Authors prepare the methods and permitted-use rules production will rely on. Begin in Rules and releases with the approved engineering source. The saved draft must preserve the supplied method, revision, component positions and check limits. A helpful proposal cannot invent an engineering approval.
Prepare the recovery method
Create or select a draft template. Enter the exact model and revision, method reference and method revision. Define each expected position with its exact part code and revision. Add the required checks, choosing pass or fail or a decimal measurement with its approved unit, precision and limits.
State which checks need supporting evidence and the method's approved evidence-validity period. A non-expiring method must be explicitly supported by the source and independent approval. An absent expiry is not a substitute for knowing how long evidence remains valid.
Express permitted reuse completely
Prepare a reuse policy for an exact part revision, permitted customer references and permitted use classes. Use the supported structured routing and reuse rules. Missing or unmatched information must not be treated as permission. Independently choose examples covering successful decisions, refusals and required blocking cases.
The structured editor can provide a starting structure when available. Read it and complete its meaning and examples before saving. A plain-English proposal remains a proposed draft change. Review its reading, exact context and effects before adopting it.
Freeze the reviewed scope
Use Save draft template or Save draft policy and inspect the stored revision. Freeze draft for review submits that exact content. A different reviewer must approve it because contributors cannot approve their own configuration. Returned versions retain their earlier contributions and require another review after correction.
Some versions retain their independent review in SmartFACT Automation. Follow the displayed link for their exact candidate, expectations, proof and reviews; a native approval cannot replace that enrolled review. See Prepare check templates and Prove and release reuse policies. Keep process source and expected outcomes ready for the reviewer, including what should be refused.