Use case · Machinery and plant engineering

Machinery and plant engineering: commissioning, testing and acceptance by plan

Between assembly and handover lie hundreds of test and adjustment steps – in your own hall, on the construction site and at the customer. CaRD Plan holds these procedures as a template, lets fitters and commissioning engineers report back directly and delivers the protocol at the end.

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Commissioning as a reusable template

Every machine or plant type gets its own procedure: mechanical checks, electrics, controls, function tests, performance proof, operator instruction. Predecessors define what may only start after which step; owners and expected times are on the step.

  • Factory acceptance (FAT) in your own hall, site acceptance (SAT) at the customer
  • Test and measurement sequences with readings as a finding on the step
  • Repetition after a rebuild or rework with the same plan
  • Sub plans for mechanics, electrics, software and suppliers

Report-back from the site

On a phone, “My tasks” shows only your own steps; reporting done is one tap, even where there is no desktop computer. Project management sees in the live board at once what can start, what is blocked and what is running – without a phone call.

The customer watches – if you want

Access grants apply per project or plan, read or write. The customer can follow the progress of the commissioning live or report their own steps back, without seeing any other project.

Handover with a protocol

At the end there are the closing report and the project archive: every step with person, time, finding and attachments, plus lead times per activity. The findings flow into the template – so the next plant of the same type starts with a proven procedure.

My tasks in CaRD Plan: counters and the signed-in person’s items with status and expected time

Frequently asked questions

Does CaRD Plan replace our test or commissioning software?

No. Control, measurement and test software stay as they are. CaRD Plan steers the procedure of the people involved and records who completed which step, when, and with which result.

How do I record readings and deviations?

As a finding directly on the test step, optionally with attachments such as measurement records or photos. Everything appears in the closing report and the project archive.

Can suppliers and customers take part?

Yes. Access grants apply per project or plan, read or write. Suppliers and customers see only their own plans and report their steps back themselves.

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See your own procedure in CaRD Plan

Tell us briefly what it is about – in 30 minutes we show you what the plan looks like.

CaRD Gesellschaft für EDV-Beratung mbH
Gutenbergring 2 · 69168 Wiesloch, Germany
Phone +49 6222 9256-0 · E-mail info@card.de

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