Quick answer

List every managed load with voltage, current, starting behavior, control method, and outage priority. Match each module to the generator, transfer switch, load type, current rating, and manufacturer control architecture. Document the shed and recovery sequence, then commission it under representative loads and verify what occupants should expect during an outage.

Outage priority worksheet

Assign a documented role to each large load

This worksheet organizes questions for the installer. Essential means the load belongs in the minimum design case. Managed means it may be delayed or shed. Off means it should remain unavailable during generator operation. The control system, not this screen, must enforce the final sequence.

Essential design loads1Must fit together when the plan allows overlap
Managed loads2Need a defined priority and recovery delay
Unavailable loads1Label and block during generator operation
Priority roles recorded

Now document the actual control sequence

Record voltage, running current, starting demand, control method, shed trigger, recovery delay, and restart behavior for every load. Commission the final settings under representative generator operation.

The number of loads does not measure electrical demand. One essential motor can require more generator capacity than several managed resistance loads. Use nameplates, manufacturer data, a load calculation, and qualified system design.

Primary jobKeep demand within capacity
Common actionsDelay · shed · restore
Priority basisDocumented outage needs
Required finishCommissioned sequence
DECISION PATHUse the evidence in the right order01STEP 1Load management controlswhen selected equipmentcan02STEP 2Build the priority listfrom consequences, notappliance03STEP 3Priority and recoverytimes are part of theoperating04STEP 4A module cannot correctan undersized connectionor
Follow the decision in order; a later check cannot repair a failed earlier check.

Load management controls when selected equipment can run

A standby system can make many circuits available while still having less generator capacity than the connected service. Load management monitors a control condition defined by the manufacturer and prevents selected large loads from operating together when that combination would overload the generator.

Depending on the product, the system may delay an air conditioner after transfer, interrupt a lower-priority 240V appliance, stage several loads, or restore them after generator conditions recover. The trigger, timing, number of priorities, communication method, and supported load types are product-specific.

Build the priority list from consequences, not appliance size alone

Identify essential health, safety, water, heat, refrigeration, communications, and property-protection loads first. Then list comfort and convenience loads that can wait. A well pump and septic pump may both be important, but the safe sequence can depend on storage capacity, duty cycle, controls, and whether occupants are present.

For each managed load, record voltage, phase, breaker, running amps or watts, starting demand, control voltage, cycle behavior, restart delay, and manufacturer restrictions. Record loads that must never be interrupted by a generic contactor or control module. Medical and process equipment require written continuity requirements.

Example load-management planning record
LoadEvidence to collectControl question
Central air or heat pumpRunning and starting current, controls, heat stagesCan the compressor be delayed or shed safely?
Electric water heaterElement rating, voltage, operating modeCan recovery wait while motor loads run?
Well or septic pumpMotor and control data, storage capacityHow long can the load wait?
EV chargingConfigured current, restart behaviorShould charging remain disabled during outage?
BEFORE YOU ACTKeep four checkpoints visibleREADKeep demand withincapacityDo not infer missing data.CALCULATEDelay · shed ·restoreDo not infer missing data.VERIFYDocumented outageneedsDo not infer missing data.CONFIRM4 primary referencesOpen and verify the source.
Keep equipment labels, calculations, system limits, and primary references separate.

Priority and recovery times are part of the operating design

Current manufacturer systems can assign several priority positions and stagger recovery so large loads do not return at the same instant. Treat those settings as controlled design data. Two modules accidentally assigned the same priority or a recovery order that restarts several motors together can undermine the intended capacity plan.

Document the normal source-loss sequence, generator warm-up, transfer, first permitted loads, delayed loads, overload response, shed order, recovery order, utility return, and cooldown. The written sequence should match the final settings and labels in the equipment.

A module cannot correct an undersized connection or fuel system

Load management can reduce simultaneous demand, but it cannot increase generator output, transfer-switch rating, conductors, breaker capacity, fuel pressure, propane vaporization, or allowable voltage drop. The generator must still start and run the highest-priority combination under the selected fuel and site conditions.

It also cannot resolve incompatible neutral treatment, grounding, phase, waveform, or equipment controls. A generator that cannot support the essential load set without repeatedly shedding critical equipment needs a revised load plan, more capacity, a different control strategy, or another source.

Commission every shed and recovery path

Use the manufacturer test procedure and qualified instruments. Confirm module addressing or priority, current rating, control behavior, contactor operation, transfer interaction, generator frequency and voltage, expected shed response, recovery delay, and appliance restart. Test faults and manual overrides only as the documentation permits.

Give occupants a one-page outage guide that identifies protected loads, managed loads, expected delays, loads that remain unavailable, alarm response, and who can change settings. Recommission after generator replacement, transfer-switch changes, HVAC replacement, water-heater changes, EV charger installation, or other major load work.

Frequently asked questions

Common questions

What does a generator load-management module do?

It delays, sheds, or restores selected loads according to a manufacturer-defined control strategy so simultaneous demand stays within the generator plan.

Does load management let a smaller generator power the whole house?

It can make more circuits available at different times, but it does not make every appliance available simultaneously. The essential combination, transfer system, fuel, and site conditions still have to fit the generator.

Which appliances should have the lowest priority?

That is site-specific. Large deferrable loads such as water heating, EV charging, dryers, or secondary HVAC are common candidates, but health, climate, water, sanitation, and equipment restart consequences must be reviewed.

Can I change the module priorities myself?

Use the exact product instructions and the commissioned load calculation. Priority changes can alter simultaneous demand and recovery behavior, so qualified review and retesting are appropriate.

Primary references

CordFind summarizes connector specifications and public safety guidance. Always follow the instructions supplied with your equipment.