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Workflow Scenario

Lighting & Electrical - Managing a Test, Inspection, and Certification Process

8 steps. EIC on completion day. Final invoice the same day.

Step by step
1
Inspector Booking at Second Fix MobilizationJobs

Book the inspector at second fix mobilization and confirm the visit date in writing. Record the inspection date in the job record and notify the project manager.

2
Progressive Inspection ScheduleeForms App

Brief the team on completing the inspection schedule tick-box list progressively as work proceeds. Assign responsibility to the site supervisor - not a retrospective task for inspection day.

3
Circuit-by-Circuit Testing During Second FixeForms App

Carry out continuity and IR tests circuit by circuit as each circuit is completed. Record measured values immediately. Correct defects before circuits are closed in.

4
Polarity and Test Schedule CompletionWorks Orders

On completion of second fix, carry out polarity checks across all circuits. Prepare the full test results schedule with values for every circuit. Confirm inspection schedule is complete.

5
Inspector VisitJobs

Inspector carries out RCD trip time tests and verifies Zs values. Inspection schedule reviewed together. Outstanding items identified for resolution before EIC can be issued.

6
Defect ResolutionWorks Orders

Resolve all C1 and C2 findings before the installation is energized or handed over. Document all remedial actions taken and update the test schedule.

7
EIC Completion and DeliveryeForms App

Complete the EIC form with all required declarations. Deliver the signed EIC and supporting test schedules to the client.

8
Final Invoice and Accounting SyncInvoices

Raise the final invoice the same day the EIC is delivered. Reference the EIC on the invoice. Sync to Xero, QuickBooks, or FreeAgent the same day.

What this workflow solves

We booked the inspector on the day we finished second fix and then waited 12 days for a slot - the final invoice was held up the entire time even though the job was physically complete.

Our electrician tested everything on the last day and found a continuity problem on a circuit that had already been plastered over - we had to cut into the wall and it cost us most of the final invoice payment in rework.

The client asked for the EIC three weeks after we finished and we couldn't find the test records - we had to chase the inspector to get them resent before we could issue the certificate and unlock the final payment.

Frequently asked questions

Who can sign an Electrical Installation Certificate?

The EIC requires three declarations: the designer, the installer, and the person responsible for inspection and testing. On straightforward jobs where one qualified electrician has carried out all three functions, one person can sign in all three capacities. On larger commercial installations, best practice separates the installer and inspector roles so testing is independent - this also satisfies requirements of schemes like NICEIC and NAPIT for certain work categories.

What happens if defects are found during testing?

C1 findings - danger present - must be rectified before the installation is energized, with no exceptions. C2 findings - potentially dangerous - must be resolved before the EIC is issued and the installation handed over. Minor observations may be noted on the certificate with a recommendation for future remedial action. The final invoice should not be raised until all C1 and C2 items are resolved and the signed EIC has been delivered to the client.

When should the inspector be booked on a commercial electrical project?

At second fix mobilization - not on the day second fix is complete. An independent inspector typically has a booking lead time of 5 to 14 working days on commercial projects. Booking late means the final invoice waits while the site is already finished and the installation team has moved on. Early booking keeps the inspection date visible to the whole project team and makes it a target the second fix timeline is planned around.

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