LOLER examiner competence and independence record
- Version
- v1
- Updated
- 7 October 2026
- Reviewed
- 7 October 2026
- Audience
- Primary and secondary schools in England, including maintained schools and academies, where the school arranges or relies on LOLER thorough examinations.
- Jurisdiction
- england
Blank fields · read-only preview
Use this record where the school arranges or relies on LOLER thorough examinations of lifting equipment or accessories. Complete it for the competent person or organisation responsible for the examination decision, using evidence available to the school.
School and examination details
School name
RequiredEnter the name of the school for which this record is being completed.
School name
School or site reference
Enter an internal reference or site identifier, if used.
Reference
Date this record was completed
RequiredEnter the date on which this competence and independence record was completed.
- Day
- Month
- Year
Equipment or accessories covered
RequiredSelect all categories covered by the person's claimed knowledge and experience.
Choose all that apply
- Lifting equipment
- Lifting accessories
- School-specific or specialist equipment
- Other equipment or accessories
- Other
If other, please specify
Describe the equipment and accessories within scope
RequiredList relevant equipment types, models, locations or other details needed to define the scope of the examination competence.
Equipment, accessories, models or locations
Competent person details
Name of the competent person
RequiredEnter the person whose competence and independence are being recorded.
Full name
Role or professional position
RequiredState the person's role or position in the school, employer organisation or external examination provider.
Role or position
Employing or contracting organisation
RequiredEnter the organisation through which the person is providing or undertaking the examination.
Organisation name
Practical and theoretical knowledge and experience
Evidence supporting competence
RequiredDescribe the person's relevant practical knowledge, theoretical knowledge and experience for the equipment within scope. Refer to training, qualifications, examination experience, technical knowledge and experience identifying defects or weaknesses where relevant. Do not rely on a title alone.
Describe the evidence of competence
Years of relevant examination experience
RequiredEnter the number of years of relevant thorough-examination experience claimed for the equipment within scope. If unknown, enter 0 and explain in the evidence field.
Number
Minimum: 0 · Maximum: 100
Ability to detect and assess defects or weaknesses
RequiredExplain how the evidence demonstrates the ability to detect defects or weaknesses and assess their effect on continued safe use.
Describe relevant methods, experience or evidence
Authority, independence and impartiality
Authority to make examination decisions
RequiredDescribe the person's authority to make objective examination decisions and to communicate recommendations without fear or favour.
Describe authority and reporting arrangements
Relationship to routine servicing or maintenance
RequiredSelect the option that describes the person's relationship to routine servicing or maintenance of the equipment within scope.
Choose one
- Does not perform routine servicing or maintenance
- Works for the same organisation but has a separate role
- Performs routine servicing or maintenance
- Relationship is unclear or requires further review
Separation from routine servicing or maintenance
RequiredExplain how the examination role is separated from routine servicing or maintenance responsibilities. If the person performs routine servicing or maintenance, explain the conflict and what alternative examination arrangement will be considered before relying on the examination.
Explain separation, safeguards or alternative arrangements
Other conflicts or pressures affecting impartiality
RequiredRecord any financial, contractual, reporting, personal or other relationship that could affect objective decision-making, or state that none is known.
Conflicts, safeguards or none known
Impartiality assessment
RequiredSelect the current assessment based on the evidence recorded above. This is a record of the school's assessment, not a conclusion that the arrangement has been completed or adopted.
Choose one
- Evidence indicates sufficient independence and impartiality
- Independence or impartiality requires specified safeguards
- Evidence does not indicate sufficient independence or impartiality
- Insufficient information to assess
Recommendations, safeguards or further actions
RequiredRecord any recommendation, restriction, additional evidence needed, separation measure or alternative competent person arrangement arising from this assessment.
Actions and follow-up
Planned review date
RequiredEnter the date by which the school plans to review this record or when relevant circumstances change.
- Day
- Month
- Year
Person responsible for maintaining this record
RequiredEnter the name and role of the person responsible for keeping this record current.
Name and role
Evidence reviewed
RequiredList the documents, records or discussions reviewed, without attaching files.
Evidence reviewed
Record accuracy confirmation
RequiredConfirm that the information entered is an accurate record of the evidence considered at the date of completion.
- Tick when complete
