Information

  • Audit Title

  • Document No.

  • Client / Site

  • Conducted on

  • Prepared by

  • Location
  • Personnel

Pre-Audit Questions

  • Does the tech center agree that the equipment is ready for testing?

  • Have there been any previous reviews?

  • If yes, take a list of any actions and review them for completion.

  • Is PPE available for the tasks to be done? Ship or pack, if needed.

  • All parts and/or raw materials have been sent to factory?

  • All set points are available for initial trials?

Risk Assessment

  • Has the design risk assessment been completed?

  • If not, try completing the risk acceptance form.

  • Are there any hazards that stand out?

EH & S

  • What chemicals are needed with this equipment?

  • Any new chemicals?

  • If yes, obtain an MSDS.

  • Has the initial ergonomic assessment been completed?

  • If not, complete a BRIEF form.

  • What are the personal tasks for the required for the equipment?

  • Any ergonomic concerns that stand out?

  • What is the noise level with the equipment started up (idle)?

  • What is the noise level while the equipment is running?

Safety System

  • All guard doors easy to use?

  • Are guards in good condition?

  • Access to all areas that are needed?

  • Number of emergency stop buttons?

  • All emergency stop buttons in good location?

  • Is recovering from an emergency stop relatively easy?

  • Light curtains are protected?

  • Light curtains have the correct distance to prevent harm? Calculation available?

  • All openings not guarded, within acceptable distance range?

  • Any sharp points that need to be covered, removed or guarded?

  • All motors, gears, chains, belts, etc. guarded?

  • Any additional covering, guards, etc. necessary?

Operations

  • Go through all HMI screens.

  • What are the daily checks for operations?

  • What are the weekly checks for operations?

  • What are the monthly checks for operations?

  • What are the operating procedures needed?

  • What are the focal point procedures needed?

  • Any operational maintenance procedures?

  • All pictures taken for procedures?

  • Go through the startup process.

  • Go through the shutdown process.

  • Is an operating manual available?

  • General equipment pictures.

Equipment Run

  • Do the parts run through the system without trouble?

  • Are the parts cleaned?

  • Are any faults, easy to recover from?

  • Is there anything that we need to be sure to check when the equipment arrives?

  • What are the final set points in the machine?

  • Any other comments about the equipment run?

Maintenance

  • Are equipment drawings available?

  • Obtain a spare parts list.

  • Obtain a recommended PPM (planned preventative maintenance) list.

  • What is the serial number?

  • What is the make and model?

  • Any additional name plate information?

Setup

  • What are the setup tasks?

  • Go through the general setup tasks.

  • Any special tools required for setup?

  • Anything special about the equipment?

  • Is there any information that is needed for unloading or setting of the equipment?

  • Obtain pictures of all lift point, slots for fork truck, all connection points, etc.

Wrap Up Questions

  • Is there any thing you want to change about the equipment?

  • Is there any equipment that we need to purchase to use with this?

  • Are there any tools that need to be purchased?

  • Have all actions been documented?

  • Rate the equipment.

Sign Off

  • Start Up Team

  • Manufacturing Representative

  • Project Engineer

  • Technology Center

  • Process Automation

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.