National Board
Practices for the conduct of National Board joint reviews are outlined in the National Board RTL Training Course.
 

For National Board joint reviews, useful forms include NB-202, Qualification Review Report; NB-213, RTL’s Recommendation of Applicant for NB Authorization to Register; NB-232, Deficiency Listing for Follow-Up Action; and NB-237, Attendance Sheet. These forms are in PDF format and may be printed for use by a Review Team Leader.

ASME
Requirements for the conduct of ASME joint reviews are described in the document, Conduct of ASME Surveys, Reviews, Audits, Investigations, and Interviews.
 

For ASME joint reviews, useful forms include the Qualification Review Report, Form QB Summary of Manual Deficiencies and Correction Action, Attendance Sheet, Instruction for Completing the Qualification Review and Form QC Implementation Deficiency and Corrective Action. These forms may be printed for use by Review Team Leaders.

Actions to expedite the issuance of certificate(s):

1. Form D should be checked to ensure the information requested has been provided and is correct. On a related note, the corporate/mailing address is the address where all future correspondence will be sent. The plant address is the physical location of the office/shop that will appear on the Certificate of Authorization.
2. The ASME Application for Accreditation should be checked to ensure the information asked for has been provided and is correct.
3. If there is a change in the company name, the company must submit a statement-of-responsibility letter in order to retain the same certificate numbers. If not provided, new certificate numbers will be issued along with new authorized and expiration dates.