Checklists

School Lifting Equipment Examination and Inspection Checklist

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

Checklist
CalmComplianceChecklist template

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

  1. 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
  2. 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.

  3. 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

  4. 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

  5. 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
  6. Record marking details

    Record the markings observed, any missing or illegible information, and the source used to assess them.

    Observed markings and assessment basis

  7. 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

  8. 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

  9. 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

  10. 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

  11. 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

  12. 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

  13. 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
  14. 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

  15. 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
  16. 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

  17. 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

  18. 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

  19. 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

CalmCompliance · v1Template for adaptation

Template details

Type
Checklist
Version
v1
Updated
1 October 2026

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School Lifting Equipment Examination and Inspection Checklist template - CalmCompliance