Important: This guide provides general information, not equipment-specific legal advice. The competent person must set an appropriate examination scope for the actual equipment and use.
01

Start with an accurate equipment register

A productive LOLER visit starts before the competent person arrives. List every lifting machine and accessory, record a usable identifier and state where it can be found. Include hired equipment and items held in stores, vans or satellite units.

Do not group loose lifting accessories under one vague description. Slings, chains, shackles, beams and clamps need enough identification to connect the physical item with its report.

  • Asset or serial number
  • Description and location
  • Safe working load or capacity
  • Previous examination date and report
  • Known repairs, alterations or exceptional events
02

Make the equipment available

An examiner needs safe access to safety-critical components and, where appropriate, the ability to observe functions. Equipment hidden behind stock, left on another site or presented too dirty to assess can delay completion.

Plan isolation, keys, operators, access platforms and any permits in advance. A thorough examination is not improved by rushing around a live production area without the agreed controls.

03

Separate maintenance from examination

Routine servicing is essential, but it is not the same as a thorough examination. Maintenance aims to keep equipment working; LOLER requires a systematic assessment by a competent person and a written report.

Service records, repair invoices and manufacturer information should still be available because they can help the examiner understand condition and previous work.

04

Act on the report

The report should identify defects, their significance and any time-bound action. A dangerous defect may require the equipment to be taken out of use immediately. Less urgent findings still need a named owner and completion record.

Update the register with the next-due basis and keep the report available. The duty holder remains responsible for ensuring the equipment is safe and examinations happen at the required interval.

Authoritative guidance

For the legal framework and regulator guidance, refer to the HSE guide to thorough examinations and inspections of lifting equipment.