Identify the forging and the state examined
An ultrasonic examination record for a forging should identify more than the heat number and a general part description. The recipient needs to know which individual item was examined and what physical and processing state it had at that time. A rough-machined forging and the finished component can share a serial number while presenting different geometry and reference surfaces. The reporting task is to preserve that distinction, so a later reviewer can understand the scope and meaning of the earlier evidence without assuming it automatically describes every subsequent state.
Use a process-state record to connect the individual forging, the controlling drawing, the relevant manufacturing stage and the actual examination event. The record can point to a detailed UT report, traveler and supporting files without repeating every technical parameter in one table. It does not choose a heat-treatment sequence, establish a scanning technique or determine acceptance. Those decisions remain with the applicable manufacturing and examination requirements. The free reporting workspace provides a practical way to assemble the verified references and the responsible examiner's bounded findings into a readable PDF.
Keep heat, individual identity and design revision separate
A heat or material-lot reference provides manufacturing context, but it may apply to several individual forgings. Retain the serial or controlled piece identity that distinguishes the examined item. Also record the drawing or design revision and any temporary workshop label used during handling. If the item is divided or its identity is transferred through an authorized manufacturing operation, preserve the source record for that relationship. The examiner should not have to infer which item was tested from a similar size, shape or heat marking.
When the original mark is unclear, state the limitation and refer to the approved identification process. Do not fill a missing serial with a copied value from the previous row. An account equipment register is not the right place to establish the identity of a client's manufactured forging; keep the workpiece identity in the report and project records. The equipment tracker can organize the inspection instrument and supporting equipment information separately. That separation prevents a report from confusing the item being tested with the equipment used to test it.
Define the manufacturing stage using actual source records
Use the stage terminology established by the manufacturer or project: for example, an identified rough-machining stage or a defined condition after a recorded operation. A generic description such as ready for inspection can be inadequate if it means different things to different departments. Retain the traveler, operation or processing-record reference that supports the stage description. If the laboratory received an item with only a supplier declaration of condition, identify that source instead of implying that the laboratory independently witnessed the earlier processing.
Record the relevant sequence without inventing missing events. A document dated before the examination may support an operation, but its date alone does not prove that it applies to the correct piece or that the operation was completed before every view or scan. Check the identity and status in the source record. If a required state cannot be established, make the uncertainty visible to the responsible reviewer before using the UT result for a later manufacturing or acceptance decision. The worksheet should preserve an open question rather than manufacture a plausible process history. Where an outsourced processor uses a different job or item label, retain the cross-reference to the forging serial and check the returned record against the dispatch identity. A shared purchase order alone may not distinguish several pieces processed together.
Retain the dimensional condition relevant to the examination
Identify the dimensional drawing or measured condition used to describe the item at examination. A finished-part drawing may not describe the actual rough-machined envelope or available reference surfaces. Where the approved inspection record requires dimensions, enter the supplied values with units and their source. Do not imply that every dimension was measured by the UT examiner if some values came from manufacturing documentation. A clear source field distinguishes an observed measurement, a nominal drawing value and a supplier-reported condition.
Preserve the relationship between the examined condition and any later material removal. The record should not casually translate an earlier location into finished-part coordinates without the appropriate mapping or technical review. A feature used as a datum may be altered or removed during machining. If the project supplies a conversion drawing or revised reference system, identify it and its revision. This is a documentary connection, not permission to calculate a new indication position from incomplete information. Keep the responsible interpretation attached to the actual geometry and source evidence.
Explain the orientation and reference system
An indication location or coverage description is useful only when the coordinate reference is understandable. Record the datum, direction and orientation convention specified by the examination procedure or drawing. If the item was rotated between operations, preserve the reference that connects the scan description to the physical piece. Labels such as top, front and end one should not be left to the reader's imagination when the forging can be placed in several orientations. Use the controlled identifiers and a referenced sketch where the approved record provides one.
The reporting table can summarize the reference system while pointing to the complete drawing or examination record. Avoid copying an old sketch label into a new report after the manufacturing stage has changed. If a datum was replaced or re-established, record the authorized relationship and any limitation on comparison with earlier data. The objective is not to burden every row with a full coordinate definition; it is to make sure that the definition is available and clearly applies to the event being reported. A neat table cannot compensate for an ambiguous physical reference.
Distinguish instrument certification from the examination setup
The report should retain the equipment and setup evidence required by the actual examination procedure. Evident's calibration-concepts tutorial distinguishes instrument certification from velocity or zero calibration and reference calibration. For the process-state record, that distinction prevents a current instrument certificate from becoming the only explanation of the setup used on a particular forging. Reference the actual examination setup records supplied by the responsible examiner, with the item and stage to which they apply.
This guide does not prescribe a calibration method, reference reflector, sensitivity or scan setting. Enter those details only from the approved technical record where they belong in the deliverable. If equipment or another relevant configuration changed during the examination, identify the corresponding record relationship rather than assuming that one opening entry covers every event. The examiner and technical reviewer determine the significance of a change. The reporting author makes their evidence retrievable and avoids describing a date reminder or equipment-register status as proof that a specific UT setup met the procedure.
Keep actual coverage and exclusions beside the result
Describe the coverage documented for the stated forging condition. Use the authorized technique and examiner record to identify surfaces, directions, regions or other scope elements, and preserve the limits the examiner reports. Do not substitute a general statement that the forging was tested for a specific explanation of what was examined. Where the record points to a marked coverage drawing, include its identifier and revision. The summary should make a material limitation visible beside the result instead of relying on the recipient to discover it in an unrelated attachment.
Separate an area outside the authorized scope from an area that was requested but not examined, and distinguish both from a missing delivery record. Each situation has a different next action. A scope question belongs with the responsible project authority; a technical limitation may need review; a missing report may require retrieval. The process-state worksheet should keep these distinctions readable. It cannot infer coverage from an imported result grid or decide whether an unexamined region is acceptable for the finished component's intended use.
Preserve the reported indication and its evaluation basis
Keep the examiner's recorded finding, its location reference and the supplied evaluation basis connected to the correct work stage. Where the project uses a result code or category, explain it or refer to the controlling legend. Do not invent universal acceptance thresholds or convert a preliminary observation into a final disposition while preparing the PDF. A later engineering decision may refer to the finding, but it should remain attributable to its own record and responsible authority. The report author should not merge those different statements into a single unqualified pass result.
If a later operation changes the feature associated with a finding, retain the earlier evidence and the responsible review of the relationship. A finding absent from a later summary is not, by itself, proof of what happened to the original indication. The records need to show the relevant processing and examination context. This guide supports that traceability; it does not determine whether material removal, additional testing or another action is technically sufficient. Record the actual disposition supplied under the governing process and keep any unresolved question visible.
Use a fictional rough-to-finished sequence to test the record
Imagine forging F-702, associated with heat H-19, examined at rough-machining stage M-20. Report UT-031 uses datum A on the stage drawing and identifies its documented examination extent. The same serial later proceeds to another machining stage, M-40, with a changed reference surface. A second examination is recorded in UT-044. Both reports belong to F-702, but the stage, geometry reference and examination event differ. The process-state index should show those differences rather than presenting the two reports as duplicate tests on an unchanged object.
In this example, a reviewer asks whether a feature referenced in UT-031 can be compared with a location in UT-044. The coordinator should retrieve the stage drawings and any authorized mapping or disposition, not simply copy the earlier coordinate into the later table. If the relationship remains uncertain, the index records the question and its owner. The fictional case illustrates why a shared serial and heat are necessary context but insufficient for every comparison. It supplies no acceptance decision or technical conclusion about the actual forging.
| Identity | State and reference | Evidence relationship |
|---|---|---|
| F-702 / H-19 | M-20; stage drawing and datum A | UT-031 represents the documented rough-machining condition |
| F-702 / H-19 | M-40; revised reference surface | UT-044 is a separate event; comparison needs the relevant mapping |
| Same serial | Unresolved feature relationship | Keep the responsible review question open rather than infer equivalence |
Make comparisons conditional on their documented basis
When several UT events are presented together, state what the responsible reviewer has established about comparability. Confirm the individual identity, process state, reference system and relevant examination configuration before describing a change as a trend or improvement. If the earlier and later records answer different scope questions, explain that distinction. A side-by-side PDF layout can create an impression of direct comparison even when the source evidence does not support one. The report should keep the justified conclusion narrower than the visual presentation where necessary.
NIST's research on linking manufacturing and inspection information examines lifecycle evidence relationships. The editorial application here is the explicit link between a forging state and its examination record. This is not an automated digital thread: the author still verifies the references and obtains the responsible interpretation. If a comparison cannot be supported, retain the separate events and the reason the question remains open instead of calculating a difference that appears precise but lacks a sound physical association.
Prepare the process-state worksheet for import
Use columns for individual forging identity, heat reference, design or stage drawing, operation reference, dimensional condition, datum, examination event, coverage and report revision. Add an open-question field for relationships awaiting confirmation. The same serial can appear in several rows when each represents a different documented state or event; make the distinction explicit. Avoid a single row that accumulates an unstructured list of every report number while hiding the sequence. The downloadable worksheet is a starting structure for the actual records, not a prescribed manufacturing traveler.
Before import, review identifiers as text, units in their own headings and copied stage descriptions for accuracy. Keep nominal dimensions distinguishable from measured ones and avoid leaving a blank state field that a recipient might interpret as the final condition. The free digital reporting workspace imports editable tables from Word or Excel, with a preview before the content is added to the report. It does not read native UT datasets or reconstruct the processing history. Enter reviewed information and retain the underlying evidence through the approved document system.
Review the PDF and its historical references before issue
Select the actual method and enter the applicable procedure, specification, personnel and equipment references. Use the observations and conclusion fields to describe the bounded examination result and any open relationship. Add company and client logos only when authorized, and check the generated PDF for legible serials, stage references and drawing revisions. A guest can produce a draft PDF without signup. A verified free account can save a private report with an assigned number and revisions, while the original manufacturing identities remain in their separate report fields.
Before delivery, retrieve one earlier and one later event through the completed index. Confirm that the recipient can identify the right physical item, distinguish its state and locate the source evidence without relying on the author's memory. If a correction changes the stage association, document and redistribute it through the appropriate process. The useful result is a record that preserves what was examined at each stage and gives the responsible technical team a clear basis for reviewing its relevance to the later component, without overstating the authority of the software or the summary table.
Forging state and UT examination crosswalk
Download this editable CSV for the task described above. Replace illustrative prompts with your own supported facts. The worksheet is a planning aid; it does not establish inspection acceptance or approval.
Download the free workflow worksheetQuestions about this workflow
Is the heat number enough to identify the forging examined?
Keep the individual piece identity as well. A heat reference may apply to several forgings and does not by itself identify one examination event.
Does an instrument certificate describe the complete UT setup?
No. Retain the examination-specific setup evidence required by the actual procedure, distinct from instrument certification and date reminders.
Can earlier and later UT coordinates always be compared?
Check the physical state, datum and responsible mapping evidence. A shared serial does not automatically establish equivalent geometry or coverage.
Does the free report tool read native UT data?
No. Import editable Word or Excel tables and enter reviewed findings and references; retain native evidence in the approved technical system.
Sources and editorial scope
Primary references support the specific context cited in the guide. Worked examples and suggested workflows are NDT Connect editorial guidance. Confirm the documents and authority applicable to the actual assignment.
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