Setting Up Commissioning Steps

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Project Managers can define the steps required to commission a project. Once defined, the Project Manager can edit the steps.

To add a commissioning step:

1.From the Project Details page, click the Cx Steps tab. The CX Steps page opens.
2.To add a commissioning step, click the Add New Step button. The Cx Steps Settings dialog-box opens.
3.Enter the label for the step in the Name data field.
4.If a form is not needed to complete the step, select No Form Required. When no form is required for a step, users can simply  finish the step by marking it complete. On the the mobile app, on the CX Steps tab of an Item, mark the step complete by tapping the Not Finished control to change it to Finished.
Note: When no form is required, you may skip the step to associate the commissioning step to an Item Master.
5.Click the Color data field, select the color for the step, and click the Select button to assign a color code to the step.
6.From the Order drop-down list, select the number for the step.
7.Click the Save button. The new step is added.

To edit or delete a commissioning step:

1.From the Project Details page, click the Cx Steps tab. The CX Steps page opens.
2To edit a step, click on the Step Color in the row for the step you want to edit. The Cx Steps Settings dialog-box opens.
3.Edit the Name or Color as appropriate and click the Save button. The Order cannot be edited.
4.To delete a step, click the Delete button in the row for the step you want to delete and click the OK button in the confirmation dialog that opens. The step is removed and the steps are re-ordered.

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