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Job 01 · Quality desk

// Commercial heat treaters · Certificate packages

The certificate package for a heat treated job, built from your records for your quality manager to sign.

A job comes off the line, and someone pulls the order, the furnace load record and the hardness and case depth sheets, then works out what this customer needs the cert to say. In a free AI proof of concept, AI builds that package again for jobs already out the door, on copies of 20 to 30 of them, and names every item the order called for that your records don't show. Your reviewer, whoever on your quality staff knows your customers' paperwork best, scores each draft against the certificate your shop actually issued.

Book a proof-of-concept call30 minutes with Rob
Shipped jobs
20 to 30
Hardness readings judged by the AI
None
Certificates signed by the AI
None

// The one job

From load records and test sheets to a package your quality manager can check

The proof that a job ran correctly is spread across the building. The order and the print say what was wanted. The load record shows the furnace, the cycle and the load it rode in. The floor or lab sheets hold the hardness and case depth. Somebody reads all of that together and types the certificate, and what has to be on it changes from one customer to the next.

For the test, AI reads copies of those records and drafts the package in your own layout: customer part and lot, material and process as the order named them, a reference to the furnace load and cycle record, hardness and case depth as recorded, the customer's stated requirement beside each, and a list of what is missing. Each result is carried over exactly as written, with no pass or fail beside it, and that call belongs to your quality manager.

Shop recordsCopies only
Customer order
Furnace load record
Hardness sheet
Case depth sheet
RecordLoad or lotDate
Invented records, no customer's parts
Assembled, not judged
for your quality manager
Certificate packageFor review and signature
Part and lot
Process and spec
Load reference
Missing items
RequiredAs recordedSource
Made-up package, for illustration

// What makes it hard

What a heat treat cert has to connect

The requirement can start far from your front door. California's Division of the State Architect treats heat treatment and galvanizing as secondary processing of anchor bolts on the projects it oversees. Its IR 17-11 has the supplier's shipment paperwork carry a heat treat certification where strength comes from heat treatment, along with hardness, tensile and proof load results, the mill's heat number and the title and signature of the responsible person. Bolts that can't be identified by marking or traced to that paperwork get sampled and tested, or pulled off the site. A shop heat treating for that bolt maker may never read the rule, so the draft keeps each customer's stated requirement beside each item.

A lot number has to connect three things. One automotive supplier's posted heat treat specification wants heat treat lot identification tied to incoming material lots, unique process parameters and finished product evaluation, and it bars mixing mill heats that need different cycles. It has the checker initial and date the face of a recording chart, and has loading rate or cycle time logged with the time, date and checker's initials. So the draft doesn't stop at a load number. It shows which load record the job points to and where the chain from the customer's lot to the test sheet breaks.

A Rockwell number comes with conditions. ASTM E18, the Rockwell test method for metallic materials, covers regular and superficial scales. Its current public listing names annexes on minimum test piece thickness and on corrections for convex cylindrical surfaces, sends portable machines that can only be verified indirectly to E110, and cautions that a test at one spot may not represent the whole part. The automotive specification above has the scale follow the print, allows another only with its metallurgist's approval, and has testers checked at least daily against a standard block. The draft carries the scale, location and method your sheet records and lists any the order named that the sheet left blank.

One number can't speak for the whole part. A 2015 Gear Technology feature, built on questions industry experts suggested buyers ask, says most shops certify with hardness information, that hardness does not guarantee microstructure, and that microstructure or tensile work may need an outside accredited lab. A Federal Highway Administration report that same year, on anchor rods removed from the San Francisco-Oakland Bay Bridge, found properties that varied between surface and core, attributed that to improper heat treatment, and said the results could be judged nonconforming depending on how the ASTM standards are read. Case depth has habits of its own: the same automotive specification reads depth to the center of the indent and wants induction patterns checked in both transverse and longitudinal sections. The package shows what was tested and how. It doesn't decide what the tests prove.

A signed cert is a record someone will ask for. A 2020 Thermal Processing column on reviewing heat treat certifications says what the buyer feels it is paying for is a certification reflecting conforming work. It wants the person checking to hold a documented training record, the review marked by a dated stamp, written date, electronic signature or PDF stamp, and the record retrievable for a purchaser or auditor. One automotive supplier asks that safety and function records be kept for the life of the product, spare parts included, plus 15 years, and the specification above expects a recall procedure when a tester turns out to be out of calibration or a check was missed. Your reviewer, usually the quality manager, checks that the right load and lot were found, every missing item is real and no reading was called good or bad. This page summarizes public documents and is not legal or engineering advice.

// What you send

Jobs your quality desk already closed

Copies only
Commercial work only
01

20 to 30 shipped jobs

Each certificate as it left, with the customer's order and print. Include a job that was held for a missing record, and one from a customer who asks for more than your standard cert.

02

The records behind them

Furnace load sheets or cycle printouts, hardness and case depth sheets, test piece records and any outside lab reports, as PDFs, scans or photos of a logbook.

03

What each customer wants on the cert

Standing instructions, supplier manuals or specification excerpts for the customers in the sample, where your agreement with them allows sharing.

04

Your certificate layouts

The forms you issue today, by customer where they differ, with the statement wording your quality staff use.

05

An NDA first, and nothing live

Signed before a page moves. Nobody logs in to your shop system or furnace controls, and no live certificate or order is opened. If records can't leave the building, we make look-alike jobs with you that carry the same record types and gaps.

// Before it starts

Written down before any record moves

The owner and whoever signs your certs put these on paper first.

Certificate test termsOwner decides
Your reviewer
The owner's pick, most often the quality manager who signs
Customer rules
Which order, print or specification sets each job's list
Success criteria
In writing: right load and lot found, results carried unchanged, gaps real
Who signs
Your quality manager, in the test and after a yes
Price
A range for running it live, given before any record is copied

// How it's scored

Each certificate you issued, beside the draft

Job by job
Marked by your quality staff
On the same 20 to 30 shipped jobsThe certificate you issuedThe draft package
Customer part, lot and order numberFilled in from your jobsFilled in from your jobs
Material and process as the order named themFilled in from your jobsFilled in from your jobs
Specification and revision citedFilled in from your jobsFilled in from your jobs
Furnace load and cycle record referenceFilled in from your jobsFilled in from your jobs
Hardness and case depth carried as recorded, with scale and locationFilled in from your jobsFilled in from your jobs
Customer's stated requirement beside each resultFilled in from your jobsFilled in from your jobs
Missing items listed, and none inventedFilled in from your jobsFilled in from your jobs
No reading marked good or badFilled in from your jobsFilled in from your jobs
Time from records in hand to a package ready to checkFilled in from your jobsFilled in from your jobs
Nothing marked yet. These cells wait for your own shipped jobs to go through the test.What your reviewer marks is what counts.

// After a yes

About 30 days on jobs leaving your dock

Once your reviewer says yes, drafting moves to live jobs for about 30 days, early enough that a missing test sheet can still be found before the truck leaves.

No package goes out until your quality manager has corrected it, read every result and signed. The comparison keeps running through that month, and a second job would be priced and decided on its own.

// Possible next jobs

What could follow the certificate

Ideas, not commitments
Priced one at a time
  1. 01

    Purchase order requirement reviews

    The PO, print and customer spec read at the front of the job, so the contract review and the certificate start from one reading of the order.

    Next
  2. 02

    CQI-9 assessment evidence files

    Records gathered by section for your annual self-assessment, with gaps named and the scoring left to your assessor.

    Then
  3. 03

    Customer complaint replies

    A returned job's certificate, load record and test sheets laid side by side for whoever answers the customer.

    After that

// One hard limit

It never judges a hardness reading and never signs a certificate.

The proof of concept works on copies alone. It never touches your shop system, a furnace control, a live certificate or a live order, never sets a recipe and never accepts a job. It draws no conclusion from a hardness or case depth result. A qualified person accepts every job, your quality manager signs every certificate, and defense and aerospace work stays out of the sample.

Priced per job. You get a range before the proof of concept and a fixed price before you sign.

The range depends on how many certificates go out each month and how many customers set their own requirements for them.

// Questions

Questions from the quality desk at a heat treater

Will the AI decide whether a hardness reading is in range?
No. The draft puts each reading next to what the customer asked for and stops there. Whether it meets the requirement is your quality manager's decision, and nothing on the draft says pass or fail.
Some customers want the furnace chart attached. Can the package include it?
If that customer's paperwork asks for a chart and your records hold one, the draft points to it by load and date. If your records don't, the chart goes on the missing list. It doesn't read the chart's curve or say what it means.
An outside lab runs some of our tests. Can those reports go in the sample?
Yes. Send them as you received them, and each result on the draft names the report it came from. A customer requirement with no report behind it is listed for your reviewer.
Does this replace our quality system or our CQI-9 assessment?
No. It drafts one document from records your system already keeps. Your procedures, your annual assessment and the person who signs stay exactly where they are.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Start from one month of certificates already issued.

A 30-minute call with Rob about your furnaces, your customers, your role and roughly how many jobs ship with a certificate each month. Load records, test sheets and certs wait until the NDA is signed.

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