Lifting equipment examination, inspection and marking review checklist
- Version
- v1
- Updated
- 7 October 2026
- Reviewed
- 7 October 2026
- Who this checklist is for
- Staff responsible for health and safety, premises management or lifting equipment arrangements in maintained and academy primary and secondary schools in England.
- Jurisdiction
- england
15 checklist steps
Blank response areas · preview only
Confirm applicability
Determine whether lifting equipment is present at the school and whether examination, inspection or equipment-marking controls are relevant. If not applicable, record the reason and do not complete the remaining equipment-specific checks.
Choose one
- Applicable
- Not applicable
- Applicability requires confirmation
Record applicability basis
Response required
Record the equipment, area or arrangement considered and the reason for the applicability decision.
Equipment, area or arrangement and applicability basis
Check equipment identification
Where the checklist is applicable, review the school's available inventory or other identification record for lifting equipment. Record whether the equipment in scope can be identified and linked to the relevant records.
Choose one
- Identified
- Partly identified
- Not identified
- Identification record unavailable
Record equipment identification findings
Response required
Record equipment identifiers, locations, inventory references and any equipment that could not be identified.
Identifiers, locations, references and unidentified equipment
Review examination arrangements
Review the arrangements established by the school for examination of lifting equipment. Do not infer or add examination intervals from this checklist.
Choose one
- Arrangements available
- Arrangements partly available
- Arrangements unavailable
- No established arrangement identified
Review inspection arrangements
Review the arrangements established by the school for inspection of lifting equipment. Record the arrangements as found; do not invent inspection intervals or other requirements.
Choose one
- Arrangements available
- Arrangements partly available
- Arrangements unavailable
- No established arrangement identified
Record examination and inspection arrangement details
Response required
Record the responsible role or provider, equipment covered, documents reviewed and any gaps or uncertainty. Do not add an interval unless it is documented in the school's established arrangements.
Responsible role or provider, equipment covered, documents and gaps
Check examination and inspection reports
Check whether reports relating to the examination and inspection of the equipment in scope are available and can be linked to the equipment.
Choose one
- Available and linked to equipment
- Partly available or only partly linked
- Unavailable
- Not applicable to the equipment or arrangement reviewed
Record report findings
Response required
Record the report references reviewed, the equipment to which they relate, and any missing or incomplete report information.
Report references, linked equipment and missing information
Review defect records and actions
Check whether defects identified in available examination or inspection information are recorded and whether the school's corrective-action arrangements are documented. Do not determine additional acceptance thresholds from this checklist.
Choose one
- No defects recorded in the information reviewed
- Defects recorded with corrective actions
- Defects recorded without documented corrective actions
- Defect information unavailable or incomplete
- Not applicable to the information reviewed
Record defect findings
Response required
Record the equipment, defect reference or description, current documented action, responsible person or role and any escalation needed under the school's arrangements.
Equipment, defect, documented action, responsible role and escalation
Review equipment markings
Review the markings on equipment in scope against the markings established or specified by the school. Record whether markings are present and legible, without inferring marking requirements not provided by the school's arrangements.
Choose one
- Present and legible
- Missing
- Illegible
- Incorrect compared with the school's established requirements
- Marking requirements unavailable for comparison
- Not applicable
Record marking findings
Response required
Record the equipment, marking observed, location, condition and comparison reference. Where a marking is missing, illegible or incorrect, record the corrective action or escalation required under the school's arrangements.
Equipment, marking observed, location, condition, reference and corrective action
Check information keeping
Check whether the school's records for equipment identification, examination, inspection, reports, defects and markings are retained in a location accessible to the responsible staff.
Choose one
- Records accessible
- Records partly accessible
- Records not accessible
- Record-keeping arrangement unclear
Record corrective actions and escalation
Response required
Summarise each missing record, unavailable arrangement, defect, or missing, illegible or incorrect marking requiring follow-up. Assign an owner and record the action using the school's established corrective-action process.
Issue, equipment, action, owner and escalation reference