Crane & Hoist Safety

This document is an overview of crane & hoist safe operation. This document does not discuss how to properly use rigging (covered in a separate document).

What training do I need to operate a Crane or Hoist?

  • Employees must receive user level training to use cranes & hoisting equipment at UW-Madison. The training must be renewed at least every 3 years. 

 

  • The training consists of two parts:
    1. Online or in-person instruction on Crane & Hoist Safety
    2. Hands-on training conducted by EH&S or a competent person.
  • To get your training:
    1. Contact your supervisor or, 
    2. Workplace Safety Specialist in EH&S
      1. Phone: (608) 265-5000
      2. Email: workplacesafety@fpm.wisc.edu  

What are Daily inspections?

These are inspections that need to be made at the start of the day or shift before using the crane, hoist, or rigging. These aren’t needed on days equipment where equipment is not used. 

  1. Functional tests.
  2. And visual inspections of:
    1. Hooks, chains, slings, below-hook lifting devices.
    2. Air & hydraulic systems.
    3. Items set by a certified employee or contractor.

These inspections can be done by people with user level training and must be documented by filling out the daily inspection checklist.

Here is a checklist that can be used as a guide for conducting daily inspections.

 

What are service classifications?

What are service classifications?

Crane/Hoist service classifications are used to help determine the intervals for conducting frequent inspections. 

For example, a normal service hoist frequent inspection would be conducted monthly. Each number is an “either-or” situation – if conditions match any either “1” or “2” for the highest classification, it meets the definition.

  • Normal service:
    1. Under 85% of rated load, at up to 10 lift cycles/hr (except for isolated instances).
  • Heavy service:
    1. At 85 to 100% of rated load
    2. More than 10 lift cycles/hr as regular specified procedure.
  • Severe service:
    1. Handling loads near to or at the rated capacity
    2. Over 20 lift cycles/hr and/or abnormal operating conditions 

What are critical lifts?

Critical lifts need a critical lift plan. Contact EH&S before all critical lifts to make sure there are safer alternatives that can be explored first.

  1. Critical lifts involve any of the following:
  2. Sling angles under 30 degrees
  3. Loads over 75% of rated capacity
  4. Loads lifted by multiple cranes or hoists
  5. Loads lifted, swung, or placed out of the operator’s view

Non-routine & technically difficult rigging arrangements

What are elements of a critical lift plan?

  • General Info
  • Lift Criteria (Hazards)
  • Lift Details (Items to be lifted, etc.)
  • Lift Layout Diagram
  • Rigging Equipment and Data
  • Lifting Personnel
  • Lift Computations
  • Emergency Plan
  • Sign Offs

If there are multiple cranes & hoists performing a lift, additional requirements apply for these activities.

Multiple Cranes/Hoists

    • A qualified person must make the critical lift plan if multiple cranes are used.
    • They also decide if additional engineering expertise is needed.
    • This plan must be directed by:
      1. Someone both competent and qualified.
      2. Or a competent person assisted by at least one qualified person.
    • The lift director must review the plan in a meeting with all workers involved in the operation.

What do “qualified” and “competent” mean?

They do not mean the same thing, and someone can be both qualified and competent.

  • A qualified person is a subject matter expert who has demonstrated their ability to solve problems relating to the scope of work.
    • They have any of these:
      • A recognized degree or certificate,
      • Significant professional standing,
      • Extensive knowledge, training, and experience.

  • A competent person can recognize the hazards for the scope of work and work area and has authority to correct them. 

 

What should I do with suspended loads

  • Do not move loads over people.
    • Nobody should ever work or be under a suspended load.
    • Use tag lines when moving loads long distances or to avoid putting yourself underneath a suspended load. Most ropes or slings can be used for this purpose. Manilla rope also works as an acceptable material for taglines.
    • Taglines help to control unexpected shifts or movments of loads. Here is an example of one being used.
  • Never leave suspended loads unattended.
  • In emergencies where a load is left suspended & crane/hoist is inoperative:
    • Barricade and post signs
    1. in surrounding area
    2. under load
    3.  and on all sides.

Why should side pulls be avoided?

Side pulls can cause hoist cables to slip out of drum grooves and overlap, as well as cause damage and increase stress to lifting equipment. Side pulls also can cause loads to swing around and hit someone.

 Think before you lift! Always position lifting device directly over load before lifting! In this picture, a load is swinging towards operator making a side-pull.

When using a crane or hoist, make sure that the hook is over the load’s center of balance. You also want to install all hoists so they hang freely with their hooks centered.

This diagram shows how to correclty install a chain hoist. The hoist hook should be centered on the anchorpoint to prevent rollout.

What can I do to avoid overloading?

 Don’t go over the capacity of any part of the lifting setup. The setup will only be as strong as its weakest link. When planning a lift, make sure you know the load of what you’ll be lifting. Never do a lift based on a blind guess.

  • Ways to know or estimate the weight of a load:
    • Use a scale to weigh the load.
    • Check shipping papers. 
    • Check the manufacturer’s plate on the equipment. 
    • Use industry standard tables or charts. 
    • Consult with the manufacturer.
    • Estimate using weights of similar loads. 

Note: a good practice to follow is to stay within 50% of the lifting equipment’s rated capacity when estimating loads.



Keywords:
Crane, Hoist, Daily Inspection, inspection checklist, crane & hoist training, crane/hoist, jib, gantry, chain fall, service classifications, critical lift, lift plan, critical lift plan, qualified person, competent person. 
Doc ID:
161177
Owned by:
Cameron B. in Facilities Planning & Management
Created:
2026-05-08
Updated:
2026-05-11
Sites:
Facilities Planning & Management