Interactive Learning Center

Completions Management Guide Center

Your comprehensive resource for mastering completions management processes, document analysis, and the Doc-u-menT system.

Product showcase

Build faster from field to handover

Features

Project data, execution, field, and compliance — filtered to what the product actually ships.

Core platform📌

Tag Scraping

Extract and structure project tags from engineering drawings — then detect the tagging standard so scope of work can be assigned before anything hits the database.

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Core foundation🧭

Import Engine

The project-definition import that blends spreadsheet tags, test procedures, and procedure steps into execution-ready data — alongside drawing scrape, not instead of it.

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Quality gate🏷️

Required Attributes

Equipment must carry the right data before you raise work — inherited keys, a completeness view, and an optional raise gate. Guidance by default, not a silent block.

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On-site📱

Doc-u-menT (field app)

A mobile-first field companion to capture evidence, run checklists, and stay on the same project as desktop — including when the site has no useful signal.

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Field-ready🔄

Offline & Sync Mode

Work against the local project when the site or trailer has no internet — then sync without rebuilding the job.

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Project data

Tag philosophy⚙️

Automated Tagging & Scoping

Apply a tagging philosophy to scraped and imported tags: equipment types, descriptions, and which tagging procedure the tag follows.

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Data model🔗

2-Way Drawing & Database Link

Instant navigation between engineering drawings and the completions database — overlays on the drawings, records in the register, and a revision compare when the drawings change.

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Tag graph🕸️

Tag Space Visualisation

See the tag space as scatter clusters, then as a force graph — hierarchy structure, not a skyline chart.

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Structured export📤

Data Hub

Pick entities and export a structured file — the current path out of the completions model. Not a public API.

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ITR scoping🎯

Procedure Detection & Scoping

See which ITRs and certifications apply to which tags — imported procedures, naming-based classification, and a matrix against tag space.

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Execution

Manager suite📈

Completions Dashboards

The completions-manager suite: Overview, Gateway, Lookahead, and Progression — plus tags completeness and trend. Not only the certification matrix.

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Cert autogen🔁

Activity Progression

Rule-driven raise of DAC, MC, PC, and HC from ITR completion — gateway status that stays aligned with the work that actually exists.

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Personal queue🗂️

My Work Items

Your personal queue of activities and tasks: what is assigned to you, what is overdue, and what is due next.

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Project pulse📅

Notable Events

Track key milestones and site impacts on the project timeline, then see them on dashboards and overlapping activities.

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ITR templates🧩

Template Builder

Design reusable ITR-style templates with structure, procedure steps, witness blocks, and print-ready sign-off.

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Compliance

Safe by default🔒

Security First

Project-scoped access, passwordless sign-in with optional passkeys, and the same activity policies on desktop, field, and API.

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Gateway view✅

Certification Matrix

Gateway close-up: procedures, equipment, disciplines, and certification needs in one linked view — DAC, MC, PC, and HC.

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Solutions

Industry names on one activity model. Punchlists, preservation, queries, NCRs, and the rest are work types — not sidecar systems.

Live dates📊

Project Planning

Plan from live completions data — every tagged item, not a summary bar. Handover dates and progress sit on the same model the field is executing.

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Snagging✔️

Punchlist Management

Punch as an activity type on the live completions workflow — not a separate punch register.

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Incoming packs📦

Supplier & Vendor Data

Vendor drawings, tag lists, and ITR packs land in one completions model — linked to equipment, chased as work, exported cleanly.

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Site work

Tagged upkeep🛠️

Preservation & Maintenance

Preservation as activities on tagged equipment — the same work model as punchlists, not a sidecar CMMS.

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WOs📋

Work Orders

Work orders as activities against tags, systems, or locations — raise, evidence, and close in one queue.

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Field direction📣

Site Instructions

Site instructions issued and closed as activities, visible to field and desktop on the same project.

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Quality

TQs❓

Technical Queries

Technical queries as activities with tag and document links — not a side mailbox.

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Non-conformance⚠️

NCRs

Non-conformance reports as activities in the completions workflow, linked to tags and evidence.

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Documents

Control📂

Document Control

Documents linked to tags, systems, and subsystems — document tracking is the work type inside this pack.

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Transmittals📎

Document Tracking

Track receipts and outstanding documents as activities inside document control — not a second DMS.

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Need Quick Help?

Use the search bar above to quickly find specific information, or start with the foundationalguides if you're new to completions management.