Checklists

School Lifting Equipment Inspection and Marking Checklist

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.

Checklist
CalmComplianceChecklist template

School Lifting Equipment Inspection and Marking Checklist

Version
v1
Updated
1 October 2026
Who this checklist is for
Staff or contractors carrying out school lifting-equipment checks, and the person responsible for coordinating examination, inspection, defect reporting and equipment information at maintained and academy schools in England.
Jurisdiction
england

12 checklist steps

Blank response areas · preview only

  1. Confirm applicability

    Confirm that the equipment is lifting equipment used at the school and that this checklist is within the agreed inspection or marking arrangements. If not, stop and use the applicable local process.

  2. Record equipment identity

    Response required

    Record the equipment identifier used by the school or competent person, together with its location and description.

    Identifier, location and description

  3. Check identification marking

    Check that the equipment can be identified from its marking or other documented identification arrangement, and compare it with the equipment record or other applicable information.

    • Yes
    • No
    • Not applicable

    Notes

  4. Check marking legibility

    Inspect the marking and record whether the relevant information is present and legible from the position where it is expected to be viewed.

    Choose one

    • Present and legible
    • Present but partly illegible
    • Present but illegible
    • Missing
    • Not applicable to this equipment
  5. Check marking information

    Response required

    Where applicable information is available from the manufacturer, supplier, equipment record or competent person, compare the visible marking with that information and record any discrepancy. Do not infer or add marking requirements that have not been established for the equipment.

    Comparison completed and any discrepancy identified

  6. Inspect positioning and installation condition

    Visually examine the equipment, its position and its installation for conditions that could affect safe use, including visible damage, deterioration, displacement or obstruction.

    • Yes
    • No
    • Not applicable

    Notes

  7. Record visible defects

    Response required

    Record each visible defect or unsafe condition, including its location and the part of the equipment affected. If none is found, record that no visible defect was identified during this check.

    Defect or unsafe condition, location, or “none identified”

  8. Check inspection status

    Response required

    Check the displayed or documented inspection status against the school's applicable examination and inspection arrangements. Record the status without inventing an interval or marking requirement.

    Displayed or documented status and comparison result

  9. Act on missing or incorrect marking

    For missing, illegible or inconsistent marking, record the issue and refer it to the person responsible for the equipment and competent-person arrangements for correction or further assessment before relying on the marking.

    • Yes
    • No
    • Not applicable

    Notes

  10. Act on unsafe equipment

    If a defect or unsafe condition is identified, do not use the equipment until the school's defect and escalation arrangements have been followed and the equipment has been assessed by the appropriate competent person.

    • Yes
    • No
    • Not applicable

    Notes

  11. Record follow-up

    Response required

    Record the person notified, the action required, and the reference used for any repair, correction, further examination or inspection.

    Person notified, action, and reference

  12. Complete the checklist record

    Confirm that the observations, defects, marking issues, inspection status and follow-up actions have been recorded and passed to the responsible person.

    • Yes
    • No
    • Not applicable

    Notes

CalmCompliance · v1Template for adaptation

Template details

Type
Checklist
Version
v1
Updated
1 October 2026

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