Document Control for Calibration Laboratories — Atlantis NDT Inspection Software
Procedure and report-template control with approvals, locked revisions and history
Overview
Controlled documents in an NDT company are mainly procedures and report formats, and the Atlantis NDT ERP controls both. The Procedures app holds each procedure with document number, revision, method, scope, material, applicable standard such as ASME Section V, acceptance criteria and body text or an uploaded file. It moves through draft, submitted, reviewed, approved and published, with rejected and archived states. Prepared-by, reviewed-by and approved-by are recorded with dates, approved revisions are locked, and every revision is kept as a snapshot. Approvers get email notifications and reminders. An AI-assisted first draft, with a built-in template fallback, speeds up new procedures, but a Level III still reviews and approves. In NDT Reports, company report templates in Excel, Word, PDF and HTML are versioned, with logo, header and footer, so report formats are controlled too. Broader document management needs are configured during implementation.
Why inspection and testing businesses run it differently
Auditors and clients want to see that the procedure referenced on a report was approved by a Level III and was the current revision at the time. Locked approved revisions and full snapshots make that easy to show. Versioned report templates mean the client's required format is controlled rather than living on one person's laptop.
Capabilities
- Procedure register with number, revision, method, scope, material, standard and acceptance criteria
- Approval workflow: draft, submitted, reviewed, approved, published, rejected, archived
- Prepared, reviewed and approved signatures with dates
- Approved revisions locked, with a snapshot of each revision
- Rejection with a recorded reason
- Email notifications and reminders to approvers
- AI-assisted first draft with built-in template fallback
- Versioned report templates in Excel, Word, PDF and HTML
How the workflow runs
A procedure is drafted, uploaded or generated as an AI-assisted first draft, then submitted for review. The reviewer and approver are notified by email and can approve or reject with a reason. Once approved, the revision is locked and published, and the previous version stays in the history. Report templates are updated as new versions, so reports issued later use the current template while earlier reports keep the format they were issued in.
Standards and compliance covered
- ASNT SNT-TC-1A Level III approval of NDT procedures
- ASME BPVC Section V written procedure requirements
- ISO 9001:2015 control of documented information
- Client specifications for report formats
- Procedures written to ISO, EN or client standards as needed
Integrations
- Open REST API — SAP, Maximo, NetSuite and any other system that accepts API connections
- NDT Reports (procedure references and versioned templates)
- Project tasks (procedure and WPS references)
- Certificates (Level III approver)
- Email notifications
- eLearning (procedure-based training content, where configured)
Measured impact
Everyone knows which procedure revision is current and who approved it. Approvals do not stall because approvers are reminded. Report formats stay consistent across technicians and offices.
Frequently Asked Questions
Can we upload our existing procedures?
Yes. A procedure can hold body text or an uploaded file, and goes through the same review and approval workflow.
Can we see what changed between revisions?
Yes. Every revision is kept with a snapshot, so earlier versions can be opened and compared.
Does this replace a full document management system?
It controls NDT procedures and report templates. Wider document management needs are scoped and configured during implementation.
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