01 / AGREE ON THE SCOPE
Start with a question.
Is this a routine check, an unexpected lab result, suspected contamination, or a change in equipment behavior? Explain what prompted the inquiry and what decision the results need to inform.
- Identify the equipment and the exact lubricant product.
- Share existing laboratory reports and relevant product information after arranging a transfer method.
- Confirm the analytical scope and sampling requirements before collecting material.
02 / COLLECT CONSISTENTLY
Follow the agreed sampling procedure.
Use your site’s approved procedure and the instructions agreed for the equipment and test method. Sampling points, operating conditions, containers, and required volumes vary.
- Use the specified clean, compatible sample container.
- Keep tools and containers protected from contamination.
- Use a consistent, designated sample point for trend monitoring.
- Record whether the sample was collected during operation or after shutdown.
- For grease, agree on the collection location and procedure first.
Only trained personnel should sample machinery. Follow site procedures for hot fluids, pressure, moving equipment, and isolation.
03 / RECORD THE DETAILS
Give the result its context.
Sample identity
Unique sample ID
Sampling date and time
Site and asset identifier
Sampling point
Lubricant identity
Manufacturer and full product name
Viscosity grade or grease grade
Approximate lubricant service hours
Known mixing or product changes
Equipment history
Equipment type and model
Equipment hours or mileage
Operating temperature, if known
Top-ups and recent maintenance
Your question
Reason for analysis
Observed symptoms or recent events
Previous sample IDs or reports
Relevant OEM or supplier guidance
Download sample record sheet ↓04 / ARRANGE SHIPMENT
Confirm acceptance before dispatch.
Obtain receiving instructions and identify any special handling requirements. Use compatible packaging and a secure closure, and provide the product safety data sheet when requested.
Shipping classification and carrier requirements depend on the actual material. Do not send unknown or hazardous materials without prior arrangements.
Arrange sample submission ↗