Documents to discuss before ordering process equipment
Turn broad documentation requests into a specific list that can be reviewed with the supplier.
Information to collect
| Information | What to provide |
|---|---|
| Drawings | Required outline, connection, assembly and other drawings, plus review responsibilities. |
| Materials | Required identification, traceability and material records. |
| Inspection | Test methods, acceptance criteria, witness requirements and reports. |
| Operation | Operating information, maintenance information and any requested spares list. |
| Compliance | Actual standards and documents applicable to the equipment and destination. |
Keep unknown values open
State units, distinguish required values from existing operating data, and mark undecided items clearly. Ask the engineering team to identify any missing inputs before assuming that a proposal meets the intended duty.
Use the brief in a technical discussion
This checklist helps organise an enquiry. It does not establish a final design or certify equipment suitability.