| Product classification | EN 13889; ASME B30.26; applicable Chinese lifting-equipment requirements | Define whether the shackle is intended for general lifting, rigging, marine use, or non-lifting applications. The working load limit must be clearly identified for the intended configuration. | Approved drawing, product specification, application statement, and rated-load chart |
| Stainless-steel material | ASTM A276/A276M; ASTM A479/A479M; EN 10088 series | The material grade should be selected according to corrosion exposure and mechanical-load requirements. Common austenitic grades include 304/304L and 316/316L; the selected grade must be stated on the purchase specification. | Mill test certificate showing heat number, chemical composition, mechanical properties, and product form |
| Chemical composition | ASTM A276/A276M or the material standard specified in the contract | Verify chromium, nickel, carbon, molybdenum, manganese, silicon, phosphorus, and sulfur values against the ordered grade. Low-carbon 304L or 316L may be specified where welding or improved resistance to sensitization is required. | Heat-analysis report and, when required, positive material identification report |
| Forging process | Approved forging procedure; material standard; EN 13889 where applicable | Forged bodies should have controlled grain flow, consistent section thickness, and no visible laps, cracks, folds, or harmful forging defects. Heat-treatment parameters should be controlled and traceable when required by the material grade. | Forging-process record, heat-treatment chart, operator record, and batch traceability |
| Design and load rating | EN 13889; ASME B30.26; project-specific engineering requirements | The body, pin, crown, and threaded components must be designed for the declared working load limit. The design should account for loading direction, sling angle, side loading, and intended pin configuration. | Design calculations, finite-element review where used, and approved technical drawing |
| Dimensional inspection | Approved product drawing and applicable product standard | Check body diameter, bow width, inside length, pin diameter, thread dimensions, hole alignment, and overall dimensions. Measuring equipment should be calibrated and suitable for the required tolerance. | Inspection report with actual measurements, drawing revision, and calibrated-equipment identification |
| Surface condition | ASTM A380/A380M; ASTM A967/A967M where chemical passivation is specified | Surfaces should be free from cracks, sharp edges, damaging laps, embedded iron, scale, and contamination. Cleaning and passivation should be controlled to restore a uniform corrosion-resistant surface after manufacturing. | Surface-inspection record, cleaning/passivation procedure, and treatment batch record |
| Thread and pin fit | Approved drawing; applicable thread specification; EN 13889 or ASME B30.26 where relevant | The pin must engage correctly, seat fully, and be removable without abnormal force. Threads should be clean, undamaged, and compatible with the specified pin and body. Safety features must operate as designed. | Thread-gauge record, assembly check, functional test, and visual inspection report |
| Proof-load testing | EN 13889 or the load-test requirement stated in the purchase order | Apply the specified proof force using calibrated equipment and the correct loading arrangement. The test load, holding time, and acceptance criteria must follow the selected standard or approved test procedure. | Proof-load certificate showing serial or batch number, applied load, equipment calibration, and result |
| Tensile or breaking-load verification | EN 13889; customer-approved destructive-test plan | Where required, a representative sample is loaded to failure to validate design capacity. Destructive testing should be performed on a defined sampling basis and must not be substituted for routine proof testing unless approved. | Laboratory test report, load-versus-displacement data, failure mode, and sample traceability |
| Non-destructive examination | ASTM E1444/E1444M for magnetic-particle testing where applicable; ASTM E1417/E1417M for liquid-penetrant testing | Liquid-penetrant testing is generally suitable for detecting surface-breaking discontinuities in nonmagnetic stainless steels. Magnetic-particle testing is limited by the magnetic properties of the material and must be technically justified. | NDT procedure, qualified personnel record, inspection map, indications, and disposition |
| Corrosion-resistance verification | ASTM A967/A967M; ASTM B117 only when a salt-spray test is specifically required | Corrosion performance depends on alloy, surface condition, cleaning, passivation, environment, and maintenance. A salt-spray duration should not be treated as a universal service-life prediction for stainless-steel shackles. | Passivation test record, corrosion-test report when specified, and environmental suitability statement |
| Marking and traceability | EN 13889; ASME B30.26; applicable regulatory marking rules | Permanent marking should identify the working load limit, size or designation, material or grade where required, and traceability information. Markings must remain legible after normal handling and inspection. | Photographic marking record, batch or heat-number register, and product identification list |
| Quality-management system | ISO 9001:2015 | A quality-management system should control contract review, purchasing, production, inspection, nonconforming products, corrective action, document retention, and calibration. | Valid certificate from an accredited certification body and documented quality procedures |
| Environmental management | ISO 14001:2015, when requested by the purchaser | The system should address chemical handling, wastewater, waste segregation, energy use, and environmental compliance. Certification supports management-system verification but does not replace product testing. | Current environmental-management certificate and relevant compliance records |
| Occupational health and safety | ISO 45001:2018, when requested by the purchaser | The system should control risks associated with forging, heat treatment, machining, chemical passivation, lifting operations, and pressure or load testing. | Current certificate, risk assessments, training records, and safety procedures |
| Final release inspection | Approved inspection and test plan | Confirm quantity, dimensions, marking, surface condition, assembly, proof-test status, documentation, packaging, and protection against contamination before shipment. | Final inspection report, certificate of conformity, packing list, and release authorization |
| Documentation package | Purchase specification and customer inspection requirements | The package should be consistent, traceable, and matched to the delivered batch. Certificates should identify the applicable standard, product designation, quantity, test results, and authorized approval. | Material certificate, dimensional report, proof-load certificate, NDT report, certificate of conformity, and user instructions |