Valve Documentation Package: What to Request and Why It Matters

A comprehensive valve documentation package supports installation, operation, maintenance, and regulatory compliance. Knowing what to request during procurement prevents gaps that cause problems later in the asset lifecycle.

Material Documentation

Material traceability links valve components to mill certificates proving composition and mechanical properties. For pressure-containing parts, full traceability to ASTM or EN 10204 3.1 is standard.

• Mill test reports (MTR): Chemical composition and mechanical test results for body and bonnet

• EN 10204 3.1 certificate: Issued by the manufacturer; inspector-witnessed mill tests

• EN 10204 3.2 certificate: Verified by independent third party; required for nuclear and critical service

• Heat number traceability: Link each component to the specific cast or heat

Dimensional and Design Documentation

Dimensional drawings confirm the valve will fit in its intended location. Valve assembly drawings enable disassembly and parts identification for maintenance.

• Outline drawing: Face-to-face, flange bolt circle, height, and weight

• Assembly drawing: Exploded view showing all parts with part numbers

• BOM (bill of materials): List of components with material designation

• Sectional drawing: Shows internal configuration and seating arrangement

Test and Inspection Documentation

Test records prove the valve was examined and met acceptance criteria at the factory. These records are required by most quality management systems and regulatory bodies.

• Hydrostatic test report: Pressure, duration, and result for shell and seat tests

• NDE reports: RT, UT, MT, or PT results with radiographs or records

• Visual inspection report: Surface condition, coating, and dimensional check

• Functional test report: For actuated valves; stroke time, signal response, torque

Operating and Maintenance Manuals

Installation, operation, and maintenance (IOM) manuals guide field personnel. They contain torque specifications, lubrication requirements, and troubleshooting guides.

• IOM manual: Installation instructions, commissioning steps, operating procedures

• Spare parts list: Recommended spare parts with manufacturer part numbers

• Maintenance schedule: Recommended inspection and replacement intervals

• Safety data: Weight, center of gravity for lifting, pressure/temperature limits