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portal/vendor/trainer/runs/contractor-full-2026-09-22/needs.yaml
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Bendik Aagaard Lynghaug bedd306854 Bring the trainer in (uhhm/portal-trainer main, history kept)
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2026-09-30 15:23:15 +02:00

331 lines
9.1 KiB
YAML

needs:
- also_moved_by:
- site_managers
done_when:
- won
- lost
enters: /
handled_by: project_managers
id: survey-enquiry
lands_in: enquiries
max_fields: 4
max_steps: 2
stages:
- open
- surveyed
- quoted
- won
- lost
success:
- won
via: Your building project
wants: someone qualified to come and look at it and say what it takes
who: a housing board or private owner with a problem in a building
- also_moved_by:
- site_managers
done_when:
- won
- lost
enters: /
handled_by: project_managers
id: build-enquiry
lands_in: enquiries
max_fields: 5
max_steps: 2
stages:
- open
- surveyed
- quoted
- won
- lost
success:
- won
via: Your building project
wants: drawings, a permit application and a price
who: an owner who already knows what they want built or changed
- also_moved_by:
- site_managers
done_when:
- fixed
- rejected
enters: /
handled_by: project_managers
id: warranty-claim
lands_in: claims
max_fields: 4
max_steps: 2
stages:
- open
- inspected
- accepted
- fixed
- rejected
success:
- fixed
via: Your building project
wants: us to come back, look at it, and put it right
who: a past customer who has found a fault in work we handed over
- done_when:
- answered
enters: /
handled_by: site_managers
id: neighbour-complaint
lands_in: complaints
max_fields: 3
max_steps: 1
stages:
- open
- answered
success:
- answered
via: Neighbour complaint
wants: the noise, dust or blocked access dealt with, and an answer
who: someone living or working next to one of our building sites
- done_when:
- approved
- declined
enters: /
handled_by: project_managers
id: subcontractor-application
lands_in: subcontractors
max_fields: 5
max_steps: 2
stages:
- open
- awaiting_papers
- approved
- declined
success:
- approved
via: Work with Nordvik Bygg
wants: to be approved once, and then be called when a job needs them
who: a trade firm doing electrical, plumbing or scaffolding work
- done_when:
- hired
- declined
enters: /
handled_by: project_managers
id: job-application
lands_in: applicants
max_fields: 3
max_steps: 2
stages:
- open
- interviewing
- offered
- hired
- declined
success:
- hired
via: Work with Nordvik Bygg
wants: to be considered, without writing a letter
who: a carpenter, bricklayer or apprentice looking for work
- also_moved_by:
- site_managers
done_when:
- completed
- declined
enters: /clients/change-request
enters_as: clients
handled_by: project_managers
id: change-request
lands_in: change_orders
max_fields: 3
max_steps: 1
stages:
- open
- priced
- approved
- completed
- declined
success:
- completed
via: Request a change to your building work
wants: a price for the change, and the change done if they accept it
who: a client whose job is under way and who wants something changed
- also_moved_by:
- site_managers
done_when:
- won
- lost
enters: /project_managers/log-phone-enquiry
enters_as: project_managers
handled_by: project_managers
id: log-phone-enquiry
lands_in: enquiries
max_fields: 4
max_steps: 1
stages:
- open
- surveyed
- quoted
- won
- lost
success:
- won
via: Log a phone enquiry
wants: the enquiry written down before it gets lost
who: a project manager who just took a call or a text about a building
- done_when:
- awarded
- withdrawn
enters: /project_managers/post-job-request
enters_as: project_managers
handled_by: project_managers
id: post-job-request
lands_in: job_requests
max_fields: 4
max_steps: 1
stages:
- open
- awarded
- withdrawn
success:
- awarded
via: Give subcontractors a job to price
wants: approved subcontractors to see the job and answer with a price
who: a project manager with work to hand to a subcontractor
- done_when:
- accepted
- declined
enters: /subcontractors/submit-bid
enters_as: subcontractors
handled_by: project_managers
id: submit-bid
lands_in: bids
max_fields: 3
max_steps: 1
stages:
- open
- shortlisted
- accepted
- declined
success:
- accepted
via: Submit a bid on a job
wants: to say yes with a price and a start date
who: an approved subcontractor who has seen a job they can take
- also_moved_by:
- site_managers
done_when:
- closed
enters: /crew/report-site-issue
enters_as: crew
handled_by: safety_officer
id: report-site-issue
lands_in: site_issues
max_fields: 3
max_steps: 1
stages:
- open
- in_hand
- closed
success:
- closed
via: Report a safety finding on site
wants: to report a hazard, a near miss or wrong materials before they forget
who: anyone on site, ours or a subcontractor's, on a phone with gloves on
- also_moved_by:
- crew
done_when:
- delivered
- refused
enters: /crew/order-materials
enters_as: crew
handled_by: site_managers
id: order-materials
lands_in: material_orders
max_fields: 3
max_steps: 1
stages:
- open
- ordered
- delivered
- refused
success:
- delivered
via: Order materials for the site
wants: it ordered and on site before work stops
who: a carpenter or bricklayer who is about to run out of something
- also_moved_by:
- site_managers
done_when:
- closed
enters: /safety_officer/safety-round-finding
enters_as: safety_officer
handled_by: safety_officer
id: safety-round-finding
lands_in: site_issues
max_fields: 3
max_steps: 1
stages:
- open
- in_hand
- closed
success:
- closed
via: Report what you find on site
wants: each thing found written down where the reported issues already are
who: the safety officer walking a site on the weekly round
personas:
- id: housing-board-damp
need: survey-enquiry
text: I chair the board of a housing cooperative from the seventies. Two ground-floor flats have damp in the walls and we don't know if it's drainage or the facade. We need someone to tell us.
- id: buyer-before-purchase
need: survey-enquiry
text: We are about to buy an old timber house. Before we sign we want a professional to go through it and tell us what is wrong with it.
- id: attic-conversion
need: build-enquiry
text: We want to turn our attic into two bedrooms and a bathroom. We need drawings and someone who handles the application to the municipality.
- id: shop-to-flat
need: build-enquiry
text: I own a former shop on the ground floor and want to make it a flat. I have no idea what is allowed. Can you sort that out and give me a price?
- id: leaking-bathroom
need: warranty-claim
text: You redid our bathroom two years ago. Now water is coming through the ceiling of the flat below. I want you to come and fix it.
- id: cracked-render
need: warranty-claim
text: The render you put on our gable wall last summer has cracked right across. That can't be right after one winter.
- id: noisy-mornings
need: neighbour-complaint
text: I live next door to the block you are working on. You start drilling at half past six every morning and I have a baby. Who do I talk to?
- id: blocked-driveway
need: neighbour-complaint
text: Your skip and a van have been parked across the entrance to our shop's loading bay for three days. We can't get deliveries.
- id: electrician-firm
need: subcontractor-application
text: We are a four-person electrical firm, fully certified. We would like to get on your list so you call us when you need electricians.
- id: scaffolder
need: subcontractor-application
text: I run a scaffolding company. How do I get to do jobs for you?
- id: carpenter-jobseeker
need: job-application
text: I'm a certified carpenter with eight years on rehabilitation jobs. Are you hiring?
- id: apprentice
need: job-application
text: I finish vocational school this spring and need an apprenticeship as a bricklayer.
- id: extra-window
need: change-request
text: You are in the middle of our attic conversion. We have decided we want a roof window over the stairs as well. What would that cost?
- id: pm-took-a-call
need: log-phone-enquiry
text: A woman from a housing board in Storgata just rang about water in their basement. I'm in the van. I need to note it before I forget her number.
- id: pm-needs-plumber
need: post-job-request
text: The bathroom job in Kirkeveien needs a plumber for two weeks from the first of next month. I want prices from the ones we have approved.
- id: plumber-bidding
need: submit-bid
text: We are an approved plumbing firm. I saw you need someone in Kirkeveien next month. We can do it, I have a price.
- id: loose-railing
need: report-site-issue
text: The railing on the third level of the scaffold on the north side is loose. Nobody got hurt but someone will.
- id: wrong-membrane
need: report-site-issue
text: The bathroom membrane delivered today is not the one in the specification. We stopped work on it.
- id: out-of-battens
need: order-materials
text: We have enough roof battens for today and maybe half of tomorrow. Need another two hundred metres on site by Thursday.
- id: weekly-round
need: safety-round-finding
text: On my Friday round I found the first-aid box on level two empty and an extension lead run through a puddle.