ProTech Valve — Shop Floor As-Found Capture

Step 1 · Job Setup

Pick the customer and valve model — the app auto-fills the rest so the tech isn't retyping known data.

Customer Plant Site Contact Project Manufacturer Application Size Model / Trim Type Tag # Serial / Work Order Inspector Title Date Location

Step 2 · Components, Alloy & Photos

Alloys pre-loaded from the model. Tap the camera on each part to attach a photo — no separate camera app, no re-filing images later.

PMI instrument (auto-tagged to every part): Thermo Niton XL2 Plus · SN 202713 · Cal thru 1/9/26

Step 3 · Seating Surfaces & Blue Check

Contact % is validated 0–100. Anything under the pass threshold auto-flags the surface.

Plug

Contact % Condition Defects observed

Seat Ring

Contact % Condition Defects observed

Blue Check Result:

Step 4 · Findings & Root Cause

Tap a common finding to auto-write the narrative, then edit if needed.

Severity Assessment / Root Cause narrative

Upgrade Options (auto-priced)

Check upgrades to quote — total updates live. Pulls straight from the ProTech upgrade chart.

Upgrade subtotal (in addition to rehab) $0

Step 5 · Double-Gate Reassembly Closeout

Scan each part back into its tote. The Generate Report button stays locked until every child part is verified — this is the gatekeeper that prevents a missing component from ever reaching startup.

Master Tote

⚠ Gatekeeper active — unresolved parts remain in the service container.

// Outgoing Dataverse / Power Automate JSON payload

Seed the Database From Old As-Found Reports

Drop your existing PDF/Word/photo reports here. Each becomes a searchable database record so the historical library starts building itself from day one — no re-keying.

📂

Tap to select or drop old reports

PDF · Word · JPEG — batch upload supported

Tag these to Customer Manufacturer Model

Metadata above is applied to the batch. You can refine any record later in the Database tab.

Traceability Database

Type	Customer	Model	Tag/WO	Inspector	Date	Photos	Status

No records yet. Run an inspection or seed from old reports.