Prepare the work package.
Connect the location, trade, approved method, drawing references, materials, and inspection requirements before work begins.
- Work packages
- Approved references
- Prerequisites
Connect approved methods, materials, field work, inspections, and changes. Capture closeout evidence where the work happens.
Free forever sandbox · choose a template or build your ownWP-0204The package stays open while a required inspection record is incomplete.
For project delivery, field operations, and quality teams
Explore the dashboard, open a record, run a step, or resolve a blocked review. Changes stay inside this sample workspace.
Hudson 18 · Level 10 · your operation at a glance
Photos, inspection sheets, approved details, and field decisions often accumulate in different places. Helix links them to the work package and location as the work proceeds, so handover has a record to build on.
Shared identities, effective revisions, and review rules connect each team’s work to the next decision.
Connect the location, trade, approved method, drawing references, materials, and inspection requirements before work begins.
Link a site delivery to the material identity, supplier documents, inspection, and intended work. Keep holds visible before use.
Guide field teams through the approved method and required observations. Keep photos and source evidence tied to the relevant work and location.
Bring the acceptance criteria and supporting records into inspection review. Keep outstanding items visible to the team responsible for closing them.
The work package should know whether its required witness evidence is complete before it is marked ready for handover.
A checklist says “inspection required.”
The completion gate checks for the linked inspection decision and its required evidence.
Keep the location, method revision, observation, evidence, and reviewer connected.
An entity definition shapes a record type. Your approved records hold the operating content. Execution captures what actually happened.
Defines the structure and allowed behavior of records of this type.
The approved curtain wall method, including bracket installation and the witness inspection requirement.
A specific record and its effective revisionInstalled material references, anchor observations, photographs, and inspection decisions for this work package.
Actual work linked to its approved sourceA revised method or approved detail can affect open work packages and inspection criteria. Review the affected scope before applying the change; preserve the basis of completed work.
Give AI the records and relationships needed to produce a useful draft. Keep the decision with the accountable person.
Explore governed AIWhat is still missing from this elevation’s handover record?
A source-linked gap list, grouped by work package and responsible team, for review and follow-up.
The project team verifies completeness. Authorized inspectors retain acceptance authority.
Keep a clear source of truth for each record. Agree the interfaces, ownership, and exception handling for your deployment.
Connect package identity, locations, and responsible teams while retaining established ownership of contracts, cost, and scheduling.
Link the approved reference and its revision to the field workflow. Define how revised information reaches affected work packages.
Agree how photos, inspection sheets, and supplier records are captured and associated with location and work identity.
These are integration boundaries to evaluate, not a list of prebuilt connectors. All plans include unlimited integrations.
Use the application sandbox to choose a template, author your model, and work through the decisions your team makes.
Start with one trade, one location, and one work package. Walk from approved method through installation evidence to inspection.
Extend into deliveries, change review, additional trades, and a structured handover record.
Start in the free forever sandbox. Explore a template, make it yours, and decide what comes next.