School Work Equipment Safety Inspection and Defect Record
- Version
- v1
- Updated
- 1 October 2026
- Audience
- Maintained and academy primary and secondary schools in England, excluding independent schools, where lifting equipment or other work equipment is used.
- Jurisdiction
- england
Blank fields · read-only preview
Scope and applicability
Use this record for lifting equipment and other work equipment used at work. Complete the PUWER-related fields only where the equipment is outside LOLER or where a PUWER inspection decision is relevant.
School name
RequiredEnter the name of the school.
Written response
Site or building
RequiredIdentify the site, building or department where the equipment is located.
Written response
Date of this record
RequiredEnter the date on which this record is completed.
- Day
- Month
- Year
Record completed by
RequiredEnter the name of the person completing the record.
Written response
Equipment identity and applicability
Equipment name or description
RequiredDescribe the equipment sufficiently to identify it.
Written response
Equipment asset, serial or reference number
Enter the manufacturer's serial number, school asset number or another unique reference, if available.
Written response
Equipment category
RequiredSelect all categories that apply.
Choose all that apply
- Lifting equipment
- Pallet truck
- Roller shutter door
- Fall-arrest rope or related equipment
- Tipper truck
- Dentist chair
- Other work equipment
- Other
If other, please specify
Is the equipment subject to LOLER arrangements?
RequiredSelect the current applicability decision for this equipment.
Choose one
- Yes
- No
- Not determined
For equipment outside LOLER, is a PUWER inspection required or being considered?
RequiredComplete this field where the equipment is outside LOLER. Select the decision reached for this equipment.
Choose one
- Yes, inspection is required
- No, inspection is not required
- Decision still to be made
- Not applicable because the equipment is subject to LOLER arrangements
Manufacturer and model
Enter the manufacturer and model, if known.
Written response
Precise equipment location
RequiredRecord the room, area or storage location.
Written response
Maintenance and inspection arrangements
Maintenance arrangement
RequiredDescribe the maintenance arrangement, including who carries it out and how it is recorded.
Written response
Date of last maintenance
Enter the date of the most recent maintenance activity, if known.
- Day
- Month
- Year
Inspection arrangement
RequiredDescribe the inspection arrangement, including the inspector or inspecting organisation and the basis for the inspection.
Written response
Date of inspection
RequiredEnter the date on which this inspection was carried out.
- Day
- Month
- Year
Next planned inspection date
Enter the next planned inspection date where one has been set.
- Day
- Month
- Year
Inspection or maintenance report reference
Enter the reference number for the supporting inspection or maintenance record, if available.
Written response
Inspection findings and defects
Overall condition found
RequiredSelect the condition identified during this inspection.
Choose one
- No defect identified
- Defect identified
- Further assessment required
- Inspection not completed
Defect or concern categories
If a defect or concern was identified, select all relevant categories.
Choose all that apply
- Structural damage or deterioration
- Guarding or protective-device concern
- Control or emergency-stop concern
- Load-bearing, attachment or lifting-accessory concern
- Brakes, stability or movement concern
- Electrical concern
- Maintenance or inspection overdue
- Other defect or concern
- Other
If other, please specify
Detailed findings
RequiredDescribe the inspection findings, including the location and condition of any defect.
Written response
Use decision following inspection
RequiredSelect the decision made for the equipment after considering the findings.
Choose one
- Remain in use
- Use restricted pending action
- Isolated from use
- Removed from use
- Decision pending further assessment
Isolation or removal details
RequiredIf the equipment was isolated or removed from use, record how, when and by whom this was done. Otherwise enter that it was not applicable.
Written response
Corrective action and verification
Corrective action taken or required
RequiredSelect all actions that apply.
Choose all that apply
- No corrective action required
- Repair required or completed
- Maintenance required or completed
- Part or equipment replacement required
- Specialist assessment required
- Additional inspection required
- User instruction or training action
- Permanent withdrawal or disposal considered
- Other
If other, please specify
Person responsible for corrective action
RequiredIf action is required, enter the responsible person or organisation. Otherwise enter that it is not applicable.
Written response
Corrective action due date
If action is required, enter the agreed due date. Otherwise leave blank.
- Day
- Month
- Year
Corrective action details
RequiredDescribe the action, completion status and any supporting reference.
Written response
Date of verification before return to service
Complete where equipment was isolated or removed from use and is being considered for return to service.
- Day
- Month
- Year
Verification before return to service
RequiredWhere applicable, record who verified the equipment, what was checked and the decision on return to service. If not applicable, state why.
Written response
Record reviewed by
RequiredEnter the name of the person who reviewed this record.
Written response
Review date
RequiredEnter the date on which this record was reviewed.
- Day
- Month
- Year
I have recorded the inspection findings, any defects, the use decision and required follow-up actions
RequiredTick only when the record is complete and accurate to the best of the reviewer's knowledge.
- Tick when complete