LOLER thorough-examination report management record

Enter the school's reference for this record.

Enter the name of the school maintaining this record.

Record the school site, building, room or other location where the equipment is normally located.

Describe the lifting equipment or accessory examined.

Record the unique identifier used to match the report to the equipment or accessory.

Select all categories that describe the item examined.

Record the name of the person or organisation that carried out the examination and issued the report.

Enter the reference or number shown on the written report.

Record when the school received the written report.

Record the examination date stated in the written report.

Record the next examination due date stated in the written report.

Transcribe or summarise the information required by LOLER Schedule 1 that appears in the written report. Do not omit any required information.

Record the report's findings and outcome, using the report's own wording where practical.

Select the status that matches the written report. If defects are identified, describe them in the next field.

If the report identifies defects that are or could potentially become a danger to people, describe each defect, the equipment affected and the report's stated urgency or recommended action. Enter “None stated” if the report identifies no such defects.

Complete this field if the report identifies a serious defect. Otherwise select “Not applicable—no serious defect identified”.

If applicable, record the date and time of notification, who made it, who received it and the information communicated. If not applicable, enter “Not applicable”.

If applicable, record when the written report was received and confirm how it relates to the verbal notification. Otherwise enter “Not applicable”.

Complete this field where a serious defect is identified and a copy is required to be sent to the relevant enforcing authority under the applicable arrangements.

If applicable, record the relevant enforcing authority, submission date, method, recipient or reference and the person responsible. Otherwise enter “Not applicable”.

Record actions required by the report or arising from defects, including the action owner, target date, equipment status or restrictions where stated, and completion or escalation details.

Select the current status of follow-up actions.

Enter the name or role of the person who reviewed this record.

Enter the date this record was reviewed.

Confirm that the written report, defect information, serious-defect communications where applicable, enforcing-authority submission information where applicable and follow-up actions have been recorded.

• Tick when complete