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Battery storage installation checklist
An installation record for a home battery energy storage system. Scan the battery label, record the capacity and inverter, then where it is installed. The form shows the PAS 63100 location rules and warns on bedrooms, escape routes and lofts. Record fire separation, detection, ventilation, clearances and isolation, the electrical tests, charge and backup tests, the DNO route and the handover. Every question is listed below, and you can fill the live form in on this page.
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Where can a home battery be installed?
PAS 63100:2024, published by BSI, says home batteries should be installed outdoors where practicable, for example in an outbuilding. It says they shall not be installed in rooms where people sleep, in escape routes such as hallways, landings and stairs, in lofts, roof spaces or voids, or in cellars with no access to the outside. Indoors it asks for 30 minutes' fire separation from bedrooms and escape routes, fresh-air ventilation to outdoors and interlinked fire detection.
Last updated . Facts checked by the SiteSurvey team on 17 October 2026 against BSI: PAS 63100:2024, protection against fire of battery energy storage systems for use in dwellings (free copy), MCS: update on PAS 63100 and the IET Code of Practice, MCS: notifying DNOs and IET: Amendment 4 (2026) to BS 7671:2018 published, with a new chapter on stationary batteries.
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Every question in the battery storage installation template
A home battery storage installation record: battery and inverter, location and fire safety against PAS 63100, separation, detection, ventilation, isolation, tests, backup, DNO route and handover. 4 sections and 52 questions. Follow-up questions and guidance appear only when an answer calls for them, so the person on site never sees the ones that do not apply.
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This is a starting point, not a fixed form. Once it is in your SiteSurvey account you can reword any question, add or remove questions, sections and answer options, and add your own logo, so it fits the way your team works and the jobs you do.
Details you only enter once
Add this form to a project in SiteSurvey and it fills in what the project already knows, so nobody on site retypes it and every form on the job uses the same names. Anything filled in can still be changed.
- Project: the project name
- Client: the project's customer
- Site: the site, when the form is opened for a space or a product
- Site address: the site address, from the space or the project
Battery
- ProjectShort answerFills in from the project name
- ClientShort answerFills in from the project's customer
- Site*Short answerFills in from the site, when the form is opened for a space or a product
- Site addressShort answerFills in from the site address, from the space or the project
- Date commissioned*Date
- TimeTime
- Installer*Short answer
- Battery make and model*Short answer
- Usable capacity (kWh)Number
- Scan the battery labelScan a label: serial number, model number
Optional. Scan the label or tag to capture its numbers.
- InverterChoose one
- Hybrid inverter with solar
- AC-coupled battery inverter
- Inverter AC rating (kW)Number
- CheckThis is the installer's site record of the installation and tests. The formal electrical installation certificate is issued separately, from the installer's registration scheme or certification software.
Location and fire safety
- Where it is installed*Choose one
- Outbuilding
- Outside wall
- Garage
- Utility room
- Loft
- Under the stairs
- Hallway or landing
- Bedroom
- Other
- GuidancePAS 63100:2024 (BSI) says batteries should be installed outdoors where practicable, for example in an outbuilding. It says they shall not be installed in rooms where people sleep, in escape routes such as hallways, landings and stairs, in lofts, roof spaces or voids, within 2 m of stored flammable materials or fuel tanks, or in cellars with no access to the outside. PAS 63100 is not law, but the IET Code of Practice for energy storage says it should be used for battery location.
- WarningPAS 63100 says batteries shall not be installed in this location.Shown only when the answers above make it relevant
- CheckAn under-stairs cupboard is usually next to an escape route. PAS 63100 asks for at least 30 minutes' fire-resisting separation from escape routes, and an interlinked smoke or multi-sensor detector in a store cupboard.Shown when “Where it is installed” is “Under the stairs”
- Why this location, and the fire precautionsNotesShown only when the answers above make it relevant
- Distance to the nearest door, window, escape route or ventilation opening (m)Number
Measure from a photo taken square on to the wall, using a door or the battery height from its data sheet as the reference. It is an estimate; close to 1 m, use a tape.
Shown when “Where it is installed” is “Outside wall” - Against the 1 m in PAS 63100Worked out by the formShown when “Where it is installed” is “Outside wall” and “Distance to the nearest door, window, escape route or ventilation opening (m)” is answered
- At least 1 m from doors, windows, escape routes and ventilation openings?Yes or NoShown when “Where it is installed” is “Outside wall”
- What was done about the distance, and who was toldNotesShown only when the answers above make it relevant
- WarningPAS 63100 says outdoor batteries shall not be within 1 m of escape routes, doors, windows or ventilation openings.Shown when “Where it is installed” is “Outside wall” and “At least 1 m from doors, windows, escape routes and ventilation openings?” is No
- Fire-resisting separation of at least 30 minutes from bedrooms and escape routes?Yes or No
PAS 63100 asks for walls, ceilings and floors of at least REI 30 between an indoor battery location and those rooms and routes.
Shown only when the answers above make it relevant - Is there a smoke or multi-sensor detector covering the battery, interlinked with the home's fire alarms?Yes or No
- Fresh-air ventilation to outdoors from the battery location?Yes or NoShown only when the answers above make it relevant
- Manufacturer's clearances and mounting met?Yes or No
- DC and AC isolation fitted and labelled?Yes or No
- CheckOver 40 kWh. PAS 63100 limits the total stored energy in a home to 40 kWh, or 80 kWh where the batteries are outdoors, in a detached garage or outbuilding, or in an attached one with 60 minutes' fire separation.Shown only when the answers above make it relevant
Tests and commissioning
- Continuity R1 + R2 (Ω)Number
- Insulation resistance test voltageChoose one
- 250 V
- 500 V
- 1000 V
- Insulation resistance, live to live (MΩ)Number
- Insulation resistance, live to earth (MΩ)Number
- WarningBelow 1 MΩ. The IET gives 1 MΩ as the minimum insulation resistance, with a 500 V d.c. test for circuits up to 500 V. Investigate before the circuit is put into service.Shown only when the answers above make it relevant
- PolarityChoose one
- Correct
- Fault
- Earth fault loop impedance Zs, measured (Ω)Number
- Maximum permitted Zs for this device (Ω)Number
From the BS 7671 tables or the device manufacturer.
- Measured Zs as a share of the maximum (%)Worked out by the formShown only when the answers above make it relevant
- WarningMeasured Zs is above the maximum permitted for this protective device. The device may not disconnect in time.Shown only when the answers above make it relevant
- RCD operating time at rated residual current (ms)Number
- Test results needing attentionWorked out by the form
Counts insulation resistance below 1 MΩ at 500 V, Zs above the maximum you entered, an RCD slower than 300 ms and a polarity fault, the same checks as the notes above.
- CheckA test result needs attention. Record what was found and put right before the circuit is put into service, in the photos and the handover notes.Shown only when the answers above make it relevant
- WarningOver 300 ms at the rated residual current. IET guidance gives 300 ms as the maximum for a general non-delay RCD (an S type time-delayed RCD may take up to 500 ms). Check or replace the RCD.Shown only when the answers above make it relevant
- Charge and discharge tested?Yes or No
- Backup or EPSChoose one
- Tested and working
- Fitted, not tested
- Not fitted
- Monitoring app set up for the customer?Yes or No
- DNO routeChoose one
- Applied before installation (Form A1-1)
- Applied before installation (Form A1-2 fast track)
- G98 notify after commissioning
- Not known
- CheckMCS guidance: where G98 applies, submit G98 Form B to the DNO within 28 days of installation. Where G99 applies, and for installations over 3.68 kW with energy storage, Form A1-1 must be submitted before installation. Integrated solar and storage that meets the fast-track conditions uses Form A1-2, also before installation.
- WarningOver 3.68 kW. MCS says to apply to the DNO before installation.Shown only when the answers above make it relevant
- DNO referenceShort answer
Handover
- Photos of the battery, isolators, labels and clearancesPhotos
- Defects and actionsRepeat for each action. Each one asks:
- Action needed*Notes
- PriorityChoose one
- Urgent
- High
- Medium
- Low
- OwnerShort answer
- Due dateDate
- StatusChoose one
- Open
- In progress
- Completed
- PhotosPhotos
- Handed overTick all that apply
- Electrical installation certificate
- Manuals and warranty
- How to isolate in an emergency
- App login
- First service or inspection dueDate
Set by the battery and inverter manufacturer instructions or warranty terms.
- Days to first serviceWorked out by the formShown when “Date commissioned” is answered and “First service or inspection due” is answered
- CheckThe next due date is before the date of this record. Check the date entered.Shown only when the answers above make it relevant
- Customer nameShort answer
- Customer signatureSignature
- Installer name*Short answer
- Installer signatureSignature
See it filled in
A completed battery storage installation report, made by SiteSurvey from a fictional site visit: every answer, the photos, the guidance that applied and the sign-off, ready to send as a PDF.
Battery storage installation FAQs
Is PAS 63100 a legal requirement?
No. It is a BSI specification, sponsored by the government and published as a free download. MCS says it has no standing in UK regulations such as the Building Regulations, but the IET Code of Practice for energy storage says it should be used for battery location. The form records the location and, where PAS 63100 rules it out, why it was chosen and the precautions.
Does a battery need DNO approval?
MCS guidance: where G98 applies, submit G98 Form B within 28 days of installation. Where G99 applies, and for installations over 3.68 kW with energy storage, Form A1-1 must be submitted before installation, or Form A1-2 for integrated solar and storage on the fast track. The form records the route and the reference.
What is tested?
Continuity, insulation resistance, polarity, earth fault loop impedance and RCD time, then a charge and discharge test and, where fitted, the backup or EPS supply.
What does the customer need to know?
How to isolate the battery in an emergency, the app, the manuals and warranty and the electrical certificate. The form records each item handed over and the customer signs.
Can I use it with a solar installation?
Yes. Record a hybrid inverter or an AC-coupled battery inverter. Use the solar panel installation certificate form for the PV side.
Has BS 7671 changed for batteries?
Yes. The IET and BSI published Amendment 4 (2026) to BS 7671:2018 in April 2026, with a new chapter on stationary secondary batteries that covers battery location, ventilation and fire risk. The previous version was withdrawn six months later.
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