Can portable appliance testing (pat, test and tag) move from a fixed interval to a condition-based check?

Partly: part of the task converts to a condition and part stays on the calendar. The duty to maintain electrical equipment is statutory; the test interval is set by risk assessment in the UK (IET Code of Practice) and by AS/NZS 3760 in Australia, where it is prescribed by environment (for example six months for tools on construction sites).

What condition would trigger portable appliance testing (pat, test and tag) instead of the calendar?

Partly. A user check before use catches damaged leads and plugs, and the formal test interval is risk-based, so a low-risk office appliance can move to a longer interval while workshop tools stay short.

What reading proves portable appliance testing (pat, test and tag) was done?

Earth continuity resistance, insulation resistance, lead and plug condition. Observed by: Formal visual inspection and combined test with a PAT tester.

What evidence does portable appliance testing (pat, test and tag) produce for an ISO 55001 or ISO 45001 audit?

Test register per appliance with the asset number, readings, result and next test date

Every task type · Electrical

Portable appliance testing (PAT, test and tag)

The interval is yours to set from risk, which is the conversion: office equipment on a four-year interval, workshop tools on six months. What does not convert is the test itself.

partly

part of the task converts to a condition and part stays on the calendar

Formal visual inspection and combined test with a PAT tester

how the condition is observed

Electrical

asset class

Condition that replaces the interval: Partly. A user check before use catches damaged leads and plugs, and the formal test interval is risk-based, so a low-risk office appliance can move to a longer interval while workshop tools stay short.
Reading that proves it: Earth continuity resistance, insulation resistance, lead and plug condition
Why the interval stays: The duty to maintain electrical equipment is statutory; the test interval is set by risk assessment in the UK (IET Code of Practice) and by AS/NZS 3760 in Australia, where it is prescribed by environment (for example six months for tools on construction sites).
Evidence an auditor accepts: Test register per appliance with the asset number, readings, result and next test date
First move: Split the appliance list by environment and give each environment its own interval; one interval for everything is what makes PAT look like theatre.

What it is evidence for

Clause references from a human-verified corpus licensed to Maintenance Log Converter. A clause marked reference is named, not reproduced.

Calendar tasks a monitored condition could replace ISO 55001:2014 9.1 · ISO 55001:2014 8.1 · ISO 55001:2014 6.2.2 · ISO 55001:2014 8.2 · ISO 55001:2014 10.3 · ISO 45001:2018 8.1.3

ISO 55001:2014 9.1 Monitoring, measurement, analysis and evaluation

The organization determines what needs to be monitored and measured, the methods for monitoring, measurement, analysis and evaluation to ensure valid results, when monitoring and measuring is performed, and when results are analysed and evaluated. It evaluates and reports on asset performance, asset management performa...

Evidence an auditor accepts: Performance measurement framework covering asset, asset management and system performance; Condition, reliability and cost data with defined collection methods; Periodic performance reports (financial and non-financial)

ISO 55001:2014 8.1 Operational planning and control

The organization plans, implements and controls the processes needed to meet requirements and to implement the actions determined in planning, including the actions to address risks and opportunities and the asset management plans. It establishes criteria for the processes, implements control in accordance with the cri...

Evidence an auditor accepts: Procedures and work instructions for life-cycle activities (acquire, operate, maintain, renew, dispose); Process criteria and performance measures; Work records demonstrating activities carried out as planned

ISO 55001:2014 6.2.2 Planning to achieve asset management objectives

The organization integrates the planning to achieve asset management objectives with other organizational planning, including financial, human resources and other support functions. It establishes, documents and maintains asset management plans that define the decision-making method and criteria, the processes and meth...

Evidence an auditor accepts: Asset management plans per asset class or system with activities, resources, owners and dates; Documented decision-making method and criteria for prioritising activities; Life-cycle cost or whole-of-life models supporting the plans

ISO 55001:2014 8.2 Management of change

Risks associated with any planned change, permanent or temporary, that can have an impact on achieving the asset management objectives are assessed before the change is implemented, and the organization ensures such risks are managed in accordance with 6.1 and 6.2.2. The organization controls planned changes and review...

Evidence an auditor accepts: Change management procedure covering assets, processes, organization and suppliers; Change risk assessments prior to implementation; Post-implementation reviews of unintended consequences

ISO 55001:2014 10.3 Continual improvement

The organization continually improves the suitability, adequacy and effectiveness of its asset management and its asset management system.

Evidence an auditor accepts: Improvement register with sources (audits, reviews, performance analysis, incidents); Evidence of improvements implemented and their measured effect; Trend of performance measures over time

ISO 45001:2018 8.1.3 Management of change

The organization establishes processes for the implementation and control of planned temporary and permanent changes that impact OH&S performance, including new products, services and processes or changes to existing ones (workplace locations and surroundings, work organization, working conditions, equipment, workforce...

Evidence an auditor accepts: Management of change procedure covering all listed change types; Change risk assessments before implementation; Records of unintended changes reviewed and mitigated

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Fixed electrical installation inspection (EICR) · RCD or GFCI trip test