✅ Selmo PTF – Process flow checklist & milestone overview
Goal
This checklist describes the process, the checks and approvals within the PTF process. It serves as guidance for the project team and as a basis for project controlling, scheduling, and quality assurance.
Each phase of the PTF ends with a defined milestone, the fulfillment of which is checked and documented.
1. Process flow – step-by-step checklist
1
PTF start / scope definition
Clarify project boundaries, objectives, standards, and roles
PTF-SCOPE document, supplier list
Project management / PTF lead
- All suppliers named - Project scope approved
2
Process capture (P)
Understand the physical flow and logic
PTF-PROC, PTF-PARAM
Process owner
- Flowchart complete - Parameters defined
3
Technology analysis (T)
Define technologies, devices, interfaces
PTF-TECH, PTF-IO, PTF-IF
Mechanics / Electrical / IT
- Technology matrix complete - Signals assigned
4
Function definition (F)
Describe functional logic, monitoring, test cases
PTF-FUNC, PTF-SAFE
Automation / Software
- Function sheets created - Safety logic documented
5
Data integration & review
Check completeness and Selmo compliance
PTF review protocol
PTF lead / Quality
- All artifacts submitted - no open items
6
Risk assessment & deviations
Document and assess non-conformities
PTF-RISK
Quality / Safety
- Risks assessed - Measures assigned
7
PTF review meeting
Technical and organizational approval
PTF review report
Project management / PTF lead
- All disciplines present - Decisions documented
8
PTF approval (release)
Official authorization for modeling
PTF-RELEASE document
Project management / customer
- Signatures present - Version archived
9
Transfer to Selmo modeling
Import PTF data into Selmo Studio
PTF-XML / model export
Automation / Software
- Import successful - Structure mappable
10
Project closure / audit trail
Retrospective, lessons learned, archiving
PTF final / lessons learned report
PTF lead / Quality
- Documentation complete - Audit trail secured
Additional check for each phase
Before completing each phase, it must be checked that:
2. Milestone overview (PTF lifecycle)
M1 – project start
Week 0
PTF scope, supplier list, objective definition
Project management
Project objective and boundaries approved
M2 – process definition completed
Week 2–3
PTF-PROC, PTF-PARAM
Process owner
Process complete and reviewed
M3 – technology analysis completed
Week 4–5
PTF-TECH, PTF-IO, PTF-IF
Mechanics / Electrical / IT
Interfaces, signal structure aligned
M4 – function definition completed
Week 6–7
PTF-FUNC, PTF-SAFE
Automation / Software
Functional logic consistent, safety assessed
M5 – PTF review meeting
Week 8
PTF review protocol, PTF-RISK
PTF lead / Quality
All artifacts complete, risks assessed
M6 – PTF release
Week 9
PTF-RELEASE
Project management / customer
Official approval for Selmo modeling
M7 – Selmo model imported
Week 10
Selmo model (Plant → HWZ → SEQ → Zones)
Software / automation
Import successful, code generatable
M8 – SoftFAT (digital twin)
Week 11–12
Simulation / emulation successfully tested
Automation / Quality
Communication and sequences validated
M9 – project closure (PTF final)
Project end
Lessons learned, audit trail, archiving
PTF lead / Quality
Documentation complete, audit passed
PTF process flow (simplified)
Quality assurance per milestone
Each milestone is only reached when:
The preceding steps are fully completed are
The Check and review documents have been approved
The PTF lead a formal confirmation for handover has been given
The Project management the result is approved in writing
Recommendation for project practice
Plan each PTF phase as a standalone work package with deliverables and review.
Use the milestones M1–M9 as mandatory points in the project schedule.
Conduct review meetings in an interdisciplinary manner (mechanics, electrical, software, quality, management).
Store all approved artifacts in a versioned PTF repository there.
Link PTF milestones with the project milestones in your PM tool (MS Project, Jira, Notion etc.).
Conclusion
This checklist and milestone overview ensure:
clear structure and responsibilities,
traceable progress,
plannable reviews,
and verifiable approvals.
This makes the PTF process a measurable part of project management – and the result a fully documented, standards-compliant, and deterministic system according to the Selmo standard.
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