Requirements checklist
What to ask for when choosing software for diagnostic equipment manufacturers.
A checklist built from how diagnostic equipment manufacturers work, to print or save as a PDF and bring to any supplier meeting.
What the software should cover
Tick each one that matters to your business.
- Instrument models and bills
- Board and component lots
- Build, burn-in and firmware
- Calibration and final test
- Installation and warranty
- Service and spares by serial
Roles that need their own access
Who logs in, and what each person may see or change.
- For production
- For test and calibration
- For quality
- For field service
- For spares and dispatch
Reports to ask for
Ask to see each one with your own sample data.
- Units in build, burn-in, calibration and final test
- Firmware versions in the installed base
- Boards and sensors by lot against serials
- Calibration results outside tolerance
- Warranty expiry by customer
- Service visits by model and fault
- Spares sold by revision
Systems it may need to connect to
Note which ones you already run.
- Test bench exports
- Barcode and label printers
- SMS
- Accounting export
Questions for any vendor
Put these to every supplier you are comparing.
- Can burn-in results be stored on the serial?
- Does it track firmware updates in the field?
- Can contract assembly be recorded?
- Can we quote the right probe or lamp?
- How are calibration standards controlled?
- Can installation reports be filled on a tablet?
- What does the software not do?
- What shapes the scope and the quote?
- Can the installed base be loaded?
- Who maintains templates?
Where the work usually breaks today
Circle the ones you recognise. They set the order of the project.
- Firmware versions drift between units
- Calibration readings stay on the test PC
- Board lots are hard to trace
- Consumables and spares are sold blind
- Installation reports go missing
Prefer to talk it through? See the diagnostic equipment manufacturers page.