New Punchlist or COW item via Punchlists Manager - Intergraph Smart Completions - 5.3.6 - Help - Hexagon PPM

Smart Completions Help

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Intergraph Smart Completions
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Help
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5.3.6

The process for creating a new Punchlist or COW item via the Punchlists Manager is outlined below:

  1. In the Punchlists Manager interface, select the New button.

    An Edit Punchlist Form will open.

  2. Details of the punchlist or COW item are entered in the Edit Punchlist Form. Items to be entered are:

    As-Found Data:

    1. Punchlist ID - this is generated automatically when a punchlist or COW item is created and saved.

    2. Description - description of the punchlist or COW item.

    3. Punchlist Category - the category the punchlist or COW item falls into.

    4. Punchlist Type - the type of punchlist or COW item.

    5. Work Category - stages of the project i.e. Carry-Over-Work, Construction, Pre-Commissioning, Commissioning, etc.

    6. Discipline - discipline assignment against the punchlist or COW item.

    7. Priority - punchlist or COW item category i.e. A - High, B – Low, C – Very Low.

    8. Action Required - what is the required rectification work to remedy the punchlist item or outstanding COW item that needs completion.

    9. As-found images - Images/photos can be uploaded or assigned against the punchlist or COW item.

      Work Breakdown Association:

    10. Project - what project the punchlist or COW item belongs to.

    11. Phase - what phase of the project the punchlist or COW item belongs to.

    12. Stage - what stage of the project the punchlist or COW item belongs to.

    13. Activity - what activity of the project the punchlist or COW item belongs to.

      Location Association:

    14. Process/Physical Location (i.e. Plant, Process Area, Physical Area , Physical Location) - assigned against a punchlist or COW item.

    15. Asset Tag - asset associated with punchlist or COW item.

    16. Task ID - task associated with punchlist or COW item.

      As-Left Data:

    17. Action Taken - Description of remedial actions that were undertaken to rectify the punchlist or COW item.

    18. As-Left Images - Images/photos can be uploaded or assigned against the completed punchlist or COW item for more information.

      Scheduling Data:

    19. Responsible Workgroup - workgroup responsible for punchlist or COW item.

    20. Responsible Company - company responsible for punchlist or COW item.

    21. Responsible Person - person responsible for punchlist or COW item.

    22. On Hold - can select if the punchlist or COW item is on hold.

    23. Start Date - date punchlist or COW item was started.

    24. Due Date - date punchlist of COW item is to be completed.

      Required items are flagged in RED text.

      It is important to enter in as much information as possible about a punchlist or COW item. As a minimum the following items should be entered:

    25. Description

    26. Work Category

    27. Priority / Criticality (will set the Due Date)

    28. Location Association (down to the asset tag if applicable)

    29. Responsible Company

      Save and/or Submit Punchlist or COW item.

  3. After the Edit Punchlist Form is completed you can now Save and/or Submit the punchlist or COW item.

If you do not want to submit the punchlist or COW item you can Save it and submit later.

To Save a punchlist or COW item:

  1. Select the Save button.

  2. You now have the option to Close Form, Enter New Record or Keep Editing Current Record.

To Submit a punchlist or COW item:

  1. Select the Submit button.

  2. An E-Mail Notification dialog box appears.

    1. This allows the punchlist or COW item creator/originator to notify the punchlist or COW item approver via e-mail.

    2. A list of client representative approvers will appear for selection.

    3. Select the approver(s) by checking the boxes, then select Create E-Mail button.

  3. An E-Mail Notification window will appear notifying you that the e-mail was sent to the punchlist or COW item approver.

  4. The punchlist or COW item approver will receive an e-mail notification.