Lifecycle Playbooks
Stage 07 · Site material management
Receiving, Storage & Preservation
Most 'site' valve problems are receiving problems discovered late. This playbook is the goods-inward and preservation routine that keeps a tested valve in tested condition until installation.
For: Site material controllers and warehouse teams
You are here if
- Crates arrive and nobody checks more than the packing list line count
- Valves will sit in laydown for months before installation
- At installation, a valve is found damaged or missing its documents - too late
Where this stage goes wrong
- End protectors removed or missing, letting debris and moisture into a tested valve
- Stem-up storage ignored, damaging seats and packing over months in laydown
- Documents separated from valves, forcing re-certification at commissioning
The Playbook
- 1Inspect at receipt, not at installationTag vs packing list vs datasheet, visual damage check, end protectors and dryness - claims die if raised months late.
- 2Marry documents to tags immediatelyMTC and test certificate references logged against each received tag before the crate leaves goods inward.
- 3Store by the rulesBall/gate/globe stem-up, ends protected, off the ground, sheltered; elastomer-seated valves out of sunlight.
- 4Preserve on a schedulePeriodic partial cycling and end-protection checks for long storage, recorded per tag.
- 5Issue to construction with papersThe tag's certificates travel with the valve at issue - not in a box opened at handover.
Stage deliverables
Goods-inward inspection recordsTag-wise document registerPreservation log
Tools for this stage
Reviewed by Process Engineering, Vajra Industrial SolutionsDiscipline: Valve Service SpecificationLast reviewed: 20 June 2026
Connected Engineering
Products
In this stage right now?
Our engineers work this stage daily - send your situation and get specification, sourcing or inspection support with a 24-hour response.
Products