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New equipment inspection checklist sample

This is a sample of what a new equipment checklist might look like. This checklist doesnt address all the hazards
associated with all new equipment and that the user should develop their own based on their specific needs.
Equipment:

Date Inspected:
Yes

No

Action
Required

No Action
Required

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Machinery guarding
1. Are all pulleys and belts, chains, sprockets, and other
power transmission sources guarded?
2. Are operations that have rotating parts, pinch points, nip
points, etc., guarded?
3. If the machine is designed for a fixed location, is it
securely anchored?
4. Are commonly used parts and hardware in stock so
people are not encouraged to improvise, at the risk of
making an unsafe repair, or postponing a repair job?
Equipment shutdown
1. Is there a single, lockable, clearly marked electrical power
disconnect?
2. Are isolation valves for air, steam, and other utilities
accessible and marked?
3. Is there an adequate number of properly located manual
reset emergency stops?
4. If equipment has pneumatic or hydraulic cylinders or
motors, does the fluid power circuit have solenoid block
and bleed valves interlocked to the emergency stop
circuit?
Also a pressure gauge to verify that pressure is vented?
5. Have employees who will perform repair, maintenance,
and servicing operations been trained in the equipmentspecific lockout/tagout or chemical handling procedures
before they have to perform these operations?
6. Have the equipment-specific procedures been put in
writing and are they easily accessible?
Walking surfaces
1. Are the floors and aisles clear of any slippery areas or
other tripping hazards?
2. Are changes in floor elevations clearly identified by color
coding, if necessary?
3. Does equipment produce discharges onto the floor that
are not adequately contained or directed to other drains?
4. Should non-slip surface coatings be applied around the
equipment?
5. Has all construction debris, packing material, and set up
equipment been removed from working areas?

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New equipment inspection checklist sample

New equipment inspection checklist sample (continued)
Yes
No
Action
Required
Electrical
1. Are all conduit, cable, and wire properly attached to all
supports and tightly connected to junction and outlet
boxes?
2.
3.
4.
5.

Is there evidence of fraying on electrical cords?

Are rubber cords free of grease, oil, and chemicals?
Are cords routed so that they are not on pipes, nails, etc.?
Are switches mounted in clean, tightly closed metal
boxes?

6. Is electrical equipment secured to a surface?

7. Are the switches easily accessible and the paths to them
free of obstructions?
8.
9.
10.
11.

Are all unused openings in junction boxes plugged?

Are all electrical boxes closed?
Do switches show evidence of overheating?
If explosion-proof electricals are involved, do all devices
meet the appropriate class and division requirements as
contained in the National Electrical Code (NEC)?

No Action
Required

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12. Are all controls properly labeled? Do electric push buttons

have correct color coding? (Only stop buttons should be
red in color.)

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13. Have all employees who may be exposed to electrical

voltages equal or greater than 50 volts been given
electrical safety training?

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14. Are all load center panel areas accessible and clear of
obstructions?

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Ladders, platforms and stairs

1. Are platforms that are more than 4 feet above the floor
level equipped with standard railings and toe boards?
2. Are fixed ladders properly secured against movement?
3. Are ladders that are more than 20 feet in unbroken length
provided with safety cages that start between 7 and 8 feet
off the floor and extend at least 42 above the top landing?
4. Do stairs have handrails on them?
5. Do crossovers over conveyors have hand rails?

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New equipment inspection checklist sample

New equipment inspection checklist sample (continued)
Yes

No

Action
Required

No Action
Required

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3. Are controls easy to reach and laid out in a manner that

makes them easy to read and use for the equipment
operators?

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4. Are displays easy to view and laid out in a manner that

makes them easy to reach and use for the equipment
operators?

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6. Does operation of the equipment require operators to

engage in highly repetitive hand, wrist, arm, and finger
movements or exertions?

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7. Does operation of the equipment require frequent

reaching in front of the body, below the knees, over the
shoulder or with elevated elbows?

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8. Does operation of the equipment require employees to

stand for extended periods of time?

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Are floor mats provided at standing workstations?

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Ergonomics
1. Does the equipment require employees to manually lift or
lower raw materials or finished product?
If it does, have the ergonomic risks associated with those
tasks been evaluated from a standpoint of weight,
distance, frequency of task, etc.?
Are special material handling fixtures required?
2. Does the equipment require employees to manually push,
pull or carry raw materials or finished product?
If it does, have the ergonomic risks associated with those
tasks been evaluated from a standpoint of weight,
distance, frequency of task, etc.?
Are special materials handling fixtures required?

5. Are audio feedback sources easy to hear and differentiate

in tones?

9. Have operators been thoroughly trained in the operation of

the equipment, manufacturer's requirements for operation
and maintenance, equipment safeguards, warning
systems, etc.?
10. Are there sharp edges on the equipment that could cut or
injure operators or others passing by the equipment?

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New equipment inspection checklist sample

New equipment inspection checklist sample (continued)
Industrial hygiene
1. If any chemical agents are required for the operation,
servicing, or maintenance of the equipment, haveSafety
Data Sheets (SDS) been obtained?
Have employees been trained in the chemical hazards and
required PPE?
2. Does the equipment emit any hazardous chemicals,
excessive noise levels, radiation, heat, or other physical
hazards?
Have those hazards been evaluated and documented by
testing?
3. Are there any hot surfaces?
If so, do they require guarding and labeling?
4. Are appropriate chemical and physical hazard warning
labels provided on the equipment?
5. If ventilation systems are required on the equipment, are
flow indicators provided and have operators been trained
in the use and interpretation of them? Have low-flow
alarms been evaluated as a best practice in critical
ventilation systems?
Emergency procedures
1. Have employees been trained in emergency shut-down
procedures?
2. Does the placement of the equipment present any
evacuation hazards in the event of a serious equipment
malfunction?

Fire hazards
1. Does the equipment present any inherent fire hazards
such as open flames, flammable liquids, solids and gases,
etc.?
Are these hazards properly controlled by safeguards built
into the equipment or provided outside, over, and around
the equipment?
2. Are fire extinguishers or other fixed extinguishing systems
required?

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RISK CONTROL

New equipment inspection checklist sample

New equipment inspection checklist sample (continued)
Recommendations:

Inspected by:

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New equipment inspection checklist sample

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The Travelers Indemnity Company and its property casualty affiliates. One Tower Square, Hartford, CT 06183
The information provided in this document is intended for use as a guideline and is not intended as, nor does it constitute, legal or professional advice. Travelers does not
warrant that adherence to, or compliance with, any recommendations, best practices, checklists, or guidelines will result in a particular outcome. In no event will Travelers or
any of its subsidiaries or affiliates be liable in tort or in contract to anyone who has access to or uses this information. Travelers does not warrant that the information in this
document constitutes a complete and finite list of each and every item or procedure related to the topics or issues referenced herein. Furthermore, federal, state or local
laws, regulations, standards or codes may change from time to time and the reader should always refer to the most current requirements. This material does not amend, or
otherwise affect, the provisions or coverages of any insurance policy or bond issued by Travelers, nor is it a representation that coverage does or does not exist for any
particular claim or loss under any such policy or bond. Coverage depends on the facts and circumstances involved in the claim or loss, all applicable policy or bond
provisions, and any applicable law.
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