How to prepare your workplace for test and tag

Build a useful scope before the visit

Prepare a rough item count, list the work areas involved and flag equipment that is difficult to access or cannot be disconnected at certain times. Exact numbers are not always possible, but a sensible estimate makes quoting and scheduling more accurate.

Plan access to reduce disruption

Choose a site contact who can provide access and answer questions. Let staff know that equipment may need to be unplugged briefly, and identify busy periods, restricted rooms or critical devices before work starts.

Find equipment that is easy to miss

Include storerooms, cupboards, server areas, meeting rooms, staff kitchens and equipment kept in vehicles. Chargers and detachable leads may need to be presented with the equipment they support.

Identify equipment owned by contractors, employees or tenants so the site contact can confirm whether it belongs in the agreed scope.

Decide how you want assets recorded

Agree on useful location names such as Reception, Workshop Bay 2 or Level 1 Kitchen. Clear naming at the start produces a report that is easier to search, review and use during the next visit.

If your organisation already uses asset numbers, department codes or site naming rules, provide them before testing. Consistent data now saves work during audits and future retesting.

Prepare for action required items

Nominate the person who should be told when an item fails or needs review. Decide where equipment will be placed after it is removed from service and who can approve repair, replacement or disposal.

This simple process avoids a failed item being returned to use before the right person has assessed it.