School Lifting Equipment Thorough-Examination Report Record
- Version
- v1
- Updated
- 1 October 2026
- Audience
- Primary and secondary schools in England, including maintained schools and academies, where lifting equipment or accessories undergo a LOLER thorough examination.
- Jurisdiction
- england
Blank fields · read-only preview
Scope and record identification
Complete this record for each LOLER thorough examination of school lifting equipment or accessories, including examinations commissioned from an external provider. Retain the written thorough-examination report with this record.
School name
RequiredEnter the legal or operational name of the school.
School name
School reference or site identifier
Use the school's internal reference, DfE number or site identifier where applicable.
Reference or site identifier
Record reference
RequiredEnter a unique internal reference for this examination record.
Internal record reference
Equipment and examination details
Equipment or accessory description
RequiredDescribe the item examined, including its make, model, serial number, asset number or other identifying details.
Description and identifying details
Equipment or accessory category
RequiredSelect all categories that apply.
Choose all that apply
- Lifting equipment
- Lifting accessory
- School-specific handling equipment
- Other equipment within the examination scope
- Other
If other, please specify
Equipment location
RequiredState the building, room, area or other location where the equipment is normally used or kept.
Building, room or area
Dutyholder or responsible organisation
RequiredEnter the school, trust or other organisation recorded as the dutyholder or user for this examination.
Dutyholder or organisation
Competent person or examination provider
RequiredEnter the name of the competent person and, where relevant, the company or organisation that carried out the examination.
Name and organisation
Date of thorough examination
RequiredEnter the date on which the thorough examination took place.
- Day
- Month
- Year
Next thorough examination due date
RequiredEnter the due date stated in the written report.
- Day
- Month
- Year
Written report identifier
RequiredEnter the report number, certificate number or other identifier assigned by the examination provider.
Report or certificate number
Other information required by LOLER Schedule 1
RequiredRecord or cross-reference the remaining information required by LOLER Schedule 1, as provided in the written report.
Schedule 1 information or cross-reference
Defects and required action
Defect status recorded in the written report
RequiredSelect all statements that apply to the findings in the written report.
Choose all that apply
- No defects found that are or could become dangerous to people
- A defect was found that is or could become dangerous to people
- A serious defect was identified
- Other defect or observation recorded
- Other
If other, please specify
Defects and remedial action
RequiredDescribe each defect that is or could become dangerous to people, any other relevant finding, the required remedial action, responsible person and target date. If there are no such defects, state that explicitly.
Defect details and remedial action
Use restriction or isolation required
RequiredSelect any restriction or isolation stated or required following the examination.
Choose all that apply
- No restriction or isolation stated
- Equipment withdrawn from use
- Use restricted pending remedial action
- Use subject to specified supervision or controls
- Other restriction
- Other
If other, please specify
Serious-defect escalation
Complete the following fields only if the written report identifies a serious defect. The competent person should report it immediately to the dutyholder verbally, followed by the written report; a copy of the written report should also be sent to the relevant enforcing authority.
Serious defect reported verbally to the dutyholder
If a serious defect was identified, confirm whether the immediate verbal notification was recorded.
- Tick when complete
Verbal notification details
If applicable, record the date, time, recipient and method or any other details of the immediate verbal notification.
Date, time, recipient and details
Written report received following verbal notification
If a serious defect was identified, confirm whether the written report was received after the verbal notification.
- Tick when complete
Relevant enforcing-authority copy status
Complete if a serious defect was identified. Record the status of the copy sent to the relevant enforcing authority.
Choose one
- Copy sent
- Not yet sent
- Not applicable according to the recorded circumstances
- Other
If other, please specify
Enforcing-authority submission details
If applicable, record the relevant enforcing authority, submission date, recipient or reference, and any explanation for a submission not yet made.
Authority, date, recipient or reference
Record management
Location of retained written report
RequiredState where the written report is retained or how it can be located within the school's records system.
Records location or reference
Record completed by
RequiredEnter the name and role of the person completing this record.
Name and role
Record completion date
RequiredEnter the date this record was completed.
- Day
- Month
- Year
Follow-up actions and review
Record outstanding remedial actions, review arrangements and the person responsible for monitoring completion.
Follow-up actions and review arrangements