AMI Smart Meter Field Exchange Audit

Inspection template for documenting the field exchange of a legacy meter for an AMI smart meter, including final read, new meter read, communication confirmation, installation quality, and site condition.

Audit Context

• Work order, service address, and audit date are recorded
• Legacy meter serial number is documented
• AMI meter serial number is documented
• Technician name or ID is recorded
• Exchange type matches the work order scope
• Site access was available for safe completion of the work

Meter Removal and Final Read

• Final read from the legacy meter was captured
• Final read timestamp was recorded
• Legacy meter condition at removal was documented
• Removed meter was secured and handled per utility procedure
• Any discrepancy between expected and observed final read was explained
• Photo evidence of the removed meter and final read was captured

New AMI Meter Installation

• New meter is correctly oriented and fully seated
• Meter socket, jaws, and connections show no visible damage or overheating
• New meter initial read was captured
• New meter serial number matches the installed unit
• Tamper seal or locking mechanism is installed correctly
• Installation photo of the new meter was captured

Communication and Data Validation

• Meter communication status is confirmed
• Initial AMI read was successfully transmitted or queued
• Time, date, and meter ID are consistent across the field record
• Any communication issue was escalated per procedure

Site Condition and Safety

• Work area was left clean and free of debris
• Meter area remained accessible and unobstructed after completion
• No visible safety deficiency was observed at the site
• Any site condition requiring follow-up was documented