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Run: Steam Trap Survey and Tagging Report

Use this Steam Trap Survey and Tagging Report to record trap ID, location, condition, and replacement priority during ultrasonic and infrared inspections. It...

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Survey Identification and Scope

Survey area or unit identified

Record the plant area, unit, line, or system included in this survey.

Survey date and time recorded critical (required)

Capture when the steam trap survey was performed.

Inspector or competent person identified critical (required)

Record the name and role of the person performing the survey.

Survey method includes ultrasonic and infrared evaluation critical (required)

Select the detection methods used for this trap assessment.

Steam system or process line identified

Record the steam header, branch line, equipment train, or process served by the trap.

Survey scope complete for assigned area critical (required)

Confirm all accessible steam traps in the assigned scope were inspected.

Yes No N/A

Steam Trap Identification and Tagging

Permanent tag ID present and legible critical (required)

Record the permanent tag number or unique identifier attached to the trap.

Trap location documented critical (required)

Record the exact physical location, including building, floor, bay, or equipment reference.

Trap type identified critical (required)

Select the steam trap design observed in the field.

Trap service or application identified

Record the equipment or service served, such as heat exchanger, drip leg, tracing, or process equipment.

Trap accessibility verified critical (required)

Confirm the trap could be safely reached for inspection without removing guards or violating lockout-tagout requirements.

Yes No N/A

Operating Condition Assessment

Ultrasonic signature evaluated critical (required)

Rate the trap's ultrasonic condition based on field findings.

Infrared temperature pattern evaluated critical (required)

Rate the thermal pattern observed at the trap inlet, outlet, and downstream piping.

Trap condition classified critical (required)

Select the observed operating condition of the trap.

Evidence of steam loss or live steam leakage critical (required)

Indicate whether the trap appears to be leaking live steam or passing steam to condensate return.

Yes No N/A

Condensate drainage appears adequate

Confirm condensate is being discharged as expected without excessive backup or flooding.

Yes No N/A

Upstream and downstream temperature differential

Record the measured temperature difference across the trap or associated piping.

Replacement Priority and Corrective Action

Replacement priority assigned critical (required)

Assign the maintenance priority based on condition, energy loss risk, and service impact.

Recommended corrective action documented critical (required)

Describe the required action, such as repair, replacement, retest, insulation repair, or follow-up inspection.

Estimated energy or steam loss noted

Record any estimated loss, severity note, or supporting observation used for prioritization.

Work order or follow-up reference recorded

Enter the maintenance work order number, action request, or follow-up tracking reference.

Critical trap requires immediate escalation critical (required)

Confirm whether the trap condition creates an urgent safety, reliability, or energy concern requiring escalation.

Yes No N/A

Closeout and Inspector Sign-Off

All inspected traps recorded in inventory critical (required)

Confirm the survey log includes every trap inspected in the assigned scope.

Yes No N/A

Exceptions, access issues, or missing tags documented

Record any traps that could not be inspected, missing tag IDs, inaccessible locations, or other deficiencies.

Photos or supporting evidence attached

Indicate whether photos, thermal images, or ultrasonic notes were attached to support the survey record.

Yes No N/A

Inspector signature critical (required)

Inspector sign-off confirming the survey findings are accurate and complete.

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