Using specific WPS, welders and machines in a project

When you create and configure a project you will need to select one of two options in the "WPS Configuration" step. 

There are some advantages as well as disadvantages in selecting the option "specific WPS, welders, and machines" instead of the "use all" option.

The advantage of using this method over the other option is to limit the exposure of all your welding documents in the WPS repository to those users who are not given access to the WPS repository. For example, an employee of a subcontractor may only be added to a project as a welding supervisor. This person may not have been given access to your WPS & PQR repository. If the "use all" option is used, all the WPS will be listed in the weld log and once you select a WPS, the link to view the document will be available in the weld details page. You will create a back door access to your WPS & PQR repository for unauthorized users unwittingly. 

The disadvantage, of course, is to search and sift through perhaps hundreds of WPS and select one by one. You will find a simpler method to select many WPS at once.

Select WPS, Welders & Machines to use in a project

Select WPS via search

Select Welders & Machines

1. These are the WPS already added to the project. If they are already used in at least one weld, you will not be able to remove them;
   
2. These are the welders already added to the project. If they are already used in at least one weld, you will not be able to remove them;
   
3. Click here to select more WPS to the project. A window will popup listing the remaining WPS in your repository;
   
4. You can select the process to filter the list;
   
5. The number of matching WPS will be shown here;
   
6. Click on this button to load all the WPS that are filtered and listed;
   
7. The WPS selected will be shown with two sets of fields - Welders & Machines;
   
8. When you click on this field, the list of welders that are qualified to that WPS will show up and you can pick the welders that are in continuity. The welders that are not in continuity or those with expired qualifications cannot be picked;
   
9. If you do not need some WPS, click on the red "X" button to remove them from the list;
   

You can visit this page anytime to add more WPS and welders or remove unused WPS and welders. You can keep your data safe from unauthorized users this way.

Read the next article: Project Roles & Access Control

• Related Articles

• Cloning Project Settings

  When a project is created, you will have an option to clone the settings of another project.  Clone project settings When you click on the "Clone Settings" button when creating a project, you will be shown a pop-up window where all the projects in ...

• Configuring a project

  Project Configuration Once you create a project it has to configured before it can be used. You must be logged in as the Super User or as an Account Administrator to configure a new project.  There are two steps in the configuration. If you wish to ...

• Project Analytics

  View the project data in an interactive analytics format to discover meaningful patterns. Project analytics is available only for the users of the Pro plan.  Button to view project analytics data Click here to view the project analytics data; Project ...

• Project Roles & Access Control

  This knowledge base article is about the project level roles and access control for the welding projects or jobs in WeldTrace.  The project level roles are different from the account level roles. Unlike the account level roles, the users performing ...

• Cloning a Project

  This article is about cloning a project into another project. If you are looking to copy or clone a project's settings alone, please refer this article. Only the Super User and Account Administrators who are given access to the "Admin" menu will be ...