RFI Inspection Request Procedure for Instrumentation and E&I Projects: Complete QA/QC Guide

A Request for Inspection, commonly called an RFI, is not simply a form submitted to the client when construction work is completed. In a well controlled EPC project, an RFI is the formal quality control step that connects completed construction work with approved engineering documents, the Inspection and Test Plan, internal QA/QC verification, client inspection and final quality records.

The basic sequence is simple: complete the work, verify the work internally, confirm the applicable documents and inspection requirements, raise the RFI, conduct the required inspection, record the result and close the inspection record. The practical value comes from how carefully each stage is controlled. Pasted markdown

For instrumentation and E&I projects, this process becomes especially important because installation quality is closely connected with drawings, instrument tags, cable schedules, hook up drawings, calibration records, termination details and testing requirements.

An RFI raised before the work is genuinely ready can result in rejected inspections, repeated client visits, rework and loss of confidence in the contractor.

An RFI is a formal notification to the designated inspecting party that a defined item of work has been completed and is ready for inspection or verification according to approved project requirements.

The exact RFI process depends on the project specification, contract, client procedure and approved ITP. However, the underlying purpose remains the same: provide a controlled opportunity to verify that the completed work satisfies the applicable requirements and that objective inspection evidence is generated.

In practical EPC execution, an RFI connects construction completion with quality acceptance.

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Instrumentation work contains many details that may become difficult or expensive to correct after subsequent activities are completed.

An RFI may be required for activities such as instrument installation, cable installation, cable termination, junction box installation, instrument tubing, impulse tubing, control valve installation, instrument calibration, instrument air installation, earthing, panel installation, marshalling cabinet installation and testing.

For example, an incorrectly installed pressure transmitter may appear acceptable visually but could have an incorrect tag, wrong orientation, unsuitable accessibility, incorrect impulse tubing arrangement or missing calibration documentation.

RFI Inspection Request Procedure and Workflow

A practical RFI workflow normally follows this sequence:

Work completion → Document verification → Internal QA/QC inspection → RFI preparation → ITP inspection point verification → Client inspection → Acceptance or rectification → RFI closure → QA/QC dossier update

The important point is that the RFI should come after technical readiness, not before it.

The QA/QC inspector should first confirm that the work is actually complete.

Check the approved drawing, instrument tag, material, installation location, accessibility, installation condition, cable and tubing installation, termination, labelling, identification, workmanship and housekeeping.

Confirm that prerequisite activities are complete. If calibration is required, verify that the applicable calibration record is available. If testing is required before inspection, confirm that the required test has been completed and recorded.

Construction pressure should never be the reason for raising an RFI. The correct question is whether the work can withstand a detailed technical inspection.

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Document control is one of the most important parts of RFI preparation.

The inspector should verify the latest approved revision of applicable documents such as:

DocumentTypical verification
IFC drawingCorrect revision and installation details
P and IDCorrect instrument identification and process connection
Instrument datasheetRange, service and equipment details
Instrument indexTag and service confirmation
Cable scheduleCable number and routing information
Hook up drawingMounting and tubing arrangement
Loop drawingSignal and connection details
Junction box drawingTermination and cable information
Wiring drawingCorrect electrical connection
Installation specificationApplicable workmanship requirements
Method StatementApproved installation procedure
ITPInspection point and acceptance requirements
Calibration certificateCalibration status and traceability
Test recordsRequired testing evidence
 Verify Approved Engineering Documents - RFI Inspection Request Procedure and Workflow

Using a superseded drawing can create a serious inspection problem because theinstallation may appear correct against an old revision while being incorrect against the current approved design.

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Perform Internal Instrumentation QA/QC Inspection-   RFI Inspection Request Procedure and Workflow

Internal inspection should happen before the client or consultant is invited.

For an instrumentation installation, the inspector should verify the tag number, nameplate, mounting arrangement, orientation, accessibility, cable routing, cable gland, termination, tubing, tube supports, earthing, calibration status, continuity and workmanship.

The inspection should also confirm that the physical installation agrees with the approved engineering documents.

This internal inspection is where many potential client comments should be identified and corrected. A strong QA/QC team does not use the client inspection as the first detailed inspection of the work.

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The RFI should contain enough information for the inspecting party to understand exactly what is ready for inspection.

Typical information includes project, area, system, subsystem, location, tag number, activity description, drawing reference, specification reference, ITP reference, inspection checklist, inspection date, inspection point and supporting documents.

The contractor QA/QC representative should also be identified according to the project procedure.

Incorrect tag numbers, locations or drawing references can create unnecessary delays even when the physical installation is satisfactory.

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The Inspection and Test Plan establishes what is inspected, when it is inspected, who participates and what evidence is retained. Current industry guidance similarly describes the ITP as the document that connects inspection activities, acceptance criteria, responsibilities and quality records. 

Hold Point

A Hold Point normally means that work cannot proceed beyond the defined stage until the required inspection or release has been completed. The exact release authority must come from the approved project ITP.

Witness Point

A Witness Point gives the designated party an opportunity to witness an inspection or test. Whether work may proceed without attendance depends on the approved ITP and project procedure.

Review Point

A Review Point generally involves review of documents, records, certificates or other evidence. It should not automatically be treated as a physical inspection or release unless the project documents define it that way.

Surveillance Point

A Surveillance Point allows the designated party to monitor work during execution. It is normally associated with ongoing observation rather than a single formal inspection event.

These definitions can vary between projects, so the approved ITP and contract requirements always take precedence.  

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During client inspection, the contractor should present the completed work, approved drawings, inspection checklist and applicable test records.

The inspector may verify the physical installation, compare it with drawings, examine equipment identification, review supporting records and request demonstrations or additional checks.

Being physically present with completed equipment is not the same as being inspection ready. The contractor should be able to explain what was installed, which requirement applies, how it was verified and where the supporting evidence is recorded.

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Conduct Client or Consultant Inspection

An RFI rejection should be treated as a technical quality issue rather than simply changing an administrative status.

The normal process is to identify the issue, determine the applicable requirement, correct the work, verify the correction internally and arrange reinspection according to the project procedure.

An NCR may be required when the condition meets the project’s nonconformance criteria.

For example, suppose a pressure transmitter has been installed with an incorrect tag. The contractor should correct the identification, verify the tag against the approved instrument index and drawing, confirm that associated records are also correct and then request reinspection.

The same principle applies to incorrect cable termination, missing glands, incorrect tubing connections, missing calibration records, wrong installation orientation or incomplete testing.

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After successful inspection, the required acceptance, signatures and status updates should be completed.

The inspection checklist, test records, punch information and supporting documents should be linked to the RFI. The closed RFI should then be filed within the project QA/QC records.

These records eventually contribute to the final quality dossier and handover documentation.

A closed RFI therefore provides more than evidence that someone inspected the work. It provides traceability showing what was inspected, against which requirement, when it was inspected and what evidence supported acceptance.

Consider an RFI for a newly installed pressure transmitter.

First, construction completes the mounting, process connection, impulse tubing and cable connection.

The QA/QC inspector verifies the transmitter tag against the instrument index and approved drawing. The datasheet is checked for service and range. The mounting arrangement and accessibility are inspected. The impulse tubing and manifold arrangement are compared with the approved hook up drawing.

The cable number and termination are checked against the cable schedule and loop drawing. The calibration certificate is verified. The applicable ITP inspection point is then confirmed.

After internal QA/QC inspection is satisfactory, the RFI is prepared with the correct tag, location, drawing references, ITP reference and supporting records.

The client inspects the installation. If accepted, the inspection record is signed and closed. If a problem is found, it is corrected and internally verified before reinspection.

This is how an RFI becomes part of the engineering quality control process rather than simply becoming another document in the project file.

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RFI Checklist for Instrumentation and E&I QA/QC

Before submitting an RFI, the QA/QC inspector should verify the complete physical installation, engineering documentation, testing status, inspection requirements and supporting records. The following detailed checklist can be used as a practical pre inspection readiness check.

Inspection CategoryDetailed Verification PointWhat the QA/QC Inspector Should CheckTypical Evidence or ReferenceStatus
Work ReadinessWork completely installedConfirm that the defined instrumentation or E&I scope is physically complete and no major installation activity remains outstanding.Approved drawing, construction completion recordConfirm
Work ReadinessInstallation ready for inspectionEnsure the equipment is physically accessible and can be inspected without additional construction work.Site inspectionConfirm
Work ReadinessPrevious activities completedVerify that all prerequisite construction, mechanical or electrical activities required before the inspection are complete.Approved ITP and work sequenceConfirm
Engineering DocumentsLatest approved drawingConfirm that the installation has been executed using the latest approved drawing revision.IFC drawingConfirm
Engineering DocumentsDrawing revisionCheck that the drawing revision mentioned in the RFI matches the current approved revision.Document control systemConfirm
Engineering DocumentsInstrument indexVerify the instrument tag, service and location against the approved instrument index.Instrument indexConfirm
Engineering DocumentsInstrument datasheetConfirm instrument type, range, process connection and other applicable details.Instrument datasheetConfirm
Engineering DocumentsP and IDVerify the instrument identification and process connection against the approved P and ID.Approved P and IDConfirm
Engineering DocumentsHook up drawingVerify mounting, tubing, manifold, fittings and installation arrangement.Approved hook up drawingConfirm
Engineering DocumentsLoop drawingConfirm signal wiring, terminals and loop connections where applicable.Approved loop drawingConfirm
Engineering DocumentsCable scheduleVerify cable number, source, destination and applicable cable information.Approved cable scheduleConfirm
Engineering DocumentsTermination drawingConfirm that field and panel terminations match the approved termination details.Termination drawingConfirm
Engineering DocumentsJunction box drawingVerify junction box identification, terminals, cable entries and connections.Junction box drawingConfirm
Material VerificationInstrument modelConfirm that the installed instrument matches the approved equipment specification.Datasheet and material recordConfirm
Material VerificationMaterial identificationVerify equipment identification and applicable material requirements.Material documentationConfirm
Material VerificationNameplateCheck instrument nameplate details against the approved datasheet and tag.Physical inspectionConfirm
Material VerificationCertificatesVerify applicable material, conformity or manufacturer documentation where required.Approved certificatesConfirm
Instrument InstallationInstrument tagConfirm that the physical tag matches the approved instrument index and drawings.Instrument index and field inspectionConfirm
Instrument InstallationInstallation locationVerify that the instrument is installed at the correct location shown in the approved engineering documents.Layout drawing and field inspectionConfirm
Instrument InstallationMounting arrangementCheck mounting supports, brackets, bolts and mechanical stability.Hook up drawing and site inspectionConfirm
Instrument InstallationOrientationVerify that the instrument orientation is suitable for the application and matches the approved installation arrangement.Hook up drawing and manufacturer informationConfirm
Instrument InstallationAccessibilityConfirm that the instrument can be safely accessed for operation, calibration and maintenance.Site inspectionConfirm
Instrument InstallationEnvironmental protectionCheck that the installation provides the required protection from the surrounding process environment.Project specification and site inspectionConfirm
Cable InstallationCable identificationVerify cable number and identification against the cable schedule.Cable scheduleConfirm
Cable InstallationCable routingCheck that cable routing follows the approved route and applicable installation requirements.Cable routing drawing and site inspectionConfirm
Cable InstallationCable supportVerify that cables are properly supported and mechanically protected.Installation specificationConfirm
Cable InstallationCable glandConfirm correct gland type, size, installation and tightening.Cable schedule and installation specificationConfirm
Cable InstallationCable entryVerify that cable entry into the instrument or junction box is correct and properly sealed.Site inspectionConfirm
Cable TerminationTerminal identificationConfirm field terminals match the approved termination drawing.Termination drawingConfirm
Cable TerminationCore identificationVerify individual cable cores and wire numbers.Wiring and termination drawingConfirm
Cable TerminationTermination qualityCheck that terminals are secure, correctly terminated and free from visible workmanship defects.Visual inspectionConfirm
Cable TerminationShield connectionVerify shield termination according to the approved project philosophy.Wiring diagram and project specificationConfirm
Tubing InstallationTubing sizeConfirm tubing size and material against the approved hook up drawing and specification.Hook up drawingConfirm
Tubing InstallationTubing routingCheck tubing routing, support and protection from mechanical damage.Site inspectionConfirm
Tubing InstallationTube supportVerify adequate support and acceptable installation arrangement.Installation specificationConfirm
Tubing InstallationFittingsCheck tube fittings, connections and mechanical integrity.Hook up drawing and visual inspectionConfirm
Impulse TubingImpulse line arrangementVerify impulse tubing arrangement against the approved hook up drawing.Hook up drawingConfirm
Impulse TubingSlopeWhere applicable, verify that impulse lines have the required slope for the measurement service.Project specification and hook up drawingConfirm
Impulse TubingConnection integrityCheck all connections for correct assembly and visible leakage or workmanship concerns.Visual inspection and applicable test recordConfirm
Control ValveValve identificationVerify valve tag, size and specification against approved documents.Valve datasheet and P and IDConfirm
Control ValveActuator installationVerify actuator mounting, orientation and mechanical arrangement.Approved drawing and manufacturer informationConfirm
Control ValvePositionerConfirm positioner installation, tubing and signal connection.Hook up and loop drawingsConfirm
Control ValveAccessoriesVerify solenoid valves, air filter regulator and other applicable accessories.Valve datasheet and hook up drawingConfirm
CalibrationCalibration statusConfirm that required instruments have been calibrated before inspection where applicable.Calibration certificateConfirm
CalibrationCalibration rangeVerify that the calibration range corresponds with the approved instrument requirements.Datasheet and calibration certificateConfirm
CalibrationCalibration resultCheck that recorded calibration results satisfy the applicable project acceptance requirements.Calibration certificateConfirm
CalibrationCertificate traceabilityVerify instrument tag, serial number and calibration identification.Calibration certificateConfirm
TestingContinuity testConfirm required continuity testing has been completed where applicable.Continuity test recordConfirm
TestingInsulation testingVerify applicable insulation testing has been completed and recorded according to project requirements.Test recordConfirm
TestingLoop testingConfirm required loop testing has been completed where the inspection stage requires it.Loop test recordConfirm
TestingFunctional testingVerify required functional tests have been completed.Functional test recordConfirm
TestingInstrument responseConfirm instrument response is satisfactory where functional verification is applicable.Test recordConfirm
EarthingInstrument earthingVerify required instrument earthing connections.Earthing drawing and site inspectionConfirm
EarthingCable shield groundingConfirm shield grounding arrangement according to the approved project philosophy.Wiring diagramConfirm
EarthingPanel or junction box earthingVerify applicable protective earthing connections.Electrical drawing and site inspectionConfirm
ITP VerificationApplicable ITPConfirm that the correct approved ITP applies to the activity.Approved ITPConfirm
ITP VerificationInspection pointIdentify whether the activity is subject to Hold Point, Witness Point, Review Point or Surveillance Point requirements.Approved ITPConfirm
ITP VerificationAcceptance criteriaVerify that the inspection will be performed against the applicable acceptance requirements.ITP and specificationConfirm
Inspection ChecklistChecklist availabilityConfirm that the correct approved inspection checklist is available.Approved checklistConfirm
Inspection ChecklistChecklist completionComplete all applicable inspection points before requesting client inspection.Inspection checklistConfirm
Inspection ChecklistInspector verificationEnsure required internal inspection signatures or approvals are completed according to project procedure.QA/QC inspection recordConfirm
Supporting DocumentsCalibration certificatesAttach required calibration certificates.Calibration recordsConfirm
Supporting DocumentsTest recordsAttach applicable test and verification records.Test documentationConfirm
Supporting DocumentsMaterial recordsProvide applicable material or equipment documentation where required.Material documentationConfirm
Supporting DocumentsPrevious inspection recordsVerify relevant previous inspection or prerequisite records where applicable.QA/QC recordsConfirm
RFI DetailsProject informationConfirm project name, area and system information.RFI formConfirm
RFI DetailsInstrument tagVerify the exact field tag number.RFI and instrument indexConfirm
RFI DetailsLocationConfirm the physical location matches the RFI description.RFI and site inspectionConfirm
RFI DetailsActivity descriptionClearly describe the specific work being offered for inspection.RFI formConfirm
RFI DetailsDrawing referenceEnter the correct approved drawing number and revision.RFI and document registerConfirm
RFI DetailsITP referenceEnter the applicable ITP reference and inspection point.Approved ITPConfirm
Site ConditionAccessibilityEnsure the client inspector can safely access the equipment.Site inspectionConfirm
Site ConditionHousekeepingConfirm that the inspection area is clean and free from unnecessary materials or obstruction.Site inspectionConfirm
Site ConditionIdentificationEnsure instrument and equipment identification is clearly visible.Field inspectionConfirm
Site ConditionSafety readinessConfirm that the inspection can be conducted under the applicable site safety requirements.Project safety procedureConfirm
Internal QA/QCInternal inspection completedConfirm that the contractor QA/QC inspector has already inspected the work.Internal inspection recordConfirm
Internal QA/QCDeficiencies correctedVerify that identified construction deficiencies have been corrected before RFI submission.Punch or observation recordConfirm
Internal QA/QCDocumentation reconciledConfirm physical installation and engineering documentation are consistent.Drawings, index and field inspectionConfirm
Final RFI ReadinessClient inspection readinessConfirm that the complete inspection package is ready before inviting the client or consultant.RFI packageConfirm
Final RFI ReadinessNo open critical issuesVerify that no unresolved issue can reasonably prevent acceptance.Punch and observation recordsConfirm
Final RFI ReadinessRFI submitted correctlyConfirm all required RFI fields and attachments are complete before submission.Completed RFIConfirm

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Before submitting the RFI, the QA/QC inspector should be able to answer yes to the following questions:

Final QuestionRequired ConditionStatus
Is the instrumentation work physically complete?No outstanding construction activity within the inspection scopeConfirm
Is the latest approved engineering documentation available?Correct revision verifiedConfirm
Is the instrument tag correct?Field tag matches approved project documentationConfirm
Has internal QA/QC inspection been completed?Installation already checked by contractor QA/QCConfirm
Are calibration records available?Required calibration evidence is complete and traceableConfirm
Are required tests complete?Applicable testing has been completed and recordedConfirm
Is the applicable ITP point identified?Correct inspection point confirmedConfirm
Is the inspection checklist complete?All applicable checks have been performedConfirm
Are supporting documents ready?Required records are available for inspectionConfirm
Is the installation accessible?Client or consultant can inspect the work safelyConfirm
Is the area clean and properly identified?Housekeeping and equipment identification are satisfactoryConfirm
Is the RFI information accurate?Tag, location, drawing and ITP references are correctConfirm


The key principle is simple: an RFI should be submitted only when the work, documentation and inspection evidence are all ready for formal verification. This is the practical quality control approach emphasized in the source prompt, where work readiness, document verification, internal QA/QC inspection and ITP compliance are treated as prerequisites to client inspection.

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Raising an RFI before work completion can cause immediate rejection.

Using superseded drawings can result in technically incorrect acceptance decisions.

Incorrect instrument tags or locations create traceability problems.

Missing calibration certificates or test records can prevent acceptance even when the physical installation appears correct.

Calling the client before internal inspection wastes inspection time and increases repeated visits.

Ignoring ITP inspection points can create a serious procedural nonconformance.

Poor housekeeping, inaccessible equipment and incomplete documentation also make the installation appear unprepared for formal inspection.

The best approach is simple: correct the work and documentation before inviting the client.

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RFI vs ITP vs Method Statement vs Inspection Checklist
DocumentPrimary purpose
Method StatementExplains how the work will be performed
ITPDefines what is inspected, when it is inspected and applicable inspection controls
RFIFormally notifies the designated party that defined work is ready for inspection
Inspection ChecklistRecords the checks performed and their results

These documents work together. One does not replace another.

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Strong RFI management starts before the inspection request is created.

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Most importantly, construction, engineering and QA/QC should communicate before an RFI is submitted. Many rejected inspections are not caused by difficult technical requirements. They are caused by poor coordination, incomplete documentation or insufficient readiness.

If construction requests an RFI but the required calibration certificate is unavailable, the QA/QC inspector should not present the work as fully ready. The missing record should be resolved before inspection unless the approved procedure specifically permits inspection with the record outstanding.

The inspection should be stopped and the discrepancy investigated. The tag, instrument index, drawing and physical installation must be reconciled before acceptance.

The incorrect termination should be rectified, followed by internal verification against the approved termination drawing. Reinspection should only be requested after the correction is confirmed.

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An instrumentation RFI formally notifies the client or consultant that defined E&I work is ready for inspection.
It provides traceability between the completed installation, approved documents, inspection results and acceptance.

The typical procedure includes work completion, document verification, internal QA/QC inspection, RFI submission, client inspection, rectification and closure.
The exact process depends on the approved project procedure, ITP, contract and client requirements.

The seven practical steps are work completion, document verification, internal inspection, RFI preparation, client inspection, rectification or acceptance and RFI closure.
These steps help control installation quality and maintain proper inspection traceability.

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An instrumentation QA/QC checklist records the required checks for installation, identification, workmanship, testing, calibration and documentation.
It helps the inspector confirm that the work satisfies the applicable project requirements before RFI submission.

An RFI in E&I QA/QC is a formal request for inspection of completed electrical and instrumentation work.
It allows the designated inspecting party to verify the work against approved drawings, specifications, ITP requirements and supporting records.

The procedure normally starts with installation completion and internal verification before the contractor submits the inspection request.
Client inspection, acceptance or rectification is then recorded and the approved RFI becomes part of the project quality documentation.

An RFI should be raised after the defined instrumentation activity is complete and internally verified.
Required drawings, checklists, calibration records, test results and other supporting documents should be available when required.

An instrumentation RFI normally includes the project, area, location, instrument tag, activity description, drawing reference and applicable ITP inspection point.
Supporting checklists, calibration certificates, test records and other required documents should also be included.

The ITP defines the inspection and testing requirements, inspection points and applicable quality controls for the work.
The RFI formally requests inspection when the defined instrumentation activity has reached the required inspection stage.

The RFI is the formal notification requesting inspection of completed work by the designated inspecting party.
The inspection checklist records the individual technical checks performed during the inspection.

A Hold Point normally means that work cannot proceed beyond a defined stage until the required inspection or release is completed.
The actual release requirements must be confirmed from the approved project ITP and contract requirements.

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A Witness Point provides the designated client or inspection party an opportunity to witness a defined inspection or test.
Whether work can continue without attendance depends on the approved ITP and project inspection procedure.

The identified deficiency should be recorded, corrected and internally verified before reinspection is requested.
An NCR or other formal quality record may be required when the condition meets the project’s nonconformance requirements.

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The contractor construction or QA/QC team normally prepares the RFI after confirming that the work is ready for inspection.
The client, consultant or authorized inspecting party performs the required inspection and records acceptance according to the project procedure.

An RFI should not normally be raised when the defined inspection scope or required supporting documentation is incomplete.
Premature requests can result in rejection, repeated inspections, rework and unnecessary project delays.

The QA/QC inspector should verify approved drawings, instrument datasheets, instrument index, hook up drawings, loop drawings, cable schedules and the applicable ITP.
Calibration certificates, test records and installation checklists should also be verified where required.

Common causes include incorrect instrument tags, wrong installation locations, incomplete cable termination, incorrect tubing and missing calibration records.
Superseded drawings, incomplete testing, poor workmanship and inaccessible installations can also cause rejection.

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After acceptance, the inspection result, required signatures, checklist and supporting records are completed according to the project procedure.
The closed RFI is then retained within the QA/QC documentation and final project dossier.

RFI records provide evidence that instrumentation installation activities were inspected before progressing to subsequent testing and commissioning stages.
They also help establish traceability between field installation, engineering documents, inspection results and project handover records.

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A good RFI Inspection Request Procedure is fundamentally a quality control workflow. The strongest EPC teams do not measure RFI performance by how many requests they submit. They measure it by inspection readiness, first time acceptance, traceability and the quality of the final project records.

For instrumentation and E&I work, the most effective approach is to verify the physical installation, approved engineering documents, ITP requirements, testing, calibration and supporting records before inviting the client.

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