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Set Up Folders

This SOP explains how to set up the customer folder structure for AM onboarding. CSM typically creates it before requesting uploads; CS Ops verifies it before execution.

Owner And Purpose

  • Owner: CSM
  • Purpose: Create one standardized onboarding workspace before requesting customer uploads.
  • CS Ops role: Verify this structure before execution and request correction if anything is missing.

When To Use This

  • For every new AM customer onboarding before sending the intake/upload request.
  • When a customer onboarding folder must be recreated due to missing or broken structure.

Step 0: Find Or Copy The Template Workspace

  • Go to: [\General\03_Sales\07_Customer Success\ONBOARDING\Onboarding Projects]
  • Copy [TEMPLATE_ONBOARDING_Customer_Name] and rename it as: [ONBOARDING_Customer_Name] replace [Customer_Name] with the actual customer.
  • If [ONBOARDING_Customer_Name] folder exists from previous calibrations/onboardings for this customer, add a number to the end so that the new folder is: [ONBOARDING_Customer_Name_02]

    Example    :
    ONBOARDING_Acme_Inc exists already so the current folder should be called ONBOARDING_Acme_Inc_02
  • If the copied template is complete, continue to Step 7.

Caution

  • The base location is fixed and mandatory: [\General\03_Sales\07_Customer Success\ONBOARDING\Onboarding Projects].
  • If link sharing for [Customer_Upload] is blocked, CSM must resolve it with IT/Cybersecurity before intake starts.

Critical note for CS Ops, if you are on this page: If there are than one material/machine/parameter set to be calibrated, make a copy of the whole [ONBOARDING_Customer_Name] for each calibration requirement.

Rename the copy of the folder to [ONBOARDING_Customer_Name_number] e.g. [ONBOARDING_Acme_Inc], [ONBOARDING_Acme_Inc_02], [ONBOARDING_Acme_Inc_03]etc.

Then follow the CS Ops Runbook for each of these folders separately.

You should know how many material/machine/parameter sets must be calibrated if both these points are true:
- CSM informed you what must be calibrated
- Customer uploaded more than one Spreadsheet for various material/machine/parameter options.

Step 1: Create The Two Top-Level Folders

Steps 1 - 6 are only relevant if you could not locate the template folder.

Create these two folders:

  • [Customer_Upload] (shared with customer)
  • [CS_Internal] (never shared with customer)

Rules

  • Only share a link to [Customer_Upload] with the customer.
  • Never share [CS_Internal].
  • [Customer_Upload] is the only shared link for this onboarding.

Step 2: Create [Customer_Upload] Subfolders

Inside [Customer_Upload], create:

  • [01_Spreadsheet]
  • [02_Slicer_Project]
  • [03_Example_Parts_Optional]
  • [04_Other]

Step 3: Place Standard Customer Files In [Customer_Upload]

In [Customer_Upload] root, add:

  • [README.txt]

In [Customer_Upload/01_Spreadsheet], add:

  • Current process chain and costs spreadsheet template

Rule

  • Customer inputs must come through this folder structure. Avoid email attachments.

Step 4: Create [CS_Internal] Subfolders

Inside [CS_Internal], create:

  • [Calibration_Run]
  • [Validation_Run]
  • [Evidence]

Step 5: Create [Calibration_Run] Structure

Inside [CS_Internal/Calibration_Run], create:

  • [Calibration_CAD]
  • [Calibration_Build_Projects]
  • [Calibration_Gcode]
  • [Evidence]

Step 6: Create [Validation_Run] Structure

Inside [CS_Internal/Validation_Run], create:

  • [Validation_CAD]
  • [Validation_Build_Projects]
  • [Validation_Gcode]
  • [Evidence]

Step 7: Confirm Storage And Handover Rules

Rules

  • Customer uploads go to [Customer_Upload] only.
  • CS Ops execution artifacts go to [CS_Internal] only.
  • Evidence for CSM review goes to [CS_Internal/Evidence].

Practical interpretation

  • Slicer exports, G-code, extractor sheets, validation outputs, screenshots, and notes belong in [CS_Internal].
  • If any file must be shared outward, CSM decides and copies only the specific file to [Customer_Upload].

Completion Criteria

You are done when:

  • [Customer_Upload] exists with all four required subfolders.
  • [README.txt] exists in [Customer_Upload] root.
  • The spreadsheet template exists in [Customer_Upload/01_Spreadsheet].
  • [CS_Internal] exists with [Calibration_Run], [Validation_Run], and [Evidence].
  • [Calibration_Run] and [Validation_Run] contain their required subfolders.
  • CS Ops starts execution only after CSM confirms the workspace is complete, customer link is shared, and customer shared all required information in their folder.