SkillsTech Australia
Records & Reports
UEE31307 Certificate III in Refrigeration and Air Conditioning
Stage 2
Units: UEEPOO1,2,3B
Warren Turnbull/Chris Hungerford
Saturday, July 29, 2017
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.
Audience
Think 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 report
159 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-today 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.
Recording records
Invoices &
receipts
Employee
data,
holidays,
sick
Government
requirements
Job
cards
Risk
Assessment
OH&S
Filling
Paper or electronic
$
Research
Data
Mailing &
promotions
Secure but
time intensive
Bright
ideas
Old
Records
bin
Questions &
inquiries
One part of the business puzzle
Record information detail
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•
•
•
•
•
•
Accuracy
To the point
Neatness & readable
Spelling correctness
Logical order
Follow industry process
Filed/stored/logged as per procedure
The 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
•
•
•
•
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Electrical test results
Mechanical test results.
Log books
Training records
Qualification records
Incident records
MSDS
Work Record required by Regulations
Electrical Safety Regulation 2002
Part 2 Electrical work
15 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.
Work Record required by Regulations
Electrical Safety Regulation 2002
Part 2 Electrical work
17 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 2002
197 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 selfemployed person is no longer incapacitated.
(4) The record must be kept for 3 years.