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Gate Automation Maintenance – the facts

Gate Automation

Gate Automation Maintenance – the facts!

Ongoing maintenance by an installer

The frequency of maintenance visits should reflect the design and environment of the automation system.

Included should be enough inspection, works and testing to ensure the ongoing reliability and safety of the entire system and take into account the maintenance requirements component suppliers, this may include an element of force testing.

Maintenance visits should also incorporate ongoing risk management and take into account any change of environment, nature of user or frequency of use, for example, residential property now being used as some form of child care.

Example schedule for a commercial swing gate system with hydraulic actuators:

At 6 monthly intervals check the follow:

  • Overall gate structure and plumb of hinges
  • Lubricate hinges and actuator unit pivots
  • Actuator oil level
  • Function of actuator manual release
  • Actuator hydraulic pressure setting
  • Slow down valve setting of actuator
  • Torque setting on control unit
  • Obstacle detection effectiveness (measure forces)
  • Overall function/condition of actuators
  • Function and condition of safe edges
  • Photocells internal and external
  • Sealing of photocell covers and cable entry
  • Wire terminations in control panel
  • Sealing of control unit cover and cable entries
  • Condition of all wiring and junction boxes
  • Function of all controls – transmitters, loop and intercoms
  • Security and effectiveness of all earth connections
  • Test earth fault loop resistance and RCD function
  • Reassess and check the ongoing validity of the hazard assessment

At 2 yearly intervals:

  • All of the above
  • Complete oil change of actuators


Maintenance of installations by others

Before taking on a commission to maintain an existing gate system

  • Is it CE marked?
  • Are technical files available?
  • Is a maintenance schedule supplied by the manufacturer/installer?

Make a thorough inspection and risk assessment of the system (again may include an element of force testing)

Report the assessment findings in writing to the own/duty holder, with any recommendations for modifications to fulfil the EHSR’s*

*Essential Health and Safety Requirements of various pieces of legislation

Applicable legislation could include:

  • Health and Safety at Work Act 1974
  • Provision and Use of Work Equipment Regulations
  • Workplace Directive (Health Safety and Welfare Regulations 1992)

CE markings under the Machinery Directive

The responsible person ( in this case the gate installer) must ensure that:

  • The essential health and safety requirements are satisfied
  • The technical file is available upon request within 24 hours (may only be requested by a regulatory body e.g. HSE, Trading Standards, Environmental Health)
  • Instructions for use and maintenance (copy to be issued with the gate)
  • Design calculations and schematics created and filed
  • Declaration of conformity is produced (copy to be issued with the gate)
  • Any test results (e.g. force testing)
  • Installation and maintenance log created (copy to be issued with the gate)
  • Any component supplier conformity documents files
  • The CE mark is applied visibly, legibly and indelibly on the gate

If you would like any training on Gate Automation and Safety Systems or Force Testing contact the Sales and Marketing team today.


The above information is believed to be accurate at the time of publishing but is not guaranteed.  If you have further questions, please feel free to contact one of the team via the usual methods.