Who is authorized to inspect winches, hoisting, and pulling equipment?

The inspection must be carried out by a qualified person (competent expert). This individual must possess the necessary technical training, professional experience, and up-to-date professional activity in lifting technology to assess the safe condition of the equipment in accordance with national safety regulations.

How is the inspection interval determined?

Inspection intervals must be determined by the operator based on a risk assessment. Operating conditions, intensity of use, environmental factors, and manufacturer guidelines must be taken into account. Generally, winches, hoisting, and pulling equipment must be inspected by a competent person at least once a year.

What must be included in the inspection report?

A complete inspection report must include the inspection date, the inspector's name, unique identification of the device, the scope of the inspection, any identified defects, and a final assessment regarding continued operation. The documentation must be kept in the equipment's inspection log book.

What should be done if safety-critical defects are found?

If defects that compromise operational safety are detected, the equipment must be decommissioned immediately and secured against unauthorized use. The equipment may only be put back into service after professional repair and a successful reinspection by a qualified person.

Arbeitsschutz8

Inspection Protocol for Winches, Hoisting and Pulling Equipment

Name: ProtocolHero
Brand: ProtocolHero

Safety is paramount when lifting and moving loads. With our digital inspection template for winches, hoisting, and pulling equipment, you can record the condition of your machinery reliably and seamlessly. Adapt the inspection scope flexibly to each device type and document defects on-site via our app.

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Preview of the “Inspection Protocol for Winches, Hoisting and Pulling Equipment” template

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Short answer

What is the “Inspection Protocol for Winches, Hoisting and Pulling Equipment” template for?

Digital inspection template for winches, hoisting and pulling equipment. Ensure compliance with DGUV and BetrSichV standards and document defects on-site.

Use case: Arbeitsschutz
Captured data: Operator master data, location, inspection number, and reason, Device identification (manufacturer, serial number, year, load capacity), Inspector details, qualifications, and accompanying documentation
Result: A structured form that can be completed directly in the browser and reused in ProtocolHero.

Check the template against the technical, contractual and legal requirements of the specific case. ProtocolHero does not replace professional assessment.

Inhalt der Vorlage

What is included in this inspection template?

Operator master data, location, inspection number, and reason

Device identification (manufacturer, serial number, year, load capacity)

Inspector details, qualifications, and accompanying documentation

Detailed check of load-bearing parts (frame, suspension, trolley)

Condition of drive, gearbox, couplings, and brakes

Evaluation of wire ropes, load chains, drums, and sheave rollers

Inspection of load hooks, safety latches, and load handling attachments

Safety devices (emergency stop, limit switches, overload protection)

Functional tests, defect documentation, and corrective actions

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Fill out this template directly in the browser

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Inspect Winches and Hoists Digitally Now

Use our interactive template to document technical inspection points, functional tests, and corrective actions in a structured, time-saving manner.

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Record Device Data, Inspection Reason, and Documents

Every inspection starts with the precise recording of master data. Uniquely identify the device and its load-bearing structure using manufacturer details, serial number, year of manufacture, and the working load limit (WLL). This ensures seamless traceability of the inspection report in accordance with operational safety regulations.

Additionally, the specific reason for the inspection is documented—whether it is a recurring inspection, an extraordinary inspection after significant modifications, or initial commissioning. The availability of necessary accompanying documents, such as operating manuals and inspection logs, is also recorded here.

Clear identification of the inspection object and the load-bearing structure
Recording the reason for inspection (e.g., periodic inspection)
Checking the completeness of operating manuals, manufacturer documents, and inspection logs

Inspect Load-Bearing and Mechanical Components

Mechanical integrity is the foundation of operational safety for lifting equipment. Examine all load-bearing components, frame structures, and suspensions for cracks, deformation, corrosion, or wear. Gearboxes, couplings, and brake systems must be inspected closely, taking the manufacturer's documentation into account.

Special attention is paid to power-transmitting elements. Wire ropes, load chains, and their end connections often exhibit wear due to stress, which must be measured precisely and compared with discarding criteria.

Checking the load structure, frame, welds, and mountings
Wear measurement on wire ropes, load chains, rope drums, and chain wheels
Visual inspection of load hooks, safety latches, and attachments for deformation

Document Safety Devices and Functional Tests

Safe operation requires flawlessly functioning safety equipment. Test all control elements, emergency stops, operational and emergency limit switches, and any existing overload protection under realistic conditions. The results of these functional tests must be evaluated and logged separately.

The faultless function of the brakes under load ensures that loads can be held securely in any position. Document the execution and results of these tests in detail.

Functional test of control units and emergency stop systems
Verification of hoisting and lowering limit switches (limit transmitters)
Checking the effectiveness of brake organs and slip clutches

Track Defects and Manage Follow-Up Actions

If any defects are identified during the inspection, they must be precisely documented and evaluated. Record the deviations, initiate immediate safety measures in case of imminent danger, and define responsibilities and deadlines for the reinspection. A general release for operation must not be automatically derived from this template.

Digital capturing allows defects to be photographed directly and localized within the report. This facilitates targeted rectification by maintenance management and subsequent approval of the equipment.

Detailed description of defects, including direct photo documentation
Definition of safety measures, such as temporary decommissioning for severe defects
Scheduling defect rectification, assigning responsibilities, and planning the follow-up inspection

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