The tracker, welds and drawings

The tracker is the table of every weld and TML in a project and where each one stands. Issued reports fill it in by themselves; a repair is recorded on the weld's page; drawings carry a pin per weld; welders get their repair rates from it; and the client sees all of it in the portal once you release it. It replaces the shared spreadsheet.

Joints: welds and TMLs

A joint is a weld or a TML (a thickness monitoring location). Each belongs to a project and, where the project has assets, to one asset: W-12 on V-101 and W-12 on V-102 are two welds. One identifier names one joint of each kind in an asset.

Identifiers are matched case, spacing and punctuation aside: "LS-3", "LS 3" and "ls_3" are the same weld, whichever paper wrote it, while "LS3" is another, because its letters and digits are written differently. The tracker keeps the identifier as it was first written. The same rule applies to a report's weld results, a request's items, a scope item's weld list and a drawing's pins, so a weld is never made twice by a hyphen.

Joints come into the tracker three ways: an issued report adds every weld in its weld results and every TML in its thickness readings; a request whose items are said to be welds or TMLs adds the ones the tracker lacks; or you add them by hand. A joint is archived, never deleted: its history and reports stay.

The Tracker tab

The Tracker tab of a project opens with the count of joints and how many stand in each status. Then:

• Search identifiers, lines and components, and filters by Asset, Status and Kind. Where the project has a scope of work, two more: Still owing an inspection and Inspected, awaiting report. The list follows the search and the filters as you change them; there is no button to press, and the address keeps them, so a filtered list can be bookmarked and exported as it is.
• The views Current and Archived.
• The columns: identifier, asset, kind, line, component, size, material, welders, Status (with the field's word under it where a technician has marked the weld), Scope (how many of the inspections the scope asks are met), Last inspected and Last report. Identifiers sort the way people number things, W-2 before W-10.
• What do these mean? beside the counts opens a legend of the six statuses, one line each, and the field's marks.
• Add a weld or TML: kind, identifier, asset, line, component, size, nominal thickness and material. Add many at once takes one identifier per line or separated by commas; identifiers already in the tracker are skipped.
• Export to Excel: the list as filtered, with statuses in your language. Each export is recorded in the activity log.
• Ticking joints in the list and choosing Mark inspected marks them for one inspection of the scope; see marks from the field.

Owners, admins and technicians add joints, edit them and mark them. Everyone on staff reads the tracker.

What the statuses mean

A weld's status follows the last recorded current event, judged per method:

• Not inspected: nothing has happened to it yet.
• Requested: an inspection request names it.
• Inspected: an issued report covered it without a system disposition, for example with a disposition code of your own, or it is a TML, which has no accept or reject.
• Accepted: the last report in that method accepted it.
• Repair required: a report rejected it. A weld with several rows is rejected if any row rejects it.
• Repaired, awaiting re-inspection: a repair was recorded and no report has inspected it since.

What moves a weld along: an issued report's results write the events (inspected, then accepted or rejected from the system dispositions); Record a repair on the weld's page writes the repair; the next report in the same method writes a re-inspection and its result. A rejection stands until the method that made it inspects the weld again: a weld accepted by MT and rejected by PAUT reads Repair required until PAUT inspects it again, and a weld accepted by MT still owes its PAUT. Dates are shown by date, but the order of recording decides, because a repair entered today happened last week.

The full glossary is in what the statuses mean.

The Scope column

Where the project has a scope of work, the Scope column says how many of the inspections the scope asks of the weld are met: "0 of 1 inspection met", "1 of 3 inspections met", or All 3 inspections met, red where a rejection stands. What the field has marked is said in the Status column instead, under the record's badge: "inspected in the field, report owed" or "rejected in the field, report owed", in red, so a defect found and not yet reported stays in sight. A weld outside a sample that is already met reads Not in the sample. See the scope of work.

A weld's page

Click an identifier to open the weld's page:

• Details: line, component, size, nominal thickness and material, with Edit.
• What the scope of work asks: each inspection the scope asks of this weld, with its report or its state, the mark from the field (Not started, In progress, Inspected, Accepted, Rejected, one tap each), who marked it and when, and Start report on every inspection the weld still owes. A weld a draft or a report in review already lists says so instead. Below it, What open requests ask of this joint, marked the same way.
• History: every event with its method, stage, date, the report or request it came from and who recorded it. An event that no longer counts, because its report was revised or withdrawn, is marked No longer counts.
• Reports covering this joint, with each revision.
• Welders, with Change to record them from the project's welders.
• Scans and files: a file whose name names the weld (V101_W12_PAUT.nde for W-12) is linked by itself when it is uploaded to the asset's folders; any other file of the project is linked with Link a file of the project. A file shared with the client says so.
• On drawings: every drawing the weld is pinned on.

Record a repair is in the header (first in line when the weld needs one): the day it was repaired and a note. The re-inspection is a new report, which follows here by itself. Archive takes the weld out of the list; its history and reports stay.

Revisions and withdrawals

When a revision of a report is issued, the events of the report it corrects are stamped as no longer counting and fresh events are written from the revision. A withdrawal stamps the report's events with nothing in their place. Either way each weld's status is worked out again from what still counts, so nothing is counted twice and a withdrawn result never stands. See issuing a report.

Showing the tracker to the client

Show to the client on the Tracker tab releases the project's tracker to the client's portal users; Hide from the client takes it back. Owners, admins and technicians do this, and the change is recorded in the activity log. Released, the client sees the tracker with the same filters and export, each joint's current history with links to issued reports only, the drawings with their pins, the welders' repair rates, the wall thickness figures and the scope of work. The client never sees a draft, a report in review, a result that was replaced or withdrawn, or a mark from the field. See the client portal.

Welders and repair rates

A welder belongs to a project: a stamp and a name, one welder per stamp. Welders are recorded on a weld by hand from its page, or learnt by their stamp from a report's weld results at issue and from a request's items when it is raised. Learning only ever adds.

The Welders tab shows the register and, for the period chosen with From and To or Whole project, each welder's Welds, Inspections, Rejections, Repair rate and the rate By length where the reports recorded examined lengths. The repair rate is rejected welds over inspected welds, each inspection counted once; a weld with several welders counts for each; only current results count, so a revised or withdrawn report is left out and a re-inspection after repair is a new inspection. The last row is every weld of the project, welder recorded or not. Add a welder, Edit and Archive keep the register (an archived welder's welds and rates stay); Export to Excel writes the table. The figures are indicative, for the project team, never a verdict on a person.

Drawings and pins

The Drawings tab holds isometrics and general arrangement drawings with a pin per weld or TML:

1. Add a drawing: a PNG, JPEG or WebP image, or Or use an image already in the project's files (the drawing gets its own copy). Give it a title. A PDF drawing cannot be shown yet: export the page as an image.
2. On the drawing, click where a weld is and give its Identifier and Kind. An identifier the tracker does not know yet is added to it, as a report would add it. Drag a pin to move it; Remove the pin leaves the joint and its history untouched.
3. A pin's colour is the joint's status; Pin colours spells them out. Click a pin to see the joint, with Open the joint to its page.

Zoom and Fit help on a dense sheet; Rename and Archive are in the header (an archived drawing keeps its pins). Drawings are released to the client with the tracker.