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Sample approval: what to check on a first article before releasing a batch

A first article is not a formality. It is the only point where a wrong assumption costs one part instead of a hundred.

~1,500 words · 8 min read · Updated 2026-11-10

Sampling exists because drawings are imperfect. A drawing can define a part and still leave out the thing that matters: how the edge reads under a light, whether the colour is right in the actual store, whether the part fits the frame that the customer did not send. A first article surfaces all of that while it is still cheap.

Sampling and production are separate steps

What each stage is for
StageDurationWhat it proves
Drawing check1–2 daysThe drawing is buildable and internally consistent
First article / sample3–7 business daysThe part is right: dimensions, finish, colour, fit
Customer approvalAs long as the customer needsThe customer agrees it is the right part
Production7–15 business daysRepeatability at volume
Packing and shipping2–4 daysThe parts arrive undamaged

The two lead times are quoted separately because they answer different questions. Sampling is fast because it is one part; production is longer because it is a batch with setup, inspection and packing.

What to check on the first article

  1. Outline dimensions against the drawing, at the datums, not by laying a tape across a corner.
  2. Holes: position, diameter and whether a fastener passes through with clearance.
  3. Fit: put the part in the frame, the housing or the display it belongs to. This is the check that a photograph cannot replace.
  4. Edge finish under raking light, on the edges you specified as visible.
  5. Face: scratches, polishing marks, print registration, film condition.
  6. Colour against the approved swatch, in the light where it will be seen.
  7. Flatness, if the part has to be flat, measured the way the drawing says.
  8. Assembly, if the part is one of several: do they go together, is the bond line where it should be?

What a photograph cannot tell you

  • Whether it fits. A photo shows a part, not a part in its frame.
  • True colour. A phone camera white-balances whatever is in the frame.
  • Whether the edge is diamond polished or flame polished, unless it is shot at a specific angle in a specific light.
  • Flatness. A slight bow looks flat in a photo.
  • Weight and feel, which matter for a handled part.

The sign-off record

An approval should be written and should reference something physical or specific. Three things are enough.

  • The part reference and the drawing revision that was approved.
  • A photograph of the accepted part, taken in the agreed lighting, retained by both sides.
  • The colour swatch reference, if colour matters, signed and dated.

A verbal approval is not an approval. We will not release a batch on it, because the person who said yes may not be the person who receives the parts, and memory of a phone call is not a specification.

When the sample is wrong

It happens, and the useful question is which kind of wrong it is.

Diagnosing a failed first article
ProblemWhose drawing or processWhat happens next
Does not fit the customer frameUsually the drawing, sometimes the frameRe-measure the frame; the customer confirms the corrected dimension
Finish not as expectedAmbiguous specificationApprove a physical sample of the finish, then remake
Colour wrong in the store lightSwatch approved in the wrong lightApprove in the actual lighting, then remake
Dimension out of toleranceOur processWe remake at our cost
Design flaw found on handlingDesignChange the design, quote the change as a revision

Approving a rollout

For a multi-store or multi-unit programme, the first article approval is more valuable than for a single part, because it locks the standard for everything that follows. What gets locked: the colour swatch, the finish definition, the drawing revision, the sheet grade and the packing method. A store opened two years later is then compared against a retained sample rather than against someone memory of the pilot.

How long does approval take

As long as the customer needs, and it is the step most often on the critical path. If a programme has a fixed date, work backwards: opening date, less build-up, less freight, less packing, less production, less sampling, less drawing approval. Most date failures are caused by the approval step being scheduled after the order rather than inside it.

Questions this article answers

Not for a simple flat part to an unambiguous drawing. For anything with a visible finish, a colour, a fit into a customer frame or a bonded assembly, a first article is almost always cheaper than a batch that has to be remade.

Usually yes, and usually credited against the production order. It is a real part made on the same machines, and charging for it is what makes the sample honest rather than a demonstration piece.

Yes, with their address and a reference, and we will say plainly what it is so it is not mistaken for the production delivery.

That is a design change, not a defect, and it is quoted as one. The approved drawing revision is what protects both sides from that becoming a dispute.

As many as the first article needs. For a set of parts that assemble, the first article is the set, because the fit between them is the thing being tested.

Approving the fit, the colour and the print in one loop

The most common schedule loss on a project with artwork is not production time — it is three approval loops run one after another when they could have run at once. Fit is approved in week one, colour in week two, print in week three, and production starts in week four having lost two weeks to sequencing rather than to work.

They can be combined, and the way to combine them is to decide which one can carry a dependency. Fit has to be right before anything is printed on the part, because a printed part that does not fit is scrap; but colour and print artwork can be signed off on flat swatches and printed panels while the fit sample is in transit. The sequence that works looks like this:

Running three approvals as one loop
DayWhat happensWhat you receive
1Drawing confirmed; DFM note returned; fitted sample released to production DFM note, quotation, schedule
2–3Colour swatch matched and printed test panel produced 3 swatches at ΔE ≤ 2, one printed panel
3–7Fit sample machined, bonded and inspected First article plus dimensional report
7Single approval meeting covering fit, colour and print together One signed record, one revision number
8Production released against the approved revision Video of first-off before the batch runs

The condition that makes this safe is that the colour and print approval must be against a retained physical standard, not against a photograph. Once a swatch is signed and kept, a printed panel produced six weeks later can be checked against it; a signed JPEG cannot be checked against anything, because every screen and every batch of ink differs. If you approve colour by photo, you have not approved colour — you have approved a rendering of it.

For multi-site projects the same loop covers the whole rollout, as long as the approved sample travels. We keep the signed first article and the retained swatch in the job file, and each later batch is compared against those two objects rather than against the previous batch. That is the difference between a rollout that stays consistent and one that drifts by a visible amount across twenty stores.

Approve one part, not a hundred

Send the frame dimensions with the drawing and the first article will tell you the truth before the batch does.

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