Inspection and Test Plan

The inspection and test plan article provides you with information about inspections and tests which are used in manufacturing shops. In addition there are lots of linked articles which provides specific information about inspection and test plan for each equipment type.

Inspection and test plan is addressed in I4I Academy API Source Inspection training course. 

The working process starts with an agreement between the purchaser and manufacturer. The manufacturer provides the Proforma Invoice (PI) to the purchaser, which explains the equipment specification and related price.

Then the purchaser issues the Purchase Order (PO), which confirms the proforma invoice. Before the start of manufacturing, the purchaser must provide an equipment inspection and a test plan (ITP) to the manufacturer.

The ITP identifies all inspection points for the purchaser's inspector. Then the manufacturer needs to prepare the project quality control plan based on this inspection and test plan.

The manufacturer notifies the purchaser's inspector in advance to attend at the factory for witnessing the inspections and tests.

The communication and coordination channel between the manufacturer, purchaser inspector and purchaser are agreed to in the Pre-inspection meeting (PIM).

Based on the international practice, the manufacturer sends a notification to the purchaser, and the purchaser reviews the notification, and after approval sends it to the inspector.

Then the inspector will go to the manufacturer's shop to witness the test or inspection.

The purchaser's inspector will send the inspection visit report to the purchaser.

The Purchaser can assign its own inspector, which is its direct employee or hire a third party inspection agency to carry out the inspection.

The ITP have a tabular format and the content extracted from the construction code. In each row of the table, there is a quality control and inspection requirement and this determines which party is responsible for control and inspection.

inspection and test plan

There are three parties in the ITP, the Manufacturer, the Third Party Inspector (TPI) and the Client or purchaser. Normally, the table accommodates 3 sections as following:

  • Before Manufacturing
  • During Manufacturing
  • Final Inspection

The before Manufacturing section consists of the Pre-Inspection Meeting (PIM) and review of the quality control documents that need to be approved before start of manufacturing.

There are 3 or 4 important terminologies in the ITP that determines the responsibility of each party. These are:

Hold point(H): Hold on the production till TPI Inspector performs inspection and supervises the required test. In general, attendance to the PIM meeting, raw material inspection and identification, Post Weld Heat Treatment Review, Hydrostatic Test, Performance Test, Run-Out Test and Final Inspection are Hold points. Normally, manufactures shall notify the TPI Inspector 7 working days in advance.

Witness Point (W): The manufacturer shall notify the client and TPI Inspector, but there is no hold on the production. The client can waive this inspection based on its discretion and inform the TPI Inspector.

Spot Witness (SW): for items with spot witness, the manufacturer shall notify the TPI inspector as fulfilling the monitoring. For example one random visit for all of the UT Tests or one or two visits for whole surface preparation work for painting.

Review (R): Review means Review document, which includes the review of quality control records, test reports, etc. When the TPI Inspector makes a visit for a hold or witness point, the inspector can review the related documents.

Here are the articles about the different equipment ITPs. You can download the draft ITP for each type of equipment through following articles:

Fix Equipment Inspection and Test Plan

Water Tube BoilerFire Tube BoilerShell and Tube Heat ExchangerFin Tube Heat ExchangerPressure VesselStorage TankLine PipeSteel StructureValveDrum, Filter, Silencer, Tower, Fired Heater, Double Pipe Heat Exchanger, Surface Condenser, Plate Heat Exchanger, Reactor, Demister, Ejector, Flare Stack, Stack, Ladder and Platform, Fire Alarm System, Fire ExtinguisherFlangeFittingPipeHydrantPaintBolt and NutGasketTubeInsulation, Welding ElectrodeGasket, StrainerSample coolerSteam Trap,  Pipe Support, Expansion Joint 

Rotary Equipment Inspection and Test Plan

Centrifugal CompressorReciprocating CompressorCentrifugal PumpGas TurbineSteam TurbineFan and BlowerReciprocating Pump, Rotary Pump, Bucket Elevator, Controlled Volume Pump, Conveyor, Crane and Hoist, Mechanical Agitator, Reclaimer, Refrigeration Unit, Ship Loading Arm, Truck Loading Arm, Shiploader 

Electrical Equipment Inspection and Test Plan

GeneratorPower CableInduction MotorSwitchgearElectrical InsulatorGas Circuit BreakerControl PanelBattery ChargerUPS Storage BatteryPower TransformerBus Duct

Instrumental Equipment Inspection and Test Plan

Analyzer, Field Control System, Control Valve, Displacer Type Level TransmitterElectromagnetic Flow Meter, Emergency Shutdown System, Float Type Level Switch, Gas and Flame Detector, Glass Gauge, Instrument Panel and Gauge Board, Junction Box, Mass Flow Meter, Motor Operated Valve, Orifice Plate and Flange, Pitot Tube, Pressure Gauge, Pressure Switch, Rupture Disc, Ultrasonic Flow Meter, Venturi Tube, Vortex Flow MeterCapacitance Type Level Switch, Local Indicator, Magnetic Level Gauge, Pressure Letdown Valve, Radar Type Level Meter, Radioactive Level Instrument,  Rotameter, Transmitter, Ultrasonic Level Transmitter, 


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