| Quality management system | ISO 9001 | Confirm that the supplier operates a documented quality management system covering the relevant activities, such as design, casting, machining, assembly, testing, or distribution. | - Current ISO 9001 certificate
- Certificate scope
- Certificate validity dates
- Certification-body details and certificate number
| The certificate scope should cover the products or processes relevant to the iron strainer order. ISO 9001 confirms a quality-management system; it does not by itself prove pressure-test performance or material grade. | Required for supplier screening |
| Pressure and leakage testing | API 598 | Check whether the strainer body and closure assembly are tested according to the agreed API 598 requirements, including the applicable shell and closure tests. | - Factory test procedure
- Pressure-test report for the actual batch
- Test medium and temperature
- Test pressure, duration, and test result
- Inspector or quality-release approval
| API 598 test requirements depend on the valve or strainer configuration, nominal size, pressure class, and specified test category. Do not accept a report showing only a generic “passed” statement without pressure and duration data. | Critical for pressure service |
| European pressure-test method | EN 12266-1 | Verify that the supplier uses the specified EN 12266-1 test procedure when the purchase specification requires European valve-testing practice. | - Referenced edition of EN 12266-1
- Applicable test designation
- Test pressure and holding time
- Leakage result and acceptance class
- Batch or serial traceability
| EN 12266-1 defines test procedures and acceptance criteria for industrial valves. API 598 and EN 12266-1 should not be treated as automatically interchangeable; the purchase order should identify the required standard. | Specify one contractual test basis |
| Body material: grey cast iron | EN 1561 | Confirm the exact grey-cast-iron grade, casting designation, and suitability for the service temperature, pressure, fluid, and corrosion environment. | - Material certificate for the actual heat or batch
- Grade designation
- Chemical composition or mechanical-property record, where specified
- Foundry traceability
| “Cast iron” is not a complete material specification. The grade must be stated in the technical documentation and must match the approved drawing and purchase order. | Do not approve unspecified material |
| Body material: ductile iron | EN 1563 | Confirm whether the body is ductile iron and verify the declared grade, manufacturing batch, and heat-treatment or production records when applicable. | - Material certificate
- Grade and casting identification
- Batch or heat number
- Relevant mechanical-test results
| Ductile iron and grey cast iron have different material properties. The selected material should be consistent with the design pressure, operating temperature, fluid, and applicable piping requirements. | Recommended where higher toughness is needed |
| Nominal size and pressure designation | EN ISO 5211 / EN 1092-2 or specified project standard | Match the requested DN size, flange or end connection, face-to-face dimension, and pressure designation such as PN. | - Approved dimensional drawing
- DN and PN designation
- End-connection standard
- Face-to-face dimension
- Inspection measurement report
| A strainer with the correct nominal size may still be unsuitable if the flange drilling, face-to-face length, pressure designation, or installation orientation does not match the piping system. | Check before sample approval |
| Screen or basket specification | Approved product specification | Verify screen material, perforation or mesh size, open area, thickness, support construction, and clean-out arrangement. | - Screen or basket drawing
- Material declaration
- Mesh or perforation measurement record
- Replacement-part identification
| The filtration opening must be stated as a measurable value. “Fine screen” or “standard mesh” is insufficient for purchasing or performance verification. | Define in the purchase order |
| Gasket and sealing materials | Approved service specification | Confirm gasket, O-ring, plug, and coating materials against the fluid, temperature range, pressure, and chemical compatibility requirements. | - Sealing-material declaration
- Temperature range
- Fluid-compatibility statement
- Coating or lining specification
| Sealing materials should be selected for the actual medium and operating temperature. A pressure-test pass does not prove long-term chemical compatibility. | Review for water, steam, oil, and chemicals |
| Visual and dimensional inspection | Approved drawing and inspection plan | Inspect casting quality, machining, flange faces, bolt holes, drain or blow-off connection, screen seating, coating, markings, and overall dimensions. | - Inspection and test plan
- Dimensional inspection report
- Photographs of finished units
- Nonconformance records, if applicable
| No visible cracks, unacceptable leakage paths, damaged sealing surfaces, blocked passages, incomplete coating, or dimensional deviations outside the approved tolerances should be accepted. | Perform before shipment |
| Traceability and batch control | ISO 9001 documented-control principles | Ensure that material certificates, casting batches, machining records, pressure tests, and final inspection records can be linked to the shipped products. | - Heat, melt, lot, or batch number
- Product identification marking
- Certificate-to-product cross-reference
- Packing-list traceability
| Documentation is stronger when the same identification appears on the product, inspection report, material record, and packing list. | Recommended for repeat purchasing |
| Independent pre-shipment inspection | Contract inspection plan | Use a documented inspection plan defining sampling, witness points, hold points, test records, packaging checks, and release authority. | - Signed inspection checklist
- Pressure-test records
- Dimensional and visual reports
- Photographic evidence
- Final release note
| Inspection should verify the actual order rather than rely only on a general certificate or a sample made for quotation purposes. | Recommended for first orders |
| Documentation package | Purchase-order requirements | Define the required documents before production, including drawings, material certificates, test reports, coating records, operation instructions, and spare-part information. | - Approved drawing
- Material certificates
- API 598 or EN 12266-1 test report
- Certificate of conformity
- Installation and maintenance instructions
| The final document package should identify the product configuration, applicable standards, test basis, materials, inspection results, and shipment quantity. | Include as a contractual deliverable |
| Final supplier approval decision | Risk-based purchasing review | Evaluate system certification, technical compliance, test evidence, material traceability, inspection results, and corrective-action capability together. | - Completed supplier questionnaire
- Technical compliance matrix
- Sample evaluation report
- Corrective-action response, if required
| Approve the supplier only when the product specification, material grade, pressure-test basis, dimensions, documentation, and traceability are all consistent with the intended service. | Use before purchase-order release |