HTM Companion AHU Aid

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AHU Compliance Aid

Healthcare AHU inspection, verification and sign-off workflow.

Status Key

PASSFAILOBSERVATION CONDITIONAL PASSADVISORYPENDINGN/A
This tool is an inspection and verification aid. It does not replace AE(V), AP(V), commissioning specialist, contractor or statutory responsibilities.

1. General Information

Status Key & Engineering Interpretation

StatusMeaningTypical Use
PASSItem fully compliant and acceptableNo defects or concerns identified
FAILItem non-compliant or unacceptableDefect requires corrective action before acceptance
OBSERVATIONIssue noted but not currently preventing operationMinor concern, improvement item, or item to monitor
CONDITIONAL PASSAccepted subject to agreed remedial actionsCan proceed temporarily with outstanding snagging/risk agreement
ADVISORYRecommendation or engineering guidance onlyGood practice suggestion, maintainability improvement, future consideration
PENDINGItem not yet inspected, tested, or witnessedAwaiting commissioning, access, test results, or documentation
N/AItem not applicable to this AHU configurationExample: no humidifier fitted, no thermal wheel fitted

Risk / Engineering Interpretation

PASS

Used where the installation complies with specification, HTM intent is achieved, maintainability is acceptable and no safety or infection control concern exists.

Examples: coil accessible, filter correctly fitted, airflow proving operational.

FAIL

Used where a compliance failure, safety issue, unacceptable maintainability issue, infection control risk or non-functioning component exists.

Examples: no drain trap, inaccessible fan removal, standing water, failed frost protection.

Typically requires: remedial works, reinspection and closure evidence.

OBSERVATION

Used where an item is not ideal, may require improvement later, or creates an engineering concern not severe enough for outright failure.

Examples: tight maintenance access, cosmetic casing damage, awkward valve access, minor labelling issue.

CONDITIONAL PASS

Accepted for operation subject to agreed outstanding actions. This is especially important in healthcare projects where operational need, risk assessment and agreed snagging must be clearly recorded.

Examples: minor snagging outstanding, documentation incomplete, temporary controls strategy, non-critical access issue awaiting modification.

Usually linked to: target closure date, defect list and agreed responsibility.

ADVISORY

Not a defect. Used for engineering recommendations, maintainability suggestions, lifecycle improvements and best-practice comments.

Examples: recommend additional lighting, improved valve labels, improved access arrangement.

PENDING

Used where the item has not yet been witnessed, tested, accessed or documented. Avoids forcing pass/fail prematurely.

Examples: HEPA test pending, controls integration incomplete, BMS graphics not yet available.

N/A

Used where the component simply does not exist within the installed AHU configuration.

Examples: no humidifier, no thermal wheel, no face and bypass dampers, no standby fan arrangement.

Suggested AE/AP Guidance

PASSCompliant and acceptable
FAILRemedial action required
OBSERVATIONEngineering observation recorded
CONDITIONAL PASSAccepted subject to agreed actions
ADVISORYRecommendation only
PENDINGInspection/test outstanding
N/ANot applicable to installed configuration

Evidence References

Risk / Defect Classification

RefDescriptionRisk TypeRisk LevelAction RequiredTarget DateDel

Final Sign-Off

Signatories

Asset Condition Assessment

Optional existing AHU condition survey. This is a brief HTM-style lifecycle grading report to accompany the detailed compliance assessment where required.

Generate Report