Mass or bulk update function in WeldTrace

Bulk Update

Bulk Update makes the same change to many welds at once, for example allocating one WPS and crew to the welds of a drawing, or recording the heat numbers for a batch of completed welds. Click the Update button on the Welds page to open it.

Click "Explain this function" next to a page title for a narrated walkthrough of that page, or the book icon beside it to open this article.

Step 1 - Find and select the welds

Find and select the welds
  1. Weld status: pick the stage of the welds to change. Planned welds are not welded yet and still need their WPS or welders; Allocated welds have their WPS and welders but no date welded; Completed welds have a date welded;
  2. AND / OR: AND finds the welds that match every condition, OR the welds that match any of them;
  3. Add condition: add another condition;
  4. Field: what the condition looks at: the drawing number, the item (when the project groups its welds, with the project's name for them: Item, Spool, Assembly or Piece), the tag number, the weld number, the WPS number or the date planned;
  5. Condition: equal, not equal, contains, starts with or ends with (greater than or less than for the date). "Not equal" on the item also finds welds without an item;
  6. Value: what to look for;
  7. Search: list the matching welds;
  8. Matching welds: the number in orange counts the welds that match;
  9. Select all: tick the box in the heading to select every matching weld, or tick the welds one by one;
  10. Weld's selected: the number in blue counts the welds selected;
  11. Update: open the form for the selected welds. It is disabled when no weld, or more than 1,000 welds, are selected. Clear starts the selection again;
  12. Item: when the project groups its welds, each weld's item shows next to its drawing.

Step 2 - Enter the values for planned and allocated welds

Enter the values
  1. The heading shows the number of welds selected and their stage;
  2. WPS # - Rev: pick the WPS;
  3. Welder ID Root, Fill and Cap: only the welders qualified to the WPS are listed. When you enter a date welded, all three passes need a welder;
  4. Date Welded: entering it marks the welds completed;
  5. Material 1 and Material 2: the heat numbers of the materials joined;
  6. Machine ID and Consumable: the welding machine and the filler metal batch numbers;
  7. Custom fields: the project's two custom fields, named in the project configuration, when it has them;
  8. Comments;
  9. Save updates the selected welds (Step 3). Cancel closes the form without saving.

Step 3 - Saving the changes

Saving the changes
  1. Before saving, a message tells you how many welds will be updated and asks you to confirm. The update then runs in the background, you are taken back to the Welds list, and a message shows at the top right when it is done.

Take care: the values in the form overwrite what the selected welds already hold. If two of the selected welds already had a WPS, welders or heat numbers, they are replaced by what you entered. A field left blank clears that field on every selected weld, so if you only mean to change the comments, the WPS, welders and heat numbers of those welds are cleared. To change one field on a few welds, use the Weld Log instead.

The custom fields are the exception: a custom field left blank keeps each weld's own value. Enter a value to set it on every selected weld.

Step 4 - Completed welds

Completed welds

Pick Completed in Weld status, then find and select the welds as in Step 1.

  1. The heading shows the number of welds selected and their stage;
  2. For completed welds, only the material heat numbers, the consumable batch numbers, the custom fields and the comments can be changed. The WPS, welders and date welded are not changed;
  3. Save updates the selected welds, as in Step 3.

Alerts

WeldTrace checks the materials and welders you pick against the WPS and the welders' qualifications, and shows an alert at the top right when:

  1. The P-number of a material is not within the P-number range the WPS is approved for, for example "Please check the material 1's (A234) P number. It may not be within the range of the WPS (WPS-102-Rev.1) selected";
  2. The thickness of a material is not within the thickness range the WPS is approved for, for example "Please check the thickness of the material 2 (B23457) selected. It may be outside the WPS (WPS-102-Rev.1) range 0.15 - 0.4 in";
  3. The thickness of a material is outside the range the selected welders' qualifications cover.

Several alerts can show at once, for example when the second material is also outside a range. You can ignore an alert and save.

Read the next article: Visual Inspection of Welds