Add welders and their qualifications to WeldTrace

Add Welders

You may add welders and their qualifications/certifications to WeldTrace. Welders who are employed by your contractor or another company may also be added to WeldTrace. 

You can add one welder at a time or import a CSV (Excel) file and add the records for many welders at once.

Add a Welder

Add one welder at a time
  1. Enter the welder ID. This has to be unique e.g. the initials followed by a number, like WD1 – no duplicates allowed, minimum 2 characters, max 12, Special characters other than “-“ or hyphen are not allowed;
  2. Enter the full name of the welder (mandatory field);
  3. The welder's email address (optional). The welder will be notified via email of expiring qualifications;
  4. Welder's stamp number (optional);
  5. Name of the company the welder is employed by. Your company name will be shown here as default;
  6. If you click this button, you will be shown the list of contractors and you pick one or add a contractor;
  7. Pick the division, if applicable;
  8. You can create a division via this button;
  9. Upload a photograph of this person by clicking on the pen icon. You will be able to resize the image (see this article about uploading an image and resizing it - click here);
  10. Select the WPS and its version and enter the original test date. The WPS must be already entered into the WPS section (read this article about adding a WPS - click here). Only the WPS that are marked as qualified will be shown here;
  11. Enter the WPQ number and revision. The report number is optional;
  12. Upload the WPQ file in PDF format;
  13. When you click this button "Add another WPS Qualified" a new row will be created;
  14. You can add another set of records here;
  15. The "X" button at the end of the row is to delete a BYO welder qualification. This button will be disabled if this record has been used in any project. This button will always be disabled if the welder qualification was created (i.e. written in the WPQ module) in WeldTrace;

Import Welders List

Click on the "Import CSV File" button in the welders list page and you will be taken to this page:
Import welders list
  1. Import welders list page;
  2. Download the template file;
  3. The downloaded file will appear in the browser's downloads area;
  4. Once you populate the data, click on this button to import the csv file;

Populate the csv template

Welders and their qualifications in a csv file format
  1. Enter the welder ID in column A and the welder's full name in column B (mandatory fields);
  2. Enter the welder's division in column C - if the company has multiple divisions or else leave it blank. If you enter a name here, it must match the name of the division already created under the "Organization - Division" section;
  3. Enter the welder's company name in column D if the welder works for one of your subcontractors or else leave it blank. If you enter a name here, it must match the name of the contractor already created under the "Organization - Contractor" section;
  4. Enter the WPS number and revision to which the welder is qualified to (must be already added to the WPS library) in columns H and I and the WPQ (welder qualification) number and revision in columns J and K. The report number is optional;
  5. The date of qualification in the account date format e.g. Apr-14-2021 or 14-Apr-2021;
If you need to create multiple welder qualification records for a welder, copy the values in columns A to G for all the rows as shown in this screenshot
Please note that t he column headings should not be edited and new columns should not be introduced

If there are errors in the data

Uploaded csv file with errors
  1. If the data in the uploaded csv file cannot be imported, you will see this warning message;
  2. This cell is highlighted to indicate an error. In this case, a contractor by the name "ABC Co" has not been added to the "Organization - Contractor" menu;
  3. The error in this cell is due to a typo. This WPS number has not been added to the WPS library (either added as a BYO WPS or created in WeldTrace);
  4. The date added (please check the previous screenshot) was not in the correct format, even though the date appears to be correct;
  5. The "Create" button will be disabled if there is any error in the data;
  6. You can fix the errors and try uploading again;

If there are no errors

Uploaded csv file with no errors
  1. If there are no errors, you will not see any cells highlighted in red;
  2. The "Create" button will also be enabled;

New Welder Record

Welder data created from the data imported
  1. Once the import process is completed, you will see new records created;
  2. All the data entered will be added to that welder's record;
  3. In this case, the imported csv file had data in two rows for this welder. So, two welder qualification data sets were created;
  4. Welder continuity records will also be automatically created (read the section below);
  5. You may edit and upload a photograph and upload the welder's WPQ files;

New Welder's Continuity Record

New welder's continuity record created automatically
  1. This is the welder continuity report for the welder's records imported through the csv file;
  2. You can see that there are three different processes for which this welder is qualified to. So, three sets of records are shown for this welder;
  3. In this case, both the WPS had GTAW-manual and GMAW-Semi-automatic processes. So, for these processes, both the WPQs are listed. Once the welder is used in a project and performs a weld to any of these processes, you will see data in the Project Number, Weld Number and Pass columns (you need to open the accordion to view these details). The date welded shown here is the test date of the WPQ;
Read the next article: Edit a Welder's Record

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