This is a planning checklist, not a compatibility or performance approval. Do not share confidential process recipes through a public web form. A final recommendation requires review of the actual application and controlled product data.
1. Define the use case
- □ Facility, tool or chemical-production line and installation position.
- □ Bulk, recirculation, final, dispense or point-of-use duty.
- □ Existing full part number, housing model and a clear label photograph, if applicable.
- □ Reason for review: new project, second source, availability, pressure drop, service life, defects, cost or obsolescence.
- □ Project phase and the date when the specification or supplier list will be frozen.
2. Confirm the process media
- □ Chemical name, grade, concentration and current SDS.
- □ Blend components, solvent, oxidiser, dissolved gas or surfactant that may affect compatibility.
- □ Viscosity and density at the operating temperature when flow is a selection factor.
- □ Required pre-wet condition and acceptable wetting fluid.
- □ Materials and seals that are prohibited by the process or facility standard.
3. Map the operating envelope
- □ Normal, minimum and maximum flow.
- □ Inlet pressure, downstream pressure and allowable clean differential pressure.
- □ Change-out differential-pressure limit and expected duty cycle.
- □ Normal and maximum temperature, including cleaning or sanitisation excursions.
- □ Continuous, batch, recirculating, pulsed or dispense flow.
- □ Expected service life or processed volume used for comparison.
4. Check the hardware interface
- □ Cartridge length, outside diameter, end-cap/adapter and seal dimensions.
- □ Inlet/outlet type, fitting size, flow direction and available installation envelope.
- □ Housing material, surface condition and vent/drain arrangement.
- □ Current upstream and downstream components that can affect particles or pressure drop.
- □ Photographs or controlled drawing showing the interface—not only a shortened catalogue name.
5. Agree the quality and performance criteria
- □ Retention claim and the test method behind it; do not compare pore labels alone.
- □ Particle challenge, size range and removal/retention acceptance criterion.
- □ Flow and pressure-drop comparison at a defined fluid and temperature.
- □ Extractables, ionic contamination, metals, TOC or other cleanliness limits, where required.
- □ Gel, microbubble or defect-reduction objective and how it will be measured.
- □ Integrity-test method, limits and test timing.
- □ Required CoA, CoC, traceability, inspection record or change-notification document.
6. Write the sample plan before shipment
- □ Sample grade, configuration, quantity, lot relationship and labelling.
- □ Baseline incumbent part and whether the test is parallel, sequential or position-limited.
- □ Incoming inspection, flushing, pre-wet and handling procedure.
- □ Test owner, site, start date, duration and data-capture method.
- □ Pass, conditional-pass and fail criteria agreed in writing.
- □ Stop conditions that protect the process, tool and personnel.
- □ Disposition of samples and data after the test.
7. Complete supplier approval
- □ Legal manufacturer and product identity.
- □ Quality-management documents and audit requirements.
- □ Lot traceability, nonconformance, corrective action and change-control process.
- □ Manufacturing location, origin and export/import document needs.
- □ MOQ, sample terms, production lead time, Incoterm and destination.
- □ Continuity plan, escalation contact and any approved local support arrangement.
8. Record the decision
- □ Test data and deviations attached to the qualification record.
- □ Approved part, process position, conditions and limitations stated explicitly.
- □ Open issues, owner and due date documented.
- □ Controlled production-lot plan agreed before volume conversion.
- □ Requalification triggers defined for product, process, material, site or specification changes.
Minimum information for Zhongfu review
For the fastest initial screening, send the full current part number or label photo, chemical/SDS, process position, flow, pressure drop, temperature, connection, quality target, sample quantity and destination. We will identify missing information before discussing a formal selection.
Build a structured qualification RFQ
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