LOLER Thorough Examination and Defect Record
- Version
- v2
- Updated
- 7 October 2026
- Audience
- Maintained and academy primary and secondary schools in England, excluding independent schools; completed by the person responsible for the lifting equipment or the school's appointed competent person.
- Jurisdiction
- england
Blank fields · read-only preview
Applicability and examination details
Complete this record where the school uses or controls lifting equipment subject to a LOLER thorough examination and needs to retain examination or defect records. This record does not replace physical inspection, servicing, maintenance, or safe lifting arrangements.
School name
RequiredEnter the name of the maintained or academy school.
School name
School or site reference
Enter an internal reference if the school uses one.
Internal reference
Type of lifting equipment
RequiredDescribe the equipment, such as a hoist, lift, lifting table, goods lift, or other lifting equipment.
Equipment type
Equipment identifier
RequiredEnter the asset number, serial number, location identifier, or another unique identifier.
Asset or serial number
Equipment location
RequiredState the building, room, area, or other location where the equipment is installed or used.
Building or area
Person or organisation responsible for the equipment
RequiredEnter the person, school, trust, contractor, or other organisation responsible for the equipment.
Responsible person or organisation
Date of thorough examination
RequiredEnter the date on which the thorough examination took place.
- Day
- Month
- Year
Examiner name or organisation
RequiredEnter the name of the person or organisation that carried out the thorough examination.
Examiner or organisation
Examination report reference
Enter the reference shown on the examination report or certificate.
Report reference
Safe working load or rated capacity
Enter the rated capacity and unit if recorded on the equipment or examination report.
For example, 500 kg
Examination outcome
RequiredSelect the outcome recorded by the examiner.
Choose up to 2
- No defects recorded
- Defects identified
- Use restricted pending action
- Withdrawn from use
- Examination not completed
Defects and immediate restrictions
Identified defects or reasons the examination was not completed
Complete this field if defects were identified or the examination could not be completed. Include the affected component, defect description, and any relevant examiner recommendation.
Describe the defect or reason for non-completion
Immediate restrictions or controls applied
Record any isolation, prohibition, reduced load, restricted access, supervision, warning, or other immediate control applied after the examination.
Describe restrictions or controls
Equipment status after examination
RequiredSelect all statuses that apply at the time this record is completed.
Choose up to 3
- Available for use
- Restricted use
- Isolated
- Withdrawn from use
- Awaiting repair or other remedial action
Defect notifications
Defect notification recipients or notification status
If a defect was identified, record the person using the equipment, the person responsible for it, any person from whom it was hired or leased, and the relevant enforcing authority where required. If a category does not apply, select the applicable status.
Choose up to 7
- Person using the equipment notified
- Person responsible for the equipment notified
- Person from whom the equipment was hired or leased notified
- Relevant enforcing authority: local authority
- Relevant enforcing authority: HSE
- Notification not required or not applicable
- Notification pending
Dates of notifications
Record the date of each notification made, or explain in the notes if a notification is pending or not applicable.
Recipient and notification date
Notification details and contacts
Record names, roles, organisations, contact details, method of notification, and any reference number.
Notification details
Remedial action and record retention
Remedial-action status
RequiredSelect the current status of action arising from the examination.
Choose up to 2
- No remedial action recorded as required
- Action identified and not started
- Action in progress
- Action completed
- Completion verified
- Awaiting action by an external party
Remedial-action details
Describe the action required or taken, responsible person or organisation, target date, completion date, and any verification.
Remedial-action details
Next examination or review date
Enter the next date specified by the examiner or the school's arrangements, where known.
- Day
- Month
- Year
Record storage location
RequiredState where the examination record and any associated defect or notification records are retained.
Document management system, register, or physical location
Record completed by
RequiredEnter the name and role of the person completing this record.
Name and role
Record completion date
RequiredEnter the date this record was completed or updated.
- Day
- Month
- Year
Record reviewed for completeness
RequiredConfirm that the examination outcome, defects, restrictions, notifications, remedial-action status, and storage location have been checked where applicable.
- Tick when complete
