Jurisdiction and scope
Great Britain and United States references, adaptable to the equipment and location
A competent person must adapt this general checklist to the manufacturer instructions, the equipment risk assessment, the inspection type and local requirements. It is not a substitute for a statutory thorough examination where one is required.
Download the editable template
Use the accessible HTML structure below or download the same starting point for offline editing. Review and adapt every field before use.
What the report should record
The table separates the evidence to capture from the professional or legal decision that a qualified user must make.
| Report section | Information to capture |
|---|---|
| Asset and inspection details |
|
| Condition and safeguarding |
|
| Controls and functional checks |
|
| Defect control and return to service |
|
How to use this template
Step 1
Set the scope
Identify the asset, premises or work area, the inspection type, exclusions and governing jurisdiction.
Step 2
Record evidence
Document what was actually observed with a precise location, status, notes and photographs where useful.
Step 3
Apply competent judgement
Compare the evidence with manufacturer instructions, site rules and the legal or professional requirements that apply.
Step 4
Close the loop
Assign actions, record interim controls, verify completion and retain the approved report under the organization’s process.
Primary references and boundaries
Great Britain
Official guidance on when work equipment must be inspected and what inspection records should establish.
United States
Primary US reference for machine guarding and fixed-machinery anchoring.
Official sources state the applicable duties. This InspectionReport template organizes field evidence and follow-up; it does not replace the source, certify compliance or provide legal advice.