# Projects and Equipments ### **Master Data** Master data is typically shared by multiple users and groups across a project. Master data includes data about Clients, End users, Third party, Projects, Sub-contractors, and Locations.
[![image-1651039906305.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039906305.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039906305.png) Users assigned with **cuteQM\_Power User** role only can access the **Master Data** menu and their functionalities.
#### **1.0 Clients** In the Pressure Vessel module, clients are created so that when creating project they can be selected as Client. The **Clients** tab in the **Master Data** menu helps you to add the details of clients. If you want to add any new client, Click **Clients** in the **Master Data** menu. The **Clients** page opens. [![image-1651038981611.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651038981611.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651038981611.png) **Figure 1.1: Clients page** #### **Add a Client** If you want to add a client, do the following steps, 1. Click [![image-1651039059221.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039059221.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039059221.png) (**ADD** button) in the **Clients** page. See Fig 1.1. The page shows a new box to add the details of a client. [![image-1651039098211.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039098211.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039098211.png) [![image-1651039119706.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039119706.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039119706.png)**Note**: The fields notified with the symbol (\*) are mandatory. You must enter the relevant details in that fields before saving. 2\. In the **Name** box, enter the name of a client. 3\. In the **Abbreviation** box, enter the abbreviation for the added client. 4\. If you want to add a logo, click [![image-1651039215712.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039215712.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039215712.png) (**Browse** button) provided with the **Logo** box, and then add the logo of the client. 5\. Click **Save**. The client is successfully added. #### **Edit a Client** If you want to edit any existing client in the **Clients** page, do the following, 1\. Click[![image-1651039346963.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039346963.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039346963.png) (Edit icon) in the **Edit** column for the respective client. See Fig 3.1. The page shows the details of added client. [![image-1651039368651.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039368651.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039368651.png) 2\. Click on any box where you want to edit the details, and then edit the details in the respective box. 3\. Click **Save**. #### **Delete a Client** If you want to delete any specific client from the list of clients, you can use [![image-1651039430200.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039430200.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039430200.png) (Delete icon) provided in the **Delete** column of the **Clients** page, See Fig 3.1. 1. Click [![image-1651039430200.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039430200.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039430200.png) (Delete icon) for the corresponding client. You receive a notification message “**Do you want to delete this row**?”. 2. Click ****OK****. The selected client will be deleted. #### **Export Clients List** You can export a list of clients in the pdf and excel formats. 1\. If you want to export the clients list in the pdf format, click [![image-1651039614212.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039614212.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039614212.png) (**PDF** button). See Fig 3.1. The clients list will be downloaded in the pdf format. 2\. If you want to export the clients list in the excel format, click [![image-1651039668111.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039668111.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039668111.png) (**Excel** button). The clients list will be downloaded in the excel format. #### **2.0 End Users** End User is an entity who will be using the Pressure Vessel being fabricated. Sometimes, the end user can be same as client for you. The **End Users** tab in the **Master Data** menu helps you to add the details of end users. If you want to add any end user, do the following steps, 1. Click **End Users** in the **Master Data** menu. The **End Users** page opens. [![image-1651039756087.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039756087.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039756087.png) **Figure 2.1: End Users page** #### **Add an End User** If you want to add an end user, 1\. Click [![image-1651039862728.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039862728.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039862728.png) (**ADD** button) in the **End Users** page. See Fig 2.1. The page shows a new box opens to add the details of an end user. [![image-1651039885629.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039885629.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039885629.png) [![image-1651039906305.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039906305.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039906305.png)**Note**: The fields notified with the symbol (\*) are mandatory. You must enter the relevant details in that fields before saving. 2\. In the **Name** box, enter the name of an end user. 3\. In the **Abbreviation** box, enter the abbreviation for the added end user. 4\. If you want to add a logo, click [![image-1651039956634.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651039956634.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651039956634.png) (**Browse** button) provided with the **Logo** box, and add the logo of the end user. 5\. Click **Save**. The end user is successfully added. #### **Edit an End User** If you want to edit any existing end user in the **End Users** page, do the following, 1\. Click [![image-1651040718465.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651040718465.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651040718465.png)(Edit icon) in the **Edit** column for the respective end user. See Fig 6.2. The page shows the details of the selected end user. [![image-1651040745669.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651040745669.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651040745669.png) 2\. Click on any box where you want to edit the details, and then edit the details in the respective box. 3\. Click **Save**. #### **Delete an End User** If you want to delete any specific end user from the list of end users, you can use [![image-1651040809742.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651040809742.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651040809742.png) (Delete icon) provided in the **Delete** field of the **End Users** page. #### **Export End Users List** You can export a list of end users added in the **End Users** page in the pdf and excel formats by using [![image-1651040857920.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651040857920.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651040857920.png) (**PDF** button) and [![image-1651040869702.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651040869702.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651040869702.png) (**Excel** button). #### **3.0 Third Party** A Third Party Inspector is an independent inspector, usually from a certification body or inspection agency, who verifies that fabrication, testing, and documentation meet the client’s requirements, international codes, and sometimes statutory regulations. The **Third Parties** tab in the **Master Data** menu helps you to add the details of third parties. If you want to add a third party, 1\. Click **Third Parties** in the **Master Data** menu. The **Third Parties** page opens. [![image-1651040938528.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651040938528.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651040938528.png) **Figure 3.1: Third Parties page** #### **Add a Third Party** If you want to add a third party, do the following steps, 1\. Click (**ADD** button) in the **Third Parties** page. See Fig 3.1. The page shows a new box to add the details of a third party. [![image-1651041015142.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041015142.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041015142.png) [![image-1651041029750.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041029750.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041029750.png)**Note**: The fields notified with the symbol (\*) are mandatory. You must enter the relevant details in that fields before saving. 2\. In the **Name** box, enter the name of a third party. 3\. In the **Abbreviation** box, enter the abbreviation for the added third party. 4\. If you want to add a logo, click [![image-1651041076993.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041076993.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041076993.png) (**Browse** button) provided with the **Logo** box, and then add the logo of the third party. 5\. Click **Save**. The third party is successfully added. #### **Edit a Third Party** If you want to edit any existing third party in the **Third Parties** page, do the following, 1\. Click [![image-1651041143353.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041143353.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041143353.png)(Edit icon) in the **Edit** column for the respective third party. The **Third Parties** page shows the details of added third party. [![image-1651041167494.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041167494.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041167494.png) 2\. Click on any box where you want to edit the details, and then edit the details in the respective box. 3\. Click **Save**. #### **Delete a Third Party** If you want to delete any specific third party from the list of third parties, you can use [![image-1651041265089.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041265089.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041265089.png)(Delete icon) provided in the **Delete** field of the **Third Parties** page. #### **Export Third Parties List** You can export a list of third parties added in the **Third Parties** page in the pdf and excel formats by using [![image-1651041313727.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041313727.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041313727.png) (**PDF** button) and [![image-1651041329458.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041329458.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041329458.png) (**Excel** button). #### **4.0 Authorised Inspectors (AI)** An Authorised Inspector is specifically an inspector **certified and authorised under a regulatory code**, most notably **ASME Section VIII (for pressure vessels)**. They represent the jurisdiction or regulatory authority to ensure compliance with code rules.. The **Authorized Inspectors** tab in the **Master Data** menu helps you to add the details of authorized inspectors. If you want to add an authorized inspector, 1\. Click **Authorized Inspectors** in the **Master Data** The **Authorized Inspectors** page opens. [![image-1651041410918.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041410918.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041410918.png) **Figure 4.1: Authorized Inspectors page** #### **Add an Authorized Inspector** If you want to add an authorized inspector, do the following steps, 1\. Click [![image-1651041651056.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041651056.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041651056.png)(**ADD** button) in the **Authorized Inspectors** See Fig 4.1. The page shows a new box to add the details of an authorized inspector. [![image-1651041671594.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041671594.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041671594.png) [![image-1651041688409.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041688409.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041688409.png)Note: The fields notified with the symbol (\*) are mandatory. You must enter the relevant details in that fields before saving. 2\. In the **Name** box, enter the name of an authorized inspector. 3\. In the **Abbreviation** box, enter the abbreviation for the added authorized inspector. 4\. If you want to add a logo, click [![image-1651041751402.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041751402.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041751402.png)(Browse button) provided with the Logo box, and then add the logo of the authorized inspector. 5\. Click **Save**. The authorized inspector is successfully added. #### **Edit an Authorized Inspector** If you want to edit any existing authorized inspector in the **Authorized Inspectors** page, do the following, 1\. Click [![image-1651041936698.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041936698.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041936698.png)(Edit icon) in the **Edit** column for the respective authorized inspector. The page shows the details of added authorized inspector. [![image-1651041957037.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651041957037.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651041957037.png) 2\. Click on any box where you want to edit the details, and then edit the details in the respective box. 3\. Click Save. #### **Delete an Authorized Inspector** If you want to delete any specific authorized inspector from the list of authorized inspectors, you can use [![image-1651042018368.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651042018368.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042018368.png)(Delete icon) provided in the **Delete** field of the **Authorized Inspectors** page. #### **Export Authorized Inspectors List** You can export a list of authorized inspectors added in the **Authorized Inspectors** page in the pdf and excel formats by using [![image-1651042069227.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651042069227.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042069227.png) (PDF button) and [![image-1651042078236.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651042078236.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042078236.png) (Excel button). #### **5.0 Subcontractors** Subcontractor is an entity which has taken a portion of contract from a principal contractor such as your firm or from another subcontractor for Pressure Vessel module. 1\. Click **Subcontractors** in the **Companies and Projects The **Subcontractors** page opens. [![image-1651042249300.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651042249300.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042249300.png) **Figure 5.1: Subcontractors page** #### **Add a Subcontractor** If you want to add a subcontractor, do the following steps, 1\. Click [![image-1651042309193.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651042309193.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042309193.png)(**ADD** button) in the **Subcontractors** See Fig 3.5. The page shows a new box to add the details of a subcontractor. [![image-1651042337627.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651042337627.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042337627.png) [![image-1651042352612.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651042352612.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042352612.png)**Note**: The fields notified with the symbol (\*) are mandatory. You must enter the relevant details in that fields before saving. 2\. In the **Name** box, enter the name of a subcontractor. 3\. In the **Abbreviation** box, enter the abbreviation for the added subcontractor. 4\. If you want to add a logo, click [![image-1651042409656.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651042409656.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042409656.png)(**Browse** button) provided with the **Logo** box, and then add the logo of the subcontractor. 5\. Click **Save**. The subcontractor is successfully added. #### **Edit a Subcontractor** If you want to edit any existing subcontractor in the **Subcontractors** page, do the following, 1\. Click [![image-1651042471376.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651042471376.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042471376.png)(Edit icon) in the **Edit** column for the respective subcontractor. The **Subcontractors** page shows the details of added subcontractor. [![image-1651042491600.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651042491600.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042491600.png) 2\. Click on any box where you want to edit the details, and then edit the details in the respective box. 3\. Click **Save**. #### **Delete a Subcontractor** If you want to delete any specific subcontractor from the list of subcontractors, you can use [![image-1651042554160.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651042554160.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042554160.png) (Delete icon) provided in the **Delete** field of the **Subcontractors** page. #### **Export Subcontractors List** You can export a list of subcontractors added in the **Subcontractors** page in the pdf and excel formats by using [![pdf.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/pdf.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042598355.png)(**PDF** button) and [![excelimg.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/0fxexcelimg.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651042610812.png) (**Excel** button). #### **6.0 NDT Inspectors** NDT (Non-Destructive Testing) Inspectors provide NDT inspection services to the clients who involved in fabrication, construction and maintenance of the Pressure Vessel. The **NDT Inspectors** tab in the **Master Data** menu used to add an NDT inspector. If you want to add an NDT inspector, do the following steps, 1\. Click **NDT Inspectors** in the **Master Data** The **NDT Inspectors** page opens. [![image-1651045421309.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045421309.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045421309.png) **Figure 6.1: NDT Inspectors page** #### **Add an NDT Inspector** If you want to add an NDT inspector, do the following steps, 1\. Click [![image-1651045484448.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045484448.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045484448.png)(**ADD** button) in the **NDT Inspectors** See Fig 6.1. The page shows a new box to add the details of an NDT inspector. [![image-1651045503852.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045503852.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045503852.png) [![image-1651045518638.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045518638.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045518638.png)**Note**: The fields notified with the symbol (\*) are mandatory. You must enter the relevant details in that fields before saving. 2\. In the **Name** box, enter the name of the NDT inspector. 3\. In the **No** box, enter the employee number of the NDT inspector. 4\. If you want to add a photo of the NDT inspector, click (**Browse** button) provided with the **Photo** box, and then add the photo of the NDT inspector. 5\. If the NDT inspector is working currently, select the checkbox of the **Is Active** 6\. Click **Save**. The NDT inspector is successfully added. #### **Add NDT Certificates of NDT Inspector** If you want to add NDT certificate details of any NDT inspector, 1\. Click [![image-1651045608570.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045608570.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045608570.png)(Add icon) of the respective NDT inspector. The **Certificates** window opens. [![image-1651045631425.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045631425.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045631425.png) 2\. Click **Add Certificate**. The window shows a new box to add the details of certificate. [![image-1651045654966.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045654966.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045654966.png) 3\. In the **Body** box, enter the body of the NDT qualification. 4\. In the **Level** box, select the level of NDT qualification. 5\. In the **Method** box, select the method of NDT qualification. 6\. In the **Certificate Number** box, enter the certificate number. 7\. In the **Certificate Start Date** box, select the staring date of certificate. 8\. In the **Certificate Expiry Date** box, select the expiry date of certificate. 9\. In the **Technical Start Date** box, select the technical staring date. 10\. In the **Technical Expire Date** box, select the technical expiry date. 11\. Click **Update**. The certificates details will be updated. #### **Edit an NDT Inspector** If you want to edit any existing NDT inspector in the **NDT Inspectors** page, do the following, 1\. Click[![image-1651045790090.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045790090.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045790090.png)(Edit icon) in the **Edit** column for the respective NDT inspector. The **NDT Inspectors** page shows the details of added NDT inspector. [![image-1651045811576.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045811576.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045811576.png) 2\. Click on any box where you want to edit the details, and then edit the details in the respective box. 3\. Click **Save**. #### **Attach a File into an NDT Inspector** If you want to attach a file with any NDT inspector listed in the **NDT Inspectors** page, 1\. Click [![image-1651045873896.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045873896.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045873896.png)(Attach icon) provided in the **Attachment** column for the respective NDT inspector in the **NDT Inspectors** The **File Upload (NDT Inspector)** page opens. [![image-1651045893030.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045893030.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045893030.png) [![image-1651045906944.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045906944.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045906944.png)**Note**: Before uploading any file, read the instructions given in the **File Upload (NDT Inspector)** page. 2\. Click [![image-1651045929623.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045929623.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045929623.png)(**Browse** button) to select a file to be uploaded. 3\. Select any file which you want to upload, from your computer. 4\. Click [![image-1651045960993.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045960993.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045960993.png)(**Upload** button) to attach the file. The uploaded file will be displayed in the **File Upload** table. #### **Delete an NDT Inspector** If you want to delete any specific NDT inspector from the list of added NDT inspectors, you can use [![image-1651046015115.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651046015115.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651046015115.png) (Delete icon) provided in the **Delete** field of the **NDT Inspectors** page. #### **Export NDT Inspectors List** You can export a list of NDT inspectors added in the **NDT Inspectors** page in the pdf and excel formats by using [![pdf.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/pdf.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651046053587.png)(**PDF** button) and [![excelimg.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/0fxexcelimg.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651046073489.png)(**Excel** button). #### **7.0 Projects** When a new project is awarded to the company, it needs to be created in the system so that all parties can use it to manage the data and documents. The **Projects** tab in the **Master Data** menu used to add a new project.
You can add a new project if you have been assigned with **Power User** roles only.
To navigate into the **Projects** page, 1\. Click **Projects** in the **Master Data** The **Projects** page opens. [![image-1651043046113.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651043046113.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043046113.png) **Figure 7.1: Projects page** #### **Add a New Project** If you want to add a new project, do the following 1\. Click [![image-1651043133166.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651043133166.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043133166.png)(**ADD** button) in the **Projects** page. See Fig 3.6. The page shows a new box to add the details of a new project. [![image-1651043152307.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651043152307.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043152307.png) [![image-1651043170218.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651043170218.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043170218.png)**Note**: The fields notified with a symbol (\*) are mandatory. You must enter the relevant details in that fields before saving. 2\. In the **Project Number** box, enter the project number. 3\. In the **Project Name** box, enter a project name. 4\. In the **End User** box, select an end user from a drop-down list. 5\. In the **Client** box, select a client from a drop-down list. 6\. In the **AI/ Third Party** box, select an AI or a third party from a drop-down list. [![image-1651043227075.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651043227075.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043227075.png)**Note**: If you want to add multiple third parties, add third parties by clicking[![image-1651043236114.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651043236114.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043236114.png) (**Add TP** button) in the **Third party** column of the **Projects page**. This can be done after creating the project. 7\. In the **Purchase Order (PO) Number** box, enter the purchase order number. 8\. In the **Manufacturer Job Code** box, enter the manufacturer job code number. 9\. In the **Client Project** box, enter the client project code. 10 In the **Client Job Code** box, enter the client job code. 11\. In the **Owner Project** box, enter the owner project code. 12\. In the **Owner Job** Code box, enter the owner job code. 13\. In the **Delivery Date** box, choose the delivery date. 14\. In the **Location/Position** box, enter the location/position detail. 15\. In the **Cladding Material** box, enter the cladding material detail. 16\. In the **Non-Destructive Examination (NDE) Weld Length Limit/RT Requirement** box, enter the length limit of NDE welding or the RT requirements. 17\. If you need an external qualified welder, click the check box provided with the **External Qualified Welder** 18\. In the **Bill of Quantities** **(BOQ)** box, enter the BOQ detail. 19\. In the **Spool Count** box, enter the spool count. 20\. Click **Save**. A new project is added successfully. #### **Edit a Project** If you want to edit any existing project details from the list of projects in the **Projects** page, do the following, 1\. Click [![image-1651043414875.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651043414875.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043414875.png)(Edit icon) in the **Edit** column for the respective project. See Fig 3.6. The page shows the added details of the selected project. [![image-1651043430360.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651043430360.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043430360.png) 2\. Click any box where you want to edit the details, and then edit the details in the respective box in the **Projects** 3\. Click **Save**. #### **Delete a Project** If you want to delete any specific project from the list of projects, you can use [![image-1651043486671.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651043486671.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043486671.png)(Delete icon) provided in the **Delete** field of the **Projects** page. #### **Export Projects List** You can export a list of projects added in the **Projects** page in the pdf and excel formats by using [![pdf.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/pdf.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043529632.png) (**PDF** button) and [![excelimg.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/0fxexcelimg.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043538816.png) (**Excel** button). #### **8.0 Equipments** Each project will have one or more equipments. Each equipment will be used to track and manage the details and documentation. The **Equipments** tab in the **Master Data** menu used to add a new equipment under a project.
You can add a new equipment if you have been assigned with **Admin** and **Power User** roles only.
To navigate into the **Equipments** page, 1\. Click **Equipments** in the **Master Data** The **Equipments** page opens. [![image-1651043924746.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651043924746.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043924746.png) **Figure 8.1: Equipments page** #### **Add a New Equipment** If you want to add a new equipment, do the following steps, 1\. Click (**ADD** button) in the upper side of the **Equipments** The **Equipments** page shows a new box to add the details of a new equipment. [![image-1651043992217.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651043992217.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651043992217.png) [![image-1651044005105.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651044005105.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651044005105.png)**Note**: The fields notified with a symbol (\*) are mandatory. You must enter the relevant details in that fields before saving. 2\. In the **Master Project Name** box, enter the master project name from a drop-down list. 3\. In the **Equipment** box, enter the equipment name. 4\. In the **Equipment Serial Number** box, enter the equipment serial number. 5\. In the **Report Prefix** box, the report prefix will be entered automatically. If you want change, you can edit the report prefix. 6\. In the **Tag Number** box, enter the tag number. 7\. In the **Delivery Date** box, choose the delivery date. 8\. In the **Drawing Number** box, enter the drawing number. 9\. In the **Applicable Code** box, enter the applicable code. 10\. In the **Equipment Type** box, select the equipment type. 11\. In the **Material** box, enter the material name. 12\. In the **Weight (Kg)**box, enter the weight of the equipment. 13\. In the **QC** box, select the QC type. 14\. In the **Sub Contractor** box, select the sub-contractor from a drop-down list. 15\. In the **Specification** box, enter the specification detail. 16\. In the **Coded Vessel** box, select the coded vessel from a drop-down list. 17\. In the **Location/Position** box, enter the location/position name. 18\. In the **of Equipment** box, enter the number of equipment. 19\. In the **DIMENSION** field, enter the inner diameter and length value. 20\. In the **THICKNESS** field, enter the thickness of the shell and head. 21\. In the **SPECIFIC REQUIREMENT** field, enter the PWHT, MDMT, HIC, and RT requirement detail. 22\. Click **Save**. A new equipment is added successfully. #### **Edit an Equipment** If you want to edit any existing equipment details from the list of equipments in the **Equipments** page, do the following, 1\. Click [![image-1651044781890.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651044781890.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651044781890.png)(Edit icon) in the **Edit** column for the respective equipment. See Fig 3.7. The page shows the added details of the equipment. [![image-1651044799632.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651044799632.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651044799632.png) 2\. Click any box where you want to edit the details, and then edit the details in the respective box in the **Equipments** 3\. Click **Save**. #### **Delete an Equipment** If you want to delete any specific equipment from the list of equipments, you can use [![image-1651044850707.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651044850707.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651044850707.png) (Delete icon) provided in the **Delete** field of the **Equipments** page. #### **Export Equipments List** You can export a list of equipments added in the **Equipments** page in the pdf and excel formats by using [![pdf.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/pdf.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651044887932.png) (**PDF** button) and [![excelimg.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/0fxexcelimg.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651044897448.png) (**Excel** button). #### **Print Equipments List** If you want to print equipments list, click [![image-1651044935485.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651044935485.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651044935485.png) (Print icon) of the respective equipment in the **Equipments** page. The equipment list report will be opened. #### **9.0 Location** Each company may have multiple locations or bays to fabricate equipments. Carbon steel and Stainless steel material are strictly managed in different locations. The **Location** tab in the **Master Data** menu helps you to add the details of location. If you want to add any location, 1\. Click **Location** in the **Master Data The **Locations** page opens. [![image-1651045013501.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045013501.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045013501.png) **Figure 9.1: Locations page** #### **Add a Location** If you want to add a location, do the following steps, 1\. Click [![image-1651045069288.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045069288.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045069288.png) (**ADD** button) in the **Locations** See Fig 9.1. The page shows a new box to add the details of a location. [![image-1651045091120.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045091120.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045091120.png) [![image-1651045105266.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045105266.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045105266.png)**Note**: The fields notified with the symbol (\*) are mandatory. You must enter the relevant details in that fields before saving. 2\. In the **Location** box, enter the location name. 3\. In the **Priority** box, set the priority of the location. 4\. Click **Save**. The location is successfully added. #### **Edit a Location** If you want to edit any existing location in the **Locations** page, do the following, 1\. Click[![image-1651045174907.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045174907.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045174907.png)(Edit icon) in the **Edit** column for the respective location. See Fig 6.8. The page shows the details of added location. [![image-1651045193782.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045193782.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045193782.png) 2\. Click on any box where you want to edit the details, and then edit the details in the respective box. 3\. Click **Save**. #### **Delete a Location** If you want to delete any specific location from the list of added locations, you can use [![image-1651045249984.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/scaled-1680-/image-1651045249984.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045249984.png) (Delete icon) provided in the **Delete** field of the **Locations** page. #### **Export Locations List** You can export a list of locations added in the **Locations** page in the pdf and excel formats by using [![pdf.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/pdf.png) ](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045290172.png) (**PDF** button) and[![excelimg.png](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/0fxexcelimg.png)](http://wiki.cuteinfocomm.com/uploads/images/gallery/2022-04/image-1651045302075.png) (**Excel** button).