01 · Define
Identify the part
Use a material, drawing reference, dimensions, and quantity.
Request alignment
Quality control
Make acceptance criteria part of the inquiry so available checks and documentation can be discussed for the specific order.
Before the order
State what must be reviewed
Requirements vary by project. Share the criteria and documents relevant to the request instead of relying on assumptions.
- Drawing
- Provide the latest dimensional drawing or profile.
- Criteria
- List the acceptance points relevant to the order.
- Documents
- Ask which order-specific records can be discussed.
A clear handoff
Keep the request traceable
02 · Align
List acceptance points
Describe the checks that need to be discussed for this request.
03 · Confirm
Review available records
Confirm the document scope during the order discussion.
Start the conversation
Share the acceptance criteria
Include the material, part reference, drawing, quantity, and order-specific review points.
Discuss quality requirements