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BS EN IEC/IEEE 82079-1:2020

$198.66

Preparation of information for use (instructions for use) of products – Principles and general requirements

Published By Publication Date Number of Pages
BSI 2020 68
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IEC/IEEE 82079-1:2019 is jointly developed and published by IEC, IEEE, and ISO and provides general principles and detailed requirements for the design and formulation of all types of instructions for use that will be necessary or helpful for users of products of all kinds, ranging from a tin of paint to large or highly complex products, such as large industrial machinery, turnkey based plants or buildings. IEC/IEEE 82079-1:2019 cancels and replaces the first edition IEC 82079-1:2012. This edition constitutes a technical revision. It includes the following significant technical changes with respect to the previous edition: a) The structure of this document has been rearranged in order to facilitate application of the standard and to make it easier to find information. Where possible, the language has been simplified. b) Information for use is introduced as a generic term. Instructions for use is a synonym for information for use. Step-by-step instructions is used as a subset of information for use. c) Clause 5 (principles) is revised and focuses on the purpose of information for use, the quality of information and the process for management of information. d) The process for preparation of information for use is integrated in the normative part and addressed comprehensively. e) Empirical methods for the evaluation of information for use are described in the normative part. f) The professional competencies needed for the preparation of information for use are addressed more comprehensively. g) Some aspects have been added to general requirements for information for use for complex systems of systems. h) Consideration is given to instructions for self-assembly products. i) An informative annex providing guidance on the fulfilment of specified requirements is introduced. IEC/IEEE 82079-1:2019 has the status of a horizontal standard in accordance with IEC Guide 108. It is primarily intended for use by technical committees in the preparation of standards in accordance with the principles laid down in IEC Guide 108. One of the responsibilities of a technical committee is, wherever applicable, to make use of horizontal standards in the preparation of its publications. The contents of this horizontal standard will not apply unless specifically referred to or included in the relevant publications.

PDF Catalog

PDF Pages PDF Title
2 undefined
7 English
CONTENTS
11 FOREWORD
14 INTRODUCTION
Figure 1 – Concept of information for use
16 1 Scope
17 2 Normative references
18 3 Terms and definitions
24 4 Fulfilment of requirements for information for use
4.1 General
4.2 Evaluation of information for use of consumer products
4.3 Documentary evidence of evaluation
25 5 Principles
5.1 General
5.2 Purpose of information for use
5.2.1 General
5.2.2 Information for use as part of the product
5.2.3 Target audiences orientation
5.2.4 Safe use of the supported product
5.2.5 Product compliance through information for use
26 5.3 Information quality
5.3.1 General
5.3.2 Completeness
5.3.3 Minimalism
5.3.4 Correctness
5.3.5 Conciseness
27 5.3.6 Consistency
5.3.7 Comprehensibility
5.3.8 Accessibility
5.4 Use of repeatable processes
28 6 Information management process
6.1 General
6.2 Analysis and planning of information
6.2.1 General analysis
29 6.2.2 Target audiences
6.2.3 Media
30 6.2.4 Languages
6.2.5 Information sources
6.2.6 Information sustainment
31 6.2.7 Risk management
6.2.8 Contractual agreements and legal constraints
6.2.9 Project management and control
6.2.10 Configuration management
32 6.2.11 Human resource management
6.2.12 Quality assurance
6.3 Design and development, including review, editing, and testing
6.3.1 General
6.3.2 Design, information gathering and development
33 6.3.3 Reviewing, editing and testing
Tables
Table 1 – Examples of empirical methods
34 6.4 Production and distribution
6.5 Sustainment, maintenance and improvement
7 Content of information for use
7.1 General
35 7.2 Identifiers
7.2.1 Identification of information for use
7.2.2 Identification of the supported product
7.2.3 Identification of the supplier
7.3 Importance of retaining printed information for use
36 7.4 Presentational conventions
7.5 Terminology
7.6 Acronyms, abbreviations and technical terms
7.7 Explanation of safety signs, graphical symbols and markings
Figure 2 – Examples for notice to retain information
37 7.8 Product description
7.8.1 General description
7.8.2 Visualization
7.8.3 Specifications
7.9 Supplied accessories, consumables and spare parts
7.9.1 Accessories supplied with the product
38 7.9.2 Consumables
7.9.3 Spare parts
7.10 Information for use needed during the lifetime of the supported product
7.10.1 General
7.10.2 Re-packaging of the supported product
7.10.3 Transportation and storage of the supported product
39 7.10.4 Installation of the supported product
7.10.5 Commissioning of the supported product
7.10.6 Modification of the supported product
7.10.7 Operation of the supported product
40 7.10.8 Indications of faults and warning device signals of the supported product
41 7.10.9 Meanings of signals of the supported product
7.10.10 Maintenance of the supported product by non-skilled and skilled persons
7.10.11 Maintenance of complex systems
42 7.10.12 Troubleshooting and repair of the supported product by non-skilled and skilled persons
43 7.10.13 Replacement of parts of the supported product by non-skilled and skilled persons
7.10.14 Disassembly, recycling, disposal of the supported product
44 7.11 Safety-related information
7.11.1 Types of safety-related information
7.11.2 Location of safety-related information
7.11.3 Precautions for particular target audiences
45 7.11.4 Safety notes
7.11.5 Warning messages
46 7.11.6 Safety-related information in quick-start guides
7.12 Instructions for assembly of self-assembly products
47 7.13 Information for use for a complex system
7.14 Information security and data privacy
7.14.1 General
7.14.2 Functions for access control or protection of sensitive data
48 7.15 Training
8 Structure of information for use
8.1 General
8.2 Information types
49 8.3 Structuring
8.3.1 General
8.3.2 Use of information models
8.3.3 Use of leading criteria
50 8.3.4 Detailed structure of step-by-step instructions
Table 2 – Structuring principles
51 8.4 Navigation and information delivery
8.4.1 General
8.4.2 Navigating printed information for use
8.4.3 Dynamic delivery
52 9 Media and format of information for use
9.1 General
53 9.2 Durability of chosen media
9.3 Use of animation or audio-visual demonstrations
9.4 Location and availability
9.5 Printable information
54 9.6 User interaction and search features
9.7 Downloadable information for use
9.8 Suitability for the conditions of use of the supported product
9.9 Consistency of format
Table 3 – Examples of considerations for the choice of media
55 9.10 Legibility, readability and comprehensibility
9.10.1 Text font sizes and heights of safety signs and graphical symbols
56 Table 4 – Minimum recommended text font sizes and heightsof safety signs and graphical symbols
57 9.10.2 Maximum brightness contrast
9.10.3 Information for use provided on the supported product or packaging
9.10.4 Minimum heights of safety signs and graphical symbols
9.10.5 Rules for simple wording
9.10.6 Function of information sections
9.11 Use of visualization
9.11.1 Graphical symbols and safety signs
58 9.11.2 Illustrations
9.11.3 Information content of illustrations
9.11.4 Illustrations with captions
9.12 Use of tables
9.13 Use of colours
9.14 Use of icons
59 9.15 Attracting attention to safety-related information
9.15.1 General
9.15.2 Durability and visibility
10 Professional competencies
10.1 General
10.2 Task-related competencies
60 10.3 Level of proficiency
10.3.1 General
10.3.2 Proficiency level 1
10.3.3 Proficiency level 2
61 10.3.4 Proficiency level 3
10.4 Competencies of translators
62 Annex A (informative)Guidance on evaluation
A.1 General
A.2 Assessing fulfilment of requirements for information for use supporting a particular product
A.2.1 Comprehensiveness check
A.2.2 Inspection for effectiveness (desk check)
A.2.3 Empirical effectiveness check
63 A.2.4 Useful additional checks
A.3 Evaluating the fulfilment of requirements for an information management process
A.3.1 Process evaluation
A.3.2 Competency evaluation
A.4 Guidance on conducting an evaluation
A.4.1 Result of the evaluation and corrective actions
64 A.4.2 Evaluation of similar information for use (conferrable evaluations)
65 Bibliography
BS EN IEC/IEEE 82079-1:2020
$198.66