Controlled acceptance guide
FAT, SAT and Operational Readiness Guide
A gated delivery model for proving the configured product, installed interfaces, degraded modes, procedures, evidence and operating organization before a PrecisionDCOS service enters production.
- Access
- Open access
- Resource type
- Controlled engineering and acceptance guide
- Primary audience
- Owners, EPCs, integrators, commissioning authorities, contractors, operators, vendors and project managers
- Product scope
- All selected PrecisionDCOS components and interfaces
Different questions. Different evidence.
FAT, SAT, commissioning and operational readiness are related, but they do not prove the same thing.
Factory Acceptance Test validates the assembled and configured product before deployment. Site Acceptance Test validates the installed product, live interfaces and site-specific behavior. Commissioning integrates the system into the broader facility and confirms coordinated performance. Operational readiness confirms that people, access, procedures, support, spares, evidence and service governance are ready for sustained operation.
Passing one gate does not automatically pass the next. A device can pass FAT and still be wired, addressed, routed, labeled or integrated incorrectly on site. A technically complete installation can still be unready for service because users, procedures, escalation, backup, vendor support or customer communications are incomplete.
Acceptance is not a demonstration that the screen looks right. It is controlled evidence that the defined system behaves correctly in normal, failure and recovery conditions.
Gated delivery
Carry requirements and evidence from design through service commencement.
Scroll horizontally to see the full table.
| Gate | Entry basis | Exit evidence |
|---|---|---|
| Approved design | Executed scope, requirements, interfaces, responsibilities and acceptance strategy | Approved Basis of Design, authority schedule, architecture and submittal plan |
| Ready for FAT | Approved hardware, software, configuration and test procedure | Build record, configuration baseline, simulated sources, prerequisites and open-item list |
| FAT accepted | Executed factory procedures | Test results, exceptions, corrective actions, configuration, backup and release record |
| Ready for SAT | Installed power, network, pathways, devices, source interfaces and site prerequisites | Installation inspection, as-built updates, source availability and coordinated test plan |
| SAT accepted | Executed site procedures | Live-interface, failure, recovery, alarm, security and operational test evidence |
| Operationally ready | Users, procedures, support, spares, records and service integrations complete | Readiness checklist, training, runbooks, escalation, backup/restore and accepted exceptions |
| Service commenced | Formal acceptance of agreed readiness and residual risk | Service-start record, operating baseline, customer communication and lifecycle ownership |
- Discovery
- Basis of Design
- Detailed engineering
- Submittals
- Procurement
- Staging and configuration
- Factory Acceptance Test
- Site installation support
- Site Acceptance Test
- Commissioning integration
- Operational readiness
- Service commencement
- Lifecycle operation and optimization
Prove the configured product
FAT validates the delivered baseline before the site becomes the test bench.
- Verify approved equipment, options, versions and quantities
- Verify panel, rack, server, network and power assembly
- Verify labeling, terminals, harnesses, ports and internal wiring
- Load and record the controlled software and configuration baseline
- Verify identity, time, certificates, roles and administrative access
- Exercise representative acquisition, alarms, quality and staleness
- Validate IO, output arbitration and GMS monitor-only boundaries where included
- Validate network segmentation, routing, firewall, OOB and configuration backup
- Exercise node, interface, service and power failures appropriate to the build
- Validate buffering, replay, backup, restore and recovery assets
- Verify dashboards, reports, notifications and workflow integrations
- Capture exceptions, corrections, retest and release evidence
- Produce a transportable backup and installation package
FAT may use approved simulators, representative devices or recorded interfaces where live site equipment is unavailable. The test record must identify what was simulated, what remains for SAT and any assumption that could change site behavior.
FAT evidence package: approved FAT procedure and witness record; equipment and serial-number record; firmware, OS, application and configuration versions; configuration export and checksum where appropriate; network and port baseline; user, role and certificate baseline; point, alarm and source simulation record; test results and screenshots or machine evidence; failure and recovery results; backup and restore record; open-item and deviation register; corrective action and retest; shipment or deployment release.
Prove the installed system
SAT validates actual power, network, field interfaces and operating behavior at the site.
- Verify installed equipment, location, power, grounding, environment and access
- Verify field wiring, polarity, shield, termination, labeling and source identity
- Verify network ports, addressing, routing, segmentation, DNS, NTP and remote access
- Verify live protocol, API, event, trap, serial and physical-point acquisition
- Verify source time, receive time, quality, range, units and staleness
- Verify alarm priority, notification, escalation, maintenance and suppression
- Verify local, hosted and customer views
- Verify OOB and recovery from the actual authorized remote location
- Exercise node, link, power, collector, WAN, identity and source failures as applicable
- Verify approved commands, feedback and inhibition only where separately included
- Verify GMS local operation remains independent and PrecisionDCMS status remains monitor-only
- Verify incident, work, change, maintenance and evidence integrations
- Verify backup, restore and post-failure return to normal
- Update as-built, point, asset, dependency and authority records
SAT validates the accepted site configuration and interfaces. It does not replace the OEM's own startup, functional testing, electrical protection testing, fire-alarm acceptance, gas-system proof testing, mechanical commissioning or other regulated and specialized work.
Prove the organization can operate it
Technical completion is not service readiness.
People and coverage
Named customer, PrecisionX, site, vendor, carrier, security, commissioning and emergency contacts; staffing, hours, on-call and field-response coverage.
Identity and access
Production users, roles, MFA, privileged access, service identities, customer access, emergency access, credential custody and deprovisioning.
Procedures and runbooks
Alarm, incident, escalation, change, maintenance, impairment, backup, restore, failover, recovery, safety, communications and service-restoration procedures.
Monitoring and workflow
Production sources, dashboards, alerts, tickets, incident, work, maintenance, change, notification, status and customer workflow.
Asset and configuration
As-built asset, interface, point, dependency, firmware, configuration, certificate, license and support records.
Backup and recovery
Successful backup, protected storage, restore validation, recovery image, spare, replacement and disaster-recovery responsibilities.
Vendor and carrier support
Entitlements, portals, contracts, escalation, RMAs, circuit IDs, maintenance notices, warranty and renewal dates.
Spares and field execution
Critical spares, tools, access, logistics, qualified labor, dispatch, chain of custody and replenishment.
Evidence and assurance
Acceptance packages, training, access, changes, backups, tests, exceptions, risk acceptance and control-owner records.
Customer and service governance
Service scope, operating tier, service clocks, severity, communications, review cadence, reporting, exclusions, handback and change process.
Test what happens when the architecture is not healthy
Normal-state demonstrations are insufficient for critical operations.
The failure-mode matrix records, for each injected condition, the expected state, operator visibility, automated behavior, manual response, recovery and evidence. Required injected conditions include:
- Loss of one Field Core
- Loss of one NX Node
- Loss of a Standard-node power source
- Loss of an access or aggregation switch
- Loss of a collector or proxy
- WAN or tunnel loss
- Hosted-service impairment
- DNS or NTP impairment
- Identity-service impairment
- Database or storage impairment
- Event storm
- Source-system or API unavailable
- Sensor open, short, out-of-range or stale
- A/B source disagreement
- Output-authority conflict
- Backup failure
- Restore to replacement hardware
- OOB primary-path loss
- Carrier maintenance or circuit failure
- Security controller or VMS impairment
- Primary NOC unavailable
- Regional recovery activation where included
Each test must define prerequisites, injected condition, expected local and hosted state, alarms, quality, workflow, command inhibition, customer impact, recovery sequence, return-to-normal validation and required evidence. Do not test a hazardous or destructive condition without the approved safe simulation, OEM procedure, site authorization and qualified personnel.
Controlled acceptance record
Preserve what was tested, what passed and what remains open.
Test evidence must identify the requirement, procedure, environment, version, participant, date, source, expected result, actual result, attachments, exception, corrective action, retest and approval.
- Blocking
- Prevents progression to the next gate or service commencement
- Conditional
- May proceed only with documented mitigation, owner, due date and approval
- Deferred
- Scheduled for a later approved phase because the prerequisite is genuinely unavailable
- Informational
- No acceptance impact, retained for lifecycle awareness
Do not convert an untested requirement into a pass. Mark it not tested, blocked or deferred with the reason and controlling approval.
Screenshots may support a result, but they should not be the only evidence where machine logs, configuration exports, source records, test instruments or signed procedures provide stronger proof. Evidence remains linked to the tested baseline and version.
Formal transition to operations
Start service with an accepted baseline and named ownership.
- Effective date and time
- Sites, systems and services entering scope
- Operating-authority tier
- Monitoring and support hours
- Customer and PrecisionX responsibilities
- Accepted configuration and document baseline
- Open exceptions and risk acceptance
- Active users and access methods
- Escalation and communication paths
- Backup, restore and recovery status
- Spares and field-response status
- Vendor and carrier support status
- Reporting and service-review cadence
- Warranty and lifecycle dates
- Handback and exit records
- Approval signatures or equivalent controlled acknowledgment
Service commencement does not erase unresolved risk. It records the accepted production boundary, residual exceptions, accountable owners and the lifecycle processes that will manage them.
The controlled guide includes
- Delivery and acceptance lifecycle
- Gate-entry and gate-exit criteria
- FAT planning and prerequisites
- Hardware, software and configuration verification
- Source simulation and live-interface testing
- SAT and commissioning coordination
- Failure and degraded-mode test matrix
- IO, command and GMS safety boundaries
- Network, OOB and connectivity acceptance
- Security-system acceptance
- Backup, restore and recovery testing
- Operational-readiness checklist
- Evidence package and exception control
- Service-commencement record
- Roles, witnesses, approvals and handoff
- Lifecycle retest and change implications
Frequently asked
Questions and answers
- Can FAT replace SAT when the system is pre-staged?
- No. Pre-staging and FAT reduce site risk, but SAT must validate the installed power, network, field wiring, live sources, site-specific failures, remote access, operational workflows and as-built condition.
- Is SAT the same as commissioning?
- No. SAT accepts the PrecisionDCOS installation and interfaces. Commissioning validates coordinated performance across the broader facility and may include OEM, electrical, mechanical, fire, gas, network, controls and other specialized scopes.
- Can operational readiness be completed after go-live?
- Some lifecycle items continue after service start, but the minimum people, access, procedures, monitoring, escalation, backup, recovery, support, evidence and customer-communication requirements must be accepted before the service is represented as operationally ready.
- Who writes and witnesses the test procedures?
- Responsibility is established by the project. PrecisionX may author and execute its product and integration procedures; owners, EPCs, integrators, commissioning authorities, OEMs, customers and regulated specialists witness or perform the tests applicable to their scope.
- Can a failed test be accepted with a punch-list item?
- Only through the defined exception process. The item must be classified, mitigated, assigned, dated and approved by the authorized parties. Blocking failures cannot be converted into conditional acceptance merely to preserve schedule.
Related resources
PrecisionDCMS Technical Manual
Establish the controlled product baseline and acceptance obligations.
Read resourceNetwork and ConnectivityDCOS Connect Service Guide
Apply objective turn-up and end-to-end acceptance to carrier and interconnection services.
Read resourceAssurance and ComplianceAssurance Services Overview
Carry acceptance, training, access and recovery records into control evidence.
Read resourceDefine the acceptance strategy early
Make the required behavior testable before procurement and installation.
Share the Basis of Design, project schedule, system boundaries, commissioning plan and operating model. PrecisionX will identify the applicable factory, site and readiness gates.
