School Lifting Equipment Examination and Inspection Checklist
- Version
- v1
- Updated
- 1 October 2026
- Who this checklist is for
- Staff responsible for health and safety, premises management or equipment records in maintained and academy primary and secondary schools in England.
- Jurisdiction
- england
19 checklist steps
Blank response areas · preview only
Confirm applicability
Record whether lifting equipment is present or used at the school.
Choose one
- Lifting equipment is present or used
- No lifting equipment is known to be present or used
- Presence or use is uncertain
Handle non-applicability
If no lifting equipment is known to be present or used, record the basis for that decision and stop this checklist. If presence or use is uncertain, identify the person responsible for confirming it before proceeding.
Record equipment register reference
Response required
Enter the school, site, room or area reference and the equipment register or asset reference used for this record.
School/site and asset or register reference
Identify the equipment
Response required
Record the equipment type, manufacturer, model, serial number or other unique identifier, location and intended use where available.
Equipment description and identifiers
Review equipment marking
Review the equipment marking against the applicable manufacturer, supplier, owner or competent-person information and record the observed status without assuming that a marking requirement is met.
Choose one
- Reviewed and appears adequate for the intended use
- Missing, unclear or not verifiable
- Not applicable to this equipment
- Not reviewed
Record marking details
Record the markings observed, any missing or illegible information, and the source used to assess them.
Observed markings and assessment basis
Record condition
Response required
Inspect the equipment within the agreed scope and record visible condition, damage, deterioration, missing parts, contamination or other observations.
Condition observations
Record examination or inspection scope
Response required
Record whether this activity was an examination, an inspection, or another documented review, and describe the parts, functions, attachments and records included or excluded.
Activity type and scope
Record competent person
Response required
Record the name, organisation, role or other available details of the person who carried out or reviewed the examination or inspection, together with the basis on which the school relies on their competence.
Name, organisation, role and competence basis
Record activity details
Response required
Record the date of the examination or inspection, the report or certificate reference, and any relevant equipment or work-order reference.
Date and report or certificate references
Record interval arrangement
Record the inspection or examination interval arrangement used for this equipment, including the document, competent-person advice, manufacturer information or other evidence on which it is based. Do not enter an interval unless it has been established for this equipment.
Interval arrangement and evidence source
Record findings
Response required
Record the findings from the examination or inspection, including satisfactory observations, limitations, unresolved questions and any information that must be retained with the equipment record.
Findings and limitations
Classify defects
Record whether defects were identified and whether further technical assessment is needed.
Choose one
- No defects identified within the recorded scope
- Defects identified
- Further technical assessment needed
- Scope was limited and defects could not be fully assessed
Describe defects
Response required
If defects or limitations were identified, describe each one, its location, supporting evidence, the person who assessed it and any report reference. If none were identified, record that no defect details apply.
Defect or limitation details
Record use restriction
Record the current use decision based on the examination or inspection findings and competent-person advice.
Choose one
- No restriction recorded
- Restriction applies
- Remove from use pending action or advice
- Decision pending competent-person or technical advice
Document restrictions
If a restriction applies, record the affected equipment or activity, the restriction, who authorised it, the communication method and the condition for review or removal.
Restriction and communication details
Record corrective actions
Response required
Record each corrective action, responsible person or organisation, action reference, status and evidence required for closure.
Action, owner, reference, status and closure evidence
Record next steps
Response required
Record the next examination, inspection, review, repair, reassessment or escalation step as established by the responsible person or competent person. Do not create an interval or deadline that has not been established.
Next step and its evidence or authorisation
Confirm record retention
Confirm that the completed record, supporting report or certificate, defect information, restrictions and corrective-action evidence have been directed to the school’s designated record location.
- Yes
- No
- Not applicable
Notes
