# Steel inclusion report review checklist

JOTAIN Materials · Technical Resources · 22 September 2026

Use with the product specification and the agreed laboratory method. Enter the actual acceptance requirements before using the checklist to review a delivery.

## Material and traceability

- [ ] Product, grade, section size and delivery condition recorded.
- [ ] Heat number, delivery lot, bar identity and specimen identity connected.
- [ ] Manufacturing route and relevant hot-working information recorded.
- [ ] Sample quantity and selection rule match the agreed inspection plan.

Product / grade: ______________________________

Heat / delivery lot: ___________________________

Bar / specimen IDs: ___________________________

## Sampling and method

- [ ] Position along the bar and radial location recorded.
- [ ] Section orientation relative to hot working recorded.
- [ ] Standard, edition and selected method stated explicitly.
- [ ] Preparation condition, calibration and examined area reported.
- [ ] Detection threshold, size definition and counting rules stated where relevant.
- [ ] The surface was checked for pull-outs, contamination and other preparation artefacts.

Standard / edition / method: ___________________

Location / orientation: ________________________

Examined area / calibration: ___________________

## Results and acceptance

- [ ] Required categories and thickness groups reported separately.
- [ ] Average, worst-field or other reporting basis identified.
- [ ] Micrographs have scale bars and specimen or field identifiers.
- [ ] Unusual or oversized inclusions and clusters recorded separately.
- [ ] Chemistry supported by a located EDS spectrum or map when identification is required.
- [ ] Each result compared with the exact governing purchase or product-specification requirement.
- [ ] Review, retest and disposition procedures agreed for disputed findings.

Acceptance clause / limits: ____________________

Reviewer / laboratory / date: __________________

Disposition / follow-up: _______________________

## Additional records for a fracture investigation

- [ ] Whole-component and fracture photographs taken before specimen preparation.
- [ ] Heat, delivery, dimensions, hardness and service history supplied.
- [ ] Fracture origin handling and sectioning agreed with the laboratory.
- [ ] Failure location, loading and relevant operating events recorded.
- [ ] Comparisons planned with material away from the origin and retained material from the lot.

Selected references: ASTM E45-25; ISO 4967:2026; ASTM E1245-03(2023); ASTM E2283-08(2019). Use the standard and edition required by the order.

Related article: Non-Metallic Inclusions in Steel: What Hardness Tests Cannot Tell You.

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