| 1. Specify the material by grade and application | Confirm the exact steel or alloy grade, product form, and required properties for the component’s service conditions. Consider wear, corrosion, temperature, and toughness requirements. | Purchase specification, drawing, material designation, and supplier material certificate. Tool-steel grades may be specified using a recognized standard such as ASTM A681 where applicable. | Check that the grade and condition on the certificate match the purchase order and drawing. Do not treat different standards’ grade designations as equivalent without a documented technical comparison. |
| 2. Check material quality and condition | Review the stated chemical composition and, where relevant, mechanical or physical properties. Confirm whether the supplied material is annealed, pre-hardened, or otherwise heat treated as specified. | Material test certificate or inspection certificate identifying the material grade, heat or batch number, and reported test results. | Compare reported results with the applicable material specification and purchase requirements. Request additional testing only when required by the drawing, specification, or risk assessment. |
| 3. Require traceability through processing | Ensure material identity is maintained from incoming stock through machining, heat treatment, inspection, and shipment. | Heat or lot number on the certificate, linked to the supplier’s traveler, work order, inspection record, and component identification where practical. | Select a shipment item and follow its identification back to the material certificate and production records. Resolve any broken or ambiguous traceability links before acceptance. |
| 4. Verify heat-treatment records | Confirm that the specified heat-treatment process and final hardness are appropriate for the component and match the drawing or purchase specification. | Heat-treatment report showing the component or batch reference, process details, and hardness results; calibration records for measuring equipment when required. | Check hardness against the specified range and verify that the test location and method are suitable. Do not impose a generic hardness range when the component drawing does not specify one. |
| 5. Review dimensional and geometric inspection | Focus on critical dimensions, fits, datums, positional relationships, and geometric tolerances. Confirm that the supplier is using the current drawing revision. | Inspection report with measured values, drawing revision, measurement method, and identification of the inspected batch or part. | Compare actual results with the tolerances stated on the drawing. Apply general tolerances only where the drawing or specification explicitly invokes them. |
| 6. Confirm surface and functional requirements | Verify specified surface finish, coating or treatment, edge condition, and functional features such as guide, locating, or sealing surfaces. | Surface-finish readings or inspection records where specified; process documentation for coatings or treatments; visual and dimensional inspection results. | Check finish values and treatment requirements against the drawing. Inspect critical mating features for damage, burrs, or contamination using the agreed inspection method. |
| 7. Validate certifications and supplier controls | Check whether quality-system certification and test-laboratory accreditation are relevant to the order, and verify their scope and validity rather than relying on a certificate logo alone. | Current quality-management-system certificate, such as ISO 9001:2015 where contractually required; test reports from a laboratory accredited to ISO/IEC 17025 for the relevant tests, when required. | Confirm the certificate is valid, covers the applicable site and activities, and meets the purchase requirements. Certification does not replace product-specific inspection or material evidence. |