Documentation

Documentation

Passports, checklists, manuals and as-built materials.

10+ document types
6 custom sections
3+ business days
100% site-specific

Custom development

Built for your site: work plan, pre-Cx and Cx programmes and procedures, process sheets, reports and passportization — agreed with client and supervision.

A1 Timing: before start-up

Commissioning work plan

Custom schedule: stages, owners, milestones, links to install and deliveries.

Includes

  • Stage chart
  • Roles
  • Readiness criteria
  • Risks
A2 Timing: after installation

Pre-commissioning programmes

Readiness checks: completeness, labels, tightness, electrical, logic without load.

Includes

  • Pre-start checks
  • Energising permit
  • Install punch
  • Checklists
A3 Timing: at start-up

Commissioning programmes

Step-by-step Cx procedures per system with acceptance criteria.

Includes

  • Sequencing
  • Tests
  • Mode tuning
  • Stage sign-off
A4 Timing: for site crew

Process sheets

Operations: measurements, switching, pressure tests, balancing — clear for installers.

Includes

  • Steps and tools
  • Limits
  • Safety
  • Record result
A5 Timing: by stage and final

Reports

Progress and final reports: parameters, deviations, closed punch, recommendations.

Includes

  • Weekly
  • Per system
  • Final
  • Trends
A6 Timing: at handover

Passportization

Equipment and node passports, settings schedules, instrument register.

Includes

  • Node passport
  • Settings list
  • I&C register
  • Labels

Pre-commissioning and commissioning

Different document sets for readiness before start-up and during commissioning — one project structure.

Pre-commissioning

Before energising under load: work plan, check programmes, permit procedures, install punch protocols.

  • Work plan
  • Pre-Cx procedures
  • Check protocols
  • Permit to start

Commissioning

At start-up: process sheets, Cx log, test protocols, reports, passportization and handover acts.

  • Process sheets
  • Cx log
  • Tests
  • Passports & acts

Standard handover package

Logs, checklists, procedures, manuals and acts — complement custom programmes or form the core O&M package.

01 Timing: full commissioning cycle

Commissioning log

Work chronology, responsible parties, recorded parameters and deviations by date.

Includes

  • Start-up stages
  • Measurements
  • Settings
  • Sign-off
02 Timing: by discipline

Checklists and protocols

Ventilation, refrigeration, heating and controls checks with done/punch marks.

Includes

  • AHU and air
  • VRF/chiller
  • Substation/boiler
  • BMS and safety
03 Timing: as installed

As-built documentation

Updated drawings, node specs, control settings — as built and commissioned.

Includes

  • HVAC drawings
  • Panels and cables
  • Node data
  • File versions
04 Timing: before handover

Operation manuals

Clear guides for operators: modes, alarms, seasonal changeover.

Includes

  • Start/stop
  • Seasonal modes
  • Typical alarms
  • Service contacts
05 Timing: for O&M

Maintenance procedures

Frequency, monitored values, tolerances and work scope.

Includes

  • Per shift
  • Weekly
  • Seasonal
  • Annual
06 Timing: at takeover

Acts and handover

Measurement and balancing reports, punch list and O&M handover protocol.

Includes

  • Protocols
  • Punch list
  • Recommendations
  • Acceptance act

How we manage documentation

Six steps: from site review and plan development to passportization and handover — parallel to commissioning.

01

Site review

Systems, stage and client/supervision documentation requirements.

02

Plan and programmes

Custom work plan and pre-Cx/Cx programmes and procedures.

03

Process sheets

Process sheets, log and protocol templates for your equipment.

04

On-site records

Documents filled during work — remote or on visit; parameters and punch tracked.

05

Reports and review

Progress reports, single version for all parties, change register.

06

Passports and handover

Passportization package, acts, final report and O&M recommendations.

Formats and storage

PDF

Acts, manuals and drawings for print and client archive.

Excel

Measurement logs, checklists, punch and settings registers.

Word

Maintenance procedures, mode descriptions, node datasheets.

Cloud / email

Single project folder with versioning for all parties.

What we need from you

  • Design and as-built drawings
  • Equipment manuals and nameplates
  • Photos of panels, nodes and labels
  • BMS access and log exports
  • Walkthrough videos and site contact