Steps to Conduct a Commissioning & Operational Readiness Assessment Workshop

Steps to Conduct a Commissioning & Operational Readiness Assessment Workshop

To begin the Commissioning & Operational Readiness workshop, click the Prepare link beside the Commissioning assessment from the Carve Project Dashboard. This will open the Commissioning assessment.
Prepare Assessment Link

Assessment View

Within the Commissioning Assessment, select the Assessment tab. The Assessment summary view includes:
  1. The ability to filter to show:
    1. All factors
    2. Categories with unanswered factors
    3. Categories with  unanswered factors or factors answered No.
  2. A gauge that tracks the readiness score (overall readiness or transition readiness, dependent on what was selected during the setup of the Session Details.) This will update as the team progresses through the assessment.
  3. A summary of the categories in a grid view outlining
    1. The category
    2. Factors answered within the category
    3. Target score for the category
    4. Previous score (if there is more than one assessment for this project)
    5. Current score
    6. Status (colour representation of the score based on target score settings)
Commissioning Assessment Dashboard

Category View

From here, select one of the categories. If this is the first Commissioning assessment being completed for a project and the project is in the Detailed Design phase, only Category 1. Detailed Design needs to be completed. If this is the first Commissioning assessment being completed for a project but the selected phase is after Detailed Design, it is best practice to complete all of the categories up to and including the current phase. For example, if the first Commissioning assessment is being completed in pre-commissioning, complete Category 1. Detailed Design, Category 2. Construction, and Category 3. Pre-Commissioning to confirm that you are not carrying risk from prior project phases.  If a Commissioning assessment has already been completed for this project, please refer to completing subsequent Commissioning assessments.

Clicking on the name of the Category will open the Category dashboard. The Category dashboard view includes:
  1. The ability to filter the factors based on 
    1. All factors
    2. Unanswered
    3. No or Unanswered
    4. Not applicable
  2. Category score with corresponding colour indicator
  3. Ability to create an action item
  4. A grid view of
    1. The factor
    2. The factor type
      1. Hot Spots are marked with a star. These are factors that are particularly important for Commissioning & Operational Readiness, as defined by CII research.
      2. Ongoing Factors are marked with a circular arrow. These are factors that should be reviewed each time a Commissioning assessment is completed in the same Commissioning phase.
    3. The factor score (Yes, No, N/A)
    4. Comments
    5. Action items – a clickable link to view corresponding action items
Commissioning Category View

Facilitation View

Select a factor from the factor list on the Category dashboard. It is recommended to start with the first listed factor. This will open the facilitation view which will kick-start your discussion with the project team to assess the readiness of each factor. For factors that require more details or clarifications for consistent assessment, company-specific factor descriptions may be added.

Commissioning Facilitation View

For each Commissioning & Operational Readiness factor, the facilitator/co-facilitator will use Carve to:
  1. Capture comments during each factor discussion.
  2. Record action items. These can be associated with an individual factor, or to the project as a whole.
  3. Score each factor as Yes, No, or Not Applicable.
After each factor has been discussed and scored within the appropriate Commissioning category, click Done to return to the Assessment summary view. Once all required categories have been completed, the facilitator can review the following sections with the project team:
  1. Transition Readiness Score for the next Commissioning phase. This can be reviewed from the Assessments tab or the Summary tab.
  2. Transition Readiness Chart
  3. Missing Factors
  4. Action Items. As needed, you can add, edit, delete, reorder, and export action items.

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