Inspection and Test Plan (ITP)
Template (Excel)

An Inspection and Test Plan (ITP) is the activity-by-activity quality control document that lists every inspection, NDE, and test step required during fabrication, assembly, and pre-commissioning of an equipment, piping spool, or package. Each row captures the activity (material receipt, fit-up, welding, NDE, hydrotest, painting, packing), the acceptance criteria reference (code clause or project spec), the responsibility per party (vendor, EPC, client, third party, statutory), the inspection level (Hold, Witness, Review, Monitor), the sampling plan, and the record generated. The ITP is part of the Material Requisition (MR) package and drives all shop and site inspection activity.

Required columns: ITP number and revision, project number, equipment or package description, equipment tags covered, applicable code (ASME Section VIII / API 610 / API 570 / API 650 / TEMA), quality plan reference, activity number, activity description, acceptance criteria reference, reference document (drawing / WPS / NDE procedure), vendor inspection level, EPC inspection level (H / W / R / M), client or third party inspection level, statutory inspection scope (IBR / PESO / CCOE), sampling plan, record generated (MTR / WPQR / NDE report / hydrotest report), verification stage (at source / at works / at site), hold point release authority, NDE method and extent, hydrotest pressure and duration, final documentation. The template covers all required columns.

Pathnovo, an engineering document intelligence platform, generates the ITP from the equipment datasheet, the applicable code, and the project quality plan. For each code (ASME Section VIII Div 1 vessel, API 610 pump, API 650 tank, API 570 piping inspection), Pathnovo applies the code-mandated inspection activities, NDE extents per UW-11 / UCS-56, hydrotest pressure per code (1.3 times MAWP for Section VIII Div 1, 1.43 for Div 2), and inspection responsibilities per the project quality matrix. Statutory scope (IBR, PESO, CCOE) is added per the datasheet flags. See the vendor datasheet compliance workflow.

Hold (H): the activity cannot proceed until the inspector physically witnesses and signs off. Missing the hold point voids the activity and requires re-work. Witness (W): the inspector must be invited with notice (typically 7 working days), the activity proceeds at the scheduled time, the inspector witnesses and signs off, but if the inspector does not attend after notice the activity proceeds anyway. Review (R): no physical witness, but the inspector reviews the record (NDE report, hydrotest chart, MTR) and signs off retrospectively. Monitor (M): the inspector spot-checks at his discretion, no mandatory record. EPC contractors set H / W / R / M per project quality plan and code criticality.

API 570 (Piping Inspection Code) governs in-service inspection, rating, repair, and alteration of process piping in operating refineries and petrochemical plants. It defines piping inspection classes (Class 1, 2, 3 by service severity), inspection intervals (Class 1: max 5 years thickness, 10 years external; Class 2: max 10 years thickness, 5 years external; Class 3: max 10 years), thickness measurement locations (TMLs), corrosion monitoring locations (CMLs), corrosion rate calculation, remaining life calculation, and minimum thickness criteria. The ITP for an API 570 inspection campaign captures the TML grid, NDE method (UT, RT), and the corrosion engineer review. See the API 570 reference.

The quality plan is the project-level or vendor-level quality management document defining the QA system, procedures, qualifications (welder qualification per ASME Section IX, NDE technician qualification per SNT-TC-1A or ISO 9712), quality organisation, and audit programme. The ITP is the equipment-level or package-level activity-by-activity inspection record. One quality plan covers an entire vendor scope or project; one ITP covers one equipment or one piping subsystem. The ITP references the quality plan in the header; the quality plan lists the ITPs it governs. Both are mandatory in the MR package. See the material requisition template.

On Indian projects, the ITP must capture statutory inspection scope: IBR Inspector for boiler-side equipment and steam piping per Indian Boiler Regulations, PESO Inspector for hydrocarbon storage and pressure equipment, CCOE for chlorine and ammonia. Indian PSU EPC contractors (EIL, L&T-S&L, Tata Projects) add additional client inspection rows beyond standard EPC inspection. Pathnovo auto-applies the statutory inspection rows per the equipment datasheet IBR and PESO flags, eliminating the manual matrix mapping the project quality engineer does today. See the IBR compliance workflow and the PESO compliance workflow.