14.1 Quantitative Report Content Requirements
Key Takeaways
- A Level II quantitative report must identify client/site, equipment IDs, date/time, load and environmental conditions, camera model/serial, and the full radiometric parameter set (ε, RAT, atmosphere, RH, distance, and window τ when used)
- Measured temperatures, ΔT versus a defined reference, severity/priority, and actionable recommendations are required decision fields—not optional narrative color
- Level II quantitative reports support temperature-based severity; Level I qualitative reports emphasize pattern recognition and may omit fully defended absolute temperatures
- Missing load, wrong identity, or undocumented parameters make Priority numbers non-defensible even if the image looks dramatic
- Report templates should force completeness: every finding row ties image evidence to parameters, conditions, and recommended action with owner and urgency
A thermogram without a complete report is only a picture. Level II certification expects you to produce quantitative reports: documents in which temperatures, deltas, priorities, and recommendations can be audited against known conditions and camera settings. This section lists the required content fields, explains why each field exists, and draws a bright line between Level II quantitative deliverables and Level I qualitative work.
Why Report Completeness Is a Safety Control
Severity systems in Chapter 8 (NETA-style ΔT bands, absolute OEM/ANSI limits, ISO machinery zones, ASHRAE envelope criteria) are only as good as the metadata that justifies them. A Priority 1 on a lug with no equipment ID, no load, and default emissivity cannot be executed safely by operations. Courts, insurers, and internal reliability reviews treat the signed report as the organization’s thermal condition statement—the same seriousness as Chapter 13 sign-off.
| Incomplete field | Typical failure mode |
|---|---|
| No equipment ID | Crew opens wrong cubicle |
| No load / % rated | Electrical ΔT mis-ranked |
| No ε / RAT | Apparent T wrong by tens of °C |
| No date/time | Cannot trend or prove conditions |
| No camera serial | Calibration/traceability gap |
| No recommendation | Finding becomes shelfware |
Minimum Header Block: Who, Where, When, With What
Every quantitative report needs a stable header (cover or first page) that answers basic provenance questions before any finding table appears.
| Field | What to record | Why Level II needs it |
|---|---|---|
| Client / site | Legal entity, plant or building name, address or site code | Ownership, confidentiality boundary, return access |
| Work order / scope | PO, survey ID, promised route (e.g., “all 480 V MCCs Building B”) | Completeness vs limited-scope honesty |
| Date and time | Local date; start/end or per-image timestamps | Load state, solar/ambient correlation, trending |
| Thermographer | Name, cert level, company | Accountability |
| Reviewer (if any) | Level II QA signature when Level I collected | Chapter 13 trail |
| Camera model and serial | Exact instrument ID | Calibration certificate linkage |
| Lens / FOV (when relevant) | e.g., 24°, 45°, close-up | Spot-size / IFOV defensibility |
| Software | Analysis package and version | Reproducibility of ΔT tools |
Exam mindset: “FLIR camera” is not a model/serial. Quantitative reports name the specific instrument used for the numbers people will act on.
Conditions Block: Load, Process, and Environment
Quantitative severity is condition-dependent. Electrical contractor-convention priorities in this guide assume meaningful load (about ≥40% of rated where applicable). Mechanical and building surveys need analogous condition notes.
| Domain | Condition fields to capture |
|---|---|
| Electrical | Amps or % rated per circuit or phase where findings exist; system voltage class; whether equipment was energized and normal process load |
| Mechanical | Running vs idle; RPM/load if available; time since start for warm-up fairness |
| Steam | Line pressure/status; trap duty; ambient |
| Building envelope | Interior vs exterior air temperatures; wind; precipitation; solar exposure; time relative to sunset for roofs |
| General | Indoor/outdoor ambient air temperature; notable weather; access limits |
If conditions are inadequate for standard priorities (low electrical load, envelope ΔT too small, roof surveyed in wind > site limit), the report must qualify findings or schedule re-inspection—not invent a full Priority map.
Radiometric Parameter Block (Per Survey or Per Image)
Level II reports must state the five core camera parameters plus window transmittance when an IR window is in the optical path:
| Parameter | Symbol / note | Report expectation |
|---|---|---|
| Emissivity | ε | Value used; surface basis (paint, oxide, tape) |
| Reflected apparent temperature | RAT / T_refl | Value and method (foil/reflector, assumed ambient) |
| Atmospheric temperature | T_atm | Path air temperature used in camera |
| Relative humidity | RH | % used in camera |
| Object distance | d | Camera-to-target distance |
| Window transmittance | τ | When viewing through IR window; model/age if known |
Best practice is to record parameters in the radiometric file and echo them in the finding table or appendix so a PDF-only reader still sees them. Global defaults (“ε = 0.95 everywhere”) are acceptable only when surfaces truly match; mixed metal/paint routes need per-target or per-class documentation.
| Surface class (teaching ranges) | Typical ε handling in report |
|---|---|
| Paint, plastic, rubber, water | Often 0.85–0.98; state value |
| Oxidized metals | Mid-range; justify or use tape |
| Bright/polished metals | Low ε; require tape/paint method notes |
Finding-Level Quantitative Fields
For each anomaly (and, for high-value routes, for key normals used as baselines), capture:
| Field | Content |
|---|---|
| Equipment ID | Tag matching nameplate / CMMS / one-line |
| Location description | Building, lineup, elevation, phase |
| Image references | IR file ID + paired visual ID |
| Measured temperature(s) | Spot, area max/avg as used; units °C or °F consistently |
| Reference temperature | Sister phase, similar component, baseline, ambient—define which |
| ΔT | Measured − reference, with same units |
| Severity / priority | e.g., P1–P4 per site map; or ISO zone; or absolute-limit flag |
| Confidence / limits | Window, load, access, qualitative-only flags |
| Recommendation | Action, urgency, owner suggestion |
| Follow-up | Re-inspect date, outage need, trending link |
Priority map (recall)
Experience-Based criteria, Infraspection Standard §10.1 — relative ΔT versus a similar component under similar load, P1 most severe:
| Priority | ΔT band | Action gist |
|---|---|---|
| P4 | 1–10 °C | Monitor / next inspection |
| P3 | >10–20 °C | Schedule repair at next outage |
| P2 | >20–40 °C | Repair soon |
| P1 | >40 °C | Immediate action / consider de-energize per procedures |
Absolute OEM or code limits can override a mild relative band. Building and machinery findings use their own criteria (Chapters 8, 9, 10) but still need the same identity, condition, and parameter package.
Recommendations: Closing the Loop
A quantitative report that stops at “hot” fails the purpose of inspection. Recommendations should be specific, prioritized, and feasible:
- What to do (torque, replace, clean, rebalance, reseal, re-insulate, re-inspect under load).
- How urgent (aligned to Priority / absolute risk—not vague “ASAP” for everything).
- What to verify after repair (post-repair IR, contact check, load test).
- What remains open (locked rooms, low load, weather-limited envelope).
| Weak recommendation | Stronger Level II recommendation |
|---|---|
| “Check connection” | “De-energize per LOTO; inspect and re-torque A-phase lug on MCC-3-B4; re-image at ≥40% load within 7 days” |
| “Monitor” | “P4: include in next quarterly route; alarm if ΔT exceeds 10 °C vs sister phase” |
| “Fix insulation” | “Seal air gap at north parapet flashing; re-survey after ≥10 °C indoor–outdoor ΔT” |
Level II Quantitative vs Level I Qualitative Reports
Both levels produce valuable work, but the claim strength differs.
| Aspect | Level I (often qualitative / pattern-focused) | Level II quantitative |
|---|---|---|
| Primary product | Thermal patterns, comparative hot/cold, routing exceptions | Defended temperatures, ΔT, priority numbers |
| Parameters | May use defaults; less rigorous documentation | ε, RAT, atm, RH, distance, τ documented and justified |
| Severity | Qualitative language (“warmer than siblings”) or supervised Priority | Priority/absolute calls tied to conditions and math |
| Load / conditions | Sometimes omitted | Required for electrical severity claims |
| Camera traceability | Helpful | Expected (model/serial) |
| Audience use | Screening, training routes, flagging | Work orders, outage planning, liability-grade records |
| Level II role | Collect or draft under supervision | Author quantitative package and/or QA Level I drafts |
Honest hybrid: A Level I may capture excellent images that a Level II promotes to quantitative status only after parameters, load, identity, and severity are verified (Chapter 13). Conversely, Level II may intentionally issue a qualitative-only statement when geometry, windows, or access prevent trustworthy radiometry—label it qualitative rather than inventing fake precision.
Report Structure That Survives Audit
A practical Level II template order:
- Cover / header — client, site, dates, personnel, camera serials, scope statement
- Executive summary — count of findings by Priority; top P1/P2 actions; major limitations
- Methodology — standards referenced (NETA-style bands, ISO, ASHRAE as used), load policy, parameter policy
- Findings table — one row per anomaly with all quantitative fields
- Image appendix — paired IR + visual (Section 14.2)
- Open items / limited scope — incomplete coverage, low load, weather
- Signatures — author and Level II reviewer when applicable
Worked Completeness Checks
Scenario A — Missing load. Finding table shows 28 °C ΔT, Priority 2, no amps. Level II either obtains load from operations logs for that timestamp or withdraws standard Priority language until re-inspected ≥40% load.
Scenario B — Full quantitative row. Client ACME Plant 3; MCC-2 Bucket 7 A-phase; 2026-08-12 14:22; 62% FLA; camera model X serial Y; ε = 0.95 on painted lug, RAT 24 °C foil method, T_atm 23 °C, RH 45%, d = 1.5 m; T_meas 71 °C, sister phase 48 °C, ΔT 23 °C → P2; recommend planned outage repair within 24–72 h per site policy; re-IR after torque.
Scenario C — Qualitative honesty. HV yard through unknown aged window, τ unknown, no safe tape access. Report: pattern shows A-phase bushing warmer than B/C; qualitative only; schedule outage for contact/window-corrected quantitative pass.
Common Traps
| Trap | Correct practice |
|---|---|
| Pretty PDF with orphan images and no table | Every finding has a data row |
| Priority without ΔT definition | State reference (peer, baseline, ambient) |
| Mixing °C and °F in one table | One unit system throughout |
| Claiming Level II quantitative with Level I defaults unreviewed | Verify parameters first |
| “All equipment normal” with no conditions or coverage proof | State scope, load, and evidence basis |
| Recommendations that ignore Priority | Align urgency language to severity |
Summary for Recall
Level II quantitative reports bind identity, time, conditions, camera, radiometric parameters, temperatures, ΔT, severity, and recommendations into one auditable package. Client and equipment IDs prevent wrong-target work; load and environment make electrical and envelope priorities valid; ε/RAT/atm/RH/distance/τ make numbers real; Priority and recommendations turn data into maintenance. Level I qualitative reports may flag patterns without full radiometric defense; Level II either completes that defense or explicitly limits the claim. Incomplete fields are not cosmetic gaps—they are reasons to qualify, re-inspect, or refuse a full clean bill of health.
Which set of fields is most characteristic of a Level II quantitative finding row rather than a purely qualitative Level I note?
A report lists Priority 2 on a bolted connection with excellent IR/visual pairs but omits load current and leaves emissivity at the camera default with no surface note. What is the strongest Level II critique?
When is it appropriate for Level II to issue a deliberately qualitative (non-Priority-number) electrical statement?
Which header field best supports calibration and instrument traceability for a quantitative report?