Welding Intake Assessment

---
name: welding-intake-assessment
description: |
  Run a structured intake and initial assessment for fabrication companies, construction and repair clients in workshops, shipyards and construction sites.
  TRIGGERS - Use when a welder needs a intake & initial assessment for fabrication companies, construction and repair clients in workshops, shipyards and construction sites.
category: Welding
license: MIT
version: 1.0
---
# Intake & Initial Assessment — Welding

Run a structured intake and initial assessment for fabrication companies, construction and repair clients in workshops, shipyards and construction sites. The deliverable is a completed intake record and initial assessment summary.
This skill is written for a welder working with fabrication companies, construction and repair clients in workshops, shipyards and construction sites.

## When to use
- You are a welder preparing, delivering or reviewing this part of your work in workshops, shipyards and construction sites.
- You need a defensible, repeatable approach that produces a completed intake record and initial assessment summary.
- A colleague, auditor or client asks how this was done and what evidence supports it.

## Key Concepts
| Term | Meaning |
|------|---------|
| WPS | a weld procedure specification defining how a weld is made |
| Penetration | how deeply a weld fuses into the base metal |
| Slag | a residue that must be removed from some welds |

## Workflow
1. **Step 1** - Confirm identity, consent and the reason for referral or engagement, and open the record that will hold weld procedure specifications
2. **Step 2** - Gather history and current circumstances from fabrication companies, construction and repair clients, using the standard intake structure for workshops, shipyards and construction sites
3. **Step 3** - Record baseline observations and measurements relevant to weld defect rates, noting anything that changes the priority of the case
4. **Step 4** - Flag immediate concerns — especially weld failures in service — and escalate or fast-track anything urgent before proceeding
5. **Step 5** - Summarise findings for fabrication companies, construction and repair clients in plain language, agree the next step, and file the intake section of weld procedure specifications

## Profession-Specific Components
| Component | Details for Welding |
|-----------|-------------------------------|
| Core documentation | weld procedure specifications; inspection reports; job cards; material certificates |
| Core tools & equipment | welding machines; grinders; inspection gauges; protective equipment |
| People involved | fabrication companies, construction and repair clients; the welder; colleagues and other services in workshops, shipyards and construction sites |
| Primary record | weld procedure specifications — keep it current, dated and attributable |

## Output Format
**Context:** [Situation in workshops, shipyards and construction sites] | **Objective:** [What this must achieve] | **Audience:** [fabrication companies, construction and repair clients and other stakeholders]

The finished output is a completed intake record and initial assessment summary, structured as:
1. Summary of position and evidence
2. Detail, following the workflow above
3. Decisions, actions, owners and dates
4. Review point and escalation route

### Action Plan
1. **Immediate:** Confirm scope, consent and the evidence available in weld procedure specifications.
2. **Short-term:** Complete the workflow steps and record outcomes against weld defect rates.
3. **Medium-term:** Review results, close actions, and update local procedures in workshops, shipyards and construction sites.

## Success Metrics
| Metric | Target | Method |
|--------|--------|--------|
| weld defect rates | Agree a local target and track the trend | Measured from weld procedure specifications and reviewed on a set cycle |
| production output | Agree a local target and track the trend | Measured from weld procedure specifications and reviewed on a set cycle |
| rework rates | Agree a local target and track the trend | Measured from weld procedure specifications and reviewed on a set cycle |
| qualification currency | Agree a local target and track the trend | Measured from weld procedure specifications and reviewed on a set cycle |

## Guardrails & Quality Checks
- Never let this happen: weld failures in service.
- Never let this happen: eye and skin burns.
- Never let this happen: fumes exposure.
- Work only within the competence and authority of a welder; escalate or refer anything beyond it.
- Record facts and observations, not speculation, and keep records confidential to workshops, shipyards and construction sites's rules.
- Verify names, dates, figures and measurements twice before anything is issued or signed off.
- Use only real, verified information from the case in hand — never invent results, credentials or evidence.

## Example (illustrative)
A welder in workshops, shipyards and construction sites applies this workflow for fabrication companies, construction and repair clients: they open
weld procedure specifications, work through the five steps using welding machines, and close by recording
the outcome against weld defect rates and agreeing the next review date. (Illustrative example only —
replace with the real details of the case in hand.)