INEIGHT CASE STUDY:
HEIDELBERG MATERIALS
DEFINING EFFICIENT APPROVAL WORKFLOWS
Using the Lots module in InEight Document, the organization set up a separate repository to manage commissioning-related information for each piece of equipment. Shared workflows in the InEight solution enable the efficient sharing of tasks and approval requests. For example, when a mechanical contractor is ready for a motor to undergo Mechanical (Manila) commissioning, they change the status in Lots to “Ready for Tagging” and then upload the alignment drawings to the relevant lot. The electrical contractor can follow the same process to upload the Megger readings to the Electrical (Blue) commissioning Lot.
“The commissioning manager then receives a daily report on equipment that is ready for tagging, and they can check the alignment drawings to confirm that everything is ready,” explains Marjorie Gore. “If the on-site inspector notices an issue with the equipment, he can take a digital photo of it, add it to the punch-list form, and send it to the contractor for resolution.” The punchlists can be tagged with the type of lot so the Mechanical commissioning team can separate theirs from the Electrical Team.
Thanks to the InEight solution, the contractor has all the information they need to fix the issue and mark the equipment “Ready for Tagging” again. Each lot includes a user-defined checklist that must be signed off by three parties: the contractor, the commissioning team, and the equipment supplier.
“The commissioning manager then receives a daily report on equipment that is ready for tagging, and they can check the alignment drawings to confirm that everything is ready.”
-Marjorie Gore, Document Control Manager
ACHIEVING EFFICIENCY THROUGH DIGITIZATION
Now that the mechanical and electrical commissioning stages are complete, Heidelberg Materials is working on the final handover to plant operations. All the commissioning information and documentation is being uploaded to Heidelberg Material’s OnBase system to create a long-term repository of reference information. Employees will be able to search by keywords and quickly zero in on the equipment they need to check.
“In the past, commissioning work was done with printed documents, and we handed over whole filing cabinets to the plant management team,” says Dave Poling. “Nobody ever scanned the documents, so they weren’t easily searchable. Now, by contrast, we’re handing over drawing packages to the plant in a structure that makes it easy to pull up a piece of equipment and see the commissioning documents, together with any photos, testing, alignment and so on, plus details of who signed off the checklist. So, if there is ever an issue, the plant can quickly determine how to resolve it.”