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Electrical

EICR Checklist and Site Notes

An electrician's working checklist for an Electrical Installation Condition Report in the UK: the purpose and extent agreed with the client, limitations, previous reports and records seen, supply and earthing readings, each consumer unit or distribution board, a visual walk of the installation, circuit-by-circuit test results typed as measured, coded observations (C1, C2, C3, FI), the overall result and the next inspection date. It is the field record behind the formal report, not the report itself. British spelling, UK practice.

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A landlord or agent checking a let home between electrical inspections, rather than an electrician testing it? Use the routine visit form: Landlord inspection

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1

Job and Client

Whose installation, where, and who is doing the work.

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These are your site notes for a periodic inspection and test. They are not an Electrical Installation Condition Report. The formal report must be issued by a qualified person on the model form your registration scheme provides.

2

Purpose, Extent and Limits

What the client wants the report for, what it covers, and what it will not.

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Name the parts in and out: the main building, outbuildings, garden supplies, landlord's supply to common areas, and so on.

Your agreed sampling level. Say in the notes if you went further.

e.g. No power-down of the server room — business hours only.

Rooms you could not enter, boards you could not safely open, circuits that could not be isolated, cables hidden in the fabric.

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3

Previous Report and Records

What paperwork already exists and what it says.

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Answer No and the questions about it fold away.

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4

Supply and Earthing

The supply as it arrives, the earthing and bonding, and the readings at the origin.

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As found at the intake, not as assumed.

mm²
mm²

Anything missing should be raised as an observation with its code.

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5

Consumer Units and Boards

Each board, where it is, how it protects, and the state it is in.

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Boards

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6

Visual Inspection

A walk of the whole installation before and between tests.

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Mark each area as you look at it. Where there is a concern, add it to Observations with its code so it is reported once.

Choose "Not looked at" if there are none, and say so in the notes.

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7

Circuits and Test Results

One entry per circuit, readings as measured, your own call on each.

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Type each reading as you took it and leave a box empty rather than guess. Nothing here is calculated: you decide whether each circuit is within limits.

Calibration dates help if the readings are ever questioned.

Circuits

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8

Observations

Every defect, where it is, and how you code it.

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Codes: C1 danger present, act now. C2 potentially dangerous, urgent work needed. C3 improvement recommended. FI investigate further before it can be coded. The code is your judgement.

Observations

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Answer No and this folds away.

9

Overall Result and Next Inspection

Your conclusion, when it should be looked at again, and sign-off.

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Its general state, the main problems, and what the client should do first.

By the usual convention, any C1, C2 or FI observation means unsatisfactory. The answer is yours.

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An EICR checklist is the set of notes an electrician keeps while carrying out a periodic inspection and test: what the client asked for, what could and could not be reached, what the intake and the boards look like, what each circuit measured, and how every defect was coded. This template is that field record. It is not an Electrical Installation Condition Report — the formal report must still be issued by a qualified person on the model form their registration scheme provides. What this gives you is a tidy, photographed, dated record to write it from. Fill it in here and download the PDF without an account, or speak while you walk, and the document writes itself.

A field record, not the certificate

The formal condition report has a set structure, and the electrician's scheme supplies the form — paper, software or both. Clients, letting agents and insurers expect to see that form, signed by the person who did the work and, where the scheme requires it, reviewed by a qualified supervisor. Nothing on a third-party checklist can stand in for it, and this one does not try to.

What usually goes wrong is not the form but the notes behind it. Readings scribbled on the back of a job sheet, a board photographed without its label, a limitation agreed on the doorstep and never written down. This checklist keeps all of that in one place, in the order you work, so writing up the formal report becomes copying, not remembering.

Agree the extent and the limits before you start

Most disputes about a condition report are disputes about scope. Did it cover the garage? The outbuilding supply? The loft that was boarded over? How much of the accessories were opened up? The first section records why the client wants the report, which parts of the installation it covers, how much sampling you agreed, and what you could not do on the day and why.

Write limitations as they happen. A locked room, a tenant who would not allow a power-down, a board you could not safely open — note it with a reason and, where it helps, a photo. A limitation that is written down protects you; one that is only remembered does not.

Readings typed as you take them

For each circuit, the form asks for the protective device, the cable, and the readings you took: continuity, insulation resistance, polarity, earth fault loop impedance, and the RCD trip time where one protects it. It does not calculate a pass or fail. The right limit depends on the device type and rating, the cable, the temperature correction and the tables you work from, and that judgement is yours.

So each circuit ends with one plain question you answer yourself: within limits for this circuit? If the answer is no, raise an observation with its code, so the defect appears once, in the list the client will actually read.

Coding observations

The four codes most electricians in the UK use are C1 for danger present, C2 for potentially dangerous, C3 for improvement recommended, and FI where something needs further investigation before it can be coded. Each observation here records what you found, where, its code, any regulation you want to cite, whether it was made safe on the day, and a photo.

C1 and C2 appear in the report's findings as safety items, FI as a repair item and C3 as one to monitor. By the usual convention any C1, C2 or FI makes the installation unsatisfactory overall; the form reminds you of that, but leaves the overall answer to you.

Who this suits

Domestic and commercial electricians who carry out periodic inspections for landlords, homeowners, buyers and businesses, and contractors who want every engineer's site notes to look the same. Landlords in England must have the electrical installation in a let home inspected and tested at least every five years; the notes for that inspection are exactly what this form is for.

Common questions

Is this an EICR?

No. It is the electrician's working record behind one. The formal Electrical Installation Condition Report must be issued by a qualified person on their own scheme's model form. Use this to collect the information, then write the report up on that form.

Does the form work out whether a reading passes?

No. Readings are typed as measured. Limits depend on the device, the cable and the tables you use, so each circuit has a yes or no you answer yourself: within limits for this circuit?

What do C1, C2, C3 and FI mean?

C1 means danger is present and needs action straight away. C2 means potentially dangerous and needs urgent remedial work. C3 means an improvement is recommended. FI means something needs further investigation before it can be properly coded.

Can a landlord use this to check their own property?

Not in place of an electrician. The inspection and testing must be done by a qualified and competent person. A landlord checking a home between inspections should use a visual walk-round form instead, such as a landlord inspection.

How should limitations be recorded?

In the first section, before testing, write what was agreed with the client and why. During the job, add anything you could not reach, open or power down, with the reason. Both carry through to the PDF.