Downloadable Factory Acceptance Test (FAT) Checklists

Easily prove equipment reliability and ensure systems are in good operating condition before installing them using factory acceptance test checklists.

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What is a Factory Acceptance Test Checklist?

A factory acceptance test checklist is a comprehensive document that outlines the criteria, procedures, and requirements to assess and verify equipment and system quality, functionality, and conformity. Quality managers, design engineers, operators, and maintenance personnel use this as a tool to test and ensure that newly produced equipment works according to design specifications before installation and operation.

Why Use a Factory Acceptance Test Checklist?

Overlooked equipment discrepancies can lead to installation problems on site, which can wreak havoc on a project schedule. Prior to shipment, quality managers should resolve nonconformity at the factory so that the clients’ new processing lines are up and ready to go on time.

When FATs are conducted with the help of checklists, the following issues can be proactively identified and avoided:

  • Poor Machine Quality or Craftsmanship
  • Nonconformity to Regulatory or Sanitary Specifications (e.g., American Society of Mechanical Engineers (ASME), International Electrotechnical Commission (IEC))
  • Lack of Appropriate Machine Guarding and Labels (e.g., Lock Out Tag Out (LOTO) labels and procedures, compliance with Occupational Health & Safety Administration (OSHA) standards)
  • Lower than Expected Throughput

Hence, using a factory acceptance test checklist template can reduce costly project delays by ensuring the completion of FAT protocol, such as standard work procedures, certificates of compliance, and welding process qualifications, and implementing the proper factory acceptance test procedure.

What Should Be Included in a Factory Acceptance Test Checklist?

A good factory acceptance test checklist should enable quality managers to verify the following and more:

  • Conformance to specifications
  • Certificates of compliance
  • Welding processes qualifications
  • As-built technical drawings
  • Instruments calibration certificates
  • Standard work procedures
  • Equipment data sheets
  • Materials data sheets
  • Control system
  • Standard maintenance procedures
  • Training materials
  • Ergonomic assessment

Some other elements you must consider including in the checklist are personnel checks, post-FAT checklist, completion page, and sign-off.

How to Conduct FAT Using a Checklist

Conducting a factory acceptance test using a checklist is a critical step to ensure that equipment or systems meet specified requirements and quality standards before they are delivered to the customer. Hence, properly following a structured process is essential to achieving the desired outcomes and avoiding potential issues.

Follow these steps to effectively carry out a FAT with the help of a checklist:

1. Prepare for the FAT testing

Ensure that all parties involved, including the customer and the manufacturer, have reviewed and agreed upon the FAT checklist. Also, verify that the testing environment is set up and that all necessary documentation, tools, and personnel are in place.

2. Perform the tests

Test the equipment or system’s various functions, performance parameters, and safety measures. Make sure to document the results of each test, including any deviations or discrepancies from the checklist.

3. Document real-time observation

Designated individuals, including customers and third-party inspectors, must observe and document their real-time observations during the tests using the checklist. They can verify that these are conducted impartially and that the equipment meets the acceptance criteria.

4. Address deviations and issues

If the equipment fails to meet any of the acceptance criteria or if discrepancies are found during testing, develop a plan to address them. The manufacturer is responsible for rectifying the problems and retesting the equipment until it complies with the requirements specified in the checklist.

5. Finalize documentation and obtain approval

Once all tests have been successfully completed, and any issues resolved, finalize the documentation of the FAT results. This should include a summary of the tests, deviations, resolutions, and any relevant observations. Make sure to obtain approval from all parties involved before proceeding with the shipment of the equipment or system.

FAT Report Example

A factory acceptance test report serves as a crucial documentation tool, summarizing the results and findings of the FAT and helping you understand how it supports the assurance of a successful project outcome.

Here’s a factory acceptance test example when exported as a PDF report:

FAQs About Factory Acceptance Test Checklists

An FAT checklist is focused on verifying that the equipment or system meets design and quality standards at the manufacturer’s facility, while an SAT checklist is used to confirm that the equipment functions correctly in the real-world environment at the customer’s site. Both checklists play essential roles in quality assurance and risk mitigation at different stages of the equipment’s lifecycle.

Documentation serves as a comprehensive record of the FAT, capturing the procedures, results, deviations, and observations. This isn’t only essential for compliance with industry standards and contractual obligations but also facilitates issue identification and resolution.

Yes, a third-party inspector or expert can provide an impartial and expert assessment of the testing procedures and ensure that the equipment or system complies with industry standards, contractual requirements, and best practices. This adds an extra layer of credibility to the FAT process, enhances quality assurance, and instills confidence in the evaluation’s objectivity.

Jona Tarlengco
Article by
Jona Tarlengco
Jona Tarlengco is a content writer and researcher for SafetyCulture since 2018. She usually writes about safety and quality topics, contributing to the creation of well-researched articles. Her 5-year experience in one of the world’s leading business news organisations helps enrich the quality of the information in her work.

Explore more templates

Factory Acceptance Test (FAT) Protocol
This factory acceptance test report template is a comprehensive validation test for outboard equipment (external effects unit), including AC Power Test, Audio Test, Video Test, Control and Performance Test, and Network Test. Quality managers in the manufacturing facility can customize this template based on the specifications of the equipment to undergo a factory acceptance test.
Equipment FAT Checklist
This equipment FAT checklist can be used for the commissioning of burners/boilers in an industrial or commercial power plant. Easily customize or build your own checklist using SafetyCulture’s template editor to meet specific equipment design requirements and fulfill company needs. Each inspection item can also be set to “mandatory” to make sure that every detail about the equipment is checked.
Site Acceptance Test Checklist
After the factory acceptance test, equipment delivery, and site installation, the client conducts a site acceptance test, ideally with the quality manager from the manufacturing facility. Use this checklist as a guideline in conducting site acceptance tests and automatically generate a shareable report the moment you finish the SAT.
Machine Acceptance Form
This machine acceptance form can be used to complete the process validation protocol by reporting the verification of the equipment’s or system’s final design against the user, functional, and/or design specifications. Use this form to easily identify key items of equipment, utilities supply, and environmental requirements.
Manufacturing Quality Control Checklist
A manufacturing quality control checklist is a tool used to help maintain standards by evaluating the quality of a product through weekly visual inspections of its size, color, weight, materials used, and packaging. Easily identify trends in manufacturing processes to continuously improve product quality and increase customer satisfaction.
Manufacturing Facility Inspection Checklist
A manufacturing facility inspection checklist is used by trained officers to ensure the health and safety compliance of manufacturers daily. Easily inspect the tools and machinery, machine guards, ladders, platforms/elevating devices, sound level/noise, and loading/unloading racks in a manufacturing facility.