Use it for
Cross-specification screening, MTR review, evidence-gap identification, batch triage, rule-package management, comparison, and traceable reporting.
Engineering boundary
What the checker does—and does not do
The checker compares material evidence with controlled requirements. It includes audited rules from the supplied ASTM A36/A36M-19, CSA G40.20-13/G40.21-13 (R2023) with May 2014 Update No. 1, and CSA Z245.1:26 documents. Other specifications continue to use user-entered controlled rules. Each result preserves the applicable edition, source reference, context and evidence basis.
It is a screening and documentation tool, not an authoritative standards database or certification authority. It does not replace the purchased standard, customer purchase specification, contract, engineering judgment, or approval by the responsible technical authority.
Do not use it for
Declaring equivalency from grade names alone, inventing missing limits, bypassing supplementary requirements, or releasing material without controlled-source verification.
Preparation
Before you begin
Collect the evidence and requirement sources before opening a production assessment.
- Material, coil, plate, pipe, or heat identifier
- Material test report or certificate reference
- Produced/source standard, grade, and edition
- Target standard, grade/class, and exact edition
- Product form, thickness, width, or outside diameter
- Chemistry, tensile, toughness, dimensional, and process evidence
- Applicable product form, PSL/category, route, and heat treatment
- Customer, sour-service, offshore, or supplementary requirements
- Clause, table, footnote, or controlled-document references
- Reviewer and approval authority
Best practice: record the exact edition or revision of the target requirement. A grade designation without its governing edition, product form, class, and supplementary conditions is not a complete acceptance basis.
Check currency at the publisher: catalogue labels and saved packages can become outdated. Confirm the applicable edition, amendments, errata, contract date, and any customer-imposed edition directly with the issuing organization before relying on a result.
Fast workflow
Quick start
Identify the material
Enter the material ID, heat number, product form, MTR reference, date, and reviewer.
Define source and target
Record the produced/source specification and the controlled target specification, including grade and edition for each.
Record applicability
Enter thickness and width or OD, then document service condition, orientation, sampling, heat treatment, and assumptions.
Select evidence sections
Choose Chemistry, Mechanical, Charpy/Toughness, Dimensions, and Process/Certification only where they apply.
Add controlled requirements
For each row, select the property, enter the actual result, enter the target minimum and/or maximum, choose the units, and cite the clause or source.
Run the compliance check
Review the overall result, evidence coverage, failures, missing evidence, review items, conversions, and basis.
Resolve exceptions
Correct data-entry or unit issues, obtain missing evidence, verify applicability, or document a controlled engineering disposition.
Save and report
Save locally, export the assessment, print a PDF, or use the advanced review workflow and engineering report.
Step 1
Define the material and specification scope
| Field group | What to enter | Why it matters |
|---|---|---|
| Material identity | Material/coil/plate ID, heat number, product form, and certificate reference. | Provides traceability to the physical material and source evidence. |
| Source specification | The organization, standard, grade/class, and edition under which the material was produced or certified. | Describes the material's original certification basis. It is not automatically equivalent to the target. |
| Requirement source status | Controlled copy verified, working copy only, or not yet verified. | A working or unverified source prevents an unconditional release decision. |
| Target specification | The exact organization, standard, grade/class, and controlled edition being screened. | Defines the acceptance basis used by every requirement row. |
| Dimensions | Nominal thickness and width or OD with explicit units. | Many standards use thickness, diameter, product form, or size breakpoints. |
| Assessment notes | Service condition, orientation, test location, sampling plan, route, heat treatment, supplementary requirements, and assumptions. | Preserves conditions that may not fit into a numeric field but materially affect applicability. |
Source versus target: the source identifies what the material was produced to. The target identifies what you are testing it against. Similar strength levels or aliases do not by themselves prove compatibility.
Step 2
Select the applicable evidence sections
Each selected section becomes part of the decision scope. A selected section with no configured requirements produces an unresolved result rather than silently passing.
| Section | Typical evidence | Use when |
|---|---|---|
| Chemistry | Individual elements, CEIIW, Pcm, and other calculated chemistry values. | The target limits composition, calculated carbon equivalent, or combined alloy content. |
| Mechanical properties | Yield strength, tensile strength, elongation, Y/T ratio, hardness, reduction of area, bend, or flattening evidence. | The target includes tensile, ductility, ratio, hardness, or formability criteria. |
| Charpy / toughness | Test temperature, average energy, minimum individual energy, shear area, lateral expansion, location, and orientation. | Toughness is mandatory because of product form, thickness, service temperature, PSL, category, or supplementary requirement. |
| Dimensions | Thickness, wall thickness, width, OD, ID, length, out-of-roundness, straightness, and weight per length. | The target includes dimensional limits or tolerances. |
| Process / certification | MTR availability, traceability, route, heat treatment, hydrotest, NDT, supplementary tests, and signed certification. | Acceptance depends on documentary or manufacturing evidence, not only numeric test values. |
Use Select all only when every section is genuinely applicable. Use Clear scope to start with no sections and build the decision deliberately.
Step 3
Enter actual results and controlled target requirements
Use Add requirement within each selected tab. The property list is category-specific so chemistry rows cannot be assigned to mechanical or dimensional properties.
Attached standards: select the exact target edition, complete the standard-specific product, order and specimen fields, then load its evidence inputs. Enter actual results without copying standard limits into manual rows. The audited requirements run even when manual evidence tabs are deselected. Manual limits remain additional customer requirements.
ASTM A36/A36M-19
Select the independently standardized SI or inch-pound basis. Plate width, thickness, shape flange thickness, gauge length, copper ordering and bearing-plate route change the applicable requirements. Referenced A6/A6M requirements remain explicit review items.
CSA structural steel
Use the R2023 document with the May 2014 amendment. Select product subtype, orientation, gauge, supply condition and impact category. Strength is assessed with the source rounding rule; impact subsize limits use the source tables.
CSA Z245.1:26 pipe
Record nominal OD and wall, grade/category, manufacturing method, supply condition, service and order temperature. Enter nominal specimen area for elongation, all ten chemistry terms for CSA CE, three individual CVN results and, when applicable, two DWTT results. Hydro pressure and hold time are calculated from the selected source context.
Unknown order conditions, missing specimen results and unresolved documentary checks remain Conditional. Values outside an applicable audited limit cause Fail. A manually entered passing limit cannot remove an audited failure. The original supplied edition is the acceptance basis; a different revision is flagged for review.
Quantitative rows: chemistry, mechanical, and dimensions
| Column | How to use it |
|---|---|
| Requirement / property | Select the canonical property. Use Custom only when the controlled requirement is not in the catalogue, then document it precisely. |
| Actual | Enter the measured or certified material result. |
| Actual unit | Select the unit used by the entered result. |
| Minimum / Maximum | Enter one or both acceptance limits from the controlled target source. Leave a bound blank only when it truly does not apply. |
| Requirement unit | Select the unit used by the acceptance limit. The checker converts only supported unit pairs. |
| Clause / source | Cite the standard clause, table, note, customer specification, approved rule package, or controlled internal document. |
| Mandatory | Keep checked when missing evidence must block an unconditional decision. |
Charpy / toughness rows
For manual requirements, record the location and orientation, actual test temperature, specimen count, reported average and minimum individual energy, required temperature/count/energies, units, and source. For attached CSA standards, use the standard-specific individual specimen fields; a reported average and minimum cannot substitute for the complete specimen set. Temperature and energy units are selected independently. A temperature requirement is usually a maximum test temperature; energy criteria are usually minimums.
Process / certification rows
Select the required evidence item and set its status to yes, no, unknown, or not-applicable. Mandatory evidence marked unknown or unjustified as not applicable remains unresolved.
Supported automatic conversions
| Quantity | Supported conversion | Practical caution |
|---|---|---|
| Chemistry | % ↔ ppm | Confirm whether the source reports mass percent and whether any element is expressed differently. |
| Stress / strength | MPa ↔ ksi | Do not confuse ksi with psi. |
| Length | mm ↔ in | Confirm nominal versus measured dimensions and tolerance basis. |
| Impact energy | J ↔ ft-lb | Energy conversion does not apply specimen-size reduction factors automatically. |
| Temperature | °C ↔ °F | Verify the entered test temperature and whether the target requires testing at or below a stated value. |
No silent assumptions: an undefined conversion, missing limit, missing actual result, duplicate requirement, or incomplete custom property should be treated as a review item—not as a pass.
Step 4
Run and interpret the compliance decision
Select Run compliance check. The checker uses conservative gating: a failure controls the overall result; unresolved mandatory evidence prevents an unconditional pass.
| Status | Meaning | Required response |
|---|---|---|
| Pass | All configured and applicable requirements are satisfied, required evidence is present, and no blocking review condition remains. | Complete the technical review and release controls required by your organization. |
| Pass with warnings | All numerical checks pass, but a saved rule package or one of its requirements is not fully verified. | Verify the controlled package and every involved rule before release. |
| Fail | At least one actual result is outside an entered limit, or required process/certification evidence is explicitly absent. | Verify the entry and units, then document rejection, retest, regrade, concession, or another controlled disposition. |
| Conditional | No failure was found, but required evidence, controlled-source verification, applicability, or engineering review remains unresolved. | Resolve every missing or review item before treating the material as acceptable. |
| Missing | A mandatory actual result or required evidence item was not supplied. | Obtain the evidence or document why it is not applicable. |
| Review | A rule is incomplete, a conversion is undefined, an applicability decision requires justification, or another technical check is needed. | Correct or formally review the condition. |
| Invalid input | A physical value is impossible, a minimum exceeds a maximum, a required unit is absent, or another rule definition is internally invalid. | Correct the input or rule. No compliance verdict is issued from invalid data. |
| Not assessed | The checker has not been run or no meaningful decision scope exists. | Select sections, configure requirements, and rerun. |
Evidence coverage
Coverage is the proportion of applicable requirements that have assessable evidence. A high coverage percentage does not override a failure, and a low percentage should not be interpreted as a favorable result.
Result table
Review every row across Section, Requirement, Actual, Acceptance rule, Result, and Basis. The basis should identify the controlled clause or source used for that row.
Step 5
Use the advanced material compliance workspace
The advanced workspace extends the manual checker without replacing the controlled requirement source.
| Tab | Primary function | Key control |
|---|---|---|
| Overview | Summarizes the current decision, coverage, rule packages, batch records, derived calculations, gaps, and near-limit results. | Refresh analysis after changing the main checker inputs. |
| Applicability | Uses product form, manufacturing route, PSL/category, sour service, heat treatment, service temperature, Charpy, hydrotest, and NDT selections to suggest evidence sections. | The wizard changes evidence scope only; it does not create acceptance limits. |
| Rule packages | Stores versioned, user-verified requirements with edition, applicability, clause, table, footnote, ownership, and verification status. | Only approved and verified packages should support release decisions. |
| Import & batch | Imports MTR, laboratory, or production data, requires mapping confirmation, and evaluates multiple records against a selected rule package. | Review every field mapping and unit before running the batch. |
| Compare | Screens the current material against multiple rule packages and displays a requirement-by-requirement matrix. | Compatibility screening is not automatic grade equivalency. |
| Statistics | Calculates descriptive statistics, capability indices, a histogram, and an individuals chart from imported numeric records. | Confirm the unit of analysis and independence before interpreting capability. |
| Review & audit | Records reviewer, approver, disposition, next actions, overrides, approval lock, reports, and audit history. | An override records a separate disposition and never changes the calculated result. |
| Admin & storage | Controls workflow roles, aliases, local or signed-in account storage, synchronization, and automated validation. | Remote storage uses the current UpSkill Sprint Supabase session and is isolated per signed-in user. |
Automatic derived calculations
The Overview can calculate CEIIW, Pcm, yield-to-tensile ratio, and diameter-to-thickness ratio when the required canonical inputs are available. Missing inputs are listed explicitly.
Rule packages and templates
Rule packages store acceptance requirements and applicability. Templates store the scope, selected sections, and row structure without actual material results. Capture a template for repeat workflows; capture a rule package only after verifying every requirement against the controlled edition.
High-volume workflow
Import and batch screening
The Import & Batch tab accepts CSV, XLSX, XLS, JSON, and text-based PDF files.
- Drop or select the source file.
- Confirm the number of detected records.
- Review each source field, sample value, canonical mapping, unit, and confidence score.
- Correct uncertain mappings and explicitly confirm every mapping that will be used.
- Select an approved target rule package with a recorded verification date.
- Run the batch assessment.
- Review record count, pass rate, failed and conditional counts, exception Pareto, and each record's key exception.
PDF caution: the tool extracts text from text-based PDFs. Image-only or scanned PDFs require manual verification or conversion to a structured file. Never assume every value was detected correctly.
Mapping caution: field-name matching is only a starting point. Confirm the property identity, orientation, specimen type, unit, and aggregation level before screening.
Batch analysis
Use statistics and capability responsibly
Select a confirmed numeric property, enter the applicable LSL and/or USL in the displayed import unit, and calculate the summary. The tool reports descriptive statistics, Cpk and Cp using an I-MR moving-range estimate, and Ppk and Pp using overall sample standard deviation, plus a histogram and individuals chart in import order.
Unit-of-analysis caution: determine whether each row represents a specimen, test, coil, plate, pipe, or heat. Repeated tests from one heat or coil can overweight that material and make the distribution and capability indices misleading.
Capability indices also require a stable, meaningful process and an appropriate distributional interpretation. Use them for engineering analysis—not as a substitute for row-level specification compliance.
Governance
Review, approve, override, and preserve the audit trail
Review workflow
Record the workflow status, technical reviewer, approver, final disposition, comments, and controlled next actions such as retest, additional testing, engineering review, customer concession, regrade, rejection, or scrap.
Engineering override or concession
Select the affected requirement, disposition, authorization reference, and reason. The original calculated status remains visible. An override documents an authorized disposition; it does not convert a calculated failure into a mathematical pass.
Approve and lock
Approval requires the appropriate role, different reviewer and approver names, a final disposition, a calculated Pass, and 100% evidence coverage. An override records a disposition but never makes a failed, conditional, or invalid assessment approvable. Approval locks the assessment; unlocking requires permission and a recorded reason.
Audit history
The audit records actions, timestamps, actors, and details. Local history is included in exports and reports but remains ordinary browser data, not an immutable regulated record. Signed-in account mode can store a per-user workspace through the site's Supabase-authenticated server endpoint.
Role model: Viewer, Analyst, Engineer, Approver, Standards Administrator, and System Administrator permissions are cumulative workflow roles in this browser. They support process control but do not replace organizational authorization or independent identity verification.
Documentation
Save, import, export, and report
| Action | Use | Caution |
|---|---|---|
| Save current | Stores the current assessment in the browser for later retrieval. | Local saves do not automatically appear on another device or browser. |
| Load selected | Restores a saved local assessment. | Confirm it is the correct material and revision before editing. |
| Export assessment | Downloads a JSON record containing the scope, rows, and result. | Treat exported production data according to your organization's information-security rules. |
| Import assessment | Restores a compatible exported JSON assessment. | Review imported scope, units, requirements, and evidence before relying on it. |
| Print / Save PDF | Creates a printable record of the manual assessment. | A printed report is only as valid as the controlled sources and evidence entered. |
| Engineering report | Includes scope, decision, requirement results, derived calculations, review, and disposition. | Unapproved reports are marked DRAFT; use them for review, not as automatic certification. |
| Screening certificate | Creates a concise compatibility-screening summary only after a 100%-coverage Pass is approved and locked. | The certificate explicitly does not certify the material to the target standard. |
Practice safely
Use the built-in worked example
- Open the checker and select Load worked example.
- Review the populated source and target scope before looking at the result.
- Open each selected evidence tab and identify the actual value, target rule, units, clause/source, and mandatory setting.
- Select Run compliance check.
- Trace the overall result back to the controlling row or unresolved evidence.
- Review how the evidence-coverage percentage differs from the final decision.
- Open the Advanced Workspace Overview to inspect derived calculations and prioritized gaps.
- Select Clear assessment before entering production or customer data.
The worked example uses generic illustrative limits, a working-copy status, and deliberately unresolved evidence. It is for learning the workflow, cannot produce a production Pass, and must not be reused as an acceptance basis.
Common issues
Troubleshooting
| Issue | Likely cause | Action |
|---|---|---|
| Conditional result with no failures | Missing traceability, product form, source or target edition, working/unverified requirement source, missing mandatory evidence, selected section with no rules, or a review item. | Inspect every Missing and Review row and resolve the controlling condition. |
| Unexpected pass or fail | Actual and requirement units were selected incorrectly, or the wrong property/limit was used. | Verify property identity, units, bounds, orientation, and controlled clause. |
| No result for a row | Property name, actual, limit, or evidence status is incomplete. | Complete the row or remove it from the applicable scope. |
| Cannot edit a rule package | The effective role is below Standards Administrator, or the assessment is locked. | Use the correct role and authorized unlock process. |
| PDF values are missing | The PDF is scanned/image-only, uses an unusual layout, or text extraction did not map the field. | Enter manually or import a verified CSV/Excel export. |
| Batch results look wrong | Incorrect field mapping, unit, target package, or record granularity. | Review every mapping and sample value before rerunning. |
| Statistics option has no property | No numeric imported field is mapped to a canonical property. | Correct the mapping and unit, then reopen Statistics. |
| Saved data is missing on another computer | The assessment was stored in local browser mode. | Export/import the JSON or use configured organization storage. |
| Approval is blocked | The result is not a 100%-coverage Pass, reviewer and approver are not different, a disposition is missing, or the workflow role is insufficient. | Resolve the assessment and complete all independent review fields; an override does not change the calculated result. |
| Report window does not open | The browser blocked a popup. | Allow popups for the site and generate the report again. |
Final control
Technical release checklist
Before accepting, regrading, releasing, or representing material as compatible, verify all of the following:
- Controlled purchased target standard and exact edition
- Correct product form, grade/class, type, category, and PSL
- Thickness, diameter, width, and other applicability breakpoints
- Manufacturing route and delivery/heat-treatment condition
- Base, supplementary, customer, and contract requirements
- Heat and material traceability to the MTR and tests
- Correct specimen location, orientation, size, and test temperature
- Correct units and any permitted conversion or sub-size rule
- Clause, table, note, and footnote basis for every entered rule
- All failures, missing evidence, review items, and near-limit results resolved
- Overrides or concessions independently authorized and referenced
- Responsible technical approval and required customer acceptance
Final caution: a favorable screening result means the entered evidence satisfies the entered rules. It does not prove that every applicable requirement was entered or that the material is automatically certified to the target specification.