What should the working record show?
Illustrative example. The fields below are a preparation framework; project procedures and acceptance criteria must come from the approved plan.
| Topic | Required evidence | Owner |
|---|---|---|
| System | Asset or operating procedure | Handover index |
| Material | Approved manual or procedure revision | Document register |
| Attendance | Role and date | Training record |
| Action | Question or remaining task | Closeout log |
What does the source support?
The US Department of Energy includes handoff and final documentation in its commissioning process. Training records should be linked to the same controlled system and document identity.
Sources: US Department of Energy: Commissioning Process for Federal Facilities
Who approves the result?
The responsible commissioning professional approves test sequences, acceptance criteria and results. Only the registered engineer on the job performs engineering sign-off.
Common questions
What else should the bid team know?
Does this guide define the project's pass criteria?
No. Use the approved design, procedure and commissioning plan.
Can a documentation service accept a test?
No. The appointed commissioning professional and responsible engineers control acceptance.
Who signs off engineering?
Only the registered engineer responsible for the job.
Primary sources
- Commissioning resources and Standard 202-2024ASHRAE
- Commissioning Process for Federal FacilitiesUS Department of Energy
- Lessons Learned from Tier Certification of Constructed FacilitiesUptime Institute