New Punchlist or COW item via Electronic Task Completion

New Punchlist or COW Item via Electronic Task Completion

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 Step

  Action

  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. 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.

 2

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:

1. Select the Create Simple button from the Create Punchlist popup window.
2. The simple Punchlist Edit Form will load.
3. Populate/edit available fields.
4. Note:  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.

5. 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.
6. Select the Create button.

7. 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:

1. Select the Create Standard button from the Create Punchlist popup window.
2. The standard Punchlist Edit Form will load
3. Populate/edit fields.
4. Note:  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.

5. 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.
6. Select the Submit button.

7. 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.
8. Exit the Punchlist Edit Form
9. 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.

 3

The punchlist or COW item(s) generated from the Electronic Task Completion will now appear in the Punchlists Manager.

Next Training Topic:  Approving Punchlist or COW Items

For internal use only