Inspection and Test Plan for Method Statement – Heavy-Duty Escalator Installation (Transit/Commercial Building)
AI-assisted inspection and test plan connected to a method statement, with PDF and Excel export.
More than a static template
Unlike a downloadable Word or PDF template, this ITP is an AI-assisted editable starting point directly connected to its method statement. Every inspection activity, hold point, and acceptance criterion is structured and ready to adapt to your project.
- AI-assisted customization — Tailor inspection activities and acceptance criteria to your specific project scope.
- Linked method statement — This ITP is connected to the corresponding method statement describing the work sequence.
- Multiple export formats — Download as a formatted PDF or editable Excel spreadsheet.
- Editable starting point, not a final document — Review and verify all content against your project specifications and standards before use.
What you can customize
When you save this ITP to your account, every inspection row becomes editable. You can add, remove, or modify:
- Inspection activity — Description of what is being inspected.
- Inspection type — Hold point (H), Witness point (W), Review (R), or Monitor (M).
- Responsibility — Contractor, subcontractor, engineer, or client.
- Frequency — How often the inspection occurs.
- Acceptance criteria — Referenced standard or specification requirement.
- Records — Forms, test reports, or checklists required as evidence.
Why this ITP is used
To ensure escalator installation complies with standards and OEM tolerances through defined inspections, tests, and records.
Who uses this inspection and test plan
Contractors, OEM specialists, QA/QC engineers, consultants, and authorities having jurisdiction.
When this ITP is prepared and submitted
Throughout installation: pre-works, truss setting, anchoring, grouting, M&E, commissioning, and handover.
Who receives or approves this ITP
Consultant/Engineer and Authority Having Jurisdiction (where applicable).
Inspection scope
Dimensional surveys, structural readiness, anchor/grout verification, mechanical/electrical checks, functional and safety device tests.
Typical hold, witness, and review points
Hold before grouting; witness anchor torque; witness pre-energization; witness functional and brake tests.
Typical inspection records
IRs, survey reports, torque logs, cube tests, electrical test sheets, OEM commissioning records, certificates, as-builts.
Important approval note
This ITP is an AI-assisted editable starting point, not a pre-approved document. Before use on any project, all inspection activities, hold points, and acceptance criteria must be reviewed and approved by the relevant parties (superintendent, principal contractor, or client representative) in accordance with your contract and project quality plan.
Always verify acceptance criteria against your applicable drawings, specifications, and regulatory requirements. Hold points must be confirmed with the relevant authority before work proceeds past that point.
Inspection and test plan
| Activity | Inspection / Test | Acceptance Criteria | Responsibility | Record |
|---|---|---|---|---|
| Pre-install documentation/approvals | Verify approved drawings, lift plan, MS/ITP, permits | All approvals current and available | PM/QA-QC | Approval register/IR |
| Pit/plinth survey verification | Dimension/level survey | Within tolerances (level ≤3 mm; dims ±5 mm) [Verify] | Surveyor/Consultant | Survey report/IR |
| Concrete strength confirmation | Review cube results or core tests | ≥ specified compressive strength [Verify] | QA-QC/Consultant | Test certificates |
| Lifting gear inspection | Certificates and visual check | Valid 3rd-party certs; no defects | Lifting AP/HSE | Pre-lift checklist |
| Truss placement and coarse alignment | Level/centerline check | Within ±5 mm coarse set | Supervisor/Consultant | IR, checksheet |
| Final alignment and shimming | Detailed survey | Level ≤1 mm/m and ≤3 mm total; offset ≤3 mm | Surveyor/OEM/Consultant | As-set survey/IR |
| Anchors installation and torque | Hole depth/cleanliness; torque test | Embedment per design; torque within datasheet | Installer/QA-QC | Anchor log/IR |
| Grout installation | Material ID; pour method; cube samples | No voids; compressive ≥ specified | Installer/QA-QC/Consultant | Grout report, cube results |
| Drive/motor alignment | Dial/laser alignment | Within OEM tolerance | OEM/QA-QC | Alignment sheet/IR |
| Electrical tests (IR, continuity, earthing) | Megger 500 V; continuity; PE bonding | IR ≥1 MΩ; correct polarity; PE continuity | Electrician/QA-QC | Electrical test report |
| Step chain installation & tension | Tension gauge/indicator | Within OEM range; left/right equal | OEM/QA-QC | Tension record |
| Skirt gap measurement | Feeler gauge along travel | Typical 3–4 mm; max 6 mm local; uniformity ±1 mm [Verify] | Installer/Consultant | Gap measurement sheet |
| Comb plate engagement and switches | Engagement depth; comb impact trip | Uniform 4–7 mm; switch trips within OEM range | OEM/QA-QC | Comb setup record |
| Handrail vs step speed differential | Tachometer measurement | 0 to −2% (handrail not faster) | Commissioning/Consultant | Speed test report |
| Functional safety device tests | E-stops, skirt obstruction, missing step, step sag, speed monitor, direction limit, handrail entry, pit stop, phase failure | All devices operate per EN 115-1/OEM | OEM/QA-QC/Consultant | Functional test certificates |
| Brake test and stopping distance | Stopping distance at rated speed/load | Within EN 115-1 limits [Verify] | OEM/Consultant | Brake test report |
| Final finishes, signage, lighting | Visual and function check | Code-compliant signage; lighting operational | Installer/QA-QC | IR/Checklist |
| As-built and handover documentation | Document completeness review | Complete O&M, test certs, as-built survey | PM/QA-QC | Handover dossier |
This table is a read-only public reference. Download the PDF or Excel version, or customize this ITP to edit it for your project.
Frequently asked questions
Related method statement
This Inspection and Test Plan is associated with the Method Statement – Heavy-Duty Escalator Installation (Transit/Commercial Building) method statement, which describes the step-by-step construction sequence, resources, materials, equipment, safety controls, and environmental controls for this activity.
View the Method Statement – Heavy-Duty Escalator Installation (Transit/Commercial Building) method statement →