What does Regulation 11 require?
LOLER 1998 Regulation 11 requires duty-holders to keep the reports of thorough examinations, and the records of any inspections between them, available for inspection by anyone the enforcing authority authorises — which may be an HSE inspector or a local authority environmental health officer, depending on the premises. It's not enough that an examination happened — the written record has to exist and be available to produce on request.
How long must you keep lifting equipment records?
The legal minimum depends on the examination. The report of the examination before first use must be kept for as long as you use the equipment (two years, for an accessory), a report made after installation for as long as it is used at that site, and each periodic report until the next one is made or for two years, whichever is later. For lifts, forklifts, MEWPs, hoists and other lifting equipment, the practical rule is simpler: keep every Report of Thorough Examination for as long as the equipment remains in service. A new duty-holder taking over a site, an insurer investigating a claim, or an inspector following up an incident may all reasonably ask to see the full examination history, not just the most recent report.
How long must you keep accessory records?
For lifting accessories — slings, chains, shackles, eyebolts — Regulation 11 sets a minimum retention period of two years from the date of the report. Given how inexpensive digital storage is, there's little reason to delete these once the two years are up rather than simply keeping them alongside the equipment records.
Should you keep records longer than the minimum?
Keeping examination records for the full life of the equipment, beyond the legal minimum, is good practice. In practice, a complete record history also makes each subsequent examination faster — the examiner isn't starting from zero — and it's the first thing an insurer or investigator asks for after an incident. Records that no longer exist can't help your case.
How do we handle this?
Every Report of Thorough Examination we issue is delivered digitally, and can be supplied directly to insurer portals or FM platforms on request — so the record exists from day one in a format that's easy to retain and retrieve, not a paper copy that can go missing.
Sources & Further Reading
Independent inspection, same-day report with photos
We reply within one business hour, and the inspection is carried out by an engineer with hands-on experience of that kind of plant.