School Lifting Equipment Thorough Examination Schedule for People-Lifting Equipment and Accessories
- Version
- v1
- Updated
- 1 October 2026
- Who this checklist is for
- Maintained and academy primary and secondary schools in England that use equipment to lift people or use lifting accessories.
- Jurisdiction
- england
15 checklist steps
Blank response areas · preview only
Confirm applicability
Use this checklist where the school uses lifting equipment to lift people or uses lifting accessories. If neither applies, record that this checklist is not applicable.
Identify the equipment or accessory
Response required
Record the equipment or accessory identifier, description and location.
Identifier, description and location
Classify the item
Select the applicable category for the item being scheduled.
Choose one
- Equipment used to lift people
- Lifting accessory
- Both categories apply
Check for a written examination scheme
Response required
Check whether a competent person has issued a written examination scheme specifying examination intervals for this item. Where one exists, use the scheme's intervals instead of the default intervals in this checklist and record the scheme reference.
Written scheme reference, or state that none was identified
Record the examination interval basis
Response required
Record the interval specified by the written examination scheme. If no written examination scheme specifies a different interval, record the applicable default: six months for equipment used to lift people or for lifting accessories.
Scheme interval or applicable six-month default
Arrange examination by a competent person
Arrange the thorough examination with a competent person at the applicable interval.
- Yes
- No
- Not applicable
Notes
Record the latest examination date
Response required
Record the date shown on the latest competent-person thorough-examination report.
Date from report
Record and retain the report
Response required
Record the report reference or storage location and retain the written competent-person report.
Report reference or storage location
Record the next examination date
Response required
Record the next-due date calculated from the applicable written examination scheme or default interval.
Next-due date
Review report findings and defects
Response required
Review the report for defects and record the defect details, actions required, responsible person and action status.
Defect details and action record, or state that no defect was reported
Act on reported defects
Response required
Ensure reported defects are addressed and record the evidence of action taken.
Action taken, evidence location or action owner and status
Check for an additional examination trigger
Check whether the item has been involved in an accident or dangerous occurrence, undergone a significant change in conditions of use, had parts replaced that are subject to thorough examination, or been inactive for a long period.
Choose all that apply
- None identified
- Accident
- Dangerous occurrence
- Significant change in conditions of use
- Replacement of parts subject to thorough examination
- Long period of inaction
Arrange an additional examination where triggered
Response required
Where an additional examination trigger has been identified, arrange a thorough examination before relying on the item and record the resulting report and actions.
Additional examination arrangement or reason not applicable
Check replacement parts before use
Response required
If service work included fitting new parts covered by LOLER, ensure a thorough examination is carried out before use and record the report reference.
Report reference, or state that no such parts were fitted
Review the schedule
Review the register for each applicable item and confirm that the report, next-due date, examination-scheme basis, defect actions and additional examination records are available.
- Yes
- No
- Not applicable
Notes