What to include with an industrial requirement

Use this checklist to organise the operating, technical, commercial and documentation information available for the first review.

Describe the application, not only the product name

Operating conditions and required performance help manufacturers and supply partners review the intended application. If information is missing, send what you have.

  1. 01Product description and required quantity
  2. 02Available specifications, drawings or data sheets
  3. 03Operating conditions and process medium
  4. 04Required connection and material details
  5. 05Technical and commercial documentation requirements
  6. 06Required delivery schedule and destination

What to include for each product category

These prompts support the first review. Final selection depends on the complete operating conditions and project requirements.

01

Expansion Joints

Include the operating temperature, pressure, process medium, required movement, connection arrangement and project specifications where available.

  • Operating temperature
  • Pressure
  • Process medium
  • Movement requirements
  • Connection arrangement
  • Project specifications
View Expansion Joints guidance
02

Valves & Flow Control

Include the process medium, size, pressure class, temperature, body and trim materials, end connection and operating method where available.

  • Process medium
  • Size
  • Pressure class
  • Temperature
  • Body & trim materials
  • End connection
  • Operating method
View Valves & Flow Control guidance
03

Pumps & Fluid Handling

Include the required flow and head, fluid properties, construction materials, driver and installation arrangement where available.

  • Required duty point
  • Fluid properties
  • Construction materials
  • Driver
  • Installation arrangement
View Pumps & Fluid Handling guidance
04

Instrumentation & Process Control

Include the measurement range, process connection, wetted materials, required accuracy, operating environment and project requirements where available.

  • Measurement range
  • Process connection
  • Wetted materials
  • Accuracy
  • Operating environment
  • Project requirements
View Instrumentation & Process Control guidance
05

Electrical Products & Consumables

Share your product list, quantities, sizes or part numbers, and any drawings or project specifications.

  • Product list
  • Quantities
  • Sizes
  • Part numbers
  • Drawings
  • Project specifications
View Electrical Products & Consumables guidance

What happens after you contact Aurum

Answers about incomplete requirements, product review, sourcing, documents and follow-through.

01What information should I send first?

Send the product description, specifications, quantity, operating conditions, documentation requirements and required delivery schedule where available.

02Can Aurum review an incomplete requirement?

Yes. Send the information you have. We will identify the technical, commercial or documentation details still needed for review.

03How does Aurum identify the product route to review?

We review the application, operating conditions and stated specifications before approaching relevant manufacturers, principals or supply partners.

04Which documents can be coordinated?

Technical, commercial, approval, inspection and certification documents can be coordinated when they are included in the customer and project requirements.

05What happens after delivery?

Aurum follows up on outstanding documents, replacement products and product-support requirements after delivery.

06Do I need a completed data sheet?

Not for the first review. Send the available specifications and operating information so the missing details can be identified.

Ready to send the information you have?

Include any available specifications, operating conditions, quantity, documents and required delivery schedule.

Send Your Requirement