Checklists

Hired lifting equipment current-report check

Check, before use or receipt, that hired lifting equipment or accessories have a current thorough-examination report that relates to the equipment and identifies any restrictions or defects.

Checklist
CalmComplianceChecklist template

Hired lifting equipment current-report check

Version
v1
Updated
7 October 2026
Reviewed
7 October 2026
Who this checklist is for
Primary and secondary schools in England, including maintained schools and academies, when hiring lifting equipment or accessories.
Jurisdiction
england

9 checklist steps

Blank response areas · preview only

  1. Confirm that this checklist applies

    Use this checklist if the school is hiring lifting equipment or accessories, including where the hire firm normally arranges examination.

  2. Identify the hired equipment

    Response required

    Record the equipment or accessory covered by the report, including its make, model, serial number, asset number or other identifying information shown on the equipment or hire documentation.

    Equipment and identifying details

  3. Check for a current thorough-examination report

    At the outset, check the hire documentation or report supplied for the equipment and record whether a current thorough-examination report is available.

    Choose one

    • Available
    • Not available
    • Unclear
  4. Record report details

    Response required

    Record the report reference or certificate number, the examination date and any other identifying details provided on the report.

    Report reference, examination date and other details

  5. Check that the report relates to the hired equipment

    Compare the equipment identification recorded in step 2 with the identification on the thorough-examination report. Record the result.

    Choose one

    • The report relates to the hired equipment
    • The report does not relate to the hired equipment
    • Cannot confirm
  6. Review restrictions and defects

    Response required

    Read the report and record any restrictions, defects, remedial actions or other conditions identified. If none are stated, record that the report contains no stated restrictions or defects.

    Restrictions, defects or other report findings

  7. Record whether findings affect use

    Based on the report, record whether restrictions or defects affect the intended use, whether further clarification is needed, or whether no restriction or defect affecting the intended use is identified.

    Choose one

    • A restriction or defect affects the intended use
    • Further clarification is needed
    • No restriction or defect affecting the intended use is identified
  8. Record the pre-use or receipt decision

    Record the outcome after considering report availability, equipment identity and any restrictions or defects. Where the report is unavailable, does not relate to the equipment, or the findings are unclear, record the issue and resolve it before deciding whether the equipment can be used.

    Choose one

    • Suitable to proceed based on the information checked
    • Hold pending resolution or clarification
    • Not suitable for the intended use
  9. Record actions and escalation

    Record any action taken with the hire firm, competent examiner or responsible school contact, including the person contacted and the outcome.

    Actions, contacts and outcomes

CalmCompliance · v1Template for adaptation

Template details

Type
Checklist
Version
v1
Updated
7 October 2026
Reviewed
7 October 2026

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Hired lifting equipment current-report check - CalmCompliance