Form library · Construction and handover
Window installation checklist
For installers and inspectors recording window installation evidence. Record opening and product, installation observations and measured evidence. Try the form below, see every question or download a blank PDF or Word copy.
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Does a checklist replace building control requirements?
GOV.UK Approved Documents provide guidance on meeting Building Regulations requirements in England. Relevant requirements depend on the work and location. Record the approved design and product instructions; a checklist is not building control approval.
Last updated . Facts checked by the SiteSurvey team on 6 October 2026 against GOV.UK Approved Documents for England and HSE designer duties.
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Answer a few questions and watch it adapt. Your answers are not saved, and any photos you add are deleted within the hour.
This is the real form as your team would use it: questions appear as you answer, scores work themselves out and you can add photos and signatures. No sign-up needed.
Want to see one filled in? See a completed window installation inspection report (PDF), made by SiteSurvey from a fictional site visit.
Fill it in on a phone or tablet
Your team completes the window installation inspection on site in the SiteSurvey app on iPhone, iPad and Android phones and tablets. The project name and address fill in for them, it works without signal, and it syncs when the device is back online with photos kept against the question they answer.
Customers and subcontractors do not need the app: send them a link and they can fill it in from any browser.
Every question in the window installation inspection template
A window installation record linking opening IDs, product information, fixing and sealing observations, operation checks, defects and handover evidence. 6 sections and 40 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.
Make it your own: every question is editable
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
- Site or premises address: the site address, from the space or the project
- Client or organisation: the project's customer
- Window type, manufacturer and product reference: the product it is opened for
Record details and scope
- ProjectShort answer
Filled in from the project in SiteSurvey.
Fills in from the project name - Site or premises addressShort answerFills in from the site address, from the space or the project
- Client or organisationShort answerFills in from the project's customer
- Record date*Date
- Person completing the record*Short answer
- CheckFor installation quality records. This is not a FENSA or other competent-person certificate, glazing design, fire performance assessment or proof of compliance in every jurisdiction.
- CheckGOV.UK Approved Documents provide guidance on meeting Building Regulations requirements in England. Relevant requirements depend on the work and location. Record the approved design and product instructions; a checklist is not building control approval.
Opening and product
- Opening ID, elevation and room*Short answer
- Window type, manufacturer and product reference*Short answerFills in from the product it is opened for
- Approved details and instruction revision*Short answer
- Building control or scheme reference where relevantShort answer
Installation observations
- Opening condition and dimensions checked against design*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Frame alignment and fixing evidence recorded*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Perimeter weathering, sealing and drainage details checked*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Glazing and safety markings checked against specification*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
- Operation, hardware and restrictors checked to specification*Choose one
- Acceptable
- Action needed
- Not checked
- Not applicable
- Action, limitation or reason not applicable*NotesShown only when the answers above make it relevant
Measured evidence
- Installation measurementRepeat for each installation measurement. Each one asks:
- Measurement point and parameter*Short answer
- Actual result and unit*Short answer
- Acceptance criterion and source*Short answer
- Instrument and calibration referenceShort answer
- Comparison*Choose one
- Within criterion
- Outside criterion
- Unable to assess
- Exception and response*NotesShown only when the answers above make it relevant
- Fixings and seals before concealmentPhotos
Capture the relevant location and specification before details are hidden. Record any unobserved installation stage as a limitation.
Handover
- Defects, adjustment and reinspection evidenceNotes
- Product, warranty and separate certificate referencesShort answer
- Handover recipientShort answer
Actions and review
- Are further actions required?*Choose one
- Yes
- No
- Further actionRepeat for each further action. Each one asks:Shown when “Are further actions required?” is “Yes”
- Action and evidence reference*Notes
- Person responsible*Short answer
- Target dateDate
- Action status*Choose one
- Open
- In progress
- Completed
- Completion evidence*NotesShown when “Action status” is “Completed”
- Outstanding limitations and information to pass onNotes
- Record status*Choose one
- Ready for review
- Further work needed
- Work or use stopped
- Reviewed byShort answer
- Review dateDate
- Author signature*Signature
- CheckSigning records the information entered. It does not itself certify legal compliance, remove a limitation or authorise unsafe work.
Scope and responsibility
For installation quality records. This is not a FENSA or other competent-person certificate, glazing design, fire performance assessment or proof of compliance in every jurisdiction.
What a useful entry looks like
Fixings and seals before concealment
Capture the relevant location and specification before details are hidden. Record any unobserved installation stage as a limitation.
Opening W-14 photographed before internal finishes conceal the installation details. Images are linked to the approved detail and inspection record.
Fictional example of record wording. Use the actual evidence and approved arrangements for your job; this is not a completed report or an instruction to carry out the work.
See it filled in
A completed window installation inspection 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.
Window Installation Inspection FAQs
How should I record “Fixings and seals before concealment”?
Capture the relevant location and specification before details are hidden. Record any unobserved installation stage as a limitation.
Can concealed fixings be marked acceptable?
Only where there is suitable inspection evidence. Record limitations and photographs before concealment where possible.
Are universal fixing distances supplied?
No. Record the project and manufacturer criteria for the specific product and substrate.
Does this issue a scheme certificate?
No. Link the separate certificate from the authorised issuer where applicable.
What are the limits of this template?
For installation quality records. This is not a FENSA or other competent-person certificate, glazing design, fire performance assessment or proof of compliance in every jurisdiction.
Can I complete this form on site and share the record?
In the SiteSurvey app the form works offline, with photos and signatures recorded against the questions. Share the completed record as a PDF or a link. Dates and action owners are recorded fields; this form does not send reminders or update other systems.
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