Creating Issues from Non-Conforming Items

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DEEPAK MAINI: How cool would it be that every time we

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ran a checklist, all the items always passed.

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But as much as it sounds really good,

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it's wishful thinking because no matter what kind of project

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we are working on, there will always

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be some non-conforming items when

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we are running our checklists.

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So the next question is, what if there is a non-conforming item?

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What do we do with it?

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This is where BIM 360 Build is absolutely amazing.

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It lets you create issues automatically

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from non-conforming items when you're running a checklist.

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Welcome to this course where we are going

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to talk about this in detail.

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The non-conforming items could be an incorrect padding

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when it comes to the installation of equipment.

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Or it could be leakage in an existing equipment.

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So let's now jump onto the BIM 360 mobile app

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and take a look at how we can create issues

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from these non-conforming checklist items.

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All right, so I'm on site, and I'm

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going to tap on this checklist number 11, which is at the top,

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to run this checklist.

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Section one's got nine questions so let's go through this.

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The first one is verifying the pipes and fittings.

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I say a pass.

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The next one, exterior lines are installed to depth required.

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Yep, pass.

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Verify rough ends and fixtures.

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Yep, all good.

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Air chambers, all good.

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Sound and vibration isolaters, yep, fine.

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Dielectric fittings, yep.

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That's good too.

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[? Alloys, ?] that's good.

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The last one where it says verify insulation

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is of required size, weight, thickness, and type.

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Now, there is a problem about this.

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So what I'm going to do in this case is I'm going to say,

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no, it's a non-conforming item.

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I'm going to tap on the minus button.

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As soon as I do that, notice that it automatically creates

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an issue and makes it as an open issue.

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If I tap on this now, I can add more description about this.

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I can also tap on add photo, and I can take a photograph.

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If I've already taken a photograph, I can tap on it

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and say done.

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And I can attach it to the issue.

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The type is automatically set to observation quality issue.

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I'm going to say assign to, and I'll assign it to the manager.

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Due date is next week.

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The location it automatically picks the location as tower one

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basement because that's where I'm running the checklist.

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How cool is that?

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Similarly, I can also define other information, especially

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the root cause one.

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So I'm going to go root cause.

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And this is an installation issue.

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If I want, I can add some response here as well.

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But in this case, I'm going to leave it as is.

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Now, I can tap anywhere outside.

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And the issue's already created.

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And the person who this issue was assigned to automatically

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gets a notification straight away.

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I don't need to do anything.

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I'm going to tap on done.

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And then just like we did in the previous course,

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we can add the details here and then sign the checklist.

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And then I'll type on checklist completed.

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Similarly, I'll tap on checklist number 9

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that I'm supposed to run in tower two.

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And again, cooling tower start and runs, pass.

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Pass.

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Now, 1.7 has a problem.

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That's where I'm going to go and say fail.

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Now, in this checklist, notice that although I tapped on fail,

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the issue is not automatically created.

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That's because not all checklists

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have the option of automatic issue creation

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on failing item is turned on.

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But in this case, I can manually tap on issue here.

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And now, I can add the description.

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Excess vibration.

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In this case, I'm going to assign it to this user here.

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Again, location it automatically picks up.

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And that's because that's where I'm running the checklist.

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I can add some location details.

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Place issue on document is set to unspecified.

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That's because at this stage, I haven't opened any model

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to place the issue pin.

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I'm going to leave it as is for the time being.

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Due date, I'll go and pick a due date.

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Owner is set to me, and root cause.

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We definitely need a root cause.

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In this case, I'm going to go and say

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it's an incomplete work.

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Again, I can tap on the camera, and I can go and pick

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the photograph.

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I'll tap create, and that's when it goes and creates

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a new issue.

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Now, for the rest of the items, I'm

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going to go and say pass, pass, and pass.

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Tap on done.

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Finish adding the signatures and the details.

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And then checklist completed.

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So what we have done is, we ran two types of checklists

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on site.

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In the first type, a non-conforming item

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automatically creates an issue.

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We could then tap on the issue and add more description.

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In the second type, the non-conforming item

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did not create automatic issue, but we

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were able to manually tap on the issue option

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and create it manually.

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In both cases, the issues are created,

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and the people who were assigned those issues

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automatically get notification.

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And from there on, they can start actioning those issues,

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just like we discussed in the previous course.

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So that's the end of this objective

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and also the end of this course.

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I hope you enjoyed it.

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I definitely enjoyed creating this course.

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I would strongly recommend you guys

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trying these steps yourself as well because it's so much fun

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working with checklist and also with RFIs.

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I wish you all the best.

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Take care and stay safe.

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Cheers.