Integration defines how product, containers, packs, signals, utilities, people and documents cross supplier boundaries. It continues through FAT, installation, commissioning and controlled ramp-up.
It should identify physical, process, utility, control, safety and documentation interfaces; owners and due dates; layout approvals; FAT and SAT evidence; installation sequence; training; and open-item closure.
Physical, process, utility, control, safety and document handoffs need an owner, due date and acceptance record.
| Interface | Confirm | Evidence |
|---|---|---|
| Physical | Direction, height, pitch and access | Approved general arrangement |
| Process and hygiene | Product/CIP connections and conditions | P&ID and boundary register |
| Utility and control | Point-of-use loads and signals | Utility schedule and I/O list |
| Delivery and acceptance | FAT, shipment, installation and open items | Responsibility and test matrix |
Each stage proves only what its conditions allow. Carry unresolved items forward with an owner, due date and defined closure evidence.
| Gate | What it can verify | Required inputs | Exit record |
|---|---|---|---|
| Design review | Requirements, layout, interfaces and planned controls on documents | Approved URS, drawings and responsibility matrix | Comment log and approved revisions |
| FAT | Factory-available functions, build, alarms and representative tests | Protocol, samples/simulation, instruments and limits | Signed results and punch list |
| Shipment release | Packing, documents, spares and accepted open-item route | FAT status and packing scope | Release record and shipment index |
| Installation and commissioning | Correct setting, connections, utilities and individual operation | Site readiness and approved interfaces | Installation checks and baseline settings |
| SAT and ramp-up | Installed operation under agreed site conditions | Product, package, people, utilities and test protocol | Results, deviations, training and closure plan |
| Final handover | Contracted evidence and unresolved-item status | As-built register and acceptance records | Accepted document index and ownership transfer |
Decision boundary: FAT does not prove every site condition, and SAT should not silently absorb unapproved design deviations. State the acceptance boundary in the contract.
Use only categories applicable to the delivered scope and destination. Legal or regulatory applicability requires qualified review; this register does not make a compliance determination.
| Document group | Examples to define | Due stage | Register check |
|---|---|---|---|
| Design and layout | General arrangement, foundations, access, product/CIP flow and interfaces | Review before manufacture | Equipment tag, dimensions and revision match |
| Utilities and controls | Load schedule, connection points, electrical drawings, I/O and network boundary | Site preparation | Point-of-use condition and owner stated |
| Materials and quality | Agreed material records, bought-out component list and inspection evidence | Before FAT or shipment | Scope and delivered model identified |
| Operation and maintenance | Manuals, lubrication, maintenance tasks, troubleshooting and parts list | Before training/handover | Language, format and delivered revision match |
| Software and settings | Contracted PLC/HMI backups, recipes, licenses and restoration instructions | FAT update and final handover | Access, version and restore responsibility defined |
| Acceptance and handover | FAT/SAT protocols, results, punch list, training and as-built index | Milestone and project close | Signatures, open items and final revision reconciled |
Decision boundary: A certificate or manual is useful only when its subject, model, revision and contractual purpose are clear. Keep superseded files identifiable but out of the approved working set.
Use layout, general arrangement, product piping, utility load, conveyor, I/O and safety-boundary documents to prevent late assumptions.
FAT should verify the agreed factory scope with defined samples and conditions. SAT verifies the installed system under confirmed site conditions.
Commission utilities and individual machines before connected operation. Track recurring stops, settings, training needs and temporary fixes until production is repeatable.
Every equipment decision has an upstream condition, a current function and a downstream handoff.
Freeze requirements, drawings, interfaces and change control.
Complete FAT, documents, packing and open-item plan.
Install, commission, train, test and ramp up against the agreed basis.
The supplied Allot Tech 2026 catalog supports named equipment groups such as water treatment, beverage preparation, CIP, bottle handling, filling platforms, labeling, conveying and secondary packaging. It does not make every module mandatory for every project.
Company identity, contact route, named equipment categories and catalog reference flows.
Application routes and model-family context from the supplied catalog.
Output, power, dimensions, materials, components, process conditions, availability, price and service scope.
Invented performance, price, certifications, projects, reviews, factory claims or guarantees.
These answers frame the equipment decision. The final process and equipment remain project-specific.
No. FAT is performed before shipment within the agreed factory scope; SAT checks the installed system under site conditions.
The contract and interface matrix must state supplier and buyer responsibilities; it should not be left implicit.