To ensure the use of products for their intended purpose, special operational documentation is developed in accordance with GOST 2.601-2013. The most common example is instruction. Let us consider in more detail the features of operational documentation.
Definition
It is disclosed in the above GOST. Operational documentation is called design papers, which independently or in conjunction with other acts establish the rules for using the product. It also reflects data confirming the manufacturer’s guaranteed indicators of the main characteristics and parameters of the facility, information on maintenance and duration of use.
Requirements for Operational Documentation (ED)
The ED should contain information about the product in an amount sufficient to ensure its normal and safe functioning throughout the entire period determined by the manufacturer. If necessary, the design and operational documentation includes instructions on the required level of qualification of staff.
Types, execution form (paper or electronic), completeness of ED is determined by the developer. At the same time, he must take into account the requirements of the terms of reference and the provisions of ESKD (unified system of design documentation).
Content Features
There is a list of information that is mandatory included in the operational documentation:
- Repair and maintenance activities.
- The conditions and duration of operation of the product, user actions after the specified period, the consequences of their failure.
- Transportation and storage.
- Terms of use.
- The main defects and the procedure for their elimination.
- Disposal rules for the product and its elements.
- Manufacturer's Warranties.
- Information about the key parameters and properties of the product.
- Information about the acceptance.
- Details of the standard, the requirements of which the product must meet.
The ED should contain links only to those documents that are included in the statement for a particular product. It also provides designations of technical conditions and standards according to which the product is manufactured (material, spare part, assembly unit, etc.).
Theoretical basis
Development of operational documentation is carried out in accordance with design decisions, based on the experience of using such products. Equally important are the results of the analysis of the manufacturability of the object as a whole and its constituent elements. The development is also based on research into the safety and reliability of the operation of products of this type and similar products of a different kind.
ED classification
The list of operational documentation includes text and graphic materials, which together or separately allow you to get an idea about the product and determine the procedure for its use.
In accordance with GOST, ED are of the following types:
- RE - operation manual. It contains information on the design, characteristics, principle of operation of the product, necessary for its correct and safe use. The manual also describes methods for assessing the technical condition of an object if repairs are necessary, disposal rules.
- IM - installation instructions (adjustment, start-up, running-in). Registration of operational documentation of this type is carried out if information on commissioning is impossible or inexpedient to be reflected in the electronic documentation.
- - form. This document indicates the manufacturer's warranty, the values of the main characteristics and parameters, information on the technical condition of the product. The form also contains certification information, disposal rules. This document contains graphs in which various marks are made during operation: on the duration and working conditions, maintenance, storage, repair, etc.
- PS - passport. This document reflects the manufacturer’s warranties, the main characteristics and parameters of the product, certification information and disposal rules.
Additional types of securities
The operational documentation may include:
- KDS - catalog of parts, assembly units. It provides not only the names of the corresponding elements, but also reflects information about their quantity, location, design features, interchangeability, the materials from which they are made. KDS is developed when multiple repairs or replacement of spare parts are provided for a product during its operation.
- NZCh. This document reflects the nomenclature of spare parts, their quantity, necessary for the period of operation of the product.
- NM This document indicates the nomenclature of materials, their quantity, necessary for the period of operation.
- Statement of the tool kit, spare parts, accessories necessary for the period of use of the product. The document contains information on their nomenclature, quantity, purpose, location. If the number of spare parts, tools and accessories is small, the list is not developed. In this case, all the necessary information is reflected in the passport or form.
- Educational and technical materials. They include illustrations, which reflect information about the design of the product, the principle of operation, methods of use and maintenance.
The completeness and stacking places of the papers supplied with the facility are determined in the statement of operational documentation. It is compiled without fail if the ED includes two or more independent documents.
Structure
Operational documentation includes the following sections:
- Introduction
- Description and operation.
- Intended use.
- Maintenance.
- Maintenance.
- Transportation.
- Storage.
- Disposal
Introduction
This section describes the purpose and content of the document, the required level of qualification of staff. The introduction also contains indications of the effect of the provisions of the ED on other product modifications and other information.
For example, for machines and their parts that can, under certain conditions, pose a threat to the health / life of citizens, data are given on the types of danger.
Description and Function
There are two subsections in this section. The first reflects information about the purpose of the product, technical specifications, device, composition, functioning. There is also information about measuring devices, accessories, tools, sealing, marking, etc. The second subsection provides general information about the elements of the product.
Intended use
This section describes the restrictions, provides the rules for preparing the product for use, and the procedure for safe operation. For example, the following information is provided for machines:
- Security measures.
- Engine start.
- Starting, speed change.
- Break-in rules, etc.
Maintenance
This section describes:
- Frequency and types of product maintenance .
- The list of activities for maintenance.
- Rules for performing maintenance operations.
- The frequency of replacement of fuel and lubricants. At the same time, the areas of use of TCM, the rate of consumption, etc.
- Adjusting parameters.
- Rules for checking the product after maintenance.
Procedure and storage conditions for operational documentation
Original scripts are subject to mandatory registration. It is carried out in accordance with the provisions of GOST 2.501.
All originals of operational documentation accepted for storage must be registered in the inventory book. Each instance is assigned a unique number, regardless of the number of sheets.
Production of duplicates, their registration, accounting, storage are carried out in accordance with the provisions of GOST 2.502.
Storage rules for ED vary depending on the purpose of the product. So, the documentation for topographic and geodetic instruments must be in the package with them.