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Heat-number and MTC traceability: what inspectors ask for and how to answer in minutes

6 min readThird Octopus Team
Heat-number and MTC traceability: what inspectors ask for and how to answer in minutes

If you fabricate heat exchangers, pressure vessels, reactors or columns, you already know the question that stops a dispatch: "Show me the MTC for this nozzle." The answer has to link a specific piece of material, through a specific job, to a specific mill test certificate. Doing that from a filing cabinet takes hours. Doing it from a spreadsheet takes a brave person.

The chain that has to hold

Material traceability in engineer-to-order fabrication is a chain with four links:

  • The heat number: the identifier the mill stamps on a batch of steel, tied to its chemical and mechanical test results.
  • The mill test certificate (MTC): the document that carries those results, usually to EN 10204 type 3.1 (validated by the mill) or 3.2 (validated by an independent inspector as well).
  • The material issue: the moment a piece of that heat is drawn from stores for a particular job.
  • The job record: drawings, weld map and inspection plan that say where that piece ended up.

Break any link and the certificate no longer proves anything about the equipment in front of the inspector.

Where the chain usually breaks

In most shops the break is between the second and third link. Certificates are filed by supplier and date; issues are recorded by job number; nothing joins the two except a handwritten note on a cutting plan. When an offcut from one job is used on another, the note is rarely updated.

How OctoForge keeps it unbroken

OctoForge treats the heat number as the unit of stock. Goods receipts create heat-number lots and attach the MTC at receipt. A material issue is always from a lot to a job, so the job knows its heats and the heat knows its jobs. The per-joint weld log then records which heat sits on either side of every weld, together with the welder's qualification and the NDT result.

When the inspector asks, the answer is a query, not a search: this nozzle, this joint, these two heats, these two certificates, this NDT report, this welder's qualification record.

ITPs, hold points and NCRs belong in the same record

Traceability is only half of what a third-party inspector wants. The inspection and test plan lists hold and witness points that the inspector must attend, and any non-conformance has to be recorded, dispositioned and closed. OctoForge's Quality module holds the ITP register with TPI hold and witness points, the NCR register and the weld log side by side with the traceability data, so the dossier for a job assembles itself from records the shop was creating anyway.

The goal is not a nicer filing system. It is that the dispatch documents are a by-product of production, not a separate project after it.

What to look for in any system

Whether you use OctoForge or something else, insist on three things: stock held by heat number rather than by material grade alone, MTCs attached at goods receipt rather than at dispatch, and a weld log that references heats. Everything else is reporting.

TO
Third Octopus TeamThird Octopus
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