# Oil and Gas Equipment Preservation, Packing and Shipping Checklist > Source: https://netray.co/tools/oil-and-gas-equipment-preservation-and-shipping-checklist > Publisher: Netray (netray.co), AI and integration engineering for ERP and manufacturing systems. > Section: Free Tools ## Short answer Checklist for releasing pressure equipment, valves and wellhead hardware for shipment with preservation, marking and documents verified. ## Category industry-templates ## Industry Oil and Gas Equipment ## Audience - Shipping coordinator - Quality engineer - Logistics - Project manager ## Tool **Kind:** checklist **Groups:** #### Release status and test records **Items:** **Text:** Final inspection signed off and no open nonconformance reports **Critical:** true **Text:** Pressure test records signed, with gauge calibration references **Critical:** true **Text:** Test fluid drained and equipment dried after hydrostatic test **Critical:** true Customer inspection hold points released in writing Concessions and deviations approved and attached **Text:** Serial numbers on the equipment match the data book **Critical:** true Purchase order line items and quantities reconciled to the packing list #### Preservation **Items:** **Text:** Machined and sealing surfaces coated with the specified rust preventive **Critical:** true Threads protected with caps or thread compound as specified **Text:** Flange faces covered with rigid protectors, not only tape **Critical:** true Openings plugged or capped to keep out moisture and debris Valves shipped in the position required by the customer specification Desiccant or vapor corrosion inhibitor used where required Elastomer seals checked for shelf life dates Preservation period and re-preservation date recorded on the tag #### Marking, packing and handling **Items:** **Text:** Nameplate data complete and matches the data book **Critical:** true Material identification marks not removed by coating or handling **Text:** Lifting points identified, rated and marked with weight **Critical:** true Center of gravity marked on heavy or uneven items Crates or skids designed for the transport mode and stack rules **Text:** Wood packaging meets ISPM 15 where exporting **Critical:** true Shipping marks, project number and PO number applied per the purchase order Loose items bagged, tagged and cross referenced to the main item Shock or tilt indicators fitted where specified #### Documents and logistics **Items:** **Text:** Packing list, commercial invoice and certificate of origin prepared **Critical:** true **Text:** Material certificates and data book included or sent as agreed **Critical:** true **Text:** Export classification and any license requirement confirmed **Critical:** true Hazard declarations for any batteries, chemicals or compressed gas Incoterm and delivery point confirmed with the customer Cargo insurance and notified party details confirmed Photographs of packed items taken before closing the crate Storage and handling instructions for the receiving site included **Scoring Note:** Every critical item must be checked before the shipment is released. Use the percentage to track overall readiness, not to waive critical items. ## Content **Intro:** Most damage to pressure equipment happens after it passes inspection: water in a bore, a scored sealing face, a missing document in the data book. This checklist covers the last steps before a crate leaves the dock, so equipment arrives on site as good as it left. **Sections:** #### How to use the checklist **Body:** Work through the four groups with the packed item in front of you, not from memory. Mark each item as it is verified. Critical items are the ones that cause rejected shipments or safety problems. If any critical item is not checked, hold the release and record why. Export the completed list as a PDF and attach it to the shipment record or the data book so the evidence stays with the order. #### Why preservation matters **Body:** Sealing surfaces, ring grooves and threads are machined to tight tolerances. A few weeks of humid storage or an ocean voyage can pit them, and the damage is only found at installation, when it is expensive to fix. Residual test water is a common culprit, which is why draining and drying after hydrostatic testing is a critical item. The customer specification usually sets the coating, caps and the preservation period. **Bullets:** - Drain and dry after hydrotest, then preserve. - Protect flange faces with rigid covers. - Record the re-preservation date for long storage. #### Documents and compliance **Body:** A shipment can be technically perfect and still be rejected at the gate because the data book is incomplete or serial numbers do not match. Check that nameplates, tags and paperwork agree line by line. For exports, confirm classification and any license requirement before the crate is closed, and that wood packaging complies with ISPM 15. Keep photographs of the packed condition as evidence in case of transit damage claims. #### Common mistakes **Body:** Frequent problems include taping over flange faces instead of using rigid covers, shipping valves in the wrong position, losing loose items such as studs and gaskets, and sending the data book separately without telling the receiving site. Another is releasing on a verbal approval for a hold point. Make hold point releases written and attached to the order record. **Cta:** If shipping release is done on paper, we can help tie the checklist to ERP shipment, serial number and quality hold data so nothing ships with an open item. **Faq:** #### Who should sign off the shipping checklist? **Answer:** Typically the quality representative and the shipping coordinator, with the project manager for customer hold points. The exact roles depend on your quality plan. The point is a named person accepting the critical items before release. #### How long does preservation last? **Answer:** It depends on the coating, packaging and environment, and the customer specification usually states a period such as six or twelve months. Record the date and the re-preservation requirement on the tag and in the documents. #### What is ISPM 15? **Answer:** ISPM 15 is the international standard for treating and marking wood packaging material used in international trade, to reduce the spread of pests. Crates and pallets made of solid wood usually need the treatment mark when exported. #### Does this replace the customer's specification? **Answer:** No. It is a general starting checklist. The customer specification, the purchase order and your quality plan take priority, so add or remove items to match them before using this as a controlled form. ## Search terms equipment preservation checklist, pressure equipment packing checklist, valve preservation and shipping checklist, oil and gas shipping release checklist, export packing checklist heavy equipment, wellhead equipment packing requirements, final inspection before shipment checklist, documentation package shipping checklist --- Talk to an engineer: https://netray.co/contact?intent=erp_ai | Machine catalog: https://netray.co/agent/catalog.json