Components are the valves, instruments, supports and other in-line items of a piping system, recorded beside its welds. Each component belongs to a drawing and a tag, and can belong to a spool. You can track its status from planned to completed, keep its photos, documents and heat number, test it in a pressure test pack, and include it in the Data Book. A flanged joint is a component too: it has a joint assembly record for its parts, BJAP, assemblers, tightening and leak test.

You can add components by hand, enter many at once in the Component Log, import them from a CSV or Excel file, or let WeldTrace's AI propose them from the bill of materials of your drawings.

Components are available on the Projects, Projects +, Projects ++ and Enterprise plans. Flanged joints, the BJAP library and joint assemblers (flange management) are available on the Projects ++ and Enterprise plans. To add components you need create access to Components; to change, delete or change the status of a component you need edit access.

Step 1 - Components list

Click "Components" in the project menu to open the list of the project's components.

1. Click "+" to add a component (see Step 3);
2. Click the grid button to open the Component Log (see Step 5);
3. Click the import button to import components from a CSV or Excel file (see Step 6);
4. Click the QR code button to print QR code labels for the components listed (see Step 8);
5. Click the export button to export the list or the Flange Log as a CSV file (see Step 8);
6. When the "Active" switch is green, only the active components are listed;
7. Search the list, and filter it by type (Valve, Instrument, Other or Flanged Joint) and by status (Planned, Installed, Inspected, Tested or Completed);
8. Click a component number to open its details (see Step 7). Click the arrow at the start of a row to see more about it;
9. The Info icons show whether the component is active, whether it has photos or documents, its type, its status, its pressure test result and where it came from (entered by a user, proposed by AI or added in review). Hover over an icon to see what it means.

To change the status of several components at once, tick them and use "Change status".

Step 2 - Components of a drawing

On the Drawings list, the Components column shows how many components each drawing has. Click the number to list only that drawing's components.

1. The drawing the list is filtered by. Click "×" to list the components of every drawing again;
2. Click the arrow at the start of a row to open it;
3. The component's type, status, result, tag, spool, serial number, heat number, location, dates, photos and documents, source and comments. For a flanged joint, the row also shows a summary of its joint assembly record.

Step 3 - Add a component

Click "+" on the Components list to add a component.

1. Component #: the component's number, for example V-101 or PI-12. It must be unique for its tag and drawing;
2. Type: Valve, Instrument, Other (for example a support) or Flanged Joint;
3. Name: what it is, for example "Gate valve 4in CL300";
4. Drawing # - Rev/Ver: the drawing the component is on;
5. Spool: the spool of that drawing the component belongs to (optional);
6. Tag Number: the tag of the drawing the component belongs to;
7. Serial # and Location;
8. Status: Planned, Installed, Inspected, Tested or Completed;
9. Date Installed and Date Inspected. They cannot be in the future;
10. Heat Number: pick the heat number from the project's materials. A flanged joint's parts and heat numbers are recorded in its joint assembly record instead (see Step 10);
11. Click "Save". The component's details page opens, where you can add photos and documents.

The date tested and the test result are recorded in the pressure test pack (see Step 9).

Step 4 - Components from AI drawing extraction

When you extract drawings with AI, WeldTrace reads each drawing's bill of materials and proposes its valves, instruments, supports and flanged joints as components. They are listed below the drawing in Review AI Extracted Data, where you check them, place the ones the AI could not locate and add any the BOM did not list.

1. Filter the proposed components: All, Needs check, Added or Rejected;
2. Click a component to check it and move it on the drawing;
3. The BOM item it comes from, and which piece of it this is;
4. Its status in the review;
5. A component the AI could not locate is "to place": pick it and click the drawing where it is.

When you click "Create Welds & Components", the components are added to the Components list with a marker on the weld map. Please read the article "Automatic weld mapping with AI" for each step of the review.

Step 5 - Component Log

The Component Log lists every component of the project in a spreadsheet grid, so you can enter and change many at once.

1. Type in the grid to change a component. Type in the empty rows at the bottom to add components. Drawing # is the drawing number; leave Rev empty for its latest revision;
2. The columns: Component #, Type, Drawing #, Rev, Spool, Tag #, Name, Serial #, Location, Heat #, Status, Date Installed, Date Inspected and Comments. The Result column is filled from pressure test packs;
3. Click "Add 10 rows" for more empty rows;
4. Click "Save". Nothing is saved if any row has an error; the rows with errors are marked so you can correct them.

Step 6 - Import components

1. Click "Choose CSV or Excel file" and pick the file. Its rows are checked and listed;
2. Click "Download Template" for a file with the right columns: Component #, Type, Drawing #, Rev, Tag #, Item (the spool), Name, Serial #, Location, Heat #, Status, Date Installed and Comments. The columns can be in any order;
3. How each column is read. A blank Status means Planned, and leave Rev empty for the drawing's latest revision;
4. Click "Import" to add the components.

Nothing is imported if any row needs correcting.

Step 7 - Component details

Click a component number on the list to open its details.

1. The component's number, type, status, whether it is active, and its name;
2. The History button scrolls to its history. "Back" returns to the list, "Edit" changes the component and "Delete" deletes it;
3. Its status and the dates it was installed, inspected and tested, and its test result;
4. Its type, serial number, drawing, tag, spool, location and comments, and who created and last changed it;
5. Its heat number, lot number, material and certificate. Pick the heat number under "Edit";
6. The pressure test packs it was tested in, with the date tested and the result;
7. Click "Add files" to add photos, data sheets or certificates. Add a caption to each;
8. Every change to the component: who made it, when, and what changed.

The "Component History" report on the Reports page lists the changes to all the project's components.

Step 8 - QR code labels and export

1. Click the QR code button to print a label for each component listed: its number, name, drawing and tag, and a QR code that opens the component in WeldTrace. Choose the label format and click "Generate QR Code";
2. "Components" exports the list, as filtered, as a CSV file;
3. "Flange Log" exports each flanged joint's assembly and parts as a CSV file.

Step 9 - Components in pressure test packs

Components are tested with the welds in a pressure test pack. Open "Pressure Test" in the project menu and click "Create".

1. Tick the welds to test;
2. The components on the chosen welds' drawings are listed below the welds;
3. Switch off "Only the chosen welds' drawings" to search all the project's components;
4. Tick the valves, instruments and other components to test with the welds. "Already in" shows the packs a component is already in.

The components are added to the pack when it is created. On the pack's edit page, the "Components" card lists them: enter each component's result (Passed or Failed) and date tested, and click "Save Results". The result and date go to the component's details. Use "Add Components" to add more. To change the components of a completed pack, revise the pack.

Step 10 - Flanged joints and flange management

A flanged joint is a component of type "Flanged Joint". Its details page has a joint assembly record that follows ASME PCC-1–2022: the parts, the BJAP, the assemblers and tools, the tightening passes, the inspection and the leak test. Click "Start the assembly record" to begin it.

1. The steps of the assembly: Planned, Assembled, Torqued (or Tensioned), Inspected, Tested and Completed;
2. Click "Mark …" to move the joint to its next step. "Break and re-make" records a joint taken apart and made again, as a new assembly;
3. The joint's class, size, service, date assembled and inspector;
4. The BJAP (Bolted Joint Assembly Procedure) the joint is made to, and its bolts. The BJAP sets the tightening pattern and the passes;
5. The parts: flanges, insert, gaskets, bolts or studs, nuts, washers and lubricant, with their heat numbers, and the preparation of the flange faces;
6. The joint assemblers who made the joint, with their qualifications, and the tools used, with their calibration;
7. Click "Save set-up" to keep these details.

After the set-up, record the readings of each tightening pass, the inspection and the leak test. A leak test can also be recorded from the pressure test pack the joint is tested in.

Flange management has three parts:

• BJAP Library and Tightening Patterns: Library → Flanged Joints. Please read the article "Flanged Joints";
• Joint Assemblers: Personnel → Joint Assemblers, with their qualifications. Please read the article "Joint Assemblers";
• Flange management records: the joint assembly record of each flanged joint, the Flange Log export (see Step 8) and the Flanged Joints List in the Data Book (see Step 11).

Step 11 - Components and flanged joints in the Data Book

Open the Data Book of the project and its configuration to choose what the Data Book includes.

1. "Components List" lists the components by tag, drawing and spool. Include their pressure test results and photos if you need them;
2. "Flanged Joints List" lists the flanged joints and their joint assembly records. You can also include the tightening passes and readings, the assembly history (break and re-make), the list of joint assemblers and their qualification certificates.

Step 12 - Components in the Pressure Test Pack section

1. In the "Pressure Test Pack" section, "Include Components Tested in the Pack?" adds the components of each pack, with their results, to the pack's pages.

Read the next article: Flanged Joints