Overhead Hoist LOLER demo

Overhead Hoist Equipment – Combined Service & LOLER Examination INC Satisfactory CSS

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).

Equipment & Client Details

Client Name & Address:

Model:

Serial Number:

Date of Manufacture if known:

Safe Working Load (kg):

Job Number:

Barcode:

7. Final Declaration

Date of This Service:

Test Load Applied (kg):

Please take photograph of weights test verification:

Battery Condition (Ah or remarks):

Is the equipment safe for continued use? Yes No

Comments:

Engineer Name (Print):

Engineer Signature:

Customer/Rep Name (Print):

Customer/Rep Signature:

Date of Previous Examination:

Date of This Examination:

Service Frequency:

Date of Next Examination Due:

DisableAids Ltd

Plough Lane, Hereford, HR4 0ED
Tel: 01432 351666

Hoist Service Certificate (Page 2)

Equipment & Client

Job Number:

Date:

Customer Address:

Post Code:

Hoist Details

Make:

Model:

Serial No:

Barcode:

Safe Working Load:

Examination Dates

*Date of last examination:

*Next examination due:

Declaration

This is to certify that the above equipment has been serviced on the above date in accordance with the manufacturer’s guidance/recommendations and has been found to be:

Hoist Condition:

Safe for use Unsafe for use

*Service Label Attached:

Yes No

*Battery Test Label(s) Attached:

Yes No

Signatures

*Engineer’s Signature:

*Engineer (Print):

*Customer’s Signature:

*Customer (Print):

Overhead Hoist Form & Certificate – User Guide

1. Purpose of the Two-Page Format

You have two separate pages (Page 1 and Page 2) that work together to record a thorough hoist examination:

Page 1 captures detailed checks on the overhead hoist (track, brackets, sling, etc.).
Page 2 finalises the LOLER certificate, confirming safe use, label attachments, and signatures.
This page has to be seperate to the service inspection.

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2. Filling Out Page 1

Equipment & Client Details:
Enter information like client address, hoist model, and serial number.
Inspection Sections (e.g., “Support & Reinforcement,” “Track & Brackets”):
- Choose “Complete (C)”, “Action Required”, or “N/A” for each main category.
- If you select “Action Required”, sub-points appear (for that category) so you can specify what’s wrong:
  - Each sub-point can also be marked “Action Required,” “N/A,” or “Satisfactory.”
  - If you pick “Action Required” at a sub-point, a detail box appears for notes and an “Action Completed?” option.

Date of This Examination:
Once entered, the Next Examination Date automatically sets for six months later (by default). You can adjust if needed.
Weights Photo:
You must upload a photo verifying the load test. If left blank, the form reminds you before submission.

3. Moving on to Page 2

Certain key fields (e.g., job number, address, hoist make/model)
copy themselves from Page 1 into Page 2.
This saves you time and helps keep records consistent.

4. Completing Page 2

Auto-Filled Fields: Check that important details (job number, date, hoist info) transferred correctly.
Next Exam Due & Last Exam: Make sure these dates are correct (often taken from Page 1).
Hoist Condition: Mark whether the hoist is “Safe for Use” or “Unsafe for Use.”
Labels: Confirm if a Service Label and a Battery Test Label have been attached.
Signatures: Both Engineer and Customer must sign (and print their names) to approve the findings.

5. Submitting Both Pages

Page 1: When you click. Submit, you’ll see a confirmation if all required details are filled and a valid photo is uploaded.

Page 2: Submitting finalises the certificate. Any missing required fields (such as signatures) will prompt you before completion.
Ideally the 2nd page will be created at the same time as Page 1 to save duplication by the engineer.

6. Why This Process Helps

Clarity: Splitting into two pages keeps the form structured.

Page 1 covers hoist checks in detail (with new “Complete/Action Required/N/A” logic for each category and sub-point);

Page 2 focuses on the official certificate
Consistency: Automatically copying fields across pages reduces errors and duplicate typing.
Compliance: Required labels, signatures, and the load-test photo ensure you meet LOLER and service documentation standards.