State the question the survey should answer
Tell us whether you are investigating voltage events, harmonics, loading or imbalance. Include the production shift pattern, any generator changeover and the dates of earlier incidents. A short visit may miss an intermittent event, so agree the recording period with the engineer.
Choose the records your team needs
Identify which feeder or panel your authorised electrical team can make available. State whether the reviewer needs event timestamps, trends, selected waveforms or a summary for the maintenance log. If a permanently installed energy meter is also due for calibration, give it a separate line so its accuracy question is priced independently.
Make the recording comparable with the event log
A useful recording links the electrical event to the equipment operating at that time. Agree the clock reference for the analyser, production log and maintenance record. Mark phase labels and the measurement location consistently so a later reviewer can distinguish a change at the monitored feeder from a report about another part of the plant. Include any current-sensor ratio in the setup record.
State which quantities and event records the investigation needs and what operating period is representative. Harmonic results, voltage events and long-term loading do not all use the same reporting view. Ask for the recording conditions and any gaps to be retained with the findings. A survey can document observations during its agreed window; it should not attribute a fault to a particular machine without evidence connecting that machine to the event.
Match the recording window to production
Give the shutdown or production calendar for the affected unit and the contact who can confirm its actual operating times. For several factories, supply a separate feeder identifier and local access contact for each site. The authorised electrical team arranges access and installation conditions for the recording equipment.