The short answer
Agree on the test scope, expected power effects and responsible contacts before scheduling it. A routine engine exercise and a planned transfer or load-related test are different activities. The qualified provider should explain what is proposed and what the results will—and will not—demonstrate.
General guidance, not installation, repair, engineering or legal instructions. Confirm equipment-specific and current local requirements with the appropriate professional.
Identify who could be affected
Ask building management to coordinate with occupants and the people responsible for IT, security, refrigeration or other dependent systems as applicable. Do not assume a short interruption is harmless because the business will be closed to customers. Staff, remote systems and scheduled processes may still be relying on power.
Set a controlled appointment window
Choose a time when the appropriate people can be available and agree who can authorize postponement if conditions are unsuitable. Generator Care normally works 9 a.m.–5 p.m.; additional hours require arrangement. A preferred time on the website does not establish that a technician or every necessary trade is available.
Ask for a useful result record
Request the test type, conditions, observations, limitations and follow-up recommendations in the report. Have the building’s responsible contacts confirm restoration of the systems within their scope. Do not turn this planning checklist into a DIY test procedure or have unqualified staff operate transfer equipment.
Put it into practice
Before confirming the test
- Agree on the test objective and expected power transitions.
- Notify affected occupants and relevant system owners.
- Name the people who approve, observe and coordinate restoration.
- Confirm what documentation and follow-up will be supplied.
Can testing be done without any effect on the building?
That depends on the proposed activity and installation. Ask for an explicit answer for the actual scope. Do not assume that an engine-only exercise provides the same evidence as a test involving the backed-up loads.
Sources & further reading
Primary references for this topic. These inform general guidance; they do not approve a particular installation, establish a warranty claim or define our service agreement.
- Generac · Exercise schedule and controller compatibility ↗
- Kohler Home Energy · Automatic transfer switches ↗
Spotted something unclear or out of date? Tell us about this guide.
