Handover status
Know how your lift was left.
The work outcome and lift status are recorded separately. A maintenance visit can be complete while the lift remains out of service awaiting further work.
A clear record of our work
Clear job sheets.
Practical next steps.
See what was checked, what was found and what still needs attention. Our job sheets bring the work, its outcome and the follow-up together in a record you can refer back to.
The content and level of detail reflect the type and scope of the work.
FindingsWhat the engineer recorded.
Lift statusHow the lift was left.
Follow-upWhat still needs attention.
Useful distinctions.
Fewer unanswered questions.
A job sheet should help you understand the position after the work, whether you manage one lift or several buildings.
Outstanding items
Keep the history with the finding.
Item references, priorities and first-raised dates retain context between visits. The record distinguishes a new finding from an item carried forward.
From servicing to specialist work
The right detail for the job.
Choose a job type to see what its record covers. Routine visits and technical investigations have different purposes and different levels of detail.
All extracts below are illustrative and use fictional records. They show the reporting format, rather than completed client jobs.
Passenger lift maintenanceCondition checks and service findings
A record of the maintenance visit, with the engineer’s findings and a condition checklist organised by lift area.
- Condition labels for the items checked
- Outstanding items with references and priorities
- Suggested improvements recorded separately
“Not checked” records a check that was not assessed. It is different from “Not applicable”, where the check does not apply to the installation.
Explore lift maintenance
Platform lift maintenanceA checklist suited to the equipment
Platform lifts have their own maintenance record, covering the equipment and arrangements relevant to that installation.
- Areas such as the platform, entrances, drive and safety systems
- Recorded condition checks and relevant recorded values
- Engineer’s findings, outstanding items and recommendations
The checklist is tailored to the equipment. The number of checks and areas covered depend on the installation and the scope of the visit.
Support for platform liftsCall-out attendanceWhat happened during the visit
A record of the attendance, the engineer’s findings and the work carried out. The work outcome and lift status are shown separately.
- Attendance details and time on site
- Work and findings recorded by the engineer
- Lift status at handover and outstanding items
A completed call-out records the outcome of the attendance. Read it alongside the lift’s handover status and any further work recorded.
Repairs and call-outs
Lift repairsA record of the repair attendance
Repair job sheets record the work carried out and its outcome, with the installation and attendance details retained for your service history.
- Engineer’s account of the work
- Recorded work outcome and lift status
- Outstanding items and follow-up
A repair record relates to the work carried out. The lift’s status and any unresolved items remain explicit alongside it.
Explore lift repairsTechnical investigationsThe evidence behind the assessment
For more involved fault finding, the report brings symptoms, investigation and supporting evidence together with the engineer’s assessment.
- Individual fault records and diagnostic actions
- Observed measurements and reference values
- Technical conclusions and recorded confidence
In this fictional example, the root cause is marked probable with medium confidence. That makes the uncertainty visible, alongside the evidence and further work needed.
Discuss fault investigation
Surveys and assessmentsFindings around an agreed question
A survey visit record brings together the attendance, observations and outstanding items. The findings reflect the purpose and scope agreed for the assessment.
- Lift and visit identification
- Engineer’s recorded findings
- Items requiring attention or further investigation
A survey record is separate from a statutory thorough examination. Forge can help arrange a LOLER examination with an independent third-party provider.
Compare inspections and surveysIn-house electronic repairsComponent work and testing outcomes
Workshop reports identify the component, record the assessment and repair work, and explain the testing undertaken and its limitations. Control boards and drives are assessed case by case.
- Component identification and originating-lift details
- Assessment, work carried out and parts used
- Separate repair and testing outcomes, with next steps
Component repair does not by itself confirm installation, commissioning or the lift’s service status. In this example, repair and loaded testing are still outstanding.
Discuss an electronic repair
Reading the findings
Clear labels.
Useful context.
Maintenance checklists record an answer for each listed item. An unassessed item is distinct from a check that does not apply to the installation.
Suggested improvements also have their own place, separate from remedial items. That helps you distinguish an issue to address from an improvement to consider.
Understanding your lift report- Serviceable
- The item is recorded as serviceable for the check carried out.
- Monitor
- A finding to keep under review.
- Critical
- A critical issue recorded against that item. Read the findings and handover status alongside it.
- Not checked
- The item was not assessed.
- Not applicable
- The check does not apply to the installation.
Take a closer look
A short guide to our job sheets.
Four pages showing handover status, outstanding items, condition checks and technical evidence.
View the job-sheet showcase PDF, opens in a new tabPDF · 4 pages · 438 KB · fictional examples
Talk to Forge Lifts
Useful reporting starts
with the work you need.
Tell us about your lift and the information you need from a visit. We’ll discuss the service and the appropriate record of the work.