Template

Preventative Maintenance Work Sheet

by Bjorn Graham, from the Community

20+

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.

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With SafetyCulture you can

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
Shutter Preventative Maintenance Visits
This template supports planned preventative maintenance visits for roller shutters, barriers, and automatic gates. It covers visual inspections, cleaning and lubrication, checking mechanical clearances, testing safety edges and photocells, verifying warning lights and signage, and assessing limit switches and control gear. It also includes electrical checks, UKCA conformity, emergency release tests, and compliance with PUWER, HSE guidance, and DHF codes. Capture photos, note defects and recommendations, and document overall condition for sign-off.
by Bjorn Graham, from the Community
Downloads: 10+
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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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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
Slide Gate Preventative Maintenance Checklist
This preventative maintenance checklist supports safe, compliant servicing of powered automatic slide gates. It covers equipment identification, visual inspections, lubrication, mechanical clearances, limit switches, safety edges, photocells, warning lights, signage, and controller housing condition. Steps include cleaning, tightening fixings, assessing loops and IR beams, verifying slowdown efficiency, and checking guide rollers, wheels, runners, toothed track, guides, and base plates. The template also prompts compliance with PUWER, HSE, GATESAFE, and DHF guidance, includes partial and full force dynamics testing to BS EN 12445, and documents electrical checks, power sources, containment, and certification. Use it to record defects, recommendations, photos, and sign-off for overall system performance and safety.
by Andy Holland, from the Community
Downloads: 10+
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Preventative Maintenance Work Sheet

About author

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Shutter Preventative Maintenance Visits

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