Checklists

Lifting equipment certification and examination checklist

Confirm that lifting equipment and lifting accessories under the school's control are certified, marked with their safe working load, within their examination period, supported by required records, and not used when overdue or defective.

Checklist
CalmComplianceChecklist template

Lifting equipment certification and examination checklist

Version
v1
Updated
7 October 2026
Reviewed
7 October 2026
Who this checklist is for
Maintained and academy primary and secondary schools in England, including staff responsible for premises, health and safety, equipment management, and contractors operating equipment under the school's control.
Jurisdiction
england

13 checklist steps

Blank response areas · preview only

  1. Confirm applicability

    Use this checklist only where the school provides lifting equipment for work or controls how lifting equipment is used, including equipment operated by school employees or contractors under the school's control.

  2. Identify the equipment

    Response required

    List each lifting appliance and lifting accessory covered by this review, including equipment operated by contractors where its use is under the school's control.

    Equipment or accessory identification and location

  3. Check equipment safety

    Confirm that the equipment is safe for its intended use before it is operated.

    • Yes
    • No
    • Not applicable

    Notes

  4. Check certification

    Confirm that the lifting equipment or accessory is certified and record the evidence location.

    • Yes
    • No
    • Not applicable

    Notes

  5. Record certification evidence

    Response required

    Record the certificate reference or the location of the certification record for this equipment.

    Certificate reference or record location

  6. Check safe working load marking

    Confirm that the equipment is marked with its safe working load and that the marking is legible.

    • Yes
    • No
    • Not applicable

    Notes

  7. Check examination status

    Confirm from the equipment record or examination documentation that the equipment is not overdue for examination.

    • Yes
    • No
    • Not applicable

    Notes

  8. Record examination evidence

    Response required

    Record the relevant examination date, next examination information where provided, and the location of the thorough-examination report.

    Examination details and report location

  9. Check thorough-examination report

    Confirm that the thorough-examination report is retained and can be matched to the equipment or accessory being checked.

    • Yes
    • No
    • Not applicable

    Notes

  10. Check supporting documents

    Confirm that any available declaration of conformity or test certificate relevant to the equipment or accessory is retained with the equipment records.

    • Yes
    • No
    • Not applicable

    Notes

  11. Check load attachment

    Before lifting, confirm that the load is properly attached and, where necessary, securely bound to prevent it slipping or falling.

    • Yes
    • No
    • Not applicable

    Notes

  12. Respond to an overdue or defective item

    If the equipment is overdue for examination or is defective, do not use it. Remove it from use, identify it as unavailable, and refer it for examination, repair, or replacement as appropriate.

  13. Record actions required

    Record any missing certificate, missing report, illegible safe-working-load marking, overdue examination, defect, or other action required before the equipment can be used.

    Issue, action, responsible person, and follow-up information

CalmCompliance · v1Template for adaptation

Template details

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

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Lifting equipment certification and examination checklist - CalmCompliance