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Top 4 free drilling machine safety checklists

Top 4 free drilling machine safety checklists

Hero author imageBy Ima Ocon
•
May 2nd, 2025
•
5 min read
Hero image

Table of contents

  • Essential drilling machine safety checklists
    • 1. Drilling machine safety checklist
    • 2. Horizontal directional drilling safety checklist
    • 3. Bench drilling machine safety checklist
    • 4. Portable drilling machine safety checklist
  • How to set up your drilling machine safety checklist in Lumiform

Drilling machine operators face some of the highest risks in industrial settings, with rotating parts and high-speed movement all part of daily work. Even one missed step in your safety checks can lead to serious accidents or costly downtime. With a drilling machine safety checklist, you can make sure that every necessary step is followed before, during, and after operation.

From PPE checks to securing the workpiece and inspecting the machine itself, a checklist keeps your team aligned and focused. The templates below are designed to standardize your documentation and make it easier to spot recurring issues.

Essential drilling machine safety checklists

Use these templates to build a reliable routine while keeping your operations running smoothly:

  1. Drilling machine safety checklist

    Drilling machine safety checklist
    Use this templateSee details
    A clear process helps prevent serious injuries when working with drilling machines, especially in busy workshops or industrial settings. This checklist walks you through essential safety steps, such as verifying machine guards, checking drill bit integrity, and confirming workpiece stability and proper PPE use. With easy-to-complete fields for visual inspections, operational checks, and hazard identification, it ensures you don’t neglect key details. Feel free to add logic rules based on machine type, or adjust sections to reflect your company’s internal safety protocols. This way, you can improve compliance while maintaining a safer, more accountable drilling environment.
    Use this templateSee details
  2. Horizontal directional drilling safety checklist

    Horizontal directional drilling safety checklist
    Use this templateSee details
    Horizontal directional drilling (HDD) comes with its own unique risks, from managing underground utility conflicts to monitoring fluid pressure levels. This template guides you through critical safety checks, including pre-bore planning, equipment inspections, communication protocols, and pressure monitoring. With structured response types like photo uploads, and sign-offs, the checklist keeps everyone on the same page, from operators to site supervisors. You can fine-tune the flow to align with your HDD project phases or add specific regulatory fields. Use this template to keep HDD operations predictable, and well-documented, no matter how complex the job site.
    Use this templateSee details
  3. Bench drilling machine safety checklist

    Bench drilling machine safety checklist
    Use this templateSee details
    When working with a fixed-position bench drill, small oversights can lead to big problems. This safety checklist allows operators to stay focused by breaking down key inspection points. It covers chuck alignment, drill speed settings, guard positioning, lighting, and more. You’ll also find space for standard safety checks, maintenance notes, and operator sign-offs. This way, you can complete it quickly without skipping critical steps. Consider tailoring the checklist based on the model of your bench drill or the types of materials typically handled—metal, wood, or composites—so that each inspection is more relevant and efficient.
    Use this templateSee details
  4. Portable drilling machine safety checklist

    Portable drilling machine safety checklist
    Use this templateSee details
    Portable drills are convenient, but with that flexibility comes more potential for misuse, especially on dynamic worksites. This safety checklist keeps mobile teams alert to risk by covering key areas like battery or power cord inspections and using clamps effectively. Built-in features like checkboxes, photo evidence capture, and quick dropdowns speed up the process while ensuring full coverage. You can customize it to reflect whether the tool is cordless or pneumatic, and even tweak questions based on the environment—indoor, outdoor, or elevated platforms. This checklist is a convenient way to raise awareness, document accountability, and reduce mistakes.
    Use this templateSee details

How to set up your drilling machine safety checklist in Lumiform

Creating a custom drilling machine safety checklist for your team doesn’t have to be complicated. You can start by choosing one of the templates above or use Lumiform’s AI form builder to generate a checklist tailored to your specific machines. This works whether you’re handling portable drills, bench models, or large vertical setups.

Use multiple input types—like photo uploads for visual proof of PPE or text fields to describe hazards—to capture accurate and detailed safety data. By doing this on the mobile app, your team can complete inspections directly at the machine, with no paperwork or back-and-forth.

If something’s not right, like a missing guard or faulty drill bit, you can assign tasks immediately to the right person and keep everything traceable. Collaborating is efficient too, since templates are shareable across teams and locations. Once you’ve collected the data, run reports to pinpoint persistent issues or areas where safety procedures need improvement.

With the right setup, your checklist becomes a tool for building thorough, consistent workflows for drilling operations.


Frequently asked questions

What’s the biggest safety risk when using a drilling machine?

One of the most overlooked risks is improper material securing. Even experienced operators sometimes skip clamping down a workpiece, thinking it’ll “just hold.” But if the drill grabs, that piece can spin or shoot off—fast. Always double-check clamping before drilling, especially on bench and vertical machines. It’s a small step that prevents serious injuries.

Do safety checks change depending on the material being drilled?

Yes, and they should. Drilling into metal, wood, or composite requires different bit types, speeds, and even PPE. For example, drilling aluminum creates long, sharp chips that can slice skin, while hardwood can generate lots of fine dust, so ventilation and goggles become more critical. Tailor your checklist to reflect the common materials your team works with.

How can supervisors make safety checks more reliable?

Make them collaborative. Instead of one person silently ticking boxes, involve the team. A quick verbal walkthrough or having operators explain what they’re checking can catch blind spots and build shared accountability. You can also rotate who leads the check each week to keep it fresh and reduce the chance of complacency.

Author
Ima Ocon
Ima is a writer and editor who specializes in technology, with experience crafting content for companies like Canva and FluentU. She's passionate about startups, remote work, and language learning, as well as the applications of AI in marketing. Currently, she is based in Asia, and she previously studied in Taiwan and Singapore.
Lumiform offers innovative software to streamline frontline workflows. With over 12,000 ready-to-use templates or custom digital forms, organizations can increase efficiency and automate key business processes. The platform is particularly user-friendly, offering advanced reporting capabilities and powerful logic functions that enable automated solutions for standardized workflows. Discover the transformative potential of Lumiform to optimize your frontline workflows. Learn more about the product

Related categories

  • Health and safety
  • Risk and compliance
  • Construction
  • Manufacturing
  • Risk assessment
  • Workplace safety

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