Open with the product constraints
Ask what must fit, what moves, what gets connected, and what operating conditions apply. Identify the source of each requirement and which assumptions remain provisional. Use the design guide to move from duty to interfaces and construction. Keep proposed solutions distinct from fixed requirements so the team can compare alternatives without repeatedly reopening the product objective.
Questions that lead to useful decisions
| Ask | Seek an answer from | Record |
|---|---|---|
| What movement and service events must be represented? | Mechanical and reliability owners | Motion history and test objective |
| What exact terminal drawing controls the interface? | Electrical, mechanical and purchasing owners | Part number and drawing revision |
| Which construction or tolerances need process confirmation? | Fabrication and assembly providers | Proposed change and approval |
| What evidence permits release or acceptance? | Design and quality owners | Inspection or test requirement |
Make each review question answerable
Ask which drawing defines the mating terminal, where local thickness is measured, how the moving span is restrained, and which nets need special verification. Use the DFM checklist to connect these questions to actual files. Replace vague prompts such as is this reliable with a defined use condition, acceptance requirement, and evidence needed to support it.
Close with decisions and unresolved work
For every issue, record the chosen option, its rationale, the approving owner, and affected files. Assign unresolved investigations and dates without disguising them as approved requirements. Read the final action list against the quote or fabrication package. Schedule a focused follow-up only for open items or design changes that affect previous decisions; preserve the completed review as a revision-linked record.
Before you release the design
- Circulate a readable drawing and issue list before the discussion.
- Name an owner for each functional requirement.
- Distinguish quotation assumptions from fabrication-release decisions.
- Update files and verify issue closure after the meeting.
Watch points
- A meeting attendance list is not evidence that unresolved technical decisions were approved.
Practical questions
Who should attend the first review?
Include the people responsible for interfaces, mechanical duty, electrical requirements, manufacturing, and assembly. Add quality or purchasing where acceptance, sourcing, or contractual decisions need an owner.
How detailed should the review record be?
Detailed enough that someone outside the meeting can identify the accepted construction, open questions, required evidence, and affected revisions. Avoid relying on undocumented verbal agreement.
Technical references
References support the material or design context. Check the exact grade, part number, document revision and project conditions before release.Updated 27 September 2026 · Technical content policy · Engineering guidance supports project review; the agreed drawing defines the build.