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Batch work is useful for repeated exports, drawing updates, metadata checks, and design reviews. Start with a defined file list and an operation you have checked on a representative input.

Define the batch

Specify the files or document links, configurations, source revisions, operation, destination, and naming convention. Decide how to handle existing outputs and which failures should stop the batch. A folder name alone may be ambiguous. Ask Adam to enumerate the inputs before it starts, especially when subfolders or multiple configurations are involved.
Plan a STEP export batch

Check one result first

Run the operation on a representative file, then open its output. For geometry exports, verify scale, bodies, and configuration. For drawings, inspect all sheets and confirm the PDF reflects the intended source revision.
Run the checked export procedure

Handle interruptions

A timeout can occur after an application has already changed a file. Inspect the document and destination before retrying. Ask Adam to distinguish completed work, confirmed failures, and items whose state is uncertain. Desktop batches require the paired computer and application to remain available. Solver or CAD session limits may mean work runs sequentially.

Keep a reusable record

Retain the manifest, procedure, outputs, and exception report. Use Repeat engineering work to preserve the brief and Scheduled tasks when the work needs a recurring trigger. For drawing batches, see Engineering drawings. For a final handoff, see Documentation and release.
Last modified on October 14, 2026