CalmComplianceRisk Assessment template
LOLER Applicability and Examination Arrangements Assessment
- Version
- v1
- Updated
- 1 October 2026
- Audience
- Primary and secondary schools in England, including maintained and academy schools, excluding independent schools; completed by a person able to obtain reliable site and management information.
- Jurisdiction
- england
Activity assessed
Assessment of whether the school provides or uses lifting equipment at work, including identification of relevant equipment and users, consideration of whether detailed LOLER controls are needed, and recording of competent-person examination arrangements for applicable equipment. Applicability remains conditional and no lifting equipment is assumed without site evidence.
Assess each hazard and its controls against your site before use. Template ratings require local review.
Hazards and controls
Unconfirmed applicability: it is not established from the available information whether the school provides or uses lifting equipment for work, so relevant LOLER arrangements cannot yet be determined.
- Existing controls
- No site evidence, equipment inventory, work activity information, or existing control arrangements were supplied. Do not assume that lifting equipment is present or absent.
- Proposed controls
- Obtain and record site-specific evidence about work activities, equipment provided for work, equipment used by people at work, and relevant contractors or service providers. Mark the assessment as not applicable only where reliable evidence supports that conclusion. Where lifting equipment is identified, continue with the remaining register entries and consider whether detailed LOLER controls are needed.
Local assessment and additional controls
Relevant lifting equipment may not be identified, including equipment used by school staff, other workers, or people working on the school's behalf.
- Existing controls
- No equipment types, locations, owners, users, or use activities were provided. Existing identification and inventory controls are therefore not evidenced.
- Proposed controls
- Where applicability is indicated, create or review an evidence-based inventory of relevant lifting equipment. Record the equipment description, location, owner or responsible organisation, purpose and work activity, normal users, and any contractor involvement. Do not populate equipment details without site evidence.
Local assessment and additional controls
People using lifting equipment at work may not be identified, resulting in unclear responsibilities for safe use and examination arrangements.
- Existing controls
- No information was supplied about staff, contractors, or other workers who may use or interact with lifting equipment. Existing user records and competence arrangements are not evidenced.
- Proposed controls
- Where lifting equipment is identified, record the groups of people who use it or arrange its use, including relevant employees and contractors. Identify the person responsible for managing each item or activity and record available evidence of arrangements for competent use and examination without assuming that such arrangements exist.
Local assessment and additional controls
Detailed LOLER controls may be omitted or applied inappropriately because the equipment, work activity, and users have not been assessed.
- Existing controls
- No detailed LOLER control arrangements were supplied. The available source establishes that LOLER applies to lifting equipment and builds on PUWER, but does not provide site-specific evidence of controls.
- Proposed controls
- For each item or activity confirmed by evidence, determine and document whether detailed LOLER controls are needed. Consider the equipment, its use at work, the people involved, and the relationship with applicable work-equipment arrangements. Record the basis for the determination and identify any further assessment or control work required.
Local assessment and additional controls
Applicable lifting equipment may lack recorded competent-person examination arrangements, or the arrangements may not be traceable to the equipment concerned.
- Existing controls
- No examination provider, competent person, examination record, report reference, examination interval, or next examination information was supplied. No examination arrangement is asserted.
- Proposed controls
- Where applicable lifting equipment is confirmed, identify and record the competent-person examination arrangements for each item. Capture the responsible competent person or organisation, relevant evidence or report reference, examination date and next due date where available, and any restrictions or actions recorded in the examination documentation. Keep arrangements linked to the specific equipment and verify them against current site records.
Local assessment and additional controls
The applicability decision and examination arrangements may become unreliable if equipment, users, work activities, or responsible organisations change without review.
- Existing controls
- No review frequency, change-control process, or ownership arrangement was provided. The resource does not evidence that the school has adopted any review process.
- Proposed controls
- Define a site-specific owner for maintaining this register where the assessment is applicable. Review it when lifting equipment or users change, when work activities or contractors change, when examination information changes, or when new evidence indicates that LOLER may apply. Record the evidence used for each review and retain relevant examination information.
Local assessment and additional controls