RFQ
REQUEST A QUOTE

Project control / Before dispatch

Testing &
Factory Acceptance

Align the equipment.
Agree the evidence.

Factory Acceptance Testing (FAT) is a project control point for checking equipment against the approved technical baseline. Define what will be checked, how results will be assessed and which records are needed before execution begins.

Discuss FAT requirements
Inspection planningILLUSTRATIVE
Inspection planningIllustrative technical visual. Not a project record, approved drawing or evidence of completed work.EQUIPMENT SCOPEAGREED CHECKSNO TEST RESULT SHOWN
Inspection planning illustration. No test result or completed FAT is represented.
Review the planning checklist
  1. Approved baselineSpecification · drawings · ITP
  2. Agreed verificationScope · witness points · criteria
  3. Traceable recordsResults · findings · disposition

Each stage needs an agreed basis for proceeding.

The acceptance chainPlanning sequence

Project-specific scope. All inspection and testing depend on the product type, applicable standards, contract and approved Inspection and Test Plan (ITP). This guide describes planning considerations, not a confirmed test package.

01 / Establish the baseline

Define the FAT
Scope Early

A shared test list is only the start. Agree the technical references, responsibilities and acceptance criteria together.

Equipment & boundaries
Identify the product type, configuration, quantities and interfaces included in the inspection.
Standards & criteria
Confirm applicable standards and editions, contractual requirements, approved deviations and the acceptance basis for each item.
Test items & witness points
Agree the inspection and test list, hold or witness points, responsible parties and any separate evidence review.
Documents & release
Set the record format, review authority, issue resolution process and conditions for release.

02 / Prepare the inputs

Typical FAT Preparation

Resolve document revisions and open questions before fixing the inspection programme.

  1. 01

    Approved Datasheet

    Confirm the agreed ratings, configuration and technical requirements.

  2. 02

    Drawings / SLD

    Align current drawings and the single-line diagram (SLD), where applicable.

  3. 03

    ITP / Test Plan

    Approve scope, methods, criteria, responsibilities and witness points.

  4. 04

    Open Point Review

    Assign unresolved questions and identify any that prevent testing.

  5. 05

    Witness Arrangement

    Confirm attendance, notice requirements, access and the agreed format.

  6. 06

    Record Format

    Agree report templates, equipment identifiers and review signatures.

03 / Match the equipment

Test Scope by
Equipment Type

Use these review dimensions to start the scope discussion. They are illustrative and do not mean every item is performed on every project.

For every equipment group below, the final inspection and test scope depends on the product type, applicable standards, contract and approved ITP.

A / Transformers

Identity, electrical characteristics & accessories

  • Datasheet, nameplate and drawing alignment.
  • Dimensions, assembly and specified accessories.
  • Agreed electrical checks, such as winding resistance, ratio and loss measurements, where applicable.
  • Applicable insulation test requirements and associated evidence.

Oil-immersed and dry-type designs need their own scope. Confirm which routine, type or special test evidence is required; these are not interchangeable.

B / Substations & distribution

Assembly, interfaces & functional checks

  • Equipment arrangement and approved SLD alignment.
  • Specified ratings, component identification and enclosure details.
  • Wiring, earthing, mechanical operation and interlock checks, as applicable.
  • Agreed insulation and control or protection function checks.

Confirm the boundary between individual equipment tests and assembled package checks. Site commissioning requirements need separate agreement.

C / Components

Drawing conformity & traceability

  • Part identification and approved drawing revision.
  • Material records where specified and available.
  • Dimensions, tolerances and mating interfaces.
  • Workmanship, finish and agreed component-specific inspection or test records.

The inspection basis varies by component and use. A component record does not establish acceptance of the complete equipment.

04 / Agree participation

Witness &
Coordination

Confirm the witness method against the project’s actual capability and contract before making travel or scheduling commitments.

Buyer attendance or third-party involvement does not by itself constitute product certification.

By agreement

On-site witness

Confirm the location, named attendees, permitted access, safety induction, schedule and hold points with the responsible parties.

Capability to be confirmed

Remote witness

Only consider this route when the facility and project parties confirm feasibility. Agree connectivity, camera coverage, identification, data visibility, confidentiality and interruption handling in advance.

Contract-dependent

Document review

Agree the records to be reviewed and who may accept them. Document review is not automatically a substitute for a required witnessed test.

05 / Follow the agreed plan

FAT Day Workflow

A typical coordination sequence. The approved ITP controls the actual order, hold points and authority to proceed.

  1. 01

    Kick-off

    Confirm participants, scope, references, safety arrangements and the day’s programme.

    Align
  2. 02

    Identification & Document Check

    Match equipment identifiers to the approved documents and current revisions.

    Verify
  3. 03

    Inspection / Test

    Carry out the agreed activities and record results against the approved criteria.

    Record
  4. 04

    Findings

    Log observations, deviations and incomplete items with an owner and required action.

    Review
  5. 05

    Open Point Closure

    Review corrective evidence and any required retest. Record the authorised disposition of outstanding items.

    Resolve
  6. 06

    Record Release

    Issue the agreed record package after the required reviews. Apply contractual release conditions separately.

    Issue

06 / Keep the evidence connected

Records and
Handover

Agree a document register that connects each delivered record to the equipment identifier, approved reference and relevant inspection or test item.

The handover contents, language, format, access permissions and issue timing depend on the contract and approved ITP. FAT records are project evidence; they are not a certificate library.

Record format visualILLUSTRATIVE
Test record structureIllustrative technical visual. Not a project record, approved drawing or evidence of completed work.AGREE THE RECORD FORMATTEST ITEMAGREED BASISRESULTLAYOUT ILLUSTRATION / NO MEASUREMENTS
Record layout illustration only. Test items, criteria and records must be agreed.
Equipment IDTest itemRecord reference
Test reports & inspection records
Identify the equipment, applicable procedure, results, criteria and required reviews.
Photos & nameplate information
Where agreed and permitted, connect visual records and identification details to the relevant equipment.
Findings & closure records
Link each open point to its action, supporting evidence and authorised disposition.
Approved documents
Include or reference the agreed datasheet, drawings, ITP and approved changes by revision.

07 / Buyer briefing

What Buyers
Should Confirm

Bring these decisions into the technical discussion early. Record the agreed answers in the project documents.

01 Standards
Which standards, editions and project specifications apply?
02 Witnesses
Who will attend or review, and who has acceptance authority?
03 Advance notice
What notification period, schedule confirmation and rescheduling rules are required?
04 Language
Which language is needed for discussions, reports and any translation?
05 Record format
Which templates, file formats, signatures and equipment references are required?
06 Acceptance criteria
Which limits and approved references determine acceptance, retesting and open point closure?
07 Third-party requirements
Is an independent inspector required? Confirm appointment, scope, qualifications, access and reporting arrangements.

Connected project decisions

Keep the next steps connected.

Before defining the scope

Standards & Compliance

Clarify applicable standards before defining the test scope.

Before dispatch

Export Packing & Delivery Coordination

Connect agreed release conditions with packing and dispatch planning.

Recommended Next Step

RFQ Guide

Prepare the equipment inputs and documents for the project enquiry.

Next / Define your requirements

Make FAT part of
the project brief.

Share your equipment specification, applicable standards, proposed witness requirements and document expectations through the project enquiry page.

Scope and arrangements remain subject to product type, applicable standards, contract and approved ITP.

Submit project requirements Review project controls