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// Tank and pressure vessel fabricators · Data report packages

The turnover book for a finished vessel, assembled from your shop records and marked where a record is missing.

When a vessel is ready to ship, someone in quality walks the plate and nozzle list, finds the mill report for each heat, pulls the welding references and the examination and hydrostatic records, and builds the book the customer asked for. In a free AI proof of concept, AI builds that book again from copies of 20 to 30 shipped vessels. Every line points to the record behind it, and every item with no record is listed. Your reviewer, the person who knows these books best, compares each draft with the book that went out.

Book a proof-of-concept call30 minutes with Rob
Shipped vessels
20 to 30
Data reports signed
None
Code decisions made
None

// The one job

From scattered shop records to one book your quality manager can review

A tank or vessel job leaves records in several places: mill reports from purchasing, a heat log or traveler from the floor, weld maps and welder lists, examination reports from your own technicians or an outside lab, a hydrostatic test record, and partial reports for heads or other parts built elsewhere. Someone ties them together against the plate and nozzle list, sets them in the order the customer's document list asks for, and chases whatever is missing before the report goes to the inspector for signature.

In the test, AI reads copies of those records for vessels you already shipped and assembles a draft book: each plate and nozzle line with its heat number and the report that covers it, the welding procedure and welder references for each seam, examination and test records, and a list of items with no record. Nothing is signed, stamped or registered, and no record is altered.

Shop recordsMill reports, travelers, logs
Heat log
Weld map
Exam reports
Hydro record
PartHeat no.Report
Invented records, no shop's data
Matched by heat
and by seam
Draft turnover bookFor your quality manager
Plate and nozzle list
Welding references
Test records
No record found
ItemRecordStatus
Invented book, for illustration

// The hard parts

Why the data report is the last page of the book, not the book

The report itself never names a heat. Form U-1A, ASME's alternative report for single-chamber vessels built completely in the shop or the field, has lines for material specification number and grade, nominal thickness, corrosion allowance, seams with radiography and joint efficiency, heads, test pressure and a table of nozzles. It has no column for heat numbers, so traceability lives in your own records. NB-57, the National Board and ASME guide used for certification reviews, lists what a Section VIII, Division 1 manufacturer keeps for at least three years: partial data reports, drawings and calculations, material test reports, welding procedures and qualification records for each welder on the vessel, radiographic and ultrasonic reports, repairs, heat treatment records, nonconformance dispositions and hydrostatic test records. That list reads close to a table of contents for the book.

Picking the right form is part of the work. ASME's forms page separates U-1 from U-1A, U-2 and U-2A for partial reports, U-3 for the certificate of compliance, U-4 and U-5 for supplementary sheets, and A-1 for Division 2. Under NB-264, a U-3 takes a Certified Individual's signature where other reports take a commissioned inspector's. NB-11 has every partial report listed on the primary report, even one that references another partial, and attached by the maker of the finished item. The draft lists the forms this vessel should have and which ones the file holds.

The National Board reads the paperwork too. Under NB-264, Revision 19 of May 2025, registration numbers run in sequence with none bypassed or duplicated, a log ties each number to its issue date, the inspection agency's acceptance date and the serial number, and forms go in no more than 30 days after certification, with a clerical review of selected documents for completeness and legibility. NB-11 adds the small traps: materials written as SA, SB or Code Case rather than A or ASTM, impact testing or the exemption claimed noted in the remarks on a U-1A, at least 8-point type for entered data, and no handwritten additions on a typed form unless both signers initial and date them. The draft flags any of those it can see, and fixing them stays with your quality manager.

States and public owners add their own lines. Oregon's OAR 918-225-0450 has the report filed with the National Board for a new ASME or CSA vessel subject to installation inspection there. Nevada's NAC 512.575 bars installing a new boiler or pressure vessel unless it is registered with the National Board, and the contractor's notice of installation must include the data report. Washington's WAC 296-104-021 also calls for registration. A water tank for New York State can bring the Office of General Services' list: radiographic films cross-referenced to shell plate diagrams at closeout, welders qualified under Section IX within the previous 12 months, and a hydrostatic test made by filling to the overflow. We summarize these for context; none of it is legal or engineering advice, and who files what is for your people to settle.

Shop records come in house formats. ASME titles QW-482, QW-483 and QW-484A suggested formats for welding procedure specifications, procedure qualification records and welder performance qualifications, so no two shops' files look alike. NB-57 asks how production welds are tied to the welder, by stamps or weld maps, whether the welder's log keeps the six-month continuity requirement, and whether controls stop a data report being signed with open nonconformities. So the draft names the record each seam relies on and lists any open disposition it finds. Your reviewer, usually the quality manager, checks that each heat sits on the right line, that partial reports were accounted for, and that nothing was shown as complete when its record was absent.

// What you send

Books and records from vessels already shipped

Copies only
Shipped jobs only
01

20 to 30 shipped vessels or tanks

The book as it went out for each job, with the customer's document list and any comments that came back. Include one with partial reports from another shop and one that needed a corrected report.

02

Material and traveler records

Mill reports, heat logs, plate and nozzle lists, travelers, and any cutting records showing where a heat was divided and its number transferred.

03

Welding, examination and test records

Weld maps, welding procedures and qualification records, welder lists and continuity logs, radiographic and other examination reports, heat treatment charts and hydrostatic test records.

04

Copies only, once the NDA is signed

Signed before any record leaves the plant. Nobody signs in to your quality system, your ERP or the National Board's reporting system, and no live data report is opened. Where records can't leave, we build look-alikes with you.

// Before it starts

Put in writing before a single record moves

The certificate holder's name is on every report, so the owner pins these down first.

Data report test termsOwner signs off
Your reviewer
Named by the owner, usually the quality manager
Code decisions
Your quality staff and the authorized inspector, always
Book contents
Your own index, by customer and by code
Success criteria
Written first: heats matched, records found, gaps listed
Sample
Picked by your reviewer, with a partial report and a corrected one
Price
A range for the live job, before any copy is made

// How it's judged

The book that shipped, beside each draft

Vessel by vessel
line by line
Across the same 20 to 30 vesselsThe book that shippedThe AI draft
Each plate and nozzle line tied to its heat numberFilled in on your vesselsFilled in on your vessels
The right material test report found for that heatFilled in on your vesselsFilled in on your vessels
Partial reports listed for parts built elsewhereFilled in on your vesselsFilled in on your vessels
Welding procedure and welder references shown for each seamFilled in on your vesselsFilled in on your vessels
Examination and hydrostatic test records placed and tied to the vesselFilled in on your vesselsFilled in on your vessels
Code edition and Code Case numbers consistent across the bookFilled in on your vesselsFilled in on your vessels
Items with no record listed, with what was looked forFilled in on your vesselsFilled in on your vessels
Nothing marked as meeting a code; every judgment left to a personFilled in on your vesselsFilled in on your vessels
Empty for now. A box gets a mark only after books from your own shipped vessels have been compared.Your quality manager marks every row, and that call stands.

// After a yes

About 30 days on vessels nearing shipment

With your reviewer's yes, each vessel coming up to final inspection gets a draft book for about 30 days, early enough to chase what is missing.

Your quality manager reviews every draft, and the authorized inspector reviews what the code puts in front of them. Nothing reaches a customer or the National Board on a draft alone. A further job carries its own price, and monthly support comes after that.

// Possible next jobs

Where the quality desk could go after the book

Ideas to weigh
One live before the next
  1. 01

    RFQ specification sheets

    A customer's package read onto one draft sheet, with open items listed for your estimator.

    Next
  2. 02

    Welder continuity logs

    Each welder's procedures and last weld dates drawn from shop records, for your welding supervisor to confirm.

    Then
  3. 03

    Repair and alteration records

    Field notes and material records laid out against the report's fields, for shops holding the R certificate.

    After that

// One hard limit

It never signs, stamps or decides that a vessel meets a code.

The draft matches records and lists gaps. It never performs a design calculation, certifies a data report, applies a stamp or a National Board number, changes a record, or decides that a material, weld, test or vessel meets a code. It never opens your estimating, quality or ERP system, a live quote or a live data report. The certificate holder's quality staff and the authorized inspector make every code decision. Defense and aerospace jobs stay out of the test.

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

What sets the range: tanks or vessels shipped each month, pages in a typical book, and how your heat and welding records are kept.

// Questions

Questions from the quality manager

Will it sign the Manufacturer's Data Report or apply the National Board number?
No. It signs nothing, stamps nothing and registers nothing. Your company's representative and the authorized inspector do that work exactly as they do today.
Plate gets cut and the heat number transferred by hand. Can the draft follow that?
If your cutting records or travelers show the transfer, yes, and the draft says which record it relied on. Where the trail stops, the line goes on the list of items with no record.
A mill report never arrived for one nozzle. What does the draft show?
That nozzle line appears with its heat number, if known, and the words no record found. Nothing is borrowed from a neighboring heat, and your quality manager decides what happens next.
Does this replace our authorized inspector's review?
No. The inspector's review and signature are untouched, and the draft only gathers records for that review. Whether a vessel meets the code is decided by your quality staff and the inspector.
Can it build books for API 650 and UL 142 tanks as well?
Yes, if they are in your mix. An API or UL tank's book holds different records from a Section VIII vessel's, so your reviewer writes down each type's contents in the success criteria.
Do you log in to our quality system or the National Board's Electronic Data Transfer system?
No. Everything in the test comes from copies and exports you send us. No one signs in to either system, and no live data report is opened or changed.
Rob Eason

Rob Eason, founder

// Book a proof of concept call

Bring the book that came back with comments.

Thirty minutes with Rob about your shop, your role, the job to test and how many vessels or tanks ship in a month. Mill reports, weld records and data reports stay at the plant until the NDA is signed.

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