How to Develop Equipment Inspections in 5 Easy Steps

How to Develop Equipment Inspections in 5 Easy Steps

Do you ever struggle to build equipment inspections?

Gathering the right information, building the form, and creating the processes can be a daunting task. 

This week we discuss the five steps required to develop content, create forms, and implement the equipment inspection process. 

The 5 Steps are:

  1. Manufactures recommendations
  2. Frequency
  3. Who is the Inspector
  4. Keep them simple
  5. Corrective Action system

Each of these is an important aspect to consider and include in the development process. Let's start with the manufacturer's recommendations. The manufacturer will give you the recommendation of what needs to be checked. They usually have a  handy list that you can use to create your inspection. They will break out the different types of inspections that are required and are normally based on usage.

Frequency is the next consideration and the manufacturer will specify the frequency. This can include pre-use, daily, weekly, or they may have hours or milage as a determining factor. When you are planning your inspection process, follow the manufacturer’s specifications. It is also important to remember that your legislative body may require you to perform inspections at intervals that are different from the manufacturer. Remember to check your safety program, legislation, and the manufacturer to set up this.

Who will be inspecting the equipment? We don’t want to be asking them to answer questions they don’t know how to answer. There are two things that you need to do that will ensure the people performing the inspection are trained and know what to look for. The first is to get input from your team on what the operator or driver should know and what the mechanical staff would look after. Use this information to develop training for each position. This will set up each new worker for success and help ensure that unsafe equipment is not in operation.

It is important to keep the inspection simple. We see massive inspections that have over 100 questions needing to be answered. This is too much for your team to be expected to go through. Inspections need to be specific to the equipment. They also need to be specific to the type of inspection being done. One of the common issues with inspections is that they have the pre-use, daily, weekly and monthly all combined into one form. Each of these should be broken out into a single inspection form.

The final step is the follow-up of corrective actions. We need to make sure that we have a strong system for tracking and documenting the action items created in the inspection process. How will they be shared with the people that need to fix the problems? How will we make sure that we do not put the equipment to work that is not safe? This is also one of the most administratively heavy processes. The expert tip is to get software that automates this process like Safety Evolution!

Watch this week's video to learn more. 


5 tips to creating or updating asset inspections Nov 10 2021


Having multiple inspections for each piece of equipment can be a nightmare. Safety management software allows you to manage multiple inspections while completing the inspection and the corrective actions with ease. 


Book a free Safety Assessment to learn more about how your system can be easy to create, implement and monitor. 

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