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Switchgear Testing and Commissioning Guide

The tests that prove switchgear before energising: visual, mechanical, insulation, contact resistance, CT and VT checks, protection and interlock tests, functional tests and handover records.

In short. Commissioning proves that switchgear is installed correctly, safe to energise and works as designed. It runs in stages: inspection, de-energised tests, protection and control tests, energisation, and on-load checks, with every result recorded for handover.

Stages

  1. Documentation and inspection: drawings, certificates, nameplates, torque marks, clearances, labels, earthing, cable terminations.
  2. Mechanical checks: breaker racking, interlocks, spring charging, shutters, door operation.
  3. Electrical tests (de-energised): insulation resistance, contact resistance of joints and breaker contacts, high-voltage tests where specified, CT and VT ratio and polarity.
  4. Protection tests: secondary injection of every relay function, primary injection where required. See injection testing.
  5. Control and interlock tests: every close, trip, interlock, transfer and alarm path.
  6. Energisation: staged, with phase-sequence and voltage checks.
  7. On-load checks: current readings, temperature, load sharing, thermography.

Typical tests

TestWhat it shows
Insulation resistanceInsulation condition, moisture, contamination
Contact resistanceQuality of joints and breaker contacts
CT ratio, polarity, burden, magnetisationCorrect measurement and protection performance
Breaker timingOpening and closing speed
Relay injectionSettings and logic operate correctly
Interlock checksUnsafe operations are blocked
Phase sequenceCorrect rotation before paralleling

Generator-specific

Handover pack

As-built drawings, test certificates, relay settings, interlock charts, spare parts list, operation and maintenance manuals, and a punch list of open items with closure dates.

Safety

Use permits, lock-out, test-before-touch and defined energisation procedures. Commissioning is a high-risk activity and should be led by competent people.

Illustrative example

During secondary injection, a relay trip output is found not wired to the breaker trip coil. The simulated trip operated the relay display only. Finding this before energisation avoided a protection that looked fine but could not open the breaker.

Commissioning sequence for switchgear

  1. Documents: drawings, settings, test certificates, as-built wiring.
  2. Visual and mechanical: alignment, torque, clearances, labelling, interlock operation.
  3. Insulation resistance and contact resistance of busbars and breakers.
  4. CT and VT tests: ratio, polarity, burden, magnetisation.
  5. Protection relay tests: secondary injection of every enabled function.
  6. Primary injection for key circuits where practical.
  7. Control and interlock tests including trip and close circuits and DC supply loss.
  8. Energisation in stages with checks of phase sequence and voltage.
  9. Load tests and review of thermal behaviour.

Record table

TestRecord
Insulation resistanceValues per phase and test voltage
Relay functionSetting, measured pickup and time
InterlockEach sequence and result
Trip circuitOperation from each trip source

Why complete testing matters

Protection that was never tested is protection that may not work. A single swapped CT lead can disable a function silently for years.

Handover

Provide final settings, test sheets, drawings and operating instructions. Train operators on interlocks and emergency procedures. See commissioning and injection testing.

Common mistakes

What to send us

Send the equipment list and drawings. Send your application details. See also commissioning checklist.

Questions engineers ask

Why test protection if it is factory tested?

Transport, installation and wiring can introduce faults. Site tests prove the whole chain.

What is primary injection?

Passing real current through the primary circuit to check CTs, wiring and relays together.

Who should do commissioning?

Competent, authorised engineers following a written procedure.

What documents should be handed over?

Test records, settings, drawings, manuals and a punch list.

This guide gives general principles. Follow manufacturer procedures and site safety rules.

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