CX FLOW GUIDE
How to read the spine — the rules that govern it, not the diagram.
THE RULES · ENFORCED, NOT DOCUMENTED
Gates are order-free. Energizing is not.
Clear L1–L2D on any asset in any sequence. L3 is the exception: an asset only energizes once everything upstream of it on the one-line is live.
Evidence enables, authority executes.
Documents and readings open a gate; a named role signs it. Collapsing the two is how a gate becomes a rubber stamp.
The verifier is never the fixer.
Whoever did the work cannot be whoever proves it was done. The same rule governs LOTO release and every rung of the checklist ladder.
A failed line is not bypassable.
Bypass covers the ABSENCE of a document, never a failure. A failed line must be fixed and re-verified.
Nothing auditable is deletable.
Findings, completed checklists and test attempts are voided with a reason, never removed. Voided records stay queryable.
The checkmark is created last.
Evidence first, verdict after. That ordering is what makes the turnover package a byproduct rather than an assembly job.
WHAT EACH RUNG ASKS FOR · L1 → L6
| GATE | MEANS | REQUIRES |
|---|---|---|
| L1 | FAT | Gear received and inspected against the submittal. |
| L2A | Receipt Inspection / SIP | Anchored, aligned, Ready-to-Receive cleared. |
| L2B | Installation Verification | Terminations, torque, pressure and megger results filed. |
| L2C | Pre-Energization Inspection | Independent walk by the commissioning authority. |
| L2D | Authorized | FOD walk, tamper seal, NTE issued, briefing held. |
| L3 | Energization and Startup | Upstream live, authorization signed, sequence respected. |
| L4 | Functional Testing | Load bank, failure modes, system-level behaviour. |
| L5 | IST & Acceptance | IST across systems, with the customer present. |
| L6 | Clean walk + handover | Package accepted — findings disclosed, not hidden. |
A gate is not a date. It opens when the record says it is ready, which is why a schedule and a readiness position can disagree — and why that disagreement is the most useful number on the job.