School Lifting Equipment Pre-Use and Examination Status Checklist

Confirm that lifting equipment or accessories will be operated for school work, or by a contractor under the school’s control. If not, stop this checklist and use the applicable local process.

Record the equipment or accessory identification, location and intended lifting operation before carrying out the remaining checks.

Confirm that the selected equipment is suitable for the intended load, lifting operation and working environment, including any wet, abrasive or corrosive conditions that could cause damage or deterioration.

Check that certification evidence is available for the equipment, as applicable, and record the evidence reference or location.

Confirm that the equipment or accessory is marked with its safe working load and record the marking exactly as displayed. If the marking is absent, illegible or does not match the equipment documentation, do not use the equipment until the discrepancy is resolved.

Check the latest thorough-examination report and record the examination date and the next examination due date, where stated.

Confirm from the available examination record that the equipment is not overdue for examination. If the status cannot be confirmed or the examination is overdue, do not use the equipment and follow the defect and withdrawal process.

Confirm that the available records include the thorough-examination report and, where applicable, declarations of conformity or test certificates. Record any missing record or evidence reference.

Confirm that the lifting operation has been planned by a competent person and that appropriate supervision is available for the operation.

Confirm that the person planning or operating the equipment is appropriately trained and competent for the equipment and task.

Inspect the equipment and accessories for visible damage, deterioration, deformation, wear, corrosion or other condition that could affect safe use. Include damage associated with the working environment.

Confirm that the load can be properly attached to the lifting equipment and securely bound where necessary to prevent slipping or falling.

Confirm that the planned load, configuration and method of use remain within the equipment’s safe limits and do not exceed the marked safe working load or applicable equipment instructions.

Confirm that people will not be exposed to being struck by moving equipment, moving parts or falling loads, and that the lifting route and area are adequately controlled for the planned operation.

Record every defect, damage, missing marking, missing record, overdue examination or unresolved uncertainty identified during this checklist.

If any required check fails, the equipment is unsafe, or its examination status cannot be confirmed, withdraw it from use, prevent further operation and report it through the school’s defect process before use is reconsidered.

Confirm that all applicable checks are satisfactory, required records are available, the equipment is not overdue for examination, and no unresolved defect or uncertainty remains before the lifting operation proceeds.