User Manual

Kalman FAT Suite — Complete User Manual

Industrial FAT/SAT execution, offline-first test management and professional report generation.

Kalman FAT Suite is designed for structured FAT/SAT execution in industrial automation projects.

The project structure is Project → Test Area → Test Package → Test Item. A Test Item can be an IO signal, HMI screen, alarm, sequence step, communication point, cybersecurity check, cabinet check or documentation check.

The software is offline-first: changes are saved locally in the browser first and then synchronized to the cloud when a connection is available.

**Project Workspace**Create projects, download the template, open existing projects and use admin project management.

**Execution Dashboard**Monitor progress, final readiness, test criticality, cybersecurity summary and package completion.

**Test Package Table**Execute signal checks, set status and criticality, add comments, tester, witness, punch actions and evidence.

**Project Navigation**Use the sidebar to open project information, references, attendance, report notes, test areas, packages and report view.

Recommended workflow

Create a demo project to learn the process, or create a blank project for a real customer project.
Download the Excel template and fill project information, IO list, packages, reference documents, attendance and notes.
Open the project and use Import Excel to prepare the project database quickly.
Review Test Areas and Test Packages before starting execution.
Execute each Test Item and set its status: Passed, Failed, Punch, Blocked or N/A.
Add comments, evidence, attachments, tester, witness and punch actions where needed.
Review the dashboard for progress, final readiness, test criticality and cybersecurity summary.
Open FAT Report & PDF, review the report and save it as an A3 landscape PDF.

Project Workspace

Create oil & gas demo project: creates a realistic demonstration project with architecture, IO, functional tests and cybersecurity checks.
Create blank project: starts from an empty project structure.
Download FAT Excel template: downloads the import workbook for customer project preparation.
Project list: opens, renames, updates customer data or deletes projects. Admin users can see all user projects and project owners.
Analytics: admin-only activity, online users and usage statistics.

Main menus and buttons

Execution Dashboard: progress, final readiness, criticality summary, cybersecurity summary and package progress.
Project Information: project metadata and report template settings such as logos, document number, revision and footer text.
Reference Documents: project drawings, IO lists, cause/effect matrix and other FAT basis documents.
Attendance & Signatures: participants and signature placeholders.
Report Notes: general notes included in the report.
FAT Report & PDF: professional report preview and PDF print/export workflow.
Add Cybersecurity FAT/SAT Module: adds the predefined cybersecurity checklist.
Search / Next Open / Next Failed / Next Punch: fast navigation during execution.
Export Workbook: exports the current project as an Excel backup.

Test status legend

Not Started	The test exists but has not been executed yet.
Passed	The test was completed and accepted.
Failed	The result is not acceptable and requires correction or retest.
Punch	An issue exists but can be tracked as an action item, subject to project acceptance rules.
Blocked	The test cannot be executed because a prerequisite, document, configuration or condition is missing.
N/A	The test is not applicable to the project scope.

Test Criticality

The software uses Test Criticality instead of a complex risk matrix. This keeps the report simple, useful and understandable for customers.

Standard	Normal FAT/SAT verification item.
Important	Important for operation, quality, documentation or handover.
Critical	Critical FAT/SAT item. Failed or Blocked status blocks final report readiness.
Safety Related	Functional safety, ESD/PSD/F&G, trip, permissive, interlock or protective action. Failed or Blocked status blocks final readiness.
Cybersecurity Critical	Cybersecurity item that must be accepted before final readiness. Failed or Blocked status blocks final readiness.

Test Criticality is a practical FAT/SAT prioritization and readiness-control field. It does not replace HAZOP, LOPA, SRS, SIL determination, IEC 61511 verification or IEC 62443 compliance assessment.

Functional Safety / F-IO

For F-IO, trip, interlock, ESD, PSD or Fire & Gas tests, set Test Criticality to Safety Related.
Use Safety Function Type to classify the item, for example ESD, PSD, Fire & Gas, Trip Input, Trip Output, Permissive / Interlock or Safety Alarm.
Use SIL Relevance only as informational data copied from the project SRS or functional safety documentation.
The software does not calculate SIL and does not replace HAZOP, LOPA, SRS, validation or IEC 61511 verification.

Cybersecurity FAT/SAT

The Cybersecurity FAT/SAT Module adds a predefined checklist for practical FAT/SAT verification.
It covers asset identification, user accounts, password policy, backup/restore, endpoint protection, hardening, firewall rules, segmentation, remote access, USB policy, time synchronization, patch review, administrator access, switch backup, VLANs and zones/conduits.
The module does not perform network scanning and does not calculate official IEC 62443 compliance.
Use Cybersecurity Domain to group items such as Identity & Access, Network Segmentation, Hardening, Backup & Recovery, Remote Access, Patch Management and Zones & Conduits.

Offline-first behavior

Every change is saved locally first in the browser.
If internet disconnects, continue working in the already-open project.
When the connection returns, the offline draft synchronizes automatically.
Recovery works on the same device, same browser profile and same domain. Do not clear browser/site data before synchronization.

Report and PDF workflow

Open FAT Report & PDF.
Review the cover sheet, document control, definitions and legend, table of contents, project information, progress, criticality, cybersecurity summary, punch list, evidence appendix and detailed records.
Use Print / Save as PDF.
Recommended print settings: Paper size A3, Layout Landscape, Scale 100% or Actual Size, Pages per sheet 1, Background graphics enabled.
Final report readiness is blocked if any Critical, Safety Related or Cybersecurity Critical item is Failed or Blocked.

Customer responsibilities

Verify imported project data before starting FAT/SAT.
Make sure project documents and acceptance criteria are approved.
Use Test Criticality consistently before execution.
For safety-related tests, use SRS/SIL information from the official safety documents.
Review punch items and deviations before final report acceptance.