| Sample Review |
| Drawing compliance | Critical dimensions | Check sample measurements against the drawing’s specified dimensions and tolerances. Focus on designated critical features and datum relationships. | Recorded results meet the applicable drawing requirements; inspection method and measuring equipment are identified. | — |
| Measurement capability | Inspection method | Ask how features are measured. Depending on geometry, methods may include calipers, micrometers, height gauges, thread gauges, or a coordinate measuring machine (CMM). | The method is appropriate for the feature and tolerance, and the supplier can provide a legible inspection report when required. | — |
| Material verification | Grade and traceability | Compare the material identification and any supplied material test report or certificate with the specified material grade and purchase requirements. | Documentation supports the specified material and provides traceability where required by the order. | — |
| Threads and features | Fit and function | Inspect specified threads, bores, slots, and mating features using suitable gauges or a functional mating check where appropriate. | Features conform to the drawing and any agreed functional or gauge-based acceptance criteria. | — |
| Surface and finish | Appearance and finish | Review visible marks, burrs, edge breaks, and specified surface-finish requirements. Use a suitable finish measurement method if a numeric value is specified. | Appearance and surface finish meet the drawing, finish specification, and agreed cosmetic acceptance standard. | — |
| Process consistency | Sample-to-sample variation | Compare multiple supplied samples, if available, for repeatability of key dimensions, features, and finish. | Observed variation remains within the applicable requirements; any deviations are disclosed and resolved before the trial order. | — |
| Communication | Technical clarification | Review how the supplier handles unclear dimensions, tolerances, material requirements, and manufacturability questions. | Questions and proposed changes are documented and approved before production; no drawing changes are assumed without authorization. | — |
| Trial Order Selection and Follow-Up |
| Order definition | Scope and acceptance criteria | Define the trial quantity, revision-controlled drawing, material, finish, inspection requirements, delivery expectations, and acceptance process in writing. | Both parties confirm the same scope and acceptance criteria before the order is released. | — |
| First-article review | Production validation | Where required, review a first article and its inspection results before authorizing the remaining trial quantity. | Approval follows the agreed first-article process; unresolved nonconformities are documented and dispositioned. | — |
| Delivery and packaging | Quantity and part protection | Check delivered quantity, part identification, packaging, and protection against handling or transit damage. | Shipment matches the order and parts arrive identifiable and protected as agreed. | — |
| Final decision | Trial-order performance | Record quality results, response to issues, delivery performance, documentation completeness, and total order experience. | Proceed, request corrective action, or reassess the supplier based on documented results against the agreed requirements. | — |