Pre-functional checklist

Chiller Pre-Functional Checklist

The real chiller checklist this product ships with — 3 sections, 16 checks, signed off by 3 roles.

Mechanical

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3Sections
16Checks
3Signature roles
Checklist preview
Nameplate Verification5 checks
Manufacturer matches spec
Model number matches spec
Serial number recorded
Capacity matches spec (tons)
Voltage/phase matches spec
Installation Verification6 checks
Equipment properly supported/anchored
Vibration isolation installed
Piping connections complete
Electrical connections complete
Control wiring complete
Refrigerant charge verified

Showing 11 of 16 checks.

Who signs

Mechanical Contractor

Signs to confirm their part of the work is complete and accurate, before the checklist is submitted for approval.

General Contractor

Signs to confirm their part of the work is complete and accurate, before the checklist is submitted for approval.

Commissioning Agent

Countersigns once the checklist is submitted. A Commissioning Agent's signature here is what moves it to Approved — enforced at the data layer, not just an interface convention.

Make it yours

Clone it first

This one's a shared global template, so it can't be edited directly — clone it into your org's own library to get your own editable copy.

Then edit anything

Add, remove, or reword any check in your copy — nothing is locked to the built-in wording.

And reorder to match your walk

Drag sections and checks in your copy into whatever order matches how your team actually walks the equipment.

Used alongside