Template

Shutter Preventative Maintenance Visits

by Bjorn Graham, from the Community

10+

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.

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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
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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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+
Get
Template
Barrier Preventative Maintenance Visits
This barrier preventative maintenance checklist supports planned service visits for powered barriers and automatic gates. It guides engineers through safety and compliance checks, including numbers and locations of barriers, IR beams, warning lights, safety edges, signage, and operating equipment such as battery backup, fire drop units, and access controls. General inspection steps cover debris removal, lubrication, mechanical clearances, limit switches, cable routing, CE plates, emergency releases, and stop devices. Rising arm barrier checks verify mounting hardware, slowdown efficiency, manual release, lighting, and limit actuators. Electrical checks capture supply details and connection integrity. The template reinforces PUWER and Machinery Directive 2006/42/EC compliance and includes sections for hazards, defects, recommendations, photos, and sign-off.
by Sam Borek, from the Community
Downloads: 10+
Get
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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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

10+

Get

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

10+

Get

Template

Barrier Preventative Maintenance Visits

This barrier preventative maintenance checklist supports planned service visits for powered barriers and automatic gates. It guides engineers through safety and compliance checks, including numbers and locations of barriers, IR beams, warning lights, safety edges, signage, and operating equipment such as battery backup, fire drop units, and access controls. General inspection steps cover debris removal, lubrication, mechanical clearances, limit switches, cable routing, CE plates, emergency releases, and stop devices. Rising arm barrier checks verify mounting hardware, slowdown efficiency, manual release, lighting, and limit actuators. Electrical checks capture supply details and connection integrity. The template reinforces PUWER and Machinery Directive 2006/42/EC compliance and includes sections for hazards, defects, recommendations, photos, and sign-off.

by Sam Borek, from the Community

10+

Get

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

20+

Get

Shutter Preventative Maintenance Visits

About author

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Slide Gate Preventative Maintenance Checklist

Bollard and Blocker Preventative Maintenance Checklist

Barrier Preventative Maintenance Visits

Preventative Maintenance Work Sheet

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Slide Gate Preventative Maintenance Checklist

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Preventative Maintenance Work Sheet