Quick, but comprehensive, summary of everything that needs to be checked for a schematic to be approved for layout!

CONTENTS

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Document Setup

Title blocks, parameters, templates, etc

NER template is used
- Check for latest version!
Title block is filled in
- All project parameters are completed
- Necessary documents parameters are completed
- Authors are filled in accurately per sheet (if needed, add a note block to attribute to multiple people, or do multiple initials in the title block!)
ActiveBOM has been created
- ActiveBOM has been updated so all parts are sourceable
All sheets are named meaningfully
If a sheet is very empty, the smallest size (A) is used

Organization

How the design is spread across schematic sheets

If the design could be on one sheet, is it?
If the design has repeated circuits, is hierarchy used?
Dashed lines (medium size, red color) are used to separate into functional sections
Functional sections are labeled

Does the circuit actually work

Does the circuit work?
Are tolerances correct?
Is power sufficient?
Are voltage ratings exceeded?
Are polarities flipped?
- PMOS vs NMOS
- MOSI into MISO mistakes
Are there test points on all relevant nets?
Project compiles without errors or noteworthy warnings
- Right click on project title > “Validate PCB Project …”

Notes, labels, and anything else useful for letting the future engineers know what is happening

Notes are present explaining all critical calculations and reasoning
- Alternatively, a Confluence page is created covering design
Net labels are added to all critical nets
Relevant parameters & part numbers are shown
Note blocks are color coded (if many are used)

The actual nitty-gritty of a clean looking schematic