Course Code: CX-01
Goal: Understand the core functionality, structure, and advantages of CUBE Cx for commissioning management, and recognize how the platform enhances field execution, reporting, and project oversight.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Introductory (Ideal for commissioning engineers, project managers, field technicians, and service coordinators)

Resources Provided:

• CUBE Cx User Interface Guide
• Commissioning Lifecycle Diagram
• Mobile App Integration Overview Sheet
• Digital Reporting and Cloud Syncing Quick Reference

Learning Objectives

By the end of this session, participants will be able to:

• Navigate the CUBE Cx platform and understand its core components.
• Comprehend the commissioning lifecycle and how CUBE Cx supports each phase.
• Leverage mobile app functionality for field data entry and real-time syncing.
• Understand the benefits of centralized commissioning data and reporting.

Session Agenda

CX1.1 Overview of the Commissioning Lifecycle and Project Needs

• Introduction to Commissioning:
  
• Define commissioning and its significance in building projects.
• Identify key stakeholders (project managers, engineers, contractors).
  
  
• Challenges in Commissioning:
  
• Discuss traditional challenges in commissioning projects (e.g., communication breakdowns, mismanagement).
• How CUBE Cx helps mitigate these challenges with automation and data centralization.

CX1.2 Navigating the CUBE Cx Platform Efficiently

• Accessing the CUBE Cx Dashboard:
  
• Navigate from the CUBE Home Screen.
   
• Overview of user roles and permissions for accessing commissioning projects.
• Introduction to the CUBE Cx desktop and mobile interfaces.
  
  
• Managing Commissioning Projects:
  
• Access and manage project data, timelines, and tasks within CUBE Cx.
   
• Overview of task assignments and milestone tracking.

CX1.3 Connecting CUBE Cx to Mobile Apps for Field Execution

• Overview of Mobile Integration:
  
• Introduction to the CUBE Cx mobile app and its features.
  
• How to connect field technicians to CUBE Cx for real-time updates.
  
  
• Mobile Data Collection:
  
• Entering commissioning data in the field (checklists, test results, photos).
  
• Syncing mobile data with CUBE Cx in real-time.
• Benefits of real-time data updates for accuracy and efficiency. 

CX1.4 Understanding Digital Reporting, Cloud Syncing, and Audit Trails

• Digital Reporting:
  
• How CUBE Cx generates and customizes commissioning reports (e.g., test results, punch lists).
   
• Cloud Syncing and Real-Time Updates:
  
• Understanding the cloud syncing process between field devices and the main platform.
  
• Real-time collaboration and project oversight via the cloud.
  
  
• Audit Trails and Data Integrity:
  
• Exploring how CUBE Cx maintains data integrity through audit trails.
• Tracking changes, approvals, and activities within the system for compliance and accuracy.

CX1.5 Benefits of Centralized vs. Fragmented Commissioning Methods

• Centralized Commissioning in CUBE Cx:
  
• Advantages of centralizing data, tasks, and reporting in one unified platform.
  
• How CUBE Cx increases visibility and control over commissioning projects.
  
  
• Fragmented Commissioning Methods:
  
• Challenges of using multiple disjointed systems for commissioning management (e.g., errors, delays).
• The strategic benefits of using CUBE Cx for a seamless, unified commissioning process.

Hands-On Preview (Optional if time allows)

• Navigate through the CUBE Cx Dashboard.
  
• Open a sample commissioning project to explore tasks, reports, and data.
• Test the mobile app by simulating field data entry (e.g., creating a test report or checking inventory).

Post-Session Action Items

• Review user access to ensure appropriate roles are set for CUBE Cx commissioning workflows.
  
• Audit existing commissioning project setups for completeness and accuracy.
  
• Test mobile app functionality in the field and review syncing capabilities.

 Note: When scheduling, make sure to include this session code: CX-01.

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