Readiness & Commissioning Tracker

System Templates are the reusable, industry-scoped blueprints the toolkit seeds from. Confirm the Door → Camera pair is published for Aviation.

1. Open the System Templates list view.
2. Confirm Door (Record Type Target = Parent) and Camera (Record Type Target = Equipment, parent = Door) are both Active for Industry Aviation.

The System Toolkit picks published templates (Opti pre-selects the checklist-backed ones) and seeds them onto the project as a parent/child Systems & Equipment hierarchy — a junction-action-manager for systems.

1. Open the project and select the Commissioning tab.
2. In the System Toolkit card, select Door and Camera (Opti highlights the checklist-backed ones).
3. Choose Seed Selected Systems and watch the Commissioning Matrix above gain rows.

P1 already seeds Door 1000 + Camera A so the later steps work immediately; use the Toolkit here to add more systems and watch the matrix react.

The Commissioning Matrix renders one grid per checklist template. After P2 you see two grids: a Commissioning & Witnessing grid for the doors and an IST grid for the cameras. Within a grid, every system built from that template is a row, the template's sections and items are the columns (section headers group the item columns), and each cell shows that item's status — colour-coded Passed / Failed / Deferred / Not Started. Each row ends with a progress count and an overall status badge; summary tiles show tracked / commissioned / in-progress counts across all systems.

1. Confirm you see two grids: the door grid (5 rows) and the camera grid (3 rows), each with its own sections and items.
2. Read down a column to compare how every system is doing on the same check; read across a row for one system's status on every item. Each grid scrolls sideways for wide templates.
3. Note the varied rows P2 seeded: Door 1000 fully Passed, Door 1001 Failed (a red cell), Door 1002 In Progress, Door 1003 Not Started, Door 1004 near-complete with a Deferred cell; Camera A fully Passed, Camera B with a Failed cell, Camera C with a Deferred cell.
4. Use the three summary tiles to gauge overall progress, and select a system name (e.g. Door 1000) to open its record.

Every populated cell carries a status menu, so an authorized user sets the status of any system-and-item intersection in place — the row's progress and overall status roll up instantly, without leaving the project page. This works in both grids and is the live version of the Door Tracker grid.

1. In the door grid, on the Door 1002 row (In Progress), find a Not Started cell under Construction / Delivery Checks (for example Door Card).
2. Select the cell's ▾ arrow and choose Passed. The cell turns green, the row's progress count increases, and the overall status badge refreshes.
3. Do the same in the camera grid — on Camera B, set a Configuration cell to Failed or Deferred and watch the colour and row rollup change.
4. Compare across each grid — every row's colour pattern reflects the statuses you and P2 have set.

Id doorId = [SELECT Id FROM CitiriOS__System_Equipment__c
    WHERE CitiriOS__Display_Name__c = 'Door 1000' AND CitiriOS__Project__r.Name = 'RCT Walkthrough Project' LIMIT 1].Id;
Set<Id> nodeIds = new Set<Id>();
for (CitiriOS__Activity_List_Node__c n : [SELECT Id FROM CitiriOS__Activity_List_Node__c
        WHERE CitiriOS__Activity_List__r.CitiriOS__System_Equipment__c = :doorId]) nodeIds.add(n.Id);
Set<Id> frontier = new Set<Id>(nodeIds);
Integer guard = 0;
while (!frontier.isEmpty() && guard++ < 10) {
    Set<Id> next = new Set<Id>();
    for (CitiriOS__Activity_List_Node__c c : [SELECT Id FROM CitiriOS__Activity_List_Node__c WHERE CitiriOS__Parent_Node__c IN :frontier]) {
        if (nodeIds.add(c.Id)) next.add(c.Id);
    }
    frontier = next;
}
List<CitiriOS__Activity_List_Item__c> items = [SELECT Id FROM CitiriOS__Activity_List_Item__c WHERE CitiriOS__Activity_List_Node__c IN :nodeIds];
for (CitiriOS__Activity_List_Item__c it : items) it.CitiriOS__Status__c = 'Not Started';
update items;
System.debug('Reset ' + items.size() + ' checklist items to Not Started.');

Where item-level toggling (Step 4) is granular, contractors also report progress in bulk: the customer user pastes a CSV into the Import Contractor Sheet card, or an integration updates the systems' rollup contract fields directly. The Apex below simulates a contractor completing checklists across every seeded system on the project.

Id projId = [SELECT Id FROM CitiriOS__Project__c WHERE Name = 'RCT Walkthrough Project' LIMIT 1].Id;
List<CitiriOS__System_Equipment__c> eq = [
    SELECT Id, CitiriOS__Display_Name__c
    FROM CitiriOS__System_Equipment__c
    WHERE CitiriOS__Project__c = :projId
];
for (CitiriOS__System_Equipment__c e : eq) {
    e.CitiriOS__Components_Total_Count__c = 4;
    e.CitiriOS__Components_Verified_Count__c = 4;
    e.CitiriOS__Checklist_Complete__c = true;
    e.CitiriOS__Checklist_Status__c = 'Complete';
    e.CitiriOS__Status__c = 'Tested';
    e.CitiriOS__Stage__c = 'Handover_Prep';
}
update eq;
System.debug('Checklist rollups completed for ' + eq.size() + ' systems.');

Open the Door 1000 record afterward: its contract rollup fields should read 4/4 components verified, Checklist Status = Complete, Status = Tested. These rollup fields live on the System record, distinct from the per-item statuses shown in the matrix grid.

The flat System & Equipment list shows every tracked record on the project (parents and children) with status, stage, checklist status, and scheduled date — a quick working list beside the rolled-up matrix.

1. Scan the list for status, stage, and checklist status across all systems.
2. Open any row (e.g. Door 1000) to continue to the next step.

The System & Equipment record page has its own Commissioning tab showing the child components and attached files — where a customer user inspects an individual system and its sub-components.

1. Open Door 1000 and select the Commissioning tab.
2. Confirm Camera A appears under Sub Systems & Equipment.
3. Review the Files related list for attached documents.

Once systems are tested, governance advances the control gates. The project has three in sequence — Readiness Certification (1), Executive Authorization (2), and Asset Acceptance (3), all starting Pending. Use the gate action in the UI, or the Apex below to simulate an executive passing the first gate.

1. In the Gates section, find Readiness Certification (sequence 1) and use its advance / decision action, or run the Apex below.
2. Confirm the gate status changes to Passed.

CitiriOS__Control_Gate__c g = [
    SELECT Id, CitiriOS__Status__c FROM CitiriOS__Control_Gate__c
    WHERE CitiriOS__Project__r.Name = 'RCT Walkthrough Project'
      AND CitiriOS__Gate_Type__c = 'Readiness Certification' LIMIT 1
];
g.CitiriOS__Status__c = 'Passed';
g.CitiriOS__Evaluated_By__c = UserInfo.getUserId();
g.CitiriOS__Evaluation_Date__c = Datetime.now();
update g;
System.debug('Readiness Certification gate advanced to Passed.');

The final governance action accepts or rejects an externally-issued Inspection Request. The seed created one (status Submitted). Use the IR action in the Commissioning Governance card, or the Apex below to simulate acceptance.

1. In the Inspection Requests section, open the submitted request and choose Accept (or run the Apex below).
2. Confirm the request status changes to Accepted.

CitiriOS__Readiness_Attestation__c a = [
    SELECT Id, CitiriOS__Status__c FROM CitiriOS__Readiness_Attestation__c
    WHERE CitiriOS__Project__r.Name = 'RCT Walkthrough Project'
      AND CitiriOS__Attestation_Type__c = 'Inspection Request' LIMIT 1
];
a.CitiriOS__Status__c = 'Accepted';
a.CitiriOS__Reviewed_By__c = UserInfo.getUserId();
a.CitiriOS__Review_Date__c = Datetime.now();
update a;
System.debug('Inspection request accepted.');

Return the project to a clean pre-demo state — removes seeded systems (and their Activity List checklists), gates, and the inspection request, while keeping the Program/Project so links stay valid. Re-run P1 then P2 to reseed.

Set<Id> projIds = new Map<Id, CitiriOS__Project__c>([
    SELECT Id FROM CitiriOS__Project__c WHERE Name = 'RCT Walkthrough Project'
]).keySet();
delete [SELECT Id FROM CitiriOS__Activity_List__c WHERE CitiriOS__Project__c IN :projIds];
delete [SELECT Id FROM CitiriOS__Readiness_Attestation__c WHERE CitiriOS__Project__c IN :projIds];
delete [SELECT Id FROM CitiriOS__Control_Gate__c WHERE CitiriOS__Project__c IN :projIds];
delete [SELECT Id FROM CitiriOS__System_Equipment__c WHERE CitiriOS__Project__c IN :projIds AND CitiriOS__Group__c != null];
delete [SELECT Id FROM CitiriOS__System_Equipment__c WHERE CitiriOS__Project__c IN :projIds];
System.debug('Walkthrough data reset. Re-run P1 then P2 to reseed.');