School New Machinery Acceptance and Conformity Checklist

Confirm that the equipment is new machinery or relevant work equipment acquired, installed, assembled or commissioned for use in Great Britain, and that acceptance is taking place before it is put into use.

Record the equipment name, manufacturer or supplier, model, serial number or other unique identifier, and location.

For new machinery placed on the market in Great Britain, check that the machinery bears a UKCA or CE marking. Record any exception or uncertainty and do not proceed to use until it has been resolved.

For new machinery placed on the market in Great Britain, obtain the declaration of conformity from the supplier or manufacturer and verify that it relates to the equipment being accepted.

Record where the declaration of conformity is stored and identify the document or reference used.

For new machinery placed on the market in Great Britain, check that instructions are supplied in English and are available to the people who will install, operate, maintain or supervise the equipment.

Record where the English instructions are stored and how users can access them.

Retain the supplier or manufacturer details, purchase or delivery records, conformity documents, instructions and other records needed to identify and support acceptance of the equipment.

Where the equipment was installed or assembled, verify that the work is complete and that any supplier, manufacturer or competent-person installation evidence has been received and reviewed.

Record the installation, assembly or commissioning evidence reviewed, or record that no installation, assembly or commissioning evidence was applicable.

Visually check that guards and other protective devices identified for the equipment are fitted, secure, suitable for their intended purpose and not obviously damaged or defeated.

Visually inspect the equipment, controls, cables, connections, structure and accessible parts for obvious damage, missing components or other defects that could affect safe use. Do not put the equipment into use if a defect requires investigation or correction.

Record any defect, missing component or unresolved issue, together with the action taken and the person responsible for resolving it. If none were identified, record that outcome.

Select the status of the risk assessment covering the equipment, its intended tasks, foreseeable users and relevant installation or operating conditions.

Record the risk-assessment reference and where the current assessment is stored. Do not put the equipment into use until the required risk assessment has been completed and made available.

Determine whether the equipment is lifting equipment or includes lifting equipment for which an examination is required before use. Select the applicable outcome.

If lifting-equipment examination applies, obtain and verify the required examination record before use, and check that it relates to the equipment being accepted. If it does not apply, record that outcome. If applicability is uncertain, stop acceptance and obtain competent advice.

Record the examination document reference and storage location, or record that lifting-equipment examination was not applicable.

Select the outcome after reviewing all applicable checks.

Record any outstanding action, required evidence, responsible person and condition that must be met before the equipment is put into use. If no actions are outstanding, record that outcome.