What This Record Covers

This is a working field document, not a simulator. It produces the primary deliverable of a protective relay acceptance, maintenance, or commissioning test: a defensible record of what was tested, with what instruments, against which criteria, and by whom. Work through the tabs left to right — job and standards basis, test equipment and nameplate data, inspection and functional coverage, relay element test data, then findings and sign-off.

Test Type and Standards Basis

Select the test type on the Job & Equipment Information card and the governing document on the Standards Basis card. The two are related but recorded separately, because the governing document on a given job may be a project specification or a manufacturer manual rather than the NETA standard.

NFPA 70B addresses the electrical maintenance program that the test interval and scope come from; it does not replace the NETA test specification you record results against. Always record the edition in use — the tool stores the edition string you enter and never assumes one.

Test Equipment and Calibration Traceability

Every instrument used to produce a number in this record needs identity and calibration traceability: make and model, serial number, calibration date, calibration due date, certificate reference, and whether the calibration is traceable to NIST (or an equivalent national metrology institute). NETA test specifications call for instrument calibration traceable to a national standard on a stated interval — a twelve-month interval is the common field practice, and this tool flags an interval longer than twelve months so it is a deliberate, documented decision rather than an oversight.

• Calibration due date must not precede the test date — the record flags a test run on an out-of-calibration instrument.
• Record waveform and frequency notes when the test set output is not a clean 60 Hz sine; harmonic content changes what an electromechanical or RMS-sensing element actually sees.
• An instrument with unknown traceability is recorded as Unknown, not left blank — a blank reads as an omission on review.

As-Found and As-Left Discipline

As-found values are taken before any adjustment and are what tell the owner whether the protection was actually doing its job since the last test. As-left values are taken after adjustment and are what the next test will be compared against. A record with as-left values only has thrown away half its evidence.

• Variance — the as-left setting differs from the specified setting. Always explain it in the element notes or as a deficiency.
• Out of tolerance — an as-left measured value deviates from the specified value by more than the tolerance you cited.
• An as-found deviation that is corrected on as-left is highlighted separately, because it is a finding about the equipment, not about the test.

Tolerances Are Cited, Never Assumed

This tool deliberately applies no default tolerance. A blank tolerance produces an incomplete status, not a pass. Enter the percentage that the governing document actually gives — manufacturer published tolerance, project specification, engineering study, or a user-defined value — and cite its source on the row or in the element tolerance basis. Timing values in the Specified column come from the approved settings or the manufacturer's software; this tool does not compute IEEE C37.112 or IEC 60255 inverse-time curve equations.

Safety and Work Controls

Safety documentation is part of the test record, not a separate formality. The Safety card records the work condition and the risk assessment that authorized the work.

• Electrically safe work condition (ESWC) — per NFPA 70E, established by the full sequence: identify sources, disconnect, verify the disconnect, lock/tag, test for absence of voltage with an instrument verified before and after, and ground where induced or stored energy is possible.
• Energized electrical work permit — required by NFPA 70E 130.2(B) when energized work is justified and the equipment is not placed in an electrically safe work condition.
• Shock risk assessment (NFPA 70E 130.4) and arc flash risk assessment (130.5) determine the approach boundaries, arc flash boundary, and PPE. Record the assessment reference and the boundaries in the PPE notes.
• Current transformer secondaries — never open-circuit an energized CT secondary. Short the secondary before opening a test switch or lifting a lead, and confirm every shorting device has been removed and the circuit restored before returning the relay to service.
• Trip circuits — confirm what will actually operate before injecting. A functional trip test with the breaker in service closes real contacts.

ANSI/IEEE C37.2 Device Function Quick Reference

Device function numbers used in the element selector, per IEEE C37.2 standard device function numbers.

Suffix letters follow the same standard: N residual/neutral, G ground, BF breaker failure, T/B/M/G the protected apparatus on a differential element.