WorkflowCapital Equipment & Field Service

Site Planning and Installation Readiness Review

A site readiness review that reads the hospital's construction drawings against the product's planning guide and walks the delivery path with the heaviest load, weeks before the truck.

Follow one CT gantry from the dock to a signed route ↓
Watch with transcript →
The problem

A freight elevator rated below the gantry, found when the truck is days out

Before a CT, MR or interventional suite can be delivered, the installation team checks the hospital's construction drawings and readiness checklist against the product's planning guide. Every door, corridor, elevator and ramp on the delivery path has to take the heaviest subsystem, and the room needs the floor, ceiling, trench, power, cooling and network the guide asks for.

A site planner does it by hand, sheet by sheet. The miss that moves an install date, an elevator car rated below the gantry on its dollies or a fan coil a size too small, often shows up close to delivery. By then the hospital's answers sit in a dozen emails with nothing to check them against.

Built forInstall project managersSite plannersField service engineersRegional install managers

The Problem Today

Planners check hospital drawings against the guide by hand, so a too-small elevator shows up late.

5,000
site-planned installs a year at a large maker our estimate

Checked by hand on each install

  • Drawings
  • Guide
  • Checklist
  • Route
  • Install dates slipThe miss is found when the truck is close
  • Answers lost in emailRevisions come back with nothing to check against

The Solution

  1. Read each sheetEach drawing value set against its planning guide line, cited
  2. Walk the route with the loadDoors, elevator and ramps against the gantry on its dollies
  3. Do the room sumsFloor, trench, power and cooling, with the arithmetic shown
  4. People choose and signThe project manager picks the route; a second manager countersigns

Built-in controls

  • Agents never choose a route, send or sign
  • Shielding stays with the hospital physicist
  • Compliance reads each notice to a hospital

What You Get

Routes and rooms are settled before the truck, and the hospital gets one list tied to its sheets.

$1.6M
of review hours a year at a large maker our estimate
  • Dates that holdRoutes changed and signed weeks before the truck
  • One list for the hospitalEach request cites its sheet and its guide line
  • A record of readinessWho checked, closed and signed, with the evidence
One CT room, six weeks out

A site readiness review for a new CT room on a hospital's lower level

The hospital uploaded construction set rev 3 at 09:12: 27 sheets and a 64-item checklist. The planning guide gives 140 lines for this configuration. Delivery is six weeks away, and the readiness gate falls three weeks before it.

demoThe hospital, the CT system, the drawings, the people and the costs are sample data.

  1. 0109:40

    A side section from the loading dock to scan room B-018, not read yet

    Installation project manager

    The screen draws the building as a section, heights to scale and lengths shortened: the truck at dock D-1, corridor C-114, door D-114, freight elevator FE-2 down to the lower level, a corridor, ramp R-1, a door, and the scan room. Before the read, no point carries a chip and nothing says met or gap. She starts the read.

  2. 0209:47

    FE-2 is rated 4,500 lb, and the gantry on its dollies weighs 5,225

    Installation project manager

    The gantry travels the section and stops at the freight elevator. The elevator sheet rates the car at 2,041 kg; the gantry on its dollies needs 2,370. That is 725 lb over, 116% of the car's rating. Car length, width and door width all fit. The counts read 124 met, 7 gaps, 5 that need the hospital's input, 4 tracked.

  3. 0309:47

    Scan room cooling is drawn at 30,000 BTU/h against 35,486 needed

    Installation project manager

    In the room, the gantry puts 160 psf on a slab drawn for 150, and the cable trench is 75 mm deep. The air handling panel shows the sum: 10.4 kW of equipment heat times 3,412 is 35,486 BTU/h, before lights and people, and fan coil FCU-B18 is drawn at 30,000. The equipment and control rooms meet their lines.

  4. 0409:47

    Three ways past FE-2, and only one keeps the delivery date

    Installation project manager

    The path walker proposes a ramp route for the gantry alone, by lift-gate truck to the lower service drive and down ramp R-2 on a powered winch with a crew of three, at a $9,800 rigging estimate. Shipping the gantry in two assemblies moves the delivery date out. Asking the hospital to uprate the elevator has no date. The choice is hers.

  5. 0509:48

    She reads the ramp's survey before she can choose it

    Installation project manager

    The site plan sheet for the lower service drive gives exterior ramp R-2 a rise of 900 mm over a 12,600 mm run, a slope of 1:14, 1,830 mm between curbs, and an anchor point for a winch at the top landing. She opens the rigging estimate too. Each opens before the choose button works.

  6. 0609:48

    Ramp route chosen, and six new guide lines come with it

    Installation project manager

    She signs the choice with her reason in her own words: the ramp keeps the delivery date, and she read the survey and the estimate. The section now shows the lift-gate truck on the lower drive and the gantry at door D-B01. The route adds six guide lines; two need the route plan, so the count reads 7 need input.

  7. 0709:54

    $9,800 of rigging countersigned, and the delivery date holds

    Regional installation manager

    Rev 2 of the route plan, from the site planner, adds the lift-gate truck, winch, crew of three and floor protection, and the agents checked all six new lines as met. The rigging is over the $5,000 limit, so he opens the plan that carries the estimate before he countersigns. The elevator's line closes by the route change: 131 met, 6 gaps.

  8. 0809:55

    Three signatures on the route, each with the words typed at the time

    Regional installation manager

    Filtered to signatures, the trail shows the project manager's choice, the planner's route plan and his own countersign, each with its meaning, the typed reason and the session. Below them sit last week's signatures on another CT room, released to its truck after opening 12 of 131 met lines. The trail exports as CSV or JSON.

  9. 0909:55

    15 of 16 findings still open; the hospital's go out in one notice

    Regional installation manager

    Grouped on one page: gaps such as the slab, the trench, the emergency-off buttons and the remote service connection, items that need the hospital's input, and dependencies tracked for others. The door D-114 height is not dimensioned, so the field service engineer measures it on site. Next, the site planner prepares the notice.

The site readiness sums behind the elevator, the slab and the cooling

Each sum shows its arithmetic beside the guide line and the sheet it reads.

CheckSumResult
Freight elevator FE-25,225 lb needed against 4,500 lb rated: 725 lb overGap; ramp route chosen
Table on its dolly in FE-2820 kg, or 1,808 lb, against 4,500 lbFits
Floor under the gantry7.65 kPa, or 160 psf, on a slab drawn for 150 psfGap until the structural letter
Scan room cooling10.4 kW × 3,412 = 35,486 BTU/h against 30,000 drawnGap
Feeder187.1 kVA available against 165 kVA neededMet
Exterior ramp R-212,600 mm run over 900 mm rise: 1:14Winch and a crew of three
Rigging estimate$9,800 against the $5,000 limitCountersign

demoSample data, from the working solution. Shielding is the hospital physicist's design: the agents track whether it is signed and never compute it.

Around the install

Installs, guide lines and the readiness gate behind each truck

What the project manager, the field service engineer and the region open before a truck is released.

46 open installsThe region's site-planned installs by delivery date, with the gate, lines met, readiness and whether the truck is released or held.
146 guide linesEach planning guide line against the drawing value. Met lines are confirmed by a sample of 12 that includes each line below the confidence floor.
The readiness gateSix checks, two green so far. The sample of met lines, the notice and the open lines on the route, structure and shielding sign-off still block it.
Sign-offs owned by othersThe physicist's shielding design is a draft and the slab letter has not arrived. The agents track both and judge neither.
Field surveyWhat the drawings leave out, for the field service engineer to measure on site, beside the route plan for delivery morning.

demoSample data, from the working solution.

Who reads the drawings

Seven agents read sheets, walk the route and do the sums; none of them signs

They compare and propose. Routes, notices, dates and signatures belong to people.

Drawing reader

Reads title blocks, revisions, dimensions, schedules and notes from each sheet.

  • Never guesses a dimension that is not printed
  • Sends an unreadable sheet back
Guide reader

Takes the planning guide lines for the exact configuration on the order.

  • Never uses another product's guide or an older revision
Path walker

Walks the route with the heaviest and largest subsystem and proposes routes past a block.

  • Never chooses a route
  • Never approves a rigging plan
Room checker

Does the sums for floor, ceiling, trench, power, cooling, clearances and network.

  • Never designs structure, power or air handling
Shielding tracker

Tracks whether the physicist's design is signed and which revision the drawings cite.

  • Never reads, computes or judges shielding
Schedule watcher

Places each open item against the gate and the delivery date.

  • Never moves a date
Notice drafter

Writes one notice line per finding, citing the guide line and the sheet.

  • Never sends
  • Makes no promises

Routes, notices and the truck release stay with named people

Reading and proposing is the agents' share. Each call below has an owner.

Choosing a delivery routeThe installation project manager chooses, after opening the survey and the estimate.
Spending over the limitThe regional installation manager countersigns route spend above it.
What the hospital is toldThe site planner prepares the notice, the project manager checks each line, and commercial compliance reads it before it is sent.
ShieldingThe hospital's qualified medical physicist designs and signs it.
Releasing the truckReadiness is signed by the project manager and countersigned; a new hospital upload clears both signatures.

What installation teams ask about a site readiness review

What is a site readiness review?

A site readiness review checks that a hospital's room and delivery path can take a piece of capital equipment before it ships. Here the site readiness review reads the construction drawings and checklist against the planning guide, walks the route with the heaviest subsystem and does the room sums.

Does it decide the delivery route?

No. The path walker proposes routes past a block, with dates and costs. The installation project manager chooses, and spend above the limit is countersigned.

Does it check radiation shielding?

No. Shielding is designed and signed by the hospital's qualified medical physicist. The agents only track whether the design is signed and which revision the drawings cite.

What happens when the hospital sends a new drawing revision?

The agents recheck each line it touches. A wrong answer stays open, and a close waits for a second person who opened the evidence. A new upload after readiness clears both signatures.

What does the hospital see?

Its facilities project manager uploads drawings and answers, and sees each notice once it is sent. The internal findings, signatures and costs stay with the device maker.

Can the truck leave before readiness is signed?

No. The truck dispatch hold stops release until readiness is signed by the project manager and countersigned by the regional installation manager.

Send us one construction set
and the planning guide it must meet.

We will walk the delivery path with your heaviest subsystem and list each gap by sheet.