Welders
This knowledge base article is about adding and managing welders in WeldTrace.
- All the welders in your account will be listed here. Click on a welder ID to view that welder's qualifications and other details of that welder;
- The status button for active status is a tick mark. A cross indicates that the welder is marked as inactive (can be seen only when you slide the status button - see point. 13);
- If your account is in the Pro plan, you can give login access to welders. If a welder has been given login access with no restrictions on login, this icon will appear with a blue border. Welders who are given login access, but are restricted from logging in, this icon will have a red border. Check this article to learn more: Login for Welders;
- The traffic lights here will show the number of welder qualifications that are current (green), expiring within one month (orange) and the number of qualifications that have expired (red);
- The traffic light colors for the qualifications by process column will show the processes that are current (green), expiring within one month (orange) and those that have expired (red);
- Click here to add a welder and the welder's qualifications (see the next article for details - Add Welders);
- Click here to do a bulk file upload of the BYO welder qualifications (see the next article for details - Add Welders);
- Click here to view the welder continuity report for all the welders;
- Click here to open the interface where you can manually extend a welder's continuity;
- Click here to view all the records for manual extension of welder's continuity;
- Click here to add welders and their qualifications (BYO i.e. generated elsewhere) by importing a CSV file. A CSV file (comma separated values) can be edited using Excel;
- Click here to export the welders list to a CSV file that you can open with Excel;
- Only the welders with the 'active' status will be available for use in projects. Slide this button to view the "inactive" welders. You will have to edit a welder and change the status manually to inactive or active. This will not be done automatically;
- You can search for welders by their ID, name, company name, etc;
Read the next article:
Add Welders
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