School Lifting Equipment Commissioning and Assembly Examination Record
- Version
- v1
- Updated
- 1 October 2026
- Audience
- Primary and secondary schools in England, including maintained schools and academies, when lifting equipment is newly acquired, assembled, installed or relocated and its safety depends on assembly or installation conditions. This form is not intended for independent schools.
- Jurisdiction
- england
Blank fields · read-only preview
Applicability and examination details
Complete this record where lifting equipment is newly acquired, assembled, installed or relocated and its safety depends on assembly or installation conditions. Where equipment requires assembly or installation before use, examination should take place after assembly or installation and before use at each location.
Reason this record is being completed
RequiredSelect all circumstances that apply.
Choose all that apply
- Newly acquired equipment
- Assembled on site
- Installed before use
- Relocated to a different location
- Other circumstance requiring examination before use
School name
RequiredEnter the name of the school responsible for the equipment.
School name
School site or campus
RequiredEnter the site or campus where the equipment is located.
Site or campus
Type and description of lifting equipment
RequiredInclude the equipment type, model or description sufficient to identify it.
Equipment type, model or description
Equipment identification number
RequiredEnter the serial number, asset number or another unique identifier. If none exists, state that no identifier is available.
Serial number or asset number
Exact location of equipment
RequiredRecord the building, room, area or other location where the equipment will be used.
Building, room or area
Assembly, installation or relocation details
RequiredDescribe what was assembled, installed or relocated, including relevant interfaces, supports, anchorage, configuration or site conditions on which safe operation depends.
Describe the assembly, installation or relocation work
Date assembly, installation or relocation was completed
RequiredEnter the date on which the relevant work was completed at this location.
- Day
- Month
- Year
Date of examination
RequiredThe examination must be completed after assembly or installation and before use where those conditions apply.
- Day
- Month
- Year
Competent person who carried out the examination
RequiredEnter the competent person's full name.
Full name
Competent person's organisation or role
RequiredEnter the organisation, employer or role under which the examination was carried out.
Organisation or role
Scope and findings of examination
RequiredRecord the checks made and the findings relevant to correct and safe assembly, installation or relocation at this location.
Scope of examination and findings
Correct and safe assembly or installation confirmed
RequiredTick only if the competent person confirms that the assembly or installation was correct and safe for use at this location.
- Tick when complete
Examination result
RequiredSelect the result recorded by the competent person.
Choose one
- Safe to use
- Safe to use subject to recorded controls or restrictions
- Defects or deficiencies require action before use
- Not safe to use
Defects, deficiencies, restrictions or required actions
RequiredRecord all defects or deficiencies identified, any restrictions or conditions of use, the required corrective action and who is responsible. If none were identified, enter “None identified”.
Defects, restrictions and required actions
Use decision following examination
RequiredRecord whether use is permitted, permitted only with stated controls or restrictions, or refused pending action.
Choose one
- Authorised for use
- Authorised for restricted use subject to recorded controls
- Use refused pending corrective action
- Further examination required before a use decision
Date of use decision
RequiredEnter the date on which the use decision was recorded.
- Day
- Month
- Year
School representative recording the use decision
RequiredEnter the name and role of the person recording the school's decision. This does not replace the competent person's examination.
Name and role
Follow-up actions and completion arrangements
RequiredRecord action owners, target dates and how completion or re-examination will be confirmed. If no follow-up is required, enter “None required”.
Follow-up actions and arrangements
Record reviewed for completeness
RequiredTick only when the equipment identity, location, examination findings, result, defects or restrictions and use decision have been recorded.
- Tick when complete
Additional notes
Add any other information relevant to this examination record.
Additional notes