Jurisdiction and scope
United States OSHA and Great Britain HSE references, adaptable to local lift-truck requirements
A trained operator or other competent person must follow the truck manufacturer instructions and local rules. This checklist is a documentation aid and does not replace operator training, maintenance procedures or a required thorough examination.
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 |
|---|---|
| Truck and operator |
|
| Pre-start visual check |
|
| Operational check |
|
| Defect action |
|
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
United States
Primary rule covering examination before service and removal of unsafe trucks from service.
United States
Official practical guidance for visual checks, operational checks and defect reporting.
Great Britain
Official approved code and guidance covering lift-truck operation, maintenance and pre-shift checks.
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.