Digitise your mill certificates / MTRs

Mill certificates and Material Test Reports are quality records attached to incoming material. This guide shows how the Mill Certificates workspace supports upload, extraction, review, and traceability workflows.

Open the Mill Certificates Workspace

From the Compliant Metals navigation, open Mill Certificates to access certificate management and heat code data in one place. The page is set up to handle the full lifecycle: uploading files, processing extracted fields, tracking outcomes, and moving into review or inventory context.

Upload and Monitor Certificate Runs

Upload certificate PDFs directly from the main page. The flow is designed around ingestion first, then automated processing: once a file is submitted, the system extracts data and connects it to inventory using the captured heat codes. In the same list view, you can monitor each uploaded file, including status and upload timestamp.

Use the row-level actions menu when you need to branch into detail workflows for a specific run.

Inspect Run Details and Exports

From the actions menu, open View Details to inspect processed output for the run. The details view brings together heat code properties, export options, and access paths into related inventory records so review and downstream actions stay in one workflow.

Review and Correct Extracted Fields in Bulk Edit

Bulk Edit opens the uploaded certificate view and a full table of extracted values so you can verify the run before approval. If a scan quality issue, handwriting, or page condition causes a mismatch, expand a line item and edit the field directly. The page flags unsaved edits and requires Save Changes before moving on.

Record a Review Outcome and Reopen if Needed

After correcting extracted values, run Review to lock in an outcome and create a review log. The review modal supports Approved or Issue states plus optional comments, then submits that decision into the run record.

Approved runs show a confirmation state and disable further edits. If the wrong outcome was set, use Update Review to switch from Approved back to Issue, which re-enables Bulk Edit for additional corrections.

Follow a Heat Code into Tests and Inventory

Inside the report table, each line item has actions for material-lot follow-through. You can open test results for the selected entry or jump directly to inventory context for that heat code.

When jumping to inventory from the certificate line, the destination view is filtered to the selected heat code so traceability checks stay focused.

Continue in Inventory Management

This walkthrough ends in the inventory workflow, where the filtered heat code view helps confirm stock linkage and downstream handling for the same material context.

For a more detailed guide to the digitisation flow, see Digitising mill certificates.

Mill certificate reference

What is a mill certificate?

A mill certificate, also called an MTR, records the material identity and traceability details for a heat or lot, including the information needed to connect received stock to its supporting documentation and test results.

Accepted file types

You can upload common certificate document formats, including PDF files and standard image formats used for scans or photos of certificates.

Search, filter, and downloads

Use search and filters to narrow the certificate list by the details you need to review. From the certificate views, you can also download data as CSV, download the certificates shown on the current page as a ZIP, or download certificates grouped per heat code as a ZIP when available.

Heat-code linking rules

Heat-code matching is case-insensitive. Certificates are linked automatically when a matching heat code is found during certificate upload, and matching can also occur when inventory is loaded later for the same heat code.

Editing and deleting certificates

You can edit certificate details to correct metadata and maintain traceability records. Deleting a certificate removes it from the certificate list and any linked workflow views that depend on that stored certificate record.

Certificate statuses

• Processing: the uploaded certificate is still being read or indexed.
• Complete: the certificate finished processing and is available for normal review and linking.
• Error: the certificate could not be processed successfully and may need to be checked or uploaded again.

Common questions

• Why is a certificate not linked yet? Check that the heat code matches exactly apart from letter casing, and confirm the inventory or uploaded document contains the expected heat code.
• Why are some certificates unavailable for download grouping? Grouped ZIP downloads depend on the certificate and heat-code relationships available in the current results.
• What happens if inventory is loaded after the certificate? Matching heat codes can still be linked automatically when inventory data is loaded.

Best practices

• Use consistent heat-code formatting in source documents and inventory records.
• Review certificates that remain in Processing or Error before relying on them for traceability.
• Use filters before exporting so CSV and ZIP downloads reflect the exact working set you want to share or audit.
• Keep certificate metadata up to date so downstream inventory and test traceability remain easy to follow.