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LOLER, Thorough Examination, PUWER and a Service: What Is the Difference?

Four terms get used interchangeably and they are not the same thing. This page sorts them out in one place. If you only read one section, read the table.

LOLERthe regulation: the lifting function
PUWERthe regulation: the machine as work equipment
Thorough examthe inspection those regulations require
A servicemaintenance, and not a legal inspection at all
Forklift in a warehouse, subject to both LOLER and PUWER duties

The short answer

LOLER is the law. The thorough examination is the thing the law asks you to do. They are not alternatives, and you do not choose between them.

PUWER is a second law covering the rest of the machine. A service is maintenance and is not a legal inspection at all.

LOLER is why the examination happens. PUWER is why it covers the brakes too. A service is not part of either.

All four, side by side

  LOLER 1998 PUWER 1998 Thorough examination Service
What it is A regulation A regulation An inspection Maintenance
Covers The lifting function: forks, carriage, chains, mast, hydraulics The machine as work equipment: brakes, steering, tyres, guarding Whatever scope is specified, LOLER only or LOLER and PUWER Oils, filters, adjustments, wear items
Legally required Yes Yes Yes, by LOLER No, but expected as part of maintaining equipment
Interval Sets 6 or 12 months No fixed interval 6 or 12 months, or per a scheme By hours or months, set by you
Produces A report of thorough examination A service record
Who does it A competent person An engineer

The confusion that costs money

The expensive one is believing a service covers the legal duty. It does not, and the two are easy to confuse because the same engineer may do both, on the same day, on the same machine. That comparison has a page of its own: thorough examination vs service.

The test is simple: ask what document you were given. A service record says what work was done. A report of thorough examination says the machine was examined, what was found and when the next one is due. If you cannot produce the second, you have a gap, whatever the first one says.

The other common one is assuming a LOLER-only examination is the whole job. Items 1 to 10 cover the lifting side. The brakes and steering sit in PUWER, in items 11 to 19. A CFTS Thorough Examination covers both in one visit and produces one report, which is exactly why the scheme exists.

Still not sure which of these you are being sold? Tell us what your paperwork says and we will tell you what you have.

Which do I need?

  • A forklift in normal use. A full thorough examination every 12 months, covering LOLER and PUWER, plus planned servicing on its own schedule.
  • A forklift with a working platform, or a MEWP. Same, but every 6 months, because it lifts people.
  • Slings, chains and shackles. Thorough examination every 6 months as lifting accessories.
  • A machine that has been damaged, modified or stood unused. An examination now, regardless of when the last one was.
  • A machine you have hired in. Ask for its report before it works. You must not use it without physical evidence that the last examination has been carried out.

Full detail on each: LOLER regulations, thorough examinations, and thorough examination vs service.

Is a “LOLER certificate” a real thing?

People do say it, and they generally mean the report of thorough examination. The regulations talk about a report, not a certificate.

It is not worth arguing about the word, but it is worth checking that the document does the job: it should identify the machine, record what was examined, state any defect and the time by which it must be put right, and say when the next examination is due. If what you hold is a one-line certificate with none of that, ask for the report.

Certificated forklift operator at work, meeting the PUWER training duty

Where operator training fits

None of the above covers the operator, but PUWER does. It requires that work equipment is used only by people who have received adequate training, which for lift trucks means accredited operator training for the category of machine, refresher training at sensible intervals, and the employer authorising the operator in writing.

A perfectly examined truck driven by an untrained operator is still a breach. We run RTITB accredited training matched to the machine: counterbalance, reach truck, very narrow aisle, powered pallet truck and more at forklift training courses.

Still not sure what you have?

Tell us what your paperwork says and we will tell you what it is. If you would rather check the whole picture, am I compliant is a practical self-check, and health, safety and compliance covers the wider duty.

Still not sure which of these you are being sold? Tell us what your paperwork says and we will tell you what you have.

Clearing up the confusion

LOLER is the law; the thorough examination is the thing the law asks you to do. LOLER 1998 is the set of regulations covering lifting equipment, and regulation 9 within it requires that equipment be thoroughly examined at defined intervals by a competent person. So you do not choose between them: LOLER is why the examination happens.

They cover different parts of the same machine. LOLER covers the lifting function: forks, carriage, chains, mast and hydraulics. PUWER covers the machine as work equipment: brakes, steering, tyres, lights, guarding, and the requirement that it is only used by trained people. A forklift needs both, which is why the CFTS scheme covers them in one visit and one report.

No, and this is the most expensive confusion in the subject. A service is maintenance: oils, filters, adjustments, wear items, carried out to keep the machine running. A thorough examination is a statutory inspection to confirm the machine is safe, carried out by a competent person, producing a report you must keep. A service certificate is not evidence of a thorough examination and will not satisfy an inspector.

You need a thorough examination because the law requires it, and you need servicing because a machine that is not maintained will fail its examination, and it will break down in between. In practice most operators run planned servicing on one schedule and thorough examinations on another, and have them carried out by the same provider so the two are coordinated.

People say LOLER certificate when what they mean is the report of thorough examination. The regulations talk about a report, not a certificate. What matters is that the document records the examination, identifies any defect and states when the next examination is due, and that you keep it.

A CFTS Thorough Examination covers both LOLER and PUWER in one visit and produces one report, which is the practical reason the scheme exists. It does not replace servicing, and it does not cover operator training, which is a separate PUWER duty.

A competent person, meaning someone with the practical and theoretical knowledge and experience to detect defects and assess their significance. In practice that means an accredited examiner working to a defined scheme, with enough independence from the maintenance of that machine to give an objective view.

Then you probably have a compliance gap. Servicing does not discharge the LOLER duty, and the absence of a report of thorough examination is one of the first things an inspector looks for after an incident. Our Am I Compliant page walks through what you should be able to produce.

Talk to us about LOLER, Thorough Examination, PUWER and a Service: What Is the Difference?

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