Certification Tracking for Welding Fabrication Shops — Atlantis NDT ERP

ASNT/ISO 9712/PCN certification tracking with automated expiry escalation

Overview

A configured Odoo employee/HR data model tracks every technician's full certification portfolio — ASNT SNT-TC-1A written practice level (Level I/II/III per method), ISO 9712 certificates, PCN, CSWIP, CGSB, and client-specific qualifications — as structured records with issue date, expiry date, issuing body, method, and supporting document (scanned certificate). Automated escalation alerts fire at configurable intervals (typically 90/60/30 days) before expiry, routed to both the technician and their manager, and certifications can be flagged as recertification-in-progress versus lapsed. The system cross-references certification data against every project assignment in real time — Project Management and CRM cannot assign or quote a technician against a scope requiring a certification/method they don't hold or that has lapsed. Vision/eye-exam currency (required annually under most written practices) is tracked as its own sub-record alongside method certifications since it expires on a different cycle. Training records (initial qualification, recertification exams, on-the-job hours logged toward higher-level qualification) feed a competency matrix per employee, giving HR and QA a single source of truth for who is qualified to sign off which reports.

Why inspection and testing businesses run it differently

This is the module that keeps an NDT firm out of its worst-case audit and liability scenario: a technician performing or signing off inspection work in a method/level they are not currently certified for. Hard cross-referencing at the scheduling and CRM-quoting stage — not just a report after the fact — prevents a Level II from being scheduled onto a scope requiring Level III sign-off, or a technician from being dispatched on a PAUT job when their PAUT certification lapsed last month. Vision test currency tracking catches the specific, frequently-missed SNT-TC-1A requirement that near-vision acuity be verified annually, independent of the underlying method certification's multi-year cycle.

Capabilities

How the workflow runs

Each technician's certification profile is built out with every held qualification, its issuing body, level, method, and expiry date, plus the scanned certificate document attached. As expiry approaches, the system escalates automatically at 90/60/30 days, prompting the technician and manager to schedule recertification (exam booking, refresher training) well ahead of lapse. When a project manager builds a crew assignment or CRM quotes a scope requiring specific certifications, the system checks each proposed technician's current status and blocks assignment if the required cert is missing, lapsed, or vision-currency has expired — forcing a substitution or expedited recert before the job proceeds. HR/QA reviews the competency matrix quarterly to plan training investment, identifying methods where the firm is thin on qualified Level III coverage before it becomes a bidding constraint.

Standards and compliance covered

Integrations

Measured impact

Hard cross-referencing at scheduling has reduced instances of near-miss uncertified-technician assignment to zero across audited clients, versus periodic manual spreadsheet checks that historically caught issues after the fact roughly 1 in 10 times. Escalation alerts have cut last-minute recertification scrambles and associated crew-availability gaps by an estimated 70%, since recert scheduling now starts 90 days out instead of at expiry. The competency matrix has directly informed training budget allocation, closing Level III coverage gaps in PAUT roughly two quarters faster than reactive hiring/training decisions.

Frequently Asked Questions

Can the system stop us from quoting a job that requires a certification level we don't currently have covered?

Yes. CRM cross-references the competency matrix at quoting time and flags coverage gaps before a commitment is made to the client.

Does it track the annual vision test requirement separately from the multi-year method certification?

Yes. Vision/eye-exam currency is its own record with its own expiry cycle and escalation, independent of the underlying ASNT/ISO 9712 certification period.

How far in advance do expiry alerts start firing?

The standard cadence is 90/60/30 days before expiry, configurable per organization, escalating in urgency and copying the technician's manager as the date approaches.

Related: Atlantis NDT ERP · NDT inspection software · ERP modules · ERP by industry · Digital Twin platform. Request a demo and tailored quote.

Built for any business that runs on operations

Most companies do not fail at their craft. They lose time, margin and goodwill in the gaps between the tools they use to run the place — a quoting spreadsheet that does not talk to the job sheet, a job sheet that does not reach accounts, and a compliance folder nobody can search when a client asks. Atlantis closes those gaps by putting the whole operation on one platform, so information is entered once and everything downstream stays in step.

What you can run on it

  • Sales and CRM — leads, quotes, follow-ups and the pipeline that tells you what next month looks like.
  • Projects and job costing — plan the work, track the hours and materials against it, and see the margin while the job is still live rather than at final account.
  • Field and service teams — dispatch, schedules, mobile capture that works with no signal, and sign-off from site.
  • Inventory and purchasing — stock, suppliers, reorder points and goods receipt, joined to the jobs that consume them.
  • People — records, qualifications and licences with renewal reminders, timesheets, leave and payroll.
  • Quality and documents — procedures and forms under revision control, with the audit trail an inspection or accreditation body actually asks for.
  • Accounts — invoicing, expenses, multi-currency and the reporting your accountant stops chasing you for.

Affordable, accessible, fully customizable — and we mean each word

Affordable because the whole suite is included rather than sold to you a module at a time, and because implementation is done by people who have run operations rather than by a chain of subcontractors. Accessible because it runs in a browser and on a phone, works for a small team on day one, and does not need a specialist on staff to keep it alive. Fully customizable because your process is the thing that makes you competitive — the software should bend to it, not the other way round.

Industries we configure for

Service businesses and contractors, manufacturing and fabrication, trading and distribution, laboratories and testing houses, engineering consultancies, construction and facilities, and asset owners across energy, marine, aerospace and infrastructure. Inspection and testing is where we started, and it remains the sector we go deepest in — but the platform underneath is general-purpose, and most of what it does has nothing to do with inspection at all.

What happens when you get in touch

A short conversation, not a sales sequence. We ask how the business runs today and where it hurts, show you the platform doing that work, and send a written quote shaped to your region, your team size and the scope you actually need. No obligation, nothing to install first, and no pressure to decide on the call. Reach out and tell us what you are trying to fix.

Related: business management platform · inspection management software · choosing the right category of software · modules · by industry · asset integrity platform. Book a free consultation.