New Punchlist or COW item via Electronic Task Executing - Intergraph Smart Completions - Intergraph Smart Completions Update 19 - Help - Hexagon

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:

1. 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 such as ACCEPT, REJECT, or NA. Only one (1) of those answers will trigger the creation of a punchlist or COW item. It is typically a REJECT (or a NA) answer.

   Rejecting an inspection step/point.

2. If a REJECT 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.

3. Select ACCEPT (or NA), and a PL/NC Alert window opens, asking to remove the punchlist already created for the step completion.

   

   1. Select Yes, the associated punchlist is removed from the steps completion. You can view the punchlist in the purge/restore lists of punchlists.

   2. Select Cancel, the associated punchlist is attached to the steps completion.

Create a Simple punchlist or COW item

1. Select the Create Simple from the Create Punchlist window.

2. The simple Punchlist Edit Form will load.

3. Populate/edit available fields.

   Certain fields in the edit punchlist form will auto-populate based on the attributes of the task/asset, e.g.:

   1. Description – from the inspection point/step that triggered the punchlist creation.

   2. Discipline – from asset discipline attribute.

   3. Priority / Criticality – default to ‘B-Low’. User can change to the required Priority / Criticality.

   4. Location Association – from asset attributes i.e. Asset, Subsystem and Physical Location.

4. 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.

5. Select Create.

6. A new punchlist or COW item has now been created and the assigned Punchlist ID is displayed for the inspection step/point.

Create a Standard Punchlist or COW item

1. Select the Create Standard from the Create Punchlist window.

2. The standard Punchlist Edit Form will load.

3. Populate/edit fields.

   Certain fields in the edit punchlist form will auto-populate based on the attributes of the task/asset, e.g.:

   1. Description – from the inspection point/step that triggered the punchlist creation.

   2. Discipline – from asset discipline attribute.

   3. Priority / Criticality – default to ‘B-Low’. User can change to the required Priority / Criticality.

   4. Location Association – from asset attributes i.e. Asset, Subsystem and Physical Location.

4. 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.

5. Select Submit.

6. An E-Mail Notification Selection window will appear. Follow the process as described in 'Step 3' of the New Punchlist or COW item via Punchlists Manager training.

7. Exit the Punchlist Edit Form.

8. 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.