SkillsTech Australia

Records & ReportsUEE31307 Certificate III in Refrigeration and Air Conditioning

Stage 2

Units: UEEPOO1,2,3BWarren Turnbull/Chris Hungerford

4/19/23

SkillsTech Australia

Purpose of a report

• collect data and present the findings? – Testing, commissioning, fault finding.

• analyse a situation or activity?– Risk assessment, quoting.

• review and evaluate the literature on a topic and identify issues?

• All forms of reports fulfil different functions.

AudienceThink carefully about all the

potential readers of a report, and ask:

• Who will read the report?

• What are the audience's needs, eg information, ideas, etc?

• How much detail needs to be included in the report?

Types & content of reports

Reports are written for different purposes. They therefore contain different information and structures, including headings and subheadings, and these form the outline of the report.

Types & content of reports

Short report

• Title

• Introduction

• Discussion or results

• Recommendations

• References

Types & content of reports

Science report • Title page • Introduction • Method & materials • Results • Discussion • Conclusion • Appendices • References

Types & content of reports

Business report • Title page • Executive summary • Table of contents • Introduction • Discussion • Conclusion • Recommendations • Appendices • References

Types & content of reports

Engineering report• Title page • Executive summary (optional) • Introduction • Objectives • Analysis, results • Discussion • Recommendations & action plan • Conclusion • Appendices • References

Types & content of reports

Research report• Title page • Executive summary • Introduction • Method / methodology • Results / findings • Discussion • Conclusions • Recommendations • Appendices • Bibliography

Test results report159 Certificate of testing and compliance(1) A licensed electrical contractor who connects an electrical installation on which electrical

work has been performed to a source of electricity must, as soon as practicable after the connection, give the person for whom the work was performed a certificate, complying with this section, about the testing of the electrical installation required under this part.

Maximum penalty—40 penalty units.(2) The certificate must state the following—(a) the name and address of the person for whom the work was performed;(b) the electrical installation tested;(c) the day the electrical installation was tested;(d) the number of the electrical contractor licence under which the electrical installation was

tested.(3) The certificate must certify that the electrical installation, to the extent it is affected by the

electrical work, has been tested to ensure it is electrically safe and is in accordance with the requirements of the wiring rules and any other standard applying under this regulation to the electrical installation.

(4) A licensed electrical contractor must keep a copy of a certificate given under this section for at least 5 years after the certificate is given.

Maximum penalty for subsection (4)—20 penalty units.

Purpose of Records

Record keeping is a key component of managing a business. Records are needed not only for legal, financial and taxation purposes but also for maintaining a permanent record of the business, analysing the business, monitoring day-to-day activities, and future planning.

Computers

Computers are rapidly becoming the preferred and most efficient form of record keeping.

Software is continually being developed, enabling relevant information to be entered quickly and easily.

Such programs not only store information but can be used to analyse data and generate simple or detailed production and financial summaries.

Employee data,

holidays, sick

Risk Assessment

OH&S

Recording records

Job cards

FillingPaper or electronic

Old Records

bin

Questions & inquiriesResearch

Data

Mailing & promotions

Mailing & promotions

Bright ideas

$One part of the business puzzle

Secure but time intensive

Invoices &receipts Government

requirements

Record information detail

• Accuracy

• To the point

• Neatness & readable

• Spelling correctness

• Logical order

• Follow industry process

• Filed/stored/logged as per procedureThe record needs to be fully complete with all sections fulfilled.

Types of work records

• Hours of work • Materials used.• Stock take • Job lists• Risk assessments• Safety equipment tests• Electrical Test

equipment tests• Client contacts

• Electrical test results• Mechanical test results.• Log books• Training records• Qualification records• Incident records• MSDS

Work Record required by Regulations

Electrical Safety Regulation 2002Part 2 Electrical work15 Certificate of testing and safety(1) This section applies if a licensed electrical contractor performs

electrical work that must be tested under this division.

(2) The contractor must, as soon as practicable after the testing, ensure that the person for whom the electrical work was performed is given a certificate complying with this section.

(5) A licensed electrical contractor must keep a copy of a certificate given under this section for at least 5 years after the certificate is given.

Maximum penalty for subsection (5)—20 penalty units.

Electrical Safety Regulation 2002Part 2 Electrical work17 Testing and maintenance of safety equipment

(1) An employer or self-employed person must ensure that—(a) safety equipment is used in the performance of electrical work; and(b) the safety equipment is—(i) a suitable type for the electrical work being performed; and(ii) maintained so that it is

(2) The employer or self-employed person must keep records of the tests performed under subsection (1)(b)(iii) for at least 5 years.

Maximum penalty for subsection (2)—20 penalty units.

Work Record required by Regulations

Electrical Safety Regulation 2002197 Recording serious electrical incident or dangerous electrical event

(1) This section applies if an employer or self-employed person is required under this part to notify the chief executive of a serious electrical incident or a dangerous electrical event.

(2) The employer or self-employed person must make and keep a record of the incident or event in accordance with the requirements of this section.

Maximum penalty—20 penalty units.

(3) The record of the incident or event must be made in the approved form—(a) within 3 days after the employer or self-employed person becomes aware

of the happening of the incident or event; or(b) if the employer or self-employed person is incapacitated by the incident or

event—as soon as reasonably practicable after the employer or self-employed person is no longer incapacitated.

(4) The record must be kept for 3 years.

Work Record required by Regulations