School Lifting Equipment Thorough Examination Record for People-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 is used to lift people.
- Jurisdiction
- england
19 checklist steps
Blank response areas · preview only
Confirm applicability
Use this record only where lifting equipment is used to lift people. If the equipment is not used to lift people, do not complete this people-lifting record.
Identify the equipment
Response required
Record the equipment name, type, make, model, serial number or other unique identifier, and location.
Equipment identity and location
Record responsible organisation
Response required
Record the school, responsible department or other organisation responsible for the equipment.
Responsible organisation or department
Record the examination date
Response required
Record the date of the latest thorough examination by a competent person.
Date of examination
Record the competent person
Response required
Record the name, organisation and relevant contact details of the competent person who carried out the thorough examination.
Name, organisation and contact details
Record the examination scheme
State whether a written examination scheme by a competent person specifies the examination interval for this equipment. If applicable, record the interval or the reference to the scheme.
Choose one
- Yes
- No
- Not known
Record scheme details where applicable
Response required
Where a written examination scheme applies, record the specified examination interval and scheme reference. Where no scheme applies, record that no written examination scheme specifies a different interval.
Interval and scheme reference, or state that no written scheme specifies a different interval
Confirm the written report
Record whether the written thorough-examination report is available and where it is retained.
Choose one
- Available and location recorded
- Not available
- Availability not confirmed
Record the report location
Response required
Record the file, system or physical location where the written report is retained, or record why the location is not available.
Report location or reason unavailable
Record the examination result
Record the result stated in the competent person's written report.
Choose one
- No defects recorded
- Defects recorded
- Use restricted
- Not suitable for use as examined
- Result not stated or not confirmed
Record examination findings
Response required
Transcribe or summarise the relevant findings from the written thorough-examination report, including any stated conditions of use.
Findings and stated conditions of use
Record defects
Response required
Record each defect identified in the report, including the affected part or feature and any action or timescale stated by the competent person.
Defects, affected parts and actions or timescales stated in the report
Record restrictions
Response required
Record any restriction, prohibition, condition or limitation on use stated in the report.
Restrictions or state that none were stated
Check for an additional-examination trigger
Record whether, since the last thorough examination, any of the following has occurred: an accident, a dangerous occurrence, a significant change in conditions of use, replacement of a part subject to thorough examination, or a long period of inaction.
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
- Not known
Record trigger details
Response required
Where an additional-examination trigger applies or may apply, record the event, date or period, relevant equipment or part, and the action taken or required. If no trigger is known, state that.
Trigger details and action, or state that no trigger is known
Record remedial actions
Response required
Record the remedial action required or taken for each defect or restriction, the responsible person or organisation, the target date if stated, and the completion status.
Action, responsible person or organisation, target date and status
Record current use status
Record the current operational status of the equipment and any restriction applied pending remedial action or further examination.
Choose one
- Available for use
- Available with recorded restrictions
- Withdrawn from use
- Status not confirmed
Record the next examination due date
Response required
Record the next thorough-examination due date stated or calculated under the applicable written examination scheme. Where no written examination scheme specifies a different interval, equipment used to lift people is subject to examination every 6 months. If an additional examination is required because of a specified event, record the additional examination date or required action separately.
Next due date and basis for the date
Record review details
Response required
Record the name or role of the person completing this record, the date of completion and any follow-up review date.
Completed by, completion date and follow-up review date