How Metrix Works
Structured Project Framework
Metrix mirrors real field structure — systems, lines, drawings, and welds tied together inside one controlled project hierarchy. Inspection and heat treatment requirements are defined once at the line level and enforced automatically across every connected record.
- Systems break down into lines. Lines tie directly to drawings. Drawings contain welds.
- Line-level NDE percentages and PWHT requirements are configured once — not recalculated in spreadsheets.
- Every weld automatically inherits its code, inspection rules, thickness thresholds, and reporting structure.
- One structured source of truth — no duplicate data entry, no disconnected logs.
Automatic Inspection & PWHT Enforcement
The moment a weld is logged, inspection and heat treatment requirements are enforced automatically. Line-level rules drive NDE percentages, thickness-based PWHT, and welder shot tracking in real time — without manual calculation or spreadsheet tracking.
- RT / MT / PT / UT requirements triggered automatically based on line rules.
- Thickness-driven PWHT requirements enforced instantly at weld entry.
- Welder percentage shot tracking calculated and monitored live.
- Outstanding NDE and PWHT work visible before hydro or pneumatic scheduling.
- Inspection status tied directly to system, line, and drawing for full traceability.
Centralized QA Vault
All governing project documents, procedures, certifications, and specifications are centralized inside a structured QA vault tied directly to the active project. Instead of scattered folders or shared network drives, all quality documentation is organized, controlled, and accessible in one place for inspectors, supervisors, and management.
- Project specifications, client standards, contracts, and quality agreements stored with the project.
- Applicable codes, governing standards, and reference documents organized by category.
- Welding procedures (WPS), NDE procedures, PWHT procedures, and inspection requirements stored in one controlled location.
- Inspection & Test Plans (ITPs), bolting procedures, and testing procedures available to field inspectors.
- Inspector and technician qualifications documented and accessible for compliance verification.
- Subcontractor quality requirements and supporting documentation captured for accountability and audit defense.
- A structured QA document vault replacing disconnected shared drives and scattered project folders.
Hydro, Pneumatic & Turnover Automation
Hydro and pneumatic test packages are generated directly from verified live project data. Instead of manually assembling binders from spreadsheets, drawings, and folders, the system automatically compiles the required documentation based on the selected system, line number, or drawing boundary.
The user simply defines the package scope and the platform builds the documentation automatically using the data already captured throughout the project.
- Select the package boundary by system, line number, or individual drawing.
- Assign the test package number and define the test parameters.
- Enter the operating pressure, test pressure, and select the test media.
- Select the pressure gauge being used and the system automatically pulls the associated calibration certificate into the package.
Once the scope is defined, the platform automatically compiles the required documentation:
- Associated P&IDs are automatically pulled into the package and can be opened directly inside the application for boundary markups.
- Drawings tied to the selected system or line number are automatically included.
- Weld maps, weld logs, and NDE summaries are generated from live project data.
- Supporting inspection records and documentation already tied to the welds are included automatically.
- Hydro or pneumatic test procedures are pulled directly from the QA standards vault.
- The package cover sheet is automatically generated and populated with project information, contractor and client information, test pressures, media type, and package identification.
Because the system pulls information from verified project data, the package is built automatically without manual binder assembly. This dramatically reduces the time required to prepare hydro, pneumatic, and turnover documentation while ensuring the package is consistent with the latest inspection records and project data.
Field Operations & Automatic Reporting
Every action performed inside the system automatically feeds structured reporting for inspectors, supervisors, and management. Instead of manually writing daily reports or compiling activity logs, the platform records all inspection activity throughout the day and generates formal reports automatically when the user closes out their workday.
Inspectors perform their normal work inside the application—logging weld inspections, signing off welds, uploading NDE or PWHT reports, attaching documentation, issuing RFIs, generating hydro packages, or completing other quality activities. Each action is recorded and tied to the project timeline.
At the end of the day, the inspector simply selects “Close Out Day.” The system automatically compiles that day’s activity into a structured PDF daily report.
- Weld inspections, approvals, and rejections performed during the day
- NDE and PWHT reports issued or received
- Documentation uploaded and associated with welds or inspections
- Hydro or turnover packages generated
- RFIs, QC approvals, and other quality actions recorded
The system automatically generates the inspector’s daily report as a PDF, saves it to the inspector’s project record, and sends a copy to the QC manager for review.
QC managers follow the same process. When the QC manager closes out their day, the system generates a manager-level daily report capturing their activities, approvals, and project oversight actions.
At the same time, the platform automatically compiles a consolidated project report that includes:
- All inspector activity for the day
- QC manager actions and approvals
- Administrative and project-level actions performed in the system
This consolidated report is automatically generated and delivered to corporate quality leadership, providing full project visibility without manual report preparation.
All reports are stored within the project record for traceability, documentation control, and audit defense.