Work order and Escalate to NCR

Manual — Punch list (GQE) · chapter 7 of 11

The Links box of the item page connects the item to two other H2O records. Both are only created by button — nothing is escalated automatically:

Button	Creates	Use it when	Right
Open work order	a ticket for the team to handle the fix	the fix is a job to be scheduled, with a technician, time and notes	Edit
Escalate to NCR	an NCR (FORM-QL-0003) already filled in and its treatment ticket	the deviation is a formal non-conformity — from a supplier, from a manufacturer, a recurring one — and needs root cause analysis and corrective action	Edit and Create in NCR

Open work order

Figure 12. GQE #2 “4th-floor cable tray without earthing continuity”, with the work order open: the work order number in the header and in the Links box.

1. 1WO #n in the header — opens the ticket.
2. 2Work order in Links, with the number and the name.
3. 3Escalate to NCR.
4. 4The tip: Open work order creates a task for the team; Escalate to NCR opens FORM-QL-0003 — nothing is automatic.

• Open work order asks Open a work order for this item (technician = responsible)? and creates the ticket GQE #n — <title>, with the description, the actions and the location of the item, written in the language of the person who opens it.
• The technician of the work order is the item’s responsible (the work order is created Assigned); with no responsible, it is created New. The priority follows the item: Critical → Very high, High → High, Medium → Medium, Low → Low.
• The work order goes to the apps right away: the technician finds it in the app’s ticket list, like any ticket assigned to them.
• The work order is created with no category and no location, and does not go through the company’s automatic ticket rules (nor the new-ticket notices): complete the ticket if your routine uses them. The responsible receives the item notice — WO #m opened for GQE punch item #n — in the bell and by e-mail (chapter 6).
• An item has only one work order. The button disappears when the item is Completed or Won’t fix.
• If the work order is cancelled (Cancel ticket button on the ticket page), the item stays linked to it: the Links box keeps showing the work order and the Open work order button does not come back. Another work order cannot be opened for the same item — the server refuses with This punch item already has a work order. Keep this in mind before cancelling the work order of an item that is still open.
• The work order and the item are independent: solving the work order does not complete the item. Completion is still up to Quality, with the closing photo.
• The work order number appears in the PDF, in the Links block of the item (as WO).

Escalate to NCR

Escalating asks for confirmation — Escalate this item to an NCR? Opens the pre-filled FORM-QL-0003 (fact, evidence, photos, asset supplier) and a treatment ticket. — and shows the code of the NCR created (RNC-YYYY-NNNN created).

Figure 13. RNC-2026-0016, opened from GQE #6 “Stairwell fire door without door closer” (Critical priority → Major classification): title, origin, fact and evidence coming from the item, and the way back to it.

1. 1The code RNC-YYYY-NNNN, the title GQE #n · <project>: <title> and the state.
2. 2Origin: GQE item GQE #n — goes back to the item page.
3. 31. Origin: Inspection and the origin report number GQE #n.
4. 46. Fact and 6.1 Evidence, coming from the item.
5. 5The photos of the item, attached to the NCR.

NCR field	Comes from the item
Title	GQE #n · <project>: <title of the item>
1. Origin	Inspection; origin report number GQE #n; date = the date the item was recorded
6. Fact	the Problem description (or the title, if the description is empty)
6.1 Evidence	GQE punch item #n · Area: …
7. Applies to / 8. Classification	Product / Major when the priority is Critical or High, Minor otherwise — adjust later if needed
Treatment owner	the item’s Responsible — the NCR is created in the Open state. With no responsible, it is created To delegate.
Deadline	the item’s Due date
Photos	the opening and closing photos (the same files, not copies)
Treatment ticket	a new ticket; when the item has a work order, it is created as its child

• The item now shows the NCR code in Links and in the header, and the history records Escalated to NCR RNC-…. The item status does not change: the fix on site is still handled here, and the formal treatment (owner response, actions, evaluation) follows in the NCR, in Quality › NCR.
• An item escalates only once: This item was already escalated (RNC-…).
• An escalated item cannot be deleted. A photo deleted from the item after the escalation stays in the NCR.
• Escalating is available in any status — even after completion, when the deviation recurs and Quality wants to open the formal treatment.

System rule

The item opened by a commissioning failure escalates with other rules — origin Test, classification Minor, no owner (To delegate) and with the supplier of the asset (chapter 8).