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#1 Posted : 31 May 2007 12:09:00(UTC)
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Posted By holmezy

we currently perform daily checks on our forklifts. How long are we required to keep the records for? I've heard allsorts of arguements for 6 months, 12 months, 3 years, 5 years etc.
Bearing in mind that we also check our flt every 6 months via the insurance company and every 6 months via service contract, would this be enough, along with 12 months worth of daily checks to demonstrate that we do actually keep the flts in good condition etc, if an ex employee decides that he had a "problem" 5 years ago.

General concensus?

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#2 Posted : 31 May 2007 12:18:00(UTC)
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Posted By Bob Shillabeer
Hi,

Please remember you are talking about lifting equiopment so refere to the requirements contained in the relevant regulations and enhance them to include your maintenance and pre0use checks. Your pre-use checks are not formal so you can decide your own retention periods but I suggest at least until the next maintenance date where a qualified person signs off any defects reported.
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#3 Posted : 31 May 2007 13:03:00(UTC)
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Posted By holmezy
Bob,

yeah,,,,not forgot abouting lifting gear etc and we do have 6 monthly inspections via insurance company and 6 monthly maintenace carried out. We do formulate the daily checks by way of a tick sheet which is then filed. I agree that these tick sheets are not mandatory in themselves, but do go some way to demonstrate that we do take reasonable actions etc as required by LOLER, PUWER etc. I feel that the retention of these ticksheets for 12 months is sufficient.
A "learned" colleague has suggested that we need to keep them for 5 years or more because "if we have a claim against us which involves a flt, then we WILL loose because we haven't got proof etc" I think that if we can show we have the FLT's regularly inspected and maintained as required by the regs, plus we document any daily checks, then we do enough.

Incidentally, my "learned" colleague isn't very learned when it comes to H+S, nor is he agreeable to the storage of +12 month's worth of daily checks on his shelves.

Holmezy
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#4 Posted : 31 May 2007 13:15:00(UTC)
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Posted By Anthony Elsmore
A civil claim can be made up to 3 years (to the day) after an incident has/ is claimed to have occurred. Therefore I would suggest you keep all records for a minimum of 3 years. Added to that there are certain statutory limits to be adhered to e.g. retain for 40 years medical reports.

If you can prove you have managed H&S well with evidence this may help mitigate claims.
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#5 Posted : 31 May 2007 13:46:00(UTC)
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Posted By Bob Thompson CMIOSH
we retain for a minimum of 3 years and 3 months.
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#6 Posted : 31 May 2007 13:46:00(UTC)
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Posted By Simon Dean
I have a similar problem, with having nearly 50 trucks of various types used across 3 shifts, with a check done pre-use on each shift, totals a lot of paper work (and a lot of trees)!

I decided to go down the route of having a pre-check book for each truck. Same paperwork just scaled down to a nice A5 format, with each book lasting a month for each truck. Makes archiving a lot easier!

There are a few on the market, i believe Seaton do one. I just approached a local printers and they was able to give me a fairly cheap solution.

Takes up a lot less space under my desk!

Si
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