®
www.electricalcertificates.co.uk,
[email protected], Call: 0333 772 0829
Presentation describing the process for efficiently
planning, controlling and monitoring EI&T
Electrical Inspection and Testing programmes.
Presentation Copyright COBWEB IS Ltd - 2016
Presented by : Michael Joubert, Bsc Mech. Eng., MBA
M: 07788913838
WHAT IS ELECTRICAL COMPLIANCE ?
● IT’S THE LAW
The Electricity at Work Regulations 1989 (EAWR) places a legal responsibility on
employers and employees, as duty holders, to ensure that electrical systems used
at work under their control are safe this involves amongst other things, proper
inspection and testing of a system by competent people and the creation and
maintenance of records.
● BRITISH STANDARDS
BS 7671:2008+A3:2015 Requirements for Electrical Installations
The national standard in the United Kingdom for electrical installation and the safety
of electrical wiring in domestic, commercial, industrial, and other buildings
● Electrical services Health Technical Memorandum 06-01
Provides comprehensive advice and guidance on the design, installation and
operation of specialised building and engineering technology used in the delivery of
healthcare, including electrical infrastructure. (Refer : appendices at the end of this
presentation)
Electrical Compliance Requires regular risk assessments, inspection,
testing, remedial works and accurate record keeping
ELECTRICAL COMPLIANCE CHALLENGES ?
● Lots of data
• The electrical infrastructure has a lot of data, 100 to 1,000’s of boards with
10,000’s circuits, distribution network schematics, certificates with 50+ pages and
100’s faults
● Expensive
• Planning, tendering, testing, monitoring required to ensure compliance is
expensive – bad planning results in unnecessary expenses
● Risky
• Being totally risk averse is not practicable, difficult and expensive. However, well
managed and careful risk management is difficult given the volume of data
● The data deteriorates over time
• As different electricians and contractors make changes to the building the
accuracy of the data deteriorates and over time becomes less accurate
Managing the full set of electrical data accurately is very challenging
A broken electrical compliance process that uses disparate systems, files, processes and file formats
THE CURRENT ELECTRICAL COMPLIANCE PROCESS BROKEN
The process is broken but it can be fixed, however there are challenges
THE CURRENT INDUSTRY VIEW BLOCKS IMPROVEMENTS
PREVAILING VIEW
PLANNINGPlanning and quantifying the work for a fixed wire Electrical Inspection and Testing
programme is a completely manual process
DOCUMENT AND
DATA
MANAGEMENT
Documents must be manually received, retrieved, stored and managed.
TESTING Full testing is required to ensure compliance
REPORTING Reporting can only be done at a very high level
ELECTRICAL
SCHEMATICSSchematics should be manually drawn and updated
ELECTRICAL
DISTRIBUTION
BOARDS
Distribution boards should be manually updated each time a change is required
The prevailing view compounds the problem and blocks the opportunity to for
improvement
WHY BOTHER FIXING THE PROCESS?
COSTS
RISK
TIME
● Better planning and tracking reduces the costs of unnecessary
testing.
● Better monitoring ensures that test costs and payments are
correct
● Audit trail provides accountability and ensures accuracy
● Accurate records and workflows ensure better risk
management
● Better planning ensures the highest risk item are addressed
soonest
● Better records ensure remedial actions are not missed
● Reduces management time required to collect and manage
records
● Reduces management time to plan the electrical testing
projects
● Reduces time in auditing and evaluating the work completed
● Reuse of data reduces re-keying of existing data
All stakeholders can benefit from savings in cost and time
and a reduction in electrical compliance risk
®
THE CURRENT VIEW NEEDS TO BE CHALLENGED
PREVAILING VIEW
PLANNING
Planning and quantifying the work for a fixed
wire Electrical Inspection and Testing
programme is a completely manual process
Planning is automatic with detailed circuit
level reports informing human judgements.
DOCUMENT
AND DATA
MANAGEMENT
Documents must be manually received,
retrieved, stored and managed.Document management is automated
TESTING Full testing is required to ensure compliance
Tightly targeted, well designed risk based
testing with visual inspections will allow for
better risk management.
REPORTINGReporting can only be done at a very high
level Detail reports can be easily provided
ELECTRICAL
SCHEMATICS
Schematics should be manually drawn and
updated
Electrical schematics can be automatically
generated
ELECTRICAL
DISTRIBUTION
BOARDS
Distribution boards should be printed and
attached to a distribution board
Distribution board schedules change during
the asset’s life– they should auto updated
and easily accessed.
A central data driven repository that enables data to be entered once and re-
used many times by all stakeholders enables innovation resulting in reduced
cost, risk and time
EDIS POWERS SMARTER EI&T ®
1. Capture once, re-
use many times
2. Automate as much
as possible
3. Data driven
4. Standard data
structures
5. Circuit level data
each field
independent
a broken electrical
compliance process that
uses disparate systems....
THE CURRENT PROCESSES CAN BE FIXED
An efficient, electronic
process that meets all
stakeholders’ requirements,
providing a central
repository for storing,
editing, planning and
reporting
The process is broken but it can be fixed, however there are challenges
SMARTER EI&T NEEDS: Process-Governance-System
PROCESSGOVERNANCE
SYSTEM
®
BOARDS
CIRCUITS
LAST
TEST
NEXT
TEST
COMPLIANCE
PLANNING
INSTRUCT
ELECTRICIANS
Due for
Testing
compliance
report
INSPECTION&
TESTING
-Test data
-Test dates
-Actions required
REMEDIAL
WORKS
Closed
Actions
CERTIFICATESBOARD TESTED
CIRCUITS
TESTED
Next test dates
MONTHLY
REPORT
OPEN
ACTIONS
CERTIFICATES
COMPLETED
INCOMPLETE
CERTIFICATES
Signed
Original
Draft
PLANNING
TESTING
MONITORING
REMEDIALS
SMARTER EI&T ®-PROCESS
CONTRACTS
&
WORK
INSTRUCTIONS
EDIS POWERS SMARTER EI&T ®
Software and services for managing electrical compliance
EDIS is electrical certification software for designers, constructors, electricians, facilities
managers and building owners. EDIS is based on BS 7671: Requirements for electrical
installations; the UK national standard for the safety of electrical installations.
EDIS provides the total enterprise electrical document and records management system. It
provides tools for easily capturing and creating electrical certificates and automating the updates
to the board schedules, distribution networks and other electrical distribution information.
Need to prevent:
● Worst case: Presented with piece of paper with test results
● Bad case: Started testing cert in draft but never completed
● Not acceptable: Jobs that carry on indefinitely
● Can live with: Typos
Governance assures that the process is followed and the process is followed
correctly
● Contracts - build the governance of the process and data management into the
contract (ECA, NICEIC etc.)
● Work instructions (schedule, process)
● Agree to pay only on completion of work, testing AND signed documentation
SMARTER EI&T ® -GOVERNANCE
®
Without the right governance SMARTER EI&T will not
happen
▪ What do we need to test?
▪ When do we need to test it?
EDIS provides a System for Compliance Management
▪ Unnecessary spending?
▪ What is the priority?
EDIS enables Smarter EI&T
Automate as much as possible - updates board and circuit details when certificate is
completed, update compliance reports, update planned testing dates
®
®
MANAGING YOUR ELECTRICAL COMPLIANCE
If you are preparing for an electrical testing programme you will benefit from all the
Smarter EI&T ®
www.electricalcertificates.co.uk
T: 0333 772 0829
EDIS can assist with putting the Smarter EI&T® process in place:
• Collating the data into a central web based system
• Ongoing training the teams in the use of the process and system
• Advice and guidance on the planning process
• Embedding the Smarter EI&T® process
• Working with contractors to ensure an optimal experience
• Ongoing assistance with the planning, monitoring and improvements
to your electrical compliance process
• The resulting reduction in cost, effort and risk will be immediately
evident.
An efficient testing programme and improved electrical compliance reporting
THANK YOU
www.electricalcertificates.co.uk
Call: 0333 772 0829
EDIS assists with compliance to health care technical guidelines
EDIS holds the data and provides the functionality to support the planning and
maintenance of health care electrical infrastructure in line with both national
standards BS 7671 and government healthcare guidelines.
● BS 7671:2008+A3:2015 Requirements for Electrical Installations is the
national standard in the United Kingdom for electrical installation and the
safety of electrical wiring in domestic, commercial, industrial, and other
buildings
● Electrical services Health Technical Memorandum 06-01: provides
comprehensive advice and guidance on the design, installation and operation
of specialised building and engineering technology used in the delivery of
healthcare, including electrical infrastructure. (Refer : appendices at the end
of this presentation)
Following the above standards and guidelines EDIS provides workflows, features
and practices that enable engineering managers to accurately and efficiently
manage their electrical compliance programmes
KEY CHALLENGES IN THE PROCESS
SEARCHING FOR DATA and DOCUMENTS
Challenge: Where is the list of boards? Where are the boards? How many circuits?
Which are the high risk boards? What circuit feeds which room?
PLANNING THE PROJECT
Challenge: Which circuits are due for testing, What was tested last, where is the
highest risk, what is practicable?
TESTING 10’s, 100’s or 1,000’s OF CIRCUITS TO BS7671
Challenge: What test has been done (Zs, IR, polarity, RCD), How do I track the
faults?
MONITORING
Challenge: Tracking the status, Which areas, which circuits, which tests, how
much still needs to be tested?
Each of these challenges needs to be addressed...
Electrical distribution systems have a LARGE volume of data - this can make the
job of planning, testing and monitoring a data intensive task a major challenge
SEARCH TEST PLAN MONITOR
Completed Cert
& Data archived
for reuse
Updates to the
Boards & CCT
data
Distribute the
certificate
Review
certificate&
Complete
Plan the E&IT
Do testing
Update a
certificate
Capture the
Board & Circuit
data
Management of
Faults and
Errors
Smarter EI&T ensures all data is backed up, archived and available for reuse to all stakeholders.
Compliance managers, project managers and engineers can re-use the data to make their tasks faster
and easier, saving time and money
On completion of the certificate distribution board schedules, distribution schematics need to be updated
– a data driven workflow will provide these results at the click of a button.
A data driven and integrated system will ensure the certificates is delivered and shared with the right
stakeholders automatically and instantly – reducing time and cost by eliminating CD’s, emails and other
ways of distributing the certificate.
An automated data driven workflow that tracks and alerts the status of certificates enables electricians
and qualifying supervisors to collaborate in completing the certificate to the required standard. Sharing
documentation, tracking status and reporting faults.
Smarter EI&T is a data driven, risk based planning process supported by a system that automates as
many of the data gathering, management and manipulation steps as possible. Having data and
automation saves time and cost.
Testing approaches differ based on the risk: Tests can be 100%, sample tests or other exclusions and
limitations – a data driven approach that tracks tests circuit by circuit, reducing the time and
administration required for managing the testing process - saving time, cost and reducing risk
Certificate data can be huge – a system that provides a workflow, data management, data backup and
re-use of common data saves time and reduces the cost of data manipulation.
Board and circuit data is captured once then re-used for certificates, compliance planning, risk
management, distribution board schematics, and faults and improvements tracking. Re-use of data
saves time and cost
Tracking the test results and observations across an estate is essential to reducing the risk, a data
driven and automated process will reduce risk through better controls, reduce administrative costs and
reduce the time to identify and correct the faults.
Smarter EI&T Saves Time and Money
We know it’s the law
Legal responsibility required by Electricity at Work Regulations 1989 (EAWR); to achieve
compliance with EAWR requires proof that an electrical system is safe which involves,
amongst other things, proper inspection and testing of a system by competent people and the
creation and maintenance of records.
Purpose of the Regulations
• Prevent danger (Risk of Injury)
• Prevent Injury (where Danger Exists)
• Not to Give Rise to Danger
Good reference: HSE document "Memorandum of Guidance on the Electricity At Work
Regulations"
The period, frequency and type of test and inspection is based on what is Reasonably
Practicable, i.e. “Access, on the one hand, the magnitude of the risks of the particular work
activity or environment and, on the other hand, the costs in terms of physical difficulty, time
trouble, and expense which would be involved in taking steps to eliminate or minimise those
risks. “ In summary: Risk vs Cost&Difficulty
The frequency of periodic inspection and testing will depend upon the type of installation, its
use and operation, the frequency and quality of maintenance and the condition.
HOW OFTEN DO I NEED TO TEST?
HIGHER THE RISK MORE FREQUENT THE TESTS - SO, NEED DEFINE THE BOARD RISK
KNOWING AND MANAGING THE BOARD RISK DATA IS ESSENTIAL
Low Voltage electrical wiring risks can be broadly classified into:
● USE - what does the circuit serve (Ref: Electrical Services Health Technical Memorandum 06-01:
Electrical services supply and distribution)
● USAGE - How often is it used and abused, Who uses it, Where is it located
For example: A socket in an operating theatre is mission critical and poses a significant level of risk; however
a socket in a public area used/abused by many people for phone charging and laptops is also a risk too.
Each Board needs to be risk classified based on an agreed scale, the scale in turn defines the period
of testing, for example:
● Non-Critical 1 - Perhaps the business support areas are departments such as finance, stores,
laundries and workshop areas. In general, an interruption of the electrical supply may not compromise
the treatment or welfare of patients. Risk management: Sample test every 5 years
● Patient Critical 5 – These areas are defined as operating theatre suites, critical care areas, cardiac
wards, catheterising rooms, accident & emergency resuscitation units, MRI, angiographic rooms, PET
and CT scanner rooms. Risk management : Annual inspection and full test every 3 years.
Defining the risk scale is the most important task for the person responsible for electrical
infrastructure risk management.
A risk based approach is the most important aspect of PRACTICABILITY
Smarter EI&T requires a risk based approach to EI&T
EDIS assists with compliance to health care technical guidelines
EDIS holds the data and provides the functionality to support the planning and
maintenance of health care electrical infrastructure in line with both national
standards BS 7671 and government healthcare guidelines.
● BS 7671:2008+A3:2015 Requirements for Electrical Installations is the
national standard in the United Kingdom for electrical installation and the
safety of electrical wiring in domestic, commercial, industrial, and other
buildings
● Electrical services Health Technical Memorandum 06-01: provides
comprehensive advice and guidance on the design, installation and operation
of specialised building and engineering technology used in the delivery of
healthcare, including electrical infrastructure. (Refer : appendices at the end
of this presentation)
Following the above standards and guidelines EDIS provides workflows, features
and practices that enable engineering managers to accurately and efficiently
manage their electrical compliance programmes
Classifying a health care facility distribution boards by rnon-clinical and bus continuity risk
Ref: Electrical services Health Technical Memorandum 06-01: Electrical services supply and distribution
Non-Clinical and Business Continuity risk category Period1 Non-Critical 1 The business support areas are departments such as finance, stores, laundries and workshop
areas. In general, an interruption of the electrical supply may not compromise the treatment or welfare of patients
2 Non- Critical 2 Building services safety and security. An interruption of the electrical supply could compromise the safety and welfare of patients.
3 Non- Critical 3 The building services environmental control systems will include HVAC systems, hot water services, energy centres and building energy management systems. In general, an interruption of the electrical supply could represent a compromise to the treatment or welfare of patients
4 Non- Critical 4 Medical support services. An interruption of the electrical supply may represent a slight disruption to the treatment or welfare of patients.
Ref: Electrical services Health Technical Memorandum 06-01: Electrical services supply and distribution
Patient clinical risk categories Period
1 Patient Critical 1
The areas include circulation spaces, waiting areas, offices and non patient care areas such as laboratories or finance departments.
2 Patient Critical 2
The areas may include patients in consultation (excluding examination) or general out-patient areas
3 Patient Critical 3
The areas will include mental health wards and some maternity areas. Patients are not generally connected to any electro-medical equipment.
4 Patient Critical 4
The areas may include LDRP (labour, delivery, recovery, postpartum) areas (maternity), endoscopy rooms, accident and emergency general/minors, haemodialysis areas, ECG areas, nuclear medicine, radiography diagnostic, magnetic resonance imaging (MRI), endoscopic examination rooms, urology treatment areas, or therapy rooms and ultrasound.
5 Patient Critical 5
The areas are defined as operating theatre suites, critical care areas, cardiac wards, catheterising rooms, accident & emergency resuscitation units, MRI, angiographic rooms, PET and CT scanner rooms.
Classifying a health care facility distribution boards by patient clinical
Demo - Planning Process
Overview
PLANNING DATA
EDIS BOARD AND CIRCUIT
DATA
2 Planning
3
1
THE BACKSTORY
…Our aim is to continually improve the EI&T process, speed
and efficiency for all stakeholders.
Started in 2005 in support of a £18M electrical testing
programme…● Our approach is proven and continually improving
● We have over 5,000 buildings on the system
● Over 10,000 certificates
● 10,000’s observations and recommendations
● 100’s of users
● Over 3,000 downloads of the free PC based version
EDIS is used by:
Royal Free NHS Trust
Imperial NHS Trust
Guys St Thomas NHS Trust
Public corporations and Local government