Documentation / PCB
Audit model coverage, orientation, board-side placement, and enclosure risk without treating a rendered view as mechanical sign-off.
Outcome
Execution record
| Step | Required role | Starting state | Evidence to retain |
|---|---|---|---|
| 01 / Reconcile model coverage | Mechanical or component reviewer with project/PCB/3D read access | The exact saved board, placed-reference count, critical-reference list, known provisional models, and one board landmark are frozen before 3D View opens. | Board identity and landmark capture, BOM/board reference count, one-row-per-reference coverage table, status-specific captures, model source/status, and coverage arithmetic |
| 02 / Inspect top and bottom | Mechanical reviewer with 3D read access | Coverage reconciliation is complete; the inspection list names every external interface, polarized reference, side, pin-one/mating direction, body seating, and required exposing view. | Orientation-labeled top/bottom/oblique captures, per-reference side/orientation/seating rows, model status, source drawing, and exact preset names |
| 03 / Check mechanical interfaces | Mechanical reviewer authorized to interpret the approved interface list | Critical interfaces, five-tallest candidates, source revisions, datums, required dimensions/tolerances, and model status are listed before visual inspection. | Interface/reference list, preset-labeled captures, visual Pass/Fail/Blocked status, model coverage, source requirement, and external measurement owner |
| 04 / Compare the enclosure envelope | Mechanical reviewer authorized to use the receiving CAD/drawing workflow | Board and enclosure revisions are paired; every required clearance has a value/tolerance and datum; Steps 1-3 retain model-status and visual context. | Clearance matrix, paired revisions, external measurement/tool/result, datum/tolerance, visual-only references, blocked rows, and issue owners |
| 05 / Export for independent validation | Release-capable PCB operator and independent mechanical reviewer | The saved board identity, required STEP schema/units/origin, empty destination directory, receiving tool/version, and dimensional checklist are recorded; no availability is assumed. | Availability/control state, output settings, exact filename/size/checksum, generation result, receiving-tool open result, dimensional comparisons, model gaps, and reviewer |
| 06 / Record the mechanical boundary | Independent mechanical decision reviewer | Steps 1-5 identify one board revision, complete model coverage, preset evidence, external dimension status, STEP status, and every issue owner. | Signed coverage statement, all reference/interface/clearance rows, source/board revisions, capture filenames, external measurements, STEP artifact/status, issues, and decision |
Procedure
Compare the placed-footprint list with the 3D view. Record every missing, generic, or placeholder model, prioritizing connectors, controls, tall parts, shields, and mounting hardware.
Resin Components Bill of Materials, PCB Editor, and 3D View / Components > Bill of Materials > reference list; PCB Editor > saved board; PCB Editor > 3D View: Open 3D View, confirm the outline and one unmistakable landmark, then classify every placed reference as Present, Missing, Mismatched, or Provisional
Present plus Missing plus Mismatched plus Provisional equals the placed-reference count, with one model-status row per reference.
Stop ifStop when 3D View is blank/errored, board identity or landmark differs, BOM/board counts disagree, duplicate references exist, or a visible body cannot be tied to one reference.
Use top, bottom, and oblique views to check board side, component orientation, pin-one direction, connector mating direction, and body-to-board position.
Resin 3D View camera presets / PCB Editor > 3D View > camera presets > Top (F.Cu), Bottom (B.Cu), and an exposing oblique preset: Use Top (F.Cu), Bottom (B.Cu), Front/Back/Left/Right/Isometric as needed, and Screenshot (PNG) when available
Every external interface and polarized component has a Pass, Fail, Blocked, or Not applicable side/orientation result with preset-labeled evidence.
Stop ifStop the affected conclusion when preset orientation is ambiguous, a required reference is missing/provisional, the question is occluded, or model source/transform cannot support the observation.
Inspect mounting holes, edge connectors, board edges, cutouts, keepouts, and at least the five tallest components against the mechanical requirements.
Resin 3D View and approved mechanical requirement table / PCB Editor > 3D View > Front, Back, Left, Right, and Isometric; external requirement table > critical interfaces: Expose and inspect each mounting/edge/cutout/keepout relationship and five tallest represented references; do not measure dimensions from perspective
Every critical interface and the five tallest represented bodies have a named visual disposition and a separate external dimensional-check requirement.
Stop ifStop acceptance when an interface is occluded, a tall/critical model is missing or provisional, the board feature is absent, or the requirement lacks source/datum/tolerance.
Use the available enclosure or mechanical reference to identify likely wall, lid, boss, cable, and tool-access conflicts. Treat the view as screening evidence only unless exact geometry is present.
Owner-approved mechanical drawing/enclosure viewer and Resin 3D observations / Approved enclosure/mechanical source > named revision/datum/clearances; compare with 3D View captures outside Resin: Pair each wall/lid/boss/cable/tool-access requirement with affected references and an external numeric measurement or Blocked disposition
Every required clearance is classified Visual observation only, Dimension verified externally, or Blocked, and no screenshot is used as dimensional proof.
Stop ifStop mechanical signoff when enclosure/board revisions are not paired, a dimension/datum/tolerance is missing, a model is provisional, or visual fit is being substituted for an external measurement.
When STEP is required, generate it from the recorded board state, open it in the receiving mechanical tool, and compare board outline, hole positions, connector locations, and critical heights.
Resin Output & Export when a STEP control is exposed, plus an approved external mechanical tool / Named project > Project > Output & Export > STEP when available; downloaded file > approved receiving CAD tool: Record STEP availability first; when enabled and approved, generate once from the saved board, retain the file unchanged, open externally, and check outline/holes/connectors/heights
The STEP requirement is either independently opened and dimensionally reconciled for the named board state, or explicitly Unavailable/Blocked with no export or fit claim.
Stop ifStop when STEP is absent/disabled, generation is ambiguous/fails, more than one file appears, the file cannot be opened, units/origin are uncertain, or any critical geometry differs; do not substitute a fixture or screenshot.
Save model gaps, orientation findings, measured conflicts, export filename, source revision, receiving tool, and reviewer. Do not label the design enclosure-ready from the Resin render alone.
Controlled 3D/mechanical review record / Outside Resin > revision-bound model coverage and mechanical screening record: Finalize coverage, orientation, interface, clearance, STEP availability/result, issue, owner, reviewer, and bounded-disposition fields
The signed review reconciles model counts and critical questions, separates visual from dimensional evidence, and records Complete, Complete with exceptions, or Blocked without an enclosure-ready claim from Resin alone.
Stop ifDo not mark Complete when counts do not reconcile, a critical question is undispositioned, external dimensions are missing, STEP status is inferred, or a render/fixture is presented as enclosure-fit certification.
Verification
Evidence and exercise files
CSV / Resin evaluation record
Provenance: Repository-tracked matrix separating visible product states, model coverage, required independent checks, and acceptance boundaries.
Current limit: The matrix is not STEP output, enclosure-fit evidence, model provenance certification, or mechanical signoff.
Download fileEvidence boundary
Failure recovery
3D View is blank, partially rendered, errored, or shows the wrong board identity.
Diagnosis: Record board revision, placed/object counts and landmark in PCB Editor, 3D View path, loading state, exact message, visible outline/body state, product/browser context, role, and timestamp.
Recovery: Return to PCB Editor, reconfirm the saved board and landmark, reopen 3D View once without changing board geometry or models, and retain the second result.
Stop or escalate: Escalate when the second open remains blank/partial, the outline/landmark is wrong, or recovery would require an unapproved board/model change.
Evidence: PCB and 3D captures, board/product/browser identities, exact message, attempt timestamps, placed counts, landmark comparison, and owner
Recheck: 3D View displays the recorded outline and landmark for the same saved board, or the review remains Blocked with no coverage/orientation conclusion.
A body is missing, generic, floating, intersecting, rotated, offset, or cannot be tied to one footprint reference.
Diagnosis: Record reference/package, footprint placement/rotation/side, model identity/source/status, visible transform, preset, neighboring geometry, pin-one/body seating, and source drawing.
Recovery: Classify the model Missing, Mismatched, or Provisional, preserve PCB placement, and send the model identity/transform question to the component-library owner; do not move the footprint to make the render look correct.
Stop or escalate: Block every affected clearance/orientation conclusion until model provenance, package, units, origin, rotation, and seating are verified.
Evidence: Coverage row, footprint Properties, source drawing, top/edge captures, model/transform values when exposed, issue ID, and owner decision
Recheck: The verified model aligns with the unchanged footprint in Top (F.Cu) and an exposing edge preset and matches package orientation/critical dimensions; otherwise it remains blocked.
The scene looks clear but required dimensions are unverified, or a STEP file is unavailable, fails, or differs from the view.
Diagnosis: List every claimed clearance with source/datum/tolerance/model status; for STEP record availability, settings, filename/checksum, units/origin, receiving tool/error, and each differing outline/hole/connector/height row.
Recovery: Retain Resin observations as visual context only, perform numeric checks in the approved external workflow, and keep STEP-dependent criteria Unavailable/Blocked until a valid independently opened artifact exists.
Stop or escalate: Stop signoff when any critical dimension lacks a source, a model is provisional, STEP cannot be independently opened, revisions are unpaired, or geometry differs without cause.
Evidence: Dimensional matrix, source revisions, external measurements, STEP status/artifact/checksum, receiving-tool record, object-level differences, and owner list
Recheck: Every critical dimension is externally verified or Blocked, and any STEP artifact opens with all critical geometry reconciled; no screenshot or fixture closes a dimensional row.
Task-specific troubleshooting
Check its footprint and model association; do not assume the physical part is absent from the design.
Mark its envelope unverified and obtain the package-specific model or dimensional drawing before clearance sign-off.
Verify the footprint origin, model origin, rotation, board side, and pin-one reference against authoritative data.
Use a known asymmetric connector or reference designator to establish viewpoint and mirroring before recording orientation.
Still validate exported geometry and numeric clearances in the receiving mechanical workflow.
Stop sign-off, record the source revision and export options, and compare missing models, transforms, and board geometry object by object.
Decision gate
Saved board and placed-reference count, reconciled model-coverage table, top/bottom/critical-preset evidence, interface and clearance matrices, approved source revisions, external measurements, STEP availability/result when required, issue owners, and signed coverage statement
Counts do not reconcile, a critical model is missing/mismatched/provisional without an owner, a required view is occluded, external dimensions or STEP checks are absent, or visual fit is used as mechanical proof.
Next decision
Use the evaluation kit to choose a representative input and define the result your team needs.
ExecuteRun the task in ResinUse an approved project or disposable copy and preserve the actual result separately from this guide.
ContinueReview the project BOMAdvance only within the scope permitted by the completed decision gate.