Form library · Facilities and maintenance
Lift maintenance checklist
For people documenting authorised lift maintenance visits. Record equipment and work, service information and maintenance evidence. Try the form below, see every question or download a blank PDF or Word copy.
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Is lift servicing the same as thorough examination?
HSE distinguishes lift maintenance from thorough examination by a competent person. Servicing does not replace the applicable examination arrangements, and significant changes or exceptional circumstances can require further examination.
Last updated . Facts checked by the SiteSurvey team on 6 October 2026 against HSE lifting equipment questions and examinations and HSE lifting equipment at work.
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Want to see one filled in? See a completed lift maintenance visit report (PDF), made by SiteSurvey from a fictional site visit.
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Your team completes the lift maintenance visit on site in the SiteSurvey app on iPhone, iPad and Android phones and tablets. The project name and address fill in for them, it works without signal, and it syncs when the device is back online with photos kept against the question they answer.
Customers and subcontractors do not need the app: send them a link and they can fill it in from any browser.
Every question in the lift maintenance visit template
A lift maintenance visit record with asset details, service scope, manufacturer checks, fault findings, examination references and handback restrictions. 6 sections and 42 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
Make it your own: every question is editable
This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Site or premises address: the site address, from the space or the project
- Client or organisation: the project's customer
- Manufacturer, model and serial number: the product's model
Record details and scope
- ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name - Site or premises addressShort answerFills in from the site address, from the space or the project
- Client or organisationShort answerFills in from the project's customer
- Record date*Date
- Person completing the record*Short answer
- CheckFor competent lift maintainers. This is not a LOLER examination report, rescue authorisation or proof that a lift may be returned to service.
- CheckHSE distinguishes lift maintenance from thorough examination by a competent person. Servicing does not replace the applicable examination arrangements, and significant changes or exceptional circumstances can require further examination.
Equipment and work
- Lift asset ID and location*Short answer
- Manufacturer, model and serial number*Short answerFills in from the product's model
- Maintenance procedure and revision*Short answer
- Technician and competence reference*Short answer
- Planned work and exclusions*Notes
- Safe isolation or permit reference*Short answer
Service information
- Lift type, rated capacity and served floors*Short answer
- Latest thorough examination reference and outstanding mattersShort answer
- Fault codes and user reportsShort answer
- Rescue arrangements and responsible contactShort answer
Maintenance evidence
- Landing and car doors checked to approved procedure*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Accessible suspension or drive components checked*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Levelling and controls checked by the competent maintainer*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Alarm and communication arrangements checked*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Required guards and access controls restored*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Specialist tests performed and separate reportsNotes
Reference specialist test or examination reports separately from routine service observations. Identify any work not covered by this visit.
Work and handback
- Work performed and parts usedNotes
- Post-work tests and evidenceNotes
- Equipment handback*Choose one
- Available within recorded limits
- Restricted use
- Out of service
- Restrictions, isolation and person informed*NotesShown only when the answers above make it relevant
- Condition and work evidence photosPhotos
Actions and review
- Are further actions required?*Choose one
- Yes
- No
- Further actionRepeat for each further action. Each one asks:Shown when “Are further actions required?” is “Yes”
- Action and evidence reference*Notes
- Person responsible*Short answer
- Target dateDate
- Action status*Choose one
- Open
- In progress
- Completed
- Completion evidence*NotesShown when “Action status” is “Completed”
- Outstanding limitations and information to pass onNotes
- Record status*Choose one
- Ready for review
- Further work needed
- Work or use stopped
- Reviewed byShort answer
- Review dateDate
- Author signature*Signature
- CheckSigning records the information entered. It does not itself certify legal compliance, remove a limitation or authorise unsafe work.
Scope and responsibility
For competent lift maintainers. This is not a LOLER examination report, rescue authorisation or proof that a lift may be returned to service.
What a useful entry looks like
Specialist tests performed and separate reports
Reference specialist test or examination reports separately from routine service observations. Identify any work not covered by this visit.
Specialist report LM-06 is attached by reference. The visit record covers the listed maintenance tasks and does not replace that report's findings.
Fictional example of record wording. Use the actual evidence and approved arrangements for your job; this is not a completed report or an instruction to carry out the work.
See it filled in
A completed lift maintenance visit report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Lift Maintenance Visit FAQs
How should I record “Specialist tests performed and separate reports”?
Reference specialist test or examination reports separately from routine service observations. Identify any work not covered by this visit.
Does it set examination dates?
No. Record the separate examination reference and follow the applicable legal requirements and examination scheme.
Can building staff use it to repair a lift?
It is written for competent maintainers following lift-specific procedures, not as repair instructions for building staff.
What goes in the handback?
Record tests, remaining restrictions, out-of-service controls and who received the information.
What are the limits of this template?
For competent lift maintainers. This is not a LOLER examination report, rescue authorisation or proof that a lift may be returned to service.
Can I complete this form on site and share the record?
In the SiteSurvey app the form works offline, with photos and signatures recorded against the questions. Share the completed record as a PDF or a link. Dates and action owners are recorded fields; this form does not send reminders or update other systems.
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