School Lifting Accessory Thorough Examination Record
- Version
- v1
- Updated
- 1 October 2026
- Who this checklist is for
- Primary and secondary schools in England, including maintained schools and academies, where lifting accessories are used at work.
- Jurisdiction
- england
19 checklist steps
Blank response areas · preview only
Confirm applicability
Is this record applicable because the school uses lifting accessories such as chains, slings, eyebolts or similar equipment at work?
Choose one
- Yes
- No
If not applicable
If the answer is No, do not complete the remaining items in this record.
Record school details
Response required
Enter the school name, site or department and the name or role of the person making this record.
School, site or department; record-maker name or role
Identify the lifting accessory
Response required
Record the accessory type, unique identification or asset number, manufacturer or supplier if available, and any other identifying information.
Type and identification details
Record location
Response required
Enter the normal storage or use location of the lifting accessory.
Location
Record examination date
Response required
Enter the date of this thorough examination in YYYY-MM-DD format.
YYYY-MM-DD
Record the competent person
Response required
Enter the competent person's name, organisation or employer, qualifications or competence evidence, and contact details.
Name, organisation, competence evidence and contact details
Record the written report
Response required
Enter the written thorough-examination report reference or file location. Retain the written report with this record.
Report reference or file location
Record the examination basis
Which examination basis applies to this lifting accessory?
Choose one
- A written examination scheme specifies the interval
- No written examination scheme specifies a different interval
- The examination basis is not known
Record the examination interval
Response required
Enter the examination interval specified by the written examination scheme, if one applies. If no written examination scheme specifies a different interval, record the applicable six-month interval for a lifting accessory.
Interval and basis
Record additional-examination triggers
Select every event that has occurred since the previous examination, or that prompted this examination.
Choose all that apply
- Scheduled examination
- Accident
- Dangerous occurrence
- Significant change in conditions of use
- Replacement of parts subject to thorough examination
- Long period of inaction
- Other documented reason
Record use and conditions
Response required
Describe the lifting accessory's intended use, the conditions of use and any relevant changes since the previous examination.
Use, conditions and changes
Record condition and examination findings
Response required
Enter the competent person's findings, including the observed condition of the accessory and any relevant identification or marking information.
Condition and findings
Record examination outcome
Select the outcome recorded by the competent person.
Choose one
- No defect recorded
- Defect recorded
- Further information required
Record defects
Response required
Enter each defect identified, its location or affected part, and the competent person's description of its significance. If no defect was recorded, enter "None recorded".
Defects or None recorded
Record restrictions
Response required
Enter any restriction, prohibition or condition of use specified by the competent person. If none was specified, enter "None specified".
Restrictions or None specified
Record remedial actions
Response required
Enter the action required for each defect or restriction, the responsible person or organisation, the target date if specified, and the completion or follow-up reference. If no action is required, enter "None required".
Action, responsibility, date if specified and follow-up reference
Record next examination due date
Response required
Enter the next due date specified by the written examination scheme or, where no written examination scheme specifies a different interval, the applicable interval for this lifting accessory. Use YYYY-MM-DD format.
YYYY-MM-DD
Record follow-up arrangements
Response required
Enter how and when outstanding defects, restrictions or remedial actions will be followed up. If there are no outstanding matters, enter "None outstanding".
Follow-up arrangements or None outstanding