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Handbooks: FactorySpec

Build an engineering family

Define a bounded model, declared dependencies and meaningful scope before saving a draft.

Review edition · 25 October 2026 · For Author

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Build a family from approved engineering knowledge whose scope you can explain. A family model declares the inputs, calculations, components and conditions needed to evaluate one unit. It does not establish that a physical product has been manufactured or inspected.

Create a purposeful family

Open Product families and Create a product family. Enter Family name and Engineering scope and purpose. Use a name that colleagues can recognise and a scope that states which unit variants the model is intended to cover. Later renaming preserves the family identity, but a different label is not a review of its engineering meaning.

Open Engineering model. Review each section before saving: Inputs, Components, Calculations, Component list, Blocking conditions, Tables and Independent cases. Declare only values the process can supply and interpret. Use stable keys so expressions and case expectations refer to the right definition.

Define dependencies explicitly

Give components their exact identity and revision and choose the applicable dimension profile. Reference tables need declared typed columns and exact rows. A copied description does not establish that a dependency is still permitted. Retain the source basis and ensure the model uses the intended current revision.

Build conditional applicability and blocking rules into the model instead of leaving important restrictions in a free-text note. A user should receive an explicit reason when the requested configuration lies outside the approved scope.

Save and inspect

Use Save draft. Inspect validation and proof results for the stored model and cases. Unsaved edits do not change the revision the reviewer receives. Add independently calculated cases before submission and inspect any changed dependency effect.

Give the reviewer the source basis, intended scope, changed sections and expected effects. Follow Declare inputs and calculations, Define the component list and Write independent cases. A saved family is preparation for review. It is not an active release and does not provide the separate customer qualification required to manufacture from its results.