Field Operations in OpenConstructionERP

Modules for the site

Module	Purpose	Typical flow
punch_list	Deficiencies / snag items	create item → assign → verify → close
daily_diary	Daily site reports	weather, workforce, progress, incidents
hse	Health, safety, environment	observations, incidents, checklists
tasks	Site task board	Kanban, 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.