Forms

LOLER examiner competence and independence record

Record the practical and theoretical knowledge, experience, authority, independence and impartiality of the person undertaking or relied upon for LOLER thorough examinations of lifting equipment or accessories.

Form
CalmComplianceForm template

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

Required

Enter 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

Required

Enter the date on which this competence and independence record was completed.

Day
Month
Year

Equipment or accessories covered

Required

Select 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

Required

List 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

Required

Enter the person whose competence and independence are being recorded.

Full name

Role or professional position

Required

State the person's role or position in the school, employer organisation or external examination provider.

Role or position

Employing or contracting organisation

Required

Enter the organisation through which the person is providing or undertaking the examination.

Organisation name

Practical and theoretical knowledge and experience

Evidence supporting competence

Required

Describe 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

Required

Enter 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

Required

Explain 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

Required

Describe 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

Required

Select 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

Required

Explain 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

Required

Record 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

Required

Select 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

Required

Record any recommendation, restriction, additional evidence needed, separation measure or alternative competent person arrangement arising from this assessment.

Actions and follow-up

Planned review date

Required

Enter 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

Required

Enter the name and role of the person responsible for keeping this record current.

Name and role

Evidence reviewed

Required

List the documents, records or discussions reviewed, without attaching files.

Evidence reviewed

Record accuracy confirmation

Required

Confirm that the information entered is an accurate record of the evidence considered at the date of completion.

  • Tick when complete
CalmCompliance · v1Template for adaptation

Template details

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

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