Course Code: CX-08
Goal: Automate commissioning document generation from control drawings, streamlining the process from engineering to commissioning.

Session Overview

Duration: 1 Hour
Format: Instructor-led (via Microsoft Teams or in-person)
Level: Intermediate (Ideal for project managers, commissioning engineers, and system integrators)

Resources Provided:

• Visio Control Drawings Integration Guide
  
• Automated Sheet Generation Template
  
• Synchronization Best Practices
• Checkout Sheet Setup Instructions

Learning Objectives

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

• Link project systems with Visio control drawings for easy access and updates.
  
• Synchronize engineering updates to ensure commissioning sheets are always current.
  
• Automatically generate live checkout sheets for field teams directly from control drawings.

Session Agenda

CX8.1 Linking Project Systems with Visio Control Drawings

• Introduction to Visio Integration:
  
• Overview of how Visio control drawings are used in system design and commissioning.
  
• How to link project systems in CUBE Box with Visio control drawings for seamless data flow.
  
  
• Benefits of Integration:
  
• The advantages of linking systems with control drawings for real-time updates and better coordination between engineering and commissioning teams.

CX8.2 Synchronizing Updates from Engineering to Commissioning Sheets

• Synchronization Process:
  
• How to ensure that engineering changes are automatically reflected in commissioning sheets.
  
• Setting up synchronization protocols between engineering and commissioning teams to avoid discrepancies.
  
  
• Real-Time Updates:
  
• How to enable real-time updates for commissioning teams based on engineering changes, ensuring accurate field execution.

CX8.3 Generating Live Checkout Sheets for Field Teams

• Creating Checkout Sheets:
  
• How to automatically generate live checkout sheets directly from control drawings.
  
• How to customize checkout sheets based on system configurations and field requirements.
  
  
• Using Checkout Sheets in the Field:
  • How field teams can use live checkout sheets to ensure systems are installed and operational according to specifications.

Hands-On Preview (Optional if time allows)

• Link a sample project system to Visio control drawings and synchronize updates.
  
• Generate a live checkout sheet from a control drawing and review its contents.
• Update a commissioning sheet based on an engineering change and synchronize the update to the field team.

Post-Session Action Items

• Review current systems and explore ways to integrate Visio control drawings with your project systems.
  
• Set up automated sheet generation for commissioning processes using Visio integration.
• Test synchronization workflows to ensure engineering updates are reflected in commissioning sheets in real-time.

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

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