Sectors / Manufacturing
The way your shop really builds things
Routings, quality records, supplier quotes and design changes show how products are made and corrected. That is the record labs want. Customer drawings and controlled work can be left out.
Check my estimateWhat qualifies
The records that tend to matter
You choose which of these are in. Leaving any of them out is always an option.
Job routings and instructions
How operators set up, run and check every job.
Design for manufacture records
How a design gets changed so it can actually be built.
Quality records and corrective action
How defects are found, traced to a root cause and fixed for good.
Quotes from suppliers
How parts are priced, sourced and negotiated.
The concern we hear most: customer drawings
Many shops build to customer drawings under NDA. During scoping, customer-owned material is reviewed and can be excluded, and any customer names in the copy are replaced with placeholders.
Defense or aerospace work can mean some technical data is export controlled. Material like that can be excluded altogether. You and your counsel decide whether anything restricted belongs in scope.
How your records are handled
Everything starts under an NDA. You are free to hold back any process, product line or folder you consider core. A sample needs your approval before anything goes out, and the originals stay in your ERP and file shares.
Two common questions
Do we have to include CAD files?
No. Quality records, routings and supplier email may be enough by themselves.
Does the shop floor get involved?
No. Everyone keeps running the same systems, and a password is never requested.