1. SkillsTech Australia Records & Reports Stage 2 Units: UEEPOO1,2,3B
UEE31307 Certificate III in Refrigeration and Air Conditioning
Stage 2
Units: UEEPOO1,2,3B
Warren Turnbull/Chris Hungerford
Wednesday, April 19, 2017
SkillsTech Australia

2. 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.

3. 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?

4. 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.

5. Types & content of reports
Short report
Title
Introduction
Discussion or results
Recommendations
References

6. Types & content of reports
Science report
Title page
Introduction
Method & materials
Results
Discussion
Conclusion
Appendices
References

7. Types & content of reports
Business report
Title page
Executive summary
Table of contents
Introduction
Discussion
Conclusion
Recommendations
Appendices
References

8. Types & content of reports
Engineering report
Title page
Executive summary (optional)
Introduction
Objectives
Analysis, results
Discussion
Recommendations & action plan
Conclusion
Appendices
References

9. Types & content of reports
Research report
Title page
Executive summary
Introduction
Method / methodology
Results / findings
Discussion
Conclusions
Recommendations
Appendices
Bibliography

10. 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.

11. 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.

12. 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.

13. Employee data, holidays, sick
Invoices &
receipts
Recording records
Government
requirements
Mailing & promotions
Bright ideas
Risk
Assessment
OH&S
Job cards
Employee data, holidays, sick
Filling
Paper or electronic
Old
Records
bin
Secure but time intensive
Questions &
inquiries $
Research
Data
One part of the business puzzle

14. Record information detail
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.

15. 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

16. Work Record required by Regulations
Electrical Safety Regulation 2002
Part 2 Electrical work
15 Certificate of testing and safety
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.

17. 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.

18. 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 self-employed person is no longer incapacitated.
(4) The record must be kept for 3 years.