Plant and lifting

Thorough examination

The periodic detailed examination of lifting equipment by a competent person under LOLER, with a written report, at six- or twelve-month intervals or to a written scheme.

A thorough examination is a systematic and detailed examination of lifting equipment and its safety-critical parts, carried out by a competent person, to detect defects that are or might become dangerous. It is more than a visual inspection and less than a full strip-down: the competent person looks at structure, mechanisms, hydraulics, ropes and chains, safety devices, controls, markings and documents, and tests where the scheme requires. The report, to LOLER Schedule 1, states what was examined, the defects found and their urgency, and when the next examination is due.

Intervals: at least every six months for equipment used to lift people and for lifting accessories; at least every twelve months for other lifting equipment; or according to a written scheme of examination drawn up by a competent person. Also after installation or assembly at a new site, and after exceptional circumstances (overload, damage, a long period out of use). The competent person is usually an engineer surveyor from the insurer or a specialist inspection body; they need enough independence to report honestly, so not the operator or the fitter who maintains it.

Where it comes from

  • Lifting Operations and Lifting Equipment Regulations 1998 regs.9 to 11 and Schedule 1.
  • HSE guidance INDG422 (Thorough examination of lifting equipment).

Questions people ask

Is the daily check a thorough examination?

No. The daily pre-use check is the operator's look under PUWER. The thorough examination is the competent person's periodic deep look under LOLER. Both are required; neither replaces the other.

What happens if the report finds a defect?

The competent person tells the employer straight away; the equipment does not lift until a defect that is a danger is fixed; and where there is an imminent risk of serious injury, a copy of the report goes to the enforcing authority. Reports are kept until the next one or for two years, whichever is later.

Thorough examination, handled on a phone

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