A template defines the recovery and assessment method for a source model revision. Work from the complete engineering source, including its reference and revision. A template lists expected work; only later physical observations establish what was actually recovered and checked.
Draft the complete method
In Recovery and check templates, choose New template or an editable draft. Enter its name, model code and model revision, then the method reference and revision. List exact expected position codes and their part codes and revisions. Avoid reusing one position code for two physical positions.
Add the method's checks. Pass-or-fail checks capture an explicit result. Decimal checks need the approved unit, precision, minimum and maximum. State whether supporting evidence is required for each check. Use the engineering source for limits instead of deriving them from a previously passing component.
Set the source-approved validity period. A method with no expiry must be explicitly intended and independently approved as non-expiring. Missing evidence or an unknown method is not a non-expiring method.
Save, freeze and review
Use Save draft template and inspect the saved content. Freeze draft for review submits the exact revision. An eligible Reviewer who did not contribute to the draft checks the complete method and expected outcomes, records the review evidence and uses Approve and activate. Return to author records changes required and returns it to draft with the earlier contributions preserved.
A saved or submitted draft is not in production. Approved content is immutable through the draft-edit path. Start the appropriate new draft when the supplied method needs changing.
Follow an enrolled Automation review
Some template versions retain review in SmartFACT Automation. Open the displayed link for the exact candidate, independently supplied expected complete configuration, proof and separate reviews. The native screen explicitly directs those versions there.
The expected configuration must come from the agreed source, independently of the proposed candidate. AI assistance cannot invent engineering limits or confer approval. A changed source or contributor set requires current evidence. Template approval itself creates no assessment, component release, reservation or print.