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Portable Appliance Testing Safety Checklist

Free Safety Checklist template · Category: ElectricalView all Safety Checklist templates
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Risk Assessment Description:

This portable appliance testing safety checklist template from Health & Safety Zone helps electricians, test engineers and supervisors ensure that portable electrical equipment is safe to use before it is taken into service.

It covers the full range of checks required by the Electricity at Work Regulations 1989, HSE guidance HSG85 and the test‑equipment guidance GS38. The checklist follows the ten‑dimension safety framework, addressing planning, competence, environment, hazards, equipment condition, PPE, collective measures, emergency provisions and completion sign‑off.

Use this checklist for:

  • Pre‑use inspection and testing of portable appliances.
  • Regular PAT verification and maintenance cycles.
  • Ensuring compliance with statutory electrical safety requirements.

Each item is answered Yes, No or N/A – any No answer must be resolved before the appliance is returned to service.

The checklist should be completed by a qualified electrician before any portable appliance is returned to service. Any No response requires corrective action and re‑testing before use.

No hazardous substances are normally involved in PAT, but ensure any cleaning agents used on equipment are compatible and stored safely, confirming the substances dimension is addressed.

Fully editable and shareable – customise the questions to your site, download as a PDF and share with your team.

Compliant with: Electricity at Work Regulations 1989; HSG85; GS38.

Sample PDF Document Image:

Checks covered in this Portable Appliance Testing (PAT) Inspection and Testing checklist

This Portable Appliance Testing (PAT) Inspection and Testing safety checklist template covers 26 checks. Customise the questions to your workplace, then download a professional, print-ready PDF with Yes / No / N/A tick-boxes and a comments space.

#Checklist item
1Has a risk assessment for portable appliance testing been completed and communicated to the operatives?
2Are the operatives performing PAT competent and hold a valid PAT certification?
3Is a permit to work or isolation permit obtained for the testing activity?
4Is the testing area clear of unnecessary items and has adequate lighting been provided?
5Is the work area free from water, moisture or other conductive liquids?
6Is the portable appliance visually inspected for damage to insulation, plugs, cords or enclosures?
7Are all protective devices (fuses, RCDs) present and in good condition on the appliance?
8Is the appliance correctly earthing/grounded where required before testing?
9Is the test equipment (PAT tester) calibrated and within its valid calibration period?
10Is the test sequence followed as per the manufacturer's instructions and HSG85 guidance?
11Are insulation resistance values within the limits set by BS 7671 for the type of equipment?
12Is the earth continuity test passed for earthed appliances?
13Is the leakage current (if measured) within the acceptable range for the equipment class?
14Are test results recorded on the PAT logbook or electronic system?
15Is the appliance labelled with a current PAT tag indicating the next test due date?
16Are any appliances that fail a test isolated from service and marked as ‘Do Not Use’?
17Is appropriate PPE (insulated gloves, safety glasses) worn by the tester?
18Are insulated tools used where required during the inspection?
19Is there a clear emergency stop or isolation point for the appliance if a fault occurs?
20Are first‑aid facilities and an electrically trained first‑aider available nearby?
21Is a fire extinguisher suitable for electrical fires readily accessible in the testing area?
22Is the testing area cordoned off with signage to prevent unauthorised access?
23Has the completed PAT record been reviewed and signed by a responsible supervisor?
24Is the appliance stored in a dry, secure location after testing?
25Is the PAT tester switched off and stored safely after use?
26Are any defective appliances reported to the maintenance team for repair or disposal?

Frequently asked questions

Are these safety checklist templates really free to download?

Yes — completely free. Customise any checklist to your workplace and download a professional, print-ready PDF in minutes. No paywall — a free account is all you need to download.

What format do the safety checklists download in?

Checklists download as a professional PDF, ready to print and complete on-site — each question has clear Yes / No / N/A tick-boxes and a comments space. You choose portrait or landscape at download. Word and spreadsheet formats are being added.

Can I customise the checklist questions to my workplace?

Yes — fully. Add your own questions, edit or remove any of the pre-written ones, and reorder them to suit your site, task or inspection before you download.

Are the safety checklists suitable for UK workplaces?

Yes. The checklists are written around UK health and safety good practice and HSE guidance, and are suitable for inspections, audits, toolbox checks and routine workplace monitoring.

Do I need an account to use the checklist templates?

You can build and preview a checklist without an account. To download the PDF you'll need a free account — it takes less than a minute, costs nothing, and also lets you save checklists to your dashboard and edit them later.

Can I add my company logo and branding to the checklist?

Yes — add your company logo, colours and details on Standard and Pro plans, so the exported checklist carries your own branding. Guests and Free downloads carry Health & Safety Zone branding.

How do I complete the checklist once it is downloaded?

The exported checklist is a blank, ready-to-use document: print it and tick Yes, No or N/A against each question and write any comments in the notes space, then sign and date it in the sign-off section.

What types of safety checklist can I create?

We are building specialist checklists across a wide range of subjects and industries — fire safety, workplace inspections, equipment and machinery checks, site inductions, vehicle checks, PPE, first aid and more. Browse by category to find the right one.

How often should safety checklists be completed?

It depends on the activity and your risk assessment — many checks are daily, weekly or monthly, while others are done before each task or shift. Completed, dated checklists provide a useful record of your monitoring.

Are the checklists a substitute for a risk assessment?

No. A checklist is a monitoring and inspection tool that complements your risk assessments and method statements — it helps confirm that controls are in place and working. Use them alongside your risk assessments.

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