Forms

New Work Equipment Conformity Receiving Check

Record checks made before new work equipment is put into use, including conformity marking, manufacturer details, Declaration of Conformity, English instructions, obvious defects and corrective action or rejection.

Form
CalmComplianceForm template

New Work Equipment Conformity Receiving Check

Version
v1
Updated
1 October 2026
Audience
Maintained and academy schools in England providing new machinery or other work equipment within the scope of relevant product-supply requirements.
Jurisdiction
england

Blank fields · read-only preview

Use this form when a maintained or academy school provides new machinery or other work equipment for use at work within the scope of relevant product-supply requirements. Complete the checks before the equipment is put into use. If any required check is not met, record the action taken and do not put the equipment into use until the issue has been resolved or the equipment has been rejected.

Equipment and receiving details

Equipment name and model

Required

Enter the name, type and model as shown on the equipment or its documentation.

For example, bench drill, model ABC-123

Manufacturer name and details

Required

Record the manufacturer name and the manufacturer details shown on the equipment or accompanying documentation.

Manufacturer name, address or other identifying details

Serial number or other equipment identifier

Required

Record the serial number, product number or other identifier used by the school.

Enter the equipment identifier

Date received

Required

Enter the date the school received the equipment.

Day
Month
Year

Conformity and condition checks

Conformity marking status

Required

Select the status observed for the appropriate conformity marking on the equipment or its documentation.

Choose one

  • Appropriate conformity marking present
  • No appropriate conformity marking found
  • Marking present but details are unclear
  • Not applicable to this equipment

Declaration of Conformity status

Required

Record whether a Declaration of Conformity was supplied with the equipment or its documentation.

Choose one

  • Supplied and available for the school
  • Not supplied
  • Referenced but not available or unclear
  • Not applicable to this equipment

Instructions in English status

Required

Record whether instructions for the equipment were provided in English.

Choose one

  • Instructions provided in English
  • Instructions not provided in English
  • Instructions supplied but language or completeness is unclear
  • Not applicable to this equipment

Obvious defects check

Required

Record the condition observed during the receiving check. Do not put equipment with an identified defect into use until the issue has been addressed or the equipment has been rejected.

Choose one

  • No obvious defects identified
  • Obvious defects identified
  • Check could not be completed
  • Not applicable to this equipment

Defects or missing information

Required

Describe any obvious defect, missing document, unclear marking or other issue identified during the check. Enter “None” if no issue was identified.

Describe the issue or enter None

Receiving outcome

Required

Select the action taken following the checks.

Choose one

  • Accepted for the next stage of school control
  • Held and not put into use pending corrective action
  • Rejected or returned to the supplier
  • Escalated for a competent person or responsible manager to decide

Corrective action or rejection details

Required

Record the corrective action required or taken, who was notified, and any rejection or return reference. Enter “None required” only where no issue was identified.

Record action, responsible person, notification and reference

Check completed by

Name of person completing the check

Required

Enter the name of the person who completed this receiving check.

Enter full name

Date of check

Required

Enter the date on which this receiving check was completed.

Day
Month
Year

Record or document location

Required

State where the equipment documentation and this completed check are stored.

Enter the storage location or record reference

CalmCompliance · v1Template for adaptation

Template details

Type
Form
Version
v1
Updated
1 October 2026

Get this template

Free, editable Word document. We’ll email you a download link. No Calm account needed.

Edit in Word or Google Docs.

We record your email and the template you request. Read our privacy policy.

New Work Equipment Conformity Receiving Check template - CalmCompliance