school-lifting-equipment-thorough-examination-and-defect-record

Enter the name of the school responsible for this record.

Enter the site to which this equipment record relates.

Use the school's internal reference for this examination record, if applicable.

Describe the equipment sufficiently to distinguish it from other equipment, for example lift, hoist, mobile elevating work platform, fork-lift truck, chain, sling or eyebolt.

Enter all available identifiers, including the school's asset number where used.

State the building, room, area or other location where the equipment was examined.

Select the applicable category or categories.

Select the status that applied when the equipment was examined. If hired or leased, complete the owner or lessor details below.

If the equipment was hired or leased, enter the responsible organisation and contact details. If not hired or leased, enter “Not applicable”.

Enter the date on which the competent person carried out the thorough examination.

Select all reasons that applied. Include additional examination circumstances where relevant.

State the applicable written examination scheme or interval. If no written scheme specifies a different interval, record whether the equipment is used to lift loads, used to lift people, or is a lifting accessory.

Enter the name of the person or organisation that carried out the thorough examination.

Confirm that the record identifies a person or organisation with suitable practical and theoretical knowledge and experience, and sufficient independence and impartiality for an objective examination.

• Tick when complete

Enter the reference shown on the written thorough-examination report.

Select one result from the written thorough-examination report. If a defect is identified, complete the defect and notification sections.

If a defect was identified, describe the defect, affected component, relevant finding from the report and any stated restriction or recommendation. If no defect was identified, enter “Not applicable”.

If a defect was identified, record the action taken or required, including any decision about continued use. If no defect was identified, enter “Not applicable”.

If a defect was identified, identify the person responsible for the equipment and provide contact details. If no defect was identified, enter “Not applicable”.

If a defect was identified, enter the date on which notification was sent to the person responsible for the equipment. If no defect was identified, enter “Not applicable” elsewhere and leave this date blank.

If a defect was identified and the equipment was hired or leased, record who was notified, how they were notified and the date. If the equipment was not hired or leased, or no defect was identified, enter “Not applicable”.

If a defect was identified, select the authority identified as relevant for the workplace. For most non-industrial workplaces this is the local authority; HSE is the relevant authority for industrial workplaces.

If a defect was identified and a report was required, record the authority, date, method and reference. If no report was required or no defect was identified, explain why.

Confirm that the written thorough-examination report and this record have been retained in the school's records, subject to the school's applicable retention arrangements.

• Tick when complete

Enter the name and role of the person completing this administrative record.

Enter the date this record was completed.