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, when arranging or commissioning a LOLER thorough examination of lifting equipment or accessories.
- Jurisdiction
- england
Blank fields · read-only preview
When to complete this record
Complete this record whenever the school arranges or commissions a LOLER thorough examination of lifting equipment or accessories. Record the information for the person carrying out that examination, whether they are employed by the school or engaged from an external organisation.
Examination and equipment details
Equipment or accessory examined
RequiredDescribe the lifting equipment or accessory sufficiently to identify it, including its type, location and any school asset or identification number.
Enter equipment type, location and identification details
Equipment identification number or reference
Enter the equipment, asset, serial or other identification reference, if available.
Enter identification reference
Date of thorough examination
RequiredEnter the date on which the thorough examination was carried out.
- Day
- Month
- Year
Name of person carrying out the thorough examination
RequiredEnter the examiner's full name.
Enter full name
Examiner's employer or organisation
RequiredEnter the organisation employing or engaging the examiner. If the examiner is an employee of the school, state the school or employing body.
Enter employer or organisation
Examiner's relationship to the school
RequiredSelect the relationship applicable to the person carrying out the examination.
Choose one
- School employee
- External organisation
- Self-employed examiner
Competence
Evidence of appropriate practical knowledge and experience
RequiredDescribe the examiner's relevant practical knowledge and experience of the type of lifting equipment or accessories being examined, including how it enables them to detect defects or weaknesses.
Describe relevant practical knowledge and experience
Evidence of appropriate theoretical knowledge
RequiredDescribe the examiner's relevant theoretical knowledge relating to the equipment and the thorough examination being undertaken.
Describe relevant theoretical knowledge
Competence evidence reviewed
RequiredSelect all evidence reviewed to support the assessment of the examiner's competence.
Choose all that apply
- Relevant qualifications or technical training
- Relevant work experience or examination record
- Employer or engaging organisation confirmation
- Evidence specific to the equipment type
- Other documented evidence
Details of competence evidence
RequiredRecord the details of the evidence reviewed, including document references, relevant experience or other information supporting the competence assessment.
Record evidence details and references
Independence and impartiality
Does the examiner undertake routine maintenance of the same equipment?
RequiredSelect the answer that reflects the examiner's role in relation to the equipment being examined.
Choose one
- No
- Yes
- Not established
Routine maintenance and potential conflict details
RequiredExplain the examiner's involvement, if any, in routine maintenance of the same equipment and record how any identified conflict or lack of independence is being addressed.
Describe maintenance involvement and any conflict or mitigation
Basis for considering the examiner sufficiently independent and impartial
RequiredRecord the basis for the assessment, including relevant reporting arrangements, separation from maintenance responsibilities and any other factors considered.
Record the basis for the independence and impartiality assessment
The examiner's independence and impartiality have been considered for this examination
RequiredConfirm that the assessment has been completed and recorded. Do not select this if the assessment has not been made.
- Tick when complete
Decision for this examination
RequiredRecord the decision based on the competence, independence and impartiality information documented in this form.
Choose one
- Appoint or retain this examiner for the examination
- Do not appoint or retain this examiner
- Obtain further information before deciding
Additional notes
Record any other information relevant to the examiner's competence, independence, impartiality or appointment.
Enter additional notes
Record completed by
RequiredEnter the name and role of the person completing this record.
Enter name and role
Date this record was completed
RequiredEnter the date on which this record was completed.
- Day
- Month
- Year