Transformer Commissioning Checklist

Use this Transformer Commissioning Checklist template to verify installation, test performance, ensure safe and optimal transformer function.

Transformer Commissioning Checklist



Safety Measures

1. Has a safety briefing been conducted for all individuals involved in the erection procedure?


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2. Do all workers have access to and use personal protective equipment (PPE)?


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3. Is there a first-aid kit and emergency contact information available?


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Transformer Arrival & Inspection

1. Has the transformer been inspected for evident damage during shipping?


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2. Are all components and accessories present as specified on the packing list?


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3. Have any differences or damages been documented and the provider notified?


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4. Have the manufacturer’s instructions for unpacking the transformer been followed?


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5. Has no damage occurred during the unpacking procedure?


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Pre-Installation Tests

1. Have insulation resistance (IR) tests been performed?


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2. Have oil tests been conducted on transformers that are filled with oil?


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3. Has the tightness of any external connections been checked?


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Transformer Erection

1. Is the transformer placed on the foundation according to the layout plan?


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2. Is the transformer aligned using appropriate alignment tools?


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3. Are all external components, including bushings, radiators, conservator tanks, and fans, assembled and properly secured?


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4. Are primary and secondary cables, or busbars, connected?


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5. Have all electrical connections been tightened to the required torque?


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6. Are grounding cables installed per the grounding plan?


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7. Is the process for filling the transformer with oil followed correctly?


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8. Have degassing and dehydration been performed as needed?


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9. Are oil levels checked and is there confirmation that there are no leaks?


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10. Have final checks and testing been conducted after installation?


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Testing

1. Has an extensive visual check of the transformer been performed?


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2. Have final electrical tests, such as insulation resistance, winding resistance, and ratio tests, been conducted?


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3. Is the operation of all cooling systems and control devices verified?


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Commissioning

1. Has the transformer been energized under supervision?


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2. Are there checks for unusual noises, vibrations, or temperature increases?


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3. Is there a record of all commissioning data for future reference?


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Documentation

1. Have all test results, assessment records, and commissioning reports been collected?


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Maintenance And Monitoring

1. Is there a schedule for regular maintenance inspections based on the manufacturer’s recommendations?


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2. Is transformer performance evaluated and are any irregularities documented?


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Oil Analysis

1. Is periodic oil sampling and analysis conducted?


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2. Is the dielectric strength, moisture content, and dissolved gas analysis of the oil checked?


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Transformer Pre-Installation

1. Are all essential permissions and approvals in place?


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2. Has the manufacturer’s installation manual and technical specifications been consulted?


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3. Are all engineering drawings and site plans available?


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Site Preparation

1. Is the transformer groundwork (foundation) complete and meeting the design criteria?


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2. Is there adequate grounding and bonding at the job site?


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3. Is the location free of debris and appropriately leveled?


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Equipment & Tools

1. Is all required equipment (cranes, rigging gear, safety equipment) available?


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2. Is the lifting and handling equipment certified and safe?


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Checklist by GoAudits.com – Please note that this checklist is intended as an example. We do not guarantee compliance with the laws applicable to your territory or industry. You should seek professional advice to determine how this checklist should be adapted to your workplace or jurisdiction.

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