Project acceptance / Factory-to-site boundary
A factory acceptance test can record the agreed factory configuration and test conditions. Site acceptance addresses the installed boundary and declared site interfaces. Neither label automatically proves representative-product performance, commissioning completion, IQ/OQ/PQ, validation, automation compliance or a production guarantee.
Separate four acceptance records
This page organizes commercial acceptance evidence. It does not publish a fixed test procedure, safety method, commissioning sequence or qualification protocol.
Identify what is assembled, energized, connected, simulated or substituted at the factory. Record the controlled specification, exact equipment identity, utilities, test medium, instruments, test cases and witnessed results instead of assuming that the word FAT defines them.
Identify installation completion, site utilities, field wiring, plant controls, upstream and downstream interfaces, as-built changes and site test conditions. Factory evidence does not automatically close those installed-site questions.
Water, no-load, simulation and substitute-media checks can support only their declared boundary. Product behavior, particle or droplet result, throughput, cleaning outcome and production endpoint require separately approved representative-material evidence where the project calls for it.
Installation support, dry or wet commissioning, operator training, IQ/OQ/PQ and validation are not synonyms for FAT or SAT. The contract and responsible quality system must define whether any of them apply, who performs them and which records release the next stage.
Factory-to-site comparison
These rows show where evidence normally belongs, but the approved purchase specification and contract remain controlling. No row promises a JINPIONEER service or package feature.
Swipe or scroll horizontally to review every evidence column.
| Acceptance subject | FAT boundary | SAT / separate evidence | Release record |
|---|---|---|---|
| Controlled specification and configuration baseline | Use the approved purchase specification, drawings, functional documents and factory configuration revision named in the protocol. | Use the installed and as-built revision; list every site change or unresolved difference from the factory baseline. | Document register, revision status, approved change record and named configuration owner. |
| Supply completeness, dimensions and interfaces | Record what is present, omitted, loose-shipped, temporarily connected or simulated within the factory test boundary. | Verify declared installation, reinstatement and site handoffs against the approved scope without inferring excluded work. | Scope matrix, inspection record, marked drawings, exclusions and open-interface list. |
| Mechanical, electrical and no-load functions | Test only the approved functions and conditions available in the factory configuration; preserve limits and substitutions. | Address installed rotation, utilities, wiring and declared functional checks under site responsibility and conditions. | Approved test cases, raw observations, instrument identity, deviations and responsible sign-off. |
| Automation I/O, alarms, interlocks and simulation | Identify hardware, software revision, signals, simulations, bypasses and interfaces actually included in the factory test. | Address connected field devices and plant-system interfaces separately after installation; keep project automation scope explicit. | I/O record, functional documents, simulation list, test results, exceptions and automation owner. |
| Factory utilities, test medium and substitutions | Name the available utilities, fluid or dry condition, temporary items and every departure from intended service. | Do not convert water, no-load or simulated evidence into representative-product or production proof; assign any separate trial. | Condition sheet, medium identity, substitution rationale, applicability limit and approved disposition. |
| Site installation, utilities and plant interfaces | List the site-dependent items that cannot be closed at the factory and carry them forward without marking them passed. | Review installation, as-built utilities, field wiring, plant controls and upstream or downstream handoffs within the declared site boundary. | Site-readiness record, as-built documents, interface tests, punch items and site approval. |
| Representative product and performance boundary | State whether representative material is excluded, available or governed by a separate approved trial; avoid implied process acceptance. | Keep commissioning, representative-product trials and production performance outside SAT unless the contract expressly defines their scope and criteria. | Material identity, sample chain, method basis, separate protocol, raw results and applicability statement. |
| Deviations, retest, punch list and release | Number each deviation, assign disposition and retest evidence, and identify the authority for factory release or conditional release. | Carry unresolved items to site under controlled ownership; close installed-state evidence before final release. | Deviation log, corrective evidence, waiver authority, punch closeout and final release record. |
Acceptance evidence register
The register distinguishes what was specified, what was tested and what remains open. It does not create a procedure or certify a package.
Swipe or scroll horizontally to review every evidence column.
| Evidence item | Source & revision | Tested boundary | Result / deviation | Owner / approval |
|---|---|---|---|---|
| URS / purchase specification and scope matrix | Approved requirement, purchase specification, contract exhibit and responsibility matrix by revision. | Included supply, buyer or site supply, exclusions and acceptance stage assigned to each item. | Requirement status, gaps, approved clarifications and unresolved commercial or technical items. | Buyer, site owner and contract-defined supplier approvers. |
| Approved drawings and functional documents | Controlled general arrangement, P&ID, electrical, I/O, narrative and interface documents. | Exact documents used for factory testing and later installed-state review. | Revision match, redlines, differences and required as-built updates. | Named document, mechanical, electrical and automation owners. |
| Equipment identity and configuration record | Equipment, component, software and loose-shipped-item identity records. | As-tested, as-packed, as-shipped and as-installed configurations kept distinct. | Identity match, substitutions, removals, reinstatement and open discrepancies. | Supplier quality owner, buyer inspector and site receiving owner. |
| Test instruments, calibration and conditions | Instrument register, calibration status and recorded utilities, medium and ambient conditions. | Measurement point, range, signal path, test medium and declared uncertainty or limitation. | Raw readings, validity questions, exceptions and approved disposition. | Contract-defined test, quality and witness authorities. |
| FAT protocol, raw results and witness record | Approved factory protocol, test cases, criteria, hold points and attendance record. | Factory package, connected temporary equipment, simulations and exclusions exactly as tested. | Raw results, pass or fail comparison, deviations, retest and witness comments. | Named preparer, performer, witness and factory-release authority. |
| Deviations, packing and as-shipped configuration | Deviation log, punch list, preservation plan, packing list and shipment release revision. | Open and closed items plus every change between test completion and dispatch. | Disposition, retest evidence, conditional release and reinstatement requirements. | Contract-defined disposition and shipment-release authorities. |
| Installation, utilities and as-built evidence | Receiving, installation, site-readiness, utility, field-wiring and as-built records. | Installed equipment and declared plant interfaces before site acceptance. | Completion status, field changes, damage, exceptions and actions carried into SAT. | Site mechanical, electrical, automation, safety and quality owners. |
| SAT protocol, punch closeout and final release | Approved site protocol, criteria, results, deviation closeout and final record index. | Declared installed-site functions and interfaces, excluding any unassigned process or qualification claim. | Raw results, open items, approved waivers, retest and final acceptance status. | Contract-defined site witness, disposition and final-release authorities. |
Acceptance planning route
The responsible parties must tailor and approve the actual protocol. The sequence below is a document-control route, not an operating or safety procedure.
Approve the specification revision, scope matrix, acceptance stages, witnesses, hold points, release authority and excluded responsibilities before test records are created.
Record equipment and software identity, completeness, temporary connections, simulations, utilities, medium, instruments, conditions and every substitution.
Retain raw results, observations, deviations, witness comments, corrective evidence and retest disposition against the controlled criteria.
Record disassembly, preservation, packing, open punch items, release conditions and the identity that must be restored at site.
Review receiving, installation, utilities, field wiring, plant interfaces, as-built changes and site readiness before site test evidence is accepted.
Close SAT deviations and final release separately from commissioning, training, representative-product testing, IQ/OQ/PQ, validation or production-performance decisions.
FAT and SAT RFQ fields
Keep unknowns open for the buyer, site and responsible suppliers. These fields do not promise a service, prescribe a protocol or approve operating conditions.
Open the process briefProject reference, package and equipment tags, intended decision stage and named buyer, site and supplier contacts.
Destination, installation area, brownfield or new-build context, access limits and site-responsibility boundaries.
Scope matrix for package, loose-shipped items, temporary equipment, plant interfaces, buyer supply and explicit exclusions.
Approved purchase specification or URS, revision, clarification log and governing acceptance requirements.
Controlled mechanical, piping, electrical, I/O, functional and interface documents available for review.
Factory test objective, location, readiness assumptions, proposed window and dependencies without treating the date as approved.
Assembled items, absent items, simulations, temporary connections, loose-shipped scope and exact equipment or software identity.
Available power and other utilities, dry or fluid condition, medium identity, temporary items and every intended-service substitution.
Approved test-case identifiers, requirement trace, result format, acceptance basis and out-of-scope functions.
Instrument identity, measurement point, range, calibration status, raw-data format, retention and known limitation.
Required attendees, notification, witness, hold, review and release points plus authority when a party is absent.
If proposed, approved platform, camera and document access, recording consent, confidentiality, retention and fallback arrangements.
Numbering, severity or status method, corrective evidence, retest trigger, waiver authority and carry-forward rules.
Factory release authority, conditional items, preservation, packing, documentation and dispatch dependencies.
Items removed after test, shipping splits, labels, protected settings, site reassembly and reinstatement evidence.
Receiving, foundations, installation, alignment or connection records, as-built update owner and prerequisites for site testing.
Actual utilities, grounding or site electrical boundary, field signals, plant control handoffs and upstream or downstream interfaces for responsible review.
Site medium, substitutions, representative-material inclusion or exclusion, separate trial ownership and applicability limits.
Whether each activity applies, its owner, approved documents, prerequisites, records and separation from FAT or SAT acceptance.
Final authority, open-item disposition, controlled record location and changes that reopen factory, site or separate process review.
Draft source record / Pending technical review
The sources support boundary questions only. IEC 62381:2024 is a current paid automation-system standard; the other sources describe the named manufacturers' own examples.
Buyer decision FAQ
FAT records agreed checks on the declared factory configuration and conditions. SAT records agreed checks on the installed equipment and declared site interfaces. The contract must define the actual scope, criteria, witnesses, deviations and release authority for each.
No. The test medium, material identity, equipment configuration, conditions, methods and acceptance criteria determine what the result supports. Water, no-load or simulated checks do not automatically prove representative-product or production performance.
No such generalization is supported here. IEC 62381:2024 is a paid standard for FAT, FIT, SAT and SIT of process-industry automation systems within its stated scope; it is not used here as a mechanical-package or product-performance procedure.
Not automatically. Record exactly what the substitute medium or no-load condition can demonstrate and which questions remain open. Any representative-product trial needs its own approved material, configuration, method, criteria and evidence boundary.
No. They can have different objectives, prerequisites, owners and records. The project contract and, where applicable, the responsible quality system must define each activity rather than treating the labels as interchangeable.
No. It publishes an RFQ and evidence-allocation framework only. Any FAT, SAT, commissioning, training, representative-material test, IQ/OQ/PQ, validation, automation compliance, certification or performance commitment remains unconfirmed until project-specific supplier and buyer evidence is reviewed and approved.