www.inspection‐for‐industry.

com
 Inspection and Test Plan for Shell and Tube Heat Exchanger 
Activity By Remark
No. Inspection and Test Plan Reference Document  Acceptance Criteria Verifying Document
Manuf. TPI Client

1 Pre‐Inspection Meeting Spec. Spec. MOM H H H ‐

Before Manufacturing 
DWG, Design, DWG,
2 ASME, Spec ASME, Spec H R A ‐
Calculation Document Calculation book
3 WPS&PQR ASME ASME IX Welding Book H R A ‐
Welder Qualification
4 ASME ASME IX  Certificates H R ‐ ‐
Certificates
5 NDT procedure ASME ASME V,VIII, IX Procedures H R A ‐
NDE Personnel
6 ASME ASME V Certificates H R ‐ ‐
Certificates
PWHT Procedure
7 ASME ASME VIII Procedure H R A ‐
(if needed)
Hydro Static Test
8 ASME ASME VIII Procedure H R A ‐
Procedure
9 Painting Procedure ASME Spec. Procedure H R A ‐

Materials
Original Material
10 Material Certificates ASME ASME II H R ‐ ‐
Certificates
Storage of raw material
11 ASME ASME ‐ H W ‐ ‐
and Welding
Visual, Dimension and 
12 ASME VIII ASME VIII Report H W ‐ ‐
Marking Control
During Manufacturing‐Shell and Channel

1
 www.inspection‐for‐industry.com
Transferring of marking
13 ASME VIII ASME VIII Report H SW ‐ ‐
Material
Cutting & Edge
14 DWG DWG ‐ H SW ‐ ‐
Preparation 
Head forming and
15 DWG DWG, ASME VIII Report H W ‐ ‐
Dimension Check
Check of Rolling for 
16 DWG DWG, ASME VIII ‐ H SW ‐ ‐
Shell
Check of Welding plan
17 DWG/WPS WPS/DWG ‐ H SW ‐ ‐
with WPS
Fit Up & welding ( shell
18 DWG/WPS WPS/DWG ‐ H SW ‐ ‐
 to shell)
19 Second Rolling of Shell DWG DWG, ASME VIII Report H SW ‐ ‐

Fit Up Heads to 
20 DWG/WPS WPS/DWG ‐ H SW ‐ ‐
Shell/Channel

21 Dimention Check DWG/WPS WPS/DWG ‐ H SW ‐

Welding Head to 
22 DWG/WPS WPS/DWG ‐ H SW ‐
Shell/Channel

23 Visual Check DWG/WPS WPS/DWG ‐ H W ‐

24 NDT Test(RT) NDT Procedure ASME VIII Report H R ‐

Dimention Check Body 
25 DWG/WPS WPS/DWG ‐ H SW ‐
Flanges
Fit Up Body Flanges to 
26 DWG/WPS WPS/DWG ‐ H SW ‐
Shell/Channel

27 Dimention Check DWG/WPS WPS/DWG ‐ H SW ‐

Welding Body Flanges to 
28 DWG/WPS WPS/DWG ‐ H SW ‐
Shell/Channel

2
 www.inspection‐for‐industry.com
29 Visual Check DWG/WPS WPS/DWG ‐ H W ‐

30 NDT TEST (RT) NDT Procedure ASME VIII Report H R ‐

31 Fit Up Nozzles to Flange DWG/WPS WPS/DWG ‐ H SW ‐

32 Dimention Check DWG/WPS WPS/DWG ‐ H SW ‐

Welding Nozzles to 
33 DWG/WPS WPS/DWG ‐ H SW ‐
Flanges

34 Visual Check DWG/WPS WPS/DWG ‐ H SW ‐

35 NDT Test(RT) NDT Procedure ASME VIII Report H R ‐

Fit Up Nozzles to Shell  & 
36 DWG/WPS WPS/DWG ‐ H SW ‐
Channel

37 Dimension Check DWG/WPS WPS/DWG ‐ H W ‐

Welding Nozzles to 
38 DWG/WPS WPS/DWG ‐ H SW ‐
Shell/Channel

39 Visual Check DWG/WPS WPS/DWG ‐ H SW ‐

40 NDT Test (UT) DWG/WPS WPS/DWG Report H R ‐

Cutting Sub Peaces of 
41 DWG/WPS WPS/DWG ‐ H SW ‐
Saddle

42 Dimension Check DWG/WPS WPS/DWG ‐ H W ‐

43 Welding Saddle Peaces DWG/WPS WPS/DWG ‐ H SW ‐

44 Visual Check DWG/WPS WPS/DWG ‐ H SW ‐

3
 www.inspection‐for‐industry.com
Fit Up Saddle to Wear 
45 DWG/WPS WPS/DWG ‐ H SW ‐
Plate

46 Dimention Check DWG/WPS WPS/DWG ‐ H W ‐

Welding Saddle to Wear 
47 DWG/WPS WPS/DWG ‐ H SW ‐
Plate

48 Visual Check DWG/WPS WPS/DWG ‐ H SW ‐

49 NDT Test (PT) NDT Procedure ASME VIII Report H R ‐

During Manufacturing‐Tube Bundle 

DIM. Check of tubesheet, 
50 DWG ASME VIII ‐ H SW ‐
Baffles and Support Plates

Drilling Tubesheet &
51 DWG ASME VIII ‐ H SW ‐
 Baffles

52 Dimention & Visual Check DWG ASME VIII Report H W ‐ ‐

53 Cutting tubes & Spacers DWG ASME VIII ‐ H SW ‐ ‐

Dimention Check of Tubes 
54 & Tie Rods & DWG ASME VIII Report H R ‐ ‐
 Spacers
Fit Up The Tube  to 
55 DWG ASME VIII ‐ H SW ‐ ‐
Tubesheet
Dimension Check of Tube 
56 DWG ASME VIII ‐ H W ‐ ‐
Bundle
57 Tube Expanding  DWG ASME VIII Report H W ‐

Hydro Static Test
58 Procedure ASME VIII ‐ H H ‐ ‐

Final Inspection

4
 www.inspection‐for‐industry.com
Final Dimentional & Visual 
59 DWG/Spec. ASME VIII Report H H ‐ ‐
Check
60 Pressure Test (Tube) Procedure ASME VIII Report H H W ‐
Complete draining 
61 Procedure ASME VIII ‐ H SW ‐ ‐
and Drying 
Cleaining of Inside 
62 Procedure ASME VIII ‐ H SW ‐
 Surface
Sand Blasting
63 Procedure SSPC Report H W ‐
 and Painting
Name Plate, Tagging 
64 DWG Spec. Report H H ‐
and Marking
65 Preparation for Shipment  Spec. Spec. ‐ H SW ‐
DWG/WPS/Welding
66 Review of Final Inspection ASME VIII ‐ H H ‐
Map
Submitted 
67 Iinspection Release Note Packing List Spec. Report H H ‐
by

Abbreviations: 

H: Hold Point = Hold on the production till TPI Inspector performs inspection and supervise the required test
W: Witness Point = Manufacture shall notify client and TPI Inspector but there is no hold on the production;
Client can waive this inspection based on his discretion and informs TPI Inspector accordingly.

R: Document Review = Review means Review document, which includes of material test certificates, WPS, PQR, NDT Procedures and etc.

A: Approval 
SW: Spot Witness = for items with spot witness manufacture shall notify TPI inspector as fulfilling the monitoring; 
For example one random visit for whole UT tests or one or two visits for whole surface preparation works for painting.

MOM: Minute of Meeting 

P.O: Purchase Order

For more information review follwing articles

5
 www.inspection‐for‐industry.com
http://www.inspection‐for‐industry.com/heat‐exchanger‐inspection.html
http://www.inspection‐for‐industry.com/third‐party‐inspection‐for‐shell‐and‐tube‐heat‐exchanger.html
http://www.inspection‐for‐industry.com/inspection‐and‐test‐plan‐for‐shell‐and‐tube‐heat‐exchanger.ht