Quality Tracker Report Accessing the Quality Tracker Report: CMiC Field > Reports > Site Reports > Quality Tracker Report Basic Directions: Take the Water+Min5 scope list that your team and your Division Quality Manager have decided on and enter a Pre-Installation Meeting internal submittal (for SB use only) for each item (Best Practices are to use a package for these, and/or note PIM in the names), while noting it to be a Quality type, a Yes for Definable Feature of Work (bottom left) and noting the quality submittal type appropriately (bottom right). As the PIMs are completed, upload the notes and change status to “Closed”. Using Autodesk’s 360 Field for Deficiency Tracking, First Work Inspections, Material Verifications, and Progress Photos will automatically pull to CMiC the counts. Performing and documenting these tasks this way will get your project a score of 71%. The remaining score comes with entry of your Quality in P6 and identification of who the QC Representative is for your project. Further Detail for the Quality Tracker: Here are the detailed directions for each item’s tracking: 1. Water+Min5: Is a Y in the scorecard and counts the number of your internal Pre-Installation Mtg submittals having the W+M5 box marked Yes. Submittals should be status of “Anticipated” to begin counting (also counts once Closed). These are to be set up from your team’s agreed list at the beginning of the project and entered along with your specification derived submittal log. 2. Deficiencies Total/Open: Is a Y and counts them when either entered in 360 Field or CMiC. 3. Pre-Installation Meeting: Is a Y from your CMiC internal submittal, after the minutes have been uploaded into the anticipated submittal and the status is “Closed”. 4. First Work Inspection: a. To catch up: this is a Y from your CMiC internal submittal, marked type as Quality AND Quality Submittal Type marked FWI after the checklist has been uploaded and the submittal status is changed to “Closed”. b. Moving Forward, these are automatically counted from the FWI checklists entered in 360 Field. The first item direction on the checklist is to place an “FWI” in the header tag. At this time only, the CMiC submittal will no longer be required. 5. Material Verification: a. To catch up: this is a Y from your CMiC internal submittal, marked type as Quality AND Quality Submittal Type marked Material Verification after the checklist has been uploaded and the submittal status is changed to “Closed”. b. Moving Forward, these are automatically counted from the MV checklists entered in 360 Field (there is “MV” in the header tag of the MV template). At this time only, the CMiC submittal will no longer be required. 6. Scheduling Quality Tasks in P6: Once the quality tasks for your W+M5 list have been entered into P6 as explained in the “Quality in P6 Scheduling” directions, and you have sent the first filtered forecast to your Division Quality Manager, this can be checked Yes within your project’s CMiC General data. 7. Project Quality Representative: This is pulled from the CMiC Project Contact Directory when someone has been given the PM Role of PQR. This is NOT your Divisional Quality Manager. This is a project team member that has been chosen to be the Gatekeeper of the majority of your Quality Documentation and/or the Gatekeeper of your 360 Field. This person is NOT the only person on the project who “does Quality” nor the only person who uses 360 Field, they are the wrangler of the other roles for the quality tasks.

Kick Start Your Quality Management Program – How To Put Together a Basic QA/QC Program  Visit the Project Workflow of Quality Activities page on SwinNet for more the most up to date information. Every Swinerton Quality Management Program starts with the same basic elements  A. Design Phase – Decide what scopes or assemblies of work your team will manage (i.e. Definable Features of Work)  i. Pick the key, riskiest elements of your project 1.Building Exterior – Curtain Wall, Plaster Systems, Precast, Masonry, etc. 2.Building Fenestration – Doors, Windows, Louvers, etc.  3.Roofing and Waterproofing at any location  4.Plumbing and Wet Mechanical Systems  5.Soils, Underground Work, or Compaction  6.Flooring – Floor Preparations, Moisture Issues, and Flooring Installation  7.High Level Finishes in any area  8.Items of particular concern for your client  ii.Do not duplicate items covered by other inspection protocol (OSHPD, Federal, Specifications)  iii.Do not over-do it, keep the number of items to a reasonable number based on your project  B. .Preparatory Phase - Pre-installation Meetings  i.Gather the key parties  ii.Review the key elements of the work  iii.Record the established standards in meeting minutes  C. Production Phase – First Work Inspections  i.Takes place when first portion of work is in place  ii.Gather the key parties  iii.Review the standards established in the Pre-installation Meeting  iv.Confirm the work in place conforms to the standards  v.Establish follow-up for any non-conforming work  vi.Record the process and commitments in meeting minutes  D. Follow-up Phase – Follow –up Inspections and Deficiency Tracking  i.Formal QC Follow-up Meeting  1.Perform as needed  a.If significant deficiencies were noted in the First Work Inspection  b.If ongoing deficiencies are noted as work progresses  c.If conditions change (e.g. New Crew, New Foreman, after temporary stoppage of work)  2.Follow the First Work Inspection Protocol  ii.Ongoing Quality Inspections  1.Take place on a continuous basis  2.Note Quality Deficiencies  3.Track Deficiencies through resolution    2.What Key Performance Indicators (KPIs) we track  a.Pre-Installation Meetings  i.Planned  ii.Completed  b.First Work Inspections  i.Planned  ii.Completed  c.Quality Deficiencies  i.Noted  ii.In Progress  iii.Resolved  d.Third Party Envelop Review  3.How We can track Key Performance Indicators (KPIs)  a.Pre-Installation Meetings  i.Plan, schedule, and track through CMiC Submittal Module  ii.Record actions through CMiC Meeting Minutes (or checklists on small, simple projects), attached to Submittal  b.First Work Inspections and Formal Follow-up Inspections  i.Plan, schedule, and track through CMiC Submittal Module  ii.Record actions through CMiC Meeting Minutes (or checklists on small, simple projects), attached to Submittal  c.Quality Deficiencies  i.Record and Track through one of two methods  1.CMiC Issues Module  2.BIM360Field Issues Module  d.Quality KPI’s tracked through any method must be entered on a monthly basis in the Project Status Report submitted by the Project Team

Quality in CMiC in 2 Parts Part 1 Submittals – Import your selected Definable Features of Work items with all of your other submittals for your project.  This module tracks Pre-Installation Meetings and First Work Inspection tasks. The submittal import template is loaded with a standard set of Quality Definable Features of Work (Assemblies). You can add or remove items as needed to complete your quality list. Use the Activity Start Date Field to establish timing of when this work will start and when you need to have the tasks completed. Use the Quality Submittal Log to view all quality submittals and related information. Part 2 Issues (Quality Deficiencies) - Use the Issues module to track quality deficiencies on your project.  This module is now collaborative, so you can send the subs the issue for resolution. 1. Subject:  Short Description, i.e. Near Miss – Crane 2. Type:  Type of Issue. 3. Status:  Status of Issue.  Change to Closed when completed. 4. Severity:  If something bad happened, how severe would it be… i.e. tripping hazard (low) 5. To:  The subcontract/business partner this issue is related to 6. Responsibility:  The Subcontractor who was associated.  There has to be a contact in the system to select a sub… we are not worried about the contact, but the Company is what is important. 7. Description:  Long description of the issue at hand.  This field hold over 1500 characters 8. Resolution & Resolution Date:  If the issue is resolved, enter the description of such and the date it was resolved. 9. Save or Submit

Add a Quality Issue - ONLY IF AUTODESK FIELD MANAGEMENT IS NOT BEING USED OVERVIEW The issues module is used to track Quality Issues only if Autodesk Field Management can't be used on a project.  Company standard is for ALL projects to utilized Autodesk Field Management to for quality control tracking. Issue is for INTERNAL use only. If corrective action is required by a subcontractor, use the Communications module. STEP 1: Click the Communication Management button. STEP 2: Click the Issues link. STEP 3: Click the Add Issue button. STEP 4: Click the To button. STEP 5: Click the Contact link.  Remember, Issues are Internal only so you will want to choose someone from the project list. Suggestion would be to either choose yourself or your Safety Manager. STEP 6: Choose who is the Responsibility party. This can be any of the project contacts. STEP 7: Click the Due Date Calendar button. STEP 8: Click the CC Up Arrow. STEP 9: Enter the desired information into the Subject field. Enter a valid value e.g. "Safety Inspection Job Site Visit". STEP 10: Choose the Type STEP 11: Choose the Severity. STEP 12: Choose the Status. STEP 13: Enter a Description. Enter the desired information, a valid value e.g. "Corporate Safety Officer visit site today. Several issues need to be corrected." STEP 14: Enter the desired information into the Internal Description field. Enter a valid value e.g. "See attached checklist." STEP 15: Enter the desired information into the Suggestion field. Enter a valid value e.g. "Follow suggestion of Safety Officer." STEP 16: Click the Save button. STEP 17: Click the Attachments link. STEP 18: Click the Upload Multiple button. STEP 19: Click the Choose Files button. Pull in the document you need STEP 20: Click the box next to the file you want to add. STEP 21: Click the Upload button. STEP 22: Click Proceed STEP 23: Click the Submit button.