Policies

LOLER Lifting Equipment Management Guidance

Provide the school's arrangements for identifying lifting equipment, planning safe lifting operations, arranging thorough examinations and examination schemes, responding to defects, managing relevant notifications and maintaining records where the school controls, plans or uses lifting equipment.

Guidance Template
CalmComplianceGuidance Template

LOLER Lifting Equipment Management Guidance

Version
v2
Updated
7 October 2026

Fields in brackets are completed when you adapt this template.

This guidance applies conditionally where the school controls, plans or uses lifting equipment in the workplace. It is intended for dutyholders and people responsible for controlling lifting equipment, planning lifting operations or using lifting equipment.

Responsibilities and scope

The person responsible for the school's lifting-equipment arrangements is [lifting equipment responsible role]. The arrangements must reflect the school's actual equipment, responsibilities and examination records.

The school should identify the lifting equipment that it controls, plans or uses and maintain an equipment inventory at [lifting equipment inventory location].

Planning and safe use

Lifting operations must be planned and carried out with appropriate attention to safe lifting practices. Anyone involved in planning lifting operations or using lifting equipment should follow the school's arrangements and any applicable examination requirements.

Thorough examination and examination schemes

For equipment subject to LOLER, the school should arrange thorough examination and maintain any relevant examination scheme. Examination reports and related records should be retained at [examination record location].

The responsible role should use examination findings to determine and record the action required, including action in response to any identified defect.

Defects and notifications

When a defect is identified, the school should record the finding, arrange the appropriate response and escalate the matter to [defect escalation role].

Where equipment is owned or provided by another organisation, the school's arrangements should identify how relevant defects and examination findings are notified to [equipment owner or lessor contact role].

Where reporting to the relevant enforcing authority is required, the school's arrangements should identify the responsible role, [enforcing authority reporting role], and the records to be retained.

Records

The school should keep records that identify the equipment, the people responsible for lifting operations or equipment use, examination arrangements, examination findings, actions taken and relevant notifications.

Sources

  1. <strong>Lifting equipment at work</strong> - HSEHealth and Safety Executive (HSE)
CalmCompliance · v2Template for adaptation

Template details

Type
Guidance Template
Version
v2
Updated
7 October 2026
Sections
16 sections
  • <strong>Lifting equipment at work</strong> - HSE

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