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Free PSI Report Template

Mechanical Parts & Components — Pre-Shipment Inspection Report Template

The full checkpoint checklist for a pre-shipment inspection of machined and fabricated mechanical parts and components — dimensions and tolerances, material and finish, thread and fastener checks, functional fit and surface treatment — structured to ANSI/ASQ Z1.4 (ISO 2859-1) sampling, with AQL defect classification built in. Read the full checklist below, or download the editable Word version to use on your next shipment.

Category: Mechanical Parts & Components Inspection: Pre-Shipment (PSI) Sampling: ANSI/ASQ Z1.4 Format: Word (.docx) Updated: July 2026
Built by industry experts with decades of hands-on QA/QC experience.
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The full report as a fillable Word document — sections, checkpoints, sampling tables and defect log ready to use. Free.

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What this template covers

Every mechanical parts & components PSI report is graded across nine result criteria. The inspector records a result and note for each, and the overall lot is judged Pass / Pending / Fail against the AQL.

A
QuantityBooking vs. produced vs. packed, and cartons available and opened.
B
Package & PackagingPacking method, artwork, shipping marks, barcodes and carton strength.
C
Style / ConstructionConformity to the approved sample & tech pack, materials and construction.
D
Logo, Labelling & MarkingsLogo, labels, product barcode, warning and compliance labels.
E
AccessoriesAccessories and instruction literature vs. the approved sample.
F
Measurement DataKey dimensions vs. spec and tolerance across the sample.
G
Functional & PerformanceFunction, safety and performance tests for the category.
H
Other Client RequirementsAny buyer-specific specs or destination-market rules.
I
WorkmanshipVisual and surface defects logged as critical, major or minor.

Sampling & AQL

The template samples to ANSI/ASQ Z1.4 (ISO 2859-1), with separate sample sizes for visual & workmanship, functional tests and special checks. Defects are recorded against the accept/reject numbers for your chosen AQL and inspection level. Need the numbers? Use the free AQL Sample Size Calculator.

Critical

May harm the user or breach mandatory regulations. Accept number is 0 — a single critical defect fails the lot.

Major

Reduces usability or salability; likely to cause customer returns. Judged against the major AQL (commonly 2.5).

Minor

A deviation unlikely to reduce usability or salability. Judged against the minor AQL (commonly 4.0).

The full inspection checklist

Every checkpoint the report walks through, in order. Each is scored at your chosen inspection level and recorded with photo evidence. Not every checkpoint applies to every product — delete any that don't fit yours when you edit the template.

2

Package & Packaging

2.1PACKING VISUAL CHECK

Packing method and conditions / Retail package artworks / Correct content within the package / Quantity of items & accessories within the package / Presence of correct version of printed literature within the package

2.2SHIPPING MARKS

Conform with client specifications / Shipping marks / labels and their position

2.3BARCODE VISUAL CHECK

All the barcodes need to be clean / Barcode type as requested / Positions as per client requirements

2.4PACKAGING PROTECTION

Check individual poly bag/foam/blister protects part from scratches, corrosion, and transit damage

2.5CARTON STRENGTH & SEALING

Verify carton board strength (burst/edge crush) suitable for part weight, proper taping/sealing pattern

2.6ANTI-RUST PACKAGING

Confirm VCI paper/oil coating/desiccant used for metal parts to prevent corrosion during transit

3

Style / Construction

3.1CHECK THE CONFORMITY OF THE PRODUCT COMPARED TO THE APPROVED SAMPLE

Same style/materials with approved sample.

3.2CHECK THE CONFORMITY OF THE PRODUCT COMPARED TO THE TECHNICAL FILE OF THE CLIENT

Same style/materials with technical file of the client.

3.3MATERIAL VERIFICATION

Confirm material grade (metal alloy/plastic resin type) matches approved spec/drawing via visual/material cert

3.4DIMENSIONAL CONFORMANCE TO DRAWING

Check part construction, fitment features, mounting points match approved engineering drawing/CAD

3.5PLATING/COATING TYPE

Verify plating (zinc, chrome, powder coat) type and thickness matches spec using coating thickness gauge

3.6WELD/JOINT INTEGRITY

Inspect welds, rivets, or bonded joints for completeness, no cracks or cold joints

3.7THREAD VERIFICATION (GO/NO-GO)

Check threaded features with go/no-go gauges per the drawing callout (e.g. M6×1). / The go gauge must engage fully; the no-go gauge must not exceed the allowed turns.

4

Logo, Labelling & Markings

4.1LOGO

Logo quality, colors, dimensions, positioning, and alignment must conform with client specifications.

4.2LABEL & MARKING TEST

Correct content within the label & marking.

4.3BARCODE VISUAL CHECK ON PRODUCT

All the barcodes need to be clean. / Barcode type as requested. / Positions as per client requirements.

4.4PART NUMBER MARKING

Verify part number/OEM code laser-etched or molded correctly, legible and matches drawing

4.5WARNING/SAFETY LABELS

Confirm required safety/warning labels (e.g., torque spec, orientation arrows) present, correct text and placement

5

Accessories

5.1ACCESSORIES CHECK

Accessories (if any) / Instruction Literature (if any)

5.2MOUNTING HARDWARE COMPLETENESS

Verify bolts, clips, gaskets, seals, and brackets included per BOM, correct quantity and type

5.3INSTALLATION INSTRUCTIONS

Confirm instruction sheet/manual included, correct language and matches part revision

7

Functional & Performance

7.1WEIGHT CHECK

Weight shall match the product specification / approved sample. / Unless otherwise specified, tolerance ±5 %.

7.2SHIPPING CARTON STACKING TEST

One column of export carton will be piled up to a height of 2.5m or as intended to be palletized for four hours. After the test, the bottom carton must show no compression that would affect the carton's shape and no damage to the product inside.

7.3SHIPPING CARTON DROP TEST

Height and drop sequence according to ISTA 1A procedure. Freefall on hard floor on one corner, three (3) edges, six (6) faces from ..... cm.

7.4FUNCTIONAL TEST

Operate each function as intended for use / The product needs to function in compliance with the information provided.

7.5FATIGUE TEST

Operate functional and adjustable parts (if applicable), 20 times. Functions shall respond properly; no damages or blocked function shall occur.

7.6ADHESIVE TEST

Apply 3M-type tape over the printing/screening and pull off at a 45° angle. / Markings must remain clearly legible; adhesive labels must not work loose or curl at the edges.

7.7BARCODE SCAN TEST

All the barcodes need to be clean and readable with a barcode reader and the reading must correspond to client's information and printed numbers / characters. / Barcode type as requested. / Positions as per client requirements

7.8SALT SPRAY TEST

Conduct salt spray (fog) test per ASTM B117 / ISO 9227 for specified hours (e.g., 48-96h) to verify corrosion resistance; no red rust or blistering

7.9FUNCTIONAL FIT TEST

Mount part on jig/mating component to confirm proper fit, alignment, and function (e.g., valve opens/closes, bracket aligns)

7.10TORQUE/PULL TEST

Apply torque or pull force to fasteners/joints to verify holds spec load without failure

7.11PRESSURE/LEAK TEST

For fluid-carrying parts (hoses, seals), pressure test to verify no leakage at rated pressure

7.12TEMPERATURE CYCLING TEST

Subject sample to thermal cycling per spec to verify no cracking, warping, or performance degradation

8

Other (Client) Specifications / Requirements

8.1CLIENT REQUIREMENT

9

Workmanship

9.1PRODUCT VISUAL CHECK

Product physical conditions, appearance & cleanliness

9.2SURFACE DEFECTS

Inspect for burrs, flash, sharp edges, scratches, dents, or discoloration on visible/functional surfaces

9.3RUST/CORROSION CHECK

Check for any pre-existing rust, oxidation, or corrosion spots on metal components prior to shipment

9.4FLASH/BURR REMOVAL

Verify molded/machined parts free of flash, burrs, or sharp edges that could injure or affect assembly

Inspection conditions & site observations

A complete report also records the conditions under which the inspection was carried out — because a clean checklist means little if the sampling wasn't trustworthy:

Working environmentInspection area and lighting adequate; housekeeping; overall state of the facility.
Random samplingSamples selected at random by the inspector from sealed export cartons.
CalibrationMeasuring instruments provided with valid calibration records.
IntegrityFactory cooperation, any restrictions on access, time or photography, and whether the inspection was completed in full.

How to use this template

Set your AQL and inspection level, then fill the report as you inspect. The defect log tallies critical / major / minor against the accept/reject numbers so the Pass / Pending / Fail decision is objective. Attach photos to each section.

Tip: the sampling in this template follows ANSI/ASQ Z1.4. Get the exact sample size and accept/reject numbers for your order with the free AQL Sample Size Calculator before you start.

Download the editable template

The full report as a fillable Word document — sections, checkpoints, sampling tables and defect log ready to use. Free.

Word (.docx) · Free · No watermark

Enter your email to unlock the free download. By continuing, you agree to join our mailing list. Unsubscribe anytime.

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