School Lifting Equipment Certification and Defect Record template

CalmComplianceForm template

School Lifting Equipment Certification and Defect Record

Version: v1
Updated: 1 October 2026

Audience: Primary and secondary schools in England, including maintained schools and academies, where the school operates, controls or commissions the operation of lifting equipment or accessories.
Jurisdiction: england

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Applicability and record details

Complete this record for lifting equipment or accessories operated or controlled by the school, or where the school commissions contractors to operate equipment under the school's control. Include owned, hired and contractor-provided equipment where applicable. Record the evidence available for each item and take unsafe or overdue equipment out of use in accordance with the school's arrangements.

Record reference

Required

Use the school's local reference or asset-record identifier.

For example, LIFT-2025-001

Date this record was completed or reviewed

Required

Enter the date of this record entry or review.

Day
Month
Year

Name and role of person completing the record

Required

Enter the person responsible for this record entry.

Name and job role

Which arrangements apply to this equipment record?

Required

Select all that apply. If none apply, do not use this record for the item.

Choose all that apply

School-owned equipment
Hired or leased equipment
Contractor-operated equipment under the school's control
Equipment operated by school staff
Equipment operation commissioned by the school
Other

If other, please specify

Equipment identity and operating information

Equipment or accessory description

Required

Describe the lifting equipment or accessory, including its type and intended use.

For example, mobile hoist used for maintenance activities

Asset, serial or identification number

Required

Enter the manufacturer's serial number, school asset number or other unique identifier.

Unique equipment identifier

Manufacturer, model and year of manufacture

Required

Record the information shown on the equipment or its available records.

Manufacturer, model and year

Usual location or area

Required

State where the equipment is normally kept or used.

Building, room or work area

Owner, hirer or equipment provider

Required

Name the relevant organisation or person responsible for providing the equipment.

Organisation or provider name

Safe working load

Required

Enter the safe working load shown on the equipment or supporting records. Use the stated unit.

Number

Minimum: 0

Safe-working-load unit

Required

Record the unit used for the safe working load.

For example, kg or tonnes

Is the safe working load marked or otherwise clearly identified on the equipment?

Required

Select yes only where the marking or identification is present and legible.

Choose one

Yes
No
Not verified

Certification and examination evidence

Evidence available for this equipment

Required

Select all evidence types held or identified for this item.

Choose all that apply

Declaration of conformity
Test certificate
Thorough-examination report
Hire or provider examination record
Contractor examination or certification record
No evidence identified
Other

If other, please specify

Declaration of conformity reference

Required

If a declaration of conformity applies, enter its reference, issuer and date. If it does not apply or was not identified, state that.

Reference, issuer, date, or explanation that it was not identified

Test certificate reference

Required

If a test certificate applies, enter its reference, issuer and date. If it does not apply or was not identified, state that.

Reference, issuer, date, or explanation that it was not identified

Thorough-examination report reference

Required

Enter the report reference, examining organisation or person, and examination date.

Report reference, examiner and examination date

Date of most recent thorough examination

Required

Enter the date shown on the relevant examination report.

Day
Month
Year

Next examination due date

Required

Enter the due date stated by the applicable examination arrangements or report.

Day
Month
Year

Current examination status

Required

Select the status supported by the available examination evidence.

Choose one

Current and not overdue
Due soon
Overdue
Due date not established
Not applicable to this item

Defects, restrictions and corrective action

Current condition or control status

Required

Select the status that reflects the inspection or examination record.

Choose all that apply

No defects recorded
Defect or concern under review
Use restricted
Removed from use
Awaiting repair or further examination

Defects or concerns identified

Required

Describe each defect, missing marking, damaged component, examination limitation or other concern. State none identified where appropriate.

Describe the defect or state that none was identified

Where the equipment was unsafe or overdue, was it removed from use?

Required

Complete this question where a defect, unsafe condition or overdue examination applies. Otherwise select not applicable.

Choose one

Yes
No action required because the equipment was not unsafe or overdue
Not yet
Not known

Removal-from-use details

Required

If removed from use, record the date, method of isolation or identification, storage location and person or organisation responsible. If not removed, explain why and record the interim control.

Date, isolation or identification method, location, responsible person and interim control

Corrective action required or completed

Required

Record repairs, replacement, further examination, updated marking, provider notification or other action.

Action, responsible person or organisation and target or completion date

Corrective-action due date

Required

Enter the target date for outstanding corrective action. If no action is outstanding, enter the review or closure date.

Day
Month
Year

Has the recorded corrective action been closed or verified?

Required

Select the status supported by the school's records.

Choose one

Yes
No, action remains open
Not applicable
Not verified

Additional review notes

Record any relevant ownership, hire, contractor, operating or record-retention information not captured above.

Additional notes

I have checked that the information recorded is supported by the available equipment and examination records.

Required

Use this confirmation only after reviewing the records available for this item.

Tick when complete

School Lifting Equipment Certification and Defect Record