New Punchlist or COW item via Punchlists Manager

New Punchlist or COW Item via Punchlists Manager

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 Step

  Action

  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 image - Image/photo 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 Image - An image/photo 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.

Note:  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:

1. Description
2. Work Category
3. Priority / Criticality (will set the Due Date)
4. Location Association (down to the asset tag if applicable)
5. 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.

Note:  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 Continuum Edge - 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.

Next Training Topic:  New Punchlist or COW item via Electronic Task Completion

For internal use only