Templates

Lift and elevator preventive maintenance checklist

In short

Lift and elevator maintenance and any statutory inspection must be carried out by a competent, licensed lift technician under your service contract. This is an operator-side awareness and log checklist that a facilities team can run between visits, covering door operation, levelling, emergency communication, lighting, cleanliness and the logbook, and a process for reporting faults. Run it as an inspection template in Cohiva Control and a failed item raises a work order to your lift contractor automatically, with versioned, immutable records.

Lift and elevator preventive maintenance checklist

Lifts are safety-critical, specialised plant. The maintenance, adjustment and statutory inspection of a lift must be carried out by a competent, licensed lift technician or registered service provider under a maintenance contract. This checklist is not that. It is an operator-side awareness and log routine that a facilities team can run between contractor visits to notice problems early, keep the lift safe to use and presentable, and maintain a clear record. Anything that fails here is reported to your lift contractor, not fixed in house.

Treat the items as practical guidance and follow applicable standards and your service provider’s advice for intervals and any specific requirements. Do not open machine rooms, controllers or pit areas, or interfere with lift equipment, unless you are a qualified lift person.

Before you start

  • Confirm you are doing an operator-side check only, not lift maintenance.
  • Open the asset record in Cohiva Control and confirm you are working on the right lift.
  • Review any faults, breakdowns or user complaints reported since the last check.
  • Check that the current maintenance and any statutory inspection records are up to date with your contractor.

Check the doors and entrances

  • Confirm the doors open and close smoothly and fully at each landing.
  • Check the door reversal or detection feature stops and reopens on an obstruction.
  • Inspect door tracks and sills for debris and damage from where you can safely see.
  • Check landing call buttons illuminate and respond.

Check ride and levelling

  • Ride the lift through the floors it serves and listen for unusual noise or vibration.
  • Confirm the car stops level with each landing, with no significant step.
  • Check the car responds correctly to car buttons and the floor indicator.

Check emergency communication and safety features

  • Test the emergency phone or intercom connects and is answered.
  • Confirm the alarm button sounds.
  • Check the emergency and normal lighting in the car operates.
  • Confirm any out-of-service or fault signage is correct and the lift is not in use if it should not be.

Check presentation and the logbook

  • Inspect the car interior, lighting, mirrors and handrails for cleanliness and damage.
  • Confirm the load plate, certificate and any required notices are present and legible.
  • Check the lift logbook is up to date and that recent contractor visits are recorded.
  • Confirm machine-room and pit access doors are secure and only accessible to authorised people.

Log and close out

  • Mark each item pass or fail in the inspection.
  • Attach photos of any damage or fault.
  • For anything that fails, raise a work order to your licensed lift contractor and note the lift’s status.
  • Update the operator log.

In Cohiva Control, a failed item can raise a work order automatically and route it to your lift maintenance contractor, so a faulty emergency phone or a levelling problem becomes a tracked job rather than a note that gets lost. Inspection records are versioned and immutable once submitted, giving you a clear operator-side history alongside the contractor’s service record. Build it as an inspection template on a preventive maintenance schedule, and use the contractor compliance gate so only a compliant lift contractor can be assigned the resulting work. See also how inspections and audits work.

Part of the Cohiva platform

Cohiva Control is part of the Cohiva platform. Leisure operators often run it with Cohiva Complex, and finance teams connect it to Cohiva Crunch for the general ledger. Explore the platform at www.cohiva.app.

Frequently asked questions

Can my own team maintain the lift?
No. Lift maintenance and statutory inspection are specialised, regulated work that must be carried out by a competent, licensed lift technician or registered service provider under a maintenance contract. This checklist is an operator-side awareness and log routine that sits alongside that contract, not a substitute for it.
What is this checklist for, then?
It helps a facilities team notice and report problems between contractor visits, keep the lift presentable and safe to use, and maintain a clear log. Anything that fails should be reported to your licensed lift contractor as a work order.
Can I schedule this checklist automatically?
Yes. Build it as an inspection template on a preventive maintenance schedule in Cohiva Control and it generates the operator-side check on a regular interval, with the contractor's service visits tracked as separate work orders.
What happens if a check fails?
A failed item can raise a work order automatically, routed to your lift maintenance contractor, so a faulty emergency phone or a levelling problem becomes a tracked job. The inspection record is versioned and immutable once submitted.
Does following this make my site compliant?
No. It supports your own awareness and log routine and keeps a clear record. Your compliance rests on the licensed maintenance contract and any statutory inspection regime. Confirm your obligations against applicable standards and your service provider's advice.