Forms

Portable electrical equipment inspection and defect log

Record equipment identifiers, user checks, visual inspections, selected inspections or tests, defects, repairs, removal from use and review of the maintenance scheme.

Form
CalmComplianceForm template

Portable electrical equipment inspection and defect log

Version
v1
Updated
7 October 2026
Reviewed
7 October 2026
Audience
Primary and secondary maintained and academy schools in England, where the school chooses to use records, labels or asset identifiers to monitor portable electrical equipment maintenance.
Jurisdiction
england

Blank fields · read-only preview

Scope and applicability

Use this record where the school chooses to maintain administrative records, labels or asset identifiers for portable electrical equipment. Electrical equipment that has the potential to cause injury should be maintained in a safe condition. The cited HSE guidance states that inspection or testing at a particular interval, annual testing, labelling and record keeping are not specified as legal requirements; records and labels may be used as management tools to monitor and review a maintenance scheme.

Is this record being used as part of the school's chosen maintenance-monitoring scheme?

Required

Complete the remaining fields when the school has chosen to use this record, an equipment label or an asset identifier for monitoring or reviewing the scheme.

  • Tick when complete

Record details

School or site name

Required

Enter the school or site to which this record relates.

Enter school or site name

Record reference

Use the school's reference or filing identifier, if applicable.

Enter record reference

Person or role responsible for maintaining this record

Required

Enter a named person or role responsible for updating the record.

Enter name or role

Equipment identification

Equipment or asset identifier

Required

Enter the identifier used by the school, if one is used. This may correspond to an equipment label or asset record.

Enter asset or equipment ID

Equipment description

Required

Describe the appliance or portable electrical equipment sufficiently to distinguish it from other items.

Enter equipment description

Usual location or department

Required

Enter where the equipment is normally kept or used.

Enter room, building or department

Responsible department or equipment custodian

Enter the department, team or role responsible for the equipment.

Enter department or role

Equipment category

Required

Select all categories that describe the equipment.

Choose all that apply

  • Office or administrative equipment
  • Classroom or teaching equipment
  • Catering or kitchen equipment
  • Cleaning equipment
  • Workshop, design or technology equipment
  • ICT or audiovisual equipment
  • Other

If other, please specify

Checks, inspection and testing

Was a user check completed before use or continued use?

Required

Record the outcome where the school's maintenance scheme includes user checks. Do not use this field to imply that a particular check frequency is legally required.

Choose one

  • Yes — no defect identified
  • Yes — defect identified
  • Not completed
  • Not applicable under the chosen scheme
  • Other

If other, please specify

Visual inspection outcome

Required

Record the outcome if a visual inspection is included in the school's chosen maintenance scheme.

Choose one

  • Pass
  • Fail
  • Not completed
  • Not applicable under the chosen scheme
  • Other

If other, please specify

Inspection or test undertaken

Required

Select the activity undertaken, if any. The cited HSE guidance does not require inspection or testing at a specified frequency.

Choose one

  • Visual inspection only
  • Inspection and electrical test
  • No inspection or test recorded
  • Other

If other, please specify

Date of inspection or test

Enter the date only if an inspection or test was undertaken.

Day
Month
Year

Person or organisation carrying out the inspection or test

Enter the person, role or organisation that carried out the recorded activity, if applicable.

Enter person, role or organisation

Next review date under the chosen scheme

Enter the date selected by the school for reviewing this equipment or the maintenance scheme. Do not treat this as an automatically required annual test date.

Day
Month
Year

Defects and action taken

Defect status

Required

Record the current status of any defect. If equipment could cause injury, record controls that maintain it in a safe condition.

Choose one

  • No defect identified
  • Defect identified — action outstanding
  • Removed from use
  • Repair completed
  • Disposed of or otherwise taken out of service
  • Other

If other, please specify

Defect or issue description

Required

Describe the defect, damage, failed check or other issue. Enter “No defect identified” where appropriate.

Describe the defect or record that none was identified

Was the equipment removed from use?

Required

Complete where a defect resulted in the equipment being removed from use.

  • Tick when complete

Date removed from use

Complete only if the equipment was removed from use.

Day
Month
Year

Repair or other corrective action

Describe the repair, isolation, replacement, disposal or other action taken or planned.

Describe action taken or planned

Date corrective action completed

Complete when the corrective action has been completed.

Day
Month
Year

Maintenance scheme review

Outcome of reviewing this record or the maintenance scheme

Required

Use this field to support monitoring and review of the scheme where the school has chosen to keep records.

Choose one

  • Continue current arrangements
  • Amend arrangements
  • Further investigation required
  • Not yet reviewed
  • Other

If other, please specify

Date of scheme review

Enter the date on which this record or the maintenance scheme was reviewed.

Day
Month
Year

Additional notes

Record any further information relevant to identification, inspection, defects, repairs, removal from use or review.

Enter additional notes

CalmCompliance · v1Template for adaptation

Template details

Type
Form
Version
v1
Updated
7 October 2026
Reviewed
7 October 2026

Get this template

Free, editable Word document. We’ll email you a download link. No Calm account needed.

Edit in Word or Google Docs.

We record your email and the template you request. Read our privacy policy.

Portable electrical equipment inspection and defect log - CalmCompliance