Coming from the legacy app

If you used the previous version of MaxTrax, this page is your map to what’s different. MaxTrax has been rebuilt from the ground up on a new platform, and the goal was full parity — everything you did before, you can still do. Most of what changed is where a task lives or how a screen looks, not whether the capability exists. Below, the changes are organized by the work you do, each with a link to its detailed guide.

Note

Your data comes with you. Accounts, welds and their history, inspection and NDT records, documents, and report definitions are migrated for you during a planned cutover window — you don’t re-enter anything, and the migration is run for you, not something you do. The first time you open the rebuilt app after a quiet period it may take a few seconds to wake up; see Working offline for what the loading and sync signals mean.

Signing in and your role

Signing in works the same way — your administrator creates your account, and you see only what your role allows. Two things changed:

• Roles now have clearer, job-based names. The same permissions carried over exactly, but the labels you see are plain-English job names — for example Weld Associate and NDE Inspector. What each role can do is unchanged; only the wording is friendlier. Administrators can see the full map in Roles & capabilities and the exact stored names in the Roles & permissions reference.
• You may be asked for a one-time authentication code. Depending on how your project is set up, MaxTrax can require a time-based one-time code in addition to your password. If yours uses it, you’ll be guided through setting it up when you sign in.

See Getting started for the basics and Manage users & roles for account setup.

Welds and the weld lifecycle

This is the area with the most visible improvement. The core act of recording a weld’s progress is still here, and completing a weld — recording its weld date, the welders and processes used, filler heats, and joint details in one step — works the way it did.

• The weld list is now the weld matrix: a grouped, color-coded grid with column-group toggles, a Comfortable/Compact row-height choice, and saved views. See The weld matrix.
• Complete a weld records the same details as before, from the weld’s row or drawer. See Complete a weld & test-package sign-off.
• The repair workflow and moving welds between ISOs are both here — see Repair a weld and Move welds.
• A weld’s status still drives everything; the lifecycle rules are written out in the Weld status lifecycle reference.

Inspection and NDE

Recording an inspection result and logging a film interval are unchanged in substance. The NDT side gained the metadata and defect detail the legacy app captured, so nothing is lost when a radiograph is logged.

• Record an inspection result and Record a film interval result cover the day-to-day tasks.
• NDE requests and Testing & checks cover the NDE request flow and the checks that gate acceptance.

Welder qualification

Qualifier assignment, welder activation, and continuity tracking all carried over.

• Whether newly added welders start active on a project is still a project setting — the single most common reason a welder can’t see their welds. Admins control it under Welder qualification settings.
• Continuity now distinguishes a Lapsed welder (six months without a qualifying weld, which clears itself on the next qualifying weld) from one Revoked for cause by an administrator, which stays revoked until an explicit re-qualification.

Documents

Documents are the one place the shape of the feature changed, for the better.

• The old generic Documents console — one long list of every file by internal id — has been retired. Instead, you attach, view, download, and remove documents directly from the record they belong to: an ISO or an individual weld, a test package, or a welder. If you’re looking for a file, open the record it’s attached to. See Documents.
• The difference is where you reach a document — from the record it belongs to — not whether the capability exists.

Importing weld data

Importing weld data from Excel works as before and now brings across the full set of weld columns plus welder assignment and test-package assignment on import — not just the ISO and weld skeleton. See Import weld data from Excel and the exact column contract in the Import file spec.

Reports and printable labels

Your reports are here. The report rendering was ported faithfully, and the way you run reports is now more capable:

• A searchable report catalog, a criteria drawer with reusable saved criteria, live rendering, and a warning before you download a truncated result. See Generate reports & printable labels and the full Report catalog.
• Scheduled email delivery on a plain-language cadence — see Scheduled reports.
• Rollup reports (executive summary, failure analysis, welder continuity, welder rejection) can span multiple projects you’re authorized for.

Admin configuration

The configuration surface the legacy app relied on is rebuilt:

• Custom fields and typed project settings — the columns and behaviors your tenant adds to welds, ISOs, and inspections — are configurable again. See Custom fields.
• Custom report definitions carry over and are managed per project.
• A new Reference-data hub (under Admin) groups welding, materials, and inspection reference categories with a vocabulary search and gap badges.

Start from the Admin overview.

Power BI

The Power BI connection and the aggregated fact views your dashboards read are available on the new stack. See Connect Power BI.

What’s genuinely new

Some capabilities have no legacy equivalent — you’re getting them for the first time:

• It works offline. MaxTrax is now an offline-first app: record results in the field with no signal, and a sync indicator tells you honestly what’s queued, syncing, or needs your attention. On a phone or tablet you can install it to your home screen. This is the biggest change for field users — read Working offline before go-live.
• Operations Home — a “what needs me now?” work queue that lands you on the most urgent work (NDE backlog, open rejects, packages awaiting signature) instead of a plain weld list.
• A command palette — press ⌘K (Ctrl+K on Windows/Linux) to jump to any screen, ISO, or weld, or run an action, without hunting through menus.
• A notification bell with saved-view alerts, so the events that matter to you find you.
• Edit in Excel — export your whole project to a spreadsheet, edit it, and return it; MaxTrax works out exactly what changed and applies it after you confirm a preview.

A running list of smaller improvements lives on What’s new.

Related

• Getting started — sign in, find your way around, and the core vocabulary.
• Working offline — the sync indicator, needs-attention inbox, and conflict dialog; the most important read for field users.
• What’s new — the running log of recent changes.
• Reference — the exact rules MaxTrax enforces: state machines, roles, the import spec, and the report catalog.