Customer planning guide

How to prepare for a site acceptance test

Prove installed packaging machinery with the customer’s utilities, operators, materials and production environment.

Production environment for how to prepare for a site acceptance test

The main point

The SAT confirms that the installed machine performs at the customer site. It should distinguish installation issues from product, pack, utility and operating conditions.

1. Confirm readiness

Complete installation, utilities and safety checks. This should be recorded in the customer requirement so it can be tested rather than assumed.

  • Complete installation, utilities and safety checks
  • Provide approved product and packaging
  • Ensure trained operators and support are present

2. Repeat critical evidence

Verify functions affected by installation. This should be recorded in the customer requirement so it can be tested rather than assumed.

  • Verify functions affected by installation
  • Run the agreed product and pack matrix
  • Measure output and quality under site conditions

3. Test interfaces

Confirm upstream and downstream handshakes. This should be recorded in the customer requirement so it can be tested rather than assumed.

  • Confirm upstream and downstream handshakes
  • Challenge blocked, starved, reject and restart sequences
  • Check data, coding and traceability connections

4. Hand over control

Close actions. This should be recorded in the customer requirement so it can be tested rather than assumed.

  • Close actions
  • Approve settings, manuals and maintenance routines
  • Record training and production release

Customer comparison table

SAT differenceWhy it matters
Customer utilitiesPressure, voltage, air quality and extraction affect performance
Normal environmentTemperature, humidity, dust and hygiene conditions differ from the factory
Connected lineBuffers and controls change real output
Customer operatorsTraining and standard work affect repeatability

Relevant Lancing routes

Use the guide to prepare the requirement, then continue to the specialist routes below.

Common search questions

Questions customers also ask

Open a question for a concise answer, then use the detailed guide above for the full production checks.

How should I use the How to prepare for a site acceptance test page?

Prove installed packaging machinery with the customer’s utilities, operators, materials and production environment.

What information should I collect before comparing equipment for How to prepare for a site acceptance test?

Collect representative product and packaging samples, dimensions, format range, current and required good output, measurable tolerances, utilities, site layout and cleaning requirements.

Why should I test the hardest product or pack first for How to prepare for a site acceptance test?

The most difficult product, smallest dose, largest pack or least stable container normally exposes limitations that an easy sample can hide.

How should I compare two machinery routes for How to prepare for a site acceptance test?

Compare sustained good output, quality, changeover, cleaning, operator work, utilities, maintenance and the acceptance test—not only catalogue speed and purchase price.

When should I ask for a sample trial for How to prepare for a site acceptance test?

Ask for a representative trial before committing when product flow, foam, dust, particles, seals, labels, closures or pack stability could materially affect the result.