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WeldEng V1.0 — FINAL CHECK CANDIDATE BUILD 090926-A2

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Welding Engineering Process Map

Welding Engineering Process Map — Command Centre

Select the welding-engineering activity that matches the task in front of you. This is the dedicated command centre for the discipline. These are independent guide entities, not one compulsory chronological sequence.

Core Welding Engineering

01
Welding TechnologyNew process / technology evaluation
02
Welding InvestigationIncident / technical problem investigation
03
WPS / PQR-WPQR Information ControlSearch and assess qualified procedures
04
WPS ProposalPrepare pWPS / qualification proposal
05
WPS / PQR-WPQR TestingQualification welding, NDT and testing
06
WPS Final ApprovalCompile, approve and control
07
Welder Qualification & PerformanceQualification, validity and records

Additional Guides

J
Joint DesignPreparations, geometry and illustrated joints
R
Weld RepairsCharacterise, repair, inspect and close
P
Production MonitoringWorkshop and site welding surveillance
S
Welding SafetySafety awareness and welding-engineering interface
M
Materials & ConsumablesMaterial and filler-metal guidance
C
Codes & StandardsGoverning requirements
CORE WELDING ENGINEERING ACTIVITIES
Welding TechnologyEvaluate new processes and technology
Welding InvestigationInvestigate incidents and technical welding problems
WPS / PQR-WPQR Information ControlSearch and assess existing qualified procedures
WPS ProposalDevelop a pWPS when new qualification is required
WPS / PQR-WPQR TestingQualification welding, NDT and mechanical testing
WPS Final ApprovalCompile, approve and control WPS/WPQR
Welder Qualification & PerformanceQualification, testing, certification and status
SUPPORTING WELDING ENGINEERING GUIDES
Joint Design
Weld Repairs
Production Monitoring
Welding Safety
Materials & Consumables
Codes & Standards
Engineering Tools
How to use the map: choose the activity you need help with. Each box opens its own controlled WeldEng Guide with purpose, information required, welding-engineer activities, decision points, interfaces and outputs.

Weld Production Monitoring

Weld Production Monitoring

A field guide for the welding engineer, coordinator or inspector monitoring production welding in a workshop or on site.

Technical QA reviewed — 7 September 2026: production-monitoring guidance checked to separate Welding Engineering surveillance from formal QC acceptance, ITP inspection and project record authority.

Production Monitoring — Field Mode

A touch-based temporary checklist for Welding Engineering surveillance in a workshop or on site. Ticks and notes are stored locally on this device only; this does not replace the ITP, formal QC inspection, hold-point release, NCR system or controlled project records.

Checklist progress0 / 19
Local working note only — not a formal NCR, inspection report or project record.
Role boundary: WeldEng Production Monitoring is a Welding Engineering surveillance aid. Formal VT/NDT acceptance, ITP hold/witness-point release, NCR disposition and fabrication release remain with the authorised project quality/inspection functions unless the Welding Engineer is specifically appointed to those roles.

Production Monitoring — Visual Route

BEFORE

1. Before Welding

WPS, materials, fit-up, consumables, welder qualification and equipment.

2. During Welding

Parameters, preheat/interpass, gases, technique and consumable control.

3. After Welding

Traceability, visual condition, PWHT release and inspection/NDT handover.

MONITORING

4. Record / Escalate

Document observations and escalate deviations before work proceeds.

Purpose

To verify that production welding is being carried out using the approved welding procedure, qualified personnel and specified controls, and to identify deviations before they become embedded in the work.

When to use this Guide

During fabrication, construction, site welding, production surveillance, first-off welding, critical welds, repair welding or whenever Welding Engineering needs to verify actual welding practice.

Why this matters

An approved WPS only controls production if it is actually followed. Monitoring provides assurance that joint preparation, consumables, temperatures, parameters, technique and traceability remain within the approved requirements.

Information you need

Drawing/isometric and weld ID, approved WPS/revision, applicable specification/ITP, material identification, welder ID/qualification, consumables, equipment/calibration status and inspection requirements.

Before Welding

  1. Confirm the correct approved WPS and current revision are available at the work location.
  2. Confirm the weld/joint identity and material against the drawing/isometric and traceability records.
  3. Check the joint preparation, root gap, alignment/fit-up, cleanliness and backing/purge arrangement as applicable.
  4. Confirm the welder/operator is suitably qualified for the work.
  5. Verify consumable classification, condition, batch/control and storage/handling requirements.
  6. Confirm welding equipment is suitable and required calibration/validation status is current.
  7. Check environmental and access conditions where they can affect welding quality.

During Welding

  1. Confirm preheat is achieved where required and monitor interpass temperature.
  2. Verify welding process, polarity/current type and technique against the WPS.
  3. Monitor actual current, voltage and travel speed/heat input where required.
  4. Check shielding/purge gas type, flow and protection where applicable.
  5. Observe bead sequence, cleaning between runs, inter-run grinding and removal of defects as applicable.
  6. Confirm consumables remain controlled and identifiable.
  7. Record any deviation and stop/escalate the activity where the approved WPS or project requirements are not being followed.

After Welding

  1. Confirm weld identification and welder traceability are complete.
  2. Review visual condition and any immediate production inspection requirements.
  3. Confirm PWHT or other post-weld controls are initiated where applicable.
  4. Ensure required NDT/inspection is requested or released in accordance with the ITP/project requirements.
  5. Record observations, deviations and any required engineering follow-up.

Decision Points

Is the correct WPS being followed? Is the welder qualified? Are parameters/temperatures within the approved range? Has a deviation occurred? Should welding continue, be placed on hold, or be escalated for engineering/project disposition?

Who you may need to involve

Production/Fabrication, Quality Control, NDT, Project Engineering, Materials/Metallurgy, client inspector and certifying authority where applicable.

Outputs / Records

Production-monitoring checklist/record, parameter observations, photographs where appropriate, deviation/hold-point record and engineering follow-up actions.

Related Guides

WPS / PQR-WPQR Information Control · Welder Qualification & Performance · Joint Design · Materials & Consumables · Weld Repairs.

Escalation / Stop-Work Triggers

Escalate or place welding on hold where the approved welding basis is unavailable or unsuitable, welder qualification cannot be confirmed, materials/consumables are unverified, preheat/interpass temperatures or other specified production controls are outside the approved basis, environmental conditions invalidate the WPS/method, or an uncontrolled deviation is identified.

Where the issue is safety-related, follow the site stop-work / HSE escalation process rather than treating it only as a welding-quality issue.

WPS / WPQR

Matching procedures

ReferenceMaterialProcessPWHTStatus
WPQR-015Duplex 2205GTAW/SMAWAs weldedCandidate
WPS-021Duplex 2205GTAW/SMAWAs weldedReview required

Joint Design

Joint Design

Select and review the joint configuration with welding process, access, qualification and inspection requirements in mind.

Technical QA reviewed — 7 September 2026: joint illustrations are explanatory schematics. Final groove dimensions, tolerances, backing/root arrangements and accessibility must come from the approved WPS, drawing and governing fabrication requirements.

Purpose

To guide the welding engineer through the principal considerations when selecting or reviewing a weld joint design.

When to use this Guide

When preparing or reviewing a WPS/pWPS, reviewing drawings or isometrics, planning a qualification test, assessing a repair joint, or checking WPS/WPQR coverage.

Why this matters

Joint geometry affects accessibility, penetration, weld-metal volume, heat input, distortion, inspection and qualification coverage.

Information you need

Material, thickness/diameter, drawing, applicable code/specification, welding process, access/position, penetration requirements, NDT requirements and applicable WPS/WPQR.

Welding Engineer Activities

  1. Confirm the joint type and required function from the design/workscope.
  2. Confirm material, thickness, diameter/product form and service requirements.
  3. Review applicable code, client specification and drawing requirements.
  4. Select/review a preparation compatible with the intended welding process and access.
  5. Consider root face, root gap, included angle, backing/back-gouging and penetration as applicable.
  6. Consider welding position, accessibility and practical welding sequence.
  7. Consider weld-metal volume, heat input, shrinkage and distortion.
  8. Confirm required inspection/NDT access.
  9. Check that the proposed configuration is within WPS/WPQR qualification.
  10. Document the accepted preparation in the appropriate controlled document.

Main Joint Designs — Illustrated Guide

Educational schematics only. Actual dimensions and preparation requirements must come from the applicable design, WPS and governing code/specification.

Decision Points

Can the joint be welded and inspected as proposed? Is complete penetration required? Is access available from one or both sides? Is it covered by the WPS/WPQR?

Who you may need to involve

Design/Project Engineering, Fabrication/Production, Quality Control/NDT, client and certifying authority where required.

Materials & Consumables

Materials & Consumables

Identify parent materials correctly and select welding consumables compatible with the process, service and project requirements.

Material grouping caution: ASME P-Numbers, ISO/TR 15608 groups and other grouping systems serve specific qualification purposes and are not universal material-equivalence systems. Do not substitute one grade for another solely because they share a qualification group.
Technical QA reviewed — 7 September 2026: materials/consumables guidance is selection-oriented only. Exact grade, grouping, filler classification, service condition and qualified WPS compatibility remain governing.

Purpose

Guide the material and consumable information that must be established before selecting, reviewing or qualifying a welding procedure.

When to use this Guide

During WPS/WPQR search, WPS Proposal, qualification, joint review, repair planning or material/consumable assessment.

Why this matters

Incorrect material identification or consumable selection can invalidate qualification coverage and produce unsuitable weld properties.

Information you need

Material specification/grade, product form, thickness, supply/heat-treatment condition, material certificates, service conditions, code/client specification, welding process and required weld properties.

Welding Engineer Activities

  1. Identify the parent material specification and grade from controlled information.
  2. Confirm product form, thickness and relevant supply/heat-treatment condition.
  3. Review certification and traceability where required.
  4. Establish the applicable material grouping/classification used by the governing qualification code.
  5. Identify supplementary project/service requirements affecting welding/testing.
  6. Assess relevant weldability considerations.
  7. Select a consumable classification compatible with material, process and required properties.
  8. Confirm required strength, toughness, hardness, corrosion or other weld-metal properties as applicable.
  9. Confirm shielding/purge gas and consumable handling/storage requirements where applicable.
  10. Check the selected combination is supported by the WPS/WPQR or identify the need for qualification.

Decision Points

Is the material positively identified and within an existing qualification range? Are special service properties required? Is the consumable compatible and qualified?

Who you may need to involve

Materials/Metallurgy, Project Engineering, Quality Control, Procurement, supplier, client and certifying authority where applicable.

Outputs / Records

Confirmed material identification/grouping, selected consumable classification and documented input to WPS/WPQR or qualification activities.

Related Guides

WPS / PQR-WPQR Information Control · WPS Proposal · Joint Design · WPS / PQR-WPQR Testing · Weld Repairs.

Codes & Standards

Codes & Standards

Establish which requirements govern the welding activity and how project/client requirements interact with the construction and qualification codes.

Requirements Hierarchy

Before reviewing a WPS, qualification or fabrication issue, establish the complete governing document set. A typical project may include legislation/regulation, construction code, welding qualification standard, client/company specification, project specification, drawings, ITPs and approved concessions/deviations.

Do not assume a generic hierarchy: the contract/project documents determine precedence. Where two requirements conflict, resolve the conflict through the project's authorised technical/document-control route rather than selecting the less restrictive requirement.
Technical QA reviewed — 7 September 2026: WeldEng distinguishes construction codes, qualification standards and project/client specifications. The contract/project document hierarchy determines which requirements govern.

Purpose

Guide the user in identifying and organising the codes, standards, client specifications and project documents applicable to a welding-engineering task.

When to use this Guide

At the start of a WPS/WPQR review, WPS Proposal, welder qualification, weld repair, production-monitoring activity or any technical review where acceptance depends on defined requirements.

Why this matters

Different documents control different aspects of the work. The welding engineer must know which document governs design/fabrication, procedure qualification, welder qualification, inspection/testing and any additional client requirements.

Important limitation

WeldEng will guide users to the relevant requirement categories and references but will not reproduce copyrighted standards. The contractually applicable controlled edition/revision of the governing code, standard or specification remains the authoritative source.

Welding Engineer Activities

  1. Identify the governing construction/design code from the project/workscope.
  2. Identify the applicable welding procedure qualification standard/code.
  3. Identify the applicable welder/operator qualification requirements.
  4. Identify client/company specifications that supplement or modify the base code requirements.
  5. Review the project ITP, drawings, data sheets and other documents that impose welding/inspection requirements.
  6. Establish document revision/status and confirm the correct editions are being used.
  7. Identify conflicts, ambiguities or additional requirements requiring clarification or concession.
  8. Record the applicable requirements/references for use in the welding-engineering activity.

Reference families

Construction/design codes · WPS/WPQR qualification standards · Welder qualification standards · NDT/testing standards · Material/consumable standards · Client/company specifications · Project ITP/drawings.

Outputs / Records

Defined applicable-document list, revision/edition status, identified supplementary requirements and any clarification/concession actions.

Welder Qualification & Performance

Welder Qualification & Performance

Answer the practical question: “Is this welder qualified for the weld we need them to make?”

Technical QA reviewed — 7 September 2026: welder-performance guidance revised to keep ISO 9606-1 and ASME Section IX validity/variable rules separate and to avoid applying procedure-qualification logic to welder qualifications.

Welder Qualification — Visual Route

1. Define the Required Scope

Process, material, product type, thickness/diameter, position and project requirements.

2. Check Existing Qualification

Search the qualification register/certificates and verify validity and coverage.

3. Test if Required

Define and control the welder qualification test using the applicable WPS and standard.

4. Certify / Maintain

Issue/update qualification records and maintain the approved-welder status.

Typical Documents

Purpose

To ensure that welders assigned to production work hold suitable, current qualifications for the required welding activity and that their status is properly controlled.

When to use this Guide

When selecting a welder for a project, checking an existing certificate, arranging a new qualification test, renewing/updating qualification status or reviewing project welder records.

Why this matters

A welder may hold several certificates yet still fall outside the scope required for a particular production weld. The certificate and its current validity/continuity evidence must be assessed against the actual work.

Information you need

Project welding requirement, governing qualification standard, WPS, welder identity, existing certificates, required process/material/joint/position, test requirements and any client/certifying-authority requirements.

Is the Welder Already Qualified?

Governing Standard

Confirm which welder qualification standard applies and whether the client/project adds further restrictions.

Welding Process

Confirm each production welding process requiring performance qualification is covered by the welder's qualification evidence.

Material / Product Type

Check the material/filler grouping or other material-related performance variables required by the selected qualification standard; do not assume procedure-qualification material rules are identical to welder-performance rules.

Thickness / Diameter

Compare the required production dimensions against the qualified range stated or established from the governing standard.

Joint / Backing

Check butt/fillet/pipe configuration, backing/root condition and any other joint variables relevant to the qualification.

Welding Position

Confirm position and, where applicable, vertical progression or fixed/rotated pipe condition.

Consumable / Technique

Review the filler-metal, transfer/deposition mode, backing/root and technique variables that the governing performance-qualification route actually controls.

Validity / Continuity

Confirm that the qualification remains valid under the selected standard and that the required continuity/confirmation evidence is current and traceable.

Project Acceptance

Confirm client/certifying-authority endorsement or project-specific acceptance where required.

SUITABLY QUALIFIED
May be assigned within the confirmed scope.
FURTHER REVIEW
Certificate, continuity or project acceptance needs clarification.
NEW / ADDITIONAL TEST REQUIRED
The existing qualification does not cover the required work.

If New Qualification Testing Is Required

  1. Define the qualification scope required by the project/workscope.
  2. Identify the applicable qualification standard and the WPS to be used for testing.
  3. Prepare the qualification request with all appropriate test information.
  4. Coordinate test facilities, programme and witnessing requirements.
  5. Ensure the test weld is correctly identified and the welding conditions are controlled.
  6. Arrange/review the required examination and testing.
  7. Compile the welder qualification certificate from the accepted test results.
  8. Submit for client/certifying-authority endorsement where required.
  9. Update the welder qualification register and communicate the approved status.

Qualification Maintenance / Update

The qualification-control methodology treats qualification maintenance as a controlled activity, not merely a certificate-expiry date. Project weld history and NDE/performance information are retained and fed back through Personnel/HR to Welding Engineering to support qualification validation/update.

Project Weld History

Maintain records of welding performed by the welder on the project.

NDE / Performance Evidence

Retain relevant project NDE results/performance information supporting qualification maintenance.

Qualification Register

Update the controlled welder register and qualification summary/status.

Endorsement

Where required, submit updated qualification information to the certifying authority/client for endorsement.

Who you may need to involve

Personnel/HR, project requisitioner, Quality Control, testing facility/test house, Commercial where qualification costs require approval, client and certifying authority as applicable.

Outputs / Records

Welder qualification request, test records, examination/test reports, welder qualification certificate, updated welder qualification register, qualification summary/ID information and maintenance/continuity evidence.

Select the Welder Qualification Route

ISO

EN ISO 9606-1

Active guidance route for steel welder qualification assessment.

IX

ASME Section IX

Active performance-qualification guidance route.

+

Other / Project-Specific

Controlled route for another governing qualification basis.

Guide limitation: exact qualified ranges, retest provisions and continuity rules are governed by the current applicable standard and project requirements. WeldEng does not reproduce copyrighted qualification tables.

NDT & Mechanical Testing

Production weld records will pass directly into NDT/inspection requests and results so acceptance and repair status remain traceable to the same Weld ID.

Weld Repairs

Weld Repairs

Assess, plan, control and verify a weld repair as a distinct welding-engineering activity.

Technical QA reviewed — 7 September 2026: repair guidance checked for characterisation, controlled defect removal, verification before rewelding, qualified repair basis, hold points and final close-out.

Weld Repair — Field Guide

Use this route when a weld indication, discontinuity or rejectable defect requires engineering review. It guides the sequence from characterisation through repair close-out without assuming that every indication requires repair.

1Characterise the IndicationWhat is it, where is it, how extensive is it, and what evidence exists?
2Establish Acceptance BasisApplicable code, client specification, NDT report and repair requirements.
3Plan Defect RemovalGrinding, machining or gouging controls and verification of removal.
4Confirm Repair Welding BasisRepair method, qualified WPS, consumables, thermal controls and welder.
5Execute Repair WeldControlled rewelding, monitoring and any special repair restrictions.
6Inspect & Close OutFinal NDT, records, traceability and engineering disposition.

1. Characterise the Indication

Has the indication been adequately characterised?

Review the inspection/NDT report, location, size, orientation, examination method and whether the indication is surface-breaking or internal. Confirm that the reported indication is sufficient to support an engineering decision.

Has the extent been established?

Do not rely on uncontrolled grinding alone. Define the removal/characterisation method, inspection hold points and how remaining indication extent will be confirmed before rewelding.

What is the material and weld history?

Confirm parent material, weld metal, original WPS where available, PWHT condition, service history and any previous repair history.

2. Establish Acceptance Basis

Is the indication unacceptable to the governing acceptance criteria?

Assess against the governing construction code, client/project specification and the acceptance criteria applicable to the examination method and component.

Is further characterisation required before repair?

If the NDT evidence is insufficient, define the additional examination needed before approving removal or rewelding.

Does the project require a formal repair method statement / concession?

Confirm the required approval route before work starts.

3. Plan Defect Removal

Define the excavation/removal method.

Grinding, machining or thermal gouging must be appropriate to the material, geometry and project requirements, with controls for heat input, contamination, cracking and loss of section as applicable.

Control the excavation shape.

Provide access for sound rewelding, avoid sharp transitions/notches and retain the minimum required wall/section thickness. Confirm any dimensional limitation before enlarging the excavation.

Verify complete removal.

Specify appropriate examination after excavation to verify complete removal before repair welding proceeds; the selected method must be suitable for the material and discontinuity sought.

4. Confirm Repair Welding Basis

Is there an approved repair method?

It should define excavation/removal, intermediate examination hold points, welding sequence, qualified WPS basis, consumables, thermal controls, any PWHT requirements and final examination.

Is the WPS suitable for repair geometry/material?

Confirm process, consumable, repair geometry, material/thickness, position, preheat/interpass, PWHT condition and any repair-specific restrictions are supported by the approved WPS/qualification basis.

Is the welder suitably qualified?

Verify the individual welder/operator qualification for the actual repair configuration.

5. Execute Repair Weld

Control preheat/interpass and consumables.

Apply the approved repair method and WPS, including consumable, preheat/interpass, heat-input and sequencing controls where specified.

Monitor the repair sequence.

Observe root/access condition, bead placement, inter-run cleaning and any dimensional restrictions.

Prevent uncontrolled extension of the repair.

If the excavation grows beyond the approved basis, remaining wall/section becomes uncertain, new cracking/indications appear, or the repair geometry changes materially, place the repair on hold and re-assess before continuing.

6. Inspect & Close Out

Complete required final NDT.

Complete the required final examination using the approved method(s), extent and acceptance criteria for the repaired weld.

Complete post-weld controls.

PWHT, hardness, dimensional restoration or other testing as required by the repair basis.

Close the repair record.

Retain the original indication/NDT evidence, repair method, WPS, welder identity, excavation/removal verification, intermediate hold-point evidence where required, final NDT and engineering disposition/approval.

PROCEED
Repair basis confirmed and controls in place.
HOLD / REVIEW
Further NDT, engineering or approval required.
STOP
Repair basis invalid or uncontrolled condition identified.
Repair control principle: repair welding should not begin simply because excavation has started. The unacceptable indication should be removed/characterised to the required extent, remaining section confirmed, the approved repair basis verified, and any required inspection hold point released before rewelding.
Local working note only — not a formal repair record, NCR or concession.

Weld Repair — Visual Route

1. Characterise

Confirm defect type, extent, material, weld history and acceptance requirements.

2. Remove Defect

Define excavation/grinding/gouging and verify removal before rewelding.

3. Repair Weld

Use approved repair method, qualified WPS and qualified welder.

4. Inspect / Close

Complete required NDT/testing and formally close the repair record.

Purpose

Provide a structured engineering approach when an existing weld or welded component requires repair.

When to use this Guide

When inspection/NDT identifies a defect/nonconformity, service damage requires welding repair, or fabrication requires an engineering-approved repair method.

Why this matters

A repair is not simply welding the area again. Defect characterisation, excavation, repair procedure, personnel, inspection and acceptance need controlled engineering decisions.

Information you need

Weld/component ID, defect/NDT evidence, drawings, material/thickness, original WPS/WPQR where available, relevant service/repair history, code/client requirements and acceptance criteria.

Welding Engineer Activities

  1. Establish what requires repair and obtain defect/NDT information.
  2. Confirm weld/component identity, material, thickness and relevant design/service information.
  3. Review applicable code, client specification and repair/acceptance requirements.
  4. Review original WPS and available welding/repair history.
  5. Determine whether further investigation or defect characterisation is required.
  6. Define repair/excavation method and inspection after defect removal.
  7. Determine whether an existing qualified WPS covers the repair conditions.
  8. If not, establish the repair WPS/qualification/concession route.
  9. Define preheat/interpass/PWHT and consumable requirements as applicable.
  10. Prepare/review the controlled repair method or instruction.
  11. Ensure repair welding is performed by suitably qualified personnel using the approved procedure.
  12. Define and review post-repair inspection/NDT.
  13. Assess results against applicable acceptance criteria and close or reassess the repair.

Decision Points

Is the defect fully characterised? Can it be repaired? Does an existing WPS cover it? Is a concession/approval required? Is defect removal verified? Is the completed repair acceptable?

Who you may need to involve

Project/Design Engineering, Quality Control/NDT, Production/Fabrication, Materials/Metallurgy, client and certifying authority as applicable.

Outputs / Records

Repair assessment, approved repair method/instruction, applicable WPS, excavation inspection evidence, post-repair NDT/test results and final acceptance/close-out.

Related Guides

Welding Investigation · WPS / PQR-WPQR Information Control · WPS Proposal · Joint Design · Materials & Consumables.

Engineering Tools

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Stage 1 — Workscope / Welding Engineering Enquiry

What is this stage?

The process begins when a project, tender, client or engineering function raises an enquiry requiring welding-engineering input.

What information is needed?

Workscope drawings/isometrics, material grades, diameter and thickness, applicable codes, client specifications, service conditions and special testing requirements.

What does the Welding Engineer do?

Review scope and requirements, identify materials/processes, establish whether pre-qualified procedures may be used, and determine whether an existing WPS/WPQR supports the work.

What happens next?

Proceed through Materials and Codes & Specifications, then WPS/WPQR selection or qualification planning.

Decision — Is a Suitable Qualified Procedure Available?

YES — Existing / Pre-qualified Route

Assess the selected WPS/WPQR against the actual workscope, applicable code, client specification, materials, joint configuration and required welding conditions. If suitable, proceed toward approval/selection for production use and welder qualification.

NO — New Qualification Route

Where no suitable qualified procedure is available, proceed to a WPS Proposal / pWPS and plan the weld procedure qualification.

WPS Proposal

WPS Proposal

Develop a proposed welding procedure when no suitable existing permitted/qualified WPS is available, or when project/client requirements call for a specific qualification.

WPS Proposal — Visual Route

Typical Document

WORKSCOPE

1. Define Need

Review scope, code, material, process and qualification gap.

JOINT

2. Select Variables

Process, joint, consumable, position and intended production variables.

pWPS

3. Prepare pWPS

Document the proposed welding variables for qualification.

APPROVE TO TEST

4. Review / Release

Resolve comments and release the proposal into qualification testing.

Purpose

To convert the proposed welding application into a controlled pWPS suitable for review and qualification.

Typical triggers

No suitable existing permitted/qualified WPS; new material/thickness; different process; client-specific requirement; changed code/specification; or an existing WPS outside the required scope.

Why this matters

The qualification test should represent the intended production welding. A poorly defined proposal can produce a qualification that does not cover the actual workscope.

Information required

Workscope/drawings, client specifications, applicable codes, materials, joint design, welding process, consumables, expected production conditions and test/approval requirements.

Welding Engineer Activities

  1. Review the scope and identify any departure from existing qualified work.
  2. Confirm applicable codes, client specifications and allowable processes.
  3. Review existing qualified procedures and confirm a new qualification is necessary.
  4. Compare project requirements with approved procedures and define the qualification gap.
  5. Select the most suitable welding process/process combination and joint preparation.
  6. Select consumables capable of meeting the required weld-metal properties.
  7. Define the proposed welding variables required by the selected qualification route and prepare the pWPS/WPS proposal; do not label a variable 'essential' until the governing standard/process rules have been checked.
  8. Check whether one proposed qualification can legitimately cover other required configurations.
  9. Submit the proposal for client review/comment/approval where required.
  10. Resolve specification anomalies, deviations or concessions before testing.
  11. Obtain certifying-authority review where applicable.
  12. Initiate the weld procedure qualification request and define the material, test and witnessing requirements.

Decision Points

Can an existing qualification be used? Does the proposed procedure reflect production intent? Are additional tests, concessions or third-party approvals required?

Outputs / Records

Approved pWPS/WPS proposal, review comments/approvals, qualification request and defined test requirements.

Procedure Qualification / Run-Out

Record the qualification weld and its actual welding characteristics so the resulting test evidence can support the WPQR and production WPS.

Finalise / Approve WPS

Following satisfactory qualification and approval of the WPQR, prepare/finalise the WPS for production use within the established qualification range and applicable project requirements.

Production Inspection / NDT

Production inspection is distinct from procedure-qualification testing. It verifies production welds against the project inspection and acceptance requirements and feeds acceptance or repair disposition.

Welding Technology

Welding Technology

Evaluate and control the introduction of new welding processes and technology.

Purpose

To provide a controlled engineering route for assessing a new welding process or technology before it is approved for controlled company or project use.

Trigger / Input

A new welding process or development is identified through welding publications, other welding-related media or an external source. Detailed technical information is then obtained for review.

Why this matters

A process should not be introduced simply because it is new or commercially attractive. Welding Engineering needs evidence that it is technically suitable, controllable and beneficial for the intended application.

Required information

Available technical literature, external reports, process capability information, reported test data, equipment information and any research/development evidence relevant to the proposed process.

Welding Engineer Activities

  1. Review the available information and evaluate the proposed process.
  2. Identify and document the advantages and disadvantages.
  3. Determine whether the process could provide a genuine benefit to the company or intended application.
  4. Identify any research or development work required before the process can be accepted.
  5. Prepare a report and recommendation and obtain management/director agreement before proceeding with implementation trials.
  6. Process the new technology through the company's WPS Proposal route where qualification or controlled welding trials are required.
  7. Collect and evaluate reported/test data, including current setting and accuracy; voltage stability; welding speed and accuracy; wire-feed speed and accuracy; duty cycle/efficiency; pulse and slope settings; cooling requirements; process capability without cooling; process limitations; weldability; gas type/cost/suitability; welder familiarity; control method; and equipment mobility.
  8. Issue a final evaluation/recommendation for acceptance, further development or rejection.

Decision Points

Is there sufficient technical benefit to justify further work? Is additional R&D required? Is formal WPS qualification necessary? Are the process characteristics stable and suitable for the intended welding application?

Outputs / Records

New-process evaluation report, supporting external/test reports, recommendation, approval/rejection decision and—where applicable—WPS Proposal/qualification documentation.

Welding Investigation

Welding Investigation

From incident information to supported engineering findings and corrective action.

Purpose

To investigate a welding-related incident or technical problem in a structured manner and provide the responsible project/engineering function with supported findings and a recommended course of action.

Trigger / Input

A project manager or engineer requests a welding investigation and supplies a documented background to the incident, any previous investigation information and other evidence that may assist the review.

Why this matters

A welding problem can have several possible causes. The engineer needs to establish the facts and severity before recommending corrective action or issuing a method statement.

Typical evidence

Incident description, drawings, welding records, WPS/WPQR information, inspection/NDT evidence, material information, photographs, previous investigation data and any relevant external reports.

Welding Engineer Activities

  1. Review all information supplied with the investigation request.
  2. Establish the nature and apparent severity of the incident/problem.
  3. Identify information gaps and request further clarification or evidence where required.
  4. Visit the incident location when necessary to examine the problem directly.
  5. Define any specialist examination, testing or external services required to establish the cause or condition.
  6. Review and analyse the resulting external-service reports and other evidence.
  7. Develop the technical findings and recommended solution or corrective action.
  8. Report back to the project manager/engineer and, where required, issue an engineering method statement.

Decision Points

Is a site visit necessary? Is specialist/external examination required? Is the evidence sufficient to determine a cause and corrective action? Is a controlled method statement required?

Outputs / Records

Investigation report, external test/examination reports, findings, recommended solution/corrective action and any issued method statement.

WPS / PQR-WPQR Information Control

WPS / PQR-WPQR Information Control

Find and assess existing permitted or qualified procedures before unnecessary new qualification work is started.

Technical QA reviewed — 7 September 2026: generic guidance revised to distinguish procedure-test qualification from prequalified/standard-WPS routes and to avoid treating all WPS variables as universally essential.

How WPS and WPQR Relate

Production Requirement

Material, thickness, diameter, joint, process, position, PWHT, toughness and project requirements.

Qualification Basis

Determine whether the route is procedure-test qualified, prequalified/standard WPS, or another project-approved basis.

WPS

Defines how production welding is to be carried out.

Supporting Evidence / Scope

For test-qualified routes, review the PQR/WPQR and qualified range. For other permitted routes, verify every condition of that route.

WPS / PQR-WPQR Assessment Guide

Use this guide when the engineering question is: “Can this WPS be used for the proposed production weld?” The Guide identifies what must be compared; the exact qualification limits remain controlled by the governing standard and project requirements.

Step 1 — Define the Production Requirement

Establish what the proposed weld actually requires before reviewing the documents.

Step 2 — Review the WPS

Check that the production instruction contains the required variables and is internally consistent.

Step 3 — Confirm the Qualification Basis

For a procedure-test route, review the supporting PQR/WPQR. For a prequalified, standard-WPS or other permitted route, verify that all conditions of that route are satisfied.

Step 4 — Establish Permitted Scope

Use the governing standard/code to establish whether the WPS is permitted for the proposed production application.

What the Welding Engineer should compare

Governing Requirements

Construction / fabrication code
WPS/WPQR qualification standard
Client / company specification
Project ITP / drawing requirements

Parent Material

Material specification / grade
Material grouping used by the governing standard
Product form
Dissimilar combination where applicable

Dimensions

Production thickness
Pipe diameter / product diameter where applicable
Deposited weld-metal thickness where relevant
Branch / attachment dimensions where relevant

Welding Process

Process or process combination
Manual / mechanised / automatic status where relevant
Current type / polarity where relevant
Transfer mode / process variant where applicable

Joint Configuration

Butt / fillet / branch / repair configuration
Single-sided / double-sided welding
Backing / no backing / back-gouging
Joint preparation within WPS allowance

Consumables

Filler classification / specification
Consumable type / product form
Flux / wire combination where applicable
Shielding / purge gas where applicable

Position

Production welding position
Vertical progression where applicable
Pipe fixed / rotated / inclined condition
Qualification range per selected standard

Thermal Controls

Preheat minimum
Interpass minimum / maximum
PWHT / as-welded condition
Heat input / arc-energy restrictions where applicable

Testing / Service Requirements

Impact toughness requirements
Hardness limitations
Corrosion / ferrite / chemistry requirements
Any project-specific supplementary testing
Important: where a WPS is based on a welding procedure test, review the WPS together with its supporting PQR/WPQR and the governing qualification rules. Do not assume every WPS route requires a PQR/WPQR: prequalified or standard-WPS routes may be permitted by some standards/codes, but only when all conditions of that route are satisfied.

Assessment Outcome

SUITABLE
Procedure can be used within the confirmed scope.
FURTHER ENGINEERING REVIEW
Information, concession or standard-specific assessment is still required.
NOT SUITABLE
Existing qualification does not cover the proposed welding.

Select the Governing Qualification Route

Choose the route that applies to the procedure being assessed. Each route now opens its own guide. WeldEng does not apply one universal qualification logic.

IX

ASME Section IX

Procedure-qualification review route based on ASME IX concepts and document checks.

ISO

EN ISO 15614-1

Procedure-qualification review route for ISO-style WPS/WPQR assessment.

AWS

AWS D1.1

Guide route distinguishing prequalified and qualification-tested WPS approaches.

+

Other / Project-Specific

Generic controlled engineering-assessment route for other governing requirements.

Current v1.9 position: these routes are active guidance modules. Exact qualification ranges and acceptance limits remain governed by the current controlled edition of the applicable standard/specification and are not automatically calculated here.

Typical Documents

Relationship: the WPS tells production how to weld; the WPQR/PQR provides the qualification evidence that supports the WPS within the applicable qualified range.

Purpose

To determine whether suitable existing approved, qualified or otherwise permitted welding procedures already exist for the proposed workscope and to provide a controlled response identifying usable procedures or the need for new qualification.

Trigger / Input

A WPS Search Request is received from Bid/Tender or Engineering together with drawings, specifications and other welding information relevant to the proposed work.

Why this matters

The first engineering question should normally be whether existing qualified procedures can safely and legitimately cover the work. Reusing suitable qualifications avoids unnecessary testing, cost and delay while preserving code and client compliance.

Information to establish

Scope of work; client specifications and applicable codes; allowable welding processes; electrode/consumable type and grade; material type and grade; whether pre-qualified procedures are permitted; and any other welding requirements that affect procedure selection.

Welding Engineer Activities

  1. Review the workscope, drawings/isometrics and supplied technical information.
  2. Establish the client's specifications and all applicable welding/construction codes.
  3. Identify the allowable welding processes for the application.
  4. Identify the permitted electrode/consumable type and grade.
  5. Confirm the material specification/grade and relevant welding requirements.
  6. Establish whether pre-qualified procedures are permitted by the client/project requirements.
  7. Define the search criteria and search/filter the controlled WPS/WPQ information library.
  8. Assess candidate procedures against the proposed application rather than relying on document title alone.
  9. Report the pre-qualified procedures that are suitable and available.
  10. If suitable procedures are not available, identify the gap and proceed toward WPS Proposal / new procedure qualification, including an estimate/cost analysis where required.

Decision Point

Does an existing WPS satisfy the proposed production application, governing qualification rules and applicable project/client requirements?
YES — identify/report the applicable pre-qualified WPS/WPQ for further project/client review as required.
NO — initiate the WPS Proposal / procedure qualification route.

Outputs / Records

Completed WPS Search response, identified procedure references, documented qualification gaps and, where required, a new qualification proposal/estimate.

WPS / PQR-WPQR Testing

WPS / PQR-WPQR Testing

Control the qualification weld and verify the NDT, mechanical testing and supporting evidence required for procedure qualification.

WPS / PQR-WPQR Testing — Visual Route

Typical Qualification Records

1. Qualification Weld

Weld the coupon under controlled, recorded conditions.

NDT

2. Inspect / NDT

Complete any required visual/NDT examination at the stage prescribed by the governing qualification route before destructive testing where applicable.

MECHANICAL TESTS

3. Mechanical Tests

Tensile, bends, impact, hardness, macro and other tests as required.

WPQR

4. Review Results

Accept only when the complete qualification evidence is satisfactory.

Purpose

To ensure the qualification weld is made, inspected and tested under controlled conditions and that the resulting evidence supports the WPQR.

Trigger / Input

An agreed pWPS/qualification request, approved material, joint details, consumables, test requirements, witnessing requirements and any PWHT/special controls.

Why this matters

A procedure qualification record is only as reliable as the recorded qualification conditions and required test evidence behind it. Required evidence varies by the governing qualification route and project requirements.

Typical evidence

Qualification weld record, material/consumable certificates, NDT reports, PWHT charts where applicable, calibration certificates and mechanical-test reports.

Welding Engineer Activities

  1. Verify material, joint design, consumables and pWPS before welding starts.
  2. Ensure the qualification weld/test coupon is uniquely identified and traceable.
  3. Control or witness the qualification welding and ensure actual welding parameters are recorded.
  4. Review the completed qualification weld record.
  5. Arrange any visual/NDT examination required by the governing qualification route or project specification and review the results.
  6. Where applicable, verify PWHT records and related calibration/control evidence.
  7. Define and request the required mechanical testing.
  8. Coordinate client/certifying-authority witnessing where required.
  9. Verify/witness specimen identification and extraction where applicable.
  10. Review tensile, bend, macro/micro, hardness, Charpy impact, corrosion, ferrite, chemical analysis and any other specified tests as applicable.
  11. Confirm that all required results meet the applicable acceptance criteria.
  12. Resolve failed, missing or questionable results before qualification is accepted.

Decision Points

Did the qualification weld follow the agreed proposal? Are NDT and mechanical-test results acceptable? Is re-test/additional investigation required?

Outputs / Records

Completed qualification record, NDT/mechanical-test reports, PWHT/calibration evidence where applicable and the controlled technical package for WPS Final Approval.

WPS Final Approval

WPS Final Approval

Compile the successful qualification evidence into a controlled WPS and supporting qualification package for production use.

Typical Final Documents

Purpose

To compile, review, approve and distribute the final welding procedure documentation following successful qualification.

Trigger / Input

Successful qualification welding and acceptable inspection, NDT and mechanical-test results.

Why this matters

The issued WPS is the controlled production instruction and must have the correct qualification/permitted-use basis and any approvals required by the project.

Typical documents

WPQR, final/proposed WPS, qualification weld record, PWHT records where applicable, NDT reports, mechanical tests, material/consumable certificates, calibration certificates and concessions/deviations.

Welding Engineer Activities

  1. Compile the complete WPS and supporting qualification/permitted-use package.
  2. Check all required inspection, test, material, consumable, heat-treatment and calibration evidence is present and traceable.
  3. Complete and format the final WPS and, for a procedure-test route, the PQR/WPQR documentation.
  4. Confirm the production WPS remains within the qualified ranges.
  5. Update the controlled WPS/WPQR library/index.
  6. Submit the package for client review/comment/approval where required.
  7. Resolve comments and revise documentation as necessary.
  8. Request certifying-authority approval where applicable.
  9. Distribute the approved WPS to relevant Quality Control/site/production functions.
  10. Maintain controlled revision/distribution status and report final qualification status.

Decision Points

Is the package complete? Is the WPS inside the qualified range? Are all required client/third-party approvals complete? Is the issued revision controlled?

Outputs / Records

Approved/issued WPS, supporting PQR/WPQR where applicable, controlled index/distribution record, approval evidence and final qualification/permitted-use status.

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ASME Section IX — Procedure Qualification Guide

ASME Section IX Route

Use this route to structure review of a WPS where ASME Section IX governs welding procedure qualification.

Technical QA reviewed — 7 September 2026. This route reflects ASME's public description of Section IX procedure qualification concepts. Exact variable classifications and ranges must be checked in the current controlled Section IX edition.
Key principle: do not treat every item written on a WPS as an essential variable. Section IX distinguishes essential variables, nonessential variables and, when notch-toughness qualification is required, supplementary essential variables. The applicable classification is process-specific.

1. Confirm governing basis

Identify the construction code, project specification and Section IX basis invoked for the work. Construction codes and client specifications may add requirements beyond Section IX qualification.

2. Identify the WPS route

Determine whether the WPS is supported by a procedure qualification record or uses another Section IX-permitted route such as an adopted standard WPS where applicable.

3. WPS ↔ PQR support

For a test-qualified WPS, confirm the referenced PQR is traceable and supports the WPS. Compare the actual qualification variables recorded on the PQR with the WPS requirements.

4. Classify variables correctly

Use the process-specific Section IX variable rules to identify essential, nonessential and any supplementary essential variables. Do not infer requalification requirements from a generic checklist alone.

5. Base metals / thickness

Review the applicable base-metal identification/grouping and thickness/deposited-weld-metal scope using the current Section IX rules.

6. Welding process / filler

Verify the process or process combination and applicable filler-metal variables against the process-specific qualification rules.

7. Joint / position / technique

Confirm the WPS states the required production details, but establish from the applicable process table whether a proposed change is essential, supplementary essential or nonessential before deciding that requalification is required.

8. Preheat / PWHT / electrical variables

Review thermal and electrical characteristics against the applicable process-specific variable classifications and the intended production condition.

9. Notch toughness

Where the construction code or project requires notch toughness, identify and apply the supplementary essential variables in addition to the normal essential variables.

10. Project additions

Apply construction-code, hardness, corrosion/service, client and other project requirements that may be more restrictive than the basic Section IX qualification.

Outcome

Suitable — the WPS has a valid Section IX qualification/permitted-use basis and the proposed production weld is within that scope.
Further Review — a current-code classification/range check or project clarification is still required.
Not Suitable — the proposed production condition is outside the permitted scope.

Related Guides

WPS / PQR-WPQR Information Control · WPS Proposal · WPS / PQR-WPQR Testing · WPS Final Approval · Materials & Consumables · Joint Design.

EN ISO 15614-1 — Procedure Qualification Guide

EN ISO 15614-1 Route

Use this route to structure review of a pWPS/WPS and WPQR where EN ISO 15614-1 governs welding-procedure qualification.

Reference status checked — 7 September 2026: ISO 15614-1:2017 with Amendment 1:2019 remains the published edition on ISO's catalogue; Edition 3 is under development. Always verify the current controlled edition before use.
Key principle: ISO 15614-1 qualifies a preliminary WPS by welding procedure test and establishes a range of qualification. The published 2017 edition uses Level 1 and Level 2 procedure tests; where no level is specified by contract/application standard, Level 2 applies.

1. Confirm applicable documents

Establish the construction/application standard, project/client specification, EN ISO 15614-1 edition/amendment and the qualification level required.

2. pWPS / WPS ↔ WPQR traceability

Confirm the production WPS is supported by the appropriate WPQR and that the variables stated on the WPS are within the range established by the qualification.

3. Qualification level

Confirm whether Level 1 or Level 2 applies. Do not mix the testing/range assumptions of the two levels.

4. Material grouping

Compare the proposed parent materials and combination with the material grouping demonstrated by the WPQR and the applicable range rules.

5. Product type / dimensions

Establish the permitted product type, thickness and diameter range from the actual test-piece dimensions and current standard rules.

6. Process / consumables

Verify the welding process(es), process sequence, filler material and shielding/backing gas variables against the applicable qualification rules.

7. Joint / backing / position

Compare joint type, backing/root arrangement, welding position and progression with the scope demonstrated by the procedure test.

8. Thermal controls

Review heat input/arc energy, preheat, interpass and PWHT conditions against the applicable qualification limits and project metallurgical requirements.

9. Examination / testing

Confirm the qualification package contains the examinations and mechanical tests required by the selected level, application standard and any project additions.

10. Intended application

Remember that ISO 15614-1 applies to production welding, repair welding and build-up welding within its scope; verify that the proposed use is within the applicable qualified range.

Outcome

Suitable — the WPS is supported by the WPQR and the proposed production application remains within the qualified range.
Further Review — a current-standard check, level clarification, project clarification or additional evidence is required.
Not Suitable — the proposed production condition is outside the supported qualification.

Related Guides

WPS Proposal · WPS / PQR-WPQR Testing · WPS Final Approval · Joint Design · Materials & Consumables · Welding Positions.

AWS D1.1 — WPS Route Guide

AWS D1.1 Route

Use this route to decide whether a structural-steel WPS may use the prequalified route or requires procedure qualification testing.

Reference status checked — 7 September 2026: AWS lists D1.1/D1.1M:2025-AMD1 as the current Structural Welding Code — Steel. Always verify the edition invoked by the project contract/specification.
Key principle: a prequalified WPS is not supported by a PQR merely because it is called “prequalified.” It is exempt from WPS qualification testing only when all applicable prequalification conditions are satisfied. If they are not, use the qualification-test route.

1. Confirm D1.1 applies

Verify the work is structural steel within the scope adopted by the project/contract and identify any project-specific additions.

2. Decide the route

Determine whether the proposed WPS can satisfy every applicable prequalification condition or must be qualified by test.

3. Prequalified WPS route

Verify all applicable requirements for base metal, process, filler metal, joint detail, position, technique and other prescribed prequalification conditions using the current code.

4. Qualification-test route

Where prequalification is unavailable or any required condition is not met, qualify the WPS under the code's procedure-qualification provisions and retain the required qualification record.

5. Do not mix routes

Do not use a partly prequalified / partly assumed basis. The WPS must have a complete permitted basis for the intended production weld.

6. Project additions

Apply project-specific toughness, NDT, consumable, service, engineer-of-record or client requirements in addition to the base D1.1 route.

2025 code organization note: AWS public material identifies Clause 5 as Prequalification of WPSs and Clause 6 as Qualification. Clause numbering can change in future editions, so WeldEng should not rely on clause numbers without checking the project edition.
PREQUALIFIED ROUTE
Only where all applicable prequalification conditions are satisfied.
QUALIFICATION TEST ROUTE
Use when prequalification is unavailable or not fully satisfied.
NOT ACCEPTABLE AS-IS
Revise the WPS or obtain the required qualification/approval.

Other / Project-Specific Qualification Route

Project-Specific Assessment

Use this route where another code, company standard, client specification or bespoke technical basis governs the welding procedure.

Identify the governing document set

List construction code, procedure qualification standard, client/company specification, ITP and any approved deviations/concessions.

Define essential comparisons

Material, dimensions, process, joint, filler metal, position, thermal conditions, testing and service requirements.

Document the engineering basis

Record exactly why the existing WPS/WPQR is considered suitable, unsuitable or subject to further review.

Escalate where unclear

Seek clarification, concession, third-party review or new qualification rather than assuming equivalence between different standards.

EN ISO 9606-1 — Welder Qualification Guide

EN ISO 9606-1 Route

Structure the assessment of a welder qualification for manual or partly mechanized fusion welding of steels.

Reference status checked — 7 September 2026: ISO 9606-1:2012 remains the published edition; ISO states it was last reviewed and confirmed in 2023. Two corrigenda apply (2012 and 2013), and a replacement draft is under development.
Scope point: ISO 9606-1 emphasizes the welder's ability to manually manipulate the electrode, torch or blowpipe and covers manual or partly mechanized fusion-welding processes. Fully mechanized and automatic welding are outside this part's scope.

1. Confirm standard / project basis

Verify ISO 9606-1 is the qualification basis invoked for the work and identify any application-standard, client or project additions.

2. Identity / traceability

Confirm the welder identity, certificate/test reference, examiner or examining body information, test date and traceability to the supporting examination/test evidence.

3. Welding process

Confirm the welding process represented by the qualification test and the process required for production. Treat multi-process qualifications carefully and verify the scope for each process.

4. Product type / weld type

Check plate/pipe and butt/fillet implications using the current standard. Do not assume a butt-weld qualification automatically covers every fillet-weld application without checking the applicable provisions.

5. Filler / material-related variables

Review the filler-material grouping and other material-related performance variables required by ISO 9606-1 rather than importing WPS/WPQR material-grouping logic.

6. Dimensions

Establish the qualified deposited thickness and pipe outside-diameter scope, where applicable, from the test piece and current standard rules.

7. Position / progression

Verify the test position, production position and vertical progression where applicable against the permitted qualification range.

8. Weld details

Check backing/root conditions, single/multi-layer conditions and other performance variables controlled by the standard for the process and test configuration.

9. Examination / testing

Confirm the test weld was examined/tested by the methods required for the qualification route and that the results are acceptable and traceable.

10. Validity / confirmation

Verify the certificate remains valid using the applicable ISO 9606-1 validity/confirmation method selected for the project. Do not reduce this check to a generic certificate-expiry date.

Revision warning: ISO shows ISO 9606-1:2012 at stage 90.92 (“to be revised”) with a replacement draft in development. WeldEng must re-check this module before commercial release and whenever the replacement standard is published.

ASME Section IX — Welder Performance Qualification Guide

ASME IX Welder Route

Structure the review of a welder or welding-operator performance qualification where ASME Section IX governs.

Technical QA reviewed — 7 September 2026: ASME's public Section IX material identifies Article III as Welding Performance Qualifications and treats welder/operator performance variables separately from WPS procedure variables.
Key principle: do not assess a welder's qualification by using the WPS essential-variable list. Section IX has performance-qualification variables for welders and welding operators; the applicable variables depend on the welding process and whether the individual is a welder or operator.

1. Confirm governing basis

Identify the construction code/project requirements and confirm Section IX is the personnel performance-qualification basis.

2. Welder or welding operator?

Determine whether the individual is performing manual/semiautomatic welding as a welder or machine/automatic welding as a welding operator. Apply the correct performance-qualification route.

3. Process

Confirm the process used for qualification and the production process required. Use the applicable Article III performance variables for that process.

4. Test coupon / production weld

Review test coupon or production-weld qualification evidence, as permitted by the governing requirements, and its relevance to the proposed work.

5. Deposited thickness / diameter

Establish the permitted deposited weld-metal thickness and pipe-diameter scope, where applicable, from the qualification evidence and current Section IX rules.

6. Position

Check the qualified welding position(s) against the required production position using the applicable performance-qualification provisions.

7. Filler / backing / transfer variables

Review only the filler-metal, backing, transfer-mode or other variables that the applicable performance-qualification rules identify for the process.

8. Examination / test evidence

Confirm the qualification was completed using the examination/testing route permitted by Section IX and required by the construction code/project, with traceable results.

9. Continuity

Confirm the qualification has been maintained in accordance with Section IX continuity/renewal requirements and the Certificate Holder's quality-control records.

10. Project additions

Apply construction-code/client requirements beyond the basic Section IX performance qualification, including any project-specific welder approval or production-test requirements.

Documentation point: ASME/National Board public guidance identifies Section IX QW-322 for maintaining or renewing welder/welding-operator qualifications. WeldEng should continue to treat continuity as a controlled record, not merely a date printed on a certificate.

Other / Project-Specific Welder Qualification

Project-Specific Welder Route

Use when another qualification standard or project/client requirement governs the welder approval.

Identify governing documents

Qualification standard, project/client specification and any additional certification requirements.

Define required scope

Process, material, joint/product type, thickness/diameter, position and other controlled variables.

Review evidence

Certificate, test reports, continuity/performance records and any third-party endorsement.

Document decision

Record suitable / further review / new test required, including the engineering basis.

Welding Safety

Welding Safety Guide

Practical safety awareness for welding-engineering activities in workshops, fabrication yards and construction sites.

Safety QA reviewed — 7 September 2026: this module remains an engineering-interface and awareness guide, not a substitute for employer/site risk assessment, permits, COSHH/SDS, isolation, occupational-health controls or competent HSE authority.
Scope: WeldEng Safety is an awareness and engineering-interface guide. It does not replace the employer's HSE management system, risk assessment, permit-to-work system, COSHH/SDS requirements, hot-work controls, confined-space procedure or site-specific rules.

Purpose

To prompt the Welding Engineer to consider safety controls when defining, reviewing, witnessing or monitoring welding work, and to recognise when the work must be referred to the responsible HSE / site authority.

Use it when

Planning welding, approving a method, preparing for qualification testing, monitoring production, investigating an incident, reviewing repairs or working in unfamiliar site/workshop conditions.

Hot Work / Fire

Confirm the site's applicable hot-work permit/authorisation, combustible-material controls, fire watch, spark/molten-metal containment and any required post-work monitoring.

Fumes / Ventilation

Consider welding process, base/consumable materials, coatings/contaminants, fume composition, local exhaust/general ventilation and respiratory controls required by the employer/site exposure assessment.

Electrical Safety

Check equipment condition, leads/connectors, welding-current return arrangements, wet/conductive conditions and authorised electrical inspection/testing requirements.

Gas Cylinders / Hoses

Confirm secure storage/use, correct regulators, hose condition, segregation, leak control and site requirements for compressed gases; oxygen enrichment and inert-gas asphyxiation are hazards where relevant.

PPE / Arc Radiation

Ensure task-appropriate welding PPE, eye/face protection, protective clothing and shielding of nearby personnel from arc radiation and hot particles are addressed by the work controls.

Grinding / Gouging / Preparation

Consider guarding, discs/tools, sparks, noise, dust and hot-metal hazards associated with preparation and repair activities.

Confined / Restricted Spaces

Do not treat welding controls alone as sufficient. Apply the site's confined-space assessment, isolation, atmosphere testing/monitoring, ventilation, communication, rescue and permit arrangements.

Access / Work at Height

Consider safe access, platforms/scaffolds, dropped-object risks, leads/hoses and the effect of welding position on safe working.

Materials / Coatings

Identify coatings, plating, contamination and material/consumable hazards before heating, cutting, grinding or welding and follow the applicable SDS/COSHH/exposure controls.

Environment / Nearby Operations

Check weather, wind, water, simultaneous operations, hydrocarbons/process hazards and other site conditions that may change the welding risk.

Occupational health note: welding fume exposure requires effective control. In the UK, follow the employer's COSHH assessment and current HSE welding-fume guidance. Oxygen must never be used as a substitute for ventilation, and inert shielding/purge gases can create oxygen-deficient atmospheres.
STOP / ESCALATE: If required safety controls, permits, isolation, atmosphere conditions or competent supervision are not in place, the welding activity should not proceed until the responsible site authority has resolved the issue.

Welding Engineer Safety Interface

  1. Identify safety-critical aspects of the proposed welding method and work location.
  2. Ensure the technical method does not conflict with the project/site safety controls.
  3. Highlight special hazards created by consumables, materials, gases, preheat, PWHT, gouging or repair methods.
  4. Coordinate with HSE / Permit Authority / Production / QC where welding-engineering decisions affect safe execution.
  5. During monitoring, escalate unsafe conditions rather than treating them only as welding-quality deviations.

About WeldEng

From Paper to Mobile

From Paper to Mobile — WeldEng development concept

A practical construction welding-engineering guide built on a concept first conceived in 1994.

About WeldEng

WeldEng is a practical guide to construction welding engineering. It is designed to help users understand what welding-engineering activities are required, when they are required, what information is needed, and how the principal activities interact throughout fabrication and construction.

The Guide combines process-based engineering guidance with illustrated technical libraries, practical engineering tools and mobile field support.

The WeldEng Story — 1994 to Today

1994Original paper-based Welding Engineering Process Map conceived.
1996+The process-map concept evolved into computerised welding-engineering management through FusionWELD/WFMS.
2016The methodology and information-technology development were documented in the technical report “Welding Engineering Management Simplified by Information Technology”.
TodayWeldEng brings the original process-map philosophy into a modern mobile welding-engineering guide.

The original idea was to break the welding-engineering discipline into clearly identifiable activities and provide the engineer with a practical route through them. That same principle remains at the centre of WeldEng more than thirty years later.

Who is WeldEng for?

WeldEng is intended for graduate and trainee welding engineers, welding engineers and coordinators, welding inspectors and QC personnel, fabrication and site engineers, supervisors, technicians, and experienced personnel who need a practical welding-engineering reference.

It is particularly intended to help engineers developing their experience understand not only what a welding document or requirement is, but what the Welding Engineer needs to do next.

About the Author

Sam Leon CEng, FWeldI · Senior Welding Consultant · Creator of WeldEng

Sam Leon is a Chartered Engineer and Fellow of The Welding Institute with extensive experience in welding engineering, fabrication and construction, particularly within the oil & gas and energy industries.

His experience includes welding procedure qualification and WPS/WPQR assessment, materials and consumables, welder qualification, fabrication and site support, weld repair engineering, technical investigations and welding quality management on UK and international projects.

He conceived the original Welding Engineering Process Map in 1994 and subsequently developed welding-engineering management systems including FusionWELD/WFMS. WeldEng continues that same objective: making practical welding-engineering knowledge structured, accessible and useful at the point where engineering decisions are made.

Chartered Engineer — CEngFellow — FWeldIBevan Braithwaite Award — 2017FusionWELD/WFMS — Technology & Innovation Recognition

Welding Engineering & Management Systems Developed

WeldEng continues a long programme of welding-engineering, fabrication, quality and management-system development. Examples of systems, process maps and specialist functions developed over that period include:

WE Engineering Process Map — 1994The original paper-based process map that established the structured welding-engineering methodology behind the later systems and WeldEng.
Fusion / FusionWELDWelding Engineering Management System developed from the original process-map concept, including graphical access to welding-engineering activities.
WeldEaseFabrication Management System and fabrication process-map environment, integrated with FusionWELD in the WFMS implementation.
eSWISElectronic site welding instruction concept developed within FusionWELD to simplify production access to controlled welding instructions.
SAV — Shell Approval & VerificationSystem supporting control and verification of Shell-approved welding procedures and their application to proposed workscopes.
NDT ManagerNon-destructive testing database / inspection management development.
WQC Manager / Welder PerformanceWelder qualification, performance and qualification-maintenance management, including later ISO 9606-1 developments.
PMA — Particular Material AppraisalMaterial appraisal and thickness-compliance functionality, including ANSI/ASME B31.3 applications.
Pipeline Material AnalysisMaterial-analysis functionality developed as part of the wider welding/materials management environment.
Metal Composition & Chemistry AnalysisTools for recording, reviewing and analysing material/weld-metal chemistry.
PED Process Map / PLMPED workflow support and label-management functionality for CE marking of pipe spools.
eFABFabrication and welding quality-control management system.
PMS — Personnel Management SystemPersonnel-management system development, including applications beyond the welding discipline.
CPD ManagerContinuing Professional Development management functionality.
Radiography Streamlined Reporting & LabellingDevelopment aimed at simplifying radiographic reporting and identification/labelling workflows.
Equipment & Calibration ControlEquipment and calibration compliance/control functionality within the wider quality-management environment.
Safety BulletinSafety-awareness communication functionality integrated into operational workflows.
Negative ReportingReporting functionality developed to highlight and manage exceptions / adverse findings.

This is a concise selection of the systems and functions developed over the wider programme; it is not intended as a complete software inventory.

Why WeldEng was developed

WeldEng was created to make practical welding-engineering knowledge easier to understand and access, particularly for engineers developing their experience in the discipline. It brings together methods, lessons and practical engineering approaches developed over a long career into a guide that can be carried and used wherever welding engineering takes place.

Release status: WeldEng V1.0 — Construction Welding Engineering Guide.

Important Information

WeldEng is an engineering guide and reference aid. It does not replace the applicable construction code, welding qualification standard, client or project specification, approved WPS, statutory requirements, competent engineering judgement, or site HSE procedures.

Product: WeldEng Mobile — Release Candidate 1
Developed by: Sam Leon CEng, FWeldI
Copyright: © 2026 Sam Leon. All rights reserved.

Privacy

Privacy Information

How the current WeldEng Mobile prototype handles information on your device.

Current Prototype Position

WeldEng Mobile is currently a guide-first application prototype. It does not require a user account and does not currently contain an online user database, analytics service, advertising service, payment system or cloud project-record system.

Local Working Data

Temporary field checklist states, Favourites/Notes and working field notes may be stored locally on the user's device using browser/app local storage.

Offline Content

The app shell may cache WeldEng files and assets locally so core guidance remains available when connectivity is poor.

No Current Account Upload

The present prototype does not upload those local notes/checklists to a WeldEng server.

Future Features

If future versions add accounts, cloud synchronisation, analytics, subscriptions or support messaging, this Privacy information will need to be revised before release.

Terms of Use

Using WeldEng

Core conditions and limitations for use of the WeldEng engineering guide.

Engineering Guide — Not Governing Authority

WeldEng is an engineering guide, learning aid and practical reference. It does not replace the applicable construction code, welding qualification standard, statutory requirement, client/project specification, approved WPS, ITP, manufacturer instruction, site HSE procedure or competent professional engineering judgement.

Verify Governing Requirements

Users remain responsible for confirming the current controlled edition of the applicable code, standard and project requirements before making production welding decisions.

Qualification Ranges

Where WeldEng explains WPS/WPQR or welder qualification logic, exact qualification ranges and essential-variable limits remain governed by the applicable standard.

Safety

WeldEng Safety provides awareness guidance only and does not replace site risk assessment, permits, COSHH/SDS controls, isolation, confined-space procedures or HSE authority.

Field Notes

Local field checklists and notes are working aids only. They are not formal project quality records unless separately transferred into the project's controlled documentation system.

Professional Use

Users should work within their competence and escalate matters requiring Welding Engineering, HSE, inspection, client or certifying-authority approval.

Intellectual Property

WeldEng text, original illustrations, process maps and application presentation are proprietary unless identified otherwise. Third-party codes and standards remain the property of their respective rights holders.

Support & Contact

WeldEng Support

Product support, technical feedback and correction reporting.

What to Report

Users should be able to report navigation problems, broken graphics, calculation issues, unclear guidance, potential technical errors, outdated references and suggestions for future WeldEng development.

Technical Content Feedback

Identify the module, topic and the exact statement or illustration requiring review.

Application Problem

Record device type, operating system, screen/page, action taken and what happened.

Standard / Code Update

Flag where a referenced standard has changed so the WeldEng guidance can be reviewed against the current controlled edition.

Support Contact

A dedicated WeldEng support email/contact route will be added before commercial release.

Module