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Documentation / Manufacturing

Prepare a manufacturing release

Freeze a named source state, map receiver requirements, generate a clean package, and inspect every delivered file before handoff.

Level
Advanced
Estimated
30 min
Instructions updated
2026-07-12
Product context
Updated for the July 12, 2026 web release

Outcome

Create an accountable release package matched to a named fabricator or assembler requirement set.

Before you start

  • Reviewed schematic and PCB
  • Reconciled ERC and DRC
  • Manufacturer output requirements
  • Approved BOM and variant

Task record

Time
30 minutes
Level
Advanced
Instructions updated
2026-07-12
Product context
Updated for the July 12, 2026 web release

Execution record

Prepare the role, starting state, and evidence record before acting.

Keep these records beside the project state so the task steps can stay focused on the action, passing result, and stop condition.
StepRequired roleStarting stateEvidence to retain
01 / Freeze the release sourceRelease owner authorized to freeze the source and accept only approved exceptionsSchematic/PCB/BOM/setup/3D reviews are available; receiver identity and release policy are known; no output from an older state is in the new attempt directory.Project/document/revision/variant IDs, saved indicators, final ERC/DRC reports and exclusions, object/reference totals, unresolved approvals, release attempt ID, owner, and date
02 / Build a receiver matrixRelease engineer authorized to interpret the named receiver requirementsThe exact receiver, service/build type, approved requirement revision, frozen project state, and communication owner are recorded.Receiver/source revision, requirement-to-filename matrix, formats/units/origins/schemas, acceptance criteria, explicit exceptions, approvers, and open questions
03 / Configure Output & ExportRelease operator with output permission and an approved receiver matrixSteps 1-2 pass; the frozen source remains unchanged; the output matrix distinguishes Required, Optional, Not required, and Exception.Availability state for every required output, complete selected settings, preflight messages, receiver-row mapping, disabled/unrepresented rows, external paths, reviewer, and capture
04 / Generate into a clean packageRelease operator authorized to generate and handle engineering outputsConfiguration is approved and captured; source IDs are frozen; download and extraction directories are verified empty; the planned filename inventory is open.Per-output control/settings, start/end/result, exact errors, original files/archives with sizes/checksums, directory-before/after inventory, extraction log, and attempt ID
05 / Inspect fabrication dataIndependent fabrication reviewer, separate from generation when policy requiresStep 4 inventory and checksums are frozen; expected layer/drill count, extents, datum, and representative source features are listed before the viewer opens.Viewer/version, file-to-purpose map, opened status, reported extents/units/origin, layer/drill counts, polarity/plating/span checks, representative comparisons, captures, and pass/fail rows
06 / Inspect assembly and documentationIndependent assembly/documentation/mechanical reviewer with source recordsFabrication inspection is retained; expected reference/Qty totals, variant, origins/units, page count, critical interfaces, and model status are frozen.Per-file tool/version/open result, schema/header/page inventory, reference/Qty and DNP totals, coordinate/side/rotation samples, readability, STEP/model/dimension status, checksums, and dispositions
07 / Issue with a manifestRelease owner and independent approver under the team's release processSteps 1-6 are complete or an approved exception exists; all source/output IDs, checksums, inspection records, owners, and receiver details are final.Manifest, approval/signature, source and check summaries, exception register, final inventory/sizes/checksums, archive checksum, fresh-extraction comparison, reopen results, issue date, and receiver

Procedure

Run the documented task in order.

Record an unavailable action or failed assertion; do not infer that the operation ran.
  1. 01

    Freeze the release source

    Action

    Record project name, saved revision or state, variant, ERC and DRC counts, unresolved findings, release owner, and date. Stop unrelated edits while the package is being prepared.
    Resin project, schematic, PCB, variants, ERC, and DRC / Projects > exact release project > Schematics/PCB/Variants; ERC and DRC final reports; Save each release document: Save and freeze the intended source, record identities and rule contexts, inventory files/objects, and prohibit unrelated edits under the release attempt ID

    Pass when

    The exact project/board/schematic/variant source and its final ERC/DRC contexts can be reopened, and every unresolved item has an approved release disposition.

    Stop if

    Stop before output configuration when any source identity/save state is ambiguous, required review is incomplete, an unresolved finding lacks approval, concurrent edits continue, or the receiver is unnamed.

  2. 02

    Build a receiver matrix

    Action

    List each required fabrication, drill, netlist, assembly drawing, placement, BOM, schematic, mechanical, and readme artifact with required format, units, origin, naming, and revision convention.
    Named fabricator/assembler requirements and controlled release matrix outside Resin / Receiver-approved specification/order notes > release matrix for the frozen Resin state: Transcribe each required artifact, layer/purpose, format/version, units, datum/origin, naming, variant, schema, tolerance, inspection, and acceptance owner

    Pass when

    Every receiver requirement maps to one planned filename and verification criterion or an approved written exception owned by the receiver/release process.

    Stop if

    Stop when a required format/layer/schema, datum, units, naming, variant, or acceptance method is unknown, contradictory, or based on an undated/unapproved receiver source.

  3. 03

    Configure Output & Export

    Action

    In Project > Output & Export, set required layers, units, origins, naming, BOM fields, drawing options, and package controls. Treat disabled controls as unavailable for this source state rather than generated outputs.
    Resin Output & Export workspace / Named project > Project > Output & Export > required fabrication, assembly, documentation, and export categories: Inspect availability, then set only receiver-approved layers, units, origins, naming, BOM fields, drawing options, and package controls; do not generate yet

    Pass when

    Every selected and configured control maps to the receiver matrix, and every required unavailable control is blocked or assigned an approved external production path.

    Stop if

    Stop before generation when a required control is absent/disabled, a value differs from the receiver matrix, PCB-dependent data is missing, Pre-flight reports a blocking gap, or an external path lacks approval.

  4. 04

    Generate into a clean package

    Action

    Generate the selected outputs once from the frozen state, download them into a new release directory, and inventory the archive before adding any external readme or approval record.
    Resin Output & Export generation and the controlled local release directory / Project > Output & Export > each approved generation control; browser download > empty release-attempt directory: Generate each approved output once from the frozen source, wait for terminal status, retain original downloads, extract only into a new attempt subdirectory, and inventory files

    Pass when

    Exactly one attempt produces the planned current artifacts in an otherwise empty attempt directory, with every generated result and error retained.

    Stop if

    Stop the attempt after any error, timeout, ambiguous completion, duplicate/unplanned file, mixed prior artifact, checksum change, or source-state change; do not retry into the same directory.

  5. 05

    Inspect fabrication data

    Action

    Open fabrication layers and drill files in an independent CAM viewer. Check outline, copper count, masks, silkscreens, apertures, drill span and plated state, units, origin, polarity, and alignment.
    Approved independent CAM/drill viewer / Frozen release attempt > unmodified fabrication/drill files > receiver-approved CAM tool: Load the complete set together, identify each file by purpose, and inspect outline, copper/mask/silk, apertures, drills, units, origin, polarity, extents, registration, and representative features

    Pass when

    Every required fabrication and drill file opens independently and passes or explicitly fails the receiver-matrix checks for purpose, extents, count, polarity, drill state, and registration.

    Stop if

    Stop release when any required file is absent/unopenable, purpose is ambiguous, counts/extents/datum differ, outline/drills/layers misregister, polarity/plating is wrong, or a representative feature fails.

  6. 06

    Inspect assembly and documentation

    Action

    Open placement, BOM, assembly drawing, schematic PDF, STEP, and other required files in their receiving tools. Reconcile reference and quantity totals, coordinates, board side, rotations, page count, model coverage, and readable text.
    Receiver-approved spreadsheet, placement, PDF, and mechanical tools / Frozen release attempt > each BOM/placement/drawing/PDF/STEP/other artifact > its approved independent receiving tool: Open every artifact unchanged and execute its receiver-matrix schema, count, coordinate, side/rotation, readability, page, model, and dimensional checks

    Pass when

    Every required non-fabrication artifact opens in its receiving tool and its schema, counts, coordinates/dimensions, sides/rotations, pages, model coverage, and sampled content reconcile with the frozen source or explicitly fail.

    Stop if

    Stop release when a file is absent/unopenable, totals or variant differ, coordinates/units/origin are uncertain, side/rotation is wrong, text is unreadable, STEP/model checks are unavailable but required, or any mismatch lacks owner.

  7. 07

    Issue with a manifest

    Action

    Create a manifest containing project, revision, variant, date, filenames, byte sizes or checksums, ERC and DRC results, inspection tools, known exceptions, approver, and intended receiver. Reopen the final archive after packaging.
    Controlled release packaging and manifest process outside Resin / Inspected release-attempt directory > manifest/readme/approval records > final archive > fresh empty extraction directory: Create the manifest, add only approved external records, checksum/inventory the final package, archive once, extract fresh, and reopen representative files

    Pass when

    The final archive is self-identifying, contains every approved manifest entry exactly once, reproduces all recorded checksums after fresh extraction, and carries only signed exceptions for the named receiver.

    Stop if

    Do not issue when a manifest row/file/checksum is missing/duplicated, an exception is unsigned, archive extraction/reopen fails, source changed, receiver differs, or any required inspection remains blocked.

Verification

Do not call the task complete until these checks pass.

  • Source state frozen
  • Receiver matrix complete
  • Outputs configured
  • Clean generation directory
  • Every fabrication file opened
  • Every assembly file opened
  • Counts and coordinates reconciled
  • Manifest included
  • Final archive re-extracted

Evidence and exercise files

Download the evidence used by this guide.

Each repository-backed file is labeled with its contents, provenance, license or publication boundary, and current limitations.
Repository-backed file

Gerber and drill result set

ZIP · 17 files · 40 KB / GPL-3.0-only

Provenance: Real outputs generated from the converted Digispark board by Resin's repository-backed fabrication exporter.

Current limit: The files have not been independently CAM-inspected, accepted by a fabricator, or fabricated.

Download file
Repository-backed file

Assembly and BOM result set

ZIP · 9 files · 52 KB / GPL-3.0-only

Provenance: Deterministic archive of real BOM, placement, and assembly outputs from the Digispark fixture.

Current limit: STEP is deliberately absent because no verified repository-backed STEP output was available.

Download file

Evidence boundary

Keep preparation separate from product proof.

The procedure defines what to run and retain; it does not claim that the task ran successfully on any project.
This guide can establish only the frozen source, generation records, exact files, independent inspections, and manifest for the named release attempt. Output controls, configuration captures, plans, linked result fixtures, and generated-but-unopened files are not release proof; the published fixture outputs have not been accepted by a fabricator or fabricated, and their STEP absence cannot support a mechanical claim.

Failure recovery

Diagnose and recover without hiding the original state.

Preserve the symptom before changing anything, apply one bounded recovery, and repeat the affected assertion against the named project state.
DOC-REL-F01

A required output/control/layer is absent or disabled, generation fails, or the attempt produces missing, duplicate, stale, or ambiguous files.

Diagnosis: Record frozen source/variant, receiver row, Output & Export path/control/settings/availability, preflight and exact generation text, timestamps, attempt directory before/after, filenames/sizes/checksums, and whether a partial file exists.

Recovery: Freeze the failed attempt unchanged, reconcile source data and receiver requirement, correct only an approved configuration/source gap in a new revision when needed, then generate once into a newly verified empty attempt directory.

Stop or escalate: Escalate when a required capability is unavailable, the source lacks required data, repeated generation is nondeterministic, or receiver acceptance of an external alternative is not written.

Evidence: Receiver matrix, UI/settings captures, errors, failed-attempt inventory/checksums, source/config delta, new attempt ID, regenerated inventory, and owner approval

Recheck: The new attempt contains exactly one file per approved row with terminal generation status and stable checksums; all files still require independent inspection.

DOC-REL-F02

An independent viewer cannot open a file or reports wrong layers, drills, extents, polarity, coordinates, totals, rotations, pages, or geometry.

Diagnosis: Record filename/checksum/format, viewer/version/error, receiver criterion, expected and observed values/units/datum, source object or count, and every related file that may share the cause.

Recovery: Preserve the failed output, return to the frozen source/configuration rather than editing the file, issue a new source/release attempt when correction is approved, and repeat all affected inspections.

Stop or escalate: Block delivery when the file remains unopenable, datum/units/purpose are ambiguous, fabrication registration or assembly totals differ, or correction would be an undocumented post-export edit.

Evidence: Failed artifact/checksum, viewer record and captures, detailed comparison, source/config evidence, issue/owner, replacement attempt, and repeated inspection set

Recheck: Every replacement file opens unchanged and all original receiver criteria plus cross-file registration/count checks pass; the failed artifact remains excluded but retained as evidence.

DOC-REL-F03

The package manifest, archive, receiver, or source changes after inspection, or a late change is requested.

Diagnosis: Diff source/revision/variant, receiver requirements, directory and manifest inventories, sizes/checksums, approvals, archive contents, and the exact requested change/affected checks.

Recovery: Cancel issue, preserve the superseded package, create a new source revision and release/attempt ID, regenerate the complete affected set in a clean directory, and repeat inspections and approval.

Stop or escalate: Escalate when source or receiver identity cannot be reconstructed, approvals conflict, the archive was edited in place, or impact analysis cannot bound which checks must repeat.

Evidence: Superseded manifest/archive/checksum, change request, source and receiver diffs, impact matrix, new release records, repeated inspections, approvals, and replacement notice

Recheck: The replacement archive freshly extracts to the signed manifest with stable checksums, every affected and cross-file check is rerun, and the intended receiver acknowledges the new release identifier.

Task-specific troubleshooting

Resolve these states without changing the evidence boundary.

An expected layer is absent

Stop release and compare output configuration, board layer use, and receiver matrix before regenerating into a clean directory.

A disabled output is required

Confirm the source project contains the required PCB or design data. Do not label the disabled choice as a generated empty file.

Coordinates differ

Verify board, drill, and placement origins plus units in both source and receiving tools; identify the intended datum before changing output settings.

Reference or quantity totals differ

Compare active variant, fitted state, hierarchy scope, and export schema. Stop the package until BOM, placement, and drawings agree.

Independent viewer cannot open a file

Record the filename, size, format, viewer, and error. Regenerate once from the frozen state and do not deliver an uninspected replacement.

Archive contains stale or duplicate files

Discard the release directory, regenerate into a verified empty directory, and rebuild the manifest from the new inventory.

A receiver requests a late change

Create a new source revision and release identifier, rerun affected checks, and issue a complete replacement package rather than editing the archive in place.

Decision gate

Decide whether the release package may be issued to the named receiver

Does the final archive come from the frozen approved source, satisfy every receiver row, open and reconcile in independent tools, and contain a complete signed manifest with no unowned exception?

Required evidence

Frozen source/variant and final ERC/DRC contexts, approved receiver matrix, Output & Export settings/availability, clean-attempt generation logs and checksums, complete independent fabrication/assembly/documentation inspections, exception approvals, manifest, archive checksum, fresh extraction/reopen, approver, and receiver

Remain blocked when

A required output is unavailable or uninspected, any file/count/datum/geometry differs, source or receiver changed, an exception is unsigned, manifest/archive checksums fail, or fixture/configuration/generation alone is being treated as receiver acceptance.