Establish the source record
Record the customer, project, drawing/artwork identifiers and revisions, files received, intended function, quantity, timing and confidentiality boundary. Conflicting or superseded files are resolved before technical assumptions spread.
- Drawing/artwork/schematic/BOM/sample inventory
- Revision and source-of-truth decision
- Contact, project, NDA and distribution boundary
- Prototype and repeat-volume context
Translate function into review inputs
Separate required outcomes from proposed construction. Electrical, thermal, mechanical, environmental, assembly, regulatory and evidence needs become explicit fields; unknowns stay marked unknown.
- Nominal, tolerance and worst-case functional targets
- Interfaces and application boundary conditions
- Acceptance method, sample, records and traceability
- Customer-owned versus supplier-proposed decisions
Select a conditional construction route
Map substrate, functional layers, sequence, geometry, termination, protection, assembly and inspection as one compatible route. Identify which values are supported, by drawing, by application review, or require a prototype.
| Label | Meaning |
|---|---|
| Supported by evidence | A reviewed source applies to the exact statement and scope |
| By drawing | The released customer/manufacturing drawing will control the value |
| By application review | The choice depends on system interfaces or conditions not fixed yet |
| Prototype validation required | The decision cannot be closed responsibly from documents alone |
| Outside quoted scope | Responsibility remains with the customer, assembler, partner, or another agreed owner |
Make exceptions visible
A review record lists unresolved conflicts, assumptions, risk owners, evidence gaps, proposed tests and the decision needed. Silence is not approval. A high-risk unknown either blocks the quote/release or is converted into a clearly bounded evaluation stage.
- Canonical drawing or requirement conflict
- Material/process compatibility gap
- Unverified capability or inspection limit
- Safety/regulatory or final-system responsibility
- Customer approval, sample or data needed
Issue a bounded output
The output connects the quoted construction, exclusions, open items, prototype/validation plan, acceptance basis, evidence deliverables, revision and commercial assumptions. Any later change reopens the affected technical and commercial decisions.
Preserve the decision trail
- Approved inputs and revision
- Decision/assumption log
- Construction and control-plan references
- Sample and validation results
- Nonconformance/deviation approvals
- Change history and affected deliverables