Article #016 Inspection Checklists for Static and Rotating Equipment on Construction Sites


It is common for construction projects that the contractor’s scope of work will include installing static and rotating equipment as part of the project’s mechanical works. The contractor should undertake the installation of mechanical equipment by the contract requirements, specifications, workshop drawings, and installation manuals as approved by the project’s engineering consultant. The inspection of installation activities of that equipment shall be by the contract requirements for which it is highly recommended to have them itemized in a predefined checklist.

Using a Project Management Information System (PMIS) like PMWeb, the project quality management team can create inspection checklists that are specific for installing static and rotating equipment. Static equipment includes for example Pressure Vessel, Heat Exchanger, Reactor, Column, Storage Tanks, Bins, Silos, Air Cooled Heat Exchanger, Air Cooled Steam Condenser, Condenser, and Evaporator among others while rotating equipment includes Gas Turbines, Steam Turbines, Compressor, Gearboxes, Diesel Engines, Reciprocating Engines, Controls and instrumentation, Ancillaries and Accessories among others.

PMWeb custom form will be used in two separate forms, the first for Static Equipment and the second will be for Rotary Equipment. Each for will include general details of the project and the equipment such as project name, report date, equipment type, equipment reference number, equipment installation location, and manufacturer name among others.

In addition, it will include the checklist items that are specific for either static or rotary equipment. The list will include items that relate to Material Receiving and Control, Pre-Installation, and Installation. A table will be created for each item of those three categories to enable assigning each to a different project team member if needed as well as adding new categories or expanding existing categories with new checklist items.

Since PMWeb is a zero-footprint application, the Static Equipment and Rotary Equipment Inspection Checklists can be accessed using any browser or any mobile device such as an iPad among others. PMWeb is also responsive design enabled so the form will fit automatically on the displayed screen. Using the form on a mobile device also allows the user to take and attach pictures and videos as well as use the “Speech-to-Text” option to fill the text fields of the form.

The attachment tab will be used to capture the delivery note and other particulars of the equipment being inspected. The attachments could also include the equipment installation manual, installation shop drawings, and pictures of the equipment location before and after installation among others.

The workflow will be used to capture the review details of each checklist table as well as the final approval of the equipment checklist. The review steps could be assigned to the project team member or different project team members.

The equipment inspection checklist report will capture the details of all inspections carried out for static and rotary equipment. The tabular section will capture the details of the equipment as well as the actual approval dates for Material Receiving and Control, Pre-Installation, and Installation. Visuals will be used to show the quantity of inspected equipment by category as a donut chart as well as by type as a histogram.

About the Authorfounder

Bassam Samman, PMP, PSP, EVP, GPM is a Senior Project Management Consultant with more than 35-year service record providing project management and controls services to over 100 projects with a total value of over the US $5 Billion. Those projects included Commercial, Residential, Education and Healthcare Buildings and Infrastructure, Entertainment and Shopping Malls, Oil and Gas Plants and Refineries, and Telecommunication and Information Technology projects. He is thoroughly experienced in complete project management including project management control systems, computerized project control software, claims analysis/prevention, risk analysis/management (contingency planning), design, supervision, training, and business development.

Bassam is a frequent speaker on topics relating to Project Management, Strategic Project Management, and Project Management Personal Skills. Over the past 35 years, he has lectured at more than 350 events and courses at different locations in the Middle East, North Africa, Europe, and South America. He has written more than 250 articles on project management and project management information systems that were featured in international and regional magazines and newspapers. He is a co-founder of the Project Management Institute- Arabian Gulf Chapter (PMI-AGC) and has served on its board of directors for more than 6 years. He is a certified Project Management Professional (PMP) from the Project Management Institute (PMI), a certified Planning and Scheduling Professional (PSP), and Earned Value Professional (EVP) from the American Association of Cost Engineers (AACE) and Green Project Management (GPM).

Bassam holds a Masters in Engineering Administration (Construction Management) with Faculty Commendation, George Washington University, Washington, D.C., USA, Bachelor in Civil Engineering – Kuwait University, Kuwait and has attended many executive management programs at Harvard Business School, Boston, USA and London Business School, London, UK.


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