Lifting equipment examination and defect record
- Version
- v1
- Updated
- 7 October 2026
- Reviewed
- 7 October 2026
- Audience
- Primary and secondary schools in England, including maintained schools and academies, that use or control lifting equipment subject to thorough examination.
- Jurisdiction
- england
Blank fields · read-only preview
Complete this record when the school uses or controls lifting equipment subject to thorough examination and records or communicates examination findings or defects. This record does not replace physical inspection, servicing, maintenance, or the thorough examination itself.
Record details
School name
RequiredEnter the name of the school responsible for this record.
Written response
Site or premises location
RequiredEnter the site, building, or premises where the equipment is used or controlled.
Written response
Record reference
RequiredEnter the school's internal reference for this examination or defect record.
Written response
Equipment identity
Equipment description and type
RequiredDescribe the lifting equipment, including its type and intended use.
Written response
Equipment identification number, serial number, or asset reference
RequiredEnter the identifier that uniquely links this record to the equipment.
Written response
Normal equipment location
RequiredState where the equipment is normally kept or used.
Written response
Equipment ownership or control arrangement
RequiredSelect the arrangement that applies to this equipment.
Choose one
- Owned or controlled by the school
- Hired by the school
- Leased by the school
- Other arrangement controlled by the school
- Other
If other, please specify
Person responsible for the equipment
RequiredEnter the name and role of the person responsible for the equipment at the school.
Written response
Owner, hirer, or lessor contact
Where the equipment is hired or leased, enter the relevant organisation or person's name and contact details. Otherwise enter the owner or other responsible contact where applicable.
Written response
Thorough examination
Examiner or examining organisation
RequiredEnter the name of the person or organisation that carried out the thorough examination.
Written response
Thorough-examination report reference
RequiredEnter the report number or other reference that identifies the examination report.
Written response
Date of thorough examination
RequiredEnter the date on which the thorough examination was completed.
- Day
- Month
- Year
Examination outcome
RequiredSelect the outcome recorded by the examiner.
Choose all that apply
- No defect recorded
- Defect recorded
- Equipment reported as not fit for use
- Further action advised by examiner
- Other
If other, please specify
Next examination date or examination interval stated in the report
Enter the next date or interval specified by the competent person or examining organisation, if one is stated.
Written response
Summary of examination findings
RequiredSummarise the relevant findings from the thorough-examination report.
Written response
Defects and immediate controls
Defect details
RequiredIf a defect was identified, describe the defect, affected component, apparent risk, and any relevant information from the examination report. If no defect was identified, state that no defect was recorded.
Written response
Equipment use status following the examination
RequiredRecord the current status decided by the school or responsible person.
Choose all that apply
- Available for use
- Use restricted pending action
- Withdrawn from use
- Isolated or secured pending action
- Returned to hirer or lessor
- Other
If other, please specify
Immediate or planned control actions
RequiredDescribe actions taken or planned in response to any defect, including who is responsible and any target date.
Written response
Defect notifications and reports
Notifications or reports made
RequiredSelect each recipient to whom a defect was reported, where applicable. If no defect was identified, select that no defect notification was required.
Choose all that apply
- No defect notification required because no defect was identified
- Person using or responsible for the equipment
- Equipment owner
- Person or organisation from whom the equipment was hired or leased
- Relevant enforcing authority
- Other recipient
- Other
If other, please specify
Notification or report details
RequiredWhere a defect was identified, record the recipient, date, method, contact details or reference, and the substance of the notification. For reports to an enforcing authority, record the authority contacted and the report reference if available.
Written response
Date notification or report was made
Enter the date on which the relevant notification or report was made. If multiple notifications were made on different dates, record all dates in the notification details field.
- Day
- Month
- Year
Relevant enforcing authority
If a defect was reported to an enforcing authority, identify the authority. For most non-industrial workplaces this is the local authority; confirm the appropriate authority for the workplace circumstances.
Written response
Record completion confirmation
RequiredConfirm that the examination findings and any applicable defect notifications or reports have been entered in this record.
- Tick when complete
Completed by
RequiredEnter the name and role of the person completing this record.
Written response
Date this record was completed
RequiredEnter the date on which this record entry was completed.
- Day
- Month
- Year