Thorough Examination5 min read

LOLER Examination Reports — What Must Be Included?

Regulation 10 and Schedule 1 of LOLER 1998 set out exactly what a thorough examination report must contain. Get any field wrong and the report has no legal validity.

By Lolerflow Team |  LOLER Compliance Specialists

The Legal Requirement

Regulation 10 of LOLER 1998 requires the competent person who carries out a thorough examination to notify the dutyholder of the results as soon as practicable and to produce a written report containing the information specified in Schedule 1. The dutyholder must keep that report and make it available for inspection.

A report that is missing any Schedule 1 field is legally incomplete. In an HSE audit, an incomplete report is treated as non-compliance with Regulation 10 — even if the examination itself was thorough.

Schedule 1 — Every Required Field

#Required fieldNotes
1The safe working loadMust be clearly stated and match the marking on the equipment
2Equipment identificationSerial number, plant number, or other unique identifier
3Date of the thorough examinationThe actual date of examination, not the date the report is written
4Description of the equipmentType, make, model — enough to identify it unambiguously
5Location of the equipmentWhere it was examined — relevant for fixed equipment and site-based assets
6Condition of the equipmentAssessment of all safety-critical components examined
7Defects found and their significanceCategory (immediate danger / timescale / observation) and required action
8Repairs or alterations requiredWhere defects require attention, the action and timescale must be stated
9Date by which repairs must be completedMandatory where a Category B (timescale) defect is identified
10Whether the equipment can continue in useIf a Cat A defect is found: no. Otherwise: yes, subject to any conditions noted
11Name and address of the competent personThe individual examiner and their employer or firm
12Date of next thorough examinationMust be stated — drives the compliance calendar

Defect Categories in the Report

Where defects are found, the report must categorise them. The three categories used in practice are:

Category AExisting danger

The defect constitutes an existing or imminent risk of serious personal injury. The equipment must be taken out of service immediately. The competent person must send a copy of the report to the relevant enforcing authority (HSE or local authority) as well as to the dutyholder.

Category BFuture danger

The defect could become a danger in the future if not remedied within a specified period. The report must state the timescale for repair. The equipment can continue in use until the deadline, but the repair must be completed and the equipment re-examined before return to service.

Category CObservation / monitor

Observations or minor findings that do not pose an immediate or future risk but should be monitored or noted for future reference. No timescale for action is required, but the finding must be recorded.

Format — Does It Have to Be Paper?

No. Schedule 1 requires a written report — but "written" includes electronic format. A digitally generated PDF report, a record in a compliant digital system, or even a structured email confirmation all satisfy the "written" requirement provided all Schedule 1 fields are present.

Digital records have a practical advantage in HSE audits: they can be produced immediately, searched, filtered, and exported. Paper records must be located, sorted, and presented manually — and risk being lost, damaged, or incomplete.

Every Lolerflow report includes all 12 Schedule 1 fields

Generated automatically on completion of each inspection. PDF-exportable, time-stamped, tamper-evident. 30-day free trial.

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What must a LOLER thorough examination report contain?+
Under Schedule 1 to LOLER 1998, the report must include: equipment identification, date of examination, safe working load, condition of safety-critical components, any defects found and their category, required repairs and timescales, whether the equipment can continue in use, the competent person's details, and the date of the next required examination.
What happens if a Category A defect is found?+
A Category A defect (existing danger or imminent risk of serious personal injury) triggers an immediate legal obligation. The competent person must send a copy of the report to the relevant enforcing authority (HSE or local authority) immediately. The dutyholder must take the equipment out of service and must not return it to use until the defect is rectified and verified.
Does a LOLER report need to be in a specific format?+
No specific format is prescribed in LOLER — Schedule 1 sets out the required content, not the layout. However, the report must be in writing (including electronic format) and must contain all the Schedule 1 fields. Digital reports generated by compliant inspection software like Lolerflow satisfy this requirement.
→ LOLER Defect Categories A, B and C Explained→ How Long Must LOLER Records Be Kept?→ LOLER Record Keeping — Complete Guide