New Machinery Conformity and Pre-Use Check
- Version
- v2
- Updated
- 7 October 2026
- Audience
- Primary and secondary schools in England, including maintained schools and academies; not independent schools.
- Jurisdiction
- england
Blank fields · read-only preview
Complete this form when the school receives, installs, or commissions new machinery or other work equipment before it is put into use.
Equipment and review details
Equipment or machinery name
RequiredEnter the name used by the school, supplier, or manufacturer.
For example, bench saw or commercial mixer
Model, type, or serial number
RequiredRecord the identifying reference shown on the equipment or its documentation.
Enter model, type, or serial number
Manufacturer or supplier name and address
RequiredRecord the manufacturer or supplier details provided with the equipment.
Enter name and postal address
Intended location
RequiredState where the equipment will be installed or used.
For example, design technology workshop
Date of check
RequiredEnter the date on which this pre-use check is completed.
- Day
- Month
- Year
Person completing the check
RequiredEnter the name of the person carrying out this review.
Enter full name
Conformity and instructions
A relevant Declaration of Conformity has been received and checked
RequiredConfirm this only if the relevant Declaration of Conformity is available and covers the equipment as supplied.
- Tick when complete
English user instructions covering use and maintenance have been received and checked
RequiredConfirm this only if suitable English instructions are available for the equipment.
- Tick when complete
Document references or storage location
RequiredRecord reference numbers and where the Declaration of Conformity and instructions are stored.
Enter document references or storage location
Intended use and condition
Intended use and maintenance arrangements
RequiredDescribe how the school will use, maintain, and supervise the equipment, including who is expected to use it.
Describe the intended use, users, supervision, and maintenance
An intended-use risk assessment has been completed or is available for review
RequiredConsider risks arising from how the equipment will be used and maintained.
- Tick when complete
Risk assessment reference or required follow-up
RequiredIf a risk assessment is available, record its reference. If it is not available, describe the action required before use.
Enter reference or follow-up action
Visible condition findings
RequiredRecord any obvious defects, missing guards, damage, or other condition concerns. If none are identified, enter “None identified”.
Record defects, missing guards, damage, or other findings
Condition checks requiring attention
RequiredSelect all findings that apply based on the visual check and intended use.
Choose all that apply
- No obvious defects identified
- Obvious defect identified
- Guard missing or incomplete
- Damage or deterioration identified
- Other condition concern identified
- Other
If other, please specify
Decision and actions
Outcome of this check
RequiredSelect the outcome that reflects the evidence recorded above.
Choose one
- Accepted for use
- Rejected pending corrective action or further information
- Escalated for competent review before a decision
Actions required before use or to close the review
RequiredRecord actions such as obtaining documents, correcting defects, replacing guards, updating the risk assessment, or arranging further review. If no action is required, enter “None”.
Record required actions, owners, and timescales
Person responsible for follow-up
RequiredRecord the person responsible for completing or coordinating any required action.
Enter name or role
Follow-up date
RequiredEnter the date by which outstanding actions should be reviewed. Use the date of this check if no follow-up is required.
- Day
- Month
- Year
Additional notes
Record any further information relevant to the decision.
Enter additional notes