Forms

New Portable Electrical Equipment Receiving and Pre-Use Check

Record a simple visual check of new portable electrical equipment before first use, including any defects and actions taken. This check does not require a formal PAT inspection or test solely because the equipment is new.

Form
CalmComplianceForm template

New Portable Electrical Equipment Receiving and Pre-Use Check

Version
v2
Updated
7 October 2026
Audience
Primary and secondary schools in England, including maintained schools and academies; not independent schools.
Jurisdiction
england

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When to use this form

Complete this form when new portable electrical equipment is received or put into service. Carry out a simple visual check before use to verify that the item is not damaged. New equipment does not require a formal PAT inspection or test solely because it is new.


Equipment details

Equipment description

Required

Enter the name or description shown on the packaging, order or equipment label.

For example, laptop charger or desk fan

Equipment type

Required

Select all applicable categories.

Choose all that apply

  • IT or audio-visual equipment
  • Kitchen or catering equipment
  • Cleaning equipment
  • Teaching or practical equipment
  • Office equipment
  • Other portable electrical equipment

Asset, order or delivery reference

Enter the reference used by the school, if available.

For example, asset number or purchase order

Date of check

Required

Enter the date on which the visual check was completed.

Day
Month
Year

Checked by

Required

Enter the name of the person who completed the check.

Full name


Visual check before first use

What was checked?

Required

Select each check completed. Check the equipment, plug, cable and any visible accessories for damage or other visible concerns.

Choose all that apply

  • Equipment body and casing checked
  • Plug checked
  • Cable checked
  • Visible accessories and connections checked
  • Visible packaging or delivery damage considered

Check outcome

Required

Select the outcome after completing the visual check.

Choose up to 2

  • No visible damage identified
  • Visible damage or another concern identified
  • Equipment not put into use

Defect or concern details

Complete only if visible damage or another concern was identified. Describe the affected part and the concern.

Describe the damage or concern

Action taken

Complete only if a defect or concern was identified. Record the action taken, such as isolating the equipment, reporting it to the supplier or arranging a replacement.

Record the action taken

Pre-use confirmation

Select this only when the visual check is complete and the equipment is suitable to put into use.

  • Tick when complete
CalmCompliance · v2Template for adaptation

Template details

Type
Form
Version
v2
Updated
7 October 2026

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