Template

H2O Audit Checklist

by Alister Morgan, from the Community

Use this H2O Audit template to document heat pump hot water installations from site assessment to commissioning. Capture address proof and site photos, record meter box and unit condition, note compliance plate details and serial numbers, verify insulation, drainage, and ventilation, and log decommissioning methods. Onboard plumbers, electricians, and refrigerant handlers with license and insurance checks, collect plumbing and electrical certificates, and complete STC documentation with installer and homeowner signatures.

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Confirm accountability and compliance with a digital log

With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Air Source Heat Pump Completion Document
This air source heat pump completion document helps installers commission and hand over a new system. Record site details, equipment make and model, serial numbers, and required photos. Verify electrical tests including resistance to earth and short circuit checks, confirm sensor readings, and set control parameters such as heat curve, flow temperatures, domestic hot water start and stop, auxiliary power, and legionella cycle. Check unit installation and clearances, base or brackets, vibration isolation, condensate drainage, and insulation. Assess the central heating system including emitter types and count, system pressure, expansion vessel charge, flushing and cleaning, water treatment, pump settings, and inhibitor. Confirm controls setup and customer handover in line with MIS 3005 requirements. Capture radiator and controls images and collect engineer and customer signatures with date and time.
by Steve Reynolds, from the Community
Downloads: 10+
Get
Template
Housing Authority Plumbing and Drainage Audit
Use this audit template to assess plumbing and drainage across Housing Authority properties. Capture works order details, property and meter locations, isolate water services, and verify compliance with AS NZS 3500 for water, heated water, and sanitary drainage. Review backflow prevention, filters, reticulation, storage tanks, hot water units, sewerage, septic and ATU systems, roofing, and internal fixtures. Log schedule of rates, non scheduled labour and materials, plant and equipment, photos and comments. Identify hazards, recommend actions, and record license details and signatures.
by Graeme Dryden, from the Community
Downloads: 10+
Get
Template
Service and Commissioning Report
This Service and Commissioning Report template helps teams in renewable energy and heating verify safe installation and startup. Capture project details, site, and contact info, then record heat pump make, model, serial, and ID plate. Validate ground loop pressure tests, glycol fill and freeze protection, and manifold integrity. Document primary and secondary heating systems, underfloor heating controls, and heat curves. Log domestic hot water cylinder model, capacity, and legionella protection. Enter key temperatures for outdoor, room, supply, return, hot water, and brine in/out, plus heating and hot water run times and stop temperatures. Confirm compliance with building regulations, electrical supply and isolation, sensor connections, valves and filters, DHW safety devices, and internet connectivity. Track job status, required parts or quotes, corrective actions, and collect on-site representative and auditor signatures.
by Andrew Wildey, from the Community
Downloads: 30+
Get
Template
Heat Pump Hot Water Audit Template
Use this Heat Pump Hot Water System Audit Template to collect customer and site details, capture images, document existing HWS brand, model, capacity and location, record plumbing and electrical requirements, assess relocation needs, and recommend a new system. Includes sections for government rebate activities, documents, and terms to support a compliant quotation and installation.
by Alister Morgan, from the Community
Downloads: 10+
Get

Air Source Heat Pump Completion Document

This air source heat pump completion document helps installers commission and hand over a new system. Record site details, equipment make and model, serial numbers, and required photos. Verify electrical tests including resistance to earth and short circuit checks, confirm sensor readings, and set control parameters such as heat curve, flow temperatures, domestic hot water start and stop, auxiliary power, and legionella cycle. Check unit installation and clearances, base or brackets, vibration isolation, condensate drainage, and insulation. Assess the central heating system including emitter types and count, system pressure, expansion vessel charge, flushing and cleaning, water treatment, pump settings, and inhibitor. Confirm controls setup and customer handover in line with MIS 3005 requirements. Capture radiator and controls images and collect engineer and customer signatures with date and time.

by Steve Reynolds, from the Community

10+

Get

Template

Housing Authority Plumbing and Drainage Audit

Use this audit template to assess plumbing and drainage across Housing Authority properties. Capture works order details, property and meter locations, isolate water services, and verify compliance with AS NZS 3500 for water, heated water, and sanitary drainage. Review backflow prevention, filters, reticulation, storage tanks, hot water units, sewerage, septic and ATU systems, roofing, and internal fixtures. Log schedule of rates, non scheduled labour and materials, plant and equipment, photos and comments. Identify hazards, recommend actions, and record license details and signatures.

by Graeme Dryden, from the Community

10+

Get

Template

Service and Commissioning Report

This Service and Commissioning Report template helps teams in renewable energy and heating verify safe installation and startup. Capture project details, site, and contact info, then record heat pump make, model, serial, and ID plate. Validate ground loop pressure tests, glycol fill and freeze protection, and manifold integrity. Document primary and secondary heating systems, underfloor heating controls, and heat curves. Log domestic hot water cylinder model, capacity, and legionella protection. Enter key temperatures for outdoor, room, supply, return, hot water, and brine in/out, plus heating and hot water run times and stop temperatures. Confirm compliance with building regulations, electrical supply and isolation, sensor connections, valves and filters, DHW safety devices, and internet connectivity. Track job status, required parts or quotes, corrective actions, and collect on-site representative and auditor signatures.

by Andrew Wildey, from the Community

30+

Get

Template

Heat Pump Hot Water Audit Template

Use this Heat Pump Hot Water System Audit Template to collect customer and site details, capture images, document existing HWS brand, model, capacity and location, record plumbing and electrical requirements, assess relocation needs, and recommend a new system. Includes sections for government rebate activities, documents, and terms to support a compliant quotation and installation.

by Alister Morgan, from the Community

10+

Get

H2O Audit Checklist

About author

You might also like

Air Source Heat Pump Completion Document

Housing Authority Plumbing and Drainage Audit

Service and Commissioning Report

Heat Pump Hot Water Audit Template

You might also like

Air Source Heat Pump Completion Document

Housing Authority Plumbing and Drainage Audit

Service and Commissioning Report

Heat Pump Hot Water Audit Template