Free compliance & maintenance checklists

An in-service inspection and test record for testing and tagging of portable electrical equipment — visual inspection, earth continuity and insulation resistance, RCD checks and tagging, with pass / fail / N/A columns and space for defects.

A periodic electrical safety inspection and verification record — supply and main switchboard, RCDs, wiring, earthing and accessories — aligned to AS/NZS 3019, with a satisfactory / unsatisfactory result and space for defects.

A switchboard inspection and condition assessment — enclosure and mounting, protective devices, terminations, labelling and thermal / condition checks — with defects, a risk rating and recommendations.

A routine electrical service and maintenance visit record — switchboard and supply, protection, accessories and general condition — capturing work performed, defects and recommendations.

An RCD (safety switch) test record — push-button and trip-time results for each device — aligned to AS/NZS 3760, with pass / fail results, test dates and the next test due.

An in-service inspection and test (test & tag) report — visual checks, earth continuity and insulation-resistance results and tagging — aligned to AS/NZS 3760, with a tested-items summary and next-test interval.

A 6-monthly discharge test and inspection record for emergency and exit lighting — fitting condition, the discharge (duration) test and results — aligned to AS 2293.2, with defects and sign-off.

An infrared thermographic survey report for electrical equipment — survey conditions and load, findings with measured temperatures and severity, and recommended actions for hot-spots and faults.

A service and test record for standby / backup generator sets — engine, fluids and battery, controls and transfer, plus run and load tests — with readings, defects and the next-service date.

A solar PV maintenance and inspection record — array and mounting, inverter, isolators, wiring and performance — aligned to AS/NZS 5033, with readings, defects and recommendations.

An installation and commissioning report for EV charging equipment — supply and circuit details, protection and RCD checks, charger configuration and functional tests — aligned to AS/NZS 3000, with results and sign-off.

A certificate of compliance for electrical installation work — describes the work, the standards applied and the electrician’s declaration that the installation is safe and compliant. Issue alongside any official certificate your state or territory requires.

A project completion and handover certificate — records the works completed, documents and manuals handed over, warranties, test results and client sign-off at the end of a job.

A defect report for electrical installations — logs each defect, its risk / priority and the recommended rectification, with photos and sign-off, so issues can be tracked through to close-out.

A register of electrical assets — equipment, locations, ratings, install dates and service status — to track and plan maintenance across a site.

A routine (scheduled) preventive maintenance record for heating, ventilation and air-conditioning — filters and coils, fans and belts, refrigerant and electrical checks, condensate and controls — aligned to AS/NZS 3666, with results and space for defects.

A service callout and fault-rectification record for HVAC — the reported fault, work performed, parts used and outcome — with recommendations and sign-off.

A compliance and maintenance inspection report for air-conditioning — unit condition, filters and coils, refrigerant and electrical checks and operation — aligned to AS/NZS 3666, with a satisfactory / unsatisfactory result and defects.

A comprehensive annual review and compliance statement for HVAC systems — summarises the year's servicing, outstanding defects and compliance against AS/NZS 3666 and manufacturer requirements, with sign-off.

A performance verification report for HVAC systems — airflow, temperatures, pressures and efficiency measured against design — with pass / fail results and recommendations.

A commissioning report for new HVAC installations — installation checks, functional and performance testing, balancing and handover — with results, settings and sign-off.

A refrigerant leak detection, repair and handling record — leak testing, location and repair, recovered / charged quantities and ARCtick handling details — for compliant refrigerant management.

An indoor air quality (IAQ) assessment report — temperature, humidity, CO2 and comfort readings by zone against guidance levels — with findings and recommendations to improve health and comfort.

A lifecycle assessment and capital-expenditure planning report for HVAC assets — condition rating, remaining service life and replacement recommendations to support budgeting.

A defect report for HVAC systems — logs each issue, its risk / priority and the recommended repair, with photos and sign-off, so faults can be tracked through to close-out.

A scheduled inspection and maintenance record for plumbing, drainage and hot water — fixtures and taps, hot water systems, backflow prevention, drainage and leaks, with pass / fail / N/A columns and space for defects.

A ready-to-run ~10-minute toolbox talk on working at heights — covers the key fall hazards (unprotected edges, ladders, fragile roofs, scaffolds and EWPs, falling objects) and the safe-work controls, with space to record the date, site, presenter and worker attendance.

A permit to work authorising work at height — confirms fall protection, edge protection, anchor points, access equipment and rescue arrangements are in place before work starts, with authorisation and sign-off.

A permit to work authorising spark- or flame-producing work — confirms the fire watch, extinguishers, combustible clearance and post-work monitoring are in place, with authorisation and sign-off.

A permit to work authorising entry into a confined space — confirms atmospheric testing, ventilation, isolation, rescue arrangements and a standby person are in place, with an entry log and sign-off.

A permit to work authorising electrical isolation and lock-out / tag-out — records the isolation points, locks and tags applied, the verify-dead test and the restoration steps, to keep workers safe during de-energised work.

A permit to work authorising excavation and ground penetration — confirms underground-service location (Dial Before You Dig), shoring or benching, and spoil and access controls are in place, with authorisation and sign-off.

A permit to work authorising the handling or storage of hazardous substances — confirms SDS review, controls, PPE, spill response and storage requirements are in place, with authorisation and sign-off.

A permit to work authorising asbestos removal or disturbance — confirms the licensed class, control plan, containment, PPE / RPE and air monitoring are in place before work starts, with authorisation and sign-off.

A permit to work authorising demolition and structural removal — confirms service isolation, hazardous-material checks, exclusion zones and the demolition method are in place, with authorisation and sign-off.

A permit to work authorising crane and lifting operations — confirms the lift plan, equipment certification, exclusion zones and rigging checks are in place, with authorisation and sign-off.

A permit to work authorising pressure testing of systems and pipework — confirms test limits, exclusion zones, gauges and relief arrangements are in place, with authorisation and sign-off.

A permit to work authorising works affecting traffic and public access — confirms the traffic management plan, signage, controllers and pedestrian provisions are in place, with authorisation and sign-off.

A permit to work authorising out-of-hours work — confirms lighting, supervision, security, notifications and lone-worker controls are in place, with authorisation and sign-off.