LAB WORKFLOWS & BUYER GUIDANCE

Dental CAD delivery acceptance: download is only one checkpoint

“Delivered” can mean several different things to different teams. This original acceptance framework separates file receipt from technical review and release, helping a lab define who owns each decision without inventing guarantees about a provider’s process.

Name each checkpoint

Delivery acceptance checkpoints
CheckpointEvidenceStill unresolved
ReceivedExpected files are available and identifiedWhether the receiving workflow can use them
ImportedIntended environment opens the packageWhether the design meets the agreed review scope
ReviewedNamed reviewer records decisions and issuesWhether every release dependency is resolved
ReleasedAuthorized team identifies the current permitted outputAny downstream process-specific acceptance

Define acceptance before the pilot

Agree on the intended deliverable, receiving environment, revision identifier and review responsibilities before the first delivery. Separate a file-transfer problem from a design question so the response reaches the person able to resolve it.

A successful import does not by itself demonstrate that the design is ready for production. Likewise, a reviewer’s acceptance of one marked feature does not settle every outstanding issue. State the actual scope of each decision.

Illustrative acceptance record

Illustrative example, not a reported Pristine outcome: “Package R05 received; listed files present. Native project opened in the agreed receiving environment. Review question Q02 remains held pending clarification. Export E05 has not been released for manufacture.”

This record lets a coordinator report progress without collapsing all states into “approved.” Once Q02 is resolved, the responsible team can record the next review or release action with the current revision identifier.

Route failures without losing the current version

For missing files, compare the package with its manifest. For import failure, record the exact message and relevant environment details. For a design concern, identify the unit, view and requested decision. Do not replace the current package with an unlabeled correction.

When a replacement arrives, record what it supersedes and repeat the affected checkpoints. A replacement surface may need review even if the earlier native project opened correctly. Choose the checks according to what changed, rather than assuming the entire prior acceptance transfers.

Close with an explicit release boundary

Record the approved revision and named outputs, the responsible approver and any permitted-use limits. Keep held items visible. If the team has no defined release owner, resolve that responsibility before treating a package as ready for the downstream process.

Use the framework as a starting worksheet and adapt it to the lab’s actual process. It is not a certification, legal agreement or assertion that every Pristine delivery currently uses these exact stages.

Prepared by Pristine Dental Design · October 6, 2026. Guidance for professional case communication and review. Actual prescriptions, manufacturer requirements and receiving-team approvals govern design and production.

3Shape cannot upload to a remote site: check the intended transfer route