Title Page
General Information
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Project:
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Contractor:
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Conducted on:
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Location:
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Completed By:
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Record Number:
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Record the Tag or Serial #
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Select the material source
- Free Issue
- Contractor
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Select valve type
- Manual
- Actuated
- Control
- Safety
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Select storage condition
- Indoor: enclosed area with controlled environmental conditions
- Outdoor Sheltered: protected from direct rain, sun, and debris
- Outdoor Unsheltered: directly exposed to environmental elements
Checkpoints
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Remove end protective cap, and verify if the valve position matches the indicator (open/closed)
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Is the valve bore free of debris, dust, sand, or contaminants
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Is the sealing contact area confirmed free of solid particles
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Is the external surface free of corrosion and damage
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Are the nameplate and tag details correct and legible
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Are flanges (open ends) covered with weather-tight caps
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Do handwheels operate smoothly and correctly across their full range
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Is the hydraulic actuator stored in the correct position, and is the oil level as per the manufacturer’s recommendation
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Are ball valves in the fully open position as specified
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Are gate/globe valves in the fully closed position as specified
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Are safety valves stored in the vertical position (e.g., PSV, ESDV)?
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Has internal preservation (e.g., desiccants, inhibitors) been applied where applicable to protect internal surfaces
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Are the valves stored with appropriate packing materials to prevent physical damage or contamination
Feedback
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