Handover and acceptance (SAT, PAC, FAC)

The Acceptance tab of a project takes it from commissioning to the end of the warranty.

Site acceptance test (SAT)

1. Select Start SAT. The checklist comes from your SAT template.

2. Check each item as for the factory test (Pass, Fail, N/A or Punch item), then complete it and record the certificate with the witness.

When your company turns on SAT only after every point is commissioned, the SAT certificate can be recorded only once every I/O point is commissioned and every punch item is closed or accepted. A signed SAT records gate 7 and moves the project to Handover.

Training

Under Training, select Add session for each training of the customer's operators. After it, list the attendees and select Mark as held; attach the signed attendance sheet.

Handover package

1. Mark the documents the customer receives as Required for handover on the document register, and make sure each one has its file. A package with no documents cannot be sent.

2. Select Send handover package.

3. When the customer answers, select Record customer answer: Accepted with who accepted it and the signed copy, or Rejected with the reason.

Provisional acceptance (PAC)

Select Record provisional acceptance, with who signed, the date and the signed copy. Give the Warranty (months) if the project does not have it yet (0 when there is none): the warranty starts here. When your company turns on Provisional acceptance after handover and training, it needs the accepted handover package and every training session held.

The PAC records gate 8 and:

• moves the project to Warranty and sets Warranty ends (the PAC date plus the project's warranty months);

• plans a Retention release billing milestone;

• opens the closeout checklist.

When your company turns on Final certificate only after the PAC, the final certificate of a contract can be raised only after this step. See Progress certificates.

Final acceptance (FAC)

At the end of the warranty, select Record final acceptance. When your company turns on Close only with nothing committed, no purchase order or subcontract may still be open (a closed purchase order no longer counts), and closing the project by hand from its status menu is refused the same way. The FAC makes the retention release due, gives a task to release each live guarantee of the award, and closes the project. See Closeout and warranty.

When your company turns on Draft the retention certificate at final acceptance (the Building systems integration pack turns it on), the FAC also drafts the retention certificate (the Retention Release Invoice) for the retention still held on each active contract, linked to the Retention release milestone. Approve and issue it from the contract's Certificates tab: it is the one posting a closed project still takes. See Advances and retention.