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Free template

Electrical asset register template

The structure we use on real sites, as a spreadsheet you can open in Excel, Numbers or Google Sheets. No email required, and it is yours whether or not you ever call us.

Download the template (CSV)

What is in it

Two sheets in one file: the item register, and a zones sheet where you record the reasoning behind each interval. The second one is the part auditors ask for and the part almost nobody has.

ColumnExampleWhat it is for
Item IDWKO-B1-WS-0142Unique. Matches the label on the item.
DescriptionMakita 100mm angle grinderFindable by a human, not a part number.
CategoryHand toolHand tool / lead / IT / appliance / portable RCD.
ZoneWorkshopMust match a zone on the Zones sheet.
LocationBuilding 1, main benchWhere it normally lives.
ClassII or II. Determines which tests apply.
Date in service2024-03-11Starts the clock for new equipment.
Last test date2026-06-18ISO dates sort correctly. Use them.
ResultPassPass / Fail / Removed from service.
TesterT WaiteA person, not just a company.
Next due date2026-09-18The field everything else exists to produce.
Interval3 monthsFrom the zone, adjusted for the item.
ReasoningHand-held, flexing lead, workshop zoneThe risk-assessment justification. Do not leave blank.
NotesCord replaced 2025-11, re-testedFailures, repairs, anything unusual.

How to use it

  1. Delete the first three rows, which are just a header.
  2. Fill in the Zones block first. Zones drive intervals, so get them right before you record a single item.
  3. Walk the site zone by zone, completing one room before moving on.
  4. Give every item an ID that encodes site, building, zone and a sequence — and never encode the interval or the year, because both change.
  5. Fill the Reasoning column. A date with no justification is a number someone picked.
  6. Sort by Next due date to run the programme.
Own your data. This is a plain CSV on purpose. It opens anywhere, in ten years, without a licence, and it moves with you if you change provider. If your records currently live in someone else’s proprietary system, ask them what happens when you leave — the answer should be an unconditional export.

Would rather not build it yourself?

Building the register is most of what a first visit from us consists of — including finding the equipment nobody knew about. The register we hand back is yours to take anywhere.

Request a site assessment Read the full how-to guide