| 1 | Define the operating conditions | Confirm the fluid, operating temperature, minimum and maximum pressure, flow range, and whether the service is corrosive, abrasive, or sanitary. | Written process specifications and the supplier’s technical data sheet. | Provide actual operating conditions, not only nominal line size and pressure class, before requesting a quotation. |
| 2 | Select the appropriate check-valve type | Compare suitable designs, such as swing, lift, dual-plate, or axial-flow check valves. Opening behavior, installation orientation, pressure loss, and closing characteristics vary by design. | Product drawings, installation instructions, and published flow or pressure-loss data where available. | Ask the supplier to confirm the proposed design is suitable for the system layout and flow conditions. |
| 3 | Match materials to the service | Check the pressure-containing body, trim, disc, spring, seat, and gasket materials against the fluid, temperature, and corrosion requirements. | Bill of materials and material test certificates; EN 10204 Type 3.1 certificates may be specified for relevant metallic components. | State material requirements in the purchase order and clarify which components need traceable certificates. |
| 4 | Confirm size, end connections, and pressure rating | Verify nominal size, flange or threaded connection details, applicable dimensional standard, pressure class, and mating-pipe compatibility. | Dimensioned general arrangement drawing and connection-standard details. | Check dimensions and rating against the project piping specifications; do not rely on size labels alone. |
| 5 | Check the supplier’s quality controls | Review whether the supplier has documented inspection procedures, traceability controls, nonconformance handling, and appropriate quality-management processes. | Quality-system certificate, inspection plan, sample inspection records, or audit information, as applicable. | Verify certificate scope and validity, and assess controls relevant to the valve order rather than relying on a certificate alone. |
| 6 | Agree on pressure-test requirements | Specify the required test standard, test stages, acceptance criteria, test medium, and any project-specific requirements. ISO 5208, API 598, and EN 12266-1 are examples of industrial-valve testing standards; applicability depends on the valve and contract. | Agreed inspection and test plan and completed pressure-test report identifying the valve and test results. | Name the required standard and acceptance criteria in the purchase documents before production or testing begins. |
| 7 | Request inspection and traceability records | Check that identification on the valve can be linked to its order, material records, inspection results, and final test documentation. | Nameplate or marking details, serial or batch identification, inspection reports, and material records where required. | Define required marking and record-retention details, especially for safety-critical or regulated applications. |
| 8 | Review drawings and product documentation | Confirm that the drawing, materials, dimensions, flow direction, installation position, and operating limits match the approved specification. | Approved drawings, product data sheet, installation and maintenance instructions, and certificate list. | Resolve deviations in writing before approving the order or manufacturing release. |
| 9 | Assess suitability for the installation environment | Consider orientation, vibration, water hammer risk, ambient conditions, access for maintenance, and any applicable emissions or industry requirements. | Application review, installation guidance, and relevant project or regulatory compliance documents. | Share the piping layout and service context with the supplier, and obtain written confirmation of any assumptions. |
| 10 | Clarify delivery, packaging, and after-sales support | Confirm lead time, export packaging, preservation, shipping documents, warranty terms, spare-parts availability, and the process for handling defects. | Order confirmation, packing requirements, shipping-document checklist, warranty terms, and support contact details. | Include documentation and packaging requirements in the purchase order and inspect delivered items against the approved records. |