Document Review

Review every document for completeness and cross-document consistency before modelling. Run the model-identity check first, then the per-document checks. Batch any gaps or inconsistencies into a single client follow-up rather than drip emails.

Model identity (run first)

Brand, legal entity, and model name must line up across the 5125 report, 4692 report, tank drawing, manual, data plate(s), 2712 certificate, and electrical safety certificate.

For standalone systems, the system name, HP unit name, and tank model name are distinct — confirm each is consistent in the document that should carry it:

• System model ID: 2712 + manual.

• HP model ID: 5125 + HP data plate.

• Tank model ID: 4692 + drawing + tank data plate.

AS/NZS 5125.1 report

The primary modelling input — most errors only surface once regression outputs hit the model. Key checks:

• Identity: tank model, volume, standing loss (the 4692 value), evaporator/flow, and compressor (make, model, refrigerant) match the TDS.
• Regression coefficients: if two correlation sets are reported, select by R² (both >0.95 if available, otherwise the highest average of COP R² + Power R²). Integral systems always use the (Tw − Ta) function; standalone normally gets better correlation with (Twi − Ta).
• Tifr: the lowest air (dry-bulb) temperature during TC1 (coldest performance test). Never taken from TC5.
• Sanity: capacity, COP, and standby power (≈1–6 W) are physically plausible; sensor positions are consistent with the schematic. No negative power values.

For the full sensor / TPP / thermal-capacity review, use the /review-5125-report skill and the AS/NZS 5125.1 page.

AS/NZS 4692 report

• Tank model name matches the other documents.
• Standing heat loss value present and plausible (~2–2.5 kWh/day).
• Report is signed/valid; if unsigned, an authenticity email from the lab is required.

Tank drawing

• Model name matches the schematic and test reports.
• All volumes are read from the drawing’s parameter table — never calculated from geometry. A missing volume is a stop.
• Annotations present: heights/volumes above all inlets, outlets, element, thermostat, sensors, coil top and bottom; tank diameter, wall thickness, material; coil dimensions and material.
• Legionella positions: 45% daily to 60 °C → daily HP sensor must have >45% volume above it; 90% weekly → weekly sensor/element must have >90% above. See AS 3498 Cl 7.
• Flow control positions meet AS/NZS 4234:2008 Cl H4.2.
• Standalone only: the two HP port volumes and the tank wall conductivity (wall_k_w_mk) are present.

Send the client the data-table spreadsheet and an example drawing of a similar tank design to replicate.

Installation manual

• System model names match those applied and exactly as per 2712 certificate.
• Has the “operation modes”, “Legionella control”, and “control settings” sections, and they match how the product is modelled in TRNSYS.
• Warranty (tanks <700 L, VEU): warranty details in the manual or a separate card. Card must give an Australian warranty contact, be in plain English, give a minimum 5-year whole-system (compressor + tank) warranty, state who bears the claim expense, and include the mandatory Australian Consumer Law text. See Table 3, p18 of the VEU Water Heating Product Application Guide.

Data plate(s)

• Model name(s) exactly match the test reports, 2712 certificate, tank drawing, and what is submitted in the portal.
• Required for all VEU/ESS submissions.
• Integral: one data plate. Standalone: one for the HP unit and one for the tank.

System schematic

Required for all water heaters except integral HP. Must show: system model number, tank model number, HP model number, electric element location, temperature sensors and controllers; be in English; be legible.

AS/NZS 2712 certificate

Required for all submissions and authoritative for the model IDs. Confirm currency in the certifier database: IAPMO, SAI Global, Global Mark. Check expiry date is not upcoming.

Electrical safety certificate

• SAA/RCM/EESS evidence (the certificate, not the underlying test reports).
• Model name as applied appears on the certificate.
• Electric element capacity matches modelling.
• Model is listed on the EESS Registration Database before submission.

Scheme specific evidence

Check the document set against each pack in scope before closing the review:

• CER / SRES — test reports (5125, 4692, 2712, 4234) and technical details (TDS, drawing, manual). Omits data plates, control declaration, and electrical safety certificate.
• VEU and ESS — the full set, including control declaration, data plate(s), and electrical safety certificate, and application forms, declarations (complete in Stage 5 - Audit).