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MaxTrax Help

Record an inspection result

This guide covers the core inspector flow: recording the outcome of an inspection so the weld’s status reflects what actually happened.

Before you start

Section titled “Before you start”
  • You need permission to record inspections on the project (ask your admin if Record result doesn’t appear for you).
  • Know the ISO and weld number you’re recording a result for — weld numbers repeat across different ISOs, so the ISO is what tells you which weld is actually yours — and whether it already has an open inspection.

Find or start the inspection

Section titled “Find or start the inspection”

  1. Open Welds and find the weld, then select its Inspections action — or open Inspections from the navigation to see every inspection on the project.

    On the Inspections screen each row carries the identifiers you work from: an ISO column (the drawing number, which opens that ISO) and a Weld column (the weld number). The Search ISO, weld, chart… box matches on the ISO drawing number and the weld number as well as an inspection’s chart, tech, and description — so you can type a drawing number or a weld number straight in and get the inspections on it. Search covers every inspection you have access to, not just the page you’re looking at, and the row count reflects everything that matched — it never widens what you can see, so a colleague with different access may get a different count for the same term. Both identifiers are also carried into the screen’s export.

  2. If the weld doesn’t have an inspection yet, select New inspection and fill in:

    • Inspection type (required)
    • NDE contractor (optional)
    • NDE technician (optional — enabled once a contractor is chosen)
    • Inspection date (optional)

    Save, and the inspection is created with status Unreviewed.

Record the result

Section titled “Record the result”
  1. Open the inspection and select Record result.
  2. The choices offered depend on where the inspection currently stands:
    • From Unreviewed → Passed, Failed, Pending, or Negated.
    • From Pending → Passed, Failed, or Negated.
    • From Failed → Reworked or Negated.
    • From Reworked → Passed or Failed.
    • Passed and Negated are final — once an inspection reaches one of these, no further result can be recorded against it.
  3. Choose the outcome and save. There’s no separate rejection-reason field — the outcome you pick is the record.

Citing the code edition you inspected under

Section titled “Citing the code edition you inspected under”

Recording a result (and revising a WPS — see Welding procedures) offers an optional Cited code edition field: search and pick the code and edition (for example, “ASME B31.3 · 2022”) the disposition was actually made under, then optionally add a Clause / table reference (e.g. 341.3.2). Leaving it blank is always fine — nothing is filled in for you, and MaxTrax never guesses or defaults to “the latest edition” on your behalf.

Once saved, the citation shows as a small chip wherever that inspection appears — on the Inspections list, on the inspection’s own detail, and in a WPS’s revision history. Select the chip to open a read-only popover with the exact code, edition, and clause/table that was recorded — this is a snapshot of what was cited at the time, not a live lookup, so it stays correct even if the code register changes later. A result with nothing cited shows Uncited instead of a chip.

If you pick an edition that isn’t in the register (a leftover from a stale page, for instance), saving is refused with an inline message naming the rejected citation — your other selections (outcome, chart, tech) aren’t lost, so you can just fix the citation and save again.

Filtering the list by a cited edition

Section titled “Filtering the list by a cited edition”

The Inspections list has a Cited under filter alongside its other filters: pick a code edition to show only inspections cited under it. A chip appears next to the picker showing what’s applied — select its ✕ to clear just that filter (the other filters you’ve set stay as they are).

What happens next

Section titled “What happens next”

MaxTrax re-checks the weld’s inspections every time one reaches a final outcome:

  • If every inspection on the weld has passed, the weld becomes Accepted.
  • If any inspection on the weld is currently Failed, the weld becomes Rejected.

You’ll see a confirmation like “Inspection Failed — weld Rejected” when your result also changed the weld. Every result you record is kept, so the inspection history behind a weld’s current status is always there to review. An Accepted weld is eligible to roll into its test package — see Complete a weld & test-package sign-off.

Overriding a weld’s status directly

Section titled “Overriding a weld’s status directly”

Separately from recording an inspection result, someone with edit access can change a weld’s status directly from Welds, using its Change Status action — Accept, Reject, or Void. This only works while the weld is still Pending, and it doesn’t create or require an inspection — it’s a direct, manual override, distinct from the inspection flow above.

Section titled “Related”