This Split System Indoor & Outdoor Unit Installation SOP (Safe Operating Procedure) sets out how to install the indoor head unit and outdoor condenser of a split system air conditioner. It covers checking mounting locations, fixing wall and roof brackets, working at height, drilling wall penetrations, two-person lifts, running refrigerant pipework and cabling, brazing connections and making the electrical connection with the circuit isolated, locked and tagged. It's written by WHS specialists, aligned to Australian WHS legislation, and fully editable in Microsoft Word.
Who it's for
Air conditioning and refrigeration installers
Electrical contractors installing split systems
HVAC businesses
Builders and renovators coordinating air conditioning installs
Refrigeration and air conditioning apprentices
Use it to
Train and induct workers in exactly how you expect the task to be done
Keep a clear reference at the machine, in the vehicle or on site
Record competency with the built-in sign-off
Show clients, insurers and auditors your safe work methods are written down
What this SOP covers
Falls from height when installing outdoor units on walls or roofs
Falling tools, brackets or components striking people below
Lifting and positioning indoor and outdoor units
Electric shock during cabling and electrical connection
Cuts from sharp sheet metal edges, fins and pipework
Dust from drilling masonry, brick or concrete
Noise from drills and hole saws
Burns when brazing or soldering refrigerant pipework
Ladder, bracket or fixing failure under load
Heat stress and sun exposure
What's included
10 pre-operational checks, from trade qualifications and electrical licences to access equipment, circuit identification and weather
A 14-step operating procedure covering mounting both units, wall penetrations, lifting the outdoor unit, pipework, brazing and electrical terminations
Isolation and energy control with personal locks and danger tags at the switchboard before any electrical connection or testing
6 shutdown, housekeeping and post-operation steps
Emergency actions for falls, electric shock, unstable ladders or brackets and falling units
PPE checklist and a list of related documents
Competency acknowledgement and worker sign-off
Space for your logo, SOP number, version and review dates
Why use this template
Saves hours compared with writing an SOP from a blank page
Written as clear, numbered steps that workers can follow on the job
Fully editable, so you can match it to your equipment, site and how your team works
The competency sign-off gives you a training record from day one
How it works
Buy online and download straight away. You'll also get an email with your link.
Add your logo, company name, SOP number and dates.
Check it suits your equipment and site, and edit anything you need to.
Train your workers and have them sign the competency acknowledgement.
Need more than one SOP?
This SOP is also included in the Ultimate Air Conditioning & Refrigeration SOP Bundle. At $197 for the whole bundle, it works out much cheaper than buying SOPs one at a time.
Common questions
Does it cover refrigerant charging?
No. Refrigerant recovery, evacuation and charging are covered by the Refrigerant Recovery & Charging SOP, which is the next step once installation is complete.
Who can make the electrical connection?
Only a licensed electrical worker, or a registered apprentice, trainee or permit holder authorised to do that work in your state or territory, with the supervision required.
Does it cover roof-mounted outdoor units?
Yes. It covers outdoor units on external walls, roofs or elevated platforms, including access equipment, fall protection and rescue planning.
Can I change it?
Yes. It's a Microsoft Word file, so you can add, remove or change any step, check or hazard, and add your own logo and details.
Does it suit my state?
Yes. It's written to the model WHS laws and suits all states and territories, including Victoria under the OHS Act and Regulations.
What if it doesn't suit my work?
You're covered by our 30-day money-back guarantee if it isn't fit for purpose.
