Mass installation should not begin until the delivered unit, actual opening, approved detail and first installed result have been reconciled.

A window can match its factory drawing and still arrive at a wall that is smaller, out of plumb or built with a different waterproofing interface. If the team responds by trimming, forcing or changing sealants unit by unit, the first opening becomes an uncontrolled experiment. A first-installation gate turns that uncertainty into recorded decisions before repetition multiplies the error.

Safety and design boundary: Site measurement, lifting, fixing, glazing, waterproofing and testing require competent project personnel. This guide is a buyer review framework, not an installation design or safe-work method.

1. Compare actual openings with the controlled schedule

Survey representative and high-risk openings before production release, then confirm the completed openings before installation. Record width, height, diagonals, level, plumb, sill condition, wall build-up, finish datum and the intended frame position using the project’s approved method.

Do not convert one measured opening into a silent production-size change. Group deviations, identify affected marks and obtain the authorised design and commercial disposition. The required installation joint and tolerance come from the project detail—not a universal allowance.

Opening readiness record
FieldRecord
Opening mark and location[enter]
Drawing/schedule revision[enter]
Measured geometry and date[enter]
Wall, sill and waterproofing condition[enter]
Required frame position/interface[enter]
Deviation and disposition[enter]
Authorised release[enter]

2. Inspect delivery before responsibility becomes unclear

Match container, package and opening-mark records using the export packaging guide. Photograph the seal and container condition before unloading, then record package damage before units are moved or unpacked beyond what the receiving procedure requires.

Count packages and accessories against the controlled packing list. A missing handle carton and a broken glazed unit need different containment, evidence and recovery routes; both need an item identity and time-stamped receiving record.

  • Container and seal identity
  • Package count and labels
  • Visible impact, moisture or movement
  • Affected opening mark and product
  • Glass, finish, frame and accessory condition
  • Carrier/insurer notice requirements
  • Quarantine, repair or replacement decision

3. Decide pre-glazed or site-glazed as a project method

Factory glazing can preserve controlled assembly but increases transport and lifting weight. Site glazing can reduce unit weight yet transfers glass handling, setting, sealing, protection and quality controls to site. Neither route is automatically safer or better.

For large or high-level units, connect pane size and weight, access, lifting equipment, storage, weather, competent labour, glazing instructions and responsibility for breakage. Do not leave the decision until the container is open.

Glazing-route decision
QuestionFactory-glazed routeSite-glazed route
HandlingComplete-unit size and weightSeparate frame and glass handling
Quality controlFactory assembly recordSite glazing inspection
InterfacesTransport restraints and liftingSetting blocks, seals and site conditions
ResponsibilityDamage vs installation boundaryGlass storage and glazing workmanship
EvidenceFactory release and deliverySite glazing and final-unit record

4. Use the first installed unit as a release gate

Choose a representative or high-risk opening—not the easiest unit. Confirm the opening, product identity, fixing route, support, level and plumb, perimeter layers, drainage, sealant geometry, operation, hardware and finish interfaces against approved project documents.

ASTM E2112 recognises that installed fenestration performance depends in part on installation procedures, workmanship, trade coordination and sequencing. A first-unit review should therefore include adjacent trades and envelope interfaces, not only the window installer.

  1. Record the approved detail, materials and responsible installers.
  2. Inspect concealed stages before they are covered.
  3. Check frame geometry and operation after fixing and glazing.
  4. Review continuity of water, air and insulation layers as designed.
  5. List deviations, corrective action, owner and reinspection date.
  6. Release repetition only after the authorised first-unit disposition.

5. Define field checks before performing them

Function, drainage, sealant and appearance checks should have a stated method and acceptance route. If field water or air testing is required, identify the governing project specification, method, sample selection, pressure or spray conditions where applicable, observation boundary and responsible parties before testing.

Laboratory and field evidence answer different questions. Use the test report review guide to keep the tested assembly, installed perimeter and project acceptance route separate.

Failure control: When leakage appears, record where water was applied, where it was observed and the installation state. Do not immediately cover the symptom with extra sealant and erase the evidence path.

6. Hand over protection and maintenance responsibilities

Define who protects glass, frames, tracks, drainage openings, hardware and sealants from welding spatter, cement, paint, impact and premature use. State when protective films must be removed based on product and project instructions; leaving them indefinitely can also damage finishes.

Handover should connect each opening mark to inspection status, outstanding work, keys, restrictors, accessories, cleaning limits and maintenance information. Protection is a controlled temporary condition, not a promise that following trades will be careful.

First-installation release record
ControlStatus/evidence
Opening and unit identity[record]
Approved detail and materials[record]
Fixing and concealed interfaces[record]
Geometry, operation and drainage[record]
Field checks and results[record]
Defects and corrective actions[record]
Protection and trade handover[record]
Approval to repeat[record]

Separate three decisions when only part of the site is ready

In a hypothetical delivery, the ground-floor openings are ready, the upper floor is still under wet trades, and an accessory carton has a quantity discrepancy. Do not issue a single ready-to-install instruction for the whole truck. Separate receipt of the goods, release of individual openings for installation, and approval to repeat the first installed detail.

At receipt, record the package identities, counted quantities and observed condition without treating a delivery signature as technical acceptance of every unit. Connect the accessory discrepancy to the packing-list line and affected opening marks. Keep the goods identifiable while the receiving team obtains the disposition required by the project procedure.

For installation, identify which marks have the approved opening and interface conditions. Keep the unready floor on a separate hold list with a named owner and the evidence needed to release it. A successful ground-floor first unit does not resolve a different sill or wall condition upstairs. Ask the responsible team whether those conditions need another first-unit review.

Send a usable site-readiness return before scheduling crews

Prepare one row per opening group: location, package reference, current drawing revision, opening readiness, outstanding adjacent work, access constraints and proposed inspection date. Add the responsible person for each unresolved item. Use this return to coordinate delivery and labour rather than promising a universal number of installation days.

Where phased delivery is requested, ask whether frames, glazing and accessories can remain matched and whether the packing order supports the agreed sequence. Record the storage and protection arrangements for deferred units with the responsible site team. Do not move or unpack units solely to improve the spreadsheet when the approved handling plan does not permit it.

Before repeating work, obtain the first-unit disposition and identify exactly which details and opening groups it covers. Keep receipt, installation readiness and repeat-work approval as separate statuses so a team can see why an opening remains on hold.

Use the export packaging guide together with the installation checklist for the related steps. Discuss your delivery sequence with the project reference and relevant opening marks.

FAQ

Can theoretical drawing dimensions be used for every opening?

Do not assume so. Use the project survey, tolerance and disposition process before production and installation.

Is factory glazing always preferable?

No. Transport, lifting, factory control, site capability and responsibility all affect the route.

Does a successful first unit approve every wall condition?

No. It establishes a controlled reference for its documented conditions; other substrates, details or high-risk openings may need separate review.

Can a hose test replace a specified field test?

Not automatically. Define the method, conditions, observation and acceptance route required by the project.

Who owns damage after delivery?

The contract, Incoterms, carrier and evidence determine responsibility. Record condition and notices promptly rather than assuming.

Continue the project review

Connect this guide with the proposed window and door systems, then review how Cavorlen approaches manufacturing and quality control. When your schedule is ready, send it through the project review form.

Official sources used

ASTM E2112 — Installation of exterior windows, doors and skylights ↗ASTM E331 — Water penetration test method ↗IMO — CTU Code for packing and unpacking cargo units ↗

Related buyer guides

Editorial boundary

This guide does not approve a wall opening, lifting plan, fixing, sealant, water test or installed window. The responsible project designers, contractors and safety personnel govern those decisions.