How to set acceptance criteria for an equipment pilot

Before a pilot, record route, load, users, measurement method, and decision owner; assess results against the same criteria.

1 October 2023Updated 23 September 2026

Short answer

Before the trial, write down the use case, current setup, data for comparison, and acceptance owner. Match product, packaging, route, and work steps as closely as possible; keep instrument position and reading times consistent. Collect staff feedback separately from technical records. Do not combine results from unlike conditions into one success score.

Before the pilot, put the product and packaging, loading method, route or work area, current method, and trial owners on the decision form.

Derive acceptance criteria from the product specification and actual use case. State what will be measured, instrument location, recording times, and who reviews and approves the results.

When comparing the current setup with new equipment, match product, route, load, and staff steps. Decide in advance how many trials to run and which changed conditions require separate reporting.

Review technical records, fault or cleaning notes, and user feedback separately. Include observed differences, missing data, deviations, and buy-or-defer decision in the report; do not present a supplier claim as a field result.

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How to set acceptance criteria for an equipment pilot

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