PEAKMERIT | CMM PROJECT PREPARATION & HANDOVER CHECKLIST
Planning template - complete with the project team.

This checklist is a planning aid, not a machine installation procedure or
certificate. Use the model-specific documentation and agreed project scope
for final requirements. Do not enter passwords or unrelated customer data.

PROJECT
Project reference:
Site contact / time zone:
Machine model:
Controller:
Probe head, probe/module and styli:
Measurement software / version:
Representative part and inspection requirements:

1. APPLICATION & CONFIGURATION
[ ] Part envelope, weight and fixture height reviewed
[ ] Features, tolerances and probing method identified
[ ] Supplied configuration and software access confirmed
Record / open actions:

2. SITE & DELIVERY ACCESS
[ ] Access route and unloading arrangements reviewed
[ ] Working clearance, floor and foundation requirements checked
[ ] Power requirements checked against model documentation
[ ] Air supply requirements checked against model documentation
[ ] Air cleanliness and any shared supply reviewed
[ ] Room environment requirements checked against model documentation
[ ] Packaging and transport indicators checked on arrival
[ ] Delivered machine and accessories matched to the packing list
Record / open actions:

3. INSTALLATION & ACCEPTANCE PLAN
[ ] Installation provider, site contact and scope confirmed
[ ] Test scope and any applicable standard agreed
[ ] Reference artifacts and environmental conditions agreed
[ ] Acceptance records and any certificate requirements specified
[ ] Responsible contacts and schedule agreed
Record / open actions:

4. OPERATOR TRAINING - SELECT TOPICS AND CONFIRM SCOPE
Provider / location / duration:
Operators attending:
[ ] Daily readiness and applicable start-up / shutdown procedures
[ ] Hand controller, emergency stops and homing sequence reviewed
[ ] Supplied probing components and probe qualification routine
[ ] Part positioning, fixture access and alignment
[ ] Representative feature measurement and inspection sequence
[ ] Report review, program saving and supporting file locations
[ ] Operator repeats the agreed workflow
Further practice / open questions:

5. HANDOVER RECORD - COMPLETE AFTER THE AGREED WORK
Date / attendees:
Installed configuration:
Checks performed and supporting record locations:
Test conditions and results:
Training topics covered and further practice needed:
Manual, program and report file locations:
Packing list, acceptance report and conformity document locations:
Warranty details and recorded acceptance date:
Agreed system / controller backups and recovery contact:
Outstanding item / responsible contact / agreed next step:
Technical support contact:

TECHNICAL SUPPORT REQUEST
Email: liu@peakmerittechnology.com
Phone: +1 (810) 223-6315
Include machine model, controller, probe configuration, software version,
exact error message, steps to reproduce and recent changes. Attach relevant
screenshots or photos after removing unrelated confidential information.
Remote review, on-site work and parts are arranged according to the issue
and agreed scope.