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
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.
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
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
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
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
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.
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
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
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
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
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
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
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
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
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
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
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
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
