Checklists

MEWP operator competence and familiarisation training

Record checks of recognised MEWP category training, training card or licence expiry dates, and familiarisation with the controls and operation of each specific make and model used or arranged for use at the school.

Checklist
CalmComplianceChecklist template

MEWP operator competence and familiarisation training

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, where operators use or are arranged to use MEWPs.
Jurisdiction
england

11 checklist steps

Blank response areas · preview only

  1. Confirm applicability

    Use this checklist only where an operator uses, or is arranged to use, a MEWP at the school. If no operator uses or is arranged to use a MEWP, record that this checklist is not applicable.

  2. Identify the operator

    Response required

    Record the name of the operator covered by this check.

    Operator name

  3. Identify the MEWP

    Response required

    Record the make, model and any available fleet or asset identifier for the MEWP concerned.

    Make, model and asset identifier

  4. Check recognised operator training

    Review the operator's training evidence and record whether the operator has completed a recognised operator training course for the relevant MEWP category or categories.

    Choose one

    • Confirmed
    • Not confirmed
    • Evidence not available
  5. Record trained MEWP categories

    Response required

    Record the MEWP category or categories listed on the operator's certificate, card or licence, and compare them with the relevant MEWP category.

    Categories shown on training evidence

  6. Record training evidence

    Response required

    Record the certificate, card or licence reference, or identify the evidence reviewed.

    Certificate, card or licence reference

  7. Check training expiry date

    Response required

    Check the expiry date shown on the operator's training card or licence and record the date as displayed. Do not treat the training evidence as current where the expiry date cannot be verified.

    Expiry date as shown on the card or licence

  8. Record expiry-date check result

    Record the result of checking the expiry date on the training card or licence.

    Choose one

    • Expiry date verified
    • Expiry date not verified
    • No expiry date shown
  9. Check specific-machine familiarisation

    Confirm whether familiarisation training has been provided for the controls and operation of the specific make and model of MEWP identified in this checklist.

    Choose one

    • Confirmed
    • Not confirmed
    • Evidence not available
  10. Record familiarisation evidence

    Response required

    Record the familiarisation training record, instructor or provider, and date or other identifying details available for the specific make and model.

    Familiarisation evidence and identifying details

  11. Record follow-up actions

    Record any action required where recognised category training, expiry-date verification or specific-machine familiarisation has not been confirmed.

    Follow-up action or none recorded

CalmCompliance · v1Template for adaptation

Template details

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

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