Playbook

When Foreman Asks: “What's the Problem?”

Use this to explain the issue clearly instead of rambling or freezing.

What this covers

You need to bring a field issue to a journeyman, foreman, detailer, or PM.

How to use this playbook

  1. Lead with the exact system/location/problem, then show the measurement/photo.
  2. State location: floor, room, gridline, area, elevation, or equipment tag.
  3. State the duct/system: supply, return, exhaust, grease, smoke, VAV, RTU, main, branch, size if known.
  4. State the problem in one sentence: blocked, too low, missing access, wrong size, damper blocked, hanger conflict, print mismatch.
  5. Give the measurement: how much clearance is missing or what dimension is wrong.
  6. Show photo and drawing reference.
  7. Ask the decision question: 'Do you want me to hold, adjust, or install as shown?'

Check

  • Wide context
  • Close-up problem
  • Measurement
  • Drawing/shop detail

Warnings

  • Do not say only 'it doesn't fit.'
  • Do not hide the issue and keep installing.
  • Do not offer a field fix as if it is already approved.
  • Do not blame another trade before you have facts.

Stop and ask

  • Use this anytime the next move changes route, size, access, schedule, support, coordination, or inspection.