Inserting Mail Merge Fields into a Form

Inserting mail merge fields into a Test form or checklist it is important that when editing an ELECTRICAL test form the user uses the ELECTRICAL mail merge field template document. Same with PIPING, if a user is working on a PIPING test form, they must use the PIPE mail merge field template documents. The OTHER template is used for generic discipline such as Infrastructure; it will contain basic Task, Systemization, Location, WBS and Project information.

The process for Inserting Mail Merge Fields onto a Form is outlined below:

Step	Action
1	Individual Equipment Tests - Ninety percent (90%) of test forms are assigned to individual equipment and will be assigned the discipline specific mail merge forms, such as: Group Equipment Tests.
2	Group Equipment Tests - Ten percent (10%) of test forms are assigned to a group of equipment, specifically “Pipe Packs” and “Loop Tests”. For these types of tests use the following mail merge templates: Must Have Mail Merge Fields.
3	MUST HAVE mail merge fields on a test: Barcode/QRcode Project Name & Logos Tag Name Systemization and Location Names Task and Job Names Document List Should Have Mail Merge Fields.
4	SHOULD HAVE mail merge fields on a test: Asset OEM details Comments Asset Specifications (i.e. range, scale, size, pressures, temps, flow parameters etc.) Test Form Document.
5	Test Form Template with Mail Merge Fields. Mail Merged Document.
6	Mail Merged Document. Next Training: Basic Requirements for the QR Code - Mail Merged Form

For internal use only