Turnover
On a plant or industrial project, handover happens system by system, and each system’s package of documents and open items has to be complete before it moves from construction to commissioning and the owner. This page shows how to organize a turnover package in Fidrel by system and by trade, and where the package stops being something Fidrel records.
30 days free · No long-term contract.
The coordinator knows which manuals, drawings and test reports are in for the first system and which are late. When that person goes on leave, the knowledge goes too, and the owner’s team finds out what is missing when they try to start the system.
A single closeout list for dozens of systems is unreadable. Nobody can filter it to the three systems that have to turn over this month or to the trade that owes most of the missing items.
A line is ticked as received, and weeks later nobody remembers who accepted it. A package that was approved by someone no longer on the job is a package the owner is entitled to doubt.
The closeout checklist has eight fixed sections, including Record documents, Operation and maintenance, Testing and certificates, Warranties, Final inspections and sign-offs, Owner training and Keys and access. The system goes where you can see it: in the title of the line and in the folder it points to. Responsibility goes by trade, with a person named for each: Fidrel lets you set up the trades yourself, with an owner, a vendor and a folder for each. The assets register has its own System field and a filter for it, so the equipment of one system can be listed on its own.
Operations
Each line has a title, a section, a responsible party, a due date and notes. Its status is Missing, Submitted, Approved or N/A, and an approved line shows who approved it and when. The progress line adds up approved, submitted and missing across the checklist. Administrators and members who have the right to manage the area change the checklist.
Step 1
Turn on facility management for the project and create the facility folders. Add a folder for each system next to the prepared ones, so each system’s documents are kept together under its own name.
Step 2
Copy the current revision of documents from the project into facility management. The documents come over with their versions and history, so the package holds what the project actually issued.
Step 3
On the Closeout tab choose Create from template, then add a New item for each system and document, for example a line titled O&M manual – HVAC. Set the Section, the Responsible party and the Due date.
Step 4
Set each line to Missing, Submitted, Approved or N/A. Approving stamps who and when, and the progress line shows how many lines are approved, submitted and missing.
Step 5
Each item points to a folder, with an Upload to shortcut, so the trade can drop the document where the line expects it and you can check it without searching.
When a package is ready, the Export center downloads folders as one ZIP file with a CSV list of the files, which is what you hand to the owner’s team or keep for your own records. The template for a US project follows building closeout practice, with O&M manuals, record drawings, commissioning and test and balance reports; on an industrial job treat it as a starting list and add the lines your owner’s turnover procedure calls for.
Fidrel has no inspection test records per component, and it does not track welds or non-destructive examination. There are no P&ID or isometric tools: a drawing is a file you upload and view, not a piping model. Fidrel does not issue a mechanical-completion certificate or any other turnover certificate; a closeout line records who approved it and when, and what that approval means is set by your contract. No standard or code is named as met: the checklist is yours to build, and the template follows US building closeout practice, not any plant or industry standard.
Your trial applies to your first own project and starts when that project is created. No card required. Afterwards, choose card or invoice to continue.
The project system of the future connects people, documents and decisions. Discover the thinking behind Fidrel.
Read more
On site, answers need to be close at hand. Fidrel displays DWG drawings in your mobile browser, within the project’s document structure.
Read more
When everyone can see the next step, moving the project forward becomes easier. Fidrel brings activities, dates and reported progress together in a shared Gantt view.
Read moreThe checklist is one list per project with fixed sections. Put the system in the title of each line, for example the system name before the document, and use the folder each line points to to keep the system’s documents together.
Each line has a Responsible party, entered as a company or a person. Trades are set up with an owner, a vendor and a folder, so you can see which trade owes which documents.
No. A closeout line is approved by a person, and Fidrel records who and when. Any certificate your contract requires is produced outside Fidrel.
No. Fidrel does not hold test records per component, weld or non-destructive examination records, or P&ID and isometric tools. Keep those where you keep them now and upload the finished document to the line it belongs to.
No. You copy the current revision of the project’s documents into facility management, with their versions and history, and add whatever the project did not hold.
Anyone with access to the facility area can open it, and the Export center downloads folders as one ZIP with a CSV list of the files if you want to hand it over as a package.
