Acceptance Testing

• Audit Title

• Document No.

• Client / Site

• Conducted on

  Date

• Prepared by

• Location
  Address

• Personnel

Pre-Audit Questions

• Does the tech center agree that the equipment is ready for testing?

  Yes

  No

  N/A

• Have there been any previous reviews?

  Yes

  No

  N/A

• If yes, take a list of any actions and review them for completion.

  Yes

  No

  N/A

• Is PPE available for the tasks to be done? Ship or pack, if needed.

  Yes

  No

  N/A

• All parts and/or raw materials have been sent to factory?

  Yes

  No

  N/A

• All set points are available for initial trials?

Risk Assessment

• Has the design risk assessment been completed?

  Yes

  No

  N/A

• If not, try completing the risk acceptance form.

  Yes

  No

  N/A

• Are there any hazards that stand out?

  Yes

  No

  N/A

EH & S

• What chemicals are needed with this equipment?

• Any new chemicals?

  Yes

  No

  N/A

• If yes, obtain an MSDS.

  Yes

  No

  N/A

• Has the initial ergonomic assessment been completed?

  0 - 15 Low Risk

  0 -40 Medium Risk

  >40 High Risk

  Not Applicable

• If not, complete a BRIEF form.

  0 - 15 Low Risk

  0 -40 Medium Risk

  >40 High Risk

  Not Applicable

• What are the personal tasks for the required for the equipment?

• Any ergonomic concerns that stand out?

  Yes

  No

  N/A

• What is the noise level with the equipment started up (idle)?

  Select > 85 dB 80 - 84 dB 70 - 79 dB 60 - 69 dB 50 - 59 dB 40 - 49 dB < 40 dB Not Applicable

  • > 85 dB
  • 80 - 84 dB
  • 70 - 79 dB
  • 60 - 69 dB
  • 50 - 59 dB
  • 40 - 49 dB
  • < 40 dB
  • Not Applicable

• What is the noise level while the equipment is running?

  Select > 85 dB 80 - 84 dB 70 - 79 dB 60 - 69 dB 50 - 59 dB 40 - 49 dB < 40 dB Not Applicable

  • > 85 dB
  • 80 - 84 dB
  • 70 - 79 dB
  • 60 - 69 dB
  • 50 - 59 dB
  • 40 - 49 dB
  • < 40 dB
  • Not Applicable

Safety System

• All guard doors easy to use?

  Yes

  No

  N/A

• Are guards in good condition?

  Yes

  No

  N/A

• Access to all areas that are needed?

  Yes

  No

  N/A

• Number of emergency stop buttons?

• All emergency stop buttons in good location?

  Yes

  No

  N/A

• Is recovering from an emergency stop relatively easy?

  Yes

  No

  N/A

• Light curtains are protected?

  Yes

  No

  N/A

• Light curtains have the correct distance to prevent harm? Calculation available?

  Yes

  No

  N/A

• All openings not guarded, within acceptable distance range?

  Yes

  No

  N/A

• Any sharp points that need to be covered, removed or guarded?

  Yes

  No

  N/A

• All motors, gears, chains, belts, etc. guarded?

  Yes

  No

  N/A

• Any additional covering, guards, etc. necessary?

  Yes

  No

  N/A

Operations

• Go through all HMI screens.

  Yes

  No

  N/A

• What are the daily checks for operations?

• What are the weekly checks for operations?

• What are the monthly checks for operations?

• What are the operating procedures needed?

• What are the focal point procedures needed?

• Any operational maintenance procedures?

• All pictures taken for procedures?

  Yes

  No

  N/A

• Go through the startup process.

  Yes

  No

  N/A

• Go through the shutdown process.

  Yes

  No

  N/A

• Is an operating manual available?

  Yes

  No

  N/A

• General equipment pictures.

  Media

Equipment Run

• Do the parts run through the system without trouble?

  Yes

  No

  N/A

• Are the parts cleaned?

  Yes

  No

  N/A

• Are any faults, easy to recover from?

  Yes

  No

  N/A

• Is there anything that we need to be sure to check when the equipment arrives?

  Yes

  No

  N/A

• What are the final set points in the machine?

• Any other comments about the equipment run?

Maintenance

• Are equipment drawings available?

  Yes

  No

  N/A

• Obtain a spare parts list.

  Yes

  No

  N/A

• Obtain a recommended PPM (planned preventative maintenance) list.

  Yes

  No

  N/A

• What is the serial number?

• What is the make and model?

• Any additional name plate information?

Setup

• What are the setup tasks?

• Go through the general setup tasks.

  Yes

  No

  N/A

• Any special tools required for setup?

  Yes

  No

  N/A

• Anything special about the equipment?

  Yes

  No

  N/A

• Is there any information that is needed for unloading or setting of the equipment?

  Yes

  No

  N/A

• Obtain pictures of all lift point, slots for fork truck, all connection points, etc.

  Media

Wrap Up Questions

• Is there any thing you want to change about the equipment?

  Yes

  No

  N/A

• Is there any equipment that we need to purchase to use with this?

  Yes

  No

  N/A

• Are there any tools that need to be purchased?

  Yes

  No

  N/A

• Have all actions been documented?

  Yes

  No

  N/A

• Rate the equipment.

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