| Primary users |
Identify who will use the elevator now and whether other household members or visitors may need it later. |
A solution should suit the least mobile regular user while remaining practical for everyone who will ride it. |
Will the user walk, use a cane or walker, transfer from a wheelchair, or remain in a wheelchair during the ride? |
| Mobility equipment |
Measure the wheelchair, scooter, walker, or other equipment, including its turning space and any footrests or attachments. |
The platform or car must accommodate the equipment and allow safe entry and exit. Confirm clear opening and interior dimensions. |
Can the user enter and exit without awkward turning, reversing, or assistance that may not always be available? |
| Transfer and assistance needs |
Consider whether the rider can transfer independently and whether a caregiver needs to travel alongside them. |
Caregiver travel and transfer space can change the required cabin or platform size and the type of lift that is appropriate. |
Does the user need a companion inside the elevator, handholds, a seat, or space for assisted transfers? |
| Intended use and frequency |
Estimate typical daily trips, peak use, and whether the elevator is for routine access, occasional visits, or both. |
Regular use makes dependable operation, convenient controls, and a clear maintenance plan especially important. |
How many trips are expected on a typical day, and will multiple people rely on the elevator? |
| Stops and travel height |
List every level to be served, the approximate vertical travel, and the locations where the rider will enter and exit. |
The number and arrangement of stops affect layout, access, installation requirements, and the equipment options available. |
Are the landings level and reachable by an accessible route, and is there enough clear space at each entrance? |
| Capacity and usable space |
Account for the combined weight of riders, mobility equipment, and any caregiver or carried items. |
Choose a rated capacity and usable interior or platform area that meet the actual needs; never exceed the manufacturer’s rating. |
What is the maximum expected combined load, and does the selected layout fit the largest equipment in use? |
| Outdoor exposure |
Assess rain, snow, wind, direct sun, temperature extremes, drainage, and exposure to salt or coastal air. |
Outdoor equipment needs materials and protection suitable for the local conditions. A cover or enclosure may reduce exposure but does not remove the need for weather-rated components. |
What weather conditions are typical at the site, and how will water drain away from the lift and its access points? |
| Site and access conditions |
Review available space, foundation requirements, nearby doors and windows, utility access, and the route to the elevator. |
A site assessment can identify structural, drainage, clearance, and accessibility constraints before equipment is selected. |
Can the location support the required installation, and will the route remain usable in wet or icy conditions? |
| Controls and safety features |
Check control height and reach, visibility, ease of operation, door or gate arrangement, and emergency communication options. |
Controls should be usable by the intended rider. Safety features and emergency procedures should match the equipment and local requirements. |
Can the user operate the controls independently, and what is the procedure if power fails or the elevator stops? |
| Power and emergency planning |
Confirm the electrical supply and ask how the elevator behaves during a power interruption. |
Some systems may offer battery lowering or other emergency provisions; availability and operation vary by equipment. |
Is backup operation included, what functions remain available, and how will the user request help? |
| Maintenance and long-term use |
Review inspection and servicing needs, parts availability, cleaning requirements, and how the user’s needs may change. |
Outdoor equipment requires ongoing attention to weather-related wear. A plan for service and future accessibility can improve long-term usability. |
What routine service is recommended, and can the installation accommodate future changes in mobility or equipment? |
| Permits and local requirements |
Check local building, electrical, accessibility, and safety rules before purchasing or installing equipment. |
Requirements vary by location and equipment type; approval and inspection may be required. |
Which permits, inspections, clearances, and safety standards apply to this specific installation? |