Checklists

School Lifting Equipment Pre-Use Inspection and Safe-Working-Load Checklist

Record operational checks of lifting equipment and accessories before use. Adapt the checks to the equipment and do not use this checklist as a replacement for a LOLER thorough examination.

Checklist
CalmComplianceChecklist template

School Lifting Equipment Pre-Use Inspection and Safe-Working-Load Checklist

Version
v1
Updated
1 October 2026
Who this checklist is for
Staff and contractors responsible for using, inspecting or supervising lifting equipment and lifting accessories in maintained and academy primary and secondary schools in England.
Jurisdiction
england

12 checklist steps

Blank response areas · preview only

  1. Identify the equipment

    Response required

    Record the equipment or accessory identification, its location and the intended lifting task before carrying out the inspection.

    Equipment or accessory ID; location; intended task

  2. Confirm the equipment is within scope

    Confirm that lifting equipment or a lifting accessory is present and that this pre-use or operational check forms part of the school's control arrangements for this equipment.

    Choose one

    • Yes
    • No
    • Not applicable
  3. Check user competence and instructions

    Confirm that the person carrying out the check and using the equipment is authorised, competent for the task and has access to the equipment-specific instructions.

    • Yes
    • No
    • Not applicable

    Notes

  4. Check safe-working-load information

    Check that the equipment or accessory is clearly marked or otherwise provided with legible safe-working-load information. For chain and wire slings, check the durable tag, label, ferrule or master link where applicable.

    Choose one

    • Present and legible
    • Present but unclear or damaged
    • Missing
    • Not applicable to this equipment
  5. Check configuration-specific limits

    Where the safe working load varies with configuration, check that the information for the configuration to be used is available and corresponds to the equipment's current configuration.

    Choose one

    • Confirmed for the intended configuration
    • Not confirmed
    • Safe working load does not vary with configuration
    • Not applicable
  6. Record the applicable safe working load

    Response required

    Record the safe working load or the applicable configuration-specific safe-working-load information exactly as shown on the equipment, accessory or associated information.

    Record the marked or provided safe-working-load information

  7. Inspect visible condition

    Inspect the equipment and accessories for visible damage, deformation, wear, corrosion, contamination, missing parts, defective guards, damaged labels or any other condition that could affect safe operation.

    Choose one

    • No visible defect identified
    • Defect or damage identified
    • Inspection cannot be completed
  8. Check the intended setup

    Confirm that the equipment, accessory, load, attachment points and operating area are set up for the intended task in accordance with the equipment-specific instructions and the school's control arrangements.

    Choose one

    • Confirmed
    • Not confirmed
    • Not applicable
  9. Check assembly or installation status where applicable

    If the equipment requires assembly or installation before use, confirm that it has been assembled or installed at this location and that the required competent-person examination after assembly or installation, before use, has been completed. If this condition does not apply, record that it is not applicable.

    Choose one

    • Applicable and confirmed
    • Applicable but not confirmed
    • Assembly or installation condition does not apply
  10. Check examination status

    Check the available examination records or equipment information for evidence that the equipment has the required LOLER thorough examination arrangements. This pre-use checklist does not replace a LOLER thorough examination.

    Choose one

    • Relevant evidence is available
    • Relevant evidence is not available
    • Not applicable to this equipment
  11. Decide whether the equipment may be used

    Do not use the equipment if a required check is not confirmed, information is missing or illegible, a defect is identified, the condition cannot be inspected, or the required examination evidence is unavailable. Follow the school's withdrawal and escalation arrangements.

    Choose one

    • No issue identified during this check; proceed in accordance with instructions
    • Withdraw from use and escalate
    • Check cannot be concluded or equipment is not applicable
  12. Record defects and escalation

    Record any defect, missing information, unresolved condition, withdrawal action, person notified and reference to any maintenance or examination follow-up.

    Defects, action taken, person notified and follow-up reference

CalmCompliance · v1Template for adaptation

Template details

Type
Checklist
Version
v1
Updated
1 October 2026

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