Portable Appliance Testing

Portable Appliance Testing (PAT) is the examination of electrical appliances and equipment to ensure they are safe to use. Most electrical safety defects can be found by visual examination but some types of defect can only be found by testing. It is essential to understand that visual examination is a crucial part of the process because some types of electrical safety defect cannot be detected by testing alone.

The Portable Appliance Testing module in K2 allows the recording of results and actions of the appliance, as well as being able to record the inspection date, re-inspection date and status.

The Portable Appliance Record (PAT) module allows you to add a new record or review an existing inspection.

Use the Portable Appliance module to do the following:

Adding or editing a PAT record

To add a new PAT record:

Navigate to Health and Safety > Portable Appliance Testing > New PAT Record.

Alternatively, search for and open an existing Asset record, select PAT Record(s) and then click the Click to edit details button in the Summary tab.

The New Portable Appliance Test window is displayed.

Enter or edit the relevant details.

The fields on the New Portable Appliance Test window are described in the following table:

This field…	Holds this information...
Asset	The asset or appliance that is the subject of the test. This field is mandatory. Click the Asset button to display the Asset Selector window. Click the Location button to display the Select location window. This field is mandatory. Use the level selector to select the relevant room, floor, zone, building, site or business unit. Click the Ownership button to display the Select business unit window. Use the level selector to select the relevant business unit.
Location Description	The location of the appliance being tested.
Test Date	The date of the test.
Overall Status	The status of the test. These can be defined in PAT Status reference data (accessed by navigating to Health and Safety > Portable Appliance Testing >Portable Appliance Testing).
Input Date	The date the test id recorded.
Input By	The individual recording the test.
Retest Period	The period of time from the original inspection date that the asset or appliance will require a further inspection. These can be defined in Retest Period reference data (accessed by navigating to Health and Safety > Portable Appliance Testing >Portable Appliance Testing).
Voltage	The voltage of the asset or appliance.
Amps	The ampere of the asset or appliance.
Fuse Rating	The fuse rating of the asset or appliance.
Retest Date	The date that the asset or appliance is due for retest.
Result	The result of the relevant test.
Limit	The limit of the relevant test. These can be defined in Result Item Limit reference data (accessed by navigating to Health and Safety > Portable Appliance Testing >Portable Appliance Testing).
Status	The status of the relevant test. These can be defined in PAT Status reference data (accessed by navigating to Health and Safety > Portable Appliance Testing >Portable Appliance Testing).
Failed Reasons	The reason for failure.
Comments	Comments about the record.

Click OK.

Creating a PAT event

You can create a PAT Event, which can be displayed as an event for an asset.

To add a new PAT event:

Use the search to locate and open the relevant asset.

Select the New Asset Event option in the Tasks panel.

The Event window is displayed.

Enter details of the event.

The fields on the Event window are described in the following table:

This field…	Holds this information...
Associated To	The type of record that the event is associated with. Set to Asbestos by default. This field cannot be altered.
When	The date of the event.
Status	Select from the drop-down list.
Description	The description of the event.
Comment	Comments associated with the event.
Event Type	The event type. Select from the drop-down list. These can be defined in Asset Event Type reference data (accessed by navigating to Functions > Asset > Asset).
Notify	Whether to distribute a notification of the event. Choose from: A specific date and time Specified days, weeks, months, or years, before, or after, the current date Selecting a notification adds an event to the Calendar (accessed by navigating to View > Calendar).
Last edited by	The individual that last edited the record.

Click OK.

The Events List tab is displayed.

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