Forms

LOLER Thorough Examination and Defect Record

Record the identity of lifting equipment, the date and outcome of a thorough examination, identified defects, immediate restrictions, notifications, and remedial-action status where the school uses or controls lifting equipment subject to thorough examination.

Form
CalmComplianceForm template

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

Required

Enter 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

Required

Describe the equipment, such as a hoist, lift, lifting table, goods lift, or other lifting equipment.

Equipment type

Equipment identifier

Required

Enter the asset number, serial number, location identifier, or another unique identifier.

Asset or serial number

Equipment location

Required

State the building, room, area, or other location where the equipment is installed or used.

Building or area

Person or organisation responsible for the equipment

Required

Enter the person, school, trust, contractor, or other organisation responsible for the equipment.

Responsible person or organisation

Date of thorough examination

Required

Enter the date on which the thorough examination took place.

Day
Month
Year

Examiner name or organisation

Required

Enter 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

Required

Select 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

Required

Select 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

Required

Select 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

Required

State where the examination record and any associated defect or notification records are retained.

Document management system, register, or physical location

Record completed by

Required

Enter the name and role of the person completing this record.

Name and role

Record completion date

Required

Enter the date this record was completed or updated.

Day
Month
Year

Record reviewed for completeness

Required

Confirm that the examination outcome, defects, restrictions, notifications, remedial-action status, and storage location have been checked where applicable.

  • Tick when complete
CalmCompliance · v2Template for adaptation

Template details

Type
Form
Version
v2
Updated
7 October 2026

Get this template

Free, editable Word document. We’ll email you a download link. No Calm account needed.

Edit in Word or Google Docs.

We record your email and the template you request. Read our privacy policy.