A sample that fits and holds does not automatically define every batch requirement. Record fit, function, measurement conditions and delivery requirements separately, then identify what is accepted and what still needs pilot validation. Each decision should trace back to a drawing and sample revision.
Establish the sample revision first
Record the sample identifier, drawing revision, material, finish and the questions this sample is meant to answer. When several geometries or options are compared, distinguish them through labels or records instead of appearance and memory.
After a design change, explain what changed, whether the older sample remains a reference and which revision will be tested next. Geometry, polarity, material and assembly changes can all affect results. Mixing conclusions from different revisions removes the baseline for a useful discussion.
Separate dimensional inspection from assembly validation
Dimensional records address the drawing; assembly validation addresses the actual mating parts. Identify the housing, metal part or fixture used. State whether adhesive was present and whether fixation followed the intended process.
For feedback such as “too tight,” “loose” or “wrong orientation,” add the location, photographs, dimensions and conditions. Review the magnet, mating part, tolerance stack and assembly state before attributing an assembly issue to one component.
| Stage | Records to keep | What they clarify |
|---|---|---|
| Receipt | Sample ID, specification and drawing revision | Whether the test object is consistent |
| Geometry and polarity | Critical dimensions, working face and direction | Whether single-part requirements are defined |
| Function | Mating parts, gaps, loading or measuring conditions | Whether results represent intended use |
| Pilot review | Changes, sampling/acceptance arrangements and batch IDs | What needs further observation |
| Delivery | Identification, packaging, quantities and timing | Whether both sides use the same requirements |
Attach conditions to functional results
For attachment tests, describe the mating object, spacing, loading position and direction. For field comparisons, record the sensing point, probe orientation and effective distance. A value alone, or a comment that attachment is weak, rarely provides enough information to reproduce the issue.
Describe closure feel and location behavior in practical terms: complete closure, lateral movement or the removal action. Separating product function from magnet parameters helps identify whether the magnet, surrounding structure or test needs attention.
Use pilots to review repeatable requirements
A pilot can provide more information on assembly, product behavior and variation. It should not be assumed to cover all environmental or long-term reliability conditions. Agree the tests, sample selection and acceptance method for the actual use.
If a retained or signed sample is used, identify it and the conditions it represents. “Same as the sample” is not a complete specification. Record critical dimensions, functions and acceptance conditions in writing so they can be applied to batch supply.
Turn the review into a clear next action
Separate feedback into confirmed, change required and further validation. Associate every open item with its revision, question and next information needed. An illustrative note could read: “Trial fit accepted; attachment to be retested at final housing spacing; packaging orientation marks pending.” This is a record example, not a test result.
Before the next stage, bring agreed specifications, quantities, marking and delivery into one record. Later questions, revisions and replacement samples can then be reviewed against a clear baseline.