The ISO detail page

The ISO detail page is the home for a single drawing — its welds, its attributes, its documents, and the Navigator you use to move between drawings. This guide covers everything on the page except the weld matrix itself, which has its own guide.

Before you start

• You need access to the project the ISO belongs to. Everything on this page is read-only except document attach/detach, recording fit-up details, setting the planned welds, and the actions inside the weld matrix.

Open an ISO and its tabs

Open any ISO to land on its detail page. The page has four tabs, plus a fifth on projects that use fit-up:

• Welds — the weld matrix for this drawing, and the tab that opens first. It has its own guide: The ISO weld matrix.
• Info — the drawing’s attributes, completion stats, QR label, detail sheet, and custom fields.
• Documents — documents attached to the ISO.
• Fit-up — record who made the joint up and who accepted it. Only appears when fit-up is turned on for the project.
• Activity — a history of changes to the ISO.

Activity tab is a placeholder

This tab is a placeholder; the activity feed is still to come.

An ISO from another project

A link, a QR label or a recent entry can open an ISO that belongs to a different project from the one you have selected. Instead of showing the drawing with the wrong project’s numbers, the page says This ISO belongs to project and names it, with a Switch project button. Choose it to select that project — the page stays on the same ISO and shows it in full. Switching needs a connection, so the button is disabled while you’re offline.

If the ISO belongs to a project you don’t have access to, the page shows This ISO isn’t available instead.

The Info tab

The Info tab is the reference card for the drawing. Apart from the planned welds, it’s read-only.

Drawing attributes — Drawing №, Unit, Area, System, Spool, Test package, and Revision. A missing value shows as a dash.

Plan — the Planned welds field holds how many welds are planned for this drawing. Type a whole number from 0 to 100,000 and choose Save plan. A blank field means no plan is set — it is not the same as zero, so leave it blank rather than entering 0 when you don’t have a figure. Clearing the field and saving removes the plan. You can set or change the plan even after the ISO is signed — it is planning information, so changing it doesn’t touch the signature. You need edit access to change it.

Signing state — a Signed badge (with the revision and date it was signed) or a Not signed badge.

No sign action in the app yet

Signing is read-only here: this page reports whether the ISO is signed, but there’s no sign action on it, and the sign-off step isn’t in the app yet.

Weld status — completion counts computed from the same rule as the matrix rollup, so the two never disagree: Accepted, Pending, Rejected, In repair, Removed, and % accepted. Below them, Inspected (passed) shows how many active welds have a passing inspection.

QR label and detail sheet — the QR label action prints the ISO’s scannable label, and Download detail sheet (PDF) generates a printable summary of the drawing. Both are produced on your device. For more on labels and reports, see Generate reports & printable labels.

Custom fields — any custom fields your tenant has configured for ISOs, shown as a read-only label-and-value list. A field shows (removed field) or (inactive) when it no longer applies, and the section reads No custom fields defined when there are none. Custom fields are read-only here; they’re defined and edited under Custom fields in admin.

The Fit-up tab

The Fit-up tab records the drawing’s fit-up details — the one place in MaxTrax these are captured. The values you save here are what the P131 Fit-Up and Welds Fit-Up reports print; until an ISO has them recorded, those reports show blank cells for its fitter, inspector and status. (The reports’ fit-up date column is the exception — see the note below.)

The tab only appears when fit-up is turned on for the project, in Project settings. If you can’t see it, ask an administrator to check that toggle.

Fill in as much as you have and choose Save fit-up:

• Fitter — who made the joint up.
• Inspector — who accepted the fit-up.
• Status — the fit-up status.
• Chart — the fit-up chart reference.
• Date — when fit-up happened.

Every field is optional, and all five save together. Clearing a text box and saving clears that value on the drawing, so you can correct a wrong entry by emptying it. Saving again replaces what was there before rather than adding to it — there’s one set of fit-up details per drawing, not a history.

The date behaves differently from the text boxes

Every ISO already carries a date here, because one is stamped when the drawing is created. That stamp isn’t a fit-up date — the field just can’t be empty. Two consequences worth knowing:

• Saving without touching the Date box leaves the stored date alone. Only a date you actually change is written, so filling in a fitter’s name won’t quietly turn the creation date into a recorded fit-up date. Clearing the box likewise leaves the stored date as it was.
• The fit-up date column on the two reports may show that creation date for an ISO whose fit-up was never captured. The fitter, inspector and status columns are genuinely blank until recorded, but the date column cannot currently distinguish “never captured” from “captured on that day”.

A signed ISO is locked

Once an ISO is signed, its fit-up details can’t be changed — the signature attests to them. Saving returns an error explaining this. The same applies if fit-up is turned off for the project while you have the tab open.

The Documents tab

The Documents tab lists the files attached to the ISO and, with the right access, lets you attach and detach them. Weld-specific documents don’t appear here — open the weld from the Welds tab and use the Documents section in its drawer instead; the Go to Welds link on this tab takes you there. For how attachments work across MaxTrax, see Documents.

The ISO navigator

The Navigator button in the page header opens the ISO navigator — a left-hand panel for finding and moving between drawings without leaving the page.

• Find ISO — at the top, type a drawing number to jump straight to any ISO in the project (or press / to focus the box). A live count shows how many ISOs match what you’ve typed.
• By unit — a tree grouped Unit → Area → System → ISO. Expand a branch to drill down, then select an ISO to open it.
• Test packages — a peer tree that groups the same ISOs by their test package. A package row also has an action to open the full test package. See Test packages.

Every branch and ISO in the tree shows a status dot for the most-attention-needing weld status inside it and a weld count, and a signed ISO shows a shield — so you can spot where the problems are before you open anything. When you open an ISO from a branch, the ‹ › pager in the matrix’s scope header lets you step through the other ISOs in that same branch.

Note

The Navigator’s unit, area, and system groupings, and its status dots, are built from the ISO and weld data as it has loaded. Counts and dots fill in as an ISO’s welds sync.

Related

• The ISO weld matrix — the Welds tab, in full detail.
• Welds & ISOs — the rest of this section.
• Documents
• Custom fields
• Generate reports & printable labels — including the P131 Fit-Up and Welds Fit-Up reports the Fit-up tab feeds.