Define use before geometry
Content for scheduling, placement, and coordination can require different information. Agree what the receiving model needs the family to do.
- Specify the Revit version, family category, origin, and placement behavior.
- List required type and instance parameters and shared parameter requirements.
- Confirm representation needs for the views, schedules, and intended model use.
Confirm the product basis and review
Supplied drawings and product data determine what can be represented. Missing dimensions or interface requirements need clarification rather than invention.
- Supply current product drawings, dimensions, connection information, and variants.
- Identify required connectors, clearances, and data fields where applicable.
- Name the receiving reviewer and how placement and parameter behavior will be checked.