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Working draft for the IEC 62079 FDIS

1. cc cceeeeeeeeeeeeeeeeeeeee eee eeeeeeeeeeeeeeees 26 6 3 4 Illustrations with Captions heresies oi cece cece TAA 27 6 3 5 One illustration one item of information cccccecccceee eee eeeeeeeeeaeeeees 27 6 3 6 Additional pictures for user CONVENIENCE cceeeeeeeeeeeeceeeeeeeeeee tease 27 o P ROIGOUl Ase EN AEE I es es eee ee ie ie 27 6 4 GraphiCal syMbolSiietyt ices te a ee hs te AS 27 6 4 1 Using standard symbols on the product and in instructions 27 6 4 2 Explanation of symbols 0 cece cece eect tenet eee eee ea tesa nese essa tesa eeeaeeees 27 6 4 3 Symbols in diagGraMs cccceceeceeeeeeeee eects ee eeee anes caeeeeaeeeesaeeesaeeesaeeeaaes 27 6 5 TABES i iccte te eel aie Heenan ite eit nein vie een 27 6 6 Charts and Diagrams eara a aaa E E A AEA ARE aa losers EERS S 28 6 7 Flow charts and flow diagrams eenei ana naa ana AEA AE OAKA 28 2 3B 244 CDV en 62079 IEC 1999 6 8 Electronic Media Audio Video 20 0 0 ccccec cece eee ececeeeeeeeeaeaececseneeeeaeaeeeeeeneneaeaes 28 6 9 Bringing warning notices into prominence cece eee eeee nee eeeeeeeeeaeeeaeeeeaeeeaees 29 6 9 1 Making text CONSPICUOUS sareatna aseni aa a a a ie aiat 29 6 9 2 Design of written warning NnOticesS essssssssssrssrisrierisrisrrnrrsrrsresrrerens 29 6 9 3 Signal words for alerting essesseesssessssrssersesrretrrssrrrsrersrersnrrsrrrerrnenrn nnt 29 6 9 4 Permanence and
2. 4 7 3 2 Using explanatory symbols Because of the limited space generally available giving instructions on a product may present problems in relation to languages especially when the country where the instructions will be used has more than one official language It may also be impossible to know the country of sale at the time of manufacture These problems may be solved by the use of graphical symbols see 6 4 provided they are clearly understandable by users by the use of numerals with the explanation of their meaning in the appropriate language s given in accompanying texts by using certain words or abbreviations for example STOP MAX MIN which have become internationally acceptable 4 7 3 3 Text adjacent to illustrations Text and illustrations which need to be read and seen together should be adjacent Where needed illustrations shall be reproduced in each language Where the design of the illustration can accomodate multiple languages for the caption of identified parts then separate illustrations are not necessary Captions to illustrations shall be written only in the language of the adjacent text see also 6 3 2 14 3B 244 CDV en 62079 IEC 1999 4 7 3 4 Proper translations Quality of translations Where instructions are translated from the original language to others all steps in the process including checking and proof reading should be carried out by competent technical linguists
3. 3B Kyoto JWG7 9_ INFORMATION 1999 10 14 For IEC use only INTERNATIONAL ELECTROTECHNICAL COMMISSION Technical Committee No 3 Documentation and graphical symbols Sub Committee 3B Documentation Working draft for the IEC 62079 FDIS This working draft for IEC 62079 Preparation of instructions shows the present state of the FDIS for the publication and is supplied to the SC3B Kyoto meeting for information SEABB KS 19087 835 3b kyoto 9 working draft for iec62079 doc Created 99 10 14 Printed 99 10 14 Keywords sc3b kyoto documents 62079 IEC 1999 CONTENTS Ai SC OPS Sete eecea te ae Recs Tac aay See Sk A a E caveat ovate 6 2 Normative Referencesiicsicnen va cei nile ane N OE aiinaneiiaiis 6 g D TINITONS arara r a At ed ieee ete eee het ee ieee atte eee eed ea tate 8 A PRINCIPleS visestten ts eect tial eect eel A ee a ee eet et 10 4 1 Instruction is part of the Product eee e cece eect eee esate eee DEARA URAN A DAENNA TAE 10 4 27 Minimizing ISKS Sassa teehee ete ete Men vee ind Avie envi Avie envied Avie ate 10 4 3 Special handling irene note ee eA ee ce eee Gee aa 10 4 4 Special target QroupS emici ieat iiai araya a aiaa a ia 10 4 55 Shortlifte Pprod CtS oit Paice tatoos at aig a a aea ts E R a ERa 10 4 6 Considerations as to the nature of INStrUCtiOnS esesseesserssssrresrreerrrerrrerrrens 10 4 62 Cocalo casas ath a anaa a a a ana aoa 11 436220 MEMA araara E Eart A EATE ER EREL FLE A E
4. Technical principles and specifications NS 5820 1989 Norsk Standard Supplier s documentation of equipment NF X 60 200 1985 Norme Fran aise Technical documents intended for users of durables for industrial and professional use Nomenclature and general principles for working and presentation VDI 4500 Blatt 1 1995 Technical Documentation Information for users Benutzerinformation VDI Richtlinien Beuth Verlag Berlin Deutschland Februar 1995 Bradford Annette Norris Conceptual Differences Between the Display Screen and the Printed Page Technical Communication Third Quarter 1984 13 16 Galitz Wilbert O Handbook of Screen Format Design 3d ed Wellesley MA QED Information Sciences Inc 1989 Horton William K Designing amp Writing Online Documentation Help Files to Hypertext New York John Wiley amp Sons Inc 1990 42 3B 244 CDV en 62079 IEC 1999 Houghton Raymond C Jr Online Help Systems A Conspectus Communications of ACM 27 February 1984 126 133 43 3B 244 CDV en 62079 IEC 1999 Queipo Larry User Expectations of Online Information IEEE Transactions on Professional Communications PC29 Dec 1986 11 15 44 3B 244 CDV en
5. 2 3 Maximum brightness contrast Brightness contrast the difference between the percentage of light reflected from the background and the percentage of light reflected from the print shall be as great as possible Subject to the above parameters minimum type sizes and minimum requirements on brightness contrast may be specified in product standards NOTE 1 The contrast should normally be at least 70 Good quality black print on white paper provides a contrast of about 80 NOTE 2 Brightness contrast can be reduced and legibility impaired by printing on both sides of insufficiently opaque paper 6 2 4 Instructions on the product s surface If instructions are incorporated in the surface material of the product itself e g engraved or embossed lettering figures or symbols on metal glass or plastic the advantages of such methods in durability reduction of separate parts etc should be weighed against a possible disadvantage in legibility which is generally inferior to that of good printing see also 4 6 3 1 6 2 5 Standards National standards may contain detailed information on more parameters relating to legibility and especially on the relation between type size and reading distance These should be consulted and considered when producing instruction material 6 3 Illustrations 6 3 1 Quality of pictures Attention shall be paid to quality and clarity whether photographs line drawings or other media are chosen
6. B informative Compliance checklist technical review cceceeeeeeeeeeeeeeeees 33 Bil E TEIE A A EA N EA AEAT 33 B 2 Checklist has to be supplemented sssssssssssrissrrrsrrssrsrrsrrssrrtsrrrsrrrsrresrresnns 33 B 3 Example of checklist for technical review sssssssssrssrssrssrisrisrrrsrisrrsrrsrrsrrsnns 33 Annex C informative Evaluation checklist presentation revieW sssessesseerreerrreree 36 Gal Generalean a a aa a a a 36 C 2 Checklist has to be supplemented s ssessssrsssrssssrrrsrrrsrrrsrrrerrretrrsrresrresrnn 36 C 3 Example of checklist for presentation review cccceeceeeeeeeeeeeeeeeeeeeeeeeaeeeeas 36 Annex D informative Example of a table of contents of a user manual 40 Bim Vem Ya gt erence eee oO nee SS ASE 40 D 2 Restrictions to be ODSEFVE cccecec ccc eec eee ec eee eeeeceeeeceee esses eceeseeeeeeeeaeeneaeeaeaes 40 D 3 Table of contents example cccceeceee eee eee eee ee eee eee eeeeeaeeseeaeeseeseeeeeseeeas 40 BID OQ LAD NW einean ete oes theeied eine bes hanced elves Ravel ie crete ee eee ea 42 3 3B 244 CDV en 62079 IEC 1999 INTERNATIONAL ELECTROTECHNICAL COMMISSION PREPARATION OF INSTRUCTIONS FOREWORD The IEC International Electrotechnical Commission is a worldwide organization for standardization comprising all national electrotechnical committees IEC National Committees The object of the IEC is to promote internatio
7. ViSIbIlity eee cece cece eee eeeeeeee tesa esse nese eeeeeeaeeeees 29 6 9 5 Giving warnings prominence ccceceeceeeceeeeeeeeeeeeeeeeaeeeeaeeeeeaeeeeaeeeesaes 29 6 10 Colours and colour Coding cccceceeeeeeneeee cette eee eee ae eeeeaeeeeaeeeesaeeeaeeeeaaeeesaeeeead 29 6 10 1 Where to use colour 0 0 eee ceecee cee ee ee eeee cee eeeeae nessa eesaaeeesaeeesaaeeeaeeeesaes 29 610 2 StanG ard Colours ski otes tec teice classes bec tdicaceincccaas a tar N E A 30 6 10 3 Perception of COlOUIS ce aae a ANE eee eeeeee A ANAE A 30 6 11 Explanation of visual and audible indications cccccceeeeeeeeeeeeeeeeeeeeeeeeeeaes 30 6 11 1 Application of indications 0 eee eee e eee eee eee e ee eeee ease essa eeeaeeees 30 6 11 2 Indication description and checking facilities cece eeee eee eeeeeee 30 6 11 3 List of indicating GEVICES 20 0 cece cette eee cnet a rania E aTa eaba 30 N E Standards sets toposes ae A eeel ted tential ee ete eve ae ee een 30 ANNEX A informative Assessment of instructions fOr USC ceeeeeesneee teen eeeneeeneeeaees 31 Adk Generalities eee ee ea et aie eek eee i ee ee 31 A2 MGthOd OLOGY senna fates cgugets ai E dake cde acngins ad Ghad aa dates ah cabs acne 31 Aa Desk tesari aaan aAA NA se vtech deessa A AA eds 31 Ad Panel tesingzniron e a e E ina dicots 31 AS Eva atone eere agaa AALAN ANER AAAA AASIAA RE LESELE EERE LE IS ESRA 32 ANNEX
8. aaraa Saaai a aanta a eaaa Ena ka 17 S93 nstallation ss vena vena vena vanes es ea vee aaa eee 18 5 9 4 COMMISSIONING re iniedi cece tee iinn itakaa din aiad aKa sae a T iar Paai daa 18 5 10 Operating instrUCtONSsieieia enina an aA a E TA 18 5 10 1 Normal and safe oparaton c escceiae enana RS 18 5 10 2 Automatic and remote controlled products cceeeceeeeeeeeeeeeeeeeeeeeeeeees 19 5 10 3 Exceptional functions situations sssssssssssssssssrssrisrisrisrrsrrsrrsrrsrreresrne 19 5 10 4 Indications to be observed ssssssssssssrssrssrisrisrrsrisrisrisrinrrsrtarranenrrarenn 20 5 10 5 Instructions for fault detection sssssssssssserssreesrnernsrnnrrsnrnnnnrnnrnnnnernnnne 20 5 10 6 Protection OL Person t cscs teenead cohen er a Tenin OERE EOE ANTES 20 STT Maintenance instructions ano eecdenleeies Sebesdenleeenaeedevetihvestebleeceet AAAI AASA 20 Sale General sec ete Geel eee veel eae a ee eee ey wee 20 5 11 2 Maintenance instructions for unskilled Persons cece eee cette eeeeeeeeee 21 5 11 3 Instructions for maintenance and troubleshooting for skilled persons 21 5 12 List of Spare Parts eiia ana A AN ection cenuest NE 21 1 3B 244 CDV en 62079 IEC 1999 5 13 Instructions for special tools equipment and materials aaeeea 22 5 13 1 Special tools and equipment cccceeeeeeeceeeeeeeeeeeeaeeeeseeeesaeeeeaeeeeeaes 22 5313 2 MaterialS nis 2dieeynbte a hee arden rey 22 5 14 Instructions for repair
9. and replacement Of parts ce eeeeeeeeneeeaeeeeeeeaeeeaeeeaees 22 5 15 Taking the product out of operation AeCOMMISSIONING cceeeeeeeeeeeeeeeenees 23 TTo DESTUCTION crcsestatevensgedesdterenesd atededadtersdeld ctvdedadcebeadadee eects erased dvaceadtes 23 5152 RECYCIMGs teccurs ieee 2and a vee tag verve yeas Dag ree Pee ge 23 5 15 3 Disposals 2 0 2 iee ie Ra ae aay nee eee ay eed cage 23 5 16 Table of contents index and other lists definitions and meta syntax 23 SIGT PAGS MUMBOKIM Gs sided ois cies cedesedy chavelesitancecaceiacdeaceundivactaetedachantesechincdencks 23 516 2 Table o contents s aac cectae eed eae AINA NAE es 23 DFG Si INO GX cere terete bas ET EA A A EE bes ahha Ghee betes bay 23 516 4 Lieto Controls moreira aara seated eel ides eee 23 5 16 5 Definition of technical terms eee eeee eee eect eee ee ee eeeeeeee eee eeeaeeeeeeees 23 5 16 6 Definition Of Sy MBOIS eres csecsesscesenestceeesdedceeenesdeerendadceventedseresdsdceeeseahcnt 24 5 16 7 Explanation of presentation CONVENTIONS sssssssssssssrssriseresrisrisrrersnn 24 6 Presentation Of iNSTuUGt NS nss oseni our iraak EAEN ANAAL AREE NAKEN ANAKNA EA TEENA AN 24 6 1 Communication principles ssesssesssesssssrissrissriesrittrtristrrstrrtrretrrttrnnsrrnsrreernnt 24 6 1 1 Following standard communication principles cceeeeeeeeeeeeeeeeeeeeeee 24 6 1 2 Continuously improved understanding c ccce
10. electronic media shall have aclear structure in menu guidance and operating buttons a navigation system based on the user s convenience e g like the help system of software products with graphical user interface i e with hyperlinks an index a table of contents and full text search facility an appropriately restricted vocabulary taking into account the likely competence of potential users a history function so that the user can navigate for example one step backwards or forwards cross references linking related information also called hyper links different search mechanisms index search keyword search fulltext search a hard copy function to support the purely electronic media instruction if necessary advertising if any kept clearly separate from the instructions 28 3B 244 CDV en 62079 IEC 1999 6 9 Bringing warning notices into prominence 6 9 1 Making text conspicuous Instruction text for safety related issues shall be emphasized by the use of larger and or different type face or type size see 6 2 by use of colours see 6 10 graphical symbols see 6 4 or other means of making it conspicuous In cases of doubt whether particular instructions are related primarily to safety or to fitness for purpose considerations dealing with safety shall be given precedence 6 9 2 Design of written warning notices In the formulation and design of warning notices the followi
11. office work with visual display terminals VDTs ISO 10303 203 1994 Industrial automation systems and integration Product data representation and exchange Part 203 Application protocol Configuration controlled design ISO 10628 1997 Flow diagrams for process plants General rules ISO TR 12100 1 1992 Safety of machinery Basic concepts general principles for design Part 1 Basic terminology methodology ISO DIS 14617 all parts Graphical symbols for use on diagrams ISO IEC Guide 14 1977 Product information for consumers ISO IEC Guide 50 1987 Child safety and standards General guidelines ISO IEC Guide 51 199x Draft for new edition Guidelines for the inclusion of safety aspects in standards 7 3B 244 CDV en 62079 IEC 1999 3 Definitions For the purposes of this International Standard the following definitions apply 3 1 change activity that alters an original a revision or supplement of the product or incorporates a change request into the design and as a result establishes a new version of the product ISO 10303 203 modified 3 2 commissioning procedures prior to or related to handing over a product ready for putting into service including final acceptance testing handing over of drawings instructions for operation maintenance and repair if necessary instructing personnel 3 3 guard part of a product specifically used to provide protection by means of a physical barrier 3 22 o
12. on the selection and sequential arrangement of information in technical instructions in a user manual An example of an user manual has been taken that includes all instructions for handling a product from its delivery to its disposal that a user is likely to need during the life of the product D 2 Restrictions to be observed An example cannot give comprehensive information covering each individual requirement therefore each heading listed here has to be checked against the appropriate requirement depending on complexity risk legal issues etc Nevertheless this example might fulfil user needs for guidance on a standard layout for manuals D 3 Table of contents example 1 Table of contents 2 Identification 2 1 Product brand and type designation 2 2 Product version release N software edition of document 2 3 Producer supplier distributor name and address 2 4 Declaration of conformance to product standards 3 Specification of the Product 3 1 General functions and range of applications intended use 3 2 Dimensions and weight for transport purposes 3 3 Supply data for power gas water and other consumables 3 4 Energy consumption conditions 3 5 Emission of noise waste etc conditions 3 6 IP code clear text e g protected against water dripping vertically 3 7 Environmental conditions and limits for operation and storage 3 8 Safety information summary personal protection unintended use Definitions Preparing the p
13. seawater conditions altitude above sea level contaminants and pollution degree see IEC 60664 1 and explosive gases sawdust etc vibration shock and bump advice such as FOR INDOOR USE ONLY 5 7 Declaration of conformity Where applicable the instruction material should contain a document or a note in which the manufacturer attests that the product complies with legal or contractual requirements e g a Declaration by the manufacturer or a Declaration of conformity and when required a reproduction of the test mark from an independent test institute 5 8 How to use the instruction materials a Importance of the materials A note shall be included to draw the user s attention to the importance of regarding the instruction materials as part of the product keeping them for the life of the product passing them on to any subsequent holder or user of the product if applicable ensuring that any amendment received is incorporated in the document b Ifa complex product contains several subsystems or subsidiary products details of these and their safe use shall be given for each system The instruction materials shall indicate which of the different functions of the product correspond to the different parts of the instructions Each of those parts shall have its own unambiguous identification 5 9 Preparing the product for use If parts of the product are delivered long before they ha
14. to carry out tests that have to be performed after replacing an essential part In special cases instructions to set up a suitably equipped workshop and organisation staffed with trained persons or technicians see 5 1 10 and 5 2 5 may be helpful 22 3B 244 CDV en 62079 IEC 1999 5 15 Taking the product out of operation decommissioning Instructions shall contain information relating to taking the product out of operation and taking further steps destruction recycling disposal 5 15 1 Destruction Instructions should cover information separately or in combination on destruction of the product and or any waste materials with due regard to safety and environmental considerations as far as it is relevant 5 15 2 Recycling Where specific procedures are necessary for a safe disassembly of the product and similarly for recycling or disposal of waste materials this shall be specified these procedures shall be specified in accordance with the product standard if one exists 5 15 3 Disposal Instructions shall convey important messages to the user about aspects relating to waste disposal and environmental considerations If any hazardous substance is specified or supplied together with the product the necessary information on its constituents and the correct disposal procedure shall be given with due regard to safety and legal requirements 5 16 Table of contents index and other lists definitions and meta syntax
15. 44 CDV en 62079 IEC 1999 the availability of the instructions 4 6 4 auser guidance system 4 6 5 user training 4 6 6 are appropriate to the given task 4 6 1 Location Instructions or relevant parts of them shall be given in one or more of the following ways onthe product itself e g by symbols colours short text onthe packaging e g instructions for unpacking in accompanying documentation e g leaflet or manual or online documentation e g CD ROM Web Online Help System in accompanying material e g reminder cards stickers computer program and display Where instructions are complex it is helpful if certain important messages are given or displayed on the product for example by means of short reference or reminder cards stickers symbols or labels see also 6 2 4 4 6 2 Media It shall be decided which means of communication are adequate in each case for example graphical symbols text or voice communication leaflets with text and illustrations manuals for users maintenance staff software supported user guidance 4 6 5 user training course by video audio 4 6 6 etc NOTE Placing of instructions on the product itself has clear advantages in convenience for the user But for some products because of their small size or their shape or because of the fact that they are partially obscured from view during use placing some o
16. 5 16 1 Page numbering If instructions comprise more than one page the pages shall be numbered If possible each page shall also indicate the total number of pages e g 1 of 10 or 1 10 5 16 2 Table of contents Instructions that exceed four pages shall have a table of contents Headings appearing in the table of contents shall be the same as those used in the text 5 16 3 Index If instructions are lengthy and complex an index of keywords presented in alphabetical order should be included and be referenced in the table of contents 5 16 4 List of controls For complex appliances a separate list of user controls and indicators such as manual controls dials gauges or lights shall be provided 5 16 5 Definition of technical terms Unavoidable technical terms and abbreviations not readily understandable by the intended target group shall be explained The definition clause shall also include terms that might be open to misunderstanding e g user or service Consistent terminology shall be used in all parts of the instruction material whether on the product itself on the packaging or in accompanying material 23 3B 244 CDV en 62079 IEC 1999 5 16 6 Definition of symbols If signs pictograms and symbols are not readily understandable or not unambiguous they shall be defined especially with regard to the applications in the safety functions of the product 5 16 7 Explanation of presentation conventions All p
17. 5 Content of instructions 5 1 General The following subclauses deal with the content of instructions in terms of requirements and recommendations Some of the requirements and recommendations are necessary for all products e g 5 2 b 5 2 e product specific e g 5 5 5 10 2 for specific tasks e g 5 9 1 5 11 3 for large and complex products machinery and installations only e g 5 9 4 5 14 For persons involved in specific tasks e g transportation installation maintenance specific instructions shall be prepared in separate documents 5 2 Identification and specification of the product general warnings Depending on the type of product the specification sheet s shall provide the customer with the identification of the product and a general overview of requirements performance and capacity by including the following information as applicable a product identification by reference designation serial number name model and or type b the name mark of the supplier of the product if appropriate telephone and fax numbers and E mail address should also be included c location of the identification details on the product d description of the type of user for example if usage is restricted to skilled persons only and typical staffing requirements for normal operation e the intended use of the product the main function and the range of applications f limitations of use under climatic condi
18. 6 3 2 Illustrations supporting text Whenever appropriate text and illustration shall be used together each supporting the other For example illustrations should be supplemented with written details enabling manual controls actuators to be located and identified 6 3 3 Following sequence of operation If a sequence of operations is being described text and illustrations shall follow the same sequence Illustrations shall be placed as close as possible to the text to which they refer 26 3B 244 CDV en 62079 IEC 1999 6 3 4 Illustrations with captions Illustrations shall be supplemented with captions providing written details locating and identifying controls sub units etc 6 3 5 One illustration one item of information One illustration shall provide only the information needed for the related function 6 3 6 Additional pictures for user convenience Illustrations or detailed part s of illustrations should be repeated in the relevant part s of instruction material s as needed to assist the user 6 3 7 Fold out Subject to the recommendations in 4 3 and 4 4 illustrations tables or flow charts which fold out may be placed on pages of the leaflet or manual so that they can be seen adjacent to different pages of text at different times but it has to be taken into consideration that a frequently used fold out made of paper will soon wear out 6 4 Graphical symbols The graphical symbols presented in instructio
19. BS 4884 Part 2 1993 British Standard Technical manuals Part 2 Guide to content BS 4884 Part 3 1993 British Standard Technical manuals Part 2 Guide to presentation ISO 11442 1 1993 Technical product documentation handling of computer based information Part 1 Security requirements ISO 11442 2 1993 Technical product documentation handling of computer based information Part 2 Original documentation ISO 11442 3 1993 Technical product documentation handling of computer based information Part 3 Phases in the product design process ISO 11442 4 1993 Technical product documentation handling of computer based information Part 4 Document management and retrieval systems ISO DIS 11442 5 Technical product documentation handling of computer based information Part 5 Documentation in the conceptual design stage on the development phase ISO CD 11442 6 Technical product documentation handling of computer based information Part 6 Rules for revision ISO 11683 1997 Packaging Tactile danger warnings Requirements ISO IEC Guide 37 1995 Instructions for use of products of consumer interest ISO IEC Guide 52 1990 Glossary of fire terms and definitions EN 292 1 1991 E European Standard Safety of machinery Basic concepts general principles for design Part 1 Basic terminology methodology EN 292 2 1991 E European Standard Safety of machinery Basic concepts general principles for design Part 2
20. Different kinds of instruction documents may be required For example for a car a guide for maintenance by the user and a workshop manual for a service agency The same situation should be taken into consideration in case of division of labour e g routine maintenance tasks carried out by the user and repair tasks that require someone with adequate training or a trained technician with tools and adequate documentation 4 7 3 Languages 4 7 3 1 General When deciding on the language or languages of an instruction the expected audience target groups of the instruction should be kept in mind The languages forla whichanguages instructions have to be delivered normally is are subject to contractual negotiations If more than one language is to be used each language should be readily distinguished from the other s and efforts should be made to keep the translated text and the relevant illustration together It is preferable to provide separate instructions for different languages for example as separate leaflets or manuals or as a separate section or page NOTE 1 In many countries it is a legal requirement that information for users are given in the official language s of the country in which the product is to be used NOTE 2 Depending on the target group of the instructions and the intended use of the information different languages may be used for different instructions e g instructions for maintenance operation disposal etc
21. OS RELA ERL TE el aan KRAER 11 AES DUAD anaa deo a O 11 4 6 4 Availability of INStruUCtiOnS essssssesserssrssrssresrrsriisrrsrrsrrnrrsrrnrrarenrrnrean 12 4 6 5 User guidance systems e rrr rerea cece eeeeeeeeeeeenaeeseeeeseeesaeeseeseeseesies 12 4 6 6 User traininge ci0c2 nie ee Sete cea ee eid 12 4 7 Creating instructionS s02 seinen aie ea eee ee 12 4 7 1 Actuality and CONFOPMANGCE eee cece cette cette teeta aa S 12 4 7 2 Target group considerationis eaa 13 Tra LAanQuages scaisercih otro dite ete direc eee ea 14 5 GONE OT INSIUCHONS eiae tseeceds ranna eaaa devdeeadenraedelseveansteanandel ES Ea E a ASTRADA 15 Bel GON Stall ESA A A EEEE E EES 15 5 2 Identification and specification of the product general warnings seess 15 5 3 Identification of instruction documents ssssssssssssrssrisrssrrsrirsrisrinrrarrerenrenrearenn 16 5 4 Modification Of Products aai aarnior EAE AEEA RERNA OAR ACUNA 16 5 5 Safety Note San a A eas a a A S 16 5 6 tended environmen eens sis leieias ce cheaecice hl ged 16 5 7 Declaration of CONFOIMItY 2 2 0 cece cence ene e eee eae ESEE Ta neta een eeae eta eeaeeeaeetaeeeaees 17 5 8 How to use the instruction materials 2 2 00 ceceecceeeeeeeneeeeeeeaeeeaeeeaeeeaeeeaeeeaeeaees 17 5 9 Preparing the product fOr USC eee cee nee eect ee eea teen een een etae esa eeaeeaeeeaeeeaees 17 59t Lransportatlonascwiastia iain ii iit eS sie ea diet 17 5 9 2 Storage evel oaei aure anrea anaa aa raada eraat
22. Standardized phrases and signs Where appropriate the use of standardized phrases and or safety signs or graphical symbols should be considered in order to convey important messages such as warnings 6 1 10 Ergonomic principles Especially instruction material presented using electronic media for example on line or on screen documentation shall fulfil ergonomic requirements as stated in ISO 9241 1 to ISO 9241 17 6 2 Legibility 6 2 1 Print type and size The type and size of on the product information of printed material and of computerized information shall be as clear and as large as practicable to ensure the best possible legibility For continuous text in printed instructions for example leaflets or manuals or other instruction material type sizes not less than 9 point shall be used The minimum line spacing shall be not less than 120 of the type size see also Annex of ISO IEC 81714 2 1 By point is meant Pica point 25 3B 244 CDV en 62079 IEC 1999 For headings in printed matter or other instruction material and for on the product instructions or for other short messages which the user needs to consult often the type size shall be not less than 12 point 6 2 2 Vertical view plane The location of on the product instructions and the angle between their surface and the vertical view plane shall be such that they can be easily read and understood by users from their positions as they use the product 6
23. allow the user to take action to avoid hazards or malfunctions can be clearly perceived and differentiated from other indications be explained in the instructions on or accompanying the product 6 11 2 Indication description and checking facilities These indications shall be so designed and located that they can be easily checked Warning devices shall be clearly described in any instruction provided on or with the product If appropriate the instructions shall prescribe regular checking of these devices 6 11 3 List of indicating devices For complex machinery and systems a separate list of user controls and indicators such as dials gauges or lights shall be provided 6 11 4 Standards Where appropriate recognized product standards for audible and visible signals shall apply for coding of signals see for example IEC 61310 1 30 3B 244 CDV en 62079 IEC 1999 ANNEX A informative Assessment of instructions for use A 1 General Assessment of the quality of instructions should follow common criteria This International Standard therefore has informative annexes containing some practical recommendations and a proposed methodology for assessment The annexes A B and C are addressed primarily to experts engaged in such assessment work but may also be helpful to the Standard s principal target groups Assessment of instructions covers instructions located on the product itself and or its packaging a
24. ance of the product The following information should if appropriate be provided for each part its name and identification in the form used throughout the instruction material provided and in commercial transactions the supplier s part type and version numbers as well as the name reference and version numbers for branded parts if different from the above an illustration of the part and its position preferably in exploded view the recommended amount of spare parts 21 3B 244 CDV en 62079 IEC 1999 parts required to be replaced several times during the expected life of the product shall be identified examples batteries dust filters brake shoes and other consumables the source of supply as well as an alternative source of supply for spare parts parts for which there is a refurbishing service available provided by the manufacturer or elsewhere shall be identified for complex products a list showing where individual parts are used if a certain spare part can be used in different places of the product these places should be identified in accordance with IEC 61346 1 the year of expiration for the spare parts availability guarantee if not given in a separate document NOTE It may be reasonable to put guarantee questions into a separate document especially when they vary between different sales channels or countries The supplier shall specify all parts which are required to be exami
25. ance with standards dealing with comparable products or functions or in any other appropriate way Supplementation of this checklist may be provided by users of the product and experts in publication C 3 Example of checklist for presentation review These checks shall evaluate the instructions being assessed in relation to each requirement in the checklist using the following marks very good excellent good average 0 poor very poor not applicable not necessary Importance Items to be checked Relevant Evaluation Comments see A 5 ee 4 0 p Legibility l6 2 1 1 On the product information type size depending on reading distance brightness normally at least 70 instructions incorporated in product material 1 2 Handbooks manuals leaflets paper quality e g not translucent type size line spacing use of different type face size captions easy to read brightness contrast use of colours 36 3B 244 CDV en 62079 IEC 1999 Importance see A 5 Items to be checked general impression of the page is balanced and uncluttered Relevant clauses of Standard Evaluation Comments 0 4 1 Text use of words simple meaningful short and intelligible one sentence one command not too much information in one sentence active v
26. ards in accordance with standards dealing with comparable products or functions or in any other appropriate way A 4 Panel testing Interactive panel testing is a means of finding out how much help the instructions of a product give the users by answering any queries they may have when using it including queries on safety and environmental aspects It should establish the extent to which the instructions are complementary to the design ergonomics and function of the product The panel should represent the intended and probable users of a product taking into account 31 3B 244 CDV en 62079 IEC 1999 w age o sex health a oO physical ability handicaps including height considerations left handed or right handed education literacy technical expertise gt OD g previous acquaintance with or ignorance of similar products In many cases a panel of five people is sufficient to obtain reliable results But if there are considerable variations within parameters a to g listed above this number should be increased The normal method of recording results is to require the panellists to fill in questionnaires based on the requirements in the checklists given in annexes B and C Video and audio recording of the tests may help to establish objective ratings of the usefulness of the instructions Each test should be supervised by a suitable qualified and independent expert who should report separa
27. arning against the charging of non rechargeable batteries and an indication of the type of rechargeable battery that can be used with the recharging circuit 4 7 1 7 Special tools equipment material Instructions shall include instructions for interconnecting accessories and other equipment including indication of suitable accessories detachable parts and any special materials as far as appropriate The instruction shall also contain the name and address of the supplier from whom special tools materials etc and technical assistance can be obtained Repackaging instructions shall be provided if necessary for replacement repair reworking refilling etc 4 7 2 Target group considerations 4 7 2 1 Understandable text When it is foreseen that a product will be put to non professional use the instructions shall be written in a form that is readily understandable by an ordinary person Unavoidable technical terms and expressions that might be open to misunderstanding by an ordinary person shall have their meaning explained 4 7 2 2 Signals to be explained Signals shall be explained such that they can be clearly recognized by the users 13 3B 244 CDV en 62079 IEC 1999 4 7 2 3 Specific user instructions If some of the instructions are directed to a specific group of users such as adults supervising children those instructions shall be given separately see also 4 4 and 5 2 4 7 2 4 Different instruction documents
28. ccordance with ISO IEC Guide 51 NOTE In most countries the supplier has a legal obligation to include such warnings 4 3 Special handling If applicable requirements for special protective measures shall be given such as adult supervision or wearing special clothing needed to protect users and bystanders Also warning notices shall be given if necessary to particular groups such as children and elderly and disabled people see ISO IEC Guide 50 4 4 Special target groups If some of the instructions are directed only to a specific group of persons for example for installation repair or certain kinds of maintenance those instructions shall be given separately and shall be adequately marked In some cases they need not accompany the product 4 5 Short life products For products with a limited safe or effective life clear information shall be provided on the year of manufacture and or of expiry 4 6 Considerations as to the nature of instructions One or more of the following elements or product characteristics risks see 3 15 environmental legal or similar requirements the product design for example complexity the fact that the user needs the information because usage is not self evident from the product shall be considered and determine whether the location of the instructions 4 6 1 the chosen media of communication 4 6 2 the durability of the instructions 4 6 3 10 3B 2
29. ce instructions for skilled persons relating to maintenance operations which require a specific technical knowledge operation or particular skills shall be carried out exclusively by skilled persons maintenance staff or a trained technician It is recommended to prepare a documentation for the latter separated from that for unskilled persons 20 3B 244 CDV en 62079 IEC 1999 5 11 2 Maintenance instructions for unskilled persons If the user of the product can perform some maintenance operations without harm to the user other people or to the product the instruction material shall provide a list of possible maintenance operations with appropriate illustrations and all other information described in this International Standard Such instructions can be accompanied by information as to the nature and frequency of maintenance operations preventive maintenance maintenance schedules and inspections necessary for safety clear indications of whether or not the user can attempt the maintenance or troubleshooting himself or should call a qualified person safety precautions regular checking of warning devices the cleaning method shall be given in sufficient detail in cases where cleaning or decontamination is required The instructions shall identify the materials to be used for cleaning if wrong materials or an inappropriate procedure could cause an immediate hazard or a hazard resulting from corrosion or other weakening o
30. ceeeeeeeeeeeeeeeeeeeeeaeeeeaes 24 62133 Basic TUNCHONS NST csi pecin acinar din nlee diene eta aedeetiy 24 6 1 4 Simple and brief cece cece cece eee acces eee sean essa eeeaeeeesaaeesaaeeeaeeeeeaes 24 6 1 5 Anticipating user QUESTIONS cece cece eect e tenet ee eeeeeeeeeeeee nese eeeeeeeeeeees 24 6 1 6 Headings and notes in the Margin cc ceceeeeeeeeeee eee eee eeeeeeeeeeeeeeees 24 6 1 7 One sentence ONE COMMANA c ccccc ccc eeeeceeaeeeeeeeeeeeeeeeeeeeeeeaeeneaeeeeas 25 GAS Stylece etna ee eee ee ee ea Bee Ge 25 6 1 9 Standardized phrases and SIQNS cccccceeeeeeeeeeeeeeeeeeeeseeeeeaeeeeaeeeeaes 25 62110 Ergonomie pPriNnGIPleSx s cisziva sic n haces i avec hese hues 25 62 Legibility Aaa ee ede a ee ed He a een Sede 25 622 1 Prim type and Sizo es cise seeds T O ERN E ONTO 25 6 2 2 Vertical View Plane eriseeria rRNA Re AA PAAPU Ea EA FELE UAFA ECES RELA FU ES EEEA EVES REA 26 6 2 3 Maximum brightness Contrast eee ceeeeeeeeeeeeee eee eee eeee esse eeeeeeaeeeees 26 6 2 4 Instructions on the product s surface eee eee e eee eeeeeeee eee eeeeeeeeeeees 26 Bi2 5 STAM GARGS ek A chk a a A Seine Oe 26 G3 HIUSTRATIONS oseere reetan e a ae semaagel a aea a Eea aT dvtweat tel 26 6 3 1 Quality Of PICtULeS cece siea ai ae a raai raa ia ieaiaia 26 6 3 2 Illustrations supporting text ee cence eee e eee rene ee ee tesa tesa nese eeeeeeees 26 6 3 3 Following sequence of Operation
31. cted to undertake the following information should be provided list of indications for fault identification and location list of indications showing normal conditions description of built in diagnostic systems to aid fault detection when applicable drawings and diagrams enabling maintenance personnel to carry out their task rationally especially fault detection tasks instructions for noting malfunctions of equipment noting abnormal symptoms and indications and recording operation of alarms and trips instructions for starting standby or alternative systems and for shutting down and isolating malfunctioning units name address telephone number etc of the supplier or others from whom technical assistance can be obtained 5 10 6 Protection of persons If necessary instruction materials shall provide information relating to personal protective equipment which is to be used and recommendations about preventive measures which have to be taken by the user special protective devices protective distances safety signs and indications etc possible symptoms with details of any medical remedies including first aid procedures training that is required 5 11 Maintenance instructions 5 11 1 General The type of maintenance instructions provided for unskilled persons for do it yourself DIY maintenance shall be clearly separated from instructions for skilled persons Maintenan
32. cteristics complexity risk and legal requirements the information for users may be on the product itself or its packaging or in accompanying materials for example leaflets manuals audio and video tapes and computer based presentation separately or in combination No general standard can provide comprehensive information covering each special case This International Standard therefore is to be used in conjunction with the requirements of specific product standards or where no such standards exist with the relevant requirements of standards for similar products Users of this International Standard are reminded that some products and the accompanying instructions for their use are subject to statutory regulations that may include special requirements for safety and disposal This International Standard serves therefore as a frame of reference for future product specific standards TheWhich instructions that will be delivered for a product in many cases results from negotiations between manufacturer supplier and customer For such negotiations this standard can serve as a framework listing all possible kinds of instructions It should also be mentioned that in many countries the amount of instructions that have to be delivered depends on regional or national legal regulations e g the machine directive of the European Union Assessment of the quality of instructions should follow common criteria This International Standard therefore ha
33. ddition to the general warnings in the product specification recommendations for safe application and or safety notes shall be given in the appropriate subclauses of specific instructions e g for installation operation maintenance and decommissioning Examples of specific safety notes are given hereafter Warnings about hazards and restrictions on use for example NOT SUITABLE FOR BATHROOMS OR SIMILAR WET AREAS shall be clearly visible on the specification sheet of the user instructions in promotion leaflets and at the point of sale see also ISO IEC Guide 14 If personal protective equipment is required to use the product safely clear advice shall be given and this information shall be prominently displayed on the packaging as well as on the product the point of sale NOTE If instructions are necessary to make a reasoned purchasing decision in choosing between products these instructions or their relevant parts should be available at the point of sale This product information should include warnings mentioned in this standard such as the need for protective clothing and warnings to parents on restrictions of use by children 5 6 Intended environment The limits and deratings for operating and if applicable test conditions under specified physical environmental conditions shall be given Examples are 16 3B 244 CDV en 62079 IEC 1999 ambient air temperature limits for operation and storage humidity and
34. e starting after an intervention diagrams showing the main functions of the product and especially the safety functions how to use provisions against noise vibration radiation gases vapours or dust emitted by the product recommendations for waste removal description of the initial operations required to bring the product to full working performance with details of checks methods of setting adjustable controls and what the setting should be maintenance tasks within the capability of the user during normal use identification and treatment of malfunctions details of any techniques that are likely to be new to users for example with regard to information technologies storage of the product after use 5 10 2 Automatic and remote controlled products User guidance systems shall provide the user in on line mode with additional information on the operational state of the product For example full information supplied in typical operation information supplied when the system has automatically switched to safe operation mode before an intolerable hazardous situation has been reached the current state of operation so that the user is made aware of this automatically guided function what to do when the control system itself has failed instructions how to manage fault situations NOTE For software documentation for user guidance systems refer to IEC 61506 5 10 3 Exceptional functions situations The user sha
35. f ISO 12100 modified 3 4 harm physical injury or damage to the health of people or damage to property or the environment 3 1 of ISO IEC Guide 51 3 5 hazard potential source of harm 8 2 of ISO IEC Guide 51 3 6 instruction for use information by the producer of a product for the safe and efficient use of the product 3 7 instruction material any applicable means for the transfer of information containing instructions 3 8 manual document containing user information for example instructions 3 9 maintenance combination of all technical and administrative actions intended to retain an item or a product in or restore it to a useful and safe condition in which it can perform the required function this includes supervising actions reconditioning repairing adjusting and cleaning IEC 60050 191 07 01 modified 3 10 marking signs or inscriptions for the identification of the type of a component or device attached by the manufacturer of the component or device and for the designation of certain features of the product for its safe use 3 34 of IEC 60204 1 modified 8 3B 244 CDV en 62079 IEC 1999 3 11 modification 1 changes carried out on products in order to alter or enlarge their intended use 2 revision of the instructions after a modification of a product 3 12 protective device safeguard other than a guard which reduces risk e g mechanical trip device electrosensitive protective equ
36. f safety related structural parts the name address telephone number etc of the supplier or others from whom technical assistance may be obtained 5 11 3 Instructions for maintenance and troubleshooting for skilled persons Such instructions should include information concerning the nature and frequency of inspections safety precautions and warnings for maintenance carried out on running or live equipment information for fault diagnosis and identification instructions for repair and adjustments description of built in diagnostic systems to aid fault finding when applicable drawings and diagrams enabling maintenance personnel to carry out their task rationally especially fault finding tasks regular checking of warning devices The cleaning method shall be given in sufficient detail where a cleaning or decontamination process and the materials used for that could cause an immediate hazard or a hazard resulting from corrosion or other weakening of structural parts description of all predictable tasks performed at specific intervals to be consolidated in the form of maintenance schedules and if necessary master schedules the name address telephone number etc of the supplier or others from whom technical assistance can be obtained 5 12 List of spare parts The purpose of the list of spare parts is to provide the user with a means for identifying all parts that may need to be referred to for the operation or mainten
37. f sale c correct use of terms d durability of warnings e conformity with requirements in relevant product standards 7 5 Safety signals 7 6 Information on residual risk 7 7 Environmental aspects of using the product 7 8 Product disposal measures summarized in a special chapter repeated in relevant passages of text disposal collection points are listed 8 Consistency of information 8 1 Consistent terminology in all parts 8 2 Consistent symbols used on product and in accompanying documents 8 3 Consistent warning terms used on product and in accompanying material 35 3B 244 CDV en 62079 IEC 1999 Annex C informative Evaluation checklist presentation review C 1 General This checklist is part of the programme for the preparation submission and acceptance of the instruction material taking into account the requirements of the users their skills and capabilities The qualitative check comprises the graphical presentation of the instructions the type size of the text the quality of the illustrations tables and diagrams It shall be checked whether the definition of the terms and the queries that could arise fulfil the requirements from the point of view of a user C 2 Checklist has to be supplemented Since the checklist is non comprehensive it need to be supplemented and or amended in accordance with the relevant product standard or in the absence of such a standard in accord
38. ion 5 2 2 2 Safe and correct use 2 3 Integrated design of the product and instructions Instructions are no compensation for design deficiencies 2 4 Dimensions mass capacity 2 5 Performance data and conditions 2 6 Supply data for power water and other consumables e g detergents lubricants 2 7 Energy consumption and conditions 2 8 Emission of noise gas waste radiation etc Conditions 33 3B 244 CDV en 62079 IEC 1999 Importance see A 5 Items to be checked 2 9 Information on personal protection e g clothing goggles 2 10 Information on dangers to particular groups of persons 2 11 Information on safe disposal Relevant Evaluation Comments clauses of Standard 0 3 Preparing the product for use 3 1 Safety precautions before installation 3 2 Unpacking safe disposal of packaging material 3 3 Installation and assembly e g special tools space for maintenance etc 3 4 Storage and protection during intervals between periods of normal use 3 5 Repackaging to prevent damage in transport 3 6 Restrictions on operations by non qualified persons Separation of instructions to different groups of persons 3 7 Location of instructions 4 Operating instructions 4 1 Basic functions Complete for correct intended use Complete for safe intended use Complete for reasonably foreseeable misuse Conformity with minimum list in relevant product standa
39. ipment pressure sensitive protective device 3 23 of ISO 12100 3 13 repair part of corrective maintenance in which actions are performed on an item including replacement of worn out parts and reworking of defective or damaged parts or functions IEC 60050 191 07 19 modified 3 14 reasonably foreseeable misuse use of a product process or service in a way not intended by the supplier but which may result from readily predictable human behaviour 3 14 of ISO IEC Guide 51 3 15 risk combination of the probability of occurence of harm and the severity of that harm 3 5 of ISO IEC Guide 51 3 16 service set of functions offered to users by supplier s organization supporting clients with maintenance IEC 60050 191 01 04 modified 3 17 skilled person person with relevant education and experience to enable him or her to perceive risks and to avoid hazards which operation or maintenance of a product can create IEV 195 04 01 and 3 52 of IEC 60204 1 modified 3 18 specification document that states requirements functionally related characteristics processes or rules related to a unique quality that an in process part a finished part or a product shall possess 4 2 31 of ISO 10303 203 3 19 supplier person or organization e g manufacturer contractor installer integrator that provides products and or services associated with a product 3 20 user person or organization with the capability to put into ser
40. later with other functions 6 1 4 Simple and brief Information shall be as simple and as brief as possible and shall be expressed in consistent terms and units with a clear explanation of unusual technical terms 6 1 5 Anticipating user questions The instructions should anticipate the user s questions WHERE WHO WHAT WHEN HOW WHY and provide answers to them 6 1 6 Headings and notes in the margin Short and informative headings and or marginal notes shall guide users through the text and help them locate the information they require 24 3B 244 CDV en 62079 IEC 1999 6 1 7 One sentence one command One sentence shall contain one command only or at most a small number of closely related commands 6 1 8 Style The writer shall use a style that is clear direct and unambiguous For example use the verbs in the active voice rather than the passive be assertive by using commands rather than weaker forms use action verbs rather than abstract nouns speak directly to users rather than saying what they might do Examples Principles Recommended Deprecated Use the active voice Turn off power Be sure that the power has been disconnected Do not remove tabs You should not remove the tabs Use action verbs Use keep avoid Utilisation maintenance avoidance Pull black lever toward you Speak directly machine Users will pull the black lever away from the 6 1 9
41. le a mark showing that the product conforms to a recognized Standard 4 7 1 2 Different models of a product If more than one product variant is addressed by an instruction the information for a specific variant shall be clearly recognizable 12 3B 244 CDV en 62079 IEC 1999 4 7 1 3 Installation and maintenance support Information to facilitate installation and maintenance shall include for example addresses of the supplier or authorized service stations of that specific product 4 7 1 4 Consistent identification Instructions shall be consistent with all other material about the same product issued by the supplier such as advertising or packaging 4 7 1 5 Units of measurement Quantities expressed in instructions shall comply with those units of measurement used on the equipment Quantities will be preferably expressed in SI units international system of units of measurement or in derived SI units see ISO 1000 4 7 1 6 Optional modules and extras Instructions concerning optional modules or extras should be kept clearly separated from general instructions and from instructions for other modules or extras for example by using separate sections headings etc so that users are not confused by irrelevant information EXAMPLE Products which have optional means for charging rechargeable batteries and where non rechargeable cells could be fitted and connected in the battery compartment will have to be provided with a w
42. ll receive all necessary information about modes and means for emergency stop measures to be taken in case of an unexpected interruption of power cooling etc instructions for fault identification and location and for re starting after an intervention type of fire fighting equipment to be used warning about possible emission leakage of hazardous substance s and if possible indication of means to counteract their effects or to regain the initial state 19 3B 244 CDV en 62079 IEC 1999 5 10 4 Indications to be observed Instruction materials shall provide information about indications and warning devices to be recognized by the users In particular indications emitted before the occurrence of an intolerable hazardous situation shall be readily understandable and unambiguous Additional information in the instruction materials should explain warning indications indications for fault identification and location indications showing normal condition warning symbols appearing on the product 5 10 5 Instructions for fault detection Aids for fault diagnosis procedures such as functionally identified maintenance system FIMS fault step diagnosis FSD fault step and algorithms or in complex systems fault trees and computer based fault diagnosis should be considered within the instructions Usually the fault location and diagnosis should be limited to those tasks that the user could reasonably be expe
43. mple NOT SUITABLE FOR CHILDREN UNDER AGE OF THREE YEARS are crucial for safety and shall be given prominence at least equal to other instructions and documents issued with the product 6 10 Colours and colour coding If used effectively colours can be an important communication tool for instruction materials 6 10 1 Where to use colour The use of colours shall be considered particularly in relation to controls components etc requiring clear and or quick identification 29 3B 244 CDV en 62079 IEC 1999 6 10 2 Standard colours If the use of colours is adopted it shall be functional systematic and consistent see ISO 3864 IEC 60204 1 and IEC 60073 6 10 3 Perception of colours It should be borne in mind however that about 8 of men and 0 5 of women have some form of colour deficient vision Therefore perception of different colours shall never be the only means for understanding instructions 6 11 Explanation of visual and audible indications Many products provide the user with visible and audible indications containing information about the operational status of the product 6 11 1 Application of indications Visual indications such as flashing lights and audible indications such as bleeps may be used to inform and warn the user It is important that such indications be unambiguous can be clearly seen or heard by the user from her or his position during use be generated in time to
44. nal co operation on all questions concerning standardization in the electrical and electronic fields To this end and in addition to other activities the IEC publishes International Standards Their preparation is entrusted to technical committees any IEC National Committee interested in the subject dealt with may participate in this preparatory work International governmental and non governmental organizations liaising with the IEC also participate in this preparation The IEC collaborates closely with the International Organization for Standardization ISO in accordance with conditions determined by agreement between the two organizations The formal decisions or agreements of the IEC on technical matters express as nearly as possible an international consensus of opinion on the relevant subjects since each technical committee has representation from all interested National Committees The documents produced have the form of recommendations for international use and are published in the form of standards technical reports or guides and they are accepted by the National Committees in that sense In order to promote international unification IEC National Committees undertake to apply IEC International Standards transparently to the maximum extent possible in their national and regional standards Any divergence between the IEC Standard and the corresponding national or regional standard shall be clearly indicated in the latter The IEC provide
45. nd or in accompanying materials e g leaflets handbooks audio and video tapes see 4 6 1 In accordance with 4 1 instructions should be assessed as an integral part of the product delivery A 2 Methodology Depending upon the complexity of the product and the importance of conveying relevant information to the user in order to ensure safe and correct use assessment may take the form of desk research interactive panel testing of the product by potential users for products built in series A 3 Desk research Assessment by desk research may be carried out by suitable qualified experts who have no connection with any aspect of the design production or marketing of the product and its instructions It may be necessary for desk research to be supplemented by independent third party checking for example where provision of information at the point of sale is a requirement see note in 5 1 4 the actual situation should be investigated by or for the researcher or independent evaluator rather than relying on any statements by the manufacturer producer Quantitative checks may be carried out on the basis of the non comprehensive checklist given in annex B Qualitative checks may be carried out on the basis of the non comprehensive checklist given in annex C Since both checklists are non comprehensive they need to be supplemented and or amended in accordance with the relevant product standards or in the absence of such stand
46. nd terms 6 1 sap 3B 244 CDV en 62079 IE Importance see A 5 C 1999 Items to be checked technical terms defined at first occurrence well explained understandable for ordinary readers consistent use of terms 4 3 Structure of text consistently structured structure follows communication principle structure from basic to sophisticated operations functions meaningful separation between basic product and optional modules informative headings 4 4 Style of instructions imperative or infinitive consistently formulated and structured as short as possible and detailed as necessary Relevant Evaluation Comments clauses of Standard 0 l5 Language 5 1 Information given in appropriate language s 5 2 Clear differentiation of languages 5 3 Clear connection between text and illustrations 5 4 Clear pronunciation audio 5 5 Absence of linguistic errors 6 Illustrations 6 1 General quality 6 2 Sufficient number of illustrations to provide clear and specific information 6 3 Illustrations supported by clear and helpful captions 7 Graphical symbols 7 1 Internationally standardized symbols used where possible 7 2 Symbols clearly understandable or explained 8 Figures 8 1 Sized according to purpose 8 2 Clear i e same information same figure structure 8 3 Text within figures clearly arranged and consistently used 8 4 Figures and text that belong
47. ned or supplied exclusively by the supplier or an agent For products using specific parts such as batteries or fuses the specific type shall be stated The name address telephone number etc of the supplier or others from whom spare parts worn out parts materials etc and technical assistance can be obtained should be provided 5 13 Instructions for special tools equipment and materials 5 13 1 Special tools and equipment Instructions for any special tools items or equipment not necessarily used in normal operation but under special conditions should be separated from the general instructions Instructions shall include descriptions of interconnections with accessories and other equipment including indication of suitable accessories detachable parts and any special materials 5 13 2 Materials The name address telephone number etc of the supplier or others from whom special tools materials etc and technical assistance can be obtained shall be provided Repackaging instructions shall be provided if necessary for replacing repairing reworking and refilling the product Consumables cleaning material lubricant products and repair kits shall be identified if appropriate 5 14 Instructions for repair and replacement of parts Instructions for repairing and replacing parts shall provide the user with the information necessary to repair the equipment and or to replace damaged worn out or aged parts
48. ng shall be taken into account in order to achieve maximum effectiveness limit the text and or illustrations to the essential make the location content and style of the warning conspicuous in accordance with 6 2 ensure that the warning is visible to the user and to any other people exposed to hazards from their position during use and at the right time explain the nature of the hazard and if appropriate its causes provide clear guidance on what to do provide clear guidance on what to avoid use clear language graphical symbols and illustrations and provide the user with a compilation of symbols and illustrations that have been used to bring warning notices into prominence warnings repeated too frequently and false alarms reduce the effectiveness of necessary warnings 6 9 3 Signal words for alerting Under consideration by ISO TC 145 SC 2 6 9 4 Permanence and visibility Warning notices for special hazards leading to an increased risk when the instructions for safe use have not been followed shall be permanently attached to the products so that the message continues to be clearly visible by users during the expected life of the product When using colours for safety warnings considerations dealing with permanence throughout the expected life of the product shall be taken into account see also 6 10 6 9 5 Giving warnings prominence Warnings about hazards or restrictions on use for exa
49. ns instructions that part should be easily detachable from the rest of the packaging For instructions given on electronic data media measures shall be taken that they are readable during the whole lifetime of the product independent from for example software changes 4 6 5 User guidance systems Complex or hazardous systems often have control systems with fail save functionality because the user is not able to control the whole operating system without the help of an automated control system It is recommended that such systems provide the user by a screen or other means with a user guidance system which includes adequate warnings of foreseeable unexpected situations Where appropriate the requirements for symbols and audible and visual indications shall apply see also 6 4 and 6 11 4 6 6 User training User training courses may be provided where the documentation alone cannot fulfil the general requirements given in 4 1 because of the complexity of the product or the necessity for more comprehensive user information or where a sufficient knowledge of the user cannot be expected 4 7 Creating instructions 4 7 1 Actuality and conformance 4 7 1 1 Relation between instructions and product The instructions shall clearly relate to the product supplied therefore they shall repeat the information with which the product is marked i e name and address of the manufacturer designation of series or type serial number and if applicab
50. ns shall follow recognized standards 6 4 1 Using standard symbols on the product and in instructions Graphical symbols used on equipment and detachable parts and reproduced in instructions shall comply with internationally recognized standards for example IEC 60417 1 ISO 7000 or ISO 7001 6 4 2 Explanation of symbols Symbols pictograms and markings placed on the product itself or in accompanying materials shall be explained in the instructions for use The instruction shall clearly indicate which of the product functions are covered by the symbols appearing on the product 6 4 3 Symbols in diagrams Graphical symbols used in diagrams shall comply with internationally recognized standards for example IEC 60617 and ISO 14617 6 5 Tables Frequently tables are used in instruction material in order to present the information to the user in a more convenient form Information shall be presented in the form of tables where this will enhance understanding Tables shall be presented adjacent to the relevant text Tables or parts of tables should be repeated in the relevant part s of instruction material s as needed to assist the user 27 3B 244 CDV en 62079 IEC 1999 6 6 Charts and Diagrams The instruction manual or other written instructions for machines shall contain additional information relating to the machine itself for example charts or diagrams of safety functions and information about electrical equi
51. nstruction material taking into account the technical requirements to operate and maintain a product safely and efficiently This checklist shall support the technical review of all the instruction material belonging to a product B 2 Checklist has to be supplemented Since the checklist is non comprehensive it must be supplemented and or amended in accordance with the relevant product standard or in the absence of such a standard in accordance with standards dealing with comparable products or functions or in any other appropriate way Supplementation may be carried out by qualified technical experts with knowledge of the product design and all aspects of product operation and application B 3 Example of checklist for technical review These compliance checks shall establish whether each requirement in the checklist is fulfilled covered by the instructions being assessed not fulfilled covered by them not applicable to them 0 Importance Items to be checked Relevant Evaluation Comments see A 5 clauses of Standard 0 p Identification 4 7 1 1 1 Brand and type designation 5 2 1 2 Delivery No version type No etc 1 3 Expiry date 1 4 Up to date check e g edition of the handbook coverage of a product version 1 5 Address of producer supplier service agency 1 6 Certification references marking 1 7 Optional modules extras l2 Specification of the product 4 7 2 2 1 Functions and range of applicat
52. oice action verbs negations are rarely and sensibly used 4 2 Terms used abbreviations explained at first occurrence 2 Electronic media audio video multimedia 6 8 2 1 Technical equipment minimum configuration best result configuration 2 2 User friendly system access and easy operation How to use these instructions clause linear structure in menu guidance and operating buttons navigation system eases finding answers to user s questions print utility bookmark option 2 3 User friendly design General consistency in titling high lighting fonts text positioning text spoken and written corresponds to video animation duration of sequence and information quantity per unit does not stress the user s perception screen design enables the user to pick up necessary information optimal topic length at most 2 screens paragraphs max 20 lines long complex information broken down into smaller categories with secondary windows or subordinate information helpful emphasis by font font size highlighting colour contrast and graphics language appropriate to target group graphics animation and video sequences contribute to the understanding the use of colours is consistent and not system dependant 3 Indications 6 11 Quantity and clarity of information provided to user Explanation of signals 54 Text a
53. or control systems 6 3B 244 CDV en 62079 IEC 1999 IEC 61082 1 1991 Preparation of documents used in electrotechnology Part 1 General requirements IEC 61082 3 1993 Preparation of documents used in electrotechnology Part 3 Connection diagrams tables and lists IEC 61082 4 1996 Preparation of documents used in electrotechnology Part 4 Location and installation documents IEC 61310 1 1995 Safety of machinery Indication marking and actuation Part 1 Requirements for visual auditory and tactile signals IEC 61346 1 1996 Industrial systems installations and equipment and industrial products Structuring principles and reference designations Part 1 Basic rules IEC 61355 1997 Classification and designation of documents for plants systems and equipment IEC 61506 1997 Industrial process measurement and control Documentation of application software IEC 81714 2 1998 Design of graphical symbols for use in the technical documentation of products Part 2 Specification for graphical symbols in a computer sensible form including graphical symbols for a reference library and requirements for their interchange ISO 1000 1992 SI units and recommendations for the use of their multiples and of certain other units ISO 3864 1984 Safety colours and safety signs ISO 7000 1989 Graphical symbols for use on equipment ISO 7001 1990 Public information symbols ISO 9241 all parts Ergonomic requirements for
54. pment see clause 18 of IEC 60204 1 and drawings and diagrams enabling maintenance personnel to carry out their task rationally especially fault finding tasks 6 7 Flow charts and flow diagrams Where a specific sequence of operations is necessary for safe and correct use of the product a flow chart may be helpful to the user Flow charts or flow diagrams should be presented adjacent to the text to which they belong Presentation and graphical symbols should follow internationally recognized standards for example ISO 10628 or IEC 60848 6 8 Electronic media Audio Video Electronic media also called multimedia instructions such as training maintenance and repair instructions shall follow the requirements of this Standard concerning for example languages legibility and illustrations Environmental conditions such as light and noise shall be taken into account Electronic media instructions shall follow the order of the sequential operations the user has to carry out Instructions provided by a video audio system shall have the spoken or written text synchronized with the video animation sequence The duration of sequences and the information content shall not exceed the user s ability to assimilate such information If complex information is to be explained e g difficult handling procedures for maintenance and repair tasks an animation sequence may reduce the amount of visual information to the basic features needed Therefore
55. r all of the instructions in accompanying materials may be the best or only solution 4 6 3 Durability Depending on the environment at the intended place of application and the expected lifetime of the product the following considerations should be taken in account Instructions on the product shall be permanent and clearly legible throughout the expected life of the product see also 6 2 4 Instructions given on packaging or in materials accompanying the product such as leaflets manuals data media etc shall be produced in durable form they shall be designed and made so as to survive frequent use during the expected life of the product in the environment where the product is intended to be used 11 3B 244 CDV en 62079 IEC 1999 4 6 4 Availability of instructions It can be useful to mark instructions except those needed only for initial assembly or installation KEEP FOR FUTURE REFERENCE Replacement copies of all such instructions should be kept available by the supplier throughout the expected life of the product Since packaging is often impermanent and can be destroyed in the unpacking process the permanent placing of instructions which need to be kept for future reference on packaging is generally undesirable Where this cannot be avoided e g for practical reasons the advice to keep them for future reference should be clearly noticeable If only a part of the packaging needs to be kept because it contai
56. rd s 4 2 Secondary functions as 4 1 of checklist 4 3 Optional modules and extras 4 4 Personal protection 4 5 Quick reference instructions by reminder cards stickers or labels by reference to handbook by user guidance system on display 4 6 Disposal of waste material 5 Visual and or audible indications 5 1 Explanations provided in instructions 5 2 Warning notices emphasized 5 3 Indications emitted in time to allow user to take action clearly seen from user s position 34 6 11 3B 244 CDV en 62079 IEC 1999 Importance see A 5 Items to be checked 6 Maintenance and cleaning 6 1 Safety precautions e g protection of persons special tools 6 2 Preventive maintenance and inspection necessary for safety 6 3 Regular checking of warning devices 6 4 Maintenance and cleaning by users 6 5 Maintenance and cleaning by qualified persons 6 6 Fault diagnosis repair 6 7 Support from agency manufacturer Relevant Evaluation Comments clauses of Standard 0 7 Safety and health information 7 1 General safety regulations summarized at beginning of instruction material 7 2 Recognized technical regulations have been observed 7 3 Clear guidance on what to do and what to avoid is provided 7 4 Safety warnings cautions a correct location on product and or on packaging and or in accompanying material b if relevant visibility at the point o
57. resentation conventions used in instruction material e g specific typeface for actions to be carried out by the user or specific pictograms for warning notices which are not readily understandable by the intended target group shall be explained 6 Presentation of instructions 6 1 Communication principles 6 1 1 Following standard communication principles In order to achieve the best results those responsible for the design and formulation of instructions shall apply the communication principles FIRST READ THEN ACT to the likely sequence of events in use of the product The sequence of text in leaflets manuals and other instruction materials shall follow the procedure step by step In cases where the reader of instructions needs to react quickly for example when using fire extinguishers only a minimal thought process shall be necessary in order to understand the instructions 6 1 2 Continuously improved understanding Where sequential operating procedures must be followed for safe and correct use of the product the instructions shall enable and encourage the user to follow a continuous learning and understanding process Particularly useful means of promoting this process include illustrations tables flow charts etc see 6 3 6 4 6 5 6 6 and 6 7 6 1 3 Basic functions first Instructions for a product intended to perform several different and independent functions shall start with the basic or normal functions and deal
58. roduct for use 5 1 Transport and storage 5 2 Safety precautions before use 5 3 Unpacking 5 4 Safely disposing of packaging material 5 5 Preparatory work before installation 5 6 Installing and assembling 5 7 Storing and protecting during intervals between periods of normal use 40 3B 244 CDV en 62079 IEC 1999 10 11 12 5 8 Repackaging to prevent damage in transport 5 9 Information assignment users operators service experts 5 10 Location of instructions Operating instructions 6 1 Safe operating functioning 6 2 Normal function manual automated operation 6 3 Secondary functions e g material handling 6 4 Exceptional functions situations 6 5 Signals to be observed 6 6 Personal protection 6 7 Optional modules extras 6 8 Quick reference instructions 6 9 Disposal of waste materials Maintaining and cleaning 7 1 Safety precautions 7 2 Maintenance and cleaning by users 7 3 Maintenance and cleaning by qualified people 7 4 Trouble shooting fault diagnosis and repair Optional modules and extras specifications Service and repair by service agent 9 1 Service cycles for safe operating 9 2 Addresses of service agents 9 3 Repackaging List of spare parts and consumables Taking product out of operation Index A1 3B 244 CDV en 62079 IEC 1999 Bibliography BS 4884 Part 1 1993 British Standard Technical manuals Part 1 Specification for presentation of essential information
59. s informative annexes containing some practical recommendations and a proposed methodology for assessment The annexes A B and C are addressed primarily to experts engaged in such assessment work but they may also be helpful to the Standard s principal target groups named above ce eae 3B 244 CDV en 62079 IEC 1999 INTERNATIONAL ELECTROTECHNICAL COMMISSION PREPARATION OF INSTRUCTIONS 1 Scope This International Standard provides general principles and detailed requirements for the design and formulation of all types of instructions that will be necessary or helpful for products of all kinds ranging from small simple ones such as a tin of paint to large or highly complex ones such as a large industrial installation It is intended for application by product manufacturers technical writers technical illustrators software designers translators or other people engaged in the work of conceiving and drafting such instructions authorized representatives of the product manufacturer in the country of product installation and or usage It will also be helpful in contract negotiations between product supplier and customer This standard does not establish a fixed amount of documentation that has to be delivered together with a product This would obviously not be possible because this standard has to be valid for all kind of products but the amount of documentation very much depends on the complexity of the product Therefore
60. s no marking procedure to indicate its approval and cannot be rendered responsible for any equipment declared to be in conformity with one of its standards Attention is drawn to the possibility that some of the elements of this International Standard may be the subject of patent rights The IEC shall not be held responsible for identifying any or all such patent rights International Standard IEC 62079 has been prepared by sub committee 3B Documentation of IEC technical committee 3 Documentation and graphical symbols and ISO technical committee 10 Technical drawings product definitions and related documentation The text of this standard is based on the following documents FDIS Report on voting XX XX FDIS XX XX RVD Full information on the voting for the approval of this standard can be found in the report on voting indicated in the above table Annexes A B C and D are for information only 4 3B 244 CDV en 62079 IEC 1999 INTRODUCTION The purpose of this International Standard is to provide a compilation of requirements and methodological rules to be followed when creating instructions for users of products Instructions are the means of conveying information to the user on how to use the product in a correct and safe manner AS a means of communication texts words signs symbols diagrams illustrations and audible or visible information are used separately or in combination Depending on product chara
61. sts 5 10 Operating instructions The user of the product shall be provided with information regarding normal and safe operation functioning As appropriate this should be completed by information regarding automatic and remote controlled products exceptional functions situations indications to be observed protection of persons and instructions for fault detection 5 10 1 Normal and safe operation The instruction material shall contain applicable information relating to the product itself detailed description of the product its fittings its guards and or protective devices comprehensive range of applications for which the product is intended taking into account variations of the original machine if appropriate information warnings about reasonably forseeable misuse information about residual risks which could not be eliminated by the risk reduction taken by the supplier 18 3B 244 CDV en 62079 IEC 1999 information about particular risks which may be generated by certain applications by using certain fittings and about additional protective measures which are necessary for such applications when required for portable hand held and hand guided machinery information regarding vibration modes and means for stopping the product s operation process flow diagrams or function diagrams see IEC 61082 1 descriptions of manual controls instructions for setting and adjustment instructions for r
62. t emitted by the product provisions against emissions e g recommended ventilation damping elements etc minimum space needed for use maintenance and repair a layout plan installation plan showing the location of the components see IEC 61082 1 interconnection diagram table see IEC 61082 1 methods of connection of water hydraulic and pneumatic fluid and permitted pressures assembly and mounting conditions permissible environmental conditions temperature humidity vibration shock bump electromagnetic radiation etc instructions for connecting the product to the power supply particularly describing protection against electrical overloading permitted variation of voltage and frequency recommendations for preventing unauthorised access and use during installation advice on preparations for waste removal disposal 5 9 4 Commissioning Instructions for commissioning are provided especially for large and highly complex products and for large industrial installations The purpose of such instructions is to provide the user with the information needed for initial setting up of the product These instructions should contain for example download program software instructions according to IEC 61506 checking instructions checks to be performed before connection and before first operation details of specifications to apply to acceptance inspection and performance te
63. tely on her his observations especially on any problems encountered by the panellists A 5 Evaluation In either desk or panel evaluations or both certain requirements may be designated important marked l or very important marked Il In many cases the single items to be evaluated may have different weightings depending on different requirements of products or product groups which can be defined only for specific purposes For an overall panel assessment each member shall give a final assessment based on her his individual experience during the test according to a five point scale see C 4 The final evaluation of panel tests as described in A 3 should be the responsibility of the supervising expert She he should take into account the number and seriousness of the difficulties experienced by the panel in using the product safely and correctly and the responses to the questionnaire She he may develop quantitative or statistical criteria for evaluating these results These criteria could include weighting of difficulties and complaints in relation to serious matters such as possible injury to the user or damage to the product The evaluation of panel tests should include a narrative report by the supervising expert 32 3B 244 CDV en 62079 IEC 1999 ANNEX B informative Compliance checklist technical review B 1 General This checklist is part of the programme for the preparation submission and acceptance of the i
64. this standard lists all possible kinds of instructions one can think of What this standard does aim to standardize is how such instructions are to be prepared 2 Normative References The following normative documents contain provisions which through reference in this text constitute provisions of this International Standard For dated references subsequent amendments to or revisions of any of these publications do not apply However parties to agreements based on this International Standard are encouraged to investigate the possibility of applying the most recent editions of the normative documents indicated below For undated references the latest edition of the normative document referred to applies Members of ISO and IEC maintain registers of currently valid International Standards IEC 60050 191 1990 International Electrotechnical Vocabulary Chapter 191 Dependability and quality of service IEC 60073 1996 Basic and safety principles for man machine interface marking and identification Coding principles for indication devices and actuators IEC 60204 1 1997 Electrical equipment of industrial machines Part 1 General requirements IEC 60417 all parts Graphical symbols for use on equipment IEC 6061 7 all parts Graphical symbols for diagrams IEC 60664 1 1992 Insulation coordination for equipment within low voltage systems Part 1 Principles requirements and tests IEC 60848 1988 Preparation of function charts f
65. tions of operation and storage e g temperature limits restriction of usage in explosive atmospheres humidity outdoor operation if not mentioned in 5 5 g overall dimensions mass capacity performance data h supply data for power gas water and other consumables such as detergents lubricants cleaning material and fuses fuse type rating and characteristics i energy consumption and conditions class of protection when Class Il equipment marking with symbol IEC 60417 5172 when Class Ill equipment marking with symbol IEC 60417 5180 and IP code j amount of noise gas waste water etc under specific conditions of operation k electromagnetic compatibility EMC l general information on personal protective equipment e g clothing protection goggles and on hazards to particular groups of persons if not mentioned in 5 5 or 5 10 6 m advice on safe disposal if not mentioned in 5 9 3 5 10 or 5 15 3 n any warranty conditions e g expiry date expiration after modifications not provided by the supplier if not provided in a separate document o clear warnings in words and or symbols of any hazard arising from the use or disposal of the product or its by products 15 3B 244 CDV en 62079 IEC 1999 p warnings against reasonably foreseeable misuse q warning if emission of radiation represents a hazard e g laser microwaves ultra violet ultrasonic 5 3 Identification of instruction documen
66. together shall appear close to each other 9 Tables 9 1 Appropriately located 9 2 Clearly set out and informative 9 3 Repeated when necessary l10 Flow charts 10 1 Provided where applicable 10 2 Supported with clear and helpful captions text 10 3 Adjacent to the text to which they belong 11 Use of colours 38 3B 244 CDV en 62079 IEC 1999 Importance see A 5 Items to be checked 11 1 Functional 11 2 Clear 11 3 Consistent 12 Table of contents Index 12 1 Appropriate to length and complexity of text 12 2 Headings identical to those in the text 12 3 Clear consistent and helpful 12 4 Numbered pages 12 5 List of keywords if helpful 13 Trouble shooting advice 13 1 Checklist of possible faults with repair instructions paying due regard to safety 13 2 Clear indication whether or not users can attempt repair themselves 14 Safety 14 1 Adequate provision against loss and deterioration in expected use possible 14 2 Change management for user documentation organized 15 Target group users 15 1 Target group is mentioned 15 2 Representation of contents is suitable for target group Relevant clauses of Standard 5 16 4 2 5 4 5 5 4 4 4 7 2 Evaluation Comments 0 39 3B 244 CDV en 62079 IEC 1999 Annex D informative Example of a table of contents of a user manual D 1 General This annex gives guidance
67. ts Instructions shall have a unique identity designation including a identity number b date of issue c revision index and date of revision if applicable d name of the publisher of the instructions with address if different from 5 2 b NOTE Furthermore a title or name of the document should be given For document retrieval purposes classification attributes such as a document kind designation in accordance with IEC 61355 should be added in order to facilitate the retrieval of such documents if stored in a document management system Other classification attributes e g keywords may also be considered The instructions shall state whether or not they apply to any modification of the product If appropriate the methods of modifying the product or implementations by the user including changes to the instructions shall be given see 5 4 5 4 Modification of products Instructions to the user describing permissible modifications of the product shall be sufficiently detailed and clearly described and illustrated to allow the user to modify the product correctly to ensure continuous safe and efficient operation If the product is modified after it has been accepted for use for example in case of contractual agreements between supplier and user or safety deficiencies that require a recall of products it is recommended that appropriate modifications are applied to the instructions 5 5 Safety notes In a
68. ve to be installed and have to be stored until they are required e g for large machinery installations instructions shall provide information needed to prevent damage during unpacking quality checking and storing Therefore such instructions shall contain the necessary information about transportation see 5 9 1 storage see 5 9 2 installation see 5 9 3 and commissioning see 5 9 4 See IEC 61082 1 and IEC 61082 4 Small or simple products need a part of these instructions only 5 9 1 Transportation dimensions mass value s position of the centre s of gravity indications for transport handling e g drawings indicating gripping points for lifting the equipment 5 9 2 Storage storage conditions of the product packaging repackaging and unpacking instructions including details of the measures to be taken to protect and preserve the product during transit and storage packaging or inventory checklist f 3B 244 CDV en 62079 IEC 1999 5 9 3 Installation procedures for unpacking provided outside of packaging methods for the removal of transport and packaging restraints equipment transit clamps and for the removal and safe disposal of protective and preservative packaging inventory checklist fixing anchoring and vibration damping requirements type and mass of foundation block or similar base specifications of noise vibration radiations gases vapours dus
69. vice and or to apply a product to perform a required function including a series of actions from cleaning to de commissioning at the end of product life NOTE A user of instructions can benefit from more efficient use of the product from spending less time in explanatory work before using repairing or modifying it and from the reduced incidence of injuries and faults that arise from lacking_of knowledge 9 3B 244 CDV en 62079 IEC 1999 4 Principles 4 1 Instruction is part of the product Instructions are an integral part of the delivery of the product They shall allow and promote correct use of a product The content of information of the instructions shall cover all of the expected duties of the user Therefore the content depends on the kind of delivery If for example erection and commissioning are included in the delivery the instructions supplied to the user contain only information on operation and maintenance 4 2 Minimizing risks Instructions are an integral part of the safety conception of a product They shall provide information to avoid an intolerable risk for the user damage to the product and malfunction or inefficient operation but they are not intended to compensate for design deficiencies They shall directly help to avoid foreseeable misuse which may lead to hazards therefore reasonably foreseeable misuse and risks of the product shall be mentioned and adequate warnings shall be given in a

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