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.

Form
CalmComplianceForm template

New Portable Electrical Equipment Receiving and Pre-Use Check

Version
v1
Updated
1 October 2026
Audience
Staff in maintained and academy primary and secondary schools in England who receive or place new portable electrical equipment into service.
Jurisdiction
england

Blank fields · read-only preview

When to use this form

Complete this form when the school receives or puts new portable electrical equipment into service. Carry out a simple visual check before first use to verify that the item is not damaged. A formal portable appliance inspection or test is not required solely because the equipment is new. If damage or another defect is found, record the equipment status and actions taken before it is used.


Equipment name or description

Required

Identify the appliance or equipment checked.

For example, classroom fan or laminator

Manufacturer and model

Record the manufacturer and model where available.

Written response

School asset or purchase reference

Record the school asset number, purchase order, or other reference if available.

Written response

Intended location or department

Required

State where the equipment will normally be used.

For example, science department or Year 4 classroom

Date received or placed into service

Required

Enter the date on which the equipment was received or first placed into service.

Day
Month
Year

Visual check outcome

What was observed during the visual check?

Required

Select the most significant condition observed. Check the equipment, casing, cable, plug, and accessible connections without carrying out a formal electrical test.

Choose one

  • No visible damage identified
  • Damage to casing, enclosure, or controls
  • Damage to cable, plug, or connection
  • Other visible defect or concern

Equipment status after the check

Required

If a defect is identified, select a status that prevents unsafe use until the issue has been addressed.

Choose one

  • Suitable for first use
  • Do not use pending action
  • Removed from service and referred for repair or replacement

Defect or concern details

If any damage, defect, or concern was identified, describe it. Leave blank if no defect or concern was found.

Written response

Actions taken

If a defect or concern was identified, record actions such as isolating the equipment, informing a responsible person, arranging repair, or arranging replacement. Leave blank if no action was needed.

Written response

Name of person completing the check

Required

Record the name of the person who carried out the visual check.

Written response

I have completed the simple visual check before first use

Required

Select this only after the visual check has been completed and any identified defect or action has been recorded.

  • Tick when complete
CalmCompliance · v1Template for adaptation

Template details

Type
Form
Version
v1
Updated
1 October 2026

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