Manage users and the work areas and actions they can access. Align the project experience with the responsibilities of the people doing and reviewing the work.
What it connects
- User roles and active status
- Access to individual work areas
- Action-level permissions
- Administrative access controls
Connected recordSample data
- User
- Demo Inspector
- Role
- Project team member
- Work areas
- Assigned services
- Actions
- Configured permissions
Illustrative access profile
Keep the job number, title, client and active or complete status together. Give the connected work areas a consistent project identity.
What it connects
- Job number and project title
- Client information
- Active and completed job status
- Job selection across connected work areas
Connected recordSample data
- Job
- DEMO-001
- Title
- North Ridge Demo
- Client
- Fictional client
- Status
- Active
Illustrative job information
Set out the inspection activities, acceptance criteria and responsibilities for the job. Keep hold points, witness points and completion records in view.
What it connects
- Inspection activities and applicable procedures
- Hold, witness and review points
- Contractor, third-party and client responsibilities
- Acceptance and completion signoffs
Connected recordSample data
- Plan
- DEMO-ITP-001
- Activity
- Visual inspection
- Reference
- Project procedure
- Review
- Contractor · client
Illustrative inspection plan
Record information at job or spool level. Attach photos and supporting files so field and office teams can review the same context.
What it connects
- Job-wide and spool-specific notes
- Photos and supporting attachments
- QR-connected note access
- Shared context for authorized users
Connected recordSample data
- Scope
- Spool SP-014
- Note
- Fit-up reference
- Attachment
- fit-up-reference.jpg
- Access
- Project sharing settings
Fictional note example
Keep specifications and supporting references close to the work they govern. Help field and quality teams understand the requirements behind each project record.
What it connects
- Codes of construction and material requirements
- Weld procedure references
- Visual and NDE examination requirements
- Supporting specification documents
Connected recordSample data
- Specification
- DEMO-CS-01
- Material
- Carbon steel
- WPS
- WPS-101
- Reference
- Project specification
Reference linked
Bring spool drawings, linked welds and QR access together. Give the people handling a spool a direct path to the information behind it.
What it connects
- Spool register and drawing references
- Linked weld records
- QR access to connected information
- Spool-specific notes and photos
Connected recordSample data
- Spool
- SP-014
- Drawing
- ISO-1042
- Job
- North Ridge Demo
- Context
- Welds · notes · photos
Illustrative spool record
Bring welder profiles, certification status and welding procedure references into view. Use the WPS library and coverage views to understand the supporting records.
What it connects
- Welder profiles and certifications
- Active, expiring and expired certification views
- Source WPS document library
- Certification coverage by procedure
Connected recordSample data
- Welder
- Demo Welder 014
- Procedure
- WPS-101
- Document
- Sample certification
- View
- WPS coverage
Illustrative qualification record
Connect the weld matrix to drawings, welders and field activity. Follow the work from its first record through inspection and final documentation.
What it connects
- Weld matrices and QR-linked records
- Welder and WPS traceability
- Field, shop and office visibility
Connected recordSample data
- Weld
- W-1027
- Drawing
- ISO-1042 · Rev. 02
- WPS
- WPS-101
- Welder
- Demo Welder 014
Weld recorded
Maintain the factor-sheet entries used by the project, with an editable register that keeps the reference values organized for the team.
What it connects
- Structured factor entries
- Add and edit factor rows
- Shared project reference values
- Save and synchronization feedback
Connected recordSample data
- Sheet
- Project factor sheet
- Entry
- Sample factor row
- Reference
- Project-defined values
- Context
- North Ridge Demo
Illustrative factor entry
Build NDE requests from the weld record, follow examination progress and connect the returned results to the right welds. Keep the quality evidence close to the work.
What it connects
- NDE requests and requisitions
- Examination methods and linked results
- Technician certification visibility
- Inspection reports connected to welds
Connected recordSample data
- Weld
- W-1027
- Inspection
- Visual inspection
- NDE method
- RT
- Report
- DEMO-RT-042
Result: accepted · sample
Locate bolted connections on spool drawings and keep their joint details, tightening requirements and execution evidence connected.
What it connects
- Connection markers on drawings
- Bolt, gasket and torque details
- Execution records and supporting evidence
- Connections linked to the project scope
Available for projects with Bolt Torque enabled.
Connected recordSample data
- Connection
- BT-024
- Spool
- SP-014
- Drawing
- ISO-1042
- Evidence
- Joint details · execution record
Illustrative connection
Organize hydro test packages around their spool scope, procedures, instruments and supporting documents. Follow the package through testing and closeout.
What it connects
- Test packages and spool scope
- Drawings and supporting documents
- Procedures and instrument records
- Testing evidence and reinstatement tracking
Available for projects with Hydro enabled.
Connected recordSample data
- Test package
- DEMO-HYD-008
- Scope
- Line 100 · sample
- Records
- Procedure · instruments
- Closeout
- Test evidence · reinstatement
Illustrative test package
Bring progress and quality information together for project conversations. Explore the records behind a number and keep reporting connected to the work.
What it connects
- Welding progress and production
- Inspection and NDE status
- Project reporting and exports
Connected recordSample data
- Sample welds
- 24
- Welded
- 18 / 24
- NDE results
- 12 / 16
- Open items
- 4
Fictional project snapshot
Bring project records and supporting documents into turnover. Keep the connection between what was built, what was inspected and the evidence being handed over.
What it connects
- Connected project documentation
- Evidence review and outstanding items
- Organized turnover packages
Connected recordSample data
- Package
- DEMO-TOP-001
- Scope
- Line 100 · sample
- Weld record
- W-1027
- Evidence
- Weld · inspection · NDE
Package preview