School Manual-Handling Filter and Assessment Record

Enter the name of the school or setting where the task takes place.

Identify the building, room, area or route relevant to the task.

Give the task a concise, recognisable title.

Describe what is handled, how it is moved, the start and end points, frequency, duration and the people involved.

Enter the date on which this record was completed.

Record the person completing the screening or assessment and their role.

Include employees, agency workers, volunteers, pupils, visitors or contractors where relevant.

Select all that apply to the task being recorded.

Enter the mass in kilograms if known or estimated. If the load varies, record the relevant range or explain the variation in the task description.

Describe how often the handling occurs during a typical shift, lesson, event or other relevant period.

Record factors such as floor condition, space, lighting, temperature, stairs, vehicle access, route obstructions, time pressure or changing conditions.

Select the approach used for this record. If an HSE tool was used, retain any associated working notes or completed checklist in accordance with the school's record-management arrangements.

If a structured tool or filter was used, record its version, date, reference or other details. If no structured tool was used, explain the basis for the screening decision.

Choose whether the screening indicates that a detailed assessment is needed, is not needed for the task as described, or cannot yet be decided.

Explain the factors supporting the decision. If a detailed assessment was not needed for the task as described, record the limits of that conclusion and any circumstances that would require review.

Select all factors identified during the screening or detailed assessment.

Describe how the identified factors could cause harm, including who may be affected and when the risk may arise.

Record controls already in place, such as handling equipment, route arrangements, storage arrangements, task planning, supervision, information or training.

Select all controls relevant to the task. Only select a control if it is suitable for the task and can be implemented as described.

Describe what will be done, by whom, when and how implementation or effectiveness will be checked. Complete this field where a detailed assessment was needed or controls have been identified.

Record when or why this record should be reviewed, including changes to the task, load, equipment, route, people involved or reported problems.

Enter a planned review date where one has been set. This does not replace review following a significant change or incident.

Record any other relevant observations, consultation undertaken or documents referenced.

Confirm that the information entered in this record is complete to the best of your knowledge and that any stated actions have been assigned or recorded for follow-up.

• Tick when complete