✅ Selmo PTF Checklist – Supplier & Inputs
Objective of the checklist
This checklist ensures that all necessary information, documents and data for the PTF process are available, reviewed and released. It defines who delivers what, in which format, when, and who checks, whether the information is ready for the PTF.
The PTF can only be started when all mandatory inputs are available or are bindingly scheduled.
1. Supplier checklist
1
Process owner / Industrial Engineering
Process description, sequence, parameters, cycle time, quality targets
PTF-PROC, PTF-PARAM
Excel / PDF
PTF lead
2
Mechanics / Design
Construction, kinematics, layout, end positions, interfaces
PTF-TECH, PTF-IO
STEP / Excel
PTF lead / Electrical
3
Electrical / Control (E-Plan)
Sensors, actuators, addressing, safety circuits
PTF-IO, PTF-SAFE
Excel / EPLAN export
Automation
4
Software / Automation (Selmo)
Function sheets, state logic, bit-control rules
PTF-FUNC, PTF-SAFE
XML / PDF
PTF lead
5
IT / OT / MES / ERP
Interfaces, communication protocols, data fields
PTF-IF
JSON / YAML / PDF
Automation / PTF lead
6
Quality / Safety / CE
Standards requirements, risk assessment, safety level
PTF-SAFE, PTF-RISK
PDF / Excel
Project management
7
Management / project management
Project goals, scope, budget, schedule
PTF-SCOPE, PTF-RELEASE
PDF / Word
Customer
8
Customer / Operator
Requirement description, process objective, operating conditions
PTF-REQ
PDF / Word
PTF lead
9
IT security / data protection
Security, access, communication policies
PTF-SEC
PDF / YAML
Quality / IT
10
Maintenance / operations
Requirements for operation, diagnosis, maintenance
PTF-HMI
Excel / CSV
PTF lead / Quality
Supplier quality characteristics
Each supplier must confirm before PTF start that their data:
are unambiguous (no contradictory terms or states),
are complete (contain all relevant information),
are verifiable (testable by test cases, measurement points or limits),
comply with standards (CE, ISO 12100, ISO 13849, MVO 2027),
are versioned (with date, author and reason for change),
are released (internally reviewed and documented).
2. Input checklist
1
PTF-PROC
Complete process description with states, transitions and conditions
Mandatory
Process owner
Excel / PDF
2
PTF-PARAM
Process parameters (times, forces, temperatures, limits)
Mandatory
Process / quality
Excel / CSV
3
PTF-TECH
Overview of all technologies, devices, media, systems used
Mandatory
Mechanics / Electrical
Excel / PDF
4
PTF-IO
Signal list with addresses, signal names, CMZ level, zones
Mandatory
Electrical / control
CSV / EPLAN export
5
PTF-FUNC
Definition of functions (inputs, outputs, triggers, test cases)
Mandatory
Automation
XML / PDF
6
PTF-SAFE
Safety concept (interlocks, CMZ, MXIC, PLr/SIL)
Mandatory
Safety / CE
Excel / PDF
7
PTF-IF
Interface description (MES, ERP, SCADA, robot, cloud)
Mandatory
IT / OT
JSON / YAML / PDF
8
PTF-HMI
Operation concept, texts, messages, diagnostics
Optional
Maintenance / software
Excel / CSV
9
PTF-RISK
Risk list and assessment of deviations (process, technology, function)
Mandatory
Quality / Safety
Excel / PDF
10
PTF-RELEASE
Release document with signatures of all responsible parties
Mandatory
Project management
11
PTF-SCOPE
Project scope, boundaries, system definition
Mandatory
Project management / customer
PDF / DOCX
12
PTF-SEC
Security and communication policies
Optional
IT / security
PDF / YAML
Structuring of inputs in the project directory
Recommended project structure:
00_Scope → PTF-SCOPE
01_Process → PTF-PROC, PTF-PARAM
02_Technology → PTF-TECH, PTF-IO, PTF-IF
03_Function → PTF-FUNC, PTF-SAFE
04_Quality → PTF-RISK, PTF-NORM
05_HMI → PTF-HMI
06_Release → PTF-RELEASE
Example path: /PTF/03_Function/PTF-FUNC_v1.0.xml
Input control (before PTF start)
Before starting the PTF phase the following points must be fulfilled:
Recommendations for practice
Consistent naming conventions (e.g.
PTF-PROC_v1.0.xlsx)Conduct regular PTF reviews
Regularly check inputs for Selmo conformity (determinism, verifiability, documentation)
Provide all inputs with change and release history
Immediately report incomplete or non-verifiable data back to the supplier
Conclusion
The success of the Selmo PTF depends directly on the completeness and quality of the supplier inputs depending on it. Only when all information is unambiguous, verifiable and documented can a deterministic, traceable and standards-compliant process model be created.
This checklist is the basis for a clean start to the PTF process and thus for a successful project implementation according to Selmo standard.
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