Set up the project.
Track the work.
Manage completion.
Metrix gives your team a place to manage project work, record inspections, coordinate NDE and heat treatment, and prepare quality documentation. Its AI assistant helps managers review progress and identify outstanding work.
Work items use system, line and drawing references. Inspection records and supporting documents can be found with the work they belong to.
A conceptual relationship map; activities depend on project scope.From project setup
to final documentation.
These steps show what teams do in the application. Inspection and treatment requirements vary by project; not every work item goes through every step.
Establish the project
Set up systems, lines, drawings and teams.
Create the project structure, add drawings and set the inspection and treatment requirements that apply. Assign construction and quality personnel. Upload specifications, procedures and other project documents.
Users can find their assigned work and the drawings or requirements that apply to it.
Requirements / Procedures / People
Execute and inspect
Record welding, inspections and flange work.
Construction teams record work and request welding materials. Inspectors sign fit, root and final inspection stages. Weld records include welder and filler-metal information. Flange records hold torque documentation and signatures.
The trackers show updated work status, completion and the records associated with each item.
Coordinate specialist work
Request NDE or heat treatment and receive reports.
Create requests for the welds requiring NDE, preheat or PWHT. Assigned specialist teams use their portals to view requests and submit reports or charts. Equipment and calibration information can accompany the heat-treatment records.
QC can review a submitted report against the relevant weld. A vendor upload is not the same as QC acceptance.
NDE / Preheat / PWHT / Supporting records
Verify the record
Review reports and follow rejected or pending work.
QC reviews inspection records, NDE reports and heat-treatment charts, then records the appropriate decision. The team can follow rejected submissions, repairs and outstanding requirements, with relevant procedures and certificates available in the project.
Managers and inspectors can see work still needing attention and review the records behind its status.
Human review / Related evidence
Prepare testing and turnover
Prepare pressure-test and turnover packages.
Select systems, lines or drawings for a hydrostatic or pneumatic test package, then record test results and signatures. Separately, build a turnover package using the drawings, inspection reports, specialist records and torque documents related to its scope.
Review a preliminary turnover package and see missing required documents. Finalization is blocked when required documentation is incomplete; a finalized copy is preserved.
Test packages and turnover binders are separate deliverables.
Understand the project
Use dashboards, reports and AI to review progress.
Check completion by system, line or drawing and review daily reports. Ask Metrix AI which welds remain, what is waiting for specialist work, which torque records are missing, or what may prevent a test or turnover scope from being ready.
Use the answer to decide which records to inspect and what your team should follow up on. The AI provides information; your team manages the work and makes approvals.
Reporting and read-only AI assistance
Get a project update
by asking a question.
Ask “What is holding up System 123?” Metrix AI can review recorded inspections, pending NDE or PWHT, missing torque records and package readiness information within your access. It can point out outstanding items and link to relevant records.
Ask about a procedure or certificate and it can search the available project documents and provide source references. This helps managers investigate an issue and decide what to follow up on.
The assistant is read-only. It does not schedule crews, change records or approve quality work. It reports what the available project information supports and identifies gaps that need verification.
“How many welds are left in this system?”
“Which welds are waiting for PWHT?”
“What is missing from this turnover package?”
What the main tools do.
Each tool handles a specific part of project quality management.
- Weld quality
Track weld completion, fit/root/final inspections, welder performance and repair status.
Open a weld to see its inspection history and supporting records.- NDE & heat treatment
Request NDE or heat treatment and review the reports and charts vendors submit.
Keep requests and submissions associated with the relevant work.- Flanges & torque
Track flanges and manage torque sheets, signatures and calibration certificates.
Find the torque record for the flange it belongs to.- Welding materials
Manage filler-metal requests, issues, returns and lot/heat records in the rod room.
See material request and FMR information associated with a weld.- Documents & qualifications
Store project drawings, specifications, procedures, welder qualifications and certificates.
Find the documents needed to perform or review the work.- Pressure-test packages
Build hydrostatic and pneumatic test packages for selected systems, lines or drawings.
Record test results and signatures with the package.- Turnover
Build turnover binders from related project documents and identify missing required records.
Review preliminary packages before preserving a finalized copy.- Reporting & Metrix AI
Review completion and daily activity; ask AI about outstanding work and project documents.
Use recorded information to decide what needs follow-up.
Each team uses the tools
for its assigned work.
Construction teams record execution. Inspectors record inspections. QC managers review submissions. Assigned NDE and heat-treatment teams receive requests and return reports.
Access depends on the user’s role and project assignment. Metrix AI uses only the project information that user is allowed to access.
See how Metrix manages
your project’s quality.
See the trackers, inspection workflows, vendor submissions, package builders and AI project assistant in a working demonstration.
Tell us about your project and the quality work your team needs to manage.