Summary
In short
- An installation progress record is a record used in KnowMaintain that records progress, quality and safety during an installation, including permits and contractor performance. It is built against ISO 55001 cl.8.1 and forms part of the Capital Projects and Commissioning programme.
- Completed daily during installation. Kept by the project engineer.
- The template holds 54 fields across 6 sections.
- Scoring is milestones met, where high is good.
- ISO 55001 is asset management systems. The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates.
- It connects to the rest of the library: links Contractor records, Permits.
What it is
What it is
What is an installation progress record?
An installation progress record is a record used in KnowMaintain that records progress, quality and safety during an installation, including permits and contractor performance. It is built against ISO 55001 cl.8.1 and forms part of the Capital Projects and Commissioning programme.
When is an installation progress record completed?
An installation progress record is completed at the moment the event happens, rather than reconstructed afterwards. Completed daily during installation.
When to use it
When to use it, and when not to
This record is one step in a larger programme. Using it for work that belongs to a neighbouring template produces records that are hard to report on later.
Use it for
- The event or activity this record covers has occurred, or is about to
- The workspace is being set up, or the register needs an entry added or retired
- You are running the Capital Projects and Commissioning programme and this is one of its steps
- A linked record needs this one to exist: links contractor records, permits
Not for
- Capital Project Safety Review, which reviews a capital project at each stage for safety, hygienic design, access and maintainability before money is committed.
- Equipment Specification Record, which holds the specification a new machine must meet, covering performance, safety, hygiene, energy and maintenance access.
- Project Handover Record, which transfers a completed project to the people who will run and maintain it, with documentation, training and outstanding items listed.
- Anything outside KnowMaintain, which belongs in the workspace that owns that process
Standards
What it is built against
ISO 55001Asset management systems
The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates.
ISOInternational Organization for Standardization
A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
FAQ
Frequently asked questions
What is the installation progress record template based on?+
It is built against ISO 55001 cl.8.1. ISO 55001 is asset management systems. The international standard for getting value from physical assets across their whole life. Underpins the maintenance templates. ISO is international Organization for Standardization. A voluntary international standard. Widely adopted, often required by customers, and certifiable where a management system standard.
What sections does the installation progress record contain?+
There are 6 sections: header, progress, safety, quality of installation, related records, result. Together they hold 54 fields, 35 of which are required.
How many installation progress record records should we have?+
This is a singleton. One record per workspace, set up once and maintained, rather than one per event. Other templates refer back to it.
Which programme does the installation progress record belong to?+
It is part of Capital Projects and Commissioning. Equipment arriving with its procedures, training and spares rather than after them.
How is an installation progress record scored?+
Scoring is milestones met. High is good. Scores exist to make the form tell you something, not to produce a percentage for its own sake.
Can the installation progress record template be changed?+
Yes. Every field, option, score and conditional rule is editable, and the links to other templates come with it. Most teams install it as it is, run it for a cycle, then adjust.
The agents
What the agents do with it
The form is the easy part. Keeping it current, routing it to the right owner and holding the evidence together is the work that actually slips.
Holds the installation progress record library against your registers, routes each record to its owner, and keeps the evidence trail together.
Coordinates the crew, rolls completion and exceptions into one view, and holds every write for your approval before it touches a record.
This template lives in KnowMaintain — asset maintenance. Work orders, planned maintenance, calibration, reliability and shutdowns.
Meet KnowMaintain→Sources
Sources
- ISO 55001 — Asset management systems
- ISO — International Organization for Standardization