Punch list (GQE): concepts

Manual — Punch list (GQE) · chapter 1 of 11

The Punch list (GQE) module — GQE stands for Quality Assurance in Execution — records, per project, the deviations found on site: a loose conduit, rebar without cover, scaffolding without a guardrail, paint below standard. The goal is to fix them before the formal inspection and prove the fix with a photo at project handover. It is also the client’s punch list: what the client points out at the inspection goes in here, with the same routine.

Each item gets a number within the project (GQE #1, #2…), goes through Triage / Under review, In progress and Under validation, and only ends when Quality checks the closing photo and completes it. Every step is kept in the History — who did it, when and with what comment — and that history goes into the handover report.

Tip

The punch list item is the quick day-to-day record of the job. It does not replace the NCR (Non-Conformity Report): when the deviation is a formal non-conformity, the item itself is escalated to NCR with a button (chapter 7).

The concepts

Concept	What it means
Item	a field deviation recorded on a project, with the project’s own number (GQE #n). The number is never reused, not even after an item is deleted.
Project	an H2O project (manual Projects). The item and its photos belong to the site of the project: only people who see that site can see the item and work on it.
Type	GQE (internal) — found by the team itself; Client punch list — pointed out by the client or the inspector at the inspection.
Priority	Critical, High, Medium or Low.
Discipline and Origin	the technical area (Civil, Elétrica, Mecânica…) and where the deviation came from (Engenharia / Projeto, Execução / Mão de obra, Materiais / Fornecedores…). They are company lists, editable, and the names appear as they were registered — the factory names are in Portuguese (chapter 10).
Responsible and Due date	who fixes it and by when. Once the date passes without a fix, the item is overdue (in red).
Opening photo	the evidence of the problem when it is recorded.
Closing photo	the evidence of the fix. Required to request validation.
Validation	the check by Quality — whoever has Validate (Quality) in the profile. Only Quality completes, rejects, closes without a fix and reopens — and whoever requested the validation does not approve it.

Where items come from

How it is created	Who records it	Chapter
New item	anyone with Create in Punch list (GQE): engineering, quality, safety, the client’s inspector	4
failure of a commissioning test	H2O, by itself, when the test task is completed as Failed	8

Apart from a commissioning failure, nothing is automatic: the work order and the NCR are only created when someone clicks the button (chapter 7).

Who does what

Role	What they do
whoever points it out (engineering, quality, client/inspection)	records the deviation with a photo, priority, responsible and due date
responsible (foreman, technician, supplier)	starts fixing, attaches the closing photo and requests validation
Quality	checks the evidence and completes — or rejects with a comment; decides Won’t fix; reopens
project management	follows the indicators per project, follows up with the Pending PDF and hands over the Complete PDF with the acceptance

Where to find it

Figure 1. Operations › Punch list (GQE): the projects with items, the indicators and the list of open items of all projects — here filtered by the responsible Ryan Cooper.

1. 1The Operations › Punch list (GQE) menu.
2. 2Trash, Lists (disciplines and origins) and New item.
3. 3The Projects with items table.
4. 4The indicators — clickable.
5. 5The Items from all projects list, with the filters (here, Responsible… = Ryan Cooper).

Where	What you do there	Chapter
Operations › Punch list (GQE)	projects, indicators, filters, list, PDF and spreadsheet	3 and 9
New item	record	4
item page (click a row)	data, photos, flow, work order, NCR and history	5, 6 and 7
Lists	disciplines and origins	10
Trash	the deleted items: restore or delete permanently	5
People › Profiles › profile › Permissions, group Operations	the rights	2

System rule

Punch list items are handled on the web. The app has no punch list screen: in the app, what creates an item is the failure of a commissioning test, which the server turns into a GQE item when the completion arrives (chapter 8). The work order opened from an item, on the other hand, reaches the technician’s app like any ticket (chapter 7).

Tip

H2O notifies in the bell and by e-mail, in the recipient’s language: the responsible, when assigned, when the work order is opened, when the validation is rejected and when the item is completed; the site’s Quality, when an item arrives for validation. Whoever performed the action does not receive their own notice (chapter 6).