Agilent CrossLab Start Up Services

Agilent G8160A Teledyne Tekmar Atomx

XYZ
Installation Checklist

Thank you for purchasing an instrument from Agilent Technologies. CrossLab Start Up is
focused on helping customers shorten the time it takes to start realizing the full value of their
instrument investment. Installation, Introduction and First Run Assist are service engagements to
get your new instrument system on track for lab productivity. Success starts here.
This CrossLab Start Up Installation Checklist is used as an activity guide for setting up your new
system. A signed copy of this checklist is provided for your records.

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Introduction

Customer Responsibilities
• Customers should leave the instrument shipment for the engineer to unpack.

• Customers should provide all necessary operating supplies upon request of the engineer.

• A customer representative should be available to the engineer while performing the

installation.

• While Agilent is delivering Installation and Introduction services, users of the instrument
should be present throughout these services; otherwise, they will miss important operational,
maintenance and safety information. Specific activities are noted with (Customer presence
recommended) to indicate the especially important tasks for the customer.

• Some installation tasks will be beneficial to you if you are present – refer to sections in this
checklist.

Not Included at Installation

• Training on LAN.

• Connecting the instrument to the customer’s network (available as an additional service).

• PC/Software backup recovery (unless it has been purchased or available upon time/material).

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Important Customer Web Links

• To access Agilent University, visit http://www.agilent.com/crosslab/university/ to learn about
training options, which include online, classroom and onsite delivery. A training specialist can
work directly with you to help determine your best options.

• To access the Agilent Resource Center web page, visit https://www.agilent.com/en-

us/agilentresources. The following information topics are available:

 Sample Prep and Containment

 Chemical Standards

 Analysis

 Service and Support

 Application Workflows

• The Agilent Community is an excellent place to get answers, collaborate with others about
applications and Agilent products, and find in-depth documents and videos relevant to Agilent
technologies. Visit https://community.agilent.com/welcome

• Videos about specific preparation requirements for your instrument can be found by
searching the Agilent YouTube channel at https://www.youtube.com/user/agilent

• Need to place a service call? Flexible Repair Options | Agilent

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Service Engineer’s Responsibilities

□ Only complete/printout pages that relate to the system being installed.

□ Complete empty fields with the relevant information.
□ Complete the relevant checkboxes in the checklist using a “X” or tick mark “✓”.
□ Check “Section not applicable” check boxes to indicate services/tasks not delivered, as
appropriate.
□ Complete the Service Review section together with the customer.
□ Complete the fields for page numbers at the foot of each selected page
□ Add relevant page numbers to selected pages and complete the total number of pages field in
the Service Completion section
□ Ask the customer to sign the Service Verification section including the customer’s and your
signature.

Additional Instruction Notes

□ Retain shipping containers and material until installation is complete and system
performance is verified.

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Agilent G8160A Teledyne Tekmar Atomx XYZ Installation Checklist

Instrument Installation

System Information

□ Check this box if an instrument configuration report is attached instead of completing the
table.

Instrument System Name and ID

Instrument System Site and Location

System Components

□ Check this box if an instrument configuration report is attached instead of completing the
table

List System Component Product Numbers List the Serial Numbers of each Component

1.

2.

3.

4.

5.

6.

7.

8.

9.

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Preparation

□ Discuss any specific questions or issues with the customer before starting.
□ If needed, arrange with the customer to have assistance lifting the instrument onto the bench
if it requires two people to lift.
□ Unpack/verify the condition and completeness of shipment. For discrepancies, use the
following table and appropriate process for resolution:

Product or Part Description Observation Action

□ Discuss any configuration options with the customer before starting.

□ If the PC is customer-supplied, check that the PC meets minimum requirements.

Note: additional time and labor may be required for non-Agilent provided PCs

□ Ensure that the required administrator account is on the PC for future use. It may be needed
to update certain files. Customer IT or administration resources may be required.
□ Check for required service note applicability and firmware updates if connecting to
instruments.
□ Upgrades only – Ensure with the customer that instrument control settings, data, methods
etc. have been properly saved or archived before starting any installation procedures.

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Installation Procedure

Installation of User Documentation

□ Section not applicable

Install all user manuals, documentation, tools, etc. provided by or relevant to the system These
are an excellent reference tools for the customer.

Installation Task – Hardware Installation

□ Section not applicable

□ Connect power cord
□ Place lines in water and methanol (if applicable) sources
□ Connect pneumatic lines (sample gas and transfer lines)
□ Connect communication cables (PC and GC IO)
□ Place drain lines in drain container. Ensure tubing will not be submerged and that gravity fed
tubes are going downhill.

Installation Task – Software Installation

□ Section not applicable

□ Ensure that you have administrator privileges for the PC.
□ Disable any screensavers and power conservation modes in Windows Control Panel.
□ Disable for all users who will be logging into Windows.
□ Install Teklink software.
□ Configure instrument.
□ Run a standard, provided by the customer, to ensure that the unit is functioning.

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Service Review
□ Attach available reports/printouts to this documentation.
□ Record the time/date of installation or upgrade completion in the customer’s
records/logbook.
□ Complete the following Service Engineer comments section if there are additional comments.
□ Review the installation/upgrade with the customer.
□ Explain Agilent warranty for instruments.
□ Explain how to use manuals, guides, and online help.
□ Explain how to get self-help, and FAQs online.
□ Explain how to log an instrument service call and support services that are available.
□ Advise customer of additional instrument training options.
□ If the instrument firmware was updated, record the details of the change in the service
engineer’s comments box or if necessary, in the customer’s IQ records.
□ Provide the customer a copy of the Smart Alerts flyer.
□ Describe Smart Alerts to the customer.
□ Install Smart Alerts if requested.
□ Complete the Signature Page with both the Service Engineer and Customer signatures.

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Signature Page

Service Engineer Comments (optional)

If there are any specific points you wish to note as part of performing the installation or other
items of interest for the customer, please write in this box.

Service Verification
Service Request Number: Date Service Completed:

Service Engineer Name: Customer Name:

Service Engineer Signature: Customer Signature:

Total number of pages in this document:

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