A little preparation before your PAT testing visit can make a significant difference to how quickly and smoothly the process runs. Use this checklist to ensure everything is in order before our engineers arrive.
Before the Visit: Preparation Checklist
- Create or update your appliance inventory — list every portable electrical appliance in the premises
- Inform all staff about the visit date and what they should do with their personal equipment
- Make all appliances accessible — move furniture, open storage rooms, check all areas
- Include extension leads, power strips, and multi-way adapters — these are often forgotten
- Flag any appliances with known issues or concerns for special attention
- Arrange access to all locked rooms, storage areas, and restricted zones
- Identify a staff member to accompany our engineer throughout the premises
On the Day
- Ensure the designated contact person is available throughout the visit
- Have keys and access codes ready for all areas
- Let staff know which areas are being tested and when
- Ask staff to log off but leave computers powered on where possible
- Clear access routes between areas of the building
After the Visit
- Review the test report — check for any failed appliances
- Remove all failed appliances from service immediately
- Arrange repair or replacement for failed items
- File your certificate in your safety documentation folder
- Add your next PAT test date to your business calendar
- Share certificate copies with your insurer if required
