Which ratios should appear on the report?
Provide the ratios used in the maintenance or inspection procedure, together with the test setting your meter applies. For a three-phase instrument, identify the winding connection or vector-group settings used on site. If your procedure also relies on phase displacement or excitation-current readings, list them separately rather than assuming that a ratio result covers every displayed field.
The meter may calculate a percentage error from a nominal ratio entered by the operator. Give that nominal value and the calculation or acceptance requirement used in your records. RTS can then review the requested readings against the instrument's functions before quoting.
Keep the lead set identifiable
A field kit can include several numbered leads and replacement clamps. Record the lead-set designation and note any item that has been repaired or substituted since the last calibration. If a cable is intermittent, describe the previously observed symptom and ask whether it should accompany the instrument for assessment.
Send a previous certificate if you want the same ratio points repeated. Highlight any new function needed for the next job. The calibration enquiry here concerns the measuring instrument. A proposed transformer test at a customer site also needs its asset details, drawings and authorised access arrangements.
A kit moving between projects
Name the kit owner and the plant engineer holding it. A return address from the last project can be out of date. Confirm the complete case contents, current receiving contact and the date the equipment is needed for its next assignment.