Checklists

LOLER people-lifting and accessory thorough examination checklist

Confirm, where applicable, that lifting equipment used to lift people and lifting accessories have current thorough-examination reports, that reported defects or restrictions are recorded, and that corrective actions and additional examination triggers have been addressed.

Checklist
CalmComplianceChecklist template

LOLER people-lifting and accessory thorough examination checklist

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, that use lifting equipment to lift people or use lifting accessories.
Jurisdiction
england

18 checklist steps

Blank response areas · preview only

  1. Establish applicability

    Use this checklist where lifting equipment is used to lift people or where lifting accessories are used. If neither applies, do not complete the remaining equipment-specific checks.

  2. Identify the equipment or accessory

    Response required

    Record the equipment or accessory identifier, description, location and whether it is lifting equipment used to lift people or a lifting accessory.

    Identifier, description, location and category

  3. Confirm the applicable category

    Select the category that applies to the item being checked.

    Choose one

    • Lifting equipment used to lift people
    • Lifting accessory
    • Both categories apply
    • Neither category applies
  4. Check for a written examination scheme

    Check whether a written examination scheme drawn up by a competent person specifies the examination interval for this item.

    Choose one

    • Written examination scheme found
    • No written examination scheme found
    • Not known; obtain confirmation
  5. Record the examination interval

    Response required

    Record the interval specified by the written examination scheme, if one applies. If no scheme applies, record that the default interval is being used for this item.

    Scheme interval or statement that the default interval applies

  6. Apply the default interval where no scheme specifies another

    Where no written examination scheme specifies a different interval, use six months for lifting equipment used to lift people and six months for lifting accessories. Do not replace a competent person's written scheme with this default.

  7. Locate the thorough-examination report

    Confirm that a written thorough-examination report is available for the identified equipment or accessory and record its report reference and examination date.

    • Yes
    • No
    • Not applicable

    Notes

  8. Record report details

    Response required

    Record the report reference, examination date and the next examination date or other interval information stated in the written scheme or report.

    Report reference; examination date; next date or interval

  9. Confirm the report is current

    Compare the examination date and next examination date or scheme interval with the date of this check. Confirm that the thorough examination is current for the applicable interval.

    • Yes
    • No
    • Not applicable

    Notes

  10. Confirm the examiner

    Confirm from the report or related records that the thorough examination was arranged with a competent person.

    • Yes
    • No
    • Not applicable

    Notes

  11. Record defects or restrictions

    Response required

    Review the report and record every defect, restriction, action or other limitation identified for the equipment or accessory. If none is identified, record that the report identifies none.

    Defects, restrictions, actions or statement that none are identified

  12. Check corrective actions

    Confirm that each corrective action arising from the report has been completed, or that an outstanding action has been assigned, controlled and prevented from being overlooked.

    Choose one

    • All corrective actions completed
    • Outstanding action recorded and controlled
    • No corrective action identified
    • Action not addressed
  13. Check restrictions before use

    Where the report identifies a restriction or defect, confirm that the restriction has been communicated and that the equipment or accessory is not used contrary to the report or written scheme.

    • Yes
    • No
    • Not applicable

    Notes

  14. Check for additional examination triggers

    Check whether any of the following has occurred since the last thorough examination: an accident or dangerous occurrence; a significant change in conditions of use; replacement of parts subject to thorough examination; or a long period of inaction.

    Choose all that apply

    • None identified
    • Accident or dangerous occurrence
    • Significant change in conditions of use
    • Replacement of parts subject to thorough examination
    • Long period of inaction
  15. Address additional examination triggers

    Response required

    If an additional examination trigger is identified, record the examination arranged or required and its status. Do not treat the scheduled examination as sufficient without considering the trigger.

    Trigger, examination reference or status; or state that no trigger was identified

  16. Check replacement parts before use

    If new parts covered by LOLER were fitted, confirm that a thorough examination was carried out before the equipment was used.

    • Yes
    • No
    • Not applicable

    Notes

  17. Retain the records

    Confirm that the written thorough-examination report and records of defects, restrictions, corrective actions and additional examinations are retained with the school's equipment records.

    • Yes
    • No
    • Not applicable

    Notes

  18. Record the checklist outcome

    Response required

    Record the follow-up required, including any equipment or accessory that must remain unavailable for use pending examination, action or clarification.

    Outcome and follow-up actions

CalmCompliance · v1Template for adaptation

Template details

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

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