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Handbooks: FactorySpec

Issue an evaluation pack and record actual handover

Issue a fixed evaluation pack and work through an illustrative transfer, independent review and withdrawal follow-up.

Review edition · 25 October 2026 · For Supervisor, Reviewer

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An engineering pack fixes an accepted result for a stated purpose. Downloading it does not establish that another person or system received it. Record handover separately using the exact pack and evidence of what happened.

Generate the appropriate record

A Supervisor opens Engineering pack on the accepted result and checks current eligibility. Choose Evaluation, not for manufacture for evaluation work, or Historical record, not a current instruction when retaining an earlier result. This release does not enable manufacture-qualified results.

Choose Generate engineering pack and wait for the recorded result. Open the files listed under that pack and check the result reference, purpose, original inputs, named values, component list and engineering provenance. Keep the private engineering data within the organisation's agreed arrangements.

A held result needs its current reasons resolved before issuing a new usable evaluation pack. An historical record preserves evidence; it should not be presented as a current instruction simply because it can still be downloaded.

Record the actual transfer

Under Record a manual handover, choose Exact evaluation pack handed over. Enter Receiver, Receiver reference / evidence, Observed at and Observed outcome. Use the time and observation actually established, rather than the time the file was generated.

The record distinguishes the pack from its transfer. A sent or downloaded file is not proof of receiver acceptance or downstream work. Another Supervisor checks the reported evidence using Independently review handover evidence. The person who reported it cannot perform that review. Confirm its reviewed state and retain the actual evidence for later follow-up.

Follow up when eligibility changes

Handover shows receiver and withdrawal follow-up. Record what the recipient was told and what they confirmed through the supported action and evidence controls. Engineering impact tasks can require another observed follow-up after a changed or withdrawn basis. A report that work stopped or an engineering disposition was recorded enters pending review. A different Supervisor uses Independently review this disposition before that follow-up closes.

Reviewers can inspect engineering evidence and release status, but issuing and recording handover remain Supervisor actions. Use Withdraw and follow up when a concern affects an already shared pack. Preserve the original pack and accepted record while adding the later evidence.

Worked handover: an evaluation pack with a second-person review

This illustrative case uses FactorySpec's fictional frame fixture, which is expressly not for manufacture. It shows the record and handover controls, not a qualified engineering design or any physical work. Assume Sarah Hughes has authored the complete model and independently calculated cases, and James Whitaker has separately reviewed and activated its eligible evaluation release as Reviewer. Model authors cannot approve their own contributed release.

Sam Ashworth has Supervisor authority. After recent second-factor verification, he evaluates width 800.0 mm, height 1000.0 mm, finish natural and panel false against that exact current release. For the fixture's ordinary case, the expected result is valid, with no named values and exactly these component entries. The revision identifier synthetic-1 is the fixture's retained identifier, not a manufacturing qualification.

Component and revision Quantity Retained length
FRAME-N, synthetic-1, horizontal entry 2 760.0 mm
FRAME-N, synthetic-1, vertical entry 2 960.0 mm
CORNER, synthetic-1 4 No length
SCREW, synthetic-1 8 No length

Sam compares the actual preview with the complete independently supplied expectations, including the two distinct frame entries. If it differs, he does not accept it to make the case pass. A stale preview or changed release also needs evaluation again. On the assumed valid unchanged preview, he accepts the exact result as evaluation evidence. He then opens Engineering pack and chooses Evaluation, not for manufacture, checks eligibility and generates the fixed pack.

The handover is separate. Suppose the pack is passed to Priya Shah for an evaluation meeting. Sam records the Exact evaluation pack handed over, Receiver, Receiver reference / evidence, Observed at and Observed outcome from what actually happened. He retains the result and pack references. Downloading the files alone would establish none of those observations. An Operator receiving only the floor projection must ask a permitted office reader to inspect original inputs or engineering provenance.

Priya also holds Supervisor authority for the review. With recent verification she checks Sam's observed transfer and its retained evidence using Independently review handover evidence. She is not the person who reported it. The recorded reviewed state completes this handover evidence step; it still does not turn the evaluation pack into a manufacturing instruction.

If a later engineering concern withdraws this result, preserve its original accepted facts and pack. Sam can report the recipient's actual stopped/disposed outcome and supporting evidence. That report enters pending review. Priya, as a different Supervisor from its reporter, uses Independently review this disposition before that follow-up closes. A notification or acknowledgement alone remains open follow-up. An unconfirmed command is checked through its retained original outcome before further work is started.