CAD SETUP & WORKFLOW EVIDENCE

Personal CAD Preferences vs Manufacturing Parameters

Classify a requested setting change by what it affects, who approves it and whether a production dependency is involved.

Download the blank worksheet (CSV)

Ask what the setting changes

A personal interface choice, a lab instruction and a manufacturing parameter should not travel through the same approval path merely because each appears in a settings dialog. Classify the effect of the change, not just the screen where it is entered.

The DentalCAD overview lists interface-related settings such as language and tooth numbering alongside graphics and other controls. Its material documentation explains that equipment suppliers and milling services may provide dedicated configurations differing from defaults. Those distinctions are a reason to investigate scope; they do not validate a universal list of harmless settings.

Use an effect-and-owner worksheet

This is an original classification framework, not the vendor’s menu structure. A single request can belong to several rows. If its effect is unclear, label it unresolved and obtain an explanation from the responsible administrator.

Use an effect-and-owner worksheet — original planning worksheet
CategoryEvidence and approval to record
Personal presentationWhat changes on screen; whether interpretation is affected
Lab communication preferenceApproved instruction, scope and case-exception rule
Component/library dependencyExact identity, version and responsible component owner
Design/manufacturing parameterGoverning material/process requirement and receiver approval
Output or CAM configurationFile role, production route and acceptance test
System configurationPerformance/access/storage impact and IT or supplier owner

Do not promote an operator preference into a default

Suppose a designer requests a different view layout for a training exercise. Record what changed and confirm whether saved outputs remain unaffected. Do not use that observation to classify every graphics setting as presentation-only.

Conversely, a request to adjust an output-affecting parameter needs the appropriate governing source and approval. Calling it my preferred preset does not make it a personal interface choice. Keep numerical values in the controlled, approved workflow record; this public guide supplies none.

A reviewer’s case-specific request belongs with that case unless the responsible team approves a broader instruction. The existing lab-preference versioning guide explains that communication decision; this page handles the additional question of whether an installed setting or production dependency changes.

Resolve conflicts before using the change

Identify the current prescription, lab instruction, manufacturer requirement and installed configuration that govern the affected task. If they conflict, hold the affected decision and ask the responsible team which source applies. Do not silently override a locked or supplier-controlled setting.

3Shape documents .dme exchange for material settings, including export metadata and an option to lock exported materials. An available import function establishes a software mechanism; it does not make every imported file applicable to the lab’s materials, release or production route.

Record the approved change in the setup profile only after its scope and verification are clear. Separate observation, acceptance and release decisions so a successful import cannot be mistaken for production approval.

Louie validation and limits

Technical review pending — unverified locally. Louie must validate the proposed categories on actual exocad/3Shape releases and identify any setting that crosses categories. Administrator and receiving production team approval remain necessary for configuration or output-affecting changes.

The CSV is a blank operational worksheet with no patient data, executable code, configuration pack or clinical/manufacturing values. It does not perform an installation or authorize a production change. Examples in this guide are hypothetical, not measured results or approved Pristine case evidence.

Source notes

Official documentation checked October 6, 2026. Source dates and scope are listed below; a current source check does not establish applicability to every installed release. Original worksheets and decision frameworks require owner/administrator review.

Prepared by Pristine Dental Design · October 6, 2026. Actual prescriptions, applicable manufacturer instructions and responsible design/production approvals govern each case.