A practical checklist covering samples, measurement goals, acceptance and service scope.
1. Samples and application
Describe the sample, material, dimensions, shape and area of interest. Share permitted photos or diagrams where useful, and agree what may be disclosed before sharing confidential information.
2. The data you need
List the quantities, units, measurement areas and output formats you need. Extract relevant items from drawings, acceptance requirements or previous reports rather than relying on terms such as “high precision”.
3. Current method and limitations
Explain the equipment or method in use and the limitations in throughput, repeatability, sample fit, operation or data processing. This helps distinguish new capability from replacement requirements.
4. Site and operating workflow
Describe the laboratory or production setting, frequency of use, users, space and system interfaces. Installation and facility requirements should be checked during selection.
5. Schedule and purchasing scope
Provide intended evaluation, purchasing and operational dates, and list the main instrument, accessories, software and training required. Include a budget range if defined; delivery timing depends on the confirmed configuration.
6. Acceptance and continuing support
Discuss the samples, methods and conditions for acceptance, together with training, reporting, warranty and technical support needs. List services separately to make quotations easier to compare.
Copy this enquiry outline
- Application:
- Sample, material and dimensions:
- Target measurements and data format:
- Current method and main limitations:
- Site and facility conditions:
- Purchasing scope and intended schedule:
- Acceptance, training and service needs:
This is a general preparation checklist. Confirm the configuration and delivery arrangements through project discussions and the formal quotation.