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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.

DesignGate 1
BuildGate 2
FATGate 3
DeployGate 4
SATGate 5
ReadinessGate 6
ServiceGate 7

Scroll horizontally to see the full table.

Reference table
GateEntry basisExit evidence
Approved designExecuted scope, requirements, interfaces, responsibilities and acceptance strategyApproved Basis of Design, authority schedule, architecture and submittal plan
Ready for FATApproved hardware, software, configuration and test procedureBuild record, configuration baseline, simulated sources, prerequisites and open-item list
FAT acceptedExecuted factory proceduresTest results, exceptions, corrective actions, configuration, backup and release record
Ready for SATInstalled power, network, pathways, devices, source interfaces and site prerequisitesInstallation inspection, as-built updates, source availability and coordinated test plan
SAT acceptedExecuted site proceduresLive-interface, failure, recovery, alarm, security and operational test evidence
Operationally readyUsers, procedures, support, spares, records and service integrations completeReadiness checklist, training, runbooks, escalation, backup/restore and accepted exceptions
Service commencedFormal acceptance of agreed readiness and residual riskService-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.

Define 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.