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Portable appliance testing

Portable appliance testing is a engineering topic covered in the lgStudy science library. This page brings together a partial reference excerpt, illustrations, worked examples, real-world applications and a short study plan, so you can understand Portable appliance testing rather than just read about it. In short: In electrical safety testing, portable appliance testing (PAT inspection or PAT testing) is a process by which electrical appliances are routinely checked for safety, commonly used in the United Kingdom, Ireland, New Zealand and Australia. In Australia and New Zealand it is commonly known as Test and Tag.

Portable appliance testing — main illustration
Portable appliance testing — illustration

Key takeaways

  • Portable appliance testing belongs to engineering; place it in that map before memorising details.
  • Learn the definition first, then one example that makes the definition concrete.
  • Connect Portable appliance testing to a quantity you can measure, compute or draw — that is where exam questions come from.
  • Reproduce the core statement of Portable appliance testing from memory before moving on to harder problems.

Reference excerpt

In electrical safety testing, portable appliance testing (PAT inspection or PAT testing) is a process by which electrical appliances are routinely checked for safety, commonly used in the United Kingdom, Ireland, New Zealand and Australia. In Australia and New Zealand it is commonly known as Test and Tag. The formal term for the process is In-service Inspection & Testing of Electrical Equipment. Testing involves a visual inspection of the equipment and verification that power cables are in good condition. Additionally, other tests may be done when required, such as a verification of earthing (grounding) continuity, a test of the soundness of insulation between the current-carrying parts, and a check for any exposed live metal that could be touched. The formal limits for a pass/fail of these electrical tests vary somewhat depending on the category of equipment being tested. Other countries have similar procedures, for example, testing of equipment according to DGUV Vorschrift 3 in Germany.

Purpose Health and safety regulations require that electrical appliances are safe and well maintained to prevent harm to workers. Many equipment manufacturers recommend testing at regular intervals to ensure continual safety, with the interval between tests varying based on both the type of appliance and the environment in which it is to be used. The European Low Voltage Directive governs the manufacture or importation of electrical appliances. Compliance with these standards has to be declared and indicated by the display of the CE mark on the product. The responsibility for testing lies with the manufacturer or the importer and is policed by Trading Standards. In Australia and New Zealand the standard used is AS/NZS3760. Testing equipment has been specifically developed for PAT inspections, based on the testing equipment used by manufacturers to ensure compliance with the British Standard Code of Practice and European product standards relevant to that type of appliance. This in turn allows testing and the interpretation of results to be de-skilled to a large extent. The inspection of the appliances can largely be carried out in-house in many organisations. This can result in cost savings and more flexibility as to exactly when a PAT is carried out.

UK legal obligations

Appliances British law (the Electricity at Work Regulations 1989) requires that all electrical systems (including electrical appliances) are maintained (so far as it is reasonable and practicable) to prevent risk of injury or danger. Domestic premises are not covered by this legislation, although occupiers' liability requires householders not to deliberately expose occupants or visitors to unreasonable risks. The HSE and the local authority are responsible for the policing of this legislation.

Fixed wiring in buildings Guidance from the IET (published under the IEE brand) and the Health and Safety Executive (HSE) recommends that a competent person must inspect the installation regularly in any public building or a place that people work. They suggest initial intervals for combined inspection and testing that range from three months (for construction equipment) to one year, and in many cases, longer periods for re-testing (certain types of appliance in schools, hotels, offices and shops). Although the Electricity at Work Regulations 1989 is an obligation on UK businesses, there is no obligation to undertake PAT inspection. In reality neither act nor their corresponding regulations and associated statutory instruments detail PAT inspection as an obligation, but rather impose a requirement of maintenance of safety and evidence of routine maintenance for all hand-held, portable and plug-in equipment. Today a great many private companies and other organizations do meet their legal obligations to protect their workers by an enforced PAT regime, but it is not the only route. Recent HSE publications have relaxed their tone somewhat to acknowledge this, and now point out that in many situations an annual PAT test is disproportionate to the risks and is often not required. In 2011, the HSE reviewed its approach to portable appliance maintenance in its own offices. Thinking about the type of equipment in use, and how it was used, the HSE looked back at the results from its annual testing of portable appliances across its estate over the last five years. Using the results of the previous tests, the HSE decided that further portable appliance tests are not needed within the foreseeable future or at all for certain types of portable equipment. Also, they decided to continue to monitor any faults reported as a result of user checks and visual inspections and review its maintenance system if evidence suggests that it needs revising. Electrical equipment will continue to be maintained by a series of user checks and visual inspections by staff that have had some training. Annual portable appliance testing is not always necessary in low risk environments. In practice, decisions about when to test often take into account how equipment is used on a daily basis and the conditions it operates in. You do not need to be qualified as an electrician to carry out visual inspections. Regular user checks and visual inspections can be a good method of maintaining portable electric equipment. For landlords maintaining legal requirements it is not compulsory for them to have all appliances tested, but they do need to show a "duty of care" and most letting agents recommend that a test certificate is obtained.

… excerpt ends here. Continue reading the full article.

Illustrations

Portable appliance testing: A common label for certifying that a device has been tested.
A common label for certifying that a device has been tested.
Portable appliance testing: Modern PAT testers may include a test function for portable RCDs
Modern PAT testers may include a test function for portable RCDs

Worked examples

Example 1 — a first encounter with Portable appliance testing

Start with the simplest possible case. Write down what Portable appliance testing claims or describes in one sentence, then invent the smallest concrete situation in which that sentence is true. In engineering, the smallest case is usually a single object, a single equation or a single measurement. Check that every symbol or term in your sentence has a meaning in that case.

Example 2 — changing one variable

Take the situation from Example 1 and change exactly one quantity: double it, halve it, or set it to zero. Predict what should happen to Portable appliance testing before you calculate. Comparing your prediction with the result is the fastest way to find out whether you understand the idea or only the words.

Example 3 — an exam-style question

Typical questions about Portable appliance testing ask you to (a) state it precisely, (b) apply it to given data, and (c) explain a limitation. Practise writing all three answers in under five minutes; the third part is what separates a full-mark answer from an average one.

Applications of Portable appliance testing

In research
Portable appliance testing appears in engineering research whenever the underlying quantities have to be modelled precisely. Papers usually cite it as a starting assumption and then explore where it breaks down.
In technology and industry
Engineering practice reuses Portable appliance testing in design rules, simulations and safety margins. Knowing the idea lets you read a specification sheet and understand why the numbers look the way they do.
In the classroom
Portable appliance testing is common in secondary-school and first-year university syllabi. It links to neighbouring topics Electrical safety in the United Kingdom, Electrical tests, Occupational safety and health, so understanding it makes those chapters shorter.
In everyday life
Look for Portable appliance testing outside the textbook — in sport, cooking, traffic, electronics or the sky above you. An example you found yourself is remembered far longer than one you were given.

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How to study Portable appliance testing in 20 minutes

  1. Read the reference excerpt below once, without taking notes.
  2. Close the page and write down what Portable appliance testing means in your own words.
  3. Compare your version with the excerpt and mark what you missed.
  4. Work through the three examples above with pen and paper.
  5. Explain Portable appliance testing out loud to somebody else — or to Teacher Smith in the lgStudy chat.

Frequently asked questions

What is Portable appliance testing in simple terms?

In electrical safety testing, portable appliance testing (PAT inspection or PAT testing) is a process by which electrical appliances are routinely checked for safety, commonly used in the United Kingdom, Ireland, New Zealand and Australia. In Australia and New Zealand it is commonly known as Test a…

Why does Portable appliance testing matter?

Because it connects several engineering ideas at once: it gives you a definition you can apply, a quantity you can calculate, and a way to check whether a result is plausible.

How should I study Portable appliance testing?

Read the excerpt, restate it from memory, then work through the examples and applications listed on this page. The five-step study plan above takes about twenty minutes.

What does this page cover?

It gives you a compact reference excerpt plus original lgStudy explanations, examples, applications and study material on Portable appliance testing.

Tags

  • Electrical safety in the United Kingdom
  • Electrical tests
  • Occupational safety and health
  • Product testing
  • Safety engineering

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