Checklists templates

Check that an accessible first-aid box is always available in the early years setting and contains materials appropriate for use with children.

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Check an external educational-activity provider's safety arrangements, insurance, legal compliance, policies, risk assessments, controls, vehicles, competence, safeguarding, accommodation, subcontracting, licensing and written allocation of responsibilities.

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Check the availability and suitability of accommodation for medical examination and treatment, short-term care of sick or injured pupils, and first-aid provision where identified by the first-aid needs assessment.

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Inspect each applicable first-aid container, identify missing, used or expired items, and record restocking and safe disposal actions.

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Monitor implemented legionella precautions, record findings and adverse results, track corrective actions, and support management oversight for school water systems where the school is an employer, controls premises, or has health and safety responsibilities for others.

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Record daily visual checks, operator defect reports, actions to rectify reported problems, and decisions to remove a MEWP from service where a defect is safety critical. This checklist is conditionally applicable where a school owns, hires, manages, or arranges the use of a MEWP.

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Ordinary Classroom Health and Safety Checklist

Optional identification of health and safety concerns in ordinary classroom settings, with recording of concerns, owners and actions. Use only for maintained and academy primary and secondary schools in England that choose to use it; exclude specialist classrooms, laboratories, art, IT, design and technology, drama and sports facilities.

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Record the condition, operation, performance observations, defects, corrective actions and escalation arising from a bi-annual check of school air-conditioning systems, alongside the applicable maintenance and statutory inspection arrangements.

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Record a condition check of each air-conditioning system, identify defects, and assign corrective action separately from the longer-term energy-assessor inspection.

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Record inspections of asbestos-containing or presumed asbestos-containing materials where they remain in school buildings, including location, condition, damage or deterioration, immediate controls, escalation and follow-up actions. Inspection frequency is to be set by the school's management arrangements and the material risks.

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Review asbestos precautions and management arrangements, record the status of available asbestos information, responsibilities, controls and deficiencies, and document actions, owners, target dates and closure evidence.

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Record a case-specific check of school and local-authority moves within the previous three years, enquiries about penalty notices for the parent and pupil, responses or unavailable-information records, and the resulting escalation decision.

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Daily operational assurance activity for monitoring the attendance register, responding to unexpected or poor attendance, preparing or making relevant attendance returns, and escalating emerging children-missing-education concerns for case handling.

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Daily operational assurance that morning and afternoon attendance has been recorded, absence coding and applicable part-time timetable entries have been checked, unexpected absence has been identified, and required information or follow-up has been progressed.

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Check that an accessible early years first-aid box is available and contains equipment appropriate for use with children in the school's early years provision.

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Support the school’s participation in each Education Supervision Order review meeting by recording review attendance, contributions, current actions and directions, amendments, unresolved barriers and follow-up ownership. Use only where an Education Supervision Order is in force and the school is required to participate; this checklist does not replace professional or legal decisions.

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Operationally verify that the visit classification, planning, risk assessment, approvals, consent, provider checks, activity controls, emergency communications and leader briefing are addressed before departure.

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Record the monthly emergency-lighting flash test, identify failed fittings or controls, and assign corrective action before the system is relied upon for escape lighting.

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Support a proportionate operational inspection of school premises, plant, access routes, workplace fabric and external areas, with recording of hazards, responsible persons, immediate controls, remedial actions and close-out evidence.

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Record the weekly fire detection and alarm test, identify the manual call point used, rotate the selected call point where multiple call points exist, and record and escalate defects.

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Check first-aid containers and other provision identified by the school's first-aid needs assessment for quantity, accessibility, labelling, marking, stock condition, expiry, restocking and safe disposal.

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Use this checklist for each first-aid box or other first-aid container provided by the school. It applies where the school provides first-aid boxes or other first-aid equipment; contents and locations should be checked against the current first-aid needs assessment.

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Check first-aid boxes and supplies for accessibility, suitability, stock levels, expiry, fitness for purpose, medicines, replenishment and disposal, with contents based on the school's first-aid needs assessment.

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Check first-aid boxes, supplies, expiry dates, signage, eye-irrigation provision where applicable, and first-aid-room arrangements against the school's first-aid-needs assessment.

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Check first-aid facilities, boxes, kits and supplies against the school's first-aid needs assessment, including accessibility, suitability, contents, expiry dates, undated-item fitness, medicines restrictions, replenishment, disposal and any additional equipment identified as necessary.

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Check first-aid rooms and associated facilities for suitability, accessibility, clear identification, supervision arrangements and readiness, including sterile eye-irrigation supplies where mains tap water is not readily available.

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Operationally check the suitability and readiness of a first-aid room where the school's first-aid needs assessment identifies that one is required.

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Before hired lifting equipment or accessories are used, record the equipment identity, hire details, current thorough-examination report, restrictions or defects, responsible checker and decision to accept or reject the equipment. Use this checklist conditionally when the school hires lifting equipment or accessories.

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Review late-arrival records to identify patterns, check whether explanations have been sought from parents, record proportionate responses, and assign follow-up actions.

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Record the identity and condition of a lifting accessory, the competent person's thorough examination, findings, defects, restrictions, remedial actions, examination basis and next due date.

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Check that applicable lifting equipment and accessories are identified, within safe working limits, appropriately marked, certified and not overdue for examination; record examination reports, declarations of conformity, test certificates, defects and removal-from-use decisions.

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Record the presence and identification of lifting equipment, its condition, examination or inspection scope, competent person, findings, defects, restrictions, corrective actions and next steps.

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Operational checklist for examining lifting equipment identification and markings, positioning, installation condition, visible defects and inspection status, with actions for missing, illegible or incorrect markings and unsafe equipment. Use only where lifting equipment is present and adapt the checks to the equipment and competent-person arrangements.

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Operational pre-use and examination-status checks for lifting equipment and accessories used for school work. Adapt the checklist to the equipment and do not use it as a substitute for a competent person’s thorough examination.

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Record operational checks of lifting equipment and accessories before use. Adapt the checks to the equipment and do not use this checklist as a replacement for a LOLER thorough examination.

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Check that lifting machinery and lifting accessories used or controlled by the school are clearly marked or otherwise provided with safe working load information, including configuration-specific capacities where applicable, and record missing, illegible or corrected markings.

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Record the identity of equipment used to lift loads, the competent-person thorough examination, report availability, findings, defects, restrictions, remedial actions and next due date, including additional examination triggers.

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Record the identity of equipment used to lift people, the competent-person thorough examination, report availability, findings, defects, restrictions, remedial actions and next due date. Use this checklist conditionally where such equipment is used and no written examination scheme specifies different intervals.

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Schedule and assurance checklist for arranging and recording thorough examinations of equipment used to lift loads, including competent-person reports, next-due dates, defect actions and additional examination triggers.

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Schedule and assurance checklist for arranging and recording LOLER thorough examinations of equipment used to lift people and lifting accessories, including competent-person reports, next-due dates, defect actions and additional examination triggers.

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Inspect medical and first-aid accommodation for suitability, availability, washbasin provision, proximity to a toilet, appropriateness for examination and short-term care, and whether the room is used for teaching.

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To support daily visual and pre-use checks for a MEWP operating on school grounds, construction areas, temporary works areas or other surfaces under the school's control. Adapt the checklist to the particular equipment, manufacturer's instructions and site conditions.

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Complete before new machinery or relevant work equipment is put into use in a maintained or academy primary or secondary school in England, where the equipment is acquired, installed, assembled or commissioned for use in Great Britain.

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Record pre-use acceptance checks for newly acquired or installed machinery and other work equipment in maintained and academy primary or secondary schools in England.

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Record inspection of pallets, skips, ladles and similar items used as non-permanent loads, including condition, defects, withdrawal from use and whether the item is safe to lift. Apply this record where such items are carried as loads rather than permanently attached lifting equipment.

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Inspect and record the condition, suitability, defects, withdrawal and maintenance actions for pallets, skips, ladles and similar items that are carried as loads rather than permanently attached lifting equipment.

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Proportionate operational assurance of an online-safety education or whole-school programme in maintained and academy primary and secondary schools in England.

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Optional governance and assurance review for maintained and academy primary and secondary schools in England. Use the checklist to structure discussion of online-safety provision, record evidence, and assign follow-up actions. Adapt it to the school's arrangements; it does not create a separate legal requirement.

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Operationally monitor persistent and severe absence patterns, affected pupils and cohorts, common barriers, targeted-support decisions, relevant trust or federation comparisons, and escalation of emerging attendance concerns.

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Record regular inspections of physical-education, sports and playground equipment, including condition, defects, restrictions, removal from use and repair or replacement actions.

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Inspect school corridors, stairs, passageways, external paths and applicable safety-critical glazing; record condition issues, obstructions, markings, protection, ownership, immediate controls and close-out evidence.

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Support proportionate inspections of premises-related hazards by recording the inspection scope, responsible persons, findings, remedial actions and close-out.

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Support a risk-based inspection of trees on school premises or within areas for which the school has responsibility, including recording condition, location, hazards, arboricultural advice and actions.

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Check the first-aid box in an applicable school minibus or larger passenger vehicle for clear marking, ready availability, good condition and the specified contents.

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Check each applicable minibus or larger passenger vehicle for a clearly marked, readily available first-aid box in good condition and containing the specified items.

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Record the weekly operational fire-alarm test, including the manual call point selected, test result, faults, immediate controls and escalation.

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Record pre-use and periodic checks of work-at-height equipment and scaffolding arrangements, including defect controls and competence confirmation where scaffolding is erected or used.

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Use when a school undertakes an off-site activity or educational visit requiring travelling first-aid provision. Check that the kit matches the activity assessment, is accessible and suitable for the group and activity, and record corrective actions before departure.

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Record the receiving or pre-use visual check of new portable electrical equipment, identify visible damage before use, prevent damaged equipment from being used, and record defects and resulting actions.

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