The process for creating a new Punchlist or COW item via the Punchlists Manager is outlined below:
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In the Punchlists Manager interface, select the New button.
An Edit Punchlist Form will open.
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Details of the punchlist or COW item are entered in the Edit Punchlist Form. Items to be entered are:
As-Found Data:
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Punchlist ID - this is generated automatically when a punchlist or COW item is created and saved.
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Description - description of the punchlist or COW item.
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Punchlist Category - the category the punchlist or COW item falls into.
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Punchlist Type - the type of punchlist or COW item.
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Work Category - stages of the project i.e. Carry-Over-Work, Construction, Pre-Commissioning, Commissioning, etc.
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Discipline - discipline assignment against the punchlist or COW item.
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Priority - punchlist or COW item category i.e. A - High, B – Low, C – Very Low.
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Action Required - what is the required rectification work to remedy the punchlist item or outstanding COW item that needs completion.
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As-found images - Images/photos can be uploaded or assigned against the punchlist or COW item.
Work Breakdown Association:
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Project - what project the punchlist or COW item belongs to.
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Phase - what phase of the project the punchlist or COW item belongs to.
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Stage - what stage of the project the punchlist or COW item belongs to.
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Activity - what activity of the project the punchlist or COW item belongs to.
Location Association:
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Process/Physical Location (i.e. Plant, Process Area, Physical Area , Physical Location) - assigned against a punchlist or COW item.
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Asset Tag - asset associated with punchlist or COW item.
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Task ID - task associated with punchlist or COW item.
As-Left Data:
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Action Taken - Description of remedial actions that were undertaken to rectify the punchlist or COW item.
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As-Left Images - Images/photos can be uploaded or assigned against the completed punchlist or COW item for more information.
Scheduling Data:
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Responsible Workgroup - workgroup responsible for punchlist or COW item.
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Responsible Company - company responsible for punchlist or COW item.
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Responsible Person - person responsible for punchlist or COW item.
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On Hold - can select if the punchlist or COW item is on hold.
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Start Date - date punchlist or COW item was started.
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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:
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Description
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Work Category
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Priority / Criticality (will set the Due Date)
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Location Association (down to the asset tag if applicable)
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Responsible Company
Save and/or Submit Punchlist or COW item.
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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:
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Select the Save button.
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You now have the option to Close Form, Enter New Record or Keep Editing Current Record.
To Submit a punchlist or COW item:
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Select the Submit button.
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An E-Mail Notification dialog box appears.
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This allows the punchlist or COW item creator/originator to notify the punchlist or COW item approver via e-mail.
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A list of client representative approvers associated to the selected project will appear for selection.
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Select the approver(s) by checking the boxes, then select Create E-Mail button.
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An E-Mail Notification window will appear notifying you that the e-mail was sent to the punchlist or COW item approver.
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The punchlist or COW item approver will receive an e-mail notification.