CAD workflows

Prepare engineering documentation and release packages

Create work instructions, inspection records, and an organized handoff tied to the design revision.

Ask Adam to assemble the information someone needs to build, inspect, or review the design. Start from the intended audience and the controlled source files.

Create work instructions

Provide the assembly, BOM, relevant drawings, sequence, tooling, and any approved process specifications. The model can show component relationships, but values such as tightening torque, adhesive cure time, and inspection limits need an authoritative source.

Draft an assembly instruction

Draft an assembly instruction for [assembly], revision [revision], using the attached BOM and approved procedure. For each step, list the parts, orientation, tools, action, and inspection check. Use source images or CAD views where available. Cite supplied torque and process requirements; mark missing values for engineering input. Deliver an editable document and PDF.

Prepare a release package

Define the required contents and file naming. A typical package may include the native model, exchange file, drawing PDF, BOM, revision summary, and review record. Your team's process determines what is required.

Assemble a reviewable release package

Prepare a release package for [part or assembly], revision [revision]. Check that the native model, STEP, drawing PDF, and BOM refer to the same configuration and revision. Include a manifest and a list of open review items. Save the package in [destination] for review; leave lifecycle and approval states unchanged.

Check consistency

Item	Check
Model and exchange file	Matching configuration, units, geometry, and source revision
Drawing	Current intended references, readable sheets, and resolved review findings
BOM	Quantities, part numbers, revisions, and excluded or suppressed components
Instructions	Correct assembly sequence and sourced process requirements
Manifest	File names, revisions, purpose, and remaining exceptions

For Arena, name the exact item, revision, and requested record operation. Preparing files does not by itself release an item or approve a change. Keep your existing PLM and approval process as the authority for those states.

Hand off the result

Open the exported files, check the manifest against the package, and assign the remaining review items. Preserve the reviewed source and final outputs together.