LOLER Thorough Examination and Defect Record
- Version
- v1
- Updated
- 1 October 2026
- Audience
- Primary and secondary schools in England, including maintained schools and academies, that use or control lifting equipment subject to thorough examination.
- Jurisdiction
- england
Blank fields · read-only preview
Use this record where the school uses or controls lifting equipment subject to thorough examination and needs to retain examination or defect records. This form records administrative actions and does not replace physical inspection, servicing, maintenance, or examination of the equipment.
Equipment and examination details
Lifting-equipment identifier
RequiredEnter the unique asset, serial, inventory, or other identifier used to identify the equipment.
For example, asset or serial number
Equipment description
RequiredDescribe the lifting equipment sufficiently to distinguish it from other equipment at the school.
For example, goods lift or mobile hoist
Equipment location
RequiredRecord the school site, building, room, or other location where the equipment is normally kept or used.
Enter the location
Equipment type
RequiredSelect the type or types that describe the equipment.
Choose all that apply
- Lifting accessory
- Lifting machine
- Lift or hoist
- Other
- Other
If other, please specify
Date of thorough examination
RequiredEnter the date on which the thorough examination took place.
- Day
- Month
- Year
Examiner or examining organisation
RequiredRecord the name of the person or organisation that carried out the thorough examination.
Enter the examiner or organisation
Examination report reference
Enter the reference number or identifier of the thorough-examination report, if one is provided.
Enter the report reference
Thorough-examination outcome
RequiredSelect one outcome for this examination.
Choose one
- No defect identified
- Defect identified
Defects and immediate restrictions
Identified defects
If a defect was identified, describe the defect, the affected part, and any relevant details from the examination report. Leave blank if no defect was identified.
Describe any identified defect
Immediate restrictions or precautions
Record any restriction, isolation, withdrawal from use, warning, or other immediate precaution applied following the examination. Leave blank if none was applied.
Record immediate restrictions or precautions
Notifications
Notification to the person responsible for the equipment
For a defect, record the status of notification to the person using or responsible for the equipment.
Choose one
- Notification completed
- Notification pending
- Not applicable because no defect was identified
Notification to the hirer or lessor
For a defect, record the status of notification to any person or organisation from whom the equipment was hired or leased. Select not applicable where the equipment was not hired or leased.
Choose one
- Notification completed
- Notification pending
- Not applicable because the equipment was not hired or leased
- Not applicable because no defect was identified
Relevant enforcing authority
For a defect requiring notification, record the authority relevant to the workplace. The source identifies HSE for industrial workplaces and local authorities for most other workplaces.
Choose one
- Local authority
- Health and Safety Executive (HSE)
- To be confirmed
- Not applicable because no defect was identified
Notification to the relevant enforcing authority
For a defect requiring notification, record the status of notification to the relevant enforcing authority.
Choose one
- Notification completed
- Notification pending
- Not applicable because no defect was identified
Notification details
Record notification dates, recipients, methods, references, or reasons for any pending notification, where applicable.
Enter notification details
Remedial action
Remedial-action status
Select the current status of action taken or planned in response to any identified defect.
Choose one
- No remedial action required
- Remedial action planned
- Remedial action in progress
- Remedial action completed
- Equipment restricted pending remedial action
- Not applicable because no defect was identified
Remedial-action details
Describe the action required or taken, the person or organisation responsible, and any completion or review information, where applicable.
Record remedial-action details
Record completed by
RequiredEnter the name and role of the person completing this record.
Enter name and role
Record completion date
RequiredEnter the date on which this record was completed or updated.
- Day
- Month
- Year