| 1. Climate and Site Assessment |
Match the window and door system to the local climate, exposure, and building orientation. |
Review temperature range, solar exposure, wind conditions, rainfall, humidity, coastal salt, and seasonal movement before selecting profiles and glazing. |
Country, city, altitude, façade orientation, building height, opening size, coastal distance, and local building-code requirements. |
Confirm whether products will be shipped in a humid, hot, cold, or salt-air environment and define suitable protective packaging. |
Prepare the opening so it is structurally sound, square, plumb, dry, and free from loose mortar or debris. |
Use weather-appropriate cleaning and inspection intervals, especially in coastal or high-pollution areas. |
Site survey before quotation
Record local design wind pressure and drainage conditions. |
| 2. Performance Specification |
Set measurable requirements instead of selecting products by appearance alone. |
Specify air permeability, watertightness, wind resistance, thermal transmittance, acoustic performance, safety, and operating-cycle requirements. |
Target U-value, glass configuration, opening type, frame depth, reinforcement, hardware position, and required test classification. |
Protect finished surfaces and maintain product identification so tested configurations can be matched to delivered units. |
Install according to the approved system details; performance depends on the complete window, joint, glass, hardware, and installation assembly. |
Compare periodic inspection results with the original performance requirements and project acceptance records. |
Use tested assemblies
Do not substitute glass, seals, hardware, or reinforcement without technical approval. |
| 3. Profile and Material Selection |
Choose a profile system with sufficient geometry, reinforcement space, drainage, and service support. |
Common UPVC systems use multi-chamber profiles, steel or other approved reinforcement where required, replaceable gaskets, and designed drainage paths. |
Frame depth, sash configuration, color, surface finish, reinforcement thickness, glazing bead, sill design, and compatible accessories. |
Separate long members, frames, glass, and hardware where practical; prevent bending, abrasion, water accumulation, and direct sunlight during storage. |
Maintain required frame clearances and avoid drilling through drainage channels or reinforcement zones unless permitted by the system design. |
Clean profiles with mild soapy water; avoid abrasive pads, solvents, and unapproved chemical cleaners. |
Replaceable components
Confirm availability of gaskets, rollers, handles, locks, and drainage covers for the expected service period. |
| 4. Glass and Energy Planning |
Balance thermal insulation, solar control, daylight, safety, and sound reduction. |
Double glazing is widely used; low-emissivity coatings, inert-gas-filled cavities, laminated glass, toughened glass, and warm-edge spacers may be selected according to the project need. |
Glass thickness, cavity width, coating position, solar factor, visible transmittance, acoustic target, safety classification, and privacy requirement. |
Use edge protection, vertical storage, separators, and clear labeling. Avoid storing glass flat for extended periods unless the handling procedure allows it. |
Use compatible setting blocks and packers; prevent glass contact with the frame and avoid blocking drainage routes. |
Inspect for seal failure, cracked panes, damaged coatings, and condensation patterns; replace failed insulated glass units rather than attempting field resealing. |
Typical priority
Cold climates: lower U-value; hot climates: control solar gain; noisy sites: prioritize acoustic glazing. |
| 5. Door and Hardware Configuration |
Select opening styles and hardware according to traffic, security, accessibility, and emergency-use requirements. |
Consider casement, tilt-and-turn, sliding, lift-and-slide, hinged, or entrance-door configurations. Hardware must suit sash weight, cycle frequency, and security requirements. |
Threshold height, accessibility, lock type, hinge load, handle height, restrictors, child safety, panic or emergency exit function, and corrosion resistance. |
Pack hardware separately or secure it against movement; include installation tools, adjustment keys, spare parts, and illustrated instructions. |
Check sash alignment, locking engagement, threshold support, handle operation, and drainage after installation and final adjustment. |
Lubricate approved moving parts periodically, tighten accessible fasteners, and replace worn rollers, seals, or cylinders promptly. |
High-use areas
Specify tested cycle performance and corrosion-resistant hardware where humidity or salt exposure is high. |
| 6. Dimensional Survey and Shop Drawings |
Control dimensions before fabrication to reduce site cutting, delays, and installation errors. |
Record width, height, diagonals, reveal depth, sill level, structural opening, finished-floor level, and interface with waterproofing and insulation. |
Approved elevation drawings, opening schedule, tolerance limits, interface details, window identification codes, and revision status. |
Use the same unit codes on drawings, labels, packing lists, and delivery documents to simplify receiving and installation sequencing. |
Allow for the approved installation joint and avoid forcing a frame into an undersized or distorted opening. |
Retain as-built dimensions and replacement-unit information for future maintenance or refurbishment. |
Two-point verification
Check critical openings once before fabrication and again before shipment or installation. |
| 7. Packaging and International Logistics |
Protect the products through handling, customs clearance, inland transport, and temporary storage. |
Use corner protection, separators, moisture-resistant wrapping where appropriate, stable pallets or stillages, and visible handling instructions. |
Shipping method, delivery sequence, pallet dimensions, maximum handling weight, unloading equipment, insurance, and destination documentation. |
Keep products upright where required, distribute weight evenly, prevent load movement, and avoid prolonged exposure to rain, heat, and direct sunlight. |
Inspect packaging and products on arrival; photograph damage, record shortages, and quarantine visibly damaged units before installation. |
Store products off the ground in a ventilated, secure location and follow the system supplier's maximum storage recommendations. |
Receiving checklist
Verify quantity, unit codes, glass condition, accessories, documents, and visible frame damage. |
| 8. Installation and Sealing |
Create a durable connection between the frame, wall, insulation, and exterior weather barrier. |
Use a continuous installation concept: weather protection outside, insulation in the joint, and controlled air or vapor sealing on the interior side where required by the wall design. |
Wall type, sill detail, fixing method, anchor spacing, sealant compatibility, insulation material, cavity barriers, and façade drainage strategy. |
Deliver installation accessories with the correct unit or installation zone to avoid substitutions with incompatible tapes, foams, anchors, or sealants. |
Fix through approved locations, support the frame correctly, maintain joint width, seal continuously, and keep weep holes open. |
Inspect sealant joints, drainage outlets, perimeter finishes, and signs of water ingress during scheduled building inspections. |
Critical quality points
Level, plumb, square, fixing, packer position, joint continuity, drainage, and sash adjustment. |
| 9. Site Quality Control |
Verify workmanship before concealment and handover. |
Use documented inspections for dimensions, fixing, glazing, seals, operation, drainage, surface condition, and interface with adjacent construction. |
Inspection and test plan, hold points, sample-unit approval, nonconformance process, photographic records, and final acceptance criteria. |
Track damaged or missing items separately from accepted stock and maintain a replacement schedule for rejected units. |
Operate every sash and door leaf, test locks and restrictors, confirm clearances, and check for air or water paths at visible joints. |
Keep inspection records with the building operation manual and identify the responsible maintenance party. |
Sample testing
Use field water checks or other approved verification methods where project risk and local practice require them. |
| 10. Handover Documentation |
Provide information that allows the owner and local service team to operate and maintain the installation. |
Include product schedules, approved drawings, glass data, hardware instructions, cleaning guidance, warranties, test evidence, and spare-part references. |
Local language requirements, emergency contacts, maintenance responsibility matrix, asset codes, replacement procedures, and training needs. |
Pack manuals and spare parts in a clearly marked, dry location; maintain digital copies for remote project teams. |
Complete a final snagging inspection and obtain sign-off after all adjustments, repairs, protective-film removal, and cleaning are finished. |
Define inspection frequency, cleaning methods, lubrication points, adjustment procedures, and escalation contacts. |
Useful handover set
As-built schedule, care manual, spare-parts list, inspection forms, and warranty conditions. |
| 11. Routine Maintenance |
Preserve weather performance, safe operation, appearance, and service life. |
Clean frames and glass with non-abrasive products, clear drainage paths, inspect seals, and adjust hardware when operation becomes stiff or misaligned. |
Exposure level, occupancy intensity, cleaning access, local dust or salt conditions, security requirements, and building management procedures. |
Maintain a small, documented stock of compatible gaskets, handles, rollers, locking parts, drainage covers, and approved sealants. |
Do not modify frames, drill new holes, remove reinforcement, or apply incompatible sealants without technical review. |
Suggested baseline
Clean at least twice yearly; inspect seals, drainage, and hardware annually, with shorter intervals in severe environments. |
Log date, location, defect, action taken, replacement part, and responsible technician for each maintenance event. |
| 12. Long-Term Review |
Use operational data to improve future global projects and replacement planning. |
Review complaints, water or air leakage, broken hardware, glass failures, condensation, energy performance, and installation-related defects. |
Building age, façade zone, defect frequency, climate exposure, occupancy feedback, repair cost, and availability of replacement components. |
Consolidate spare-part orders where possible and plan replacements around access restrictions, seasonal weather, and local labor availability. |
Use root-cause analysis to distinguish product defects, installation defects, building movement, misuse, and inadequate maintenance. |
Update the maintenance plan and component schedule based on actual failure patterns and inspection findings. |
Review cycle
Conduct a formal performance review after the first operating year and at regular intervals thereafter. |
