Manage Punch List — Exercises

Basic Data Setup

Defining a Plant

Purpose: The purpose of this exercise is to define a plant to which design objects will belong.

Windows:
Plant
Plants
Standard/Plants

  1. Create a plant, CompanyName_plant (where CompanyName is the name of your company or similar), if you have not created it already. 

General exercise for Defining a Plant 

Creating Design Objects

Purpose: The purpose of this exercise is to create a design object.

Windows:
Design Object
 Design Objects

  1. Create design objects for the following classes to use in the exercises to come:
    Class Design Object ID Description
    PUMP CENTRIFUGAL PM-312-PA-001 Feed Water Pump
    COMMISSIONING PACKAGE Q10092 MCC for P&ID PS-1002-1

General exercise for Creating a Design Object.

Main Exercises

Purpose: The purpose of these lessons is to create a punch list with punch items and change the statuses of the punch items and punch list to reflect the progress in work.

Windows:
Punch List
 Punch Items

Creating a Punch List

  1. Open the Punch List window.
  2. Click New to create a new record.
  3. In the Punch List ID field, enter Q10092.
  4. In the Description field, enter Punch List for P&ID PS-1002-1.
  5. In the Plant field, select CompanyName_plant (where CompanyName is the name of your company or similar) from the List of Values. If a user default plant has been specified, the name of this plant will be suggested at new entry.
  6. Click Save.

Creating Punch Items

  1. Open the Punch Items window.
  2. Click New to create a new record.
  3. In the Punch List ID field, enter Q10092.
  4. In the Punch Item No field, enter 1.
  5. In the Punch Item ID field, enter PI1.
  6. In the Description field, enter Flushing not done yet.
  7. In the Object ID field, enter PM-312-PA-001.
  8. In the Commissioning Package field, enter Q10092.
  9. Repeat steps 2-8 entering the following information:
Punch List ID Punch Item No Punch List ID Description Object ID Commissioning Package
Q10092 2 PI2 Certificate is missing PM-312-PA-003 Q10092
Q10092 3 PI3 Not blinded after PM-312-PA-003 PM-312-PA-003 Q10092
  1. Optionally enter values in the Severity ID, Assessment ID, Priority ID, Discipline ID, Assigned Discipline ID, Category, Responsible, Due Date, Inspection Type, Inspection Authority, and Note fields, using the List of Values, where available, to define the punch item in detail. 
  2. Click Save.

Changing the Status of a Punch List

  1. Open the Punch List window.
  2. Search for the Q10092 punch list.
  3. Right-click, click Status and click Defined. The status of the punch list changes from Preliminary to Defined.

Changing the Status of Punch Items

  1. Open the Punch Items window.
  2. Search for the punch items of the Q10092 punch list.
  3. Right-click, click Status and click Set Resolved. The status of the punch items changes to Resolved.