Factory acceptance test and site acceptance checklist

What a good FAT should prove

A factory acceptance test should show that the ordered machine matches the agreed scope and can be reviewed against realistic operating criteria before dispatch. It is the point where buyers can confirm not only that the machine runs, but that it runs in the way the project expected.

That usually means checking the right products, containers, closures, labels, change parts, controls and safety features rather than accepting a generic demonstration.

• Ordered configuration and key options are present
• Agreed products or representative samples are used where possible
• Performance is reviewed against known assumptions
• Documentation, manuals and punch-list items are captured clearly

Questions to settle before the FAT date

FAT works best when the test basis is agreed before anyone travels. Decide what products or packs will be used, what counts as a pass, what data will be recorded, who attends, what safety or utility assumptions are involved and how outstanding items will be documented.

Without that agreement, a FAT can become a vague visit rather than a useful acceptance stage.

SAT should confirm performance in the real site context

Site acceptance testing is where the machine proves itself inside the actual utilities, layout, staffing and material flow of the factory. Even a successful FAT can still leave site-side issues to be resolved if conveyors, feeds, services, access or operator workflow differ from the factory test environment.

SAT therefore needs its own checklist rather than being treated as a formality.

Common FAT and SAT checkpoints

Review guarding, HMI operation, alarms, recipe handling, change parts, basic maintenance access, utilities, cleaning method, discharge quality, operator controls and the way the machine interfaces with adjacent stages.

For integrated lines, also confirm communication, accumulation, coding, rejection, label presentation or sealing performance if those steps are in scope.

Record actions and handover clearly

Both FAT and SAT should end with a clear record of completed checks, punch-list items, responsibilities and the route to final handover. That helps everyone separate true acceptance from outstanding improvement work.

It also creates a cleaner bridge into training, spares and planned maintenance.