Printable Process-Control Resource
Mass Finishing Sample Trial Record for Small Precision Parts
Use this non-promotional worksheet to define the incoming part, record one controlled finishing trial, compare results, and decide whether the process is ready for a repeat run.
Before sending parts for a trial
Complete Section A below before requesting a process recommendation; there is no need to create a second checklist. Match each sample bag or container to the drawing revision and trial ID, identify any untreated reference parts, and mark the features that must not change. Agree on the inspection locations, method and acceptance limits before processing. If a limit is not yet defined, record it as an open question rather than assuming that a visually brighter part is acceptable.
Before dispatch, confirm sample acceptance and shipping instructions with the team, including which drawings or photographs may be shared, the quantity available for testing, and any handling restrictions. Fees, timing, return arrangements and the scope of testing should be confirmed for the specific request. For equipment context, review the vibratory finishing machine range; a machine selection or production result cannot be established from capacity alone.
How to use this worksheet
- Complete the part and acceptance sections before selecting a machine or recipe.
- Photograph representative parts under consistent lighting and mark the critical inspection locations.
- Run a small representative batch. Change one primary variable at a time.
- Inspect at planned intervals instead of extending the cycle by assumption.
- Repeat an acceptable trial before releasing a process window for production.
A. Part and acceptance definition
| Field | Record |
|---|---|
| Trial ID / date / owner | |
| Part name / drawing revision | |
| Material / hardness / coating | |
| Part size / weight / batch quantity | |
| Incoming defect and location | |
| Critical features to protect | Threads / holes / slots / sealing face / sharp edge / cosmetic face / other: |
| Acceptance criteria | Burr limit, edge condition, dimensions, surface appearance, cleanliness and any approved reference sample: |
| Inspection method | Visual standard / magnification / gauge / surface measurement / functional test: |
B. Trial recipe and load
| Process field | Setting or measured value | Why selected |
|---|---|---|
| Machine / bowl, tub, barrel or magnetic system | ||
| Media material / shape / size / condition | ||
| Part load / media load / working volume | ||
| Compound / water / concentration / flow | ||
| Speed / amplitude / direction | ||
| Planned inspection times | ||
| Separation / rinse / dry method |
C. Inspection results by interval
| Time | Burr / defect | Critical edges | Dimensions | Surface / cleanliness | Decision |
|---|---|---|---|---|---|
| 0 / baseline | |||||
| Interval 1 | |||||
| Interval 2 | |||||
| Final |
D. Failure evidence and next change
Do not record only “pass” or “fail.” Describe where the result appeared, how many inspected parts showed it, and which process variable will be changed next.
| Observed pattern | Evidence to record | Next controlled question |
|---|---|---|
| Burr remains | Location, direction, size range and affected sample count | Is contact missing, media too large, or process energy insufficient? |
| Edge changes before burr is removed | Critical edge measurement and comparison photo | Can energy, interval, media or upstream burr size be reduced? |
| Part-on-part marks or tangling | Part orientation, load composition and affected surfaces | Does the load need more separation, lower part quantity or different motion? |
| Media lodges in a feature | Feature opening, media dimensions, frequency and removal method | Which shape or size avoids the dimensional match? |
E. Repeatability and release
- Repeat trial ID and number of repeat batches: ____________________
- Process window approved, conditional or rejected: ____________________
- Variables that must not change without a new trial: ____________________
- Inspection frequency for production: ____________________
- Approved by / date / drawing or control-plan reference: ____________________
Methodology and related guides
The worksheet fields are derived from a basic controlled-trial principle: define acceptance first, document the starting condition, change limited variables, inspect representative features, and repeat the approved result before scale-up. For geometry-specific examples, see the guides for stamped metal parts and small fasteners. Equipment selection should follow the actual part, batch and acceptance criteria; the bowl, tub and capacity guide provides the broader decision framework.
The record-first principle can also be adapted to nonmetal workpieces, but the acceptance criteria must be rewritten for the material. Our separately operated jingseyewear site provides an example of a product category where surface appearance, edge condition and deformation risk require their own inspection language.
Version: 1.0, 20 July 2026. You may print or link to this worksheet for internal process planning. When sharing a completed record, remove customer-confidential drawings, part numbers, specifications and photographs unless disclosure is authorized.
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