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Finished [part family] after surface treatment, showing the treated and masked areas
Case template

Material, Finish and Acceptance: [Part Family]

[One-sentence project summary, to be supplied with the customer's permission].

This case follows the material and finishing requirements of one part from the drawing to final acceptance. It is for engineers, buyers and quality teams who want to see how specifications, responsibilities and records were kept connected across machining and finishing.

Project at a Glance

This summary shows the material and finishing definition the case is about and who carried out each part of it. A buyer uses it to check whether the combination is close to their own before reading how it was handled. Every row must come from the project record and be cleared for publication; a value that cannot be published is left out.

ItemProject record
Part family and function[Part family and function, to be supplied with permission]
Material and condition specified[Material grade and condition as stated on the drawing]
Finish or treatment specified[Finish or treatment and its specification, as stated on the drawing]
Protected or masked areas[Surfaces kept free of treatment, as defined on the drawing]
Who carried out finishing[Factory or outside processor, by role]
Records supplied[Material, finishing and inspection records issued]
Revision and quantity[Drawing revision and quantity delivered]

Publication

the values in this table are published with the customer's permission. [Permission scope, to be confirmed before publication].

Requirements, sequence and hand-off

Material and Finish Requirements on the Drawing

This block must state the material and finishing requirements as the drawing defined them, and the constraints they placed on machining: which dimensions applied before and which after finishing, which surfaces had to stay untreated, and whether the finish affected a fit or a contact face. [Material and finishing requirements with their surface references, to be supplied with permission].

Redacted drawing notes block with material, finish specification and masked surface references

The redacted drawing notes that define the material, the finish and the masked areas

[Constraints these requirements placed on the machining sequence or allowances]. If the drawing left something open, such as whether a dimension applied before or after treatment, the block must say how that question was answered and by whom, because the final inspection depends on that answer.

Related: Materials and surface finishing · Surface finishing and dimensional requirements

Sequence and Responsibility

This block must show the order in which material, machining, finishing and inspection took place, and who was responsible for each step, in the factory or at an outside processor. A buyer needs this split to know who answers for a material question, a finishing defect or a dimension that moved after treatment.

Material supply

[Who sourced the material and how its identity was recorded]

Machining

[Operations carried out by the factory before finishing]

Finishing or treatment

[Who carried it out and under which specification]

Final inspection

[Who inspected after finishing and what was checked]

Evidence required

the work statement or order scope that shows this split, and the processor's certificate if finishing was done outside.

Handing Parts to the Finishing Step

This block must show what went with the parts to the finishing step and what came back: the specification, the masked or protected areas, the quantity and the identification that kept the batch together.

Machined parts with masking applied to the surfaces that must stay free of treatment

Parts from this project prepared for finishing, with the protected areas masked

Finishing is a hand-off where requirements and identification can both be lost, so the block shows how each was carried across. [Finishing instruction and hand-off record, to be supplied with permission].

[How parts were identified, counted and checked on return from finishing, and by whom]. If masking was applied, the block states which surfaces were masked and how the masked areas were checked afterward, without claiming any process effect, appearance or performance that the records do not show.

Evidence required

the redacted finishing instruction or order to the processor and the receiving record on return.

Records, final inspection and limits

Material and Treatment Records

This block must show the material and finishing records for the delivered batch and how each one was linked to the parts: the lot or heat reference on the material certificate, the treated lot on the finishing certificate, and where those references appear on the inspection report, label or packing list. [Material and finishing records and their batch links, to be supplied with permission].

Redacted material certificate with the lot reference highlighted that also appears on the batch records

The redacted material certificate whose lot reference appears on the batch records

Redacted finishing certificate with process specification, treated lot and quantity for the batch

The redacted finishing certificate naming the specification and the treated lot

Each record is described for what it shows and nothing more. A material certificate identifies the material lot; a finishing certificate identifies the process and the treated lot. Neither one reports part dimensions after treatment, and the block does not present either of them as if it did.

Related: Clarifying material grade, condition and documentation · Manufacturing documentation and traceability

Final Inspection After Finishing

This block must show which characteristics were checked after finishing, in what condition, on how many pieces, and how the results were recorded and accepted.

Finished, surface-treated parts from the batch on an inspection bench with measuring equipment

Finished parts from the batch being checked at final inspection

Redacted inspection report lines for characteristics checked after finishing, with method and result

The redacted inspection lines for the characteristics checked after finishing

Dimensions that the drawing defines after treatment can only be accepted on finished parts, so the block shows that link explicitly. [Post-finish inspection scope and results as recorded, to be supplied with permission].

Related: Quality and inspection

Evidence required

the redacted inspection record for finished parts, with the revision and batch it covers.

Result, Conditions and Limits

This block states the handover result as recorded: [Acceptance result for material, finishing and final inspection, to be supplied with permission]. It adds no claims about finish durability, corrosion performance or process capability that the records do not show, and no improvement figures. If a deviation was agreed, it is stated with its scope, provided the customer agrees to publish it.

[Limits: the material, treatment, geometry, quantity and sequence conditions that would differ on other parts]. A buyer should come away knowing which parts of this hand-off apply to their own material and finish combination, and which would need to be agreed again from the start.

No outcome without a record

if the acceptance cannot be shown from published records, this block is removed.

What to Send for a Similar Part

If your part combines a specified material with a finish or treatment, send the information that lets the review start from the same questions this project had to answer. A written description is enough for a first message; drawings and specifications can follow by the method you agree.

Material: grade and condition as specified, and any certificate type required.

Finish or treatment: the specification and the surfaces it applies to.

Protected areas: surfaces that must stay free of treatment.

Dimensions and finish: which dimensions apply before and which after finishing.

Records: the material, finishing and inspection documents you need.

Discuss Material and Finishing for Your Part

Describe the part, the material and finish specified, the surfaces that must stay untreated and the records you need at receipt.

Sales contact photo to be confirmed

Sales contact (pending)

Name, role and photo to be confirmed

Drawings are optional for an initial discussion.

Start with the information you have; file exchange can be arranged afterward.

Name to be confirmed

Sales, company name to be confirmed

  • Drawings can be exchanged once the method is agreed.

Project Inquiry

Fields marked  are required.