Sectors / Manufacturing
How your shop really makes things
Routings, quality records, supplier quotes and design changes show how products get built and fixed. Labs are after exactly that record. Controlled work and customer drawings can be kept out.
Check my estimateWhat counts
Records that are usually useful
You choose which of these are in. You can always leave any of them out.
Quotes from suppliers
The way parts get priced, sourced and bargained over.
Design for manufacture records
How a design is changed so it can really be built.
Job routings and instructions
The way operators set up, run and inspect each job.
Corrective action and quality
How defects are found, traced to a root cause and fixed for good.
What manufacturers ask about first: customer drawings
Plenty of shops work from customer drawings under NDA. During scoping, customer-owned material is reviewed and can be excluded, and any customer names in the copy are replaced with placeholders.
If your shop does defense or aerospace work, some technical data may be export controlled. That material can be excluded entirely. Whether anything restricted belongs in scope is for you and your counsel.
How your records are handled
Everything starts under an NDA. Any process, product line or folder you see as core can be held back. Nothing goes out until you approve a sample, and your originals remain in your ERP and file shares.
Two short questions
Do we have to include CAD files?
No. On their own, routings, quality records and supplier email can be enough.
Does the shop floor get involved?
No. Your team keeps running the same systems, and nobody asks for a password.