Explore the priorities in concept review, structural design, control integration and commissioning—and how each stage connects.
02
01 / ENGINEERING METHOD
One objective. Clear engineering questions.
Mechanics, processes and controls have distinct priorities, but must agree on interfaces and acceptance conditions.
Choose a discipline to see review priorities and stage outputs.
How is the part located, and how is motion achieved?
Consider part datums, force directions and motion space together with manufacturing, assembly and routine maintenance.
Do locating and clamping affect critical machined surfaces?
Is there interference within the motion envelope?
Are wear parts and maintenance points accessible?
Potential stage deliverables
Structural concept, key-mechanism descriptions, layout and interface conditions
Where does time go, and where is the bottleneck?
Assess execution, handling, waiting and inspection separately. Identify sequential and parallel actions and agree a consistent cycle-time definition.
Are incoming and inter-operation conditions consistent?
Are auxiliary actions included in the target cycle time?
How are changeover and operator intervention assessed?
Potential stage deliverables
Process flow, cycle-time breakdown, changeover and exception scenarios
What permits a start, and how does recovery work?
Build control relationships around states and actions. Define mode changes, machine handshakes and alarm recovery before arranging information displays.
Are action prerequisites and interlocks clearly defined?
Do upstream and downstream systems share signal definitions?
Are pause, disconnect and recovery paths clear?
Potential stage deliverables
Action sequences, signal list, HMI and interface definitions
02 / VALIDATION LOGIC
From parts to systems. Validate layer by layer.
Build validation checks around agreed parts, processes and operating conditions. Record results and track issues through resolution.
01
Check the foundations
Component & Assembly Checks
Drawing revisions, assembly relationships, fasteners, connections and motion accessibility.
Stage focusConfirm assembly conditions before testing actions.
02
Verify action logic
Action & Station Commissioning
Manual actions, limits, position conditions and interference between stations.
Stage focusRecord action conditions and address observed faults.
03
Check process coordination
Integration & Exception Scenarios
Upstream/downstream handshakes, stops, recovery, alarms and parameter changes.
Stage focusConfirm the impact and recovery path of each exception.
04
Test with actual parts
Loaded Trials & Acceptance
Check process results and cycle time using agreed samples, measurement methods and operating conditions.
Stage focusArchive results, outstanding issues and follow-up arrangements.
03 / SHARED ACCEPTANCE CRITERIA
Define acceptance before designing the solution.
A metric is comparable only when test conditions are defined. Both parties agree project targets around actual requirements.
Scroll the table horizontally to see all conditions.
Conditions to agree during technical evaluation
Topic
Conditions to define
Why it matters
Parts & Incoming Material
Drawing revision, material, dimensional variation and incoming condition
Avoid incomparable results from different workpieces.
Process Results
Critical features, inspection methods, gauges and decision criteria
Align machining results with acceptance criteria.
Machine Cycle Time
Start/end points, inclusion of loading/inspection and operator involvement
Distinguish motion time from actual production time.
Changeover & Continuous Operation
Product mix, changeover steps, test duration and operating conditions
Identify constraints during changeover and operation.
Handover & Issue Closure
Responsibility boundaries, document list, outstanding issues and sign-off method
Make completed and outstanding work explicit.
04 / ENGINEERING HANDOVER
Beyond the machine. Share what keeps it running.
01
Operation & Maintenance
Discuss operating modes, alarm handling, routine checks and wear-part replacement so staff understand the equipment’s operating boundaries.
02
Drawings & Revisions
Agree which drawings, program backups and document versions to deliver, including change records and the contact route for updates.
03
Site & Interfaces
Confirm site layout, upstream/downstream interfaces and connection requirements. Define each party’s scope separately where existing equipment is involved.
04
Issues & Feedback
Compile commissioning issues, action records and outstanding items, then track confirmation through the agreed process.
Support and documentation scope must be confirmed for each project.
FROM REQUIREMENTS TO ENGINEERING
Start with the part, process and site. Make the requirements concrete.