1. Confirm the applicable requirements
Identify the part, drawing or model revision, applicable standard edition and customer instructions. Use the controlled form and guidance required by your organisation. This sequence is an operational guide, not a reproduction of the standard or a substitute for it.
2. Build a complete characteristic inventory
Review the model and any controlling drawings or notes. Assign an identifier that connects each characteristic to its source. Check for requirements that a CAD export may omit. Ballooning makes the relationship easier to review; it does not establish that the inventory is complete.
3. Review the requirement text
Preserve nominal values, units, tolerance limits and relevant datum references. Do not substitute a rounded display value for a source requirement. Resolve unsupported or ambiguous PMI before it becomes an inspection instruction.
4. Add the inspection evidence
Record the required measured results and supporting information through the approved inspection process. Keep preparation fields separate from actual results. Where a requirement has not been measured, do not fill the result with a nominal value merely to complete the form.
5. Review and approve the record
Reconcile every characteristic with its source and evidence. Resolve discrepancies through the required nonconformance process. Confirm the revision identity and required signatures before release.
Where PartDatum fits
PartDatum prepares supported characteristic information and exports Form 3 data in XLSX/PDF. Inspect the exported file against your controlled form and customer instructions. The software does not complete a physical inspection or approve the resulting FAI.