School Lifting Equipment Records and Conformity Register template

CalmComplianceForm template

School Lifting Equipment Records and Conformity Register

Version: v1
Updated: 1 October 2026

Audience: Maintained and academy primary and secondary schools in England that have or control lifting equipment or lifting accessories and hold related examination, inspection or conformity records.
Jurisdiction: england

Blank fields · read-only preview

Scope and applicability

Use this register where the school has or controls lifting equipment or lifting accessories and holds related examination, inspection or conformity records. Complete the fields that apply to the record being entered. Declaration of Conformity fields apply only where such a declaration is held.

Type of record being entered

Required

Select all record types included in this entry.

Choose all that apply

Thorough-examination report
Inspection record
Declaration of Conformity
Other related lifting-equipment record

Equipment or accessory identifier

Required

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

For example, LE-001 or serial number

Equipment or accessory description

Required

Describe the lifting equipment or lifting accessory sufficiently to distinguish it from other items.

Describe the item, model and intended use

Usual location or area

Required

Record where the equipment or accessory is normally kept or used.

For example, design technology room

School owner or controller

Required

Identify the school, department or responsible function that owns or controls the item.

School or responsible department

Record or report reference

Required

Enter the reference number or other identifier assigned by the examiner, inspector or document-control system.

Reference number

Examiner, inspector or issuing organisation

Record the person or organisation that produced the examination, inspection or conformity record.

Name or organisation

Date of examination, inspection or declaration

Required

Enter the date shown on the relevant record.

Day
Month
Year

Next examination or inspection due date

Complete where the relevant report or inspection arrangement specifies a next due date. Leave blank for a Declaration of Conformity or where no date is specified.

Day
Month
Year

Outcome or status recorded on the document

Required

Select the outcome or status stated in the source record.

Choose one

Satisfactory or passed
Defects or concerns identified
No outcome stated
Not applicable to this record

Defects, restrictions or follow-up actions

Required

Record any defects, restrictions, remedial actions, responsible person and completion status stated or tracked for this record. Enter 'None recorded' where the document identifies no defects or actions.

Defects, restrictions or actions

Manufacturer or supplier named on the Declaration of Conformity

Complete only where this entry includes a Declaration of Conformity. Otherwise leave blank.

Manufacturer or supplier

Date of Declaration of Conformity

Complete only where a Declaration of Conformity is included in this entry. Otherwise leave blank.

Day
Month
Year

Declaration of Conformity reference

Complete only where a Declaration of Conformity is held. Enter its document or reference number.

Declaration reference

Record storage location

Required

Identify the controlled electronic system or physical record location where the source document is retained.

System, register or controlled folder

Retention or review date

Enter the applicable retention or review date recorded under the school's document-retention arrangements. Do not infer a period where none has been established.

Day
Month
Year

Written-copy provision checked

Required

Confirm that the record can be provided as a written copy when necessary, including when requested by the relevant enforcing authority or when equipment leaves the school's undertaking.

Tick when complete

Protection against unauthorised alteration checked

Required

Confirm that the record is held with controls intended to protect it from unauthorised alteration.

Tick when complete

Access controls applied to the record

Required

Select the access arrangements currently applied to this record.

Choose all that apply

Access restricted by user role
Controlled or read-only master record
Change history or audit trail retained
Controlled physical storage

Additional record notes

Add any information needed to explain the entry, including links between related examination, inspection and conformity records. Do not include unnecessary personal information.

Additional notes

School Lifting Equipment Records and Conformity Register