Run Transformer Core Magnetic Balance Test — Free

Test Record and Transformer Identification

Asset identifier, location, and transformer nameplate details recorded

Record the transformer asset ID, substation or facility location, manufacturer, kVA/MVA rating, voltage class, serial number, and winding configuration.

Transformer phase count and winding arrangement confirmed

Confirm the unit is a three-phase transformer and note the winding arrangement used for the test.

Test date, time, and inspector recorded

Document when the magnetic balance test was performed and who completed it.

Note (optional)

Related test references noted

Record related ratio test, winding resistance test, insulation resistance test, or prior maintenance report references used for comparison.

Test purpose documented

Use this record to capture magnetic balance readings that supplement transformer ratio and resistance testing and help identify possible core or winding faults.

Safety Preconditions and Test Readiness

Lockout-tagout applied and verified before test setup critical (required)

Verify the transformer and associated circuits are de-energized, isolated, and controlled under an approved lockout-tagout procedure per OSHA 1910.147.

Yes No N/A

Absence of voltage verified at all required points critical (required)

Confirm absence of voltage using an approved meter before connecting test leads.

Yes No N/A

PPE appropriate for electrical testing available and worn critical (required)

Verify required PPE is available and in use, including arc-rated clothing, insulating gloves, eye protection, and other site-required protection per the electrical hazard assessment and OSHA 1910 Subpart I / NFPA 70E practices.

Yes No N/A

Work area controlled and test boundaries established

Confirm barriers, signage, and access control are in place to keep unauthorized personnel clear of the test area.

Yes No N/A

Test leads, meter, and connections visually inspected critical (required)

Check for damaged insulation, loose terminations, cracked housings, or other deficiencies before energizing the test circuit.

Yes No N/A

Test Equipment and Method Setup

Test instrument identification and calibration status recorded

Record the test set model, serial number, and current calibration due date or certificate reference.

Test method and connection scheme documented

Record the magnetic balance test procedure used, including lead placement, phases tested, and any manufacturer-specific steps.

Ambient temperature and weather or site conditions recorded

Record conditions that may affect interpretation of results or test setup.

Transformer tap position recorded

Record the tap changer position or fixed tap setting used during the test.

Test setup verified against manufacturer or site procedure critical (required)

Confirm the connection arrangement and test sequence match the approved procedure or OEM guidance.

Yes No N/A

Magnetic Balance Readings

Phase A magnetic balance reading recorded

Enter the measured magnetic balance value for Phase A.

Note (optional)

Phase B magnetic balance reading recorded

Enter the measured magnetic balance value for Phase B.

Note (optional)

Phase C magnetic balance reading recorded

Enter the measured magnetic balance value for Phase C.

Note (optional)

Results Review and Fault Indicators

Phase readings are reasonably balanced across all phases critical (required)

Assess whether the readings are consistent enough to indicate no obvious core or winding imbalance.

Yes No N/A

Any abnormal deviation or asymmetry documented

Describe any phase-to-phase deviation, unusual trend, or suspected fault condition such as winding displacement, core issue, or connection problem.

Comparison to prior test results completed

Confirm whether the current readings were compared to previous magnetic balance, ratio, or resistance test results.

Yes No N/A

Deficiencies, Corrective Actions, and Sign-Off

Deficiencies or non-conformances documented

Record any deficiencies, suspected faults, or follow-up actions required.

Corrective action assigned or escalated

Document the corrective action, responsible party, and target completion date if a deficiency was found.

Inspector signature captured

Inspector sign-off confirming the test record is complete and accurate.

Get your results

Enter your email — we'll send you a PDF of your filled-out template, plus the occasional MangoScoop newsletter (templates, workflow tips, product updates). Unsubscribe anytime — link is in every email.

Email (required)

Your name (optional)

Run: Transformer Core Magnetic Balance Test

Test Record and Transformer Identification

Safety Preconditions and Test Readiness

Test Equipment and Method Setup

Magnetic Balance Readings

Results Review and Fault Indicators

Deficiencies, Corrective Actions, and Sign-Off

Get your results