Checklist for project inquiry

Project Request Guidelines

If you would like to submit a project request with us, please refer to the following list of key points to help structure your inquiry:


1. Introduction (Scope)

  • Brief project description, including key topics related to the functionality of the designed object.
    1.1 Instructions for reviewing the design task, as well as any related images, video tutorials, etc.


2. Project Details

2.1 Working hours (if relevant for the customer)
2.2 Technical availability / machine (system) fault tolerance
2.3 Capacity / performance – machine efficiency
2.4 In-process quality control
2.5 Other relevant information


3. General Conditions for the Procurement of Components

3.1 Process FMEA – provided by the customer (including the FMEA of the products designed by us)
3.2 Approval conditions
3.3.1 Delivery Conditions – how the machine (system) may be delivered to the customer (end user)
3.3.2 Installation, Commissioning, and Trouble-Free Operation – requirements and conditions
3.3.3 Acceptance by Occupational and Environmental Safety Authorities
3.3.4 Final Design Acceptance
3.4 Subsequent Documentation
3.4.1 Documentation requirements specified by the customer


4. Project Development

4.1 General information
4.2 Project workflow, schedule, and milestones – optionally structured according to customer specifications
4.3 Design approval and design freeze
4.4 Bill of materials / preferred suppliers
4.5 Technical cleanliness
4.6 Machine safety – Machinery Directive 2006/42/EC, risk and hazard analysis
4.7 Stages according to ISO 12100: risk assessment, risk reduction, verification
4.8 Documentation, CE marking, and Declaration of Conformity


5. Description of the Control System

5.1 General information
5.2 General functional description
5.2.1 Machine safety and risk assessment
5.2.2 System setup at the customer’s site
5.3 Target specifications
5.3.1 General information
5.3.2 Wear parts / replaceable components
5.3.3 Mechanics
5.3.4 Pneumatics
5.3.5 Power supply
5.3.6 Measurement systems and associated sensors – selection and integration into the design
5.3.7 Control system
5.4 Test management
5.4.1 Management concept
5.4.2 Test procedures


6. Review of System Documentation and Final Approval by the Customer


7. Workplace Ergonomics