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Records, forms and labelsGreen label or red?
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Two documents matter, and they work together.
1The equipment register
The duty holder's asset list: every item, its ID number, when it was bought. Your test sheet is filled in from this.
The duty holder's asset list: every item, its ID number, when it was bought. Your test sheet is filled in from this.
2The inspection and testing record
Your results: equipment ID, class, description, location, ratings, fuse, condition checks, test results, pass or fail, your initials.
Your results: equipment ID, class, description, location, ratings, fuse, condition checks, test results, pass or fail, your initials.
✋Know the forms by name as well as number. In the book, Form 4.1 is the equipment formal visual and combined inspection and test record — Appendix 4 · Table A4.1. Forms printed outside the book may be numbered differently, so learn the mapping before the exam. You can't leave a sticky note in the book when you sit it.
Filling it in
- Tick (pass) or cross (fail) each condition check; N/A where it doesn't apply, N/C where it wasn't checked — the key printed under Form 4.1
- On a class II, continuity is N/A — don't leave it blank
- A fail early in the sequence means the later tests aren't carried out — record them N/C (not checked), as the key under Form 4.1 says
- Record the > symbol on insulation resistance readings
- Use the asset or serial number; if there isn't one, record what identifies the item
| Label | Meaning |
|---|---|
| Green | Passed |
| Red | Failed — removed from service, quarantined until repaired |
Intervals are risk-assessed rather than fixed (Section 11, p.81).
Appendix 4 · model forms Section 12 · records and labelling
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- 18th Edition
- Building Regs
- PAT
- Fundamental Inspection & Testing
- Initial Verification
- Periodic Inspection & Testing