School Lifting Equipment Thorough Examination Record for Load-Lifting Equipment
- Version
- v1
- Updated
- 1 October 2026
- Who this checklist is for
- Primary and secondary schools in England, including maintained schools and academies, where lifting equipment or lifting accessories are used at work.
- Jurisdiction
- england
21 checklist steps
Blank response areas · preview only
Confirm applicability
Select whether this record applies. Use it where lifting equipment is used to lift loads and no written examination scheme specifies different intervals.
Choose one
- Applies
- Does not apply
- A written examination scheme specifies different intervals
Record equipment identity
Response required
Enter the equipment name, asset number, serial number or other identifier that distinguishes the item.
Equipment name and identifier
Record equipment location
Response required
Enter the school site, building, room or storage location where the equipment is used or kept.
Site and location
Identify equipment category
Select the category that best describes the equipment or accessory being recorded.
Choose one
- Equipment used to lift loads
- Equipment used to lift people
- Lifting accessory
- Other or category not recorded
Record examination scheme
State whether a written examination scheme drawn up by a competent person specifies the examination interval. If it does, record the interval and use that scheme for the due date.
Choose one
- No written examination scheme recorded
- Written examination scheme recorded
- Not known
Record scheme details if applicable
Response required
If a written examination scheme specifies different intervals, record the scheme reference, specified interval and any relevant conditions. Otherwise enter 'Not applicable'.
Scheme reference, interval and conditions, or Not applicable
Record competent person
Response required
Enter the name or organisation of the competent person who carried out the thorough examination.
Name or organisation
Record examination date
Response required
Enter the date on which the competent person carried out the thorough examination.
DD/MM/YYYY
Record report reference
Response required
Enter the written thorough-examination report reference or file location.
Report number or file location
Confirm report availability
Record whether the written thorough-examination report is available for this equipment.
Choose one
- Available
- Not available
- Not applicable
Record examination finding
Response required
Record the finding exactly as stated in the written thorough-examination report.
Finding from report
Record defects
Response required
Record each defect identified in the written report. If none is recorded, enter 'None recorded'.
Defects or None recorded
Record restrictions
Response required
Record any restriction, prohibition or condition of use stated in the report. If none is recorded, enter 'None recorded'.
Restrictions or None recorded
Record remedial actions
Response required
Record the remedial action required for each defect or restriction, including the responsible person and target date where specified.
Action, responsible person and target date
Record remedial-action status
Select the current status of the remedial actions.
Choose one
- No remedial action recorded
- Open
- In progress
- Closed
- Unable to confirm
Record previous examination date
Response required
Enter the date of the previous thorough examination, if available. If this is the first recorded examination, state that.
DD/MM/YYYY or First recorded examination
Record next examination due date
Response required
Enter the next due date stated by the written examination scheme or, where no such scheme specifies a different interval, the applicable interval from the report and examination category. Do not calculate a different interval where a written scheme applies.
DD/MM/YYYY and basis for due date
Check for additional-examination triggers
Select every event that has occurred since the relevant examination or that requires consideration before further use.
Choose all that apply
- None known
- Accident
- Dangerous occurrence
- Significant change in conditions of use
- Replacement of a part subject to thorough examination
- Long period of inaction
Record action for additional trigger
Response required
If any additional-examination trigger is selected, record the required additional thorough examination, the competent person or proposed arrangement, and the equipment status pending action. If no trigger is selected, enter 'Not applicable'.
Required examination and interim status, or Not applicable
Check replacement parts before use
Response required
If new parts covered by the applicable requirements were fitted during servicing, record the thorough examination required before use and its report reference. Otherwise enter 'Not applicable'.
Examination and report reference, or Not applicable
Record report retention location
Response required
Enter where the written thorough-examination report and this record are retained so they can be retrieved when required.
System, folder or physical location