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Included in this appendix is an example of a policy template that
is filled in to show you how it is developed. Each of the document’s
elements is covered in the template.
See Ch. 3 for more examples of policies.
Appendix A: Policy
Example
146 Developing and Managing Engineering Procedures
Policy
Title: Engineering Lab Notebooks Policy No.: P-02
Release Date: 5/3/00 Page: 1 of 2
1.0 Purpose
The purpose of this policy is to provide the guidance for the
use of engineering lab notebooks to document potential patentable
designs.
2.0 Scope
This policy applies to all personnel involved in the design of
new products.
3.0 Policy
Engineering lab notebooks will serve as the initial documen-
tation of the conception of inventions, as well as a daily record of
technical investigations, analysis, and findings. Data recorded in
engineering lab notebooks will form the basis for product design and it
will establish a legal record of conception and witnessing of technical
innovation. Specific requirements regarding engineering lab notebooks
are set forth in an engineering procedure. Compliance is essential, as
these notebooks could serve as evidence in a legal action arising from
patent disputes.
All engineers involved in design and development activities will keep
and maintain engineering lab notebooks. Each engineer will be respon-
sible for the security of his or her notebooks. Engineering lab note-