Module 15 · Lesson 2

FAT, SAT and commissioning documentation

Plan and execute factory acceptance, site acceptance, loop checks and performance tests.

Learning outcomes

  • Explain the key principles of fat, sat and commissioning documentation.
  • Carry out a structured practical check or configuration task.
  • Recognise common faults, risks and evidence needed for diagnosis.

Before you begin

Approved test procedures and issue register.

Safety: Use site procedures, approved test equipment and competent supervision. Never bypass a protection or interlock without formal control.

Step-by-step learning

  1. Trace every requirement to a test step and expected result.
  2. Record pass/fail, evidence, tester and issue reference.
  3. Control simulation, forcing and temporary wiring.
  4. Close defects or formally accept outstanding limitations before handover.
Ian's practical tips:
  • A signed checklist is not proof unless the result and evidence are meaningful.
  • Test failure behaviour as thoroughly as normal operation.

Fault-finding questions

  • What should be happening, and what evidence proves it?
  • Where is the last known correct signal, voltage, state or process condition?
  • What changed immediately before the fault?
  • Can the system be divided into smaller testable sections?

Practical activity

Create a one-page test record for this lesson. Include expected values, measured results, equipment used, risks controlled, defects found and the final proven condition.

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