Create one follow-up question for each screened location
Begin with the screening report reference and the specific location or interval requiring further assessment. State the actual question supplied by the responsible review: confirm a physical feature, obtain local condition evidence, resolve an interpretation or address a coverage limitation. Do not reduce every entry to inspect pipe. A useful follow-up register explains why the location was selected and what evidence is needed next, allowing the field team and reviewer to distinguish the intended task from a general maintenance visit.
Preserve the original screening classification and its meaning. It remains part of the evidence even when later work changes the assessment. Do not replace it with a local measurement in a way that obscures the different methods and events. The register connects the records and the responsible decision; it does not prescribe a guided-wave technique, select acceptance limits or establish fitness for service. Those decisions belong to the actual project’s technical and asset-management process.
Keep screening and local examination roles distinct
Guided Ultrasonics’ inspection overview distinguishes screening, targeted examination and monitoring roles within its technology offering. For this reporting workflow, preserve the role of the actual examination rather than treating every guided-wave result as an identical kind of measurement. A screening location can direct further work without independently establishing the local minimum wall thickness or the precise physical extent needed for another assessment.
Record the actual follow-up method and its supported scope. A local ultrasonic survey, visual examination or another documented technique may answer a particular question, but the method name alone does not prove that it resolves the screening entry. Preserve the responsible correlation and conclusion. Avoid presenting an automatically combined pass status when the screening and follow-up records describe different regions, different component conditions or different quantities that have not been reconciled through the technical process.
Anchor each screening result to its test location
Identify the actual test location, component or line reference and the direction convention used in the source report. Distances may be reported on either side of a test position, so a number without its sign or direction is incomplete. Preserve the physical datum and the location map needed to place the selected interval on the plant. Do not assume that the screening system’s zero corresponds to a drawing origin, weld number or maintenance chainage used by another team.
If several test locations address overlapping portions of the line, keep their source references separate and document any correlation to the same follow-up area. A location appearing in two screening records is not automatically two physical conditions. Conversely, identical distances from different test positions need not refer to the same place. The register should preserve the actual physical crosswalk before the team combines entries, calculates quantities or assigns one work order to several screening observations.
Preserve the actual reported inspection range
Record the diagnostic or reported range established for the individual test and any stated exclusions or limitations. Do not substitute a brochure range or a distance achieved on another line. The actual source report should establish what was assessed in each direction and where the interpretation becomes limited. A schematic showing the entire line can be useful for navigation, but it should not make unassessed portions look like completed screening merely because they lie on the same drawing.
The GUL screening FAQ discusses how pipe features and conditions can limit inspection range. Its examples do not establish a universal distance for another examination. For the register, retain the actual reviewed range and the reason a particular boundary exists. This avoids using a favorable screening result within one interval as evidence about a different interval outside the supported examination or across a feature that the source report identifies as limiting.
Do not translate a screening category into a local thickness
Preserve the quantity and classification actually reported by the screening analyst. A category or response associated with cross-sectional change is not automatically a local minimum-thickness measurement. Keep the source legend and technical meaning available to the recipient. Do not populate a thickness column by converting a percentage or category without a supported basis. The follow-up record should supply its own actual measurements, units and location context where that is the purpose of the additional work.
If the final report includes both records, label their different meanings clearly. A reader should not have to infer from a method abbreviation that one value represents screening context and another a local measurement. The responsible technical review determines how the evidence informs the asset decision. The worksheet does not average unlike outputs, calculate remaining life or apply a repair threshold. It preserves the evidence needed for that separate assessment and prevents an administrative table from manufacturing a measurement.
Define the local examination scope before mobilization
Describe the physical interval, surface or feature that the responsible process requires the follow-up to address. Include the actual location reference, access requirements and evidence deliverables supplied by the project. Do not assume one convenient point measurement represents the whole screened region. The necessary extent depends on the technical question. A clear work scope helps the provider return evidence that can be correlated with the screening result instead of a report that merely confirms attendance at the general area.
Keep scope questions visible before work starts. If the screening location cannot be transferred reliably to the plant, resolve the mapping or record the uncertainty through the actual process. Do not send a precise-looking coordinate that has not been correlated and then treat the returned measurement as confirmation. The quote comparison tool can organize actual supplier scopes and exclusions, but it does not determine the technically adequate follow-up extent or supply inspection prices.
Separate access completion from examination completion
A work order may include insulation removal, scaffolding or another access activity before the examination. Record those stages separately from the actual technical work and review. A closed access task does not prove that the intended region was examined, and a completed examination does not necessarily mean the result has been evaluated for the required decision. Use statuses with clear meanings so scheduling information does not silently become a technical closeout statement.
If the accessible area differs from the intended scope, preserve that difference and the responsible instruction. Do not redefine the screening location to match whichever opening was easiest to reach. The register should show the actual exposed or examined region and any remaining question. This is useful when access crews and inspection crews work on different shifts and the final report is assembled from several separate activity records that otherwise appear to describe one completed task.
Correlate the local datum with the screening datum
A local examination may use a nearby weld, support or marked point as its origin. Preserve the relationship to the screening test position and the selected interval. Record the actual drawing or field-marking evidence used to establish the correlation. Do not assume that matching line numbers prove matching locations. A measurement from the correct pipe but the wrong side of a feature may not address the intended screening question.
Where the location can only be bounded, retain that qualification and identify its effect on the follow-up decision. The responsible reviewer determines whether the available local examination covers the relevant region. The report preparer should not eliminate the uncertainty by choosing the nearest measurement or extending a grid on paper. A useful register connects the actual physical evidence and keeps any unresolved mapping question visible until the technical process establishes the relationship.
Worked example: the opened area does not match the screened interval
In a fictional line survey, screening entry G12 refers to an interval beyond support S4. The access work order opens insulation on the near side of S4, and a local thickness report is returned for that opening. The coordinator initially closes G12 because the line number and support reference match. A location review shows that the local report does not establish the intended interval. The screening entry remains open while the actual correlation and necessary follow-up are resolved.
The register retains the local report as valid evidence of the area it actually examined, without presenting it as confirmation of G12. This hypothetical example sets no opening size, measurement spacing or acceptance criterion. Its purpose is to show that a completed follow-up activity is useful only within its actual physical scope. Correct line identity and a nearby landmark do not replace the location relationship required to connect screening and local examination evidence.
| Record | What it establishes | Required relationship | Shortcut to avoid |
|---|---|---|---|
| Screening G12 | A defined question beyond S4 | Source test location, direction and interval | Screening category is a local thickness |
| Access work order | An area was made accessible | Actual opening relative to G12 | Access complete means technical closure |
| Local report | Results for its actual examined area | Datum and scope correlation | Same line and support prove the same interval |
| Closeout decision | Responsible assessment of the combined evidence | Documented result and remaining limits | Newest report automatically resolves the entry |
Record what the follow-up actually established
Use the local examination’s reviewed result and preserve its qualifications. The outcome may confirm a physical condition, explain a geometric response, provide insufficient evidence or leave part of the region unassessed. Keep these outcomes distinct. Do not use a generic verified label when the nature of the verification matters to the client. The register should explain which question was answered and identify the actual record supporting that conclusion.
Where screening and local results appear different, obtain the responsible interpretation rather than choosing the more favorable value. They may describe different quantities or extents, or the location relationship may need further review. Preserve the actual decision and supporting evidence. The worksheet does not adjudicate method disagreement. It provides a clear place to record the technical resolution so the final report does not imply that unlike measurements were expected to be numerically identical.
Keep deferred follow-up visible without inventing approval
If follow-up cannot be completed, record the actual reason, affected scope and responsible action. Separate an unresolved inspection question from a formally documented deferral decision. Do not describe the latter as approved unless the applicable authority and record establish it. The reporting worksheet cannot authorize continued operation or decide whether an outstanding screening indication can wait. Preserve the actual project decision and its limits, including the evidence still required.
Use confirmed dates and responsibilities only where they exist. A placeholder deadline should not appear as an agreed commitment in the client report. If access or scheduling remains uncertain, state the current condition accurately and retain the communication reference. This allows the register to support practical coordination without overstating technical closure or creating an unsupported assurance that the asset has been assessed adequately despite incomplete follow-up.
Separate post-repair evidence from the original condition
If the component is repaired or otherwise changed before a later examination, preserve that condition boundary. A post-repair result does not directly describe the original screened state. Link the repair reference, subsequent examination and responsible closeout decision. Do not overwrite the initial screening record with the later result in a way that removes the reason the work was initiated. The history should show how the original question led to the actual intervention and final assessment.
Where a later screening campaign revisits the same line, retain the earlier test-location and follow-up relationships for comparison. Confirm that datums, component configuration and examination scopes remain comparable. A matching distance or label alone is insufficient. The register supports that historical review by preserving the evidence chain, but it does not calculate a degradation rate or infer improvement solely because a later category differs from an earlier one.
Prepare the screening and follow-up package together
The digital reporting workspace can hold the reviewed follow-up register, local results table and explanatory notes. It imports supported DOCX and XLSX tables after preview. It does not read native guided-wave data, identify indications or automatically link external work orders. Keep screening acquisition and local examination files in the agreed technical package, using accurate source references rather than implying that the PDF contains or analyzes them.
The equipment tracker can organize instrument references, while the procedure draft tool can help structure proposed reporting responsibilities for review. Neither establishes the adequate follow-up method or approves closure. The guided-wave system scope guide addresses broader procurement context. This worksheet focuses on the actual evidence linking a screened location to the completed local examination and responsible decision.
Keep one-to-many follow-up relationships explicit
One local examination can address several screening entries only when its actual scope and the responsible correlation support that relationship. List each entry and the particular question answered, rather than closing all nearby rows together. Conversely, one screening question may require several local records before the technical review is complete. Preserve those separate contributions and the overall decision. This prevents a shared work-order number from becoming an automatic closure rule. It also makes the workload summary more useful: the number of screening entries, access tasks, local examinations and completed technical decisions can differ without indicating a counting error, provided the report explains the relationship between those quantities.
Check closure from the original screening question
Choose one closed entry and trace it from the original screening report through the physical location correlation, actual follow-up scope and responsible conclusion. Confirm that the evidence answers the stated question rather than merely documenting activity nearby. Then check an open entry to ensure its limitation remains visible in the summary. This review catches a register that looks administratively complete while still missing the technical relationship needed to support its closure statements.
Use the report buyer-review guide for wider delivery checks and replace the fictional worksheet example with real reviewed references. A useful follow-up register preserves both the value and the limits of screening: it directs evidence gathering, records what the local examination established and makes remaining questions actionable. It supports the responsible assessment without converting a screening response into a precise local measurement or a completed work order into an operating decision.
Guided-wave screening-to-follow-up register
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
Can a guided-wave screening category be entered as minimum wall thickness?
No. Preserve the actual reported quantity and obtain local measurement evidence where required by the responsible technical process.
Does a closed insulation-removal work order close the screening entry?
No. Access, examination, interpretation and technical closeout are separate stages with different evidence.
Is a follow-up near the same support enough to confirm the location?
Establish the actual datum and physical extent. A nearby landmark does not by itself prove that the intended screening interval was examined.
Can the reporting tool approve deferred follow-up or continued operation?
No. Record the actual responsible decision and its evidence. The tool organizes the report and does not make asset-integrity or operating decisions.
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.
More guides: method-specific report workpapers
- Record MT Examination Coverage and Sequence References
A statement that MT was performed should identify the actual examined surfaces and the arrangement supporting that scope. Preserve executed coverage, sequence references and limitations without prescribing a generic magnetizing technique.
- Link PAUT Report Views to Scan Coverage Evidence
A selected PAUT view is a presentation of part of an examination record. Explain which data and coverage it represents, which context was used to interpret it and what remains outside the supported claim.
- Link PEC Screening Areas to Confirmatory Examinations
A PEC screening result represents a defined measurement context and averaging area. Keep that meaning separate from local readings obtained during follow-up, and document how the responsible review connects the two.
- Document Actual PT Process Times and Materials
A PT process record should describe the examination that occurred. Keep actual timing evidence, the applicable process basis and material identities separate from planned values and later administrative calculations.
