Forms

New work equipment conformity check

Record the checks completed before new machinery or other work equipment is provided for use at work, including conformity marking, manufacturer details, Declaration of Conformity, English instructions and obvious defects, together with any corrective action.

Form
CalmComplianceForm template

New work equipment conformity check

Version
v1
Updated
7 October 2026
Reviewed
7 October 2026
Audience
Staff responsible for receiving, commissioning or approving new work equipment in maintained and academy schools in England.
Jurisdiction
england

Blank fields · read-only preview

Complete this record when the school provides new machinery or other work equipment within the scope of relevant product-supply requirements. Do not provide the equipment for use until any identified issue has been assessed and appropriately addressed.

Equipment details

Equipment name or description

Required

State what the equipment is and, where relevant, its intended use.

Enter equipment name or description

Manufacturer name

Required

Record the manufacturer shown on the equipment or its documentation.

Enter manufacturer name

Model, type or product reference

Required

Record the model, type designation or other product reference.

Enter model or product reference

Serial number or unique equipment identifier

Required

Record the serial number or another unique identifier. If none is available, state that in the field.

Enter identifier

Quantity received

Required

Enter the number of identical items covered by this record.

Number

Minimum: 1 · Maximum: 100000

Date received

Required

Enter the date the equipment was received by the school.

Day
Month
Year

Supplier or source

Required

Record the supplier or other source from which the equipment was obtained.

Enter supplier or source

Conformity and condition checks

Appropriate conformity marking present and legible

Required

Select the outcome of checking whether the equipment has appropriate conformity marking for the applicable product-supply requirements.

Choose one

  • Yes
  • No
  • Not applicable
  • Not checked

Manufacturer details present and legible

Required

Select the outcome of checking whether the manufacturer's details are labelled on the equipment or accompanying documentation.

Choose one

  • Yes
  • No
  • Not applicable
  • Not checked

Declaration of Conformity supplied

Required

Select the outcome of checking whether a Declaration of Conformity was supplied and can be identified with this equipment.

Choose one

  • Yes
  • No
  • Not applicable
  • Not checked

Instructions supplied in English

Required

Select the outcome of checking whether instructions for use are supplied in English.

Choose one

  • Yes
  • No
  • Not applicable
  • Not checked

Equipment free from obvious defects

Required

Inspect the equipment for obvious defects or damage and select the outcome.

Choose one

  • Yes
  • No
  • Not applicable
  • Not checked

Additional checks or observations

Record any other relevant receiving or commissioning checks, observations or limitations. Do not use this field instead of recording the outcomes above.

Enter additional checks or observations

Issues and corrective action

Issues identified

Required

Describe any missing information, documentation gaps, defects, damage or other concern. Enter “None identified” if no issue was found.

Describe issues or enter None identified

Corrective action required

Required

Select whether corrective action is required before the equipment is provided for use.

Choose one

  • Yes
  • No
  • To be confirmed

Corrective action and responsible person

Required

If corrective action is required or planned, record what must be done, who is responsible and the target completion date. If none is required, enter “None required”.

Record action, responsible person and target date

Corrective action review date

Complete this field if follow-up is required. Leave blank if no follow-up is needed.

Day
Month
Year

Decision about provision for use

Required

Record the current decision based on the checks and any corrective action.

Choose one

  • May be provided for use
  • Hold pending corrective action or further checks
  • Do not provide; return, replace or otherwise dispose of through the appropriate process

Review record

Completed by

Required

Enter the name of the person who completed this record.

Enter name

Role or department

Required

Enter the reviewer's role or department.

Enter role or department

Date completed

Required

Enter the date this record was completed.

Day
Month
Year

Record or purchase reference

Enter a purchase order, asset reference or other record identifier if available.

Enter reference

CalmCompliance · v1Template for adaptation

Template details

Type
Form
Version
v1
Updated
7 October 2026
Reviewed
7 October 2026

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