School Lifting Equipment Records and Defect Management Record
- Version
- v1
- Updated
- 1 October 2026
- Audience
- Maintained and academy primary and secondary schools in England that manage lifting equipment or associated safety records.
- Jurisdiction
- england
Blank fields · read-only preview
Applicability and record control
Complete this record where the school manages lifting equipment or associated safety records. Use one record for each item of equipment or each distinct defect and corrective-action case, as appropriate to the school's record-management arrangements. The supplied guidance identifies reports, defects and information keeping as covered topics but does not specify precise records or retention periods.
This record relates to lifting equipment or associated safety records managed by the school
RequiredSelect this only where the record falls within the stated applicability.
- Tick when complete
Record status
RequiredSelect the current status of this record.
Choose one
- Open
- Under review
- Closed
Record reference
RequiredEnter the school's unique reference for this record.
Written response
Equipment identity and markings
Equipment name or description
RequiredDescribe the lifting equipment sufficiently to distinguish it from other equipment.
Written response
Equipment identification number or asset reference
RequiredEnter the identifier shown in the school's equipment or asset records, if one is used.
Written response
Location of equipment
RequiredState the building, room, area or other location where the equipment is normally kept or used.
Written response
Equipment markings and identifying information
Record relevant labels, plates, notices, safe working load markings or other identifying information visible on the equipment.
Written response
Marked safe working load
Enter the marked safe working load where it is applicable and known. Enter 0 only where the equipment marking states zero; otherwise leave blank if not available.
Number
Minimum: 0
Unit for marked safe working load
State the unit used by the equipment marking, such as kg, tonnes or N.
Written response
Examination and inspection information
Information recorded for this entry
RequiredSelect all types of information included in this record.
Choose all that apply
- Thorough examination report
- Inspection report or inspection finding
- Defect notification
- Restriction or removal-from-use decision
- Repair information
- Corrective-action information
- Retained-record location information
- Other
If other, please specify
Date of examination or inspection
Enter the date associated with the examination or inspection information in this record.
- Day
- Month
- Year
Examiner or inspector
Enter the name of the person or organisation that carried out the examination or inspection, where recorded.
Written response
Examination or inspection report reference
Enter the report or document reference, where one exists.
Written response
Examination or inspection findings
Record the relevant findings, including any limitations, observations or recommendations stated in the available report or inspection information.
Written response
Next examination or inspection date
Enter the next date only where it has been specified or scheduled in the relevant record.
- Day
- Month
- Year
Defects, restrictions and repairs
Does this record include a defect or suspected defect?
RequiredSelect the applicable response.
Choose one
- Yes
- No
- Unknown
Defect or suspected defect description
Where applicable, describe the defect, suspected defect, failure, damage or other condition requiring management.
Written response
Date defect was notified or recorded
Where applicable, enter the date on which the defect was notified or entered into the school's records.
- Day
- Month
- Year
Restriction or use status
Record the current status relevant to the defect or finding.
Choose one
- No restriction recorded
- Use restricted
- Removed from use
- Status not recorded
Restriction details
Where applicable, describe the restriction, conditions of use, isolation or removal-from-use arrangements recorded for the equipment.
Written response
Repair details
Where applicable, record the repair undertaken, the person or organisation involved, and any relevant completion or verification information.
Written response
Repair or corrective-action date
Where applicable, enter the date the repair or corrective action was completed or recorded.
- Day
- Month
- Year
Corrective actions and retained information
Corrective actions required or taken
Record actions required or taken in response to findings, defects or other information relevant to safe management.
Written response
Person or role responsible for follow-up
Enter the person, role or organisation assigned to follow up the recorded action, where applicable.
Written response
Corrective-action due date
Where applicable, enter the date by which the recorded corrective action is due.
- Day
- Month
- Year
Corrective-action completion status
Select the status supported by the school's records.
Choose one
- Not started
- In progress
- Completed
- Not applicable
- Not recorded
Controlled location of retained information
RequiredState the controlled system, register, folder, cabinet, archive or other location where the relevant information is retained. Do not enter confidential access credentials.
Written response
Additional information
Record any other information needed for the equipment's safe management or for locating the relevant record.
Written response
Date this record was created or updated
RequiredEnter the date on which this form entry was created or most recently updated.
- Day
- Month
- Year
Recorded by
RequiredEnter the name or role of the person completing or updating this record.
Written response