Overhead Crane – Competency Assessment – Editable Word Format
Keep your worksites safe and demonstrate due diligence with the Overhead Crane Competency Assessment.
This fully editable Microsoft Word template allows supervisors, trainers, and safety managers to evaluate, document, and verify the competency of overhead crane operators. It helps companies meet provincial OHS legislation, client expectations, and internal safety standards — ensuring operators have the skills to work safely and independently.
The checklist covers all essential areas, from rigging and load stability to safe travel and shutdown procedures, providing a defensible record for audits, inspections, and compliance requirements.
Use this form to:
✅ Assess new operators before they work unsupervised
✅ Perform refresher evaluations to maintain competency documentation
✅ Complete post‑incident or re‑training sign‑offs
Key Features
Fully Editable Word Document (.doc) – Add your logo, modify the criteria, and customize for your site.
Covers Core Skills – Rigging, load control, safe travel, spotter use, braking, and proper shutdown.
Supports Legislative Compliance – Shows proof of competency and fulfills OHS obligations.
Digital or Print Use – Use as a paper form or upload to SiteDocs for mobile sign‑offs.
Who Should Use This Form?
HSE Managers & Safety Coordinators documenting operator competency
Supervisors & Trainers overseeing overhead crane operations
Contractors & Companies needing proof for OHS compliance and client audits
Going Paperless? Using SiteDocs?
📅 Book a quick SiteDocs walkthrough here to see how it works in under 15 minutes.
Download once — customize forever.
Whether you’re using it as a standalone evaluation form or as part of your competency program, this template makes documenting AWP training faster, easier, and audit‑ready.
Looking for a full competency program?
Upgrade beyond single assessments with our Complete Competency Program — a ready-to-use, editable system that includes:
✅ A full Competency Policy & Directive
✅ Supervisor guidance and assessor tools
✅ A customizable Competency Matrix
✅ Generic assessment forms to add unlimited competencies
