Proof the characters that carry technical meaning
Begin with the strings whose alteration would matter to the recipient: result values and signs, unit symbols, component identifiers, specification references and the names used to identify responsible parties. A missing accent may change a name, while a missing sign or prefix may change a technical value. Do not treat all typography as cosmetic. Build the proofing check around the information that must remain faithful to its source rather than simply asking whether the page looks professional.
Keep the source for each important string identifiable. A value can be compared with the accepted examination record, a component reference with the agreed register, and a person’s name with the appropriate supplied record. The proofreader should not guess which spelling or symbol was intended. If the source itself is ambiguous, obtain clarification before making a change. The task is to preserve supported meaning through the document workflow, not to replace unfamiliar characters with whichever alternative looks most familiar.
Distinguish character identity from visual resemblance
Some characters can look similar while representing different text. A digit zero and a letter O, a lowercase l and a digit one, or different dash characters can be difficult to distinguish in a small table. Check them against the source rather than relying on a quick glance. The appropriate treatment depends on the information type. An agreed identifier should preserve its intended characters; a stylistic dash in ordinary prose may allow a different presentation without changing the factual record.
Do not run a blanket replacement across an entire report without understanding the affected fields. The same visible mark may serve punctuation in one place and belong to a component identifier in another. Record the reason for any correction that could affect identity or technical meaning. If the recipient needs machine-readable identifiers, test copying and searching the exact expected string as well as visually inspecting it. A readable page and a faithful text value are related checks, but one does not automatically establish the other.
Keep unit symbols and prefixes in their intended form
Unit capitalization and prefixes can carry meaning. NIST’s rules for printing and using units provide conventions for their presentation. Apply the relevant project requirements and verify the actual quantity rather than treating a unit as decorative text. A proofing exercise should catch an unintended change in the unit label, but it should not decide a conversion or an acceptance criterion on its own.
Read the value and unit together in the source, editor and exported PDF. Check signs, decimal separators and any qualifier as part of the same entry. If a symbol is unfamiliar, ask the responsible person what it represents. Do not replace it with an abbreviation that changes the unit or hides a meaningful qualification. The free calculator directory can help users locate applicable calculations, but it does not determine what a symbol in an unrelated source document was intended to mean.
Preserve names without inventing a preferred spelling
Use the spelling supplied through the appropriate source for the report. A person or organization may use accented characters or a script that is unfamiliar to the preparer. Do not remove those characters simply to make data entry easier. If the receiving format requires another representation, obtain an agreed version and preserve the source relationship. A transliteration or abbreviated company name should not be presented as an independently verified identity when it was only a convenience introduced during formatting.
Check names in every place they appear, including the company and client header, personnel fields, notes and source references. A corrected heading does not resolve an older spelling left in the conclusion. Avoid copying personal information beyond what the report requires. The proofing record can identify the field and the approved string without becoming an unnecessary duplicate personnel file. Its purpose is to verify the representation used in this document, not to establish qualification, authority or legal identity.
Understand why text processing can affect equivalent-looking strings
The Unicode Consortium’s normalization specification explains that text can have different underlying character representations and defined normalization forms. That is useful background when a search or comparison behaves differently from a visual check. A report preparer does not need to implement a normalization algorithm. It should, however, avoid assuming that every text-processing tool preserves the same character sequence merely because the result looks similar on screen.
When an exact identifier or technical string must match another system, agree the expected representation with the source owner and test that specific use. Do not normalize unfamiliar strings indiscriminately to make a comparison pass. A change that is acceptable for ordinary prose may be inappropriate for an identifier or externally controlled reference. Keep the source and the proposed representation available when asking for clarification. The proofing worksheet should record the actual requirement, not label every underlying difference as either harmless or unacceptable without context.
Check pasted text before relying on the editor display
Copying from a PDF, spreadsheet or message can introduce unexpected spaces, line breaks or characters. Review the pasted value in the report field against the source. Pay particular attention to identifiers split across lines in the original and to symbols copied from an image-based document. Do not assume that a successful paste means the correct text was obtained. Where the source is not selectable text, use the organization’s appropriate transcription and verification process rather than treating a visual reading as automatic data extraction.
Keep technical values separate from surrounding explanatory prose when that helps preserve their meaning. A pasted paragraph may contain a result whose unit is defined several lines earlier. If the report field receives only the number, the context can be lost. Conversely, a long identifier may accidentally include a trailing sentence fragment. Check the whole field and its intended role. The reporting importer reads supported DOCX and XLSX content; it does not establish that the source author’s character choices or a separate copy-and-paste operation were correct.
Respond to an unsupported-character error deliberately
The reporting PDF exporter uses bundled fonts and checks whether the entered characters are supported. If a required character is unsupported, it reports an error rather than silently deleting that character. Do not promise that every language, technical notation or decorative symbol can be exported. Treat the error as a prompt to inspect the affected source text and decide the appropriate next step. The report should not be released with an invented replacement merely to obtain a downloadable file.
A decorative symbol may be removable without changing the record, while a character in a person’s name, identifier or technical value may require an agreed alternative or another delivery arrangement. Make that distinction with the responsible source. If a text description is authorized in place of a symbol, check that it preserves the intended meaning. The tool does not make that semantic decision. Keep the original information in the appropriate record and document any consequential change in representation.
Check wrapped identifiers without assuming they were shortened
A long component reference can wrap onto another line in the PDF while preserving every character. Verify the complete string and its association with the correct row before declaring it truncated. Look at the beginning, the line break and the final characters. If the wrap makes the row difficult to read, adjust the report layout or the surrounding labels through the supported editor controls. Do not shorten the identifier silently because a narrower column looks cleaner.
Test how the intended recipient will use the identifier. Someone reading a printed report may need a clear visual grouping, while someone searching electronically needs a faithful text string. A line break can affect copied text even when the visual representation is complete, so compare the result of the actual search or copy task when that matters. Keep any permitted alias separate from the full identifier. The asset identity guide addresses the broader mapping relationship rather than this character-level check.
Use visual inspection and text checks together
Open the exported PDF and inspect the important strings at a readable scale. Check that symbols appear as intended rather than empty boxes or visually misleading substitutes. Then search or copy selected strings where the recipient’s workflow relies on that behavior. These checks serve different purposes. A search can reveal a mismatch that is difficult to see, while a visual review can expose a line break or layout relationship that a successful search does not describe.
Neither check alone establishes full document accessibility, technical correctness or a secure release. Keep the proofing claim proportionate to what was actually tested. Record which representative strings were checked and any unresolved issue. If the receiving organization has formal document requirements, follow those requirements separately. A report author should not claim that a PDF meets an accessibility or archival standard simply because its text is selectable and the visible symbols look correct.
Worked example: a symbol check and an identifier wrap
In a fictional report-preparation exercise, the source notes contain the string ±0.1 µm as a supplied reference statement, and a component identifier extends across two lines in the exported table. The preparer checks the sign, unit prefix and final unit character against the source, then verifies the complete component identifier. The example does not describe an actual measurement capability or establish that this reference statement is appropriate to a particular examination. It provides two concrete strings whose faithful representation can be checked.
The identifier is found to be complete despite the line wrap. A decorative character copied into the report title produces an unsupported-character error. The preparer confirms that it is unrelated to the technical record and removes the decoration, then repeats the export and proofing checks. A character in a person’s name would require a different decision: the preparer would obtain an agreed representation rather than silently simplify it. The resulting worksheet records what was checked and why the limited title change did not alter the report’s factual content.
| String or issue | Check | Possible decision | Boundary |
|---|---|---|---|
| Supplied ±0.1 µm reference | Compare all symbols with the source | Retain the verified string | Representation check does not validate the reference |
| Wrapped component identifier | Check every character and row association | Retain complete identifier with readable wrapping | Do not silently shorten identity |
| Unsupported decorative title character | Confirm it carries no record meaning | Remove decoration and re-export | Do not generalize to technical symbols |
| Unsupported character in a name | Obtain an agreed representation | Use the authorized alternative or delivery route | No invented spelling |
Use a small test set when the reporting workflow changes
Maintain a short synthetic set of representative names, identifiers and technical strings for the report format. Include characters that actually occur in the intended work, rather than an arbitrary collection of symbols. State the expected representation for each entry and check it after a workflow change, such as a new source template or another preparation application. A compact repeatable test is easier to maintain than relying on a person to remember which character caused trouble in a previous delivery.
Do not treat a passed test set as a guarantee for all future content. Review new character types or source conventions when they appear. The test set helps identify recurring problems early; the actual report still needs its appropriate review. Keep synthetic examples clearly separated from real examination data so they cannot be mistaken for findings. The digital reporting workspace can be used to prepare a draft for such checks without assigning the examples any technical authority.
Record the scope of the proofing review
Document the report version and the strings or fields checked, along with any correction and its source. A simple worksheet is usually more useful than an unexplained proofread checkbox. Identify whether the review covered character fidelity, visual layout, search behavior or all three. If another person reviews technical interpretation, keep that responsibility distinct. The person checking glyphs is not automatically approving the examination result, qualification evidence or governing acceptance basis.
Retain unresolved issues and the next action owner. A required unsupported character may prevent the current export from meeting the intended delivery need. Do not hide that limitation by deleting information from the report. Obtain the appropriate source agreement or choose another authorized document process. The proofing record should make the decision understandable to the recipient or reviewer who needs it, while avoiding unnecessary duplication of personal information or confidential source material.
Handle an error found after distribution through document control
If a delivered PDF contains a changed identifier, unit or name, assess which recipients and decisions may be affected. Some typography changes are administrative; others alter technical meaning or traceability. Use the applicable amendment process and preserve the earlier record rather than quietly replacing the file. The report amendment guide helps organize that separate task. The proofing worksheet provides the source comparison needed to explain what changed.
Close the review when the important strings match their supported sources, their presentation is understandable and any agreed alternative is documented. This produces a useful record of what was actually verified. It does not claim that the software supports every script or that a readable PDF establishes technical approval. The purpose is narrower and practical: help the next reader interpret the same identifiers, names and technical statements that the source record intended to communicate.
NDT PDF character and symbol proofing
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
Does the PDF exporter support every language and symbol?
No. It uses bundled fonts and reports unsupported characters instead of silently dropping them. Review any required alternative representation with the source owner.
Can I remove accents from a name to make export easier?
Do not invent a preferred spelling. Obtain an agreed representation when the original cannot be delivered through the chosen format.
Does a wrapped identifier mean characters were lost?
Not necessarily. Compare the complete identifier with its source and check its row association and the recipient’s search or copy workflow.
Does symbol proofing count as technical approval?
No. It checks representation. Technical interpretation, qualification and acceptance remain separate responsibilities.
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: report data integrity
- Distinguish Blank, Zero and Not Examined in NDT Reports
An empty result cell does not explain what happened. Give unresolved, unavailable and unexamined items a clear state while preserving their identity and the responsible next action.
- Keep Leading Zeros in NDT Component Identifiers
An identifier is a reference to an item, not a quantity to calculate. Preserve its agreed characters and verify every transformation before using it to attach an inspection result.
- Reconcile Results Across NDT Inspection Worksheets
The same component can appear on several worksheets for good reasons. Reconcile event identity and source evidence before deciding whether rows are duplicates, follow-up examinations or unresolved contradictions.
- Reconcile Excel Dates Before Issuing an NDT Report
An imported value can be preserved exactly and still need interpretation. Reconcile the source date, its meaning and the event it describes before entering it in a client report.
