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Running a job

Nine stages. Click through them, or read the table underneath.

Before you quote

Check the job fits what IDM is allowed to do — material, class, capability, resource. Anything outside the scope statement or the material approval matrix goes to the RWC before a price is given.

WMS-E-01General Manager · RWC for welding content

The same thing as a table

# Stage What happens Form Who signs
1 Enquiry Check the job fits what IDM is allowed to do WMS-E-01 GM · RWC
2 Order placed Technical review; no job card until signed WMS-E-01 Coordinator · RWC
3 Planning Weld map and inspection plan WMS-E-02 · B-12 Coordinator · RWC
4 Before welding Allocation, material and consumable issue WMS-E-02 · E-09 Coordinator
5 During welding Weld log and parameter surveillance WMS-E-04 · E-15 Welder · Coordinator
6 After welding Visual, NDT, dimensional WMS-E-05 Inspector · RWC
7 If something is wrong NCR raised, RWC dispositions WMS-E-08 RWC
8 Release Documentation pack and certificate of conformity WMS-E-12 Coordinator · RWC · GM
9 Continuously Monthly, quarterly and annual coordination WMS-E-13 RWC

Starting a job

  1. Download the template job folder and unzip it into 09 Jobs / the current year.
  2. Rename it: job number - customer - component.
  3. The seven numbered sub-folders are the seven sections of the job pack, in the order they are worked, with 00 Customer Documents in front of them for the customer's own paperwork. Work the job in folder order and the release pack assembles itself.

The template deliberately contains no blank forms. Blanks come from Documents every time — a form shipped inside a template goes out of date the first time it is revised, and that is how a superseded revision spreads through a shop.

Before you price it

If the job needs a material, filler or joint that is not on the material and consumable approval matrix, stop and refer it to the RWC — see WI-07. Do not price it as though IDM can do it.

See also the work instructions — seven single pages covering the things people actually have to do.

Controlled copy. The controlled master of every document in this system is the file held on the IDM server in the welding management system folder structure. This portal is a controlled view of it. Where the two differ, the server file governs.