Technical / Field Services
Installation Documentation & Sign-Off
Produce accurate as-built records and a technical sign-off that the work matches scope and standards — the gate before the customer is asked to accept.
- Trigger
- Installation execution and commissioning pass.
- Owner
- Lead Technician
- Inputs
- Installed systems.
- EOD reports and photos.
- Required conditions
- Commissioning passed.
Steps
- Assemble as-built documentation.
- Verify against the Installation Documentation Standard.
- Lead Technician signs off.
Decision points
- Does documentation meet the standard? → If not, return to the crew for the specific missing record.
- Outputs
- As-built documentation package and technical sign-off.
- Handoff
- Customer Success / Account Manager
- Failure / exception path
- Documentation incomplete — sign-off withheld, Customer Acceptance cannot start.
Candidate system state transition
Project → READY_FOR_ACCEPTANCE
Technical sign-off complete — the project is ready for the customer walkthrough and acceptance.
Documented for Phase 2 — no state machine exists yet.
Related system objects
Related lifecycle stages
Related standards
Related forms
None yet
Future automation opportunity
Block Customer Acceptance from opening until the documentation checklist is 100% complete.
Required data
- Documentation checklist items
- Compliance status
- Sign-off date