Installation checklist template

Free template · integrio.app/forms/installation-checklist/

Installation checklist template

An installation checklist for solar PV, battery, EV charger and building services installers: confirm the area is ready, check workmanship as you go, and prove it's complete before commissioning.

Project

Site

Completed by

Date

1. 1.Job and area

   1. 1.1

      Project and siteRequired

      Text
   2. 1.2

      Area, roof, bays or rooms coveredRequired

      Text
   3. 1.3

      Installation typeRequired

      • Solar PV
      • Battery storage
      • EV charging
      • Electrical
      • BMS and controls
      • Fire and security
      • IoT and sensors
      • Structured cabling and network
      • Other
      Choose any
   4. 1.4

      Lead installerRequired

      Text
   5. 1.5

      Start dateRequired

      Date

2. 2.Before you start

   Stop and raise it now, not after the work is covered up.

   1. 2.1

      Pre-install checksRequired

      Check	Yes	No	N/A
      Latest drawings and specification on site	○	○	○
      RAMS briefed and signed	○	○	○
      Permits in place (roof access, hot works, isolation)	○	○	○
      Area clear, accessible and access equipment in place	○	○	○
      Containment and back boxes in place	○	○	○
      Supply, distribution board and isolation points as designed	○	○	○
      All equipment and materials delivered	○	○	○

      Checklist grid
   2. 2.2

      Ready to start?Required

      • Yes
      • No
      Yes / No
   3. 2.3

      What's blocking the start

      Who needs to clear it, and by when.

      ↳ Shown when “Ready to start?” is No

      Notes
   4. 2.4

      Photo of the area before work

      Record existing damage before you're blamed for it.

      Photo

3. 3.During installation

   Check workmanship while it's still visible.

   1. 3.1

      Workmanship checksRequired

      Check	Pass	Fail	N/A
      Equipment positioned to drawings	○	○	○
      Fixings rated for the substrate they go into	○	○	○
      Mounting system and roof fixings to the manufacturer's instructions	○	○	○
      Cables supported and protected, bend radius respected	○	○	○
      DC, AC and data cabling segregated as specified	○	○	○
      Isolators and protective devices fitted where designed	○	○	○
      Fire-stopping reinstated where penetrated	○	○	○
      Terminations tidy and to standard	○	○	○
      Cables, isolators and equipment labelled to the schedule	○	○	○

      Checklist grid
   2. 3.2

      Photos of work before it's coveredRequired

      Roof fixings, cable routes, ceiling voids, ducts and ground works for charger bays.

      Photo
   3. 3.3

      Workmanship issues found

      ↳ Shown when any workmanship check is Fail

      Notes

4. 4.Deviations from design

   1. 4.1

      Any changes from the drawings?Required

      • Yes
      • No
      Yes / No
   2. 4.2

      What changed and why

      ↳ Shown when “Any changes from the drawings?” is Yes

      Notes
   3. 4.3

      Approved by

      Name of the designer or client who agreed it.

      ↳ Shown when “Any changes from the drawings?” is Yes

      Text

5. 5.Completion

   1. 5.1

      Test results uploaded

      Export from the tester, e.g. electrical or cable test results.

      File upload
   2. 5.2

      Completion checksRequired

      Check	Yes	No	N/A
      Serials recorded for every panel, inverter, battery and charger	○	○	○
      Roof, ceiling tiles and access panels made good	○	○	○
      Area clean, packaging removed	○	○	○
      Spares and offcuts returned or removed	○	○	○
      As-installed changes marked on drawings	○	○	○

      Checklist grid
   3. 5.3

      Snags raised(snags)

      Raise each one on the snag list; record the count here.

      Reading
   4. 5.4

      Ready for commissioning?Required

      • Yes
      • No
      Yes / No
   5. 5.5

      Photo of the finished areaRequired

      Photo
   6. 5.6

      Completed byRequired

      Text
   7. 5.7

      Supervisor signatureRequired

      Signature

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