls, elevators.
  • Containers. ...
  • Electrical. ...
  • Fire protection equipment. ...
  • Hand tools. ...
  • Hazardous products. ...
  • Materials handling.

How do I prepare for an inspection checklist? ›

How to prepare a Quality Checklist Template
  1. Start with inspection checklist templates.
  2. Customize checklists for your project and scope of work.
  3. Prepare project-specific checklists "just-in-time"
  4. Keep checklists short and focused.
  5. Organize checklists the way you will inspect.
  6. Refine your checklists continuously.

What is the purpose of equipment maintenance inspection checklist? ›

A complete inspection is an important preventive way to make sure equipment is safe for use and that all systems are working properly. The Occupational Safety and Health Administration (OSHA) requires each piece of heavy equipment to pass inspection before use.

What is the purpose of a vehicle checklist? ›

What is the purpose of daily vehicle checks? Daily vehicle checks are an easy and effective way to ensure the drivers of your vehicles are as safe as they can possibly be. A routine of daily vehicle checks allows drivers to spot issues with the vehicles which may become potentially dangerous.

What is a checklist example? ›

A basic example is the "to do list". A more advanced checklist would be a schedule, which lays out tasks to be done according to time of day or other factors. A primary task in checklist is documentation of the task and auditing against the documentation.

How do you use a checklist correctly? ›

You can use the checklists for the following tasks: Carrying out activities in which it is important that no step is forgotten and / or tasks must be done in an established order.
...
  1. Each item must be clear and succinct. ...
  2. Organize the items by category. ...
  3. They must be easy to understand and use. ...
  4. Keep refining the checklist.
6 Apr 2018

What is equipment checklist? ›

An equipment checklist is a tool used by workers to make sure that the equipment needed to get the job done is complete and ready for use. It is generally used for the inspection, maintenance, inventory, and management of equipment in the construction, manufacturing, and retail industries.

What is a basic checklist? ›

What is a simple checklist template? A simple checklist template is any kind of process or list of tasks arranged in the form of a checklist; in other words, it's a to-do list where the order of tasks is usually important.

Why is it important to check the equipment first before using? ›

You should inspect work equipment if your risk assessment identifies any significant risk (for example, of major injury) to operators and others from the equipment's installation or use.

Why it is important to check and inspects the equipment before using? ›

Safety Inspections ensure that all equipment is safe before use. Of course, the primary purpose of safety is the well-being of employees, but there are also compelling business reasons for using equipment inspections to increase safety. Workplace injuries lower productivity due to lost work time.

What is the first step in operating an equipment? ›

Before using a piece of heavy equipment, operators should follow these nine tips:
  1. Tip 1: Educate before operating. ...
  2. Tip 2: Wear proper clothing. ...
  3. Tip 3: Understand the jobsite. ...
  4. Tip 4: Complete a visual check. ...
  5. Tip 5: Use three points of contact. ...
  6. Tip 6: Practice starting procedures. ...
  7. Tip 7: Exhibit proper operating techniques.
30 Oct 2015

What are the 4 benefits of inspection checklist? ›

Benefits of Using an EHS Inspection Checklist
  • Staying Organized. Perhaps the biggest reason to use an EHS inspection checklist is simply to stay organized during audits. ...
  • Make Employees Accountable. ...
  • Improve Communication. ...
  • Confidence. ...
  • Documenting Compliance. ...
  • The Best Safety Management System.
2 Apr 2021

What is the main purpose of inspection? ›

Inspection means careful evaluation. The primary objective of inspections is meeting customer requirements and preventing defective products from being distributed. It is undeniable that some of the product defects cannot be checked or fixed at the final production stage.

What is the main objective of the vehicle walk around check during diagnosis process? ›

Conducting a walkaround check on vehicles before setting off on a journey allows drivers to spot and report any defects. The walkaround check involves walking around the vehicle (as expected), and looking or testing for any problems which could lead to an accident, or jeopardise safety in the event of an emergency.

What are the types of checklist? ›

Here are five types of checklists you can use to make your workplace safer and more efficient:
  • To-do Checklists. This is the most common type of checklist. ...
  • Training Checklists. ...
  • Task Checklist. ...
  • Troubleshooting Checklist. ...
  • Coordination Checklists.

What is a checklist procedure? ›

While a checklist gives you a list of tasks, a procedure takes you through a whole process. A checklist describes the tasks, but a procedure goes into detail, giving you structure.

What is a checklist at work? ›

A checklist is a management tool that lists different tasks, activities, and behaviors that need to be followed to achieve a systematic result.

What are the five 5 types of inspection? ›

Types of inspection and methods of quality control inspections differ for a reason so it's good to know the details.
  • Sample Checking.
  • Pre-Production Inspections (PPI)
  • During Production Inspection (DPI)
  • Pre-Shipment Inspection (PSI)
  • Piece by Piece Inspection (or Sorting Inspection)
  • Metal Detection.
17 Sept 2020

What are the 4 types of inspections? ›

In quality control, there are 4 types of quality inspections, namely: pre-production inspection, during production inspection, pre-shipment inspection, and container loading/unloading inspections. Each of these types of inspection has its own purpose.

What are the 5 basic kinds of inspection methods? ›

methods are visual, microscopy, liquid or dye penetrant inspection, mag- netic particle inspection, eddy current testing, x-ray or radiographic test- ing, and ultrasonic testing.

Which is the most important thing to remember about checklists? ›

For a checklist to be effective: it needs to be specific, precise and easy to use. Most importantly, it should cover the most essential steps in your workflow.

How do you write a checklist document? ›

Checklist: Planning a Document
  1. Determine your document's purpose.
  2. Plan your document's design to support this purpose.
  3. Identify your document's audience.
  4. Identify your audience's expectations.
  5. Decide what format your document will require (include layout, margins, line spacing, font styles, etc.).

What is quality checklist? ›

A quality control checklist is basically a written guide for your products' contents, packaging, color, barcodes, appearance, possible defects, functions, and special requirements. It's also sometimes called an “inspection criteria sheet” or inspection checklist.

What is an equipment inspection? ›

What is Equipment inspection? A formal equipment inspection program is required to ensure that operators know what to inspect on any specific type of equipment. The program should incorporate comprehensive guidelines and checklists for each piece of equipment and make it available to operators.

What is an equipment maintenance checklist? ›

What are Maintenance Checklists? Maintenance checklists and logbooks are tools used by technicians to document equipment maintenance inspections. Equipment maintenance involves the continuous process of checking, repairing, and servicing operating equipment to ensure businesses can operate without interruption.

What are the six steps of the basic checklist? ›

6 Steps to Creating a Checklist
  • Step 1: Identify “Stupid Mistakes” That Cause Failure. ...
  • Step 2: Seek Additional Input From Others. ...
  • Step 3: Create Simple “Do” Steps. ...
  • Step 4: Create Simple “Talk” Steps. ...
  • Step 5: Test The Checklist. ...
  • Step 6: Refine the Checklist.
13 Mar 2017

How can I improve my checklist? ›

5 Tips for Creating Great Checklists
  1. Structure it logically. A good quality checklist guides the user. ...
  2. Make questions simple and unbiased. Every question in a checklist needs to be understood by its user. ...
  3. Clarify the objective. ...
  4. Provide help and guidance. ...
  5. Emphasise the right questions.
18 May 2021

Why is it important to conduct an operational check up before and after using equipment? ›

1. Equipment problems being detected and receiving maintenance attention before they escalate into costlier issues. When equipment isn't functioning properly, it is usually at high risk of increased damage if operated—either from an accident or from further mechanical problems resulting from the initial problem.

How do you ensure safety of equipment? ›

For example:
  1. ensure the correct equipment is used for the job.
  2. provide personal protective equipment for employees.
  3. plan any work to minimise risks identified.
  4. use appropriate warning signs.
  5. provide appropriate training and guidelines to employees.
  6. maintain and check equipment regularly.

Why is it important to perform test and inspection process? ›

In order to obtain high quality products all the time, it is very important to perform different tests and inspection process to ensure product reliability, safety and ease of use.

What are the 10 forms equipment safety tips? ›

Top 10 Safety Tips for Heavy Equipment Operators
  • Avoid Blind Spots.
  • Maintain Constant Communication.
  • Wear Seat Belts.
  • Use the Three-Point Rule for Mounting and Dismounting.
  • Load and Unload Safely.
  • Do a Pre-Work Check for Hazards.
  • Avoid Unexpected Start-Up.
  • Know and Obey Load Limits.
27 Mar 2017

What are 3 types of inspection? ›

There are three primary types of quality inspections: pre-production, in-line, and final. There are a variety of details that must be inspected and approved during each phase in order to detect and correct quality problems.

Why is a safety checklist important? ›

Safety checklists are valuable tools for identifying potential workplace hazards. They should be implemented during inspections, reported on, and used as the foundation for safety recommendations and recorded for record-keeping purposes.

What are three 3 things a manager should do during an inspection? ›

A manager should accompany the inspector so the manager can see and correct any violations found.
  • Be Assertive and Proactive during a Health Inspection. ...
  • Be Prepared. ...
  • Do Self-Inspections. ...
  • Manage the Inspection.

What is inspection process? ›

Inspections include measuring, testing, examining, or gauging the features of a process or product. The inspectors subsequently compare their findings with specific rules and regulations. If a machine or equipment experienced a failure, inspectors may carry out a failure analysis.

What are the principles of inspection? ›

There are several principles that are needed to followed to perform a successful inspection.
...
These principles are given below :
  • Ego : Ego is one of main problems. ...
  • Criticism : ...
  • Identifying errors : ...
  • Time Consumption : ...
  • Style and Design : ...
  • Performance :
26 Aug 2020

What are the safety inspection procedures? ›

The inspection process involves three main steps: i. identifying any hazards ii. assessing the risks, and iii. controlling the risks (with corrective actions using the hierarchy of controls).

What are the 7 steps to automotive diagnosis? ›

What are the different steps of automotive diagnostics?
  • Step 1: Verification and confirmation. This is the automotive diagnostic step that will allow the specialist to check for a problem. ...
  • Step 2: Define the problem. ...
  • Step 3: Isolation of areas. ...
  • Step 4: Repair. ...
  • Step 5: Final check.
26 Feb 2022

What is a vehicle walk around? ›

An auto walkaround, or a car walkaround, is when a sales rep records a 360 ̊ video of a vehicle, highlighting distinguishing features, color, and condition.

What are the 4 steps to diagnosis? ›

Arriving at a diagnosis is often complex, involving multiple steps:
  1. taking an appropriate history of symptoms and collecting relevant data.
  2. physical examination.
  3. generating a provisional and differential diagnosis.
  4. testing (ordering, reviewing, and acting on test results)
  5. reaching a final diagnosis.

What are 5 very important things that are inspected in a home inspection? ›

The top five things home inspectors look for
  • Foundation. The foundation is the workhorse of a house. ...
  • Roof. Roof quality and performance can also make or break a house deal. ...
  • Plumbing. Is there anything worse than a leak? ...
  • Electrical systems. ...
  • HVAC system.
26 Oct 2021

What is included in the inspection process? ›

Inspections include measuring, testing, examining, or gauging the features of a process or product. The inspectors subsequently compare their findings with specific rules and regulations. If a machine or equipment experienced a failure, inspectors may carry out a failure analysis.

What is the most common inspection? ›

The top most common findings in a home inspection
  • Roofing repairs. Over 19 percent of home inspections uncover roofing issues that need to be addressed. ...
  • Electrical wiring. ...
  • Insulation and ventilation. ...
  • Plumbing. ...
  • Termite damage. ...
  • Foundation. ...
  • Roof. ...
  • Exterior.

What is basic or full inspection? ›

Full inspection (100% inspection) is conducted after all products have been manufactured in totality. The much-needed product inspection is carried out to ensure that the final products are in accordance with the client's quality standards.

What are the four major components of an inspection report? ›

Main navigation

The Inspector will detect and report item's conditions that make up a home. All these items are categorized into 4 major components. The major components are structural, electrical, plumbing and HVAC (Heating, Ventilation and Air Conditioning) system.

What are the 4 types of quality control? ›

The four types of quality control are process control, control charts, acceptance sampling, and product quality control. While a control chart helps study changing processes over time, process control and product quality control help monitor and adjust products as per the standards.

What is quality inspection? ›

Quality Inspection is an activity of checking, measuring, or testing one or more product or service characteristics and comparing the results with the specific requirements to confirm compliance. This task is executed by skilled personnel, not by production workers.

What is a quality control checklist? ›

A quality control checklist is basically a written guide for your products' contents, packaging, color, barcodes, appearance, possible defects, functions and special requirements. It's also sometimes called an “inspection criteria sheet” or inspection checklist.

What is the importance of using checklist? ›

Checklists have the objective of overseeing tasks or projects and ensuring nothing important is forgotten during execution. This way, you don't omit anything that might end up compromising your results. Additionally, they ensure activities are completed in orderly, organized fashion.

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