Clients, projects and assets

A client is a company that receives your reports. A project is one job you do for a client. An asset is a thing the project inspects: a vessel, a tank, a line, a structure, an exchanger. Reports, welds, drawings, requests and files all hang off a project and, where you name one, off its asset. Everything in this topic is under Clients and projects in the sidebar.

Clients

Owners and admins add and edit clients; everyone on staff sees them. On the Clients tab, choose Add client:

• Client name, and the contact person, email address, phone and address.
• Code: short, for report numbers that carry the client's code. Letters, digits and - _ / . See how your reports are numbered.
• Report languages: the languages this client's reports are written in. Left empty, they come from the organisation's default.
• Number this client's reports its own way: for a plant operator who dictates the report number for every job with it. Every project of the client then counts in sequences of its own.

The client's page lists its projects first, with Add project, then its contact details, its portal users (Client portal access), single sign-on for the client's people and, where the client runs Weld Intra, the code that links the two (see the client portal). For a new client, Set up step by step takes you through the client, its portal users, its first project and that project's assets; every step can be skipped, and the setup stays in the page's menu while it is unfinished.

Archive takes a client out of the working lists. Nothing is removed, old reports still open, and Restore brings it back. A client with projects that are not archived cannot be archived: archive those first. While a client is archived, its portal users cannot sign in.

Projects

Projects are added from a client's page, by owners and admins. Add project asks for:

• Project name and Project code: short and unchanging, letters, digits and hyphens, unique in your company. Report numbers can carry it.
• Location.
• Status: Active, On hold or Completed. The status is a label; it does not archive the project.
• Office, where your company has more than one: the office that runs the project. Lists can be filtered by it, and report numbers can carry its code.
• End client: the asset owner the work is for, when the client is a contractor. The end client's portal users see the project too, and hear when its reports are issued.
• Report languages: from the client's default, the organisation's setting, or the project's own.
• Review: Same as the organisation, or stricter. A project can ask for more review than the organisation does, never for less.
• Number this project's reports its own way: the project's reports then count in a sequence of their own. Otherwise the project follows the client's numbering, where the client has one, or the company's.

Archive works as for clients: the project leaves the lists, nothing is removed, and no new report can be started in it. A project cannot be restored while its client is archived.

Duplicate project, in the project's "⋯" menu, makes a new project for the same client with the same settings: location, office, end client, report languages, review and numbering. Give it a name and a code of its own, and tick Copy the assets and their scope of work to take the assets along, each with the welds and TMLs its scope lists and the inspections each needs. Reports, requests, files, the tracker's history and the marks from the field stay with the original: a copy is a new job, not a second record of the old one. Owners and admins duplicate projects.

The Clients and projects section

The section has two tabs. Clients lists every client with a search box and the views Current and Archived. Projects lists every project of every client:

• Search projects finds them by name, code or location. Every list follows its search box and filters as you change them; there is no button to press.
• Order: Last worked on (the default: the last time a report of the project was touched, or the project itself), Newest first, Oldest first, Name, A to Z, Name, Z to A, Code.
• Status: any, or one of the three.
• Office, where you have offices.
• Show: All, All but hidden, Starred or Hidden.
• Current or Archived.

Each row shows the project's name, code, location, how many reports it has and when it was last worked on. The same rows, with the same search and order, are on every client's page.

Your own marks

Two marks are yours alone and change nothing for anyone else:

• The star at the start of a row keeps that project at the top of every order.
• Hide, in the row's "⋯" menu, greys the project and puts it at the bottom. A line under the list says how many you hid. Unhide brings it back.

Starring a hidden project unhides it. Hiding is not archiving: an archived project is gone from everyone's working lists and takes no new reports; a hidden one is only out of your way.

A project's Overview tab

The Overview tab of a project has:

• Assets: the things the job inspects, described below.
• Reports: every report of the project with its reference, template, status, inspection date and examiner. Technicians start a report here: choose the Template for a new report (your default for a method is offered first), optionally the inspection request it answers, then Start a report.
• Requests: the project's inspection requests, with Raise a request.
• Details: the client, code, location, status, office, end client, report languages and review.
• In this project: the way to the other tabs, with a count for each (joints in the tracker, drawings, welders, TMLs, sheets, dossiers built).
• On this device: Make available offline keeps the project's reports on this device so you can open and fill them in without a connection. See offline work and the phone.

A new project with no assets and no reports shows a notice offering its step-by-step setup. Close it if you do not need it; the setup stays in the project's "⋯" menu.

Assets

An asset is one thing the project inspects. Reports, welds and TMLs, drawings, requests and files carry the asset they belong to, so W-12 on V-101 and W-12 on V-102 are two welds, and each asset has its own folder of files with a subfolder per method. Owners, admins and technicians add and edit assets; a client's request can name one but never adds one.

Add an asset on the Overview tab asks for:

• Type, from a list that runs from pressure vessel to hull section.
• Tag, as the client writes it, for example V-101. Unique in the project. A document that names the tag another way ("E401A" for "E 401A") is matched to the asset, not added as a second one.
• Name, what the client calls it, for example HP separator. Optional.
• Drawing number and Material.
• Heat treated after welding (PWHT): Yes, No or Not said. This decides what the scope of work asks: a vessel without heat treatment is never asked whether an inspection is before or after it; one with it is asked on every line. See the scope of work.

The Assets card searches tags, names, types and drawings, filters by Type, and under Show offers With rejected welds, With open requests and With reports in progress beside the starred and hidden filters. Its Order is by tag, last worked on, name, type, most reports or most rejected welds. Each asset shows how many reports are issued and in progress, how many welds and TMLs it has, how far its scope of work has got ("Scope: 7 of 12 lines done"), how many welds are rejected and how many requests are open. The star and Hide work as for projects.

Archive takes an asset out of the lists: its reports, welds and files stay, and no new report can be started for it until it is restored.

Duplicate asset, in the asset's "⋯" menu, makes a new asset of the same type, drawing, material and heat treatment, with a tag of its own, in this project or another you may add assets to; tick Copy its scope of work to bring the items, their welds and TMLs and the inspections each needs. What was found stays with the original.

An asset's page

An asset's page opens with its Scope of work: each line with its method, amount, stage and state, Mark inspected to say what was done in the field, and Start report to begin the report that answers it. Below are the asset's reports, its requests with Raise a request, its details, and In this project: its reports, its own folder of files, how many welds and TMLs the tracker holds for it and how many are rejected, its drawings and its requests. Edit and Archive are in the header.

Where the project's tabs lead

Five tabs are always in view; the rest are behind More, which reads as the page it is on.

• Scope of work: what each asset has to have examined and how far it has got; see the scope of work.
• Tracker: every weld and TML and where it stands; see the tracker.
• Files: the project's folders and files, and what is shared with the client; see files and sharing.
• Requests: the project's own inspection requests, with Raise a request; see inspection requests.
• More, Drawings: isometrics and arrangement drawings with a pin per weld; see drawings and pins.
• More, Welders: the project's welders and their repair rates; see welders.
• More, Thickness: wall thickness per TML, corrosion rates and remaining life; see thickness trending.
• More, Sheets: free-form tables for anything the tracker does not cover, shareable with the client; see files and sharing.
• More, Handover dossiers: one file with every issued report and its certificates; see the handover dossier.

Who may do what

• Every member of staff sees clients, projects and assets.
• Owners and admins add, edit, archive and restore clients and projects, and invite the client's portal users.
• Owners, admins and technicians add and edit assets, keep the tracker and the scope of work, and release the tracker to the client.
• Client users see their own projects in the portal; see the client portal.