Welding: full feature list

Records it tracks

Structured records with their own fields, status and history. Standards are free text, so ISO 9606, ASME Section IX, AWS D1.1 and API 1104 qualifications can all be recorded.

Welders

Full name, identification or stamp number, date of birth, start date and active or inactive status. Inactive welders drop out of the dashboard, alerts and reminder emails.

Welder qualifications

Standard, welding process, material group, product type, joint type, position, thickness range, diameter range, backing, date qualified, examining body, certificate number and notes — linked to the welder.

Continuity confirmations

Confirmed on, confirmed by, method, evidence link and next confirmation due. Saving a confirmation moves the qualification's next continuity date forward; with no date entered it adds six calendar months.

Continuity safeguards

A qualification can never be saved without a continuity date, confirmations cannot be entered out of date order, and a retried save does not record the same confirmation twice.

Revalidation

Revalidation basis of three-year, two-year (NDT) or unlimited (ISO 3834), with a revalidation due date watched separately from continuity.

Welding procedure specifications (WPS)

Reference, standard, process, material group, thickness and diameter ranges, position, joint type, draft / approved / archived status, document link and the supporting WPQR.

Procedure qualification records (WPQR / PQR)

Reference, standard, test date, examining body, certificate number, qualified ranges, source document and notes. Each WPS shows the WPQR that supports it.

Jobs, project documents and change history

Create a job or project, record its welding work and link supporting documents to their exact versions. See which procedures and documents were recorded against the job, with a history showing who changed what, when and why.

Job and project records

Record a job reference, customer, drawing and revision, then keep its weld records and supporting documents together.

Welding work recorded per job

Link each weld to its welder, qualification and issued WPS revision, with the recorded process, material heat, inspection state and evidence references.

Exact document versions

Link a job to a specific version from the document library. Later edits do not change that link. A notice shows when a newer library version is available; changing the job's link requires a review note.

Job change history

See who changed a job, weld or document link, when the change was made and its recorded reason. Document link history keeps the versions before and after an update, including attachment and removal events.

Controlled procedure revisions

Issue numbered WPS and PQR revisions with source documents and reviewer notes. Earlier issued revisions are retained, so a job can identify the revision recorded for its welding work.

Reviewed job traceability packs

Review and issue a job pack as PDF or Word. It retains the job, weld and linked document versions recorded when it was issued; later edits do not rewrite that pack. Withdrawal requires a recorded reason.

Export one job or the workspace

Owners and admins can download a ZIP containing CSV and JSON records, original files, retained document versions and a manifest with file checksums.

Dates it watches and how it alerts

Red, amber, green status

Continuity turns amber 30 days before it is due and revalidation 90 days before. Anything past its date is red. Each welder shows the status of their most urgent qualification.

Dashboard

Coverage bar of current, due-soon and overdue qualifications; tiles for active welders, live qualifications, items due in 30 days and overdue items; a needs-attention table filtered by status and welding process.

Alerts page

Overdue and due-soon continuity and revalidation items in one list, with an overdue count in the sidebar.

Email reminders

A daily run sends reminders 90, 60 and 7 days before a date, plus an overdue notice. The reminder days (1 to 365) and the recipient are set in Settings.

Missed-day catch-up

If a daily run is missed, the next run still sends the most urgent reminder owed. The same reminder is never sent twice for the same date.

Documents it stores

A searchable evidence library. PDF and Word files up to 10 MB each.

Ten document types

Welder qualification, continuity evidence, WPS, WPQR, NDT report, material certificate, calibration certificate, inspection report, audit evidence and other.

Linked to records and jobs

Each file can be linked to a welder, a qualification, a WPS, a WPQR or the company. Jobs can also link to the exact saved version of a supporting document.

Document version history

See earlier versions, who edited each version, when it changed and the recorded change summary. Earlier uploaded files are kept and can be opened or downloaded.

Suggested filing

Text is extracted from the file and a document type and matching record are suggested for you to confirm. Scanned files without selectable text are flagged.

Saved copies of generated forms

A form created in the document generator can be saved into the library as a reviewed Word copy.

Forms it generates (35)

Forms are generated from the information you supply and downloaded as editable Word, PDF or Markdown. Generating a form does not automatically create a tracked job, weld record, due date or alert. You can save a reviewed generated form in the document library and link its saved version to a job. US code formats use US units and terminology.

Getting data in and asking questions

PDF import

Upload a completed qualification certificate and the welder and qualification fields are extracted with a confidence score. You review every field before anything is saved; blank templates are detected and flagged.

Starter import

Paste existing data, for example from a spreadsheet, and review the draft welders and qualifications, with likely duplicates flagged, before saving.

Ask Soteriaa

Ask which qualifications are overdue, who needs continuity confirmation, what a named welder holds, which WPS uses a WPQR, or which documents mention a term. Answers come only from your workspace's records.

API and MCP for documents

Generate, save and export forms from your own tools or an AI agent using a scoped connection token.

Certificates and your own templates

Qualification certificate

A printable single-page A4 certificate for any qualification, with your logo, brand colour, address and footer note.

Template builder

Build qualification, welder, WPS and WPQR templates from sections and mapped fields, and set a default for each record type.

Your existing PDF forms

Upload a PDF form, have likely fields detected, map them to saved record data and print completed copies.

Workspace and settings

Business profile and branding

Business and legal name, certification scheme, default examining body, address, contact details, logo, brand colour and footer note used on every output.

Private workspace

Records are isolated to your company and the workspace is excluded from search engines.

Billing

One flat plan billed monthly or yearly, with a 14-day trial, managed from the workspace.