Commissioning Procedures

Commissioning Procedures (CPs) define step-by-step commissioning execution. You design templates, then publish procedures for use and export.

What you typically do here

• Create CP templates.

• Design steps, sections, and sign-off.

• Manage template lifecycle (status, cloning, filters).

• Publish procedures.

• Export CPs for offline review.

Fast workflow

1

Create templates

Create the base template first. Reuse templates where possible.

Open CP templates.

2

Design the procedure

Build steps and sections. Set the sign-off flow your project needs.

Open Design CP templates.

3

Control the lifecycle

Use statuses to manage change. Clone when you need a new revision path.

Open CP template lifecycle (status, cloning, filters).

4

Publish and manage CPs

Published CPs are the controlled output. Use them for execution and review.

Open Commissioning Procedures (published CPs).

5

Export

Export when you need offline distribution. Keep exported copies aligned with revisions.

Open Export CPs.

Topics

Topic

CP templates Create and manage CP templates.

Topic

Design CP templates Build steps, sections, and sign-off flow.

Topic

CP template lifecycle Statuses, cloning, and filters.

Topic

Commissioning Procedures (published CPs) View and manage published procedures.

Topic

Export CPs Export procedures for offline review.