Title Page

  • Site conducted

  • Conducted on

  • Prepared by

  • Location

Untitled Page

Site Details

  • OPP#

  • Work Order #

  • Email Address:

  • Install Team Names:

  • Site Address:

  • Install Date:

  • Scheduled Time Allowed

  • Time Started

  • Time Completed:

  • Did you have to leave site for any reason?

  • Reason for leaving site:

Outdoor Unit

  • Outdoor Unit Secure? (Not likely to fall over)

  • Any vibration or noise disturbance to owners or adjacent properties?

  • If yes, what remedial action was taken?

  • Area around the unit clear (no blockage to air supply routes)?

  • Servicing access provided?

  • Duct neat, secure, sealing, flashing, waterproofing complete?

  • Service covers replaced?

  • Manufacturers installer checklists viewed and complied with?

  • Unit clearly labelled?

  • Photo - ODU reflecting position against wall with regard to gas, pathway, deck. Include Isolator

  • Photo - Paircoil connections to ODU

  • Photo - Draincoil route to ODU, or directed away from ODU

  • Photo - Electrical connections at isolator

  • Photo - Fixing of unit to polyblocks, polyblocks to base - front and rear

  • Photo - Electrical Connections in ODU

  • Photo - Ductwork showing sealant at penetration and top cap

  • Photo - Clearance above ODU (with tape measure)

  • Photo - Clearance behind ODU with tape measure

  • Photo - Clearance left of ODU (with tape measure)

  • Photo - Clearance right of ODU with tape measure

  • Photo - Manufacturers label including model number and serial number

Indoor Unit

  • Indoor Unit Secure? (No vibration)

  • If no, what remedial action was taken?

  • Indoor neat and tidy (No visible pipework, no gaps in duct work if used)?

  • Manufacturers installer checklists viewed and complied with?

  • Test run completed?

  • Photo - IDU reflecting position against wall with regard space and positioning (windows and doors)

  • Photo - Paircoil connections behind IDU

  • Photo - Draincoil route from IDU if no condensate pump used

  • Photo - Electrical Connections in IDU

  • Photo - Pipework connections from condensate pump if used

  • Photo - Filters installed?

  • Photo - Electrical connections to condensate pump if used

  • Photo - Clearance above IDU (with tape measure)

  • Photo - Clearance below IDU with tape measure

  • Photo - Clearance left of IDU (with tape measure)

  • Photo - Clearance right of IDU with tape measure

  • Photo - Manufacturers label including model number and serial number

Pipework

  • Pipework sizing right for the unit

  • Pipework length appropriate (within chargeless limit)?

  • If not how many metres pipework added?

  • Was gas added?

  • If Yes, How Much?

  • Pressure/Leak test completed?

  • System Evacuated?

  • Vacuum achieved and held?

  • How Long?

  • Manufacturers pipework installer checklists viewed and complied with?

Drainage

  • IDU Drain coil correctly installed?

  • IDU Drainage tested by pouring water into tray?

  • ODU drainage direct away from pathways and deck appropriately?

Electrical

  • Unit connected to a dedicated circuit, hard wired back to the main board?

  • If connected to an existing circuit, does the circuit have sufficient spare capacity?

  • Appropriate circuit protection installed and labeled?

  • Isolator installed near ODU?

  • Have the electrical tests been completed and entered onto the test sheet, and did the unit pass?

  • Is the energy rating label on the unit or easily viewed?

  • COC competed and issued?

  • Has a copy of the electrical COC been given to the owner?

  • Photo of Switchboard showing protective device and labelling

  • Photo of Test results

  • Photo of COC

Handover

  • Has the operation of the system been explained to the owner?

  • Has the owner been advised of maintenance and servicing requirements?

  • Does owner have the operating manual?

  • Does owner have a copy of the warranty?

General

  • Were there any issues experienced with the installation?

  • Were there any Scope Issues?

  • Were there any Electrical Issues?

  • Were there any Product Issues?

  • Were there any Installation Issues?

  • Who have you informed about these issues?

  • Was there a variation to the work order?

  • If Yes, Did the customer sign the Variation?

Uploads

  • Commissioning report ready to submit?

  • Variation ready to submit?

  • Photographs, commissioning report and variation ready for upload, or to be emailed?

The templates available in our Public Library have been created by our customers and employees to help get you started using SafetyCulture's solutions. The templates are intended to be used as hypothetical examples only and should not be used as a substitute for professional advice. You should seek your own professional advice to determine if the use of a template is permissible in your workplace or jurisdiction. You should independently determine whether the template is suitable for your circumstances.