Bath Hoist Service Demo

Bath Hoist Service/LOLER/PUWER Thorough Inspection

Select “Complete (C)” if all bullet points in that section are satisfactory. If any bullet point needs attention, choose “Action Required” for the section, and then mark the specific bullet points that require action (or mark them as N/A or Satisfactory).

If you fill in an “Action Required Detail”, please also indicate if that action has been completed (Yes/No).

1. Equipment Details

Ref/Job No:

Date of This Service:

Barcode:

Make/Model/Serial No:

Client Name & Address:

Floor Fixing

Check base plate fixings are sound and secure.

Complete (C) Action Required N/A

Floor fixing secure, no movement or damage

Action Required N/A Satisfactory

Action Required Detail:

Action Completed? Yes No

Seat Lock

Ensure seat lock mechanism operates correctly.

Complete (C) Action Required N/A

Operate seat lock, ensure correct location

Action Required N/A Satisfactory

Action Required Detail:

Action Completed? Yes No

General Observations & Parts Required

Note any additional items not covered above or any parts required.

Capacity & Test Load

Specified Capacity (SWL):

Test Load Applied (SWL + 25%):

Certification

On this date I certify that a thorough examination has been carried out and that this equipment is safe/unsafe** to operate and is functioning correctly.
**Delete as appropriate

Is the equipment safe for continued use? Yes No

Comments:

Engineer Name (Print):

Engineer Signature:

Customer/Rep Name (Print):

Customer/Rep Signature:

Date of Next Service Due:

Below is a non-technical guide that explains how the Bath Hoist Service form works. It outlines each feature in plain language, so anyone can understand how to fill in and benefit from the form.

1. What This Form Is For

This form is used to inspect and record important details when servicing a Bath Hoist. It ensures all the relevant checks (like floor fixing, seat condition, castors, etc.) are covered and helps you note anything that needs attention or repair.

2. Main Sections Explained

2.1 Categories vs. Sub-Points

Main Categories: Sections such as “Floor Fixing,” “Mast to Base,” “Seat Lock,” etc. Each is a group of checks about a part of the bath hoist.
Complete (C) vs. Action Required vs. N/A (for the main category)
Complete (C) means you believe everything in that category is fine.
Action Required means at least one sub-point needs attention or repair.
N/A means the entire category doesn’t apply to this hoist (for example, if something is not fitted)

Sub-Point Radio Buttons (New!):

Each sub-point within a category now has three radio options:

Action Required – Something needs attention or fixing.
N/A – This particular check doesn’t apply (e.g., a feature not installed).
Satisfactory – The sub-point is fine and needs no work.

Only one choice can be selected for each sub-point. If you pick Action Required, a text box appears where you can describe the issue and confirm if/when you’ve completed the action.

2.2 Only Show Details If Needed

If you pick Complete (C) or N/A for the main category, the extra sub-points stay hidden. That category is finished without further detail.
If you pick Action Required for the main category, the sub-points will appear:
Each sub-point now has Action Required, N/A, or Satisfactory.
If you choose Action Required at the sub-point level, you can type in what’s wrong, and decide if it’s been fixed.
If you choose N/A or Satisfactory, the text box and “Action Completed?” stay hidden.

This “progressive disclosure” keeps the form brief unless something really needs attention.

3. Automatic Time-Savers

3.1 Next Service Date

Once you fill in the “Date of This Service,” the form automatically suggests the next service date (12 months later, by default).
This is just a reminder — you can still change the suggested date if needed.

3.2 Filling Engineer Signature for You

As soon as the engineer types their name, if the signature box is empty, the form copies the name into the signature field.
If the engineer wants a different signature, they can edit it. This just saves retyping.

4. Making It Easy to Use

4.1 Works on All Screen Sizes

The form is responsive:
On larger screens (desktops, laptops), you’ll see two columns side by side.
On smaller screens (phones, tablets), it rearranges into a neat single-column layout.

4.2 Simple Validation

Some fields are required (e.g., job number, service date). If you leave them blank, the form will remind you.
This helps prevent missing or incomplete information.

4.3 Submitting the Form

When you’re done, click Submit.
A confirmation message appears (“Form submitted”) so you know it worked.

In a real system, it might then email or store your data.

5. Why This Matters

Time-Saving: You only see detailed follow-up questions if “Action Required” is selected, plus some fields fill in automatically.
Clarity: Logical sections make it obvious what to check.
Convenience: It reminds you when to schedule the next service, helping avoid missed inspections.
Easy on Any Device: The form adapts to different screen sizes, so it’s simple to complete on a phone, tablet, or computer.

6. Final Overview

1. Pick Complete (C), Action Required, or N/A for each main category.

If Complete or N/A, you’re done with that category.
If Action Required, sub-points appear.

2.At each sub-point, choose whether it is Action Required, N/A, or Satisfactory.

Action Required unlocks a text box for details and an optional “Action Completed?” question.

3.Automatic features set your Next Service Date and Engineer Signature for you (if blank).

4.Click Submit to finalise. A confirmation alerts you that everything is saved.

With these updates — especially the new Action Required / N/A / Satisfactory sub-point radios — the Bath Hoist Service form is clear, straightforward, and efficient. It helps you keep thorough records and plan repairs well in advance, all while staying simple for anyone to use.