Knowella

Portable Appliance Test Record

A portable appliance test record exists to catch what a visual check alone misses: a cable that looks fine but has lost earth continuity, or an item still on the register that has not been in the building for a year. Its recurring failure is the calendar interval, applied the same to a kettle in an office and a hand tool in a wash-down area, when the two need entirely different frequencies to mean anything.

KnowSafeRecordSAF-159Pinned in navigation44 fields across 4 sectionsFull researchSee the form

Reviewed by Siddarth SinghCSPLast reviewed 16 August 2026

Basis
ISO 45001 cl.7.1
Workspace
KnowSafe
Form type
Record
Completed by
A competent tester, at the interval set by risk
Scoring
Compliance rate, high is good

The short version

  • This is a routine periodic test, not an exception record. It runs on a schedule against an asset register, and its failure mode is a stale interval, not a one-off bad decision.
  • The interval has to follow environment and duty, not a default. The form scores a wash-down or outdoor interval of three to six months above a default annual interval applied regardless of where the item lives.
  • An item on the register but not located during a round is not a data gap, it is untested equipment still in use somewhere. The Items Not Found field exists precisely because that distinction gets lost.
  • A failed item has to leave service. The conditional field capturing that only appears when the result is Fail, and it stands between a documented failure and a live hazard still plugged in.

What this is

What is a portable appliance test record?

What is a portable appliance test record?

It is the record of inspection and testing of a portable electrical item, covering a visual check, electrical tests such as earth continuity and insulation resistance where applicable, the overall result, and the date next due. Its purpose is periodic assurance, not exception approval.

What is PAT testing?

PAT, portable appliance testing, is visual inspection plus electrical testing applied to portable and movable electrical equipment at an interval set by environment and duty, to detect deterioration a visual check alone would miss.

Who can carry it out?

A person competent in the specific test performed. Visual inspection can often be done by a trained user, but earth continuity and insulation resistance testing need someone competent with the instrument itself.

Scope

When is a portable appliance test record required?

This record is one step in a larger programme, and specifically a scheduled test, not an approval to do something unusual. Confusing it with the electrical safety instruments around it produces gaps in both.

Use this template when

  • A round of portable equipment testing is due, or being run against the register now
  • A new item joins the portable equipment population and needs a baseline test and interval
  • An item previously marked Fail is being retested after repair, before it returns to service
  • The Electrical Safety and Arc Flash programme requires this record as one of its scheduled steps
  • A linked record needs this one to exist: links tool register, contractor equipment

Do not use it for

  • The general shock, arc flash and burn risk from work on or near electrical systems, which belongs in the Electrical Safety Risk Assessment
  • Fixed wiring and fixed installations, which need a Fixed Installation Inspection rather than a portable appliance test
  • A specific decision to work on live equipment, recorded and approved through the Live Working Justification Record, not through a routine test
  • The incident-energy calculation behind an arc flash label, which sits in the Arc Flash Study Record and has no bearing on portable equipment
  • The equipment record itself, name, purchase date, ownership, which belongs on the Tool and Equipment Register this record links back to

Compliance mapping

Which ISO 45001 cl.7.1 requirements does this satisfy?

PAT testing as a named practice is largely a UK institution, resting on a general maintenance duty rather than a prescriptive standard, which is why interval and method are set by guidance and risk, not a fixed legal table.

ClauseRequirementWhere it lands
EAWR 1989 reg.4(2)Electrical systems and equipment must be maintained so far as necessary to prevent dangerHeader
HSE HSG107Inspection and test frequency set from the equipment's construction class, environment and use, not from a single fixed intervalHeader
IET Code of Practice, In-Service Inspection and Testing of Electrical EquipmentRecommended intervals differ by class and environment, with wash-down and construction needing markedly shorter intervalsItems tested
OSHA 29 CFR 1910.334(a)(2)Cord and plug connected equipment visually inspected for damage before use each shiftItems tested
ISO 45001 cl.8.1.1Operational controls, including equipment maintenance and inspection, established, implemented and maintainedRound summary
ISO 45001 cl.9.1.1Monitoring and measurement of compliance and failure trends to determine whether controls are effectiveRound summary

What it does not cover

  • Electrical Safety Risk Assessment, which assesses shock, arc flash and burn risk from work on or near electrical systems, rather than testing individual portable items.
  • Fixed Installation Inspection, which covers fixed wiring and installed systems, a different population and test regime from portable equipment.
  • Live Working Justification Record, which records the decision behind a specific instance of energised work, not a scheduled test of equipment condition.
  • Arc Flash Study Record, which calculates incident energy and PPE category at fixed panels and has no application to portable item testing.
  • Tool and Equipment Register, which holds the ownership and identity record for the item; this record adds a test result to that identity, not a replacement.

Global

Portable Appliance Test Record requirements by country

The duty to maintain electrical equipment is close to universal, but formal, interval-based PAT testing as a distinct named activity is far more established in some regimes than others.

United Kingdom

Electricity at Work Regulations 1989 reg.4(2); HSE guidance HSG107; IET Code of Practice

A general duty to maintain electrical systems, given practical form through named guidance on inspection and testing intervals by class and environment.

PAT testing as most sites understand it is a UK-originated practice, and the interval tables in HSG107 and the IET Code of Practice, not a statute, are what most inspection regimes are built against.

United States

OSHA 29 CFR 1910.334(a)(2); general duty clause

A pre-use visual inspection requirement for cord and plug connected equipment, with no equivalent formal, interval-based testing regime mandated federally.

US sites running a PAT-style programme usually do so as good practice or to satisfy an insurer or customer, not because a specific interval sits in federal regulation.

International

ISO 45001 cl.8.1.1 and cl.9.1.1

Operational control of equipment maintenance and monitoring of whether that control is working, applied to whichever hazard the equipment presents.

Certification auditors look for a defined interval methodology and evidence it produces a falling or stable failure rate, rather than for compliance with a specific named testing scheme.

How to complete it

How to complete a portable appliance test record, step by step

Most of this record fills itself in from the test instrument's readout. The judgement calls sit in the interval, the untested items, and what happens to something that fails.

Set the interval from environment and duty, not the calendar

The Environment field distinguishes dry office from wash-down and outdoor use for a reason: a wash-down item can deteriorate well inside a year while an office item rarely does. Test Interval Set records whether that logic was applied, or Default annual was used regardless, and the two are not equally acceptable.

Treat an item not found as untested, not missing paperwork

Items Not Found is not an administrative shortfall. Equipment on the register but not located during a round is still in use somewhere, untested, and the round has not assured what it claims until that item is accounted for.

A failed item has to actually leave service

Failed Item Removed From Service only appears when the result is Fail, and it turns a documented finding into a physical outcome. A record showing Fail with no confirmation of removal is a record of a hazard still plugged in.

Keep visual inspection and electrical testing as separate judgements

Visual Inspection Passed, Cable And Plug Condition, and the earth continuity and insulation resistance results are distinct fields because a good electrical test on an item with visible cable damage is not a pass. Both have to clear independently.

What auditors find

Most common portable appliance test record findings

Findings on this record are rarely about the test method itself. They concern the interval chosen, what happened after a fail, and whether the round reconciled against the register.

FindingClauseWhat fixes it
Test Interval Set recorded as Default annual for equipment in a wash-down or outdoor environment.HSE HSG107Apply the IET Code of Practice frequency table by environment and class, not a single organisation-wide default.
Overall Result is Fail but Failed Item Removed From Service is blank or marked No.EAWR 1989 reg.4(2)Enforce the conditional field so a failed item is physically tagged and quarantined before closure.
Items Not Found carried on the register round after round without investigation.ISO 45001 cl.9.1.1Treat not-found items as untested-and-in-use; investigate location and test or formally retire the asset.
Unregistered items found during the round are tested but never added to the register.ISO 45001 cl.8.1.1Add found items to the Tool and Equipment Register and set their interval before return to service.
Visual inspection recorded as passed without an actual check of cable and plug condition.OSHA 29 CFR 1910.334(a)(2)Require the visual check as a distinct step before any electrical test, not inferred from the result.
Common Failure Mode data collected but Interval Review Recommended never acted on.HSE HSG107Use the recorded failure mode to justify shortening the interval for that equipment class, not just log it.

Case in point

Case in point: the annual interval on a wash-down line

A dairy processing site ran all portable equipment, hand tools included, on a single annual interval, set up when the register was first created for the offices. Two years later a portable light in the pasteurising area gave a mild shock to an operator standing in standing water. The unit had passed its last annual test eleven months earlier.

The investigation found moisture ingress through a cable gland degraded well within the twelve-month window, a failure mode the IET Code of Practice tables address by recommending three to six month testing for wash-down environments. Office equipment on the same register had never failed on the same interval, since it never faced the same conditions. The fix was using the Environment field the form already carried and had never been acted on.

The template

The template, field by field

The form exactly as it installs. Every field, option, score and conditional rule is editable, and the links to other templates come with it.

44fields
4 sections
Reference
SAF-159
Archetype
Record
Record ID
PAT-2026-000
Scoring
Compliance rate
Direction
High is good
Singleton
Yes
Basis
ISO 45001 cl.7.1
Links
Links Tool register, Contractor equipment
Tags
Electrical, Testing
Sections
4
Fields
44
Follow up fields
4
Repeating sections
1
Links out
3
Field typesOwn ID, generated on saveCase thread and parentPick list from a registryLinked to another templateFollow up, dashed outlineScored

Header

12 fields
Text

Record ID*

Generated on save

Auto sequence. Format PAT-2026-000.

The record's own ID. Other templates point at this value.

Single Choice

Status*

Scored

Drives who this goes to next.

  • Planned2 pts
  • In progress2 pts
  • Complete3 pts
  • Deferred0 pts
  • Open0 pts
  • Closed3 pts
  • Overdue0 pts
Date & Time

Date and Time*

Users

Completed By*

Pick List

Site*

From FDN-001 Site NameFilter: Status is Active
Text

Site ID*

Linked

Format SITE-000.

Links to FDN-001 Site ID

Single Choice

Area

Optional

The area within the site.

Cutting roomBoning hallPackingChill storeFreezerPasteurisingFillingCulture roomDespatchYardWorkshopPlant roomOffices
Location

Exact Location

Optional

Drop a pin for anything hard to find.

Text

Test Round Reference*

Users

Tester*

Single Choice

Tester Competent*

Scored
  • Yes3 pts
  • No0 pts
Info

Interval Follows Risk, Not The Calendar

A kettle in an office and a hand tool in a wash down area do not need the same interval. Environment and duty set the frequency.

Items tested

Repeats15 fields
Text

Item Description*

Text

Asset Or Tag Number

Optional
Single Choice

Location*

OfficeProduction officeHomeShared deskMeeting room
Single Choice

Class

Optional
Class I earthedClass II double insulatedClass III
Single Choice

Environment*

Scored

Wash down, wet, dusty or dry. Wash down items typically need testing every three to six months.

  • Dry office3 pts
  • General production2 pts
  • Wash down0 pts
  • Outdoor0 pts
Single Choice

Test Interval Set*

Scored
  • Matches risk3 pts
  • Default annual1 pt
  • Not set0 pts
Single Choice

Visual Inspection Passed*

Scored
  • Yes3 pts
  • Minor1 pt
  • Fail0 pts
Single Choice

Cable And Plug Condition*

Scored
  • Good3 pts
  • Minor wear1 pt
  • Damaged0 pts
Single Choice

Earth Continuity Result

OptionalScored
  • Pass3 pts
  • Marginal1 pt
  • Fail0 pts
Single Choice

Insulation Resistance Result

OptionalScored
  • Pass3 pts
  • Marginal1 pt
  • Fail0 pts
Single Choice

Functional Check Passed*

Scored
  • Yes3 pts
  • No0 pts
Single Choice

Overall Result*

Scored
  • Pass3 pts
  • Pass with note2 pts
  • Fail0 pts
Single Choice

Label Applied*

Scored
  • Yes3 pts
  • No0 pts
Single Choice

Failed Item Removed From Service

OptionalScoredShows if Overall Result equals Fail
  • Yes3 pts
  • No0 pts
Date & Time

Next Test Due*

Related records

1 field
Text

Tool Register ID

OptionalLinked

The item on the portable equipment register.

Links to FDN-025 Register ID

Round summary

16 fields
Numeric Answer

Items Tested*

Numeric Answer

Items Failed*

Scored
Numeric Answer

Failure Rate Percent*

Scored
Numeric Answer

Items Not Found*

Scored

Equipment on the register but not located is equipment in use somewhere untested.

Numeric Answer

Unregistered Items Found*

Scored
Single Choice

Register Updated*

Scored
  • Yes3 pts
  • No0 pts
Single Choice

Common Failure Mode

Optional
Cable damagePlug damageMoisture ingressEarth continuityInsulation
Single Choice

Interval Review Recommended*

Scored
  • No3 pts
  • Yes1 pt
Single Choice

Action Required*

Scored

Raise the action record, then enter its reference here.

  • No2 pts
  • Yes0 pts
Single Choice

Priority

OptionalScoredShows if Action Required equals Yes
  • High0 pts
  • Medium1 pt
  • Low3 pts
Text

CAPA ID

OptionalLinkedShows if Action Required equals Yes

Format CAPA-2026-00000.

Links to FDN-014 CAPA ID

Users

Action Owner

OptionalShows if Action Required equals Yes
Users

Tester*

Signature

Signature*

Users

Engineering*

Signature

Second Signature*

SAF-159 · record IDs look like PAT-2026-000 · Links Tool register, Contractor equipment

Open in Knowella

Run it with agents

From a document you fill in to a programme that runs itself

The test itself takes minutes per item. What slips is the reconciliation against the register: items never found, items found but never registered, and failures never fed back into the interval.

KnowSafe

Holds the test library against the equipment register, flags overdue rounds, and tracks failure rate by environment to catch an interval that no longer fits.

KnowMaintain

Reconciles items not found and unregistered items discovered mid-round back into the asset population so the next round starts accurate.

KnowContractor

Extends the same test and interval discipline to contractor-owned equipment brought on site, so it does not sit outside the register.

Ella
Ella

Watches the common failure mode field across rounds for a pattern by environment, and raises an interval review before it shows up as an incident.

This template lives in KnowSafe — safety and compliance. Incidents, hazards, permits, inspections and the critical controls behind them.

Meet KnowSafe→

Glossary

Portable Appliance Test Record definitions and key terms

PAT
Portable appliance testing: visual inspection plus electrical testing applied to portable and movable electrical equipment at an interval set by environment and duty.
Class I / Class II equipment
Class I relies on a protective earth for safety; Class II is double insulated and does not depend on an earth connection, which changes which tests apply.
Earth continuity test
A test confirming a low-resistance path between the exposed metal parts of Class I equipment and the earth pin, so a fault current trips protection rather than energising the case.
Insulation resistance test
A test confirming insulation between live conductors and earth or accessible parts is high enough to prevent leakage current under normal use.
In-service inspection interval
The recommended gap between tests for a given equipment class and environment, set by guidance such as the IET Code of Practice rather than a fixed legal figure.

FAQ

Frequently asked questions about portable appliance test record

Does every portable appliance need a full electrical test, or just a visual check?+

It depends on the equipment class and how it is used. Some Class II items in low-risk environments can rely largely on visual inspection between full tests, but the record still distinguishes the two, and a full test cannot be skipped because a visual check looked fine.

How is the test interval decided?+

From the Environment field and the equipment's construction class, using frequency tables in guidance such as HSG107 and the IET Code of Practice. A default annual interval applied regardless of environment is the pattern the form is built to expose.

What happens to a failed item?+

It has to leave service. Failed Item Removed From Service exists as a conditional field so a Fail result cannot be recorded and then quietly left plugged in while the paperwork says the problem was noted.

Is PAT testing a UK-only requirement?+

The named practice is largely a UK convention, built on the Electricity at Work Regulations' maintenance duty and HSE guidance. Other jurisdictions require visual inspection and general maintenance without mandating the same interval-based regime by name.

Do home-worker items need testing?+

The Location field includes Home specifically because employer-owned equipment used at home is still within scope of the maintenance duty. It is harder to schedule and access, which is a logistics problem, not a reason to exclude it.

What is an unregistered item found during a round?+

Equipment discovered in use that was never added to the Tool and Equipment Register, and so has never been tested on any interval. It needs testing and registering before it stays in service.

Keep going

Related templates and programmes

Siddarth Singh

Written and reviewed by

Siddarth Singh

Founder & Chief Executive Officer, Knowella

Certified Safety Professional and industrial and systems engineer with more than a decade inside food supply chain, freight and manufacturing operations. This page was written against the current text of the standards it cites, not against secondary summaries of them.

  • Certified Safety Professional (CSP), Board of Certified Safety Professionals
  • MBA, University of Chicago Booth School of Business
  • MS and BS, The Ohio State University, Industrial and Systems Engineering
  • Six Sigma Black Belt
Verify with BCSP →

Sources and last review. Reviewed 16 August 2026 against:

  • Electricity at Work Regulations 1989, regulation 4(2) (GB)
  • HSE guidance HSG107, Maintaining portable electrical equipment
  • IET Code of Practice, In-Service Inspection and Testing of Electrical Equipment
  • OSHA 29 CFR 1910.334(a)(2), Use of equipment, cord and plug connected
  • ISO 45001:2018 clauses 8.1.1 and 9.1.1

This page is general guidance, not legal advice. Confirm requirements with your jurisdiction’s regulator.

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