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oce-field-ops

Field operations in OpenConstructionERP: punch list, daily diary, HSE observations and task tracking on site. Use when automating construction site workflows (deficiencies, diaries, safety, site tasks).

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Field Operations in OpenConstructionERP

Modules for the site

ModulePurposeTypical flow
punch_listDeficiencies / snag itemscreate item → assign → verify → close
daily_diaryDaily site reportsweather, workforce, progress, incidents
hseHealth, safety, environmentobservations, incidents, checklists
tasksSite task boardKanban, issues linked to BIM elements

Punch list workflow

  1. Inspector (or a photo) creates a punch item: location, trade, priority, due date, photo attachment.
  2. Item auto-assigns to the responsible trade (routing rules).
  3. Contractor marks fixed → inspector verifies → item closes.
  4. Closeout report: open vs closed per trade/zone, aging.

Daily diary automation

  • Prefill from the schedule: planned activities of the day.
  • Inputs: weather (integrated), workforce counts, deliveries, issues, photos.
  • Auto-summary to the weekly progress report (see oce-scheduling-4d5d roll-ups).

HSE

  • Safety observations: classify (PPE, fall protection, housekeeping…), severity, follow-up.
  • Incident reports with photo evidence and root-cause fields.
  • Checklists per trade and per regulation (OSHA / local).

API patterns

POST /api/v1/punch-list/          # create punch item
PATCH /api/v1/punch-list/{id}     # status/assignee
POST /api/v1/daily-diary/         # diary entry
GET  /api/v1/tasks/?project=...   # site tasks

(Endpoint names may vary by module version — check backend/app/modules/*/router.py for the authoritative surface.)

Best practices

  1. Link punch items to BIM elements — the 3D view shows open deficiencies in place.
  2. Make the daily diary the single source of actuals (it feeds variance reports).
  3. Photos on every issue: evidence beats memory in disputes.
  4. Close the loop — every observation ends in an action, not a note.

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