From a failed component to a closed-out record.

Section 01How to do it

1. 01

   Let the record raise them

   Do not create remedials by hand from a report you are reading. Accept the quote and the project opens with its tasks already on it — or send the failing doors straight from the inspection. Either way the task arrives attached to the door, carrying the reason and the measurements.

2. 02

   Triage by severity, not by order

   A door that will not close is not the same job as a missing sign. Sort the board by severity first and agree with the client what is being done this visit and what is being scheduled.

3. 03

   Assign it to a person and a date

   An unassigned task is a task nobody has agreed to do. Assignment emails batch into a digest, so giving somebody nine doors sends one message, not nine.

4. 04

   Photograph both ends

   The before photograph is usually already there from the inspection. The after photograph is the one that gets forgotten and the one an auditor actually wants.

5. 05

   Verify separately from completing

   Completed means the operative says it is done. Verified means somebody checked. Keeping them as two statuses is the whole point of having five.

6. 06

   Issue the Works Completed Report

   Preview it first — it renders without being issued, so you can read it before anyone else does. When you issue it, it is filed with a reference and a checksum, and re-downloads byte for byte.

Section 02What the app actually does here

• A remedial project opens from an accepted quote, with its tasks seeded from the quoted lines — nothing is re-typed
• A remedial can also be raised from a problem a client reports in their portal
• Send every failing door on an inspection to the board in one action without waiting for a quote, deduplicated against what is already there
• Assign to a person with a due date, and put it in the schedule
• Track five statuses: pending, in progress, completed, verified, cancelled
• Record a before photograph, an after photograph, completion notes and the actual cost against the estimate
• The failure reason and the gap readings are frozen onto the task, so the client’s document cannot drift if the door is re-inspected later
• Assignment emails are batched into digests rather than firing one notification per task
• Close out into an evidence pack, and issue a Works Completed Report that lists what is still outstanding
• The fire stopping defects board runs the same five stages under its own names: open, in progress, resolved, verified, cancelled

Section 03What goes wrong

Every one of these has cost somebody real time. They are cheap to avoid and expensive to unwind.

Section 04Questions

Section 05Related