Template

Manual Gate Preventative Maintenance Visit

by Andy Holland, from the Community

10+

This manual gate preventative maintenance checklist from Interphone guides engineers through planned maintenance and safety checks for non-powered gates. It covers site and asset details, measurements, gate type and infill, hinge and locking systems, closer and access equipment, and operational checks. Tasks include recording condition and oil levels, greasing hinges, verifying lock alignment, assessing controls (PTE, fob, intercom), and noting general condition such as paint and posts. The checklist prompts photo evidence, defects and recommendations, estimated equipment lifespan, and sign-off by engineer and client. It reinforces compliance with PUWER, Gatesafe and DHF guidance, and highlights the legal duty of care under UK health and safety legislation.

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Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Manual Gate Preventative Maintenance Checklist
This template supports planned preventative maintenance and safety checks for manual gates. It guides engineers to capture site details, assess gate type and dimensions, inspect gate leaves, hinges, closers, and locks, verify alignment and operation of access controls, and lubricate components. Users can document defects, add photos, and record recommendations, install dates, and estimated equipment lifespan. The checklist reinforces compliance with PUWER and industry guidance from the HSE, GateSafe, and DHF, and includes engineer and client sign-off. It also highlights legal duty of care and workplace safety obligations.
by Andy Holland, from the Community
Downloads: 0
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Template
Swing Gate Preventative Maintenance Checklist
Use this planned preventative maintenance checklist to inspect and service powered swing gates. Record site details, equipment make and model, control type and safety devices. Verify IR beams, warning lights, safety edges, signs and access controls. Clean and lubricate hinges and drive systems, check oil and hydraulic fluid levels, tighten fixings and confirm limit switches and emergency stops work. Assess cables, enclosures, foundations and physical stops. Test photocells and safety edges stop and reverse functions. Perform force dynamics testing at 500 mm, 300 mm and 50 mm where required and log pass or fail results. Capture photos, note defects and recommendations, and confirm compliance with PUWER, HSE, GateSafe and DHF guidance. Include electrical checks, backup power status and key access details. Finish with overall condition, client acknowledgment and engineer sign off.
by Andy Holland, from the Community
Downloads: 10+
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Template
Preventative Maintenance Work Sheet
A practical preventative maintenance work sheet designed for powered and automatic gates, barriers, and shutters. Use it to document system details, perform general maintenance and electrical checks, test safety devices like beams and edges, and verify signage, isolation points, and controller condition. Includes sections for risk assessment aligned to PUWER and HSE guidance, asset condition and life expectancy, defects and recommendations, photos, and sign offs by engineer and client representative.
by Bjorn Graham, from the Community
Downloads: 20+
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Template
Bollard and Blocker Preventative Maintenance Checklist
This template supports planned preventative maintenance visits for automatic bollards and vehicle blockers. It guides engineers through safety and compliance checks aligned with PUWER, HSE guidance, GateSafe, and DHF codes of practice. Sections cover site and equipment details, photos, counts of bollards and spaces, control types, and dimensions. Inspect barrier directions, intercoms, IR beams, warning lights, safety edges, signage, and battery backup. Perform mechanical and hydraulic checks, clean and lubricate moving parts, verify limit switches and end stops, and test manual release mechanisms. Review electrical installations, cable routing, containment, breakers, and connections. Record defects, recommendations, additional risks, and overall condition, then capture signatures for engineer and client to complete sign off.
by Andy Holland, from the Community
Downloads: 10+
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Manual Gate Preventative Maintenance Visit

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