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Horizontal directional drilling safety checklist

Horizontal directional drilling safety checklist

Stay on top of HDD site safety with a checklist covering pre-drill planning, in-progress monitoring, and final site checks. It aids you in catching risks early and documenting every step.

Use this template
or download pdf
Horizontal directional drilling safety checklist

Stay on top of HDD site safety with a checklist covering pre-drill planning, in-progress monitoring, and final site checks. It aids you in catching risks early and documenting every step.

Use this template
or download pdf

About the Horizontal directional drilling safety checklist

When working around underground utilities, one wrong move can lead to damaged lines, costly delays, or even serious safety risks. This horizontal directional drilling safety checklist helps you standardize inspections, stay compliant, and keep your crew out of harm’s way.

It’s built for teams in construction, utilities, or civil engineering who want a reliable way to prepare and monitor HDD operations. You can use the checklist to document utility markings, rig setup, bore path conditions, and post-job site checks, all from one place.

How to use the horizontal directional drilling safety checklist

Here’s a quick, step-by-step guide to making the most of the checklist:

  1. Customize the template for your drilling site: Open the checklist in the Lumiform app and tailor it to your site conditions. Add project-specific notes, insert extra steps based on local safety requirements, and remove anything that doesn’t apply to your crew.
  2. Assign the checklist to the responsible on-site lead: Since this checklist should be completed by one person, make sure it’s assigned to the team member overseeing the drill. That way, the data stays consistent and traceable from start to finish.
  3. Use it before, during, and after drilling: Break the job into three safety phases–pre-drill setup, active drilling, and post-drill inspection. This helps you catch issues before they escalate, from improperly marked utilities to loose pipe connections.
  4. Add photos and comments directly from the field: Document entry/exit pit conditions, PPE compliance, or any safety concerns with real-time photos. These visual records are useful for internal reviews or compliance checks.
  5. Track patterns and flag repeat issues in the analytics: Once submitted, all checklists feed into Lumiform’s dashboard. Use this data to spot recurring safety gaps, improve team training, or tweak your process across multiple jobs.

Customizing your horizontal directional drilling safety checklist

No two drilling projects look the same, since soil conditions, local regulations, and utility layouts can all vary. That’s why our horizontal directional drilling safety checklist is fully editable, so you can shape it around the specific needs of your job site or crew.

You might start by tweaking the pre-drill checks to include unique local permitting steps or utility company coordination details. If your team uses different equipment, you can swap out rig inspection items to reflect your setup.

For longer or multi-day projects, consider adding repeatable daily safety checks under each drilling phase. This helps track changes in site conditions or crew performance over time without cluttering the checklist for single-day jobs.

You can add instruction fields or embedded media as well, like diagrams or links to internal SOPs, to make the checklist a field-ready guide. This is especially handy if you’re managing less-experienced crews.

Download Lumiform’s horizontal directional drilling safety checklist today

Start with a template built to handle the realities of HDD operations. You can organize pre-drill checks, on-site inspections, and end-of-day reviews all in one place, without skipping critical steps. Assign it to your crew lead, add notes or corrective actions, and track what’s happening in the field with less back-and-forth. This tool gives you a standardized, repeatable process that saves time and cuts down on errors.

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Preview of the template
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Page 1
Pre-Drilling Safety Checks
Have all underground utilities been accurately located and marked?
Is the drill entry and exit workspace clear of obstructions?
Are all personnel wearing appropriate PPE, including hard hats, safety glasses, and steel-toed boots?
Have all workers been trained on proper operation of HDD equipment?
Is the drill rig properly leveled and anchored?
Drilling Operations Safety
Is the drill path free of any overhead power lines or other obstructions?
Are all bore hole entry and exit pits properly shored and secured?
Is the drilling fluid circulation system functioning properly?
Are all drill pipe connections tight and secure?
Is the drill rig operator maintaining full control of the drilling equipment at all times?
Post-Drilling Safety Checks
Have all bore holes been properly backfilled and compacted?
Has the drilling equipment been thoroughly inspected for any damage or wear?
Have all tools, equipment, and debris been removed from the work site?
Have all personnel been accounted for and the work site secured?
Were any safety incidents or near-misses reported during the drilling operation?

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Frequently asked questions

What is the biggest safety risk in horizontal directional drilling?

One major risk is striking unmarked or mismarked utilities. Even with 811 locates, inaccuracies happen, especially with older underground maps or abandoned lines. Always use multiple methods to verify utility paths, like vacuum excavation or soft digging. Also, wet ground conditions can increase the chance of fluid frac-outs, so monitoring soil types is key.

How do you prevent a frac-out during drilling?

Frac-outs happen when drilling fluid escapes into unintended areas, usually due to excess pressure or weak soil. To prevent this, keep an eye on mud pressure and flow rates. Logging soil types during pilot boring also helps. You can predict high-risk zones like gravel pockets or sandy layers and adjust your pressure accordingly.

Who should be responsible for filling out the safety checklist?

It should always be someone with a solid understanding of the drilling operation. This is usually the site supervisor or lead drill operator. Having one consistent person fill it out improves accuracy. You can loop in others to provide input, but assigning ownership avoids gaps and keeps accountability clear.


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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