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
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.
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
Check equipment safety
Confirm that the equipment is safe for its intended use before it is operated.
- Yes
- No
- Not applicable
Notes
Check certification
Confirm that the lifting equipment or accessory is certified and record the evidence location.
- Yes
- No
- Not applicable
Notes
Record certification evidence
Response required
Record the certificate reference or the location of the certification record for this equipment.
Certificate reference or record location
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
Check examination status
Confirm from the equipment record or examination documentation that the equipment is not overdue for examination.
- Yes
- No
- Not applicable
Notes
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
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
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
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
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.
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
