Punchlist

The CE-CCMS Punchlists Manager module is used to manage the administration of a collection of punchlist and carry-over-work items that need to be performed throughout a Project's Stages i.e. Factory Acceptance Tests (FAT), Mechanical Completion, Pre-Commissioning, Commissioning and Start-up/Handover.

CE-CCMS Punchlists Manager is the interface used to track, record, control and report punchlist and carry-over-work items that includes rectifying incomplete work, damage, non-conformances, non-performance, incomplete equipment, sub-systems and systems.

Terms and Definitions

Term	Definition
Carry-Over-Work (COW)	Carry-Over-Work (COW) item is work that has not been completed at the fabricator/manufacturer and is the responsibility of that party to complete. Carry-Over-Work items will be recorded and tracked in the CCMS Database, as part of the Punchlist Manager module.
Commissioning	The phase of the project that transfers a facility from a construction site to an operational facility.
Completions and Commissioning Management System (CCMS)	A database system that tracks Mechanical Completion, Pre-Commissioning and Commissioning activities and data, including Punchlisting.
Field Installation Checklist (FIC)	FICs are detailed proforma documents that allow essential data to be recorded in a standardised format, providing documentary evidence of mechanical completion activities.
Industrial Business Solutions	Software developer for Continuum Edge-Completions and Commissioning Management System.
Inspection Test Record (ITR)	ITR is a detailed proforma document that allows essential data to be recorded in a standardised format, providing documentary evidence of pre-commissioning activities.
Mechanical Completion (MC)	The state of the system when all civil, structural, concrete, piping, electrical, instrumentation and mechanical items have been installed as per the design documents and codes
Punchlist ‘A’	Punchlist ‘A’ item prevents the sub-system or system from being Pre-commissioned, Commissioned or energized due to constraints on operability or safety of either PERSONNEL, EQUIPMENT or ENVIRONMENT.
Punchlist ‘B’	Punchlist ‘B’ item can, by agreement, be rolled over to the next phase. ‘B’ items shall not prevent the safe operation of the equipment &/or system but represents incomplete work.
Punchlist ‘C’	Punchlist ‘C’ item can be repaired and/or completed after handover, but must be done before issuance of the Close-out Certificate (C6).
Pre-commissioning	The phase of the project that involves a set of checks to prove the system functionality and prepares the system for commissioning.
Project	e.g. Australia Pacific LNG Upstream Phase 1 Project
Punchlist	Work scope that has not been completed as per Project design/specification or is outstanding work that will be transferred to the next phase of the project. The punchlist will be recorded and tracked in the CCMS Database.
Punchlist Manager	Designed to manage the assignment and administration of a collection of punchlist items and carry-over-work in CCMS.
Sub-System	The facility systems, as defined below, are further divided into sub-systems, where appropriate, in order to facilitate the Mechanical Completion, Function Testing, Commissioning and Handover of the entire Facility.
System	Process System – a test area or section defined by specific process application, pressure and/or temperature, or by specific hazards. Non-Process System – an infrastructure, such as buildings, structures, concreting and electrical and communications equipment.
Task	Individual FICs or ITRs that have been created for each asset that is required to be completed during different phases i.e. Fabrication, Construction, Pre-Commissioning and Commissioning.

Abbreviations

Abbreviation	Description
CCMS	Completions and Commissioning Management System
CE	ContinuumEdge
FIC	Field Installation Checklist
ITR	Inspection and Test Record
COW	Carry-Over-Work

The punchlist is an itemised account of outstanding items that require correction in order to meet the conditions of a contract. A Punch or COW item can be created independently (stand-alone) or generated during execution of an existing task, such as a field installation check (FIC), or inspection test record (ITR). Each punch or COW item is created, submitted for approval, approved, completed (meaning issue has been resolved/fixed) and then closed (verified by approver).

A punch or COW item will include the following items, to give detailed information about the punch or COW item and responsibility of that punch or COW item:

Description
Discipline

Priority (which will set the due date)

Assigned company and workgroup, a responsible person may also be assigned
If needed, the user can upload a punch item image

A single punch or COW item can be generated on a “punch item datasheet” or multiple punch or COW items can be shown on index (list), summary (counts) and forecast (due date) reports.

The process for accessing the Punchlists Manager is outlined below:

Step	Action
1	To access the CE-CCMS, open your company's website (e.g. http(s)://projectURL.com). Login using the credentials given by your System Administrator.
2	From the Menu select Completions > Punchlist & C.O.W. Tracking. The Punchlists Manager opens.
3	To display the list of Punchlist or COW items, click on the Search button. The Punchlists Manager loads all Punchlist and COW records.
4	The Punchlists Manager Interface allows several filter options. The punch or COW items can be filtered accordingly, as per the filter functions listed below: Location and Process By Physical Location By Process Area Systemization General On Hold Punchlists Punchlist ID, Description, Discipline, Work Category (Phases), Priority Punchlist workflow statuses Asset related to punchlist Tasks related to punchlist Documents Document Name, Description Work Dates and People Responsible Company, Person Created/Originated, Completed, Closed By. Created/Originated, Start, Due, Completed, Closed Dates For example, to show a list of Discipline - Mechanical Punchlist items created for Plant (By Process) that need to be completed by Responsible Company, select filter options as shown and then select the Search button: Punchlists meeting the filtered criteria will be loaded in the Punchlists Manager.
5	The View Panels allow a user to see information such as: As Found/As Left Images. Punchlist ID Datasheet Task Asset Pack Loop Asset Etc. Select the required punchlist or COW item by clicking on the row in which it is displayed. This will populate the punchlist or COW item details. The Details tab within the Punchlist details pane displays/provides information such as: Action Required to complete the punchlist or COW item. Location by Process or Physical of the punchlist or COW item. Action Taken completing the punchlist or COW item. Responsible and scheduling information ie. Company and Person, Due and Completed dates. Close/Verified information of the completed punchlist or COW item. View Workflow State by Colored Bubble Icon.
6	The Coloured Bubble Icon assigned against each of the punchlist or COW item indicates its Workflow Status. A legend indicating the workflow status color is displayed by hovering the mouse pointer over the bubble icon. Additional Search/Filter options.
7	Additional Search/Filter options allow a user to search for Punchlist or COW items by: Pending Closing Were on Hold Still on Hold Next Training Topic: Creating Punchlist or Carry Over Work (COW) Items

For internal use only