Download-free project brief
Use this checklist to gather the product, hazardous-area, pack, output, utility and support information needed for a faster, more useful technical quotation.
Project data
Unknown items can be marked “to be confirmed”. The goal is to expose assumptions early, not delay the first conversation.
Useful attachments
Large attachments can be sent to sales@lancinguk.com. Include the project name and a contact number.
Checklist FAQs
Yes. Mark the classification as pending and provide the competent assessor or project contact. The machinery shortlist can begin, but the final hazardous-area specification cannot be closed without the required classification information.
Samples are strongly recommended where viscosity, foam, stringing, particles, container stability, closure handling or fill tolerance are difficult to predict from data alone.
Yes. Even if only the filler is being purchased, capping, labelling, conveyors, existing line height and controls affect the practical specification.
Your machine recommendation
Send your product SDS, container details, fill range, target output and any ATEX information. You’ll receive a practical shortlist matched to your application.
☎ 01494 623015✉ sales@lancinguk.comDirect support for new machines, line upgrades and complete filling projects.
Responsibility checklist
Attach a named owner and required date to every open item. An assumption that is visible in the quotation can be managed; an assumption hidden inside a generic description is more likely to cause redesign or an unsafe interface.
| Input or deliverable | Typical owner | Status to record |
|---|---|---|
| Current SDS and formulation data | Purchaser/product owner | Received, revision date, products covered and outstanding variants. |
| DSEAR assessment and zone drawing | Site operator/competent assessor | Approved, preliminary or pending; boundaries and assumptions identified. |
| Machine intended-use specification | Purchaser and Lancing | Products, packs, operating modes, output, cleaning and exclusions agreed. |
| Extraction and facility services | Named site or project designer | Performance criterion, interface, interlock, installation and commissioning owner. |
| FAT protocol and test materials | Purchaser and Lancing | Approved protocol, samples, instruments, run length and acceptance limits. |
| SAT and handover | Site/project team with Lancing scope defined | Installation checks, production test, training, documents and open actions. |
Sample trial and FAT
Only where the parties document why it is representative for the functions being tested. Water may not reproduce viscosity, density, foam, vapour, conductivity, compatibility or cut-off. Any untested product behaviours should remain explicit open risks or require a separate product trial.
The sample size should be agreed from the process, target tolerance, variation and purpose of the test. There is no single number suitable for every product. The protocol should state the warm-up, measurement sequence, instruments and statistical or pass/fail method before testing begins.
Where cleaning is part of the intended operation, representative drain, flush, dismantling and restart steps should be demonstrated or otherwise verified. Site waste services and final cleaning validation may remain installation-dependent, but the machinery access and flow path should not be left untested.
Additional specification checkpoints
Name the intended marking and instruction evidence, equipment schedule, drawings, control narrative, material schedule, FAT protocol, SAT actions and handover records required for the contracted scope. Distinguish statutory documents from project-specific deliverables.
Approve the exact product and cleaning conditions against every wetted component, including dynamic seals, hoses and valve internals. Record who owns long-term material approval and what the product trial will demonstrate.
Include cap or pump samples, neck finish, torque or retention method, cap presentation, open-pack transfer, downstream stop response and reject handling. This prevents the capper becoming a late unassessed addition.
Additional evidence to attach
Share your SDS, hazardous-area information, containers, fill volumes, target output and any capping or labelling stages.