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ITP Inspection and Test Plan Worksheet with Hold Points

An inspection and test plan sets out who checks what, when, and whether work may continue without them. This worksheet gives you the standard columns and hold, witness, review and surveillance levels in an editable table you can export to Excel.

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Step	Activity	Standard / procedure	Record	Frequency	Manufacturer	Customer	Third party	Planned hours (h)

Total planned inspection hours

21 hrs

Steps

Average hours per step

3.5

Key: H = hold point (work cannot proceed without release), W = witness point (party is notified and may attend), R = records review, S = surveillance or spot check, - = not applicable. Confirm the notification period for witness and hold points in the contract.

Connect ITP steps to ERP routings

Optional: a short review of how quality hold points could appear on shop floor travelers.

Optional. The tool and every export work without this. No spam.

How to use this worksheet

Start from the example rows or clear them. For each fabrication step, enter the activity, the standard or procedure and the record produced. Pick the frequency and then the intervention level for the manufacturer, customer and third party. Total planned hours help you schedule inspector time. Export to Excel for the customer to mark up, then freeze the approved revision as part of the project quality plan.

Hold, witness, review and surveillance

A hold point means the manufacturer may not proceed until the named party releases the step, so it needs a clear notification period. A witness point is notified, but work can proceed if the party does not attend. A review point involves checking records, and surveillance is a random or periodic audit. Placing too many holds slows delivery, so reserve them for steps that cannot be inspected later such as fit-up, final NDE and pressure tests.

Hold: stop until released
Witness: notify, may proceed if no attendance
Review: records only
Surveillance: random check by the party

Common mistakes

Plans frequently list a step without the record that proves it was done, or reference a procedure by name with no revision. Another common issue is putting holds on activities where nothing is hidden by later work, which creates idle time. Align the ITP step numbers with the fabrication traveler or routing so each operation in the ERP points to the same quality step.

Frequently Asked Questions

What is the difference between an ITP and a QAP?

In practice they overlap, and the names vary by region. Both set out inspections, standards and records. ITP is common in oil and gas, QAP or quality assurance plan in pressure equipment and Indian practice.

Who approves the ITP?

Usually the manufacturer's quality lead prepares it, and the customer or third-party inspector approves it before fabrication starts. Any later change should be revised and re-approved.

How do I handle sub-suppliers?

Add rows for sub-supplier steps such as forgings or castings, and extend the plan to those suppliers with the same hold and witness notation. Flow the requirements down in the purchase order.

How many hold points is reasonable?

Enough to cover steps that cannot be verified later, and no more. Typical hold points include fit-up, pressure test and final release, but the contract and risk of the equipment decide.

If your ITP steps are separate from the routings in your ERP, we can discuss linking them so quality gates appear on the shop floor travelers automatically.

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