This Excel template contains prepared working sheets and completion notes on a separate sheet. Enter your project data and review the completed workbook before use.
This editable workbook helps you organise project information. Check any included formulas, assumptions and results before use; it does not replace professional review.
The form prepares a separate brief; it does not fill the Word or Excel file.
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Learning
How to use this template
When you need it
Use the criteria register when a design basis must be translated into specific discipline or component requirements. Maintain it as verified source editions, employer criteria and interface decisions change during the design lifecycle.
What it helps you decide
It provides a controlled reference for what designers and checkers must evaluate. The team can identify inconsistent criteria and understand which deliverables require review when an accepted criterion changes.
How to complete it
Define criteria scope and source hierarchy using the project design basis, confirmed standard editions and employer requirements, identifying relevant discipline interfaces before populating entries.
Record each criterion's identity, discipline or component, description and exact source, then identify affected deliverables and any interpretation that needs a competent review disposition.
Review criteria consistency across interfaces, preserve revision evidence and assess affected design outputs whenever a source or adopted criterion changes through the authorized design process.
Who prepares and reviews it
Discipline engineers propose criteria with design coordination and employer input where relevant. Competent checkers verify sources and applicability; the project's designated technical authority resolves criteria conflicts and approves adopted changes.
A mistake to avoid
Do not cite a standard title without checking its applicable edition and provision; the register must support the actual criterion used in design review.
Illustrative example
Illustrative example: architectural and mechanical teams use different service-clearance assumptions around a plantroom unit. The register records the relevant criteria and sources against affected deliverables. Coordinated review resolves the basis, allowing both disciplines to revise their designs consistently before package issue.