Purpose of the Report
The LOLER Jobs Due Report provides visibility of all LOLER Thorough Examination service jobs that are currently Due or Late within a selected period.
This report enables planners, compliance teams, and managers to:
Monitor upcoming LOLER inspections approaching their target date.
Identify overdue (Late) LOLER jobs requiring immediate attention.
Track workloads by engineer, site, and equipment.
Support compliance with LOLER regulations by ensuring inspections are completed on time.
The report focuses exclusively on active, incomplete service jobs linked to Thorough Examinations, helping teams proactively manage statutory inspection obligations.
Getting There
To access the LOLER Jobs Due Report in Service Geeni:
Open the Business Intelligence module.
Select the Reports sub-module.
In the Reports window, navigate to the Scheduling category.
Select LOLER Jobs Due.
Add the required filters (outlined below), then click Apply to generate the report
Available Filters and Their Impact
Use the filters at the top of the report to control which LOLER jobs are displayed.
Period: Filters the report by the job’s Target Date.
Only jobs with a target date within the selected range are shown.
Determines whether jobs are classified as Due or Late
Use a short date range to focus on urgent or overdue inspections, or a wider range for planning.
Engineer: Filters jobs by the engineer assigned or booked to the task.
Useful for reviewing individual workloads and responsibilities.
Ideal for assessing upcoming LOLER work assigned to a specific engineer.
Equip. ID: Filters the report by a specific Equipment ID.
Enables compliance tracking for an individual asset.
Use this when investigating the inspection status of a particular piece of equipment.
Equipment Make: Limits results to jobs linked to a selected equipment manufacturer.
Supports manufacturer-specific compliance reviews
Equipment Model: Filters jobs by equipment model.
Useful for identifying trends or recurring inspection activity for specific models
Type Enquiry: Filters jobs by equipment type.
Enables focused reviews by equipment category
Column Breakdown and Key Fields
Each row in the report represents a single LOLER service task linked to an active job.
Column Name | Description |
Job Number | Unique, auto-generated job and task number |
Site Name | The customer site where the job is scheduled |
Job Description | Description of the task within the job |
Call Date | Date the job was created |
Agreed Visit Date | Date agreed with the customer for attendance |
Agreed Visit Time | Time agreed for the visit |
Target Date | Compliance target date for the job |
Target Time | Target completion time |
Engineer Name | Engineer(s) assigned or booked to the job |
Equipment ID | Equipment identifier linked to the job |
Make | Equipment manufacturer |
Model | Equipment model |
Type | Equipment type |
Serial No. | Equipment serial number |
Status | Indicates whether the job is Due or Late |
Insight: The Status column is automatically calculated based on the Target Date:
Jobs with a target date in the past are marked Late.
Jobs with a current or future target date are marked Due
The LOLER Jobs Due Report is a critical compliance and scheduling tool, providing clear visibility of statutory inspection obligations across engineers, sites, and equipment.