Commissioning
PART IV: Advanced Automation, Visualization, and System Handover
Session 15: Managing Construction Punch Lists
Course Code: CB-08
Goal:Â 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:Â 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.
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