Data center closeout
Commissioning produces a plan, test records, an issues log and a final report, and all of them have to be collected, closed out and handed over together. This page covers that paper trail: where each document goes, who closes each issue and what the owner receives. It does not run the tests.
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The functional test sheets come from the commissioning agent, the test and balance report from a subcontractor and the issues log from a spreadsheet. By the time the owner asks for the set, someone has to chase four sources.
Deficiencies found during testing sit in a list with no owner and no date. The final report is issued while items are still open, and nobody can show who agreed to close them.
The owner’s operations team receives a folder and has to work out what is missing. Without a list of what was due, an absent report only shows up months later.
A commissioning package usually holds five things: the plan that says how systems will be tested, the functional test records, a log of the issues found, a final report and the test and balance report. The facility template mirrors that with five items in the Commissioning folder: Commissioning plan, Functional tests, Issues log, Final commissioning report and Test and balance report. The folder is where the files live; the closeout checklist is where you see whether they have arrived. The two are linked by the upload shortcut on each checklist item.
Operations
An issue has an owner, a due date, a company and a priority, and it moves from Open through In progress to Resolved. The owner is told in Fidrel when they are named. In the issues list the Mine view shows what is yours, Overdue shows what has passed its date and Closed shows what is done. Keep the issues log your commissioning agent maintains in the Commissioning folder as the formal document, and track each item to a person in the issues list so that nothing waits without a name.
Step 1
Open Closeout in facility management and choose Create from template. The list includes lines for the final commissioning report and the test and balance report, each with a responsible party, a due date and notes.
Step 2
The facility template has a Commissioning folder with the commissioning plan, functional tests, issues log, final commissioning report and test and balance report. Each checklist item points to a folder and offers an upload shortcut.
Step 3
Raise each finding as a New issue with a title, a discipline, a company, a priority, a location, a due date and an owner. The owner is told in Fidrel, and the Mine, Open and Overdue views show what is still unresolved.
Step 4
Set each line to Missing, Submitted, Approved or N/A; approving records who and when. When the lines are approved, the Export center downloads the folders as one ZIP file with a CSV list for the owner.
The closeout page counts items as approved, submitted and missing, so the owner sees at a glance how much of the set has arrived. Administrators and members with the right to manage the area change the checklist. The Export center puts the documents of a folder into one ZIP file with a CSV list of the files, which is what many owners ask for at turnover.
Fidrel is not a commissioning tool: it has no test scripts, no sequence of tests and no place to record measured values, only the documents and the issues you attach. The closeout checklist has lines for the final commissioning report and the test and balance report, while the plan, the functional tests and the issues log are kept as files in the Commissioning folder without a checklist line of their own. Approving a line records who approved it and when; it is not a signature, and Fidrel checks the content of no commissioning record against any guideline or facility rating.
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Talk to usTypically a commissioning plan, functional test records, an issues log, a final commissioning report and a test and balance report. The Fidrel facility template has a folder for each of them.
No. It has no test scripts, no sequence of tests and no fields for measured values. It collects the documents the tests produce and tracks the issues they find.
Raise each finding as an issue with an owner and a due date. The owner is notified in Fidrel, and the Mine, Open and Overdue views show which ones are still unresolved.
The closeout checklist has a line for it with a responsible party and a due date, and its status moves from Missing to Submitted to Approved, with the approver and the date recorded.
Yes. The Export center downloads the folders as one ZIP file with a CSV list of the files, so the owner receives the full commissioning record in a single download.
No. Fidrel records who approved the line and when. It does not provide an electronic signature, so a signed document is attached as a file if the contract requires one.
