weldOffice® Software
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How to Customize WeldOffice® WPS module
Log-in When starting the program for the first time, Log-in as SYS (system administrator), leave the password box blank (empty) and press the Enter key.  This will allow you to customize all default settings and set up all authorized users.
Splash Screen Depending on your processor speed the program will take a few moments to load.   While the program is loading, the Splash Screen will provide you with useful information.  Please make sure you are running a registered Standard full edition, otherwise you are in demo mode and will need to register in order to take the full advantage of the program's features.  If for any reason the program fails to load and/or stops, please contact technical support and report the Build number and percent completion displayed in the upper right corner of the splash screen.
Tools/Options Before you take the program for a spin, customize your default settings by clicking on Tools/Options


Directories Tell WeldOffice® WPS where (in which folder or directory) you wish to store your data, custom menus and program configuration.   If you and other users on the network plan to share the data, all users must configure their WeldOffice® WPS module to point to the same Data Directory.  If you are a single user and/or run the program on a single stand-alone machine, we recommend you keep the default settings provided for all directories.


Access Rights
If you log-in as SYStem Administrator, you can set-up other users and authorize their access and signature rights to each individual document.  However, only the authorized users logged-in individually under their own log-in name can set their individual passwords and save their bitmap signatures in encrypted file.  For security reasons, it is strongly recommended that all bitmap signatures be deleted from the system after being saved in the WeldOffice® WPS module encrypted file.   WeldOffice® WPS will display and print encrypted signatures only in properly authorized signature boxes of displayed and printed forms.  For security reasons, WeldOffice® WPS will not insert encrypted signatures on any exported forms intended for distribution via email and/or internet.


Default settings In Default settings we recommend you initially set the following:
+ Program wide settings
        + Navigation bar groupings
             +Grouping 1 =   Weld type
             +Grouping 2 =   Parent material
             +Grouping 3 =   Welding process
        +Default standard = ASME IX

+ Initial record settings
        +Units of measurement = Imperial/English
        +Use record checking where possible = uncheck   (click on red x mark to remove it)

+ Printing/screen defaults
        +Default company details (click edit selected setting button to edit your company address and logo)
Form Signatures Customize your signature titles for each document form (WPS, PQR etc...).  
In default Form settings expand 
            +Form signatures
Click the Edit selected setting button to change each signature title to reflect your organization's responsibilities.  For example, you can change Signature 1 to Welding Engineer, Signature 2 to QA Dept. Manager, Signature 3 to Vice President and Signature 4 to President/CEO.   Please note that 2nd, 3rd and 4th signature boxes must be checked (see red check mark) in order for the signatures to appear on printed forms.
Record Selection Llists Customize the look of your record selection lists.  Make sure to click on the ASME IX button and the Record selection list button, then move items from the Master list window to the Selected list window as shown:

Code Checking


Navigation Bar
Code checking can be turned on or off during editing of any document.   To do that, the navigation bar must be displayed (checked in View/Navigation bar menu),

a record must be displayed (e.g. PQR), and the Current Record Properties tab (3rd tab from the left) of the navigation bar must be selected.  In the navigation bar current record properties, simply turn on or off the 'Implement record checking' check box.

Current Record Properties

displayed in

Navigation Bar
© C-spec 2010