Business Category: Quality / Industrial Category: Professional Services

Site Acceptance Test Checklist

This site acceptance test checklist is used to validate the reliability of newly manufactured equipment together with the other interfaces on site. After the factory acceptance test, delivery of the equipment and installation on site, the customer works through a site acceptance test checklist, ideally together with the quality manager of the manufacturing plant. Use this checklist as a guideline for carrying out site acceptance tests and automatically generate a shareable report as soon as you have completed the site acceptance test.

Use this template with flowdit

  • Customize this template or build your own
  • Complete inspections using the mobile app
  • Get reports and analyze your data

Start inspecting smarter — free for one user.

Site Acceptance Test Checklist
Based on

How to Use This Checklist

  • Confirm the equipment successfully completed its factory acceptance test and that the corresponding protocol is available before site testing begins.
  • Confirm the equipment is installed on site in accordance with the approved drawings and installation instructions.
  • Confirm that all interfaces with the site's existing equipment and installations are connected and identified.
  • Check that site safety conditions — lockout, perimeter, and protective equipment — are in place before starting the tests.
  • Carry out the visual checks: finish, and main components.
  • Verify the enclosure internal pressure and the ventilation setting.
  • Verify functionality and parameters.
  • Verify functionality and interlocks, both mechanical and software.
  • Run the hot test for distribution systems where applicable.
  • Verify the dose calibrator.
  • Verify safety and interlock devices.
  • Deliver operator training.
  • Hand over the completed factory acceptance test protocol and the documentation file.
  • Record the overall site acceptance test result and note observations and deviations.
  • Capture dates, times, and signatures, and generate a shareable report once the test is complete.

Start inspecting smarter — free for one user.

Site acceptance testing

Site acceptance testing validates the reliability of newly manufactured equipment together with the other interfaces on site. It takes place after the factory acceptance test, after delivery of the equipment, and after installation on site. The customer works through the checklist — ideally together with the quality manager from the manufacturing plant — to perform the acceptance test in the conditions the equipment will actually operate in. A good test confirms the preconditions left by the factory stage, checks the installation and its connections to existing site equipment, verifies the equipment's functions, parameters, interlocks, and safety devices, and closes with operator training and handover of documentation. It produces a recorded, shareable result that shows what passed, what failed, and what was observed.

What a good site acceptance test covers

A complete test starts by establishing the preconditions left by the factory stage: that the equipment passed its factory acceptance test and that the protocol is available. It then covers the installation and interfaces: - the equipment is installed according to the approved drawings and installation instructions - all interfaces with the site's existing equipment and installations are connected and identified - site safety conditions are in place — lockout, perimeter, and protective equipment — before testing starts From there the test moves onto the equipment itself: - visual checks of the finish and of the main components - internal pressure of the enclosure and the ventilation setting - functionality and parameters - functionality and interlocks, both mechanical and software - hot testing for distribution systems - verification of the dose calibrator - verification of safety and interlock devices It closes with the people and the paperwork: operator training, and handover of the completed factory acceptance test protocol and the documentation file.

Rules for recording and reporting

Each check is answered with a simple verdict. Most items are recorded as Yes, No, or N/A. The overall site acceptance test result is recorded as Passed or Failed. Observations and deviations found during the test are written out, the dates and times are captured, and the relevant signatures are obtained. Once the site acceptance test is finished, a shareable report is generated from what was recorded.

Prepare before testing

Confirm the equipment successfully completed its factory acceptance test and that the corresponding protocol is available, and confirm the equipment is installed on site in accordance with the approved drawings and installation instructions. Check that all interfaces with the site's existing equipment and installations are connected and identified, and that site safety conditions — lockout, perimeter, and protective equipment — are in place before any testing begins.

Carry out the tests

Perform the visual checks of the finish and of the main components, then verify the internal pressure of the enclosure and the ventilation setting. Verify the functionality and parameters, and confirm the functionality and interlocks, mechanical and software alike. Where they apply to your equipment, run the hot test for distribution systems, verify the dose calibrator, and verify the safety and interlock devices.

Close out with training and handover

Provide operator training, and hand over the completed factory acceptance test protocol together with the documentation file. Record the overall site acceptance test result, note the observations and deviations found, capture the dates and times, and obtain the signatures. Generate a shareable report once the site acceptance test is complete.

Frequently Asked Questions

Site acceptance testing (SAT) is the stage that validates a newly manufactured piece of equipment once it has been delivered, installed on site, and connected to the other interfaces around it. It follows the factory acceptance test, and it exists because behaviour verified at the manufacturer's works does not prove that the equipment will behave the same way in the real plant, alongside existing equipment and site services. You carry it out after installation so that reliability, functionality, and safety functions are confirmed in the conditions where the equipment will actually run. The checklist supports that work as the guiding list of what to verify, and it produces a shareable report once the test is complete.

Work through the checks in order. First establish the preconditions: confirm the equipment passed its factory acceptance test and that the corresponding protocol is available, confirm installation matches the approved drawings and installation instructions, confirm all interfaces with existing site equipment and installations are connected and identified, and confirm site safety conditions — lockout, perimeter, and protective equipment — are in place. Then move to the equipment itself: visual checks of the finish and of the main components, internal pressure of the enclosure and ventilation setting, functionality and parameter verification, and verification of mechanical and software interlocks. Depending on the equipment, this extends into hot testing for distribution systems, dose calibrator verification, and verification of safety and interlock devices. Finish with operator training, handover of the factory acceptance test protocol and documentation file, then record the overall result, deviations, and signatures.

You need the completed factory acceptance test protocol and the supporting documentation file available before you start, and the equipment installed to the approved drawings and instructions. Operators who will run the equipment should receive training as part of the process. Safety preconditions — lockout, a defined perimeter, and protective equipment — must be in place before testing begins. For the checks themselves, prepare to verify connections to existing site equipment and services, and to test mechanical and software interlocks, functional parameters, safety devices, and any dose calibrator or distribution system hot tests that apply.

Record the date the testing was conducted, who prepared it, and the location. Note the overall site acceptance test result and any observations and deviations found during testing, since deviations are what the follow-up relies on. Capture the actual inspection start and end dates and times, and obtain the relevant signatures. The factory acceptance test protocol and documentation file are handed over as part of the process, so confirm that handover is recorded too.

The checks use simple verdicts. Items are answered Yes, No, or N/A, and the overall site acceptance test result is recorded as Passed or Failed. The dates, the observation and deviation notes, and the signatures sit alongside those verdicts.
Arne Reis
Written by
Arne Reis
Founder

Process optimizer with 25 years of expertise, focused on operational excellence in quality, maintenance, EHS, and commissioning. Emphasizes innovative solutions and top-quality standards.

View LinkedIn profile

Still managing operations with paper and Excel?

Digitize inspections, audits, SOPs, and corrective actions.

Book A Personal Demo
flowdit mobile inspection app

Ready to simplify inspections and get your team moving faster?

Start free today and turn inspections into a clear, consistent digital workflow. Prefer a guided walkthrough? Book a demo and see how flowdit can fit your team.