Commissioning & Operational Readiness Templates

Commissioning & Operational Readiness Templates

Edit Category Name and Description (Commissioning)

Category names and descriptions may be edited by an Admin user. To edit a category name and/or description:
  1. From the Admin tab, select Templates.
  2. Select the Commissioning & Operational Readiness template.
  3. Click on the word Assessment.
  4. Click the down arrow on the category to be edited.
  5. Select Edit.
      6. Enter the Custom Name and/or Custom Description.
      7. Click Save.

Reset Category Name/Description to Default

  1. Click the down arrow on the category to be reset.
  2. Select Edit.
  3. Click Reset.

Edit Factor Descriptions (Commissioning)

Factor names and descriptions may be edited by an Admin user. To edit factor name and description use the following steps:
  1. From the Admin tab, select Templates.
  2. Select the Commissioning & Operational Readiness template.
  3. Click on the word Assessment.
  4. Click the name of the category containing the factor to be edited.
  5. Click the down arrow on the factor to be edited.
  6. Select Edit.
Edit Factor Names and Descriptions (Commissioning)Edit Factor Names and Descriptions (Commissioning)
   
      7. Enter the Custom Name and/or Custom Description.
      8. Click Save.

Reset Factor Name/Description to Default

  1. Click the down arrow on the factor to be reset.
  2. Select Edit.
  3. Click Reset.

Create Custom Factors (Commissioning)

Up to 10 custom factors can be created within each Commissioning category. For scoring, custom factors are weighted the same as regular factors (Hot Spot factors are weighted as 2 points, all other factors are weighted as 1 point). These additional factors also provide an opportunity to capture comments and action items.

To add custom factors:
  1. From the Admin tab, select Templates.
  2. Select the Commissioning & Operational Readiness template.
  3. Click on the word Assessment.
  4. Select the Category that you would like to add custom factors to.
  5. Scroll down to view the custom factors for that category.
  6. Click on the down arrow beside the first excluded custom factor.
  7. Select Include.
  8. Click on the down arrow for the same custom factor.
  9. Select Edit.
  10. Enter a Custom Name and Custom Description.
  11. Click Save.

Custom Factors will only appear in assessment created after the factor is enabled. Existing assessments and projects will not be affected. 

Exclude Categories/Factors at Template Level (Commissioning)

Excluding categories or factors at the Manage Templates Level will be reflected on all new assessments in new projects created after the exclusion. Existing projects and their assessments are not affected by the template exclusion. This ability is only available to organizations that have the “Exclude” feature enabled by Valency.

To exclude a component of a template, click on the down-arrow button on the right of the category/factor then select Exclude. A black Exclude symbol will appear on the component that is excluded, and a grey Exclude symbol will appear on any upper-level components above it.

Exclude a Factor (Commissioning)Exclude a Factor (Commissioning)

Auto Re-numbering Feature

To simplify the Commissioning facilitation process, when a category or factor is excluded from the template, the remaining categories and factors are automatically renumbered. Project stakeholders will not be distracted by excluded content. This has been reflected in the: 
  1. Commissioning & Operational Readiness template report (facilitation package)
  2. Conducting of assessments
  3. Summary report 
In the example below, the the Pre-Commissioning category has been excluded, resulting in a re-numbering of subsequent categories. Similarly, the second factor under Category 4. Startup has been excluded, resulting in a re-numbering of the remaining factors in this category.

Automatic Re-Numbering of Categories and Factors (CSU)Automatic Re-Numbering of Categories and Factors (CSU)

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