[ TEMPLATE LIBRARY ]
Free templates for completions, testing and handover.
30 templates in Excel, Word and PDF, from the team behind the completions platform the largest offshore projects have run on since 2014. Free to download.
Completions and handover
Punch, records, certificates and the dossier.
Excel · PDFPunch list templatePunch items with categories A, B and C, owners and dates, plus a one-page punch form.
Excel · PDFHandover dossier index and checklist32 document types in eight sections with status, and a checklist for handover day.
Excel · PDFCompletion certificatesMechanical completion, ready for commissioning, ready for start-up and handover.
PDF · ExcelInspection and test record (ITR)A blank ITR for one check on one tag, with the guide to A, B and C ITRs.
Excel · PDFCommissioning checklistOne subsystem from mechanical completion to handover, 31 checks with live counts.
Inspection and quality
Plans, non-conformances, welds, materials and factory tests.
Excel · PDFWeld log (with weld map guide)One line per weld: welder, WPS, visual, NDT and repairs, with how to number welds.
Excel · PDFInspection and test plan (ITP)Hold, witness, review and surveillance points, with a worked piping example.
Excel · PDFNon-conformance report (NCR)Description, containment, root cause, disposition and close-out, plus an NCR register.
Excel · PDFWelding inspection reportChecks before, during and after welding, and a visual inspection sheet per weld.
Excel · PDFMaterial receiving inspectionItems against the PO, certificates and heat numbers, marking, condition, result.
Excel · PDFFAT checklist28 factory acceptance checks with live counts and a FAT punch list. Works for SAT too.
Installation checklists
Walk the work before it is tested.
Excel · PDFPiping inspection checklistMaterials, supports, flanged joints, valves and vents, before the test pack.
Excel · PDFElectrical inspection checklistCables, glands, terminations, Ex equipment, earthing and switchboards.
Excel · PDFSteel structure inspection checklistMaterials, fabrication, erection tolerances, bolting, coating and access.
Testing
Pressure, insulation, calibration, loops and equipment tests.
Excel · PDFHydrostatic test report and certificatePre-test checks, pressure record, result and reinstatement, signed by three parties.
Excel · PDFMegger (insulation resistance) test reportReadings per cable with automatic pass or fail, and a polarisation index sheet.
Excel · PDFInstrument calibration certificateFive points rising and falling, as found and as left, errors worked out for you.
Excel · PDFTransformer test reportVisual checks, IR and PI, turns ratio per tap and winding resistance, calculated.
Excel · PDFMotor test reportIR, PI and winding resistance, plus a solo run record of current, vibration and temperature.
Excel · PDFValve test certificateShell, backseat and closure tests to API 598, with a site test register.
Excel · PDFEarthing test reportFall of potential at 52, 62 and 72 %, plus continuity and bonding.
PDF · ExcelLoop check sheetLoop check record for 4 to 20 mA loops, with the procedure and a calculator.
Commissioning
Getting systems from built to running.
Excel · PDFCause and effect matrixCauses, effects, setpoints and voting, with a worked separator example.
Word · PDFMethod statement (RAMS)A method statement with guidance in every section, ready to fill in.
Excel · PDFPre-commissioning checklist29 checks by discipline, from mechanical completion to ready for commissioning.
Excel · PDFCommissioning reportScope, prerequisites, tests against expected results, deviations and conclusion.
Excel · PDFPSSR checklistPre-startup safety review checks with a findings log, before and after start-up.
Registers and progress
The lists a project runs on, and how far along it is.
Excel · PDFEquipment listTag, type, system, subsystem, P&ID, vendor, datasheet and status for every item.
Excel · PDFCable scheduleFrom, to, type, size, glands and route, with pulled, terminated and tested counts.
ExcelS-curvePlanned vs actual progress with the chart built in, and an earned progress sheet.
One spreadsheet per subsystem stops working at scale.
On a project with thousands of tags, the same records live in Deskely: ITRs, punch, test packs and certificates held against each tag, checked as they are signed, with every subsystem's status live.