Use the Checklist Before Quotation
Inspection requirements should be selected from component function, manufacturing risk, drawing requirements, service inputs, replacement history, and buyer acceptance needs. Copying a test list from an unrelated project can add cost without answering the correct technical question.
Use this checklist to create a clear RFQ attachment or inspection and test plan input. Mark each item as required, not required, proposed by Winworth, or pending buyer confirmation.
1. Component and Document Control
- Component name, Entity Key or buyer item number, equipment tag, position, quantity, and drawing revision.
- Applicable buyer specifications, material standards, component codes, document hierarchy, and language.
- Critical characteristics, special processes, interfaces, safety or regulatory classification supplied by the buyer.
- Required submittals, approval timing, electronic formats, retention period, and final record-book structure.
2. Material and Traceability Requirements
- Exact material designation, product form, condition, heat treatment, and permitted substitutions.
- Certificate type and required chemistry, conductivity, hardness, oxygen content, mechanical properties, metallography, or other ordered results.
- Heat, batch, blank, component, and assembly traceability; transfer of identification after cutting or machining.
- Sampling location, sample orientation, test frequency, retest rules, and disposition of nonconforming material.
Do not request every property by default. Define the property needed, governing method, sampling basis, acceptance range, and whether the result applies to source material, a coupon, a heat-treatment batch, or the finished component.
3. Dimensional and Surface Inspection
- Datum scheme, critical dimensions, tolerances, geometric controls, fits, sealing or contact faces, channels, holes, and connections.
- Inspection stage, instrument or method constraints, sampling or 100-percent feature coverage when genuinely required, and measurement report points.
- Surface roughness, visual workmanship, cleanliness, edge condition, coatings, preservation, photographs, and protected surfaces.
- Trial fit, assembly check, balance, mass, passage mapping, or other component-specific checks.
4. NDT and Special Tests
- Discontinuity or condition being evaluated and why the selected method is appropriate.
- PT, UT, RT, ET, visual examination, pressure, flow, leak, electrical, mechanical, metallographic, or functional test as applicable.
- Procedure or standard, technique, examined area or volume, stage, sensitivity, calibration, personnel qualification, acceptance criteria, and report requirements.
- Test medium, pressure or vacuum, temperature, hold time, allowable leakage, instrumentation, safety, cleaning, drying, and preservation for pressure or leak tests.
NDT method names are not acceptance criteria. If the drawing or order cites a method but does not define examined areas, coverage, procedure, and acceptance, clarify those points before the manufacturing plan is released.
5. Inspection and Test Plan
- Review, approval, witness, hold, and surveillance points for the buyer, Winworth, and any authorized inspection party.
- Advance notice period, remote or on-site attendance, release authority, and action when a witness is waived or unavailable.
- Process records and intermediate checks required before later operations hide the feature.
- Nonconformance reporting, concession or deviation approval, repair controls, reinspection, retest, and final release.
6. Final Documentation Package
- Approved drawings and revision list.
- Material certificates and traceability index.
- Dimensional, NDT, pressure, leak, property, functional, coating, and assembly records that are actually ordered.
- Approved deviations, nonconformance closures, calibration and qualification evidence when required.
- Packing list, identification photographs, preservation record, shipping marks, and final document index.
RFQ Decision Check
Before sending the RFQ, confirm that each required test has a purpose, applicable object, timing, method, extent, acceptance rule, responsible reviewer, and record. Requirements added after production starts may require new samples, rework, schedule changes, or may no longer be technically possible.