Platform Overview
A tour of every area of NDT Pilot and how the areas connect.
Required permissions: None.
A map of the platform: Operations (dashboard, requests, quotations, invoicing, reports), Field & Assets (technician portal, personnel, sites, assets, equipment, technique sheets, documents), Customers, and System (audit trail, roles, settings).
Before you begin
- Read Introduction to NDT Pilot.
Step-by-step instructions
- 1
Dashboard
Your operational summary: open work, reports pending review, active technicians, customers, and the work pipeline.
- 2
Work Requests
The lifecycle of every job: New → Quoted → Approved → Scheduled → In Progress → Completed (or Cancelled).
- 3
Inspection Reports
The quality lifecycle: Draft → Submitted → Under Review → Approved or Rejected → Delivered.
- 4
Field & Assets
The technician portal, the personnel register, sites, the asset register, equipment with calibration, technique sheets, and the document library.
- 5
Customers
Your customer directory and the scoped customer portal view.
- 6
System
The audit trail, system activity, roles and access, settings, and tenant administration.
Expected result
You can navigate to the right area for any task.
What happens next
Open the page you need and use the help icon in the top-right corner for page-specific guidance.
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