User Guide

Commissioning Assistant
29-4
29.4. Completing the Commissioning Assistant
After opening the commissioning assistant, complete the remaining screens as described in
the following sections.
29.4.1. Commissioning Agent Screen
Figure 139. Commissioning Agent (Comm Asst)
Click the Commissioning Agent button. Complete the following fields: Technician Name,
Company Name, Reference/PO No./Ticket No., Site ID, Equipment Tag, Address,
Phone Number, and Email Address. Note that fields for which information is mandatory are
marked with an ( * ) asterisk.
To save the technician name, company name, address, telephone number, and email address
for future commissioning reports, click Save Agent. To place previously saved agent data into
these fields, click Load Agent. You may save only one set of agent data.
To add a note to the report, click the Notes button, type the text into the Agent Notes dialog
box, then close the box. The text will appear in the Agent Notes section in the report. The
Notes button on the other screens accesses this same Agent Notes dialog box.