Information

  • Type of site surveyed

  • Business Name

  • Name of Customer

  • Customer Name

  • Contact number for Customer

  • Email for Customer

  • Conducted on

  • Prepared by

  • Location
  • Are there access control requirements that the installation crew needs to be aware of?

  • ID Documents

  • Access code each morning

  • Identity documents

  • Access pin each morning

Electrical

Main AC connection point

  • Single Phase or 3-Phase

  • Three phase equipment?

  • Main AC connection Amps Rating

  • Photos of main AC DB

  • Is Earth Leakage Working

  • Generated to be Connected?

  • Photo of changeover switch (if none it was connected illegally - refer to extra work section)

  • Photo of generator spec plate

  • Breaker size at generator

  • Distance from Generator to Inverter (trench required and power cable extra cost)

  • Is Generator Portable (plug to be used instead of fixed DB)

  • Generator to Feed Gen Port or Changeover (when outside of spec Gen Port will not accept generator)

  • Customer wants Gen started Automatically by Inverter

  • Distance between Inverter and Generator (trench required and signal cable extra cost)

  • Customer will arrange Generator supplier to programme Control Panel to accept NC signal

  • Non-essential circuits / equipment:

  • Non-essential circuits that are on a mixed use breaker (E.g. aircon on plugs circuit)

  • Specify which circuits (Electrican needs to fix this)

  • Are there circuits that should not be connected to the inverter system at all

  • What circuits (Plug Circuit will require additional Earth Leakage)

  • Number of Sub DB's

  • Sub DB(s) contain non-essentials and essentials

  • Is there 3-Phase supply to Sub DB (with no 3-phase equipment) that can be used to split the sub DB?

  • Length of AC cable required to connect essential power to sub DB(s) (Electrican to do this at additional cost before or after intallation)

  • Photos of Sub DBs

  • Any additional electrical work required

Inverter location

  • Proposed location of inverter

  • Does the cupboard have ventilation? (Required)

  • Photo of inverter location

  • Wifi available

  • Did you notify customer that this has to be sorted before installation?

  • Did you notify customer that this might have to be resolved if Wifi Dongle doesn't connect?

Cabling

  • AC cable run from Inverter to DB (10m is included in standard installation)

  • Did you notify customer of extra costs

  • PV Cable run to Inverter (20m is included in standard installation)

  • PV cable that requires conduit / trunking

  • Length of conduit / trunking

  • Indicate routing on photo

  • Underground?

  • Length of underground cable

  • Show routing on photo

  • Acknowledge that the client needs to arrange the digging and closing of any required trenching

Roof

Roof Information:

  • High roof?

  • Height of roof

  • Access via lower levels?

  • Access to roof

  • Photo of roof access point

Roof details

  • Number of proposed PV orientations

Roof and PV details for string 1

  • Satellite photo of building (indicate PV location on photo)

  • Photos of roof where string is to be installed

  • Roof construction

  • Roof structure

  • Roof pitch (approx)

  • Orientation of roof / array

  • Dimensions of roof

  • Flat roof mounting required

  • General condition of roof

  • kWp of PV

  • Shading issues?

  • Extent of shading

  • Photo of obstruction / Shading

Roof and PV details for string 2

  • Satellite photo of building (indicate PV location on photo)

  • Photos of roof where string is to be installed

  • Roof construction

  • Roof Structure

  • Roof pitch (approx)

  • Orientation of roof / array

  • Dimensions of roof

  • Flat roof mounting required

  • General condition of roof

  • Shading issues

  • Extent of shading

  • Photo of shading

  • kWp of PV

  • Age of Property (approx

Fridge

  • Number of fridges & freezers

  • Older than 2 years

Any other information

  • Any other information

  • Any other sketches

  • Any other photos

Sign off and management review

  • Surveyor Signature

  • Customer Signature

CoC electrician work requested

  • Installation of a simple geyser timer

  • Number of timers

  • Wifi or digital

  • Connection of existing generator to inverter

  • Installation of a new generator

  • Installation of extra surge protection (area prone to lightning)

  • Any other electrical work required

  • Specify

  • Is a prelim inspection and quotation to the client required?

  • Will the CoC electrician need to complete his work prior to installation of solar?

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.