Log In

Commissioning

PART IV: Advanced Automation, Visualization, and System Handover

Session 15: Managing Construction Punch Lists

Course Code: CB-08
Goal: Manage construction-stage faults efficiently via structured punch lists, ensuring tasks are assigned, tracked, and resolved systematically.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for project managers, construction coordinators, and field team leaders)

Resources Provided:

  • Punch List Management Workflow Guide
  • Fault Categorization Best Practices
  • Punch List Task Assignment Template
  • Closing Punch List Checklist

Learning Objectives

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

  • Identify construction faults vs. operational faults, ensuring proper classification and resolution.
  • Create, assign, and track punch list tasks to ensure timely completion.
  • Close punch list workflows effectively, ensuring field team collaboration and task resolution.

Session Agenda

CB8.1 Identifying Construction Faults vs. Operational Faults
  • Understanding Fault Types:
    • Differences between construction-stage faults and operational faults in BMS systems.
    • How to categorize faults for effective resolution: e.g., installation issues vs. system performance issues.

  • Impact on Commissioning:
    • How to prioritize construction faults to prevent delays and ensure smooth system commissioning.
CB8.2 Creating, Assigning, and Tracking Punch List Tasks
  • Creating Punch Lists:
    • Step-by-step guide for creating a punch list in CUBE Box.
    • Defining clear tasks and timelines to ensure accountability and smooth workflow during construction.

  • Task Assignment:
    • How to assign tasks to the appropriate field technicians, ensuring that the right person handles each task.

  • Tracking Progress:
    • Using CUBE Box to track punch list tasks, monitor completion, and communicate with field teams.
CB8.3 Closing Punch List Workflows with Field Team Collaboration
  • Collaborating with Field Teams:
    • Best practices for ensuring field teams collaborate effectively to resolve punch list tasks.
    • How to use CUBE Box for communication and feedback between field teams and project managers.

  • Closing the Punch List:
    • How to close punch list tasks and workflows once they are completed, ensuring that all issues are resolved and documented.

Hands-On Preview (Optional if time allows)

  • Create a punch list with construction faults and assign tasks to sample technicians.
  • Track the progress of punch list tasks in CUBE Box and communicate with field teams.
  • Close completed punch list items and ensure the final workflow is documented.

Post-Session Action Items

  • Review your current construction and operational fault management processes.
  • Set up punch lists for upcoming construction projects and assign tasks.
  • Test the punch list tracking process in CUBE Box and ensure it integrates well with field team workflows.
  • Streamline your process for closing punch lists and ensure all issues are fully resolved and documented.

 Note: When scheduling, make sure to include this session code: CB-08.

Schedule Your One-to-One Session
Go Back to Commissioning Full Training