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

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

Integrations

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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