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General safety and performance requirements checklist

General safety and performance requirements checklist

Track critical equipment checks, spot safety risks early, and stay consistent with structured sections covering safety devices, systems, and performance.

Use this template
or download pdf
General safety and performance requirements checklist

Track critical equipment checks, spot safety risks early, and stay consistent with structured sections covering safety devices, systems, and performance.

Use this template
or download pdf

About the General safety and performance requirements checklist

A single missed safety interlock or performance deviation can throw off an entire operation. Whether you’re managing a factory floor, overseeing construction machinery, or leading a maintenance crew, this general safety and performance requirements checklist helps you keep everything running like it should. Since it covers key areas such as equipment functionality and operator readiness, you can use this template to streamline inspections, standardize your reports, and stay compliant without starting from scratch.

Improve your inspections and boost team accountability

A general safety and performance requirements checklist serves you by breaking down inspections into clear, actionable sections, such as general safety, performance requirements, and operator safety. Each part focuses on what matters most, helping your team check equipment and systems in a consistent way.

You can use the checklist to assign tasks, document findings, and track safety issues, all from one place. It’s easy to fill out on mobile, so teams don’t have to rely on clipboards or memory. The format allows you to spot gaps fast and respond before small issues turn into big problems.

How to use the general safety and performance requirements checklist

You can easily adapt the checklist and add it to your workflow:

  1. Customize the checklist to match your equipment and process. Add or remove items in the Lumiform app to reflect your operations. Feel free to edit response types, like switching from multiple choice to text, if your team needs more flexibility in their notes.
  2. Assign the checklist to the responsible team member. Whether it’s a shift supervisor or a maintenance lead, the person conducting the inspection should have full access on their mobile device, even offline.
  3. Guide staff through what to look for. Add instructions or reference photos to tricky items. This helps avoid skipped steps or misunderstandings, especially during handovers or when onboarding new staff.
  4. Log each item in real time during inspection. Encourage your team to document issues immediately using photos, text, or flagged answers. This reduces the chance of small problems being ignored or forgotten during reporting.
  5. Review submissions and track patterns over time. Once the checklist is completed, use Lumiform’s analytics tools to monitor recurring issues, maintenance delays, or safety risks—and take action before they escalate.

Start streamlining your compliance processes today

Boost the efficiency and accuracy of your inspections with a template that’s built for real-world use. Assign it to team leads, use it for daily or weekly checks, and document findings with consistent formatting. Easily flag issues and track recurring fault while keeping a clear record of what’s been checked and when. Download it now and make your inspections more reliable!

Related categories

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Preview of the template
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General Safety
Are all safety devices (e.g. guards, interlocks) functioning properly?
Are all emergency stops accessible and working as intended?
Are all warning labels and safety signage clearly visible and in good condition?
Are all walkways, stairs, and platforms free of obstructions and tripping hazards?
Are all electrical installations and connections in safe working order?
Are all hydraulic and pneumatic systems free of leaks?
Performance Requirements
Does the equipment meet all specified performance criteria?
Are all calibrations and adjustments within tolerance limits?
Are all monitoring and control systems functioning properly?
Are all interlocks, sequence logic, and safety functions operating as intended?
Does the equipment produce the expected output quality and quantity?
Are all maintenance schedules and procedures being followed?
Operator Safety
Are all operator controls and displays clearly labeled and accessible?
Is the operator's workstation designed to minimize strain and fatigue?
Are all PPE requirements being met and is the equipment in good condition?
Are all training and procedures for safe operation being followed?
Are there any observed unsafe behaviors or conditions that need to be addressed?

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Access a complete set of resources aimed at maximizing safety, quality, and operational excellence, including detailed guides, related templates, and real-world use cases.

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Frequently asked questions

What should you do if a piece of equipment consistently fails safety checks?

Frequent failures usually point to deeper issues, like worn-out components, poor maintenance routines, or misused machinery. Don’t just document it and move on. Flag it for immediate review, pull it from use if needed, and involve maintenance or engineering to investigate the root cause. You can often trace recurring failures traced back to skipped preventive maintenance or improper training.

How can you make safety checks more reliable during shift changes?

Include timestamped signatures and require a brief handover note when completing a checklist. This holds people accountable and helps prevent skipped inspections. You can also attach shift-specific instructions, like environmental concerns on night shifts or extra checks after high-usage periods.

How can you catch performance issues before they cause downtime?

Build in early warning indicators, such as slight vibration increases, longer start-up times, or small quality drifts. These often show up days or even weeks before a breakdown. Train teams to log anything that’s “a little off” even if it’s not yet critical. Over time, you’ll spot patterns that help you act before it hits production.


This template, developed by Lumiform employees, serves as a starting point for businesses using the Lumiform platform and is intended as a hypothetical example only. It does not replace professional advice. Companies should consult qualified professionals to assess the suitability and legality of using this template in their specific workplace or jurisdiction. Lumiform is not liable for any errors or omissions in this template or for any actions taken based on its content.
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