WeldEye® User guide
Qualifications. Version 54
Page 1 of 48
Table of content
5 Qualifications
5.1.Welder certificates
5.1.1.Moving between fields and choose text from drop-down menu
5.1.2.Create new certificate
5.1.3.Sign new certificate
5.1.4.Edit signed certificate
5.1.5.Copy certificate
5.1.6.Insert 6-month signatures in certificate
5.1.7.Remove 6-month signatures in certificate
5.1.8.Insert 2 year prolongation signatures in certificate
5.1.9.Remove 2 year signatures in certificate
5.2.Certificate search and surveys
5.2.1.Certificate search
5.2.2.Use of % wild card in search screens
5.2.3.Certificate Survey
5.2.4.Insert 6 month signatures from Certificate Survey
5.2.5.Insert 2 year signatures from Certificate Survey
5.2.6.Set certificates to Active or Inactive
5.3.Printouts
5.3.1.Printout of single certificate
5.3.2.Printout of Certificate Survey
5.3.3.Printout of more than one certificate (Batch print)
5.3.4.Printout of Certificate Survey via Print Tool
5.4.Prolongation Tool
5.4.1.Open Prolongation Tool
5.4.2.Example 2-year prolongation
5.5.Prolongation Reports
5.5.1.Open a Prolongation Report
5.5.2.Explanation to the Certificate prolongation report
5.5.3.Printout from Certificate Prolongation Report screen
5.5.3.1.Printout of Certificate Prolongation Reference List
5.5.3.2.Printout of Certificate Survey from Certificate Prolongation Report screen
5.5.3.3.Printout of Certificates from Certificate Prolongation Report screen
5 Qualifications
Introduction
In this part of WeldEye, you can add welders’ certificates in to the database and search for the added certificates. Please note that data inserted in the Personnel part of WeldEye are linked to welders’certificates.
In this part of WeldEye you are also able to use the Prolongation tool to search for references that can be used for 6-month updates and 2-year prolongations.
When using WeldEye to administrate personnel’s test certificates, you are required to register the personnel before adding the welders test certificates. See Chapter Personnel.
This part, Qualifications, is divided in:
-Search
-New
-Prolongation Tool
-Prolongation Reports
5.1.Welder certificates
5.1.1.Moving between fields and choose text from drop-down menu
To move between fields in a certificate, you can:
- Use your tabulator key on your keyboard to move between fields.
- If the field contains a drop-down menu, you can use the arrow keys on your keyboard to navigate up and down in the drop-down menu.
- When your wanted text in the drop-down menu is highlighted, hit your tabulator key. By hitting your tabulator key, you will choose the text to insert in the field and move to the next field, in one operation.
- If you want to go back to the previous field: Hold the Shift key down and hit your tabulator key once. By holding the Shift key down and hit the tabulator key several times you will move backwards in the fields.
- You can also use your mouse to move between fields, and double-click on the text in the drop-down menu to choose the wanted text.
- In a field containing a drop-down menu, you can type in the first letters or numbers. If there is a match, the drop-down will open and the cursor will automatically move to the first matched text.
5.1.2.Create new certificate
In this chapter we will describe how to create new certificates in WeldEye. Certificate creation is permission based. If you cannot see the menu button, you do not have the permissions to create certificates.A user can do different tasks within a certificate.
These tasks are based on what kind of permissions or roles the user has.
To create a new certificate, please do the following:
- From the left side menu, choose Qualifications->Newandthen the preferred type of certificate. (For example EN-287-1:2004) The following will be displayed:
Fig. 1:
1. Select a national prefix from the drop down menu 1.(BS=British Standard, NS=Norwegian Standard, SS=Swedish Standard)
2. Select a personfromthe drop down menu 2. Personnel registered in Personnel Record will be available in the drop-down menu.
3. Now you can save the document by pressing the Save icon. (Icon 3 above)
It will then appear more buttons on the top of the screen:
Explanation to the icons/buttons/fields:
Back:Takes you back to the last updated screen.
Save:Saves the changes made in the document.
Save as:”Copy function.” If you have a certificate you want to copy into a new one, you can open an existing certificate and save it as a new document.
Log:A log is a” history” of the certificatethat can be viewed.
PDF:A click on this icon will create a PDF file of the certificate. The PDF opens in a new window. (Prerequisite that Adobe reader is installed.)
:Print icon. To be used to create a PDF file via Print Tool. For example if you need to create a PDF file of more than one document.
Delete:Deletesthe certificate.
Active:Check-box to indicate if you want the test certificate to be active or inactive. The default is Active. If the tick in the check-box is removed (click on the check-box to do so) and then press Save, the test certificate is inactive. It means that it is still in the database, but you have to search specifically for it.
1 above:Drop-down menu where you can navigate in the document. You will find additional pages in the drop down menu where you can add a PDF file to a test certificate.
Open Month:See Fig. 2 below
Open year:See Fig. 2 below
2 above:Defines what kind of certificate the user is working with. (In this case EN 287-1:2004 Steel.) Available certificate types in the drop down menu are EN 287-1:2004 Steeland EN ISO 9606-2:2004 Aluminium.
Two Testpieces: Check-box (3 above) is marked if the approval test is based on two test pieces. If unmarked, the layout will display “one test piece screen”.
Fig. 2:
If atest certificate has been signed 8 times in a 6 months period and extended for 2 years twice, all the signature fields will becompleted.
To insert new 6-month signature when area 1 above is “full”, press the Open Month button. The top line (2 above) will be empty so that a new 6-mont signature can be added.
To insert a third 2-years prolongation, press the Open Years button. The top line (3 above) will be empty so that a third 2-years prolongation can be done.
4. Fill in the data in the columns for Test piece(s). See Figure 1.
5. When all the data is filled in, the Range of Qualification will automatically be filled when you press save.
Note that all the fields with the icon to the right aredrop down menus. The values can be chosen from the drop down menu, or you can just start to type. When you start typing, the pointer will chose the first value from the drop down menu which matches what you are starting to type.
5.1.3.Sign new certificate
The new certificate can be “signed” by inserting the Date of welding (1 below), Date (2 below) and type in the “signature”manually in Examining body (3 below)
Dates can be inserted by choosing it from the calendar or insert it manually. The calendar opens by click on the calendar icon. If inserted manually, the correct date format set for the user needs to be used.
Press the Save button.
The test certificateis now “signed”. The fields Validity until (6 months / 2 year) (4 and 5 above) will be automatically filled with basis in value in Date of welding field.
5.1.4.Edit signed certificate
After a test certificate is signed in the Date field the test certificate is “locked”. You must have the right permission to open it again.
To change the content of a certificate, please do the following:
- Remove the value from Examining body field(3 above) by mark it and delete the value.
- Click Save. Signature is removed, and the test certificateis editable. (”Locked up”)
- Do the changes needed.
- Insert a date in the field (2 above) or chose a date from the calendar. The calendar opens when you click on the calendar icon.
- Type in the “signature” manually in Examining bodyfield (3 above)
- Press Save. The changes are saved.
5.1.5.Copy certificate
If you have several identical or almost identical certificates in your company, you don’t have to punch in data in each field on every single certificate. In WeldEye you can create one, and then make certificates containing the same, or almost the same data. This is possible by using the Save asicon in the top menu.
Example:
A certificate exists for welder A. Welder B welded a test coupon at the same time. The condition for the test coupon was exactly the same for both of the welders. To make the new certificate for welder B, we do as follows:
- Open welder A’s certificate. This certificate may be locked for editing which is OK.
- Click the Save asicon. Dates and signatures will disappear. The certificate is now ready for editing.
- Choose the name to the person you want to make the new certificate for (Welder B). You choose from the list in the drop-down menu
- Insert the date and signature in the new certificate.
- Click the Saveicon in the top menu.
You have now created a certificate for welder B with the exact same data as welder A.
5.1.6.Insert 6-month signatures in certificate
The flow for an EN ISO welder certificate:
Add a new person -> Register a new certificate -> Certificate issuedfrom the Examining body -> 4 off 6-months signing by company -> 2 yearsprolongation byExaminingbody -> 4 off 6-months signing by company -> 2 yearsprolongation byExaminingbody -> etc.
In WeldEye it is possible to insert 6 month signatures in the certificate or insert 6-month signatures from certificate survey.
To insert a 6 month signaturein the certificate, please do the following:
- Insert the date in the field 1 byselect a date from the calendar or type a date.If you type in a date manually, the format must be the same as your user configuration.
- Sign it by pressing the Signature icon 2.
- Press Save icon in top menu.
The certificate is now updated for 6 months. The position and a typed signature (3 above) will be displayed after you have saved. New 6 month date is calculated and inserted in 4 above.
You can also insert 6 month signatures from the Certificate Survey. “See Insert 6 month signatures from Certificate Survey”
5.1.7.Remove 6-month signatures in certificate
To remove the 6-month signature in a certificate, please do as follows:
1. Click on the Revise icon for the signature you want to revoke. (1 below)
2. Click OK on the confirmation message.
3. Click the Save icon in the top menu. The 6 month signature is now revoked.
5.1.8.Insert 2 year prolongation signatures in certificate
After 4 off 6-month signatures, the certificate can be prolonged for 2 years. To perform the 2-year prolongation, please do the following:
- Click on the calendar button (2 above) and insert date prolonged.
- Click on the signature button (3 above)
- Save the certificate by click on the Saveicon (4)
Information in the fields Prolonged to, Position and Signature will be automatically filled after save.
A new date for Validity 6-month and 2-year will also be inserted automatically in fields 5 and 6 above after save.
Instead of using the calendar for inserting the dates, you can type the dates manually. You need to type the date in the same format as you have set in the User preferences.
5.1.9.Remove 2 year signatures in certificate
To remove the 2 year signature in a certificate, please do as follows:
1. Click on the Revise icon for the signature you want to revoke. (3 above)
2. Click OK on the confirmation message.
3. Click the Save icon in the top menu. The 2 year signature is now revoked.
5.2.Certificate search and surveys
5.2.1.Certificate search
In WeldEye you have the possibility to search for certificates based on your specific search criteria. This can be done in a Search screens. To get to the Search screens, please do the following:
Fromthe left side menu,clickon Qualifications->Search. This will open the Certificate Searchscreen:
In the above Search screen it is possible to search for certificates based on Welding Process, Parent metal, Index no, ID, Material thickness, Outside diameter, etc.
It is also possible to search for certificates which need 6 months updates or 2 year prolongation in a specific time period.
Explanations to the icons:
Save the search criteria’s in the search screen. Saved search screen will show up the next time you open the search screen.
Performs a search based on your search criteria
Counts the number of hits for a search.
Calendar icon. Used to insert dates. You can also insert dates manually. Date format must be the same as the one the user is set up to use.
Explanation to the fields:
Process:You can search for certificates by welding process.
Plate/Tube:You can search for certificates for tubes, plates or both.
Joint type:You can search for certificates by joint type.
Parent metal group:You can search for certificates by parent metal group.
Filler metal type:You can search for certificates by filler metal type.
Thickness:You can search for certificates covering a thickness range.
Diameter:You can search for certificates covering a diameter range.
Position:You can search for certificates by position for the weld test.
Single-/double sided:You can search for certificates approved for single sided or double sided welding.
Weld details:You can search for certificates by weld details.
Layer technique:You can search for certificates by layer technique. (multi layer or single layer)
WPS:You can search for certificates welded according to a certain WPS.
Certificate ref. no.:You can search for certificates by its reference number. Refer to the field: Certificate's ref. No, in WeldEye certificate.
Index:You can search for certificates by its Index number. WeldEye automatically creates a number when a document/information to the database is saved. This also applies for the certificates. On a certificate this number is called an Index number.
Expiry date:You can search for certificates by their expiry dates (6-month updates). You can type in a certain date or a period.
If you want to search for certificates that have expiry date a specific date, you need to type the specific date in both fields.
Prolongation date:You can search for certificates by their prolongation dates (2 year prolongation). You can type in a certain date or a period.
Signed by exam. bodyYou can search for certificates which are signed by Examining body or not using the different values in the drop-down menu. All is default. All: Both signed and not signed will show. Yes: Only certificates with a value in the Examining body field in certificate will show. No: Only certificates without a value in the Examining body field in the certificate will show.
Active:You can search for active certificates, inactive certificates, or both.
Name (person):You can search for certificates belonging to a certain person. Please note that you are required to start the typing with the person’s last name. Case sensitive.
You can also search for personnel, which have a last name starting with for example B. If you type in B only, in this field, and click on the search button, all personnel with last name starting with B will show up in the survey.
Person’s ID:The ID can be set as a search criteria in this field.
Department:The department can be set as search criteria in this field.
Test scope:In this drop down menu, you can choose to search for values from Test piece(s) column in certificates, or the Range of qualification column in the certificates.
If the Test piece is selected from the drop down menu, the system will search for values in the column for how a test piece is welded.
If Range of Approval is selected from the drop down menu, the system will search for values in the columnRange of qualification in the test certificate.
Order by:You can choose how you want the survey to be sorted. By:
You can also do sorting in the Certificate survey.
5.2.2.Use of % wild card in search screens
Example on usage of the % wild card in search screens:
If you insert 1.3 in the search field for Parent metal group, and at the same time choose Test piece from the drop down menu 1, WeldEye will find all the certificates which is welded on Parent metal group 1.3.
In a certificate it is only one field for Material group. (For example 1.3)
In the column for Range of qualification for Material group it is more than one value.
To search for information in a field which has several values, you can make use of the Wild card. A Wild card is for example the % sign. It works like this:
- If you insert 1.3 in the search field for Parent metal group, all the certificates containing material group which starts with 1.3 will show up in the Certificate survey.
- If you insert %1.3 in the search field for Parent metal group, all the certificates containing material group which ends with 1.3 will show up in the Certificate survey.
- If you insert %1.3% in the search field for Parent metal group, all the certificates containing material group 1.3 will show up in the Certificate survey.
- If you insert %1.3% in the search field for Parent metal group, and at the same time choose Range of approval in the search field Test scope, all the certificates containing material group 1.3 in Range of qualification column, will show up in the Certificate survey.