citrus-cms/resources/views/guide/test-packets.md

Test Packets User Guide

What are Test Packets?

Test Packets organize your inspection and testing activities into manageable groups. Think of them as folders that contain all the welds, inspections, and documentation for a specific area or system of your project.

Getting Started

To access Test Packets:

1. Login to the system
2. Click on Test Packets in the main menu
3. View existing packets or create new ones

Understanding Test Packets

What's in a Test Packet?

Each packet typically contains:

• Welded joints ready for inspection
• NDT requirements (RT, UT, PT, MT, etc.)
• Pressure test information
• Documentation requirements
• Sign-off tracking

Packet Organization

Packets are usually organized by:

• System numbers (cooling water, steam, etc.)
• Work areas (Unit 1, Battery A, etc.)
• Construction phases (Phase 1, Phase 2, etc.)
• Test pressure levels (same pressure = same packet)

Creating a New Test Packet

Basic Setup

1. Click "Create New Packet"
2. Fill in essential information:
   • Packet Number: Unique identifier (often auto-generated)
   • System/Area: Which part of the plant
   • Test Pressure: Required test pressure
   • Target Date: When testing should be completed

Adding Welds to Packet

Manual Addition:

1. Click "Add Welds" in the packet
2. Search for welds by:
   • ISO number
   • Line number
   • Joint number
   • Date range
3. Select welds and click "Add to Packet"

Bulk Addition:

1. Use "Import from Weldmap" feature
2. Set criteria (area, date range, etc.)
3. System automatically adds matching welds
4. Review and confirm selections

Managing Packet Contents

Viewing Packet Details

• Weld List: All joints included in packet
• NDT Summary: Required inspections by type
• Progress Tracking: Completed vs remaining work
• Status Overview: Overall packet completion

NDT Planning

The system automatically calculates:

• RT Requirements: Based on code requirements
• UT Needs: Ultrasonic testing assignments
• Surface Testing: PT/MT requirements
• PMI Checks: Material verification needs

Progress Tracking

Monitor completion by:

• Individual weld status (complete/pending)
• NDT type completion (RT 85%, UT 60%, etc.)
• Overall packet progress (ready for pressure test?)
• Documentation status (certificates received?)

NDT Coordination

Requesting Inspections

1. Select NDT type needed (RT, UT, PT, MT)
2. Choose inspection company from approved list
3. Set priority level (normal, urgent, hold)
4. Add special instructions if needed
5. Submit request to NDT coordinator

Tracking NDT Results

When results come back:

1. Update test results in the system
2. Upload reports (PDF format)
3. Mark accept/reject status
4. Add repair recommendations if needed

Managing Repairs

For rejected welds:

1. Create repair work order
2. Assign to welding crew
3. Track repair completion
4. Schedule re-inspection
5. Update packet status

Pressure Testing

Pre-Test Requirements

Before pressure testing, verify:

• ✅ All welds completed and accepted
• ✅ NDT requirements satisfied
• ✅ Temporary supports installed
• ✅ Safety permits obtained
• ✅ Test equipment ready

Test Execution

1. Create test record in the packet
2. Record test pressure and duration
3. Document any leaks or issues found
4. Update test status (pass/fail)
5. Upload test certificates

Post-Test Activities

After successful test:

• Remove temporary supports
• **Update packet to "Tested" status
• Prepare handover documentation
• Schedule final inspections

Documentation Management

Required Documents

Each packet needs:

• Weld maps with joint locations
• NDT reports for all inspections
• Material certificates for all components
• Pressure test certificates
• As-built drawings if changes made

Document Upload

1. Click "Documents" tab in packet
2. Select document type from dropdown
3. Upload files (PDF preferred)
4. Add descriptions and dates
5. Mark as approved when reviewed

Document Review

Track document status:

• Submitted: Uploaded but not reviewed
• Under Review: Being checked by QC
• Approved: Accepted for handover
• Rejected: Needs corrections

Handover Process

Preparing for Handover

1. Complete all testing requirements
2. Gather all documentation
3. Verify no open NCRs (Non-Conformance Reports)
4. Get QC final approval
5. Prepare handover package

Handover Documentation

Package should include:

• Test packet summary
• Complete weld list with acceptance
• All NDT reports
• Pressure test certificates
• Material traceability
• As-built drawings

System Handover

Final steps:

1. Mark packet as "Ready for Handover"
2. Get client approval (if required)
3. Transfer to operations team
4. Update system status to "Handed Over"
5. Archive documentation

Common Tasks

Daily Packet Review

1. Check progress on active packets
2. Review NDT results received
3. Update completion status
4. Plan next day's activities
5. Coordinate with inspection teams

Weekly Planning

1. Review upcoming deadlines
2. Plan NDT scheduling for next week
3. Check resource availability
4. Update progress reports
5. Coordinate with other departments

Monthly Reporting

1. Generate completion reports
2. Analyze productivity trends
3. Review quality metrics
4. Plan resource adjustments
5. Update project schedules

Working with Teams

NDT Coordinators

• Submit requests early for better scheduling
• Provide clear access requirements
• Communicate urgency levels clearly
• Follow up on pending results

Construction Teams

• Coordinate completion schedules
• Communicate test requirements early
• Plan access for inspections
• Report completion promptly

QC Department

• Review documentation thoroughly
• Escalate issues quickly
• Maintain standards consistently
• Support resolution efforts

Troubleshooting

Common Issues

Packet won't close:

• Check for incomplete NDT
• Verify all documentation uploaded
• Look for open NCRs
• Confirm all approvals received

Can't add welds to packet:

• Check weld completion status
• Verify no conflicts with other packets
• Ensure weld meets packet criteria
• Contact admin if system error

Missing NDT reports:

• Check with inspection company
• Verify report upload location
• Look in other related packets
• Contact NDT coordinator

Quick Solutions

• Use search function to find missing items
• Check filter settings if data missing
• Refresh page for latest updates
• Contact supervisor for process issues

Best Practices

Planning

• ✅ Start packets early in construction phase
• ✅ Group logically by system/area
• ✅ Plan NDT scheduling in advance
• ✅ Coordinate with all stakeholders

Execution

• ✅ Update status promptly
• ✅ Upload documents immediately
• ✅ Communicate issues quickly
• ✅ Follow established procedures

Quality

• ✅ Review all documentation thoroughly
• ✅ Maintain complete traceability
• ✅ Follow approval processes
• ✅ Keep detailed records

Getting Help

For Process Questions:

• Review project procedures
• Consult QC supervisor
• Check industry standards
• Ask experienced team members

For System Issues:

• Try refresh/restart first
• Note specific error messages
• Contact IT support
• Provide packet numbers for reference

Remember: Test Packets are your roadmap to successful system completion. Good organization here makes handover smooth and trouble-free!