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Checklist for Installers - Part 2: Handover

August 17, 2017

Step-by-step project management – handover your project

 

 

“Installing an automation system is for adults the same as for children their toy train. There is no better feeling than pushing a button and let the magic happen” – Trainer at KNX Basic Course

 

Everyone, who has used the ETS, can confirm that putting an installation into practise is more fun than work. Like the artist, who creates a drawing, the chef, who creates a delicacy, the system integrator is building a piece of art as well, which likewise will contribute to the well-being of a customer. However, unlike other investments in art and food, the investment in the automation system will sooner or later amortise. And do not forget the contribution to a greener world. Yes, system integrators can and should be proud of their work.

 

However, getting back down to earth, pride can only be taken in something, which has been concluded perfectly. In the previous article, we had a deeper look at the start of the project. Now that the system has been integrated, the proper handover will conclude the project. Also for the handover there are certain steps, which will be focussed on in this article. Welcome to the Checklist for Installers – Part 2.

 

 

1. The visual inspection

 

As mentioned in part 1, only the obvious is visible to the customer. Well, now that the system has been installed, we know that this is not completely true. Switches, lamps, blinds, etc. might be what the customer is looking it at first, but not on other important aspects of the installation, which are visible as well. Therefore, it is the job of the integrator to have a literal closer look at the installation. In order to ease this aspect, simply check the following 9 aspects:

  • Are all branch and connection boxes closed?

  • Connections for customer’s on-site lights are at least insulated or fitted with a temporary lamp holder?

  • All push-buttons are labelled as specified by customer and have been cleanly and securely fitted?

  • Distribution boards are fully labelled and cleaned?

  • Distribution diagrams with distribution boards are complete?

  • Bus components including push-buttons are labelled with the physical address?

  • Network sockets are labelled System and equipment descriptions and operating instructions are provided in a separate folder?

  • Maintenance documents, plans, diagrams and specifications are also provided in a separate folder?

  • System documentation left with customer?

Were you able to put a check mark behind each question? If yes, we can move on to the next point. If not, better have a closer look again.

 

 

2. Functional Check

 

When the visual inspection has been finalised, it would almost be time for the customer to experience his new installation, push all buttons and let the magic happen. However, it would be quite embarrassing for the integrator, when the customer would push a button nothing would happen, or if instead of the light turning on, the alarm would go off. For preventing anything embarrassing to happen, make sure that the following questions can be answered positively:

  • Installation checked and all measurements performed (E-CHECK, network, etc.)?

  • Lighting, dimmers, blinds, central functions, scenarios, etc. checked for correct functioning?

  • Window contacts checked?

  • Intercom checked?

  • Interfaces with third-party systems checked (music, alarm, ventilation, etc.)?

  • Room-specific calibration of room temperature controllers checked?

 

Everything in order? Everything good? If yes, we can finally involve our customer and see, if we could make him happy.

 

 

 

3. Introducing the installation to the customer

 

In the first checklist, we discussed together with the customer his exact requirements for the new system. The introduction of the installation is therefore the final check, whether the customer and the integrator were speaking the