Classic form

Test and tag checklist and register entry

A test and tag checklist records the site, environment, appliance and class, a visual inspection of the cord, plug and casing, the earth continuity and insulation resistance readings, and the next due date. Submitted once per appliance, the entries become the register a client asks for.

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Test and tag record

Voltwise Test and Tag, Ballarat. One entry per appliance. The visual inspection comes first; an item that fails it is not electrically tested and is tagged out of service.

Site and appliance

Visual inspection

PassFailN/A
Flexible cord and outer sheath
Plug pins and plug body
Cord grip and strain relief
Appliance casing
Rating and markings

Readings

Photograph the damage and the Danger tag fitted to the plug.

Every field, and what it collects

The complete field list, in the order respondents meet it.

Site and appliance

Client siteShort textRequired
EnvironmentSingle choiceRequired
Options: Construction · Factory or workshop · Office · Hire equipment
Appliance and asset IDShort textRequired
ClassSingle choiceRequired
Options: Class I, earthed · Class II, double insulated

Visual inspection

Visual checksRating gridRequired
Statements:
  • Flexible cord and outer sheath
  • Plug pins and plug body
  • Cord grip and strain relief
  • Appliance casing
  • Rating and markings

Readings

Earth continuity, ohmsNumber
Insulation resistance, megohmsNumber
Tag colour this periodDropdownRequired
Options: Red · Green · Blue · Yellow
Next test dueDateRequired
Photo of the failed itemPhoto upload
Photograph the damage and the Danger tag fitted to the plug.
Tester signatureSignatureRequired

What each field on this form collects

Client site and environment sit on one row, the appliance with its asset ID and the class on the next. The visual grid has five rows: cord and sheath, plug pins and body, cord grip, casing, and rating and markings. Two number fields take the earth continuity reading in ohms and the insulation resistance in megohms. The tag colour and next due date share a row, then a photo of any failed item and the tester's signature. Each submission is one line of the register.

What test and tag is, and when it is required

Test and tag is the inspection and testing of portable electrical equipment under AS/NZS 3760, finished by fixing a tag showing the date, the tester and the next due date. Whether it is a legal requirement depends on the state and the workplace: construction sites, hire equipment and some hostile environments carry specific rules, while elsewhere it is one way of meeting the general duty to keep electrical equipment safe. Energy Safe Victoria and WorkSafe Victoria publish the Victorian position. The visual inspection always comes first, because most faults are visible and an item with a cut sheath is not plugged into a tester.

The construction colour code

On construction sites a coloured tag shows at a glance which test period an item belongs to, so a site manager can spot an out of date tag across a room. The colour changes each period on a set rotation. The form asks the tester to record the colour used, so the register and the tags on the gear agree. Outside construction, colours are optional, and many testers use a single tag colour with the due date written on it.

How to adapt this form

A tester who also checks RCDs adds a section for trip time readings and the push button test. A school that tests its own gear adds the room or department instead of the client site. A hire company adds the hire item number and the outcome of the return check, so a damaged lead is tested before it goes out again.

What makes this form work

Readings, not just Pass

Earth continuity in ohms and insulation resistance in megohms are number fields. A register with readings shows drift over time and stands up better than a column of ticks when a client is audited.

Class decides the earth test

Class I, earthed, or class II, double insulated, is a required choice. A class II item has no earth to test, so the earth continuity field is left blank for it rather than filled with a meaningless number.

One appliance, one entry

Each submission records one item, and the thank you button says next appliance. Exported, the responses are the register itself, sorted by site, asset and due date.

Questions people ask

How often does test and tag need to be done?

AS/NZS 3760 sets intervals by environment, from short intervals for construction and hire to several years for some low risk office equipment. State rules can be stricter, especially for construction. Check the current edition of the standard and your regulator, and record the next due date on every item.

Is test and tag a legal requirement in Australia?

In some places and industries, yes, such as construction sites and certain hostile environments in several states. Elsewhere it is a common way to meet the duty to keep electrical equipment safe, alongside other controls such as RCDs. Your state electrical safety regulator explains what applies to your workplace.

Do new appliances need to be tagged?

Many workplaces tag new equipment on arrival with a new to service tag, and AS/NZS 3760 describes how new equipment is treated before its first test. Some construction rules require tagging before first use on site. Record new items in the register so their first due date is not missed.

Can the register be printed for a client?

Each entry can be saved as a PDF, and the whole register can be exported to CSV and formatted in a spreadsheet as the client report. The CSV has one column per field and the first column is the submission time, so the report can be sorted by site or due date.

Who can do test and tag?

A competent person as defined by AS/NZS 3760 and your state rules, which in practice means a licensed electrician or a person trained and assessed in testing and tagging. The signature field records who tested each item, so the register shows that the tester was competent.

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Other form examples

Want the steps in the builder? Read Export the register to CSV, then Limit the form to your testers. For everything this generator can do, see the form maker.

Sources

Written and checked by the OneCraft team. Last checked .