Capital Projects / Commissioning / Design

Adding Actions for Commissioning Documents

From the following Design process tasks, you can add actions for specific types of commissioning documentation and attach the document using a wizard that steps you through the process. Although the wizard presents the default document type for that view, you are able to change this if needed. For example, from the Review Design Submissions task, you can change the Action Type to Construction Checklist when you are about to approve the document.

Design Process Task	By Default, the wizard shows this Action Type if the action has the document attached...
Review Owner's Project Requirements	CX - Contract Document
Review Design Submissions	CX - Design Submissions
Review Contracts Awarded to Commissioning Agents	CX - Contracts AWARDED
Approved Commissioning Specification	CX - Construction Checklist, although this can be changed to Test procedures if this approved specification is to be used as a test procedure.

To add an action item with an attached document:

1. Select one of the design tasks in the above table.
2. In the Select Commissioning Project pane, select the project for which you want to add a document.

3. Click Add New in the pane from which you review the list of documentation actions.

4. The Add New Action with Document form appears.

   The Project Code shows the project you selected. The Action Type shows the default Action Type for the view, but you are able to change this if needed. The Action Type is important for commissioning, as views often have a default restriction to present specific Action Types as described in the above table.

5. Action Title: Enter a unique identifier within the project for the action. If this action represents a milestone status, include this in the Action Title. For example, enter Elevator - 80% Design Submission to indicate the degree of completion for this document.
6. Click Save and Next.
7. Click the Check In New Document button next to the Document field to locate the document for the action. See Using the Document Management System.
8. Click Save and Next.
9. On the Edit Action Details tab, if needed, update the following additional information for the action.

   Date to Perform:  Date you plan to begin the action. By default, this is set to the current date. Enter an estimated date if you are planning on tracking design schedules using the design Gantt chart.

   Duration - Est. Design (Days): By default, this is set to 1 day, but enter an estimated value, so that you can track design schedules on the Gantt chart. The design schedule estimate is based on information that has been provided by architects, designers, and contractors who have analyzed a project's requirements.

   Hours - Est. Design: By default, this is set to 0, but enter a value to indicate the number of person-hours this action will take. For example, if the action's Duration is two days, and two people will be working on this action for eight-hour days, then the person-hours for this action is 32 hours. The S-Curve analysis uses person-hours in its calculations for work, so it is important to enter these hours if you are generating S-Curve charts in the Projects application.

   Cost - Est. Design (Exp.) and  Cost Est. Design (Cap): By default, these costs are set to 0.00, but enter an estimate if you want to compare estimated design costs to actual costs in the Project Analysis report. These design costs are provided by architects, designers, and contractors who have analyzed a project's requirements.

   Work Package: If not already entered, select the work package for the action item. Although, not required to save the record, an action must be associated with a work package so that vendors can bid on it, and you can generate reports that show data for work packages. Working from Commissioning, during the Construction Phase, Commissioning Agents and Trade Contractors are able to see their designated work scope only by work package.

   Action Item Status: Select the current status for the action. If you record Action Item Status, you can view reports that include this field, such as Action Status by Action Types on the Management Console Schedule tab. After you change the status from N/A, the action item can no longer be deleted; you can cancel it (if the status is Scheduled) or stop it (if the status is In Progress). When working from the Commissioning application, it is important to use the Approve Documentation action to approve the documents. This automatically updates the status to Approved. See Approving Documentation Action Items.

   Project Phase: Select a Project Phase value, such as Design or Execution. For example, this is useful if you want to track the project at the Design phase or Execution phase level in the Project Analysis report. Or, when adding actions to work packages you can search for work packages by the Project Phase for the project with which the work package is associated. For more information on the Project Analysis report, see the Creating Management and Oversight Reports topic. 

   Work Breakdown Structure Code: A hierarchical structure that is used to organize tasks. For example, if a task is first in the outline of your project actions, then the outline number for that task is 1; the outline number for the first subtask under this task is 1.1.

   Site Code/Building Code/Floor Code/Room Code: Select the location information for the work to be done.

   Description: If needed, enter additional information for this action.

   Approved By: Enter the person approving the action. When working from the Commissioning application, it is important to use the Approve Documentation action to approve action items for design submissions. See Approving Documentation Action Items.

   Created By: This is a system-generated field that holds the name of the user who entered this action.

10. Click Save.

    Depending on the Action Type you selected, this action now appears in one of the Design process tasks as described in the table at the beginning of this topic.