Pre-functional checklist

Heat Exchanger Pre-Functional Checklist

The real heat exchanger checklist this product ships with — 4 sections, 23 checks, signed off by 3 roles.

ControlsMechanical

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4Sections
23Checks
3Signature roles
Checklist preview
Submittal Data Received1 checks
Equipment Shop Drawings
General Installation15 checks
General appearance good, no apparent damage
Label permanently affixed
Pipes are supported independently of the heat exchanger
In-line equipment insulated per specification
No leaking apparent
Sufficient maintenance clearance is provided
Clean up of equipment completed per contract documents
Heat exchanger insulated per specification
Pipes labeled
Valves installed in proper direction
Valves stroke fully and are calibrated
Valves tagged as per drawings
Piping, fittings, valves and equipment properly supported and seismically anchored per the details
Piping, fittings and valves insulated per specification
Safeties in place and operable

Showing 16 of 23 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