Job preparation
A production-ready inquiry checklist
A practical way to keep the request, open questions, prepared drafts, and human decisions together.
Gather the request. Keep open questions visible. Record the expert’s decision.
Gather the sources
- Save the original inquiry email and every attached drawing.
- List quantity, due date, material, and current drawing revision.
- Keep both values when sources disagree.
Clarify the request
- Link each confirmed requirement to its source.
- Ask the responsible person to resolve gaps and conflicts.
- Record the answer and retain the original source.
Connect the drafts
- Use the same confirmed requirements for quotation and CAD drawing drafts.
- Identify the approved rules and templates used.
- Highlight revised values and every affected output.
Review and record
- Name the expert responsible for reviewing the package.
- Present open questions beside the decisive sources.
- Record the decision, revisions, and separate release authorization.
This checklist is guidance, not customer results or engineering validation.