Access rights

Manual — Punch list (GQE) · chapter 2 of 11

Punch list items use the Punch list (GQE) row of the profile (People › Profiles › profile › Permissions tab, group Operations). Besides the usual boxes, the row has the extra box Validate (Quality).

Figure 2. People › Profiles › Super-Admin › Permissions: the Punch list (GQE) row, in the Operations group, with the Validate (Quality) box.

1. 1The Operations group.
2. 2The Punch list (GQE) row — Read, Edit, Create, Trash and Delete.
3. 3The extra box Validate (Quality).

To…	You need, in the Punch list (GQE) row
see the menu, the projects, the list, the item pages, the PDF and the Spreadsheet	Read
New item	Create
Edit, Start fixing, Request validation, Block, Attach photos — on any item	Edit
Open work order and the Lists page (disciplines and origins)	Edit
Validate and complete, Reject, Won’t fix and Reopen	Validate (Quality)
Escalate to NCR	Edit here and Create in the NCR (Non-conformity) row
move an item to the trash (trash icon in the header of the item page), open the Trash and Restore	Trash
Delete permanently an item that is in the trash	Delete
delete a photo or an attachment added by mistake (trash icon on the photo)	Trash, while the item is still open

System rule

The responsible for the item, even without Edit, handles their own items: Edit, Start fixing, Block, Attach photos and Request validation. They only need Read — attaching from the item page needs no right on documents. Open work order, Escalate to NCR and deleting a photo still need the rights in the table.

System rule

The rights only apply to the sites you can see. An item of a project on another site does not appear in the list and cannot be edited, change status, receive photos, be deleted, or open a work order or NCR — for H2O, it does not exist for you (Punch item not found).

Warning

Validate (Quality) does not apply to the validation the person requested: whoever took the item to Under validation neither validates nor rejects it — another person with Validate (Quality) decides (chapter 6).

The profile defaults

When the module was installed, each profile received punch list rights based on what it already had in Deviations (Occupational Safety) — whoever handles field deviations handles punch list items:

The profile had in Deviations	It received in Punch list (GQE)
Trash (management profiles)	Read, Edit, Create, Trash and Validate (Quality)
Create (technicians)	Read, Edit and Create — they record and fix, they do not validate
only Read (client, requester, self-service)	nothing — the menu does not show; grant it by hand if the client should see or record items

Tip

For the client or the inspector to record the punch list directly in H2O, give their profile Read and Create. Without Edit, they cannot change other people’s items.