Globe Valve Inspection and Functionality Test Check Sheet

• Inspection Program:

  Globe Valve Inspection

• Inspection Details:

  Visual Inspection Only

  Visual Inspection and Functionality Check - PRVs

  Visual Inspection and Functionality Check - Globe Valves other than PRVs

  Functionality Check Only - PRVs

  Functionality Check Only - Globe Valves other than PRVs

• Asset ID:

• Asset No:

• Site Description/Label:

• Location
  Address

• Observed Operation Mode:

  Select PRV FAV FRCV Other

  • PRV
  • FAV
  • FRCV
  • Other

• Mode of Control:

  Select CRD Solenoid Motor Manual Other

  • CRD
  • Solenoid
  • Motor
  • Manual
  • Other

• Conducted by:

  Andrew Sharp

  Mark Patmore

  John Southwell

  Alien

• Date Conducted:

  Date

• Note:
  1) If valve or assembly inside the pit is found to be severely corroded do not touch these components and report immediately.
  2) If issues observed can be fixed on the spot in field, please rectify as appropriate and report in this check sheet.
  3) If issues observed require further investigation/work, please provide further details.
  4) Please take photos as appropriate to report defects/issues observed.

• Select type of Inspection

  Visual Inspection Only

  Visual Inspection and Functionality Check - PRVs

  Visual Inspection and Functionality Check - Globe Valves other than PRVs

  Functionality Check Only - PRVs

  Functionality Check Only - Globe Valves other than PRVs

Visual Inspection

• 1. Check access to globe valve/valve pit to ensure it is clear of vegetation and adequate for maintenance work.

  Not Clear

  Clear

  N/A

• Comment

• 2. Check globe valve location and asset number against records in GIS system. Record any alterations required in the system.

  Accurate

  Inaccurate

  N/A

• Comment

• 3. Observe and record safety issues before accessing the pit/valve. (e.g hazardous materials - PAH/Asbestos wrapping, lagging, and is the pit spacious enough? etc)

• 4.1 Make

• 4.2 Model

• 4.3 Size

• 4.4 Take photo of supplier's plate

  Media

• Comment

• 5. Check external surfaces of globe valve for any signs of damage and/or corrosion.

  Select Not Damaged Damaged Corroded Not Corroded N/A

  • Not Damaged
  • Damaged
  • Corroded
  • Not Corroded
  • N/A

• Comment

• 6. Check nuts and bolts of globe valve for any signs of damage and/or corrosion. Report measurements of nuts and bolts (PCD, Bolt dia, no of bolts etc) if feasible and if replacement is required.

  Select Not Damaged Damaged Corroded Not Corroded N/A

  • Not Damaged
  • Damaged
  • Corroded
  • Not Corroded
  • N/A

• Comment

• 7. Check globe valve for external leakage through flanges and/or bonnet.

  Select Leaking Not Leaking N/A

  • Leaking
  • Not Leaking
  • N/A

• Comment

• 8. Check pilot system of globe valve for any visible leakage/damage including lagging where applicable.

  Select Leaking Not Leaking Damaged Not Damaged N/A

  • Leaking
  • Not Leaking
  • Damaged
  • Not Damaged
  • N/A

• Comment

• 9. Check for signs of leakage from pipework and fittings in globe valve pit.

  Leaking

  Not Leaking

  N/A

• Comment

• 10. Check if there are Upstream (US) and Downstream (DS) connection ports on globe valve or on adjacent pipework. Indicate in comment if pressure gauges are installed, ports are capped, and/or ports have off take lines with ball valves.

  Select Both US and DS Ports have an offtake line and an isolation valve Installed Both Us and DS Ports are capped. No offtake line and isolation valves installed. Both US and DS Ports have Pressure Gauges Installed Both US and DS Ports have no Pressure Gauges Installed N/A Other (Details in Comment)

  • Both US and DS Ports have an offtake line and an isolation valve Installed
  • Both Us and DS Ports are capped. No offtake line and isolation valves installed.
  • Both US and DS Ports have Pressure Gauges Installed
  • Both US and DS Ports have no Pressure Gauges Installed
  • N/A
  • Other (Details in Comment)

• Comment

• 11. Check if US and DS isolation valves are within the same valve pit as globe valve.

  Yes

  No

  N/A

• Comment

• 12. If accessible, check external surfaces of isolation valves for any signs of damage and/or corrosion. (Note: the US and DS isolation valves should be normally fully open but check GIS for normally closed valve status)

  Select Damaged Not Damaged Corroded Not Corroded Buried Unable to locate N/A

  • Damaged
  • Not Damaged
  • Corroded
  • Not Corroded
  • Buried
  • Unable to locate
  • N/A

• Comment

• 13. If accessible, check nuts and bolts of isolation valves for any signs of damage and/or corrosion. Report measurements of nuts and bolts (PCD, Bolt dia, no of bolts etc) if feasible and if replacement is required.

  Select Not Damaged Damaged Corroded Not Corroded N/A

  • Not Damaged
  • Damaged
  • Corroded
  • Not Corroded
  • N/A

• Comment

• 14. If accessible, check isolation valves for external leakage through flanges and/or bonnet.

  Leaking

  Not Leaking

  N/A

• Comment

• 15. Note and report condition of other equipment/accessories/fittings such as loggers, solenoids and cables installed in the pit if applicable (Note: Inspection other than visual or working on these require services of a licensed electrician)

  Select Very Good Good Average/ Fair Poor Very Poor Unsighted N/A

  • Very Good
  • Good
  • Average/ Fair
  • Poor
  • Very Poor
  • Unsighted
  • N/A

• Comment

• 16. Check condition of valve chamber.

  Select Not Secure Secure Not Clean Clean Wet Dry Poorly Ventilated Well Ventilated Poorly Drained Well Drained

  • Not Secure
  • Secure
  • Not Clean
  • Clean
  • Wet
  • Dry
  • Poorly Ventilated
  • Well Ventilated
  • Poorly Drained
  • Well Drained

• Comment

• 17. Record type of chamber lid.

  Concrete

  Gatic

  Grating

  Other (Provide Details)

  N/A

• Comment

• 18. Check condition of valve chamber lid.

  Select Not Secure Secure Not Safe Safe Damaged Not Damaged N/A

  • Not Secure
  • Secure
  • Not Safe
  • Safe
  • Damaged
  • Not Damaged
  • N/A

• Comment

• 19. Record any other issues observed (e.g use of dissimilar materials)

• 20. Any photos to be attached?

#

• Photo

  Media

• Description

Visual Inspection

• 1. Check access to globe valve/valve pit to ensure it is clear of vegetation and adequate for maintenance work.

  Not Clear

  Clear

  N/A

• Comment

• 2. Check globe valve location and asset number against records in GIS system. Record any alterations required in the system.

  Accurate

  Inaccurate

  N/A

• Comment

• 3. Observe and record safety issues before accessing the pit/valve. (e.g hazardous materials - PAH/Asbestos wrapping, lagging, and is the pit spacious enough? etc)

• 4.1 Make

• 4.2 Model

• 4.3 Size

• 4.4 Take photo of supplier's plate

  Media

• Comment

• 5. Check external surfaces of globe valve for any signs of damage and/or corrosion.

  Select Not Damaged Damaged Corroded Not Corroded N/A

  • Not Damaged
  • Damaged
  • Corroded
  • Not Corroded
  • N/A

• Comment

• 6. Check nuts and bolts of globe valve for any signs of damage and/or corrosion. Report measurements of nuts and bolts (PCD, Bolt dia, no of bolts etc) if feasible and if replacement is required.

  Select Not Damaged Damaged Corroded Not Corroded N/A

  • Not Damaged
  • Damaged
  • Corroded
  • Not Corroded
  • N/A

• Comment

• 7. Check globe valve for external leakage through flanges and/or bonnet.

  Leaking

  Not Leaking

  N/A

• Comment

• 8. Check pilot system of globe valve for any visible leakage/damage including lagging where applicable.

  Select Leaking Not Leaking Damaged Not Damaged N/A

  • Leaking
  • Not Leaking
  • Damaged
  • Not Damaged
  • N/A

• Comment

• 9. Check for signs of leakage from pipework and fittings in globe valve pit.

  Leaking

  Not Leaking

  N/A

• Comment

• 10. Check if there are Upstream (US) and Downstream (DS) connection ports on globe valve or on adjacent pipework. Indicate in comment if pressure gauges are installed, ports are capped, and/or ports have off take lines with ball valves.

  Select Both US and DS Ports have an offtake line and an isolation valve Installed Both Us and DS Ports are capped. No offtake line and isolation valves installed. Both US and DS Ports have Pressure Gauges Installed Both US and DS Ports have no Pressure Gauges Installed N/A Other (Details in Comment)

  • Both US and DS Ports have an offtake line and an isolation valve Installed
  • Both Us and DS Ports are capped. No offtake line and isolation valves installed.
  • Both US and DS Ports have Pressure Gauges Installed
  • Both US and DS Ports have no Pressure Gauges Installed
  • N/A
  • Other (Details in Comment)

• Comment

• 11. Check if US and DS isolation valves are within the same valve pit as globe valve.

  Yes

  No

  N/A

• Comment

• 12. If accessible, check external surfaces of isolation valves for any signs of damage and/or corrosion. (Note: the US and DS isolation valves should be normally fully open but check GIS for normally closed valve status)

  Select Damaged Not Damaged Corroded Not Corroded Buried Unable to locate N/A

  • Damaged
  • Not Damaged
  • Corroded
  • Not Corroded
  • Buried
  • Unable to locate
  • N/A

• Comment

• 13. If accessible, check nuts and bolts of isolation valves for any signs of damage and/or corrosion. Report measurements of nuts and bolts (PCD, Bolt dia, no of bolts etc) if feasible and if replacement is required.

  Select Not Damaged Damaged Corroded Not Corroded N/A

  • Not Damaged
  • Damaged
  • Corroded
  • Not Corroded
  • N/A

• Comment

• 14. If accessible, check isolation valves for external leakage through flanges and/or bonnet.

  Select Leaking Not Leaking N/A

  • Leaking
  • Not Leaking
  • N/A

• Comment

• 15. Note and report condition of other equipment/accessories/fittings such as loggers, solenoids and cables installed in the pit if applicable (Note: Inspection other than visual or working on these require services of a licensed electrician)

  Select Very Good Good Average/ Fair Poor Very Poor Unsighted N/A

  • Very Good
  • Good
  • Average/ Fair
  • Poor
  • Very Poor
  • Unsighted
  • N/A

• Comment

• 16. Check condition of valve chamber.

  Select Not Secure Secure Not Clean Clean Wet Dry Poorly Ventilated Well Ventilated Poorly Drained Well Drained

  • Not Secure
  • Secure
  • Not Clean
  • Clean
  • Wet
  • Dry
  • Poorly Ventilated
  • Well Ventilated
  • Poorly Drained
  • Well Drained

• Comment

• 17. Record type of chamber lid.

  Concrete

  Gatic

  Grating

  Other (Provide Details)

  N/A

• Comment

• 18. Check condition of valve chamber lid.

  Select Not Secure Secure Not Safe Safe Damaged Not Damaged N/A

  • Not Secure
  • Secure
  • Not Safe
  • Safe
  • Damaged
  • Not Damaged
  • N/A

• Comment

• 19. Record any other issues observed (e.g. use of dissimilar materials)

• 20. Any photos to be attached?

#

• Photo

  Media

• Description

Functionality Test

• 1. Notify WDEs of work.

  Completed

  Not Completed

  N/A

• Comment

• 2. Carry out valve and hydrant operations issued by WDEs to isolate globe valve.

  Completed

  Not Completed

  N/A

• Comment

• 3. Carry out spindle leak check while globe valve is in operation (while moving up and down)

  Normal

  Abnormal

  Not Completed

  N/A

• Comment

• 4. Verify hand-held pressure gauge’s calibration is current.

  Current

  Not Current

• Comment

• 5. Check and note existing SV and PRV configuration. <br>E.g. Standard configuration is "US SV – [Strainer – PRV] – FH – DS SV". [ ] means they are in a pit.

  Completed

  Not Completed

  N/A

• Existing Configuration

• 6. Inspect and clean strainer/dirt box if applicable<br>(Note: Ensure adequate isolation is in place)

  Completed

  Not Completed

  N/A

• Comment

• 7. Inspect and bleed/clean/flush pilot gear and pilot strainer if applicable.

  Completed

  Not Completed

  N/A

• 8. Verify US/DS PRV pressure settings through the calibrated hand-held pressure gauge are as per WASP required settings. <br>(Note: Check with Process Engineering if unsure)

  Completed

  Not Completed

  N/A

• Upstream Pressure Setpoint (Recorded)

• Upstream Pressure Setpoint (Required)

• Downstream Pressure Setpoint (Recorded)

• Downstream Pressure Setpoint (Required)

• 9. Adjust PRV settings as required and record new settings.

  Completed

  Not Completed

  N/A

• Downstream Pressure (Set)

• Upstream Pressure (Set)

• 10. Test run PRV, verify opening/closing times, and adjust pilot needle valve as required.

  Completed

  Not Completed

  N/A

• Comment

• 11. Perform Diaphragm Check as per manufacturer’s procedure.

  Passed

  Failed

  Not Completed

  N/A

• Comment

• 12. Perform Freedom of Movement Check as per manufacturer's procedure.

  Passed

  Failed

  Not Completed

  N/A

• Comment

• 13. Perform Tight Sealing Check as per manufacturer's procedure.

  Passed

  Failed

  Not Completed

  N/A

• Comment

• 14. Raise a work order for corrective maintenance if required.

  Completed

  Not Completed

  N/A

• Comment

Visual Inspection

• 1. Check access to globe valve/valve pit to ensure it is clear of vegetation and adequate for maintenance work.

  Not Clear

  Clear

  N/A

• Comment

• 2. Check globe valve location and asset number against records in GIS system. Record any alterations required in the system.

  Accurate

  Inaccurate

  N/A

• Comment

• 3. Observe and record safety issues before accessing the pit/valve. (e.g hazardous materials - PAH/Asbestos wrapping, lagging, and is the pit spacious enough? etc)

• 4.1 Make

• 4.2 Model

• 4.3 Size

• 4.4 Take photo of supplier's plate

  Media

• Comment

• 5. Check external surfaces of globe valve for any signs of damage and/or corrosion.

  Select Not Damaged Damaged Corroded Not Corroded N/A

  • Not Damaged
  • Damaged
  • Corroded
  • Not Corroded
  • N/A

• Comment

• 6. Check nuts and bolts of globe valve for any signs of damage and/or corrosion. Report measurements of nuts and bolts (PCD, Bolt dia, no of bolts etc) if feasible and if replacement is required.

  Select Not Damaged Damaged Corroded Not Corroded N/A

  • Not Damaged
  • Damaged
  • Corroded
  • Not Corroded
  • N/A

• Comment

• 7. Check globe valve for external leakage through flanges and/or bonnet.

  Leaking

  Not Leaking

  N/A

• Comment

• 8. Check pilot system of globe valve for any visible leakage/damage including lagging where applicable.

  Select Leaking Not Leaking Damaged Not Damaged N/A

  • Leaking
  • Not Leaking
  • Damaged
  • Not Damaged
  • N/A

• Comment

• 9. Check for signs of leakage from pipework and fittings in globe valve pit.

  Leaking

  Not Leaking

  N/A

• Comment

• 10. Check if there are Upstream (US) and Downstream (DS) connection ports on globe valve or on adjacent pipework. Indicate in comment if pressure gauges are installed, ports are capped, and/or ports have off take lines with ball valves.

  Select Both US and DS Ports have an offtake line and an isolation valve Installed Both Us and DS Ports are capped. No offtake line and isolation valves installed. Both US and DS Ports have Pressure Gauges Installed Both US and DS Ports have no Pressure Gauges Installed N/A Other (Details in Comment)

  • Both US and DS Ports have an offtake line and an isolation valve Installed
  • Both Us and DS Ports are capped. No offtake line and isolation valves installed.
  • Both US and DS Ports have Pressure Gauges Installed
  • Both US and DS Ports have no Pressure Gauges Installed
  • N/A
  • Other (Details in Comment)

• Comment

• 11. Check if US and DS isolation valves are within the same valve pit as globe valve.

  Yes

  No

  N/A

• Comment

• 12. If accessible, check external surfaces of isolation valves for any signs of damage and/or corrosion. (Note: the US and DS isolation valves should be normally fully open but check GIS for normally closed valve status)

  Select Damaged Not Damaged Corroded Not Corroded Buried Unable to locate N/A

  • Damaged
  • Not Damaged
  • Corroded
  • Not Corroded
  • Buried
  • Unable to locate
  • N/A

• Comment

• 13. If accessible, check nuts and bolts of isolation valves for any signs of damage and/or corrosion. Report measurements of nuts and bolts (PCD, Bolt dia, no of bolts etc) if feasible and if replacement is required.

  Select Not Damaged Damaged Corroded Not Corroded N/A

  • Not Damaged
  • Damaged
  • Corroded
  • Not Corroded
  • N/A

• Comment

• 14. If accessible, check isolation valves for external leakage through flanges and/or bonnet.

  Select Leaking Not Leaking N/A

  • Leaking
  • Not Leaking
  • N/A

• Comment

• 15. Note and report condition of other equipment/accessories/fittings such as loggers, solenoids and cables installed in the pit if applicable (Note: Inspection other than visual or working on these require services of a licensed electrician)

  Select Very Good Good Average/ Fair Poor Very Poor Unsighted N/A

  • Very Good
  • Good
  • Average/ Fair
  • Poor
  • Very Poor
  • Unsighted
  • N/A

• Comment

• 16. Check condition of valve chamber.

  Select Not Secure Secure Not Clean Clean Wet Dry Poorly Ventilated Well Ventilated Poorly Drained Well Drained

  • Not Secure
  • Secure
  • Not Clean
  • Clean
  • Wet
  • Dry
  • Poorly Ventilated
  • Well Ventilated
  • Poorly Drained
  • Well Drained

• Comment

• 17. Record type of chamber lid.

  Concrete

  Gatic

  Grating

  Other (Provide Details)

  N/A

• Comment

• 18. Check condition of valve chamber lid.

  Select Not Secure Secure Not Safe Safe Damaged Not Damaged N/A

  • Not Secure
  • Secure
  • Not Safe
  • Safe
  • Damaged
  • Not Damaged
  • N/A

• Comment

• 19. Record any other issues observed (e.g. use of dissimilar materials)

• 20. Any photos to be attached?

#

• Photo

  Media

• Description

Functionality Test

• 1. Notify WDEs of work.

  Completed

  Not Completed

  N/A

• Comment

• 2. Carry out valve and hydrant operations issued by WDEs to isolate globe valve.

  Completed

  Not Completed

  N/A

• Comment

• 3. Carry out spindle leak check while globe valve is in operation (while moving up and down)

  Select Normal Abnormal Not Completed N/A

  • Normal
  • Abnormal
  • Not Completed
  • N/A

• Comment

• 4. Check valve opening and closing times where applicable.

  Normal

  Abnormal

  Not Completed

  N/A

• Comment

• 5. Operate solenoid valves where applicable and record any issues.

  Normal

  Abnormal

  Not Completed

  N/A

• Existing Configuration

• 6. Remove solenoid valves where fitted and inspect valve seats for damage and corrosion. Replace where necessary.

  Select Damaged Not Damaged Corroded Not Corroded Replaced Need Replacement

  • Damaged
  • Not Damaged
  • Corroded
  • Not Corroded
  • Replaced
  • Need Replacement

• Comment

• 7. Remove strainers, inspect, and bleed/clean/flush pilot gear and pilot strainer if applicable.

  Completed

  Not Completed

  N/A

• Comment

• 8. Perform Diaphragm Check as per manufacturer’s procedure.

  Passed

  Failed

  Not Completed

  N/A

• Comment

• 9. Perform Freedom of Movement Check as per manufacturer's procedure.

  Passed

  Failed

  Not Completed

  N/A

• Comment

• 10. Perform Tight Sealing Check as per manufacturer's procedure.

  Passed

  Failed

  Not Completed

  N/A

• Comment

• 11. Raise a work order for corrective maintenance if required.

  Completed

  Not Completed

  N/A

• Comment

Functionality Test

• 1. Notify WDEs of work.

  Completed

  Not Completed

  N/A

• Comment

• 2. Carry out valve and hydrant operations issued by WDEs to isolate globe valve.

  Completed

  Not Completed

  N/A

• Comment

• 3. Carry out spindle leak check while globe valve is in operation (while moving up and down)

  Select Normal Abnormal Not Completed N/A

  • Normal
  • Abnormal
  • Not Completed
  • N/A

• Comment

• 4. Verify hand-held pressure gauge’s calibration is current.

  Current

  Not Current

• Comment

• 5. Check and note existing SV and PRV configuration in the box below "Existing Configuration". <br>E.g. Standard configuration is "US SV – [Strainer – PRV] – FH – DS SV". [ ] means they are in a pit.

  Completed

  Not Completed

  N/A

• Existing Configuration

• 6. Inspect and clean strainer/dirt box if applicable<br>(Note: Ensure adequate isolation is in place)

  Completed

  Not Completed

  N/A

• Comment

• 7. Inspect and bleed/clean/flush pilot gear and pilot strainer if applicable.

  Completed

  Not Completed

  N/A

• Comment

• 8. Verify US/DS PRV pressure settings through the calibrated hand-held pressure gauge are as per WASP required settings. <br>(Note: Check with Process Engineering if unsure)

  Completed

  Not Completed

  N/A

• Upstream Pressure Setpoint (Recorded)

• Upstream Pressure Setpoint (Required)

• Downstream Pressure Setpoint (Recorded)

• Downstream Pressure Setpoint (Required)

• 9. Adjust PRV settings as required and record new settings.

  Completed

  Not Completed

  N/A

• Downstream Pressure (Set)

• Upstream Pressure (Set)

• 10. Test run PRV, verify opening/closing times, and adjust pilot needle valve as required.

  Completed

  Not Completed

  N/A

• Comment

• 11. Perform Diaphragm Check as per manufacturer’s procedure.

  Passed

  Failed

  Not Completed

  N/A

• Comment

• 12. Perform Freedom of Movement Check as per manufacturer's procedure.

  Passed

  Failed

  Not Completed

  N/A

• Comment

• 13. Perform Tight Sealing Check as per manufacturer's procedure.

  Passed

  Failed

  Not Completed

  N/A

• Comment

• 14. Raise a work order for corrective maintenance if required.

  Completed

  Not Completed

  N/A

• Comment

Functionality Test

• 1. Notify WDEs of work.

  Completed

  Not Completed

  N/A

• Comment

• 2. Carry out valve and hydrant operations issued by WDEs to isolate globe valve.

  Completed

  Not Completed

  N/A

• Comment

• 3. Carry out spindle leak check while globe valve is in operation (while moving up and down)

  Normal

  Abnormal

  Not Completed

  N/A

• Comment

• 4. Check valve opening and closing times where applicable.

  Normal

  Abnormal

  Not Completed

  N/A

• Comment

• 5. Operate solenoid valves where applicable and record any issues.

  Normal

  Abnormal

  Not Completed

  N/A

• Existing Configuration

• 6. Remove solenoid valves where fitted and inspect valve seats for damage and corrosion. Replace where necessary.

  Select Damaged Not Damaged Corroded Not Corroded Replaced Need Replacement

  • Damaged
  • Not Damaged
  • Corroded
  • Not Corroded
  • Replaced
  • Need Replacement

• Comment

• 7. Remove strainers, inspect, and bleed/clean/flush pilot gear and pilot strainer if applicable.

  Completed

  Not Completed

  N/A

• 8. Perform Diaphragm Check as per manufacturer’s procedure.

  Passed

  Failed

  Not Completed

  N/A

• Comment

• 9. Perform Freedom of Movement Check as per manufacturer's procedure.

  Passed

  Failed

  Not Completed

  N/A

• Comment

• 10. Perform Tight Sealing Check as per manufacturer's procedure.

  Passed

  Failed

  Not Completed

  N/A

• Comment

• 11. Raise a work order for corrective maintenance if required.

  Completed

  Not Completed

  N/A

• Comment

• Tasks Completed and Satisfactory

• Additional Comments

• Maintenance/E&M Supervisor (signature)

  Sign

• Select date

  Date