Check the contents
Include the required model, drawing, material information and revision record in the checklist appropriate to your project. Verify that the files open in the receiving workflow and that temporary annotations have not been mistaken for instructions. Keep approvals and exceptions visible. A list that is copied without inspection is a memory aid, not evidence that a release was checked.
Record the handoff
Note the recipient, date, package identity and purpose of the release. Explain whether the files are for quotation, prototype work or production. Those uses imply different decisions, so do not leave the supplier to guess. Store the sent package where it can be recovered later. A clear record makes follow-up questions easier and helps prevent an exploratory design from being treated as an approved order.
A practical review checklist
- Check all required files.
- State the handoff purpose.
- Store the exact sent package.
Further reading
General design-planning material. Actual specifications, machine operation and safety decisions require suitable qualified expertise.