CP templates

Create and manage Commissioning Procedure (CP) templates.

Before you begin

• You need permission to create templates.

1

Open CP templates

1. Open CP templates in the web app.

CP templates list

2

Create a CP template

1. Select Create Template.

2. Fill in the form.

   • Fields marked with * are mandatory.

   • Use a unique CP No.

3. Select system, subsystem, scope, and other metadata.

4. Choose a section type:

   • Pre-Commissioning

   • Commissioning

   • Post-Commissioning

5. Add description, flags, and attachments as needed.

6. Select Next.

Create Template

Template form

3

Add sign-offs and finish

1. Select the role.

2. Set the sequence (approval order).

3. Mark as required if needed.

4. Select + Add.

5. Select Create Template.

Template sign-offs

Next step

Design and publish the layout in Design CP templates.