A punchlist or COW item can also be created while executing a task electronically.
The process for creating a new Punchlist or COW item via Electronic Task Execution is outlined below:
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In the Task Execution Interface/Model, the user can create punchlist or COW items while completing inspection steps/points. Generally, the only data required to enter/answer in the inspection steps/points is to select one (1) of the three (3) possible answers. Only one (1) of those answers will trigger the creation of a punchlist or COW item. It is typically a REJECT (or NOT OK) answer.
Rejecting an inspection step/point.
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If a REJECT (or NOT OK) answer is selected against one of the inspection steps/points, it will trigger a punchlist or COW item creation. This will load a Create Punchlist popup window. You can create a "Simple" or "Standard" punchlist or COW item.
Simple Punchlist or COW item - simple edit form with the ability to populate/edit certain fields only.
Standard Punchlist or COW item - complete punchlist edit form with the ability to populate/ edit all fields.
To create a Simple punchlist or COW item:
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Select the Create Simple button from the Create Punchlist popup window.
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The simple Punchlist Edit Form will load.
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Populate/edit available fields.
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Note: Certain fields in the edit punchlist form will auto-populate based on the attributes of the task/asset, e.g.:
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Description – from the inspection point/step that triggered the punchlist creation.
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Discipline – from asset discipline attribute.
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Priority / Criticality – default to ‘B-Low’. User can change to the required Priority / Criticality.
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Location Association – from asset attributes i.e. Asset, Subsystem and Physical Location.
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Auto-populated fields (e.g. Description field) may be edited to provide more clarity or better define the punchlist or COW item, as the auto-populated Description may not always give an accurate or informative description.
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Select the Create button.
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A new punchlist or COW item has now been created and the assigned Punchlist ID is displayed for the inspection step/point.
To create a Standard Punchlist or COW item:
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Select the Create Standard button from the Create Punchlist pop-up window.
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The standard Punchlist Edit Form will load
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Populate/edit fields.
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Note: Certain fields in the edit punchlist form will auto-populate based on the attributes of the task/asset, e.g.:
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Description – from the inspection point/step that triggered the punchlist creation.
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Discipline – from asset discipline attribute.
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Priority / Criticality – default to ‘B-Low’. User can change to the required Priority / Criticality.
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Location Association – from asset attributes i.e. Asset, Subsystem and Physical Location.
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Auto-populated fields (e.g. Description field) may be edited to provide more clarity or better define the punchlist or COW item, as the auto-populated Description may not always give an accurate or informative description.
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Select the Submit button.
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An E-Mail Notification Selection popup window will appear. Follow the process as described in 'Step 3' of the New Punchlist or COW item via Punchlists Manager training.
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Exit the Punchlist Edit Form
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A new punchlist or COW item has now been created and the assigned Punchlist ID is displayed for the inspection step/point.
The user can then continue with the Electronic Task Completion of the remaining inspection points/steps.
Viewing Punchlist or COW items created from Electronic Task Completion.
The punchlist or COW item(s) generated from the Electronic Task Completion will now appear in the Punchlists Manager.