Introduction

Welcome to Commissioning Procedures. This app provides a user-friendly interface for writing procedures, similar to working with a word processor. Using a node-based structure, it helps you organize your procedure. You'll find various node types, including Comments for text editing, as well as Activities, Checked List Items, Checklists, Drawing PDFs, PDF Attachments, DB Reports, and Suppliers, all designed to streamline your commissioning process and enhance project efficiency.

Create Procedure

To create a new commissioning procedure:

1. Open Commissioning Procedures in the Completion Management menu group.
2. In the toolbar, click New Procedure.
3. To copy an existing template, select a Template.
4. Fill in New Procedure ID, Revision, and select a Project.
5. Click Create Procedure.
6. To open Commissioning Procedure Details, click the link in the Proc No column.

Add Nodes

1. In Commissioning Procedure Details, open the Structure tab.
2. In the Structure tab, click +.
3. Enter Title.
4. Optionally, change Index.
5. Select a Type.
6. Click Save.

Note: You can enable or disable certain node types in Comm. Procedures Configuration.

Preview in PDF

To preview the selected node in PDF format:

• In Commissioning Procedure Details, in the Structure tab, click the Preview button.

Print to PDF

To print a commissioning procedure to PDF:

• In Commissioning Procedure Details, click Tasks > Print Procedure.

Create Revision

To create a new revision of an existing commissioning procedure:

1. In Commissioning Procedure Details, open the Revision & Approval tab.
2. Click Create New Revision.
3. Enter New Revision.
4. Click Create Revision.

Sign Procedure

To sign a commissioning procedure:

1. In Commissioning Procedure Details, open the Revision & Approval tab.
2. In the Electronic Signatures area, click Sign. You can only sign the current revision.

Note: You can change signature groups in Comm. Procedures Configuration.

Create Template

To create a commissioning procedure template:

1. In Commissioning Procedure Details, in the toolbar, click Tasks > Save as New Template.
2. Select a Project.
3. Enter Template Name.
4. Click Save.