Preparation of information for use (instructions for use) of products - Part 1: Principles and general requirements

Transfer of the IEC/IEEE 82079-1 (replacement of IEC 82079-1:2012) to an equivalent EN (replacement of EN 82079-1:2012).

Erstellung von Nutzungsinformationen (Gebrauchsanleitungen) für Produkte - Teil 1: Grundsätze und allgemeine Anforderungen

Élaboration des informations d'utilisation (instructions d'utilisation) des produits - Partie 1: Principes et exigences générales

Priprava informacij za uporabo (navodila za uporabo) izdelkov - 1. del: Načela in splošne zahteve (IEC/IEEE 82079-1:2019)

General Information

Status
Published
Publication Date
02-Apr-2020
Current Stage
6060 - Document made available
Due Date
03-Apr-2020
Completion Date
03-Apr-2020

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SLOVENSKI STANDARD
SIST EN IEC/IEEE 82079-1:2020
01-julij-2020
Nadomešča:
SIST EN 82079-1:2012

Priprava informacij za uporabo (navodila za uporabo) izdelkov - 1. del: Načela in

splošne zahteve (IEC/IEEE 82079-1:2019)

Preparation of information for use (instructions for use) of products - Part 1: Principles

and general requirements (IEC/IEEE 82079-1:2019)

Erstellen von Gebrauchsanleitungen - Gliederung, Inhalt und Darstellung - Teil 1:

Allgemeine Grundsätze und ausführliche Anforderungen (IEC/IEEE 82079-1:2019)

Élaboration des informations d'utilisation (instructions d'utilisation) des produits - Partie

1: Principes et exigences générales (IEC/IEEE 82079-1:2019)
Ta slovenski standard je istoveten z: EN IEC/IEEE 82079-1:2020
ICS:
01.110 Tehnična dokumentacija za Technical product
izdelke documentation
29.020 Elektrotehnika na splošno Electrical engineering in
general
SIST EN IEC/IEEE 82079-1:2020 en,fr,de

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

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SIST EN IEC/IEEE 82079-1:2020
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SIST EN IEC/IEEE 82079-1:2020
EUROPEAN STANDARD EN IEC/IEEE 82079-1
NORME EUROPÉENNE
EUROPÄISCHE NORM
April 2020
ICS 01.110; 29.020 Supersedes EN 82079-1:2012 and all of its amendments
and corrigenda (if any)
English Version
Preparation of information for use (instructions for use) of
products - Part 1: Principles and general requirements
(IEC/IEEE 82079-1:2019)

Élaboration des informations d'utilisation (instructions Erstellen von Gebrauchsanleitungen - Gliederung, Inhalt

d'utilisation) des produits - Partie 1: Principes et exigences und Darstellung - Teil 1: Allgemeine Grundsätze und

générales ausführliche Anforderungen
(IEC/IEEE 82079-1:2019) (IEC/IEEE 82079-1:2019)

This European Standard was approved by CENELEC on 2020-03-03. CENELEC members are bound to comply with the CEN/CENELEC

Internal Regulations which stipulate the conditions for giving this European Standard the status of a national standard without any alteration.

Up-to-date lists and bibliographical references concerning such national standards may be obtained on application to the CEN-CENELEC

Management Centre or to any CENELEC member.

This European Standard exists in three official versions (English, French, German). A version in any other language made by translation

under the responsibility of a CENELEC member into its own language and notified to the CEN-CENELEC Management Centre has the

same status as the official versions.

CENELEC members are the national electrotechnical committees of Austria, Belgium, Bulgaria, Croatia, Cyprus, the Czech Republic,

Denmark, Estonia, Finland, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, the

Netherlands, Norway, Poland, Portugal, Republic of North Macedonia, Romania, Serbia, Slovakia, Slovenia, Spain, Sweden, Switzerland,

Turkey and the United Kingdom.
European Committee for Electrotechnical Standardization
Comité Européen de Normalisation Electrotechnique
Europäisches Komitee für Elektrotechnische Normung
CEN-CENELEC Management Centre: Rue de la Science 23, B-1040 Brussels

© 2020 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.

Ref. No. EN IEC/IEEE 82079-1:2020 E
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SIST EN IEC/IEEE 82079-1:2020
EN IEC/IEEE 82079-1:2020 (E)
European foreword

This document (EN IEC/IEEE 82079-1:2020) consists of the text of IEC/IEEE 82079-1:2019 prepared

by IEC/TC 3 "Information structures and elements, identification and marking principles,

documentation and graphical symbols".
The following dates are fixed:
• latest date by which this document has to be (dop) 2020-10-03
implemented at national level by publication of an
identical national standard or by endorsement
• latest date by which the national standards (dow) 2023-04-03
conflicting with this document have to be
withdrawn

This document supersedes EN 82079-1:2012 and all of its amendments and corrigenda (if any).

Attention is drawn to the possibility that some of the elements of this document may be the subject of

patent rights. CENELEC shall not be held responsible for identifying any or all such patent rights.

Endorsement notice

The text of the International Standard IEC/IEEE 82079-1:2019 was approved by CENELEC as a

European Standard without any modification.

In the official version, for Bibliography, the following notes have to be added for the standards

indicated:
IEC 60073 NOTE Harmonized as EN 60073
IEC 60204-1 NOTE Harmonized as EN 60204-1
IEC 60335 (series) NOTE Harmonized as EN 60335 (series)
IEC 60529 NOTE Harmonized as EN 60529
IEC 60848 NOTE Harmonized as EN 60848
IEC 61082-1:2014 NOTE Harmonized as EN 61082-1:2015 (not modified).
IEC 61310-1 NOTE Harmonized as EN 61310-1
IEC 60204-1 NOTE Harmonized as EN 60204-1
IEC 61355-1:2008 NOTE Harmonized as EN 61355-1:2008 (not modified).
IEC 62023 NOTE Harmonized as EN 62023
IEC 62507-1 NOTE Harmonized as EN 62507-1
IEC 62569-1 NOTE Harmonized as EN 62569-1
IEC 62744 NOTE Harmonized as EN 62744
IEC 80416-1:2008 NOTE Harmonized as EN 80416-1:2009 (not modified).
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SIST EN IEC/IEEE 82079-1:2020
EN IEC/IEEE 82079-1:2020 (E)
IEC 81346-1:2009 NOTE Harmonized as EN 81346-1:2009 (not modified).
ISO 10628-1:2014 NOTE Harmonized as EN ISO 10628-1:2015
ISO 10628-2:2012 NOTE Harmonized as EN ISO 10628-2:2012
ISO 12100 NOTE Harmonized as EN ISO 12100
ISO 14971 NOTE Harmonized as EN ISO 14971
ISO 15006 NOTE Harmonized as EN ISO 15006
ISO 17100 NOTE Harmonized as EN ISO 17100
ISO 7731 NOTE Harmonized as EN ISO 7731
ISO 9000 NOTE Harmonized as EN ISO 9000
ISO 9241-210:2010 NOTE Harmonized as EN ISO 9241-210:2010
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SIST EN IEC/IEEE 82079-1:2020
EN IEC/IEEE 82079-1:2020 (E)
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications

The following documents are referred to in the text in such a way that some or all of their content

constitutes requirements of this document. For dated references, only the edition cited applies. For

undated references, the latest edition of the referenced document (including any amendments)

applies.

NOTE 1 When an International Publication has been modified by common modifications, indicated by (mod), the relevant

EN/HD applies.

NOTE 2 Up-to-date information on the latest versions of the European Standards listed in this annex is available here:

www.cenelec.eu.
Publication Year Title EN/HD Year
IEC 60417 - Graphical symbols for use on equipment - -
IEC 60617 - Graphical symbols for diagrams - -
IEC 60825-1 - Safety of laser products - Part 1: EN 60825-1 -
Equipment classification and requirements
ISO 3864 series Graphical symbols - Safety colours and - -
safety signs
ISO 5807 - Information processing -- Documentation - -
symbols and conventions for data,
program and system flowcharts, program
network charts and system resources
charts
ISO 7000 - Graphical symbols for use on equipment - - -
Registered symbols
ISO 7010 2011 Graphical symbols - Safety colours and EN ISO 7010 2012
safety signs - Registered safety signs
ISO 9241-300 - Ergonomics of human-system interaction – EN ISO 9241-300 -
Part 300: Introduction to electronic visual
display requirements
ISO 14617 series Graphical symbols for diagrams - -
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SIST EN IEC/IEEE 82079-1:2020
IEC/IEEE 82079-1
Edition 2.0 2019-05
INTERNATIONAL
STANDARD
NORME
colour
INTERNATIONALE
inside
HORIZONTAL STANDARD
NORME HORIZONTALE
Preparation of information for use (instructions for use) of products –
Part 1: Principles and general requirements
Élaboration des informations d'utilisation (instructions d'utilisation) des
produits –
Partie 1: Principes et exigences générales
INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 01.110; 29.020 ISBN 978-2-8322-6835-3

Warning! Make sure that you obtained this publication from an authorized distributor.

Attention! Veuillez vous assurer que vous avez obtenu cette publication via un distributeur agréé.

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SIST EN IEC/IEEE 82079-1:2020
– 2 – IEC/IEEE 82079-1:2019
© IEC/IEEE 2019
CONTENTS

FOREWORD ........................................................................................................................... 6

INTRODUCTION ..................................................................................................................... 9

1 Scope ............................................................................................................................ 11

2 Normative references .................................................................................................... 12

3 Terms and definitions .................................................................................................... 13

4 Fulfilment of requirements for information for use .......................................................... 19

4.1 General ................................................................................................................. 19

4.2 Evaluation of information for use of consumer products ........................................ 19

4.3 Documentary evidence of evaluation ..................................................................... 19

5 Principles ...................................................................................................................... 20

5.1 General ................................................................................................................. 20

5.2 Purpose of information for use .............................................................................. 20

5.2.1 General ......................................................................................................... 20

5.2.2 Information for use as part of the product ...................................................... 20

5.2.3 Target audiences' orientation ......................................................................... 20

5.2.4 Safe use of the supported product ................................................................. 20

5.2.5 Product's compliance through information for use .......................................... 20

5.3 Information quality ................................................................................................ 21

5.3.1 General ......................................................................................................... 21

5.3.2 Completeness ................................................................................................ 21

5.3.3 Minimalism .................................................................................................... 21

5.3.4 Correctness ................................................................................................... 21

5.3.5 Conciseness .................................................................................................. 21

5.3.6 Consistency ................................................................................................... 22

5.3.7 Comprehensibility .......................................................................................... 22

5.3.8 Accessibility................................................................................................... 22

5.4 Use of repeatable processes ................................................................................. 22

6 Information management process .................................................................................. 23

6.1 General ................................................................................................................. 23

6.2 Analysis and planning of information ..................................................................... 23

6.2.1 General analysis ............................................................................................ 23

6.2.2 Target audiences ........................................................................................... 24

6.2.3 Media ............................................................................................................ 24

6.2.4 Languages ..................................................................................................... 25

6.2.5 Information sources ....................................................................................... 25

6.2.6 Information sustainment ................................................................................ 25

6.2.7 Risk management .......................................................................................... 26

6.2.8 Contractual agreements and legal constraints................................................ 26

6.2.9 Project management and control ................................................................... 26

6.2.10 Configuration management ............................................................................ 26

6.2.11 Human resource management ....................................................................... 27

6.2.12 Quality assurance .......................................................................................... 27

6.3 Design and development, including review, editing, and testing ............................ 27

6.3.1 General ......................................................................................................... 27

6.3.2 Design, information gathering and development............................................. 27

6.3.3 Reviewing, editing and testing ....................................................................... 28

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6.4 Production and distribution.................................................................................... 29

6.5 Sustainment, maintenance and improvement ........................................................ 29

7 Content of information for use ....................................................................................... 29

7.1 General ................................................................................................................. 29

7.2 Identifiers .............................................................................................................. 30

7.2.1 Identification of information for use ................................................................ 30

7.2.2 Identification of the supported product ........................................................... 30

7.2.3 Identification of the supplier ........................................................................... 30

7.3 Importance of retaining printed information for use ............................................... 30

7.4 Presentational conventions ................................................................................... 31

7.5 Terminology .......................................................................................................... 31

7.6 Acronyms, abbreviations and technical terms ........................................................ 31

7.7 Explanation of safety signs, graphical symbols and markings ................................ 31

7.8 Product description ............................................................................................... 32

7.8.1 General description ....................................................................................... 32

7.8.2 Visualization .................................................................................................. 32

7.8.3 Specifications ................................................................................................ 32

7.9 Supplied accessories, consumables and spare parts............................................. 32

7.9.1 Accessories supplied with the product ........................................................... 32

7.9.2 Consumables ................................................................................................. 33

7.9.3 Spare parts .................................................................................................... 33

7.10 Information for use needed during the lifetime of the supported product ................ 33

7.10.1 General ......................................................................................................... 33

7.10.2 Re-packaging of the supported product ......................................................... 33

7.10.3 Transportation and storage of the supported product ..................................... 33

7.10.4 Installation of the supported product .............................................................. 34

7.10.5 Commissioning of the supported product ....................................................... 34

7.10.6 Modification of the supported product ............................................................ 34

7.10.7 Operation of the supported product ................................................................ 34

7.10.8 Indications of faults and warning device signals of the supported

product .......................................................................................................... 35

7.10.9 Meanings of signals of the supported product ................................................ 36

7.10.10 Maintenance of the supported product by non-skilled and skilled

persons ......................................................................................................... 36

7.10.11 Maintenance of complex systems .................................................................. 36

7.10.12 Troubleshooting and repair of the supported product by non-skilled and

skilled persons............................................................................................... 37

7.10.13 Replacement of parts of the supported product by non-skilled and

skilled persons............................................................................................... 38

7.10.14 Disassembly, recycling, disposal of the supported product ............................. 38

7.11 Safety-related information ..................................................................................... 39

7.11.1 Types of safety-related information ................................................................ 39

7.11.2 Location of safety-related information ............................................................ 39

7.11.3 Precautions for particular target audiences .................................................... 39

7.11.4 Safety notes .................................................................................................. 40

7.11.5 Warning messages ........................................................................................ 40

7.11.6 Safety-related information in quick-start guides ............................................. 41

7.12 Instructions for assembly of self-assembly products .............................................. 41

7.13 Information for use for a complex system .............................................................. 42

7.14 Information security and data privacy .................................................................... 42

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© IEC/IEEE 2019

7.14.1 General ......................................................................................................... 42

7.14.2 Functions for access control or protection of sensitive data ........................... 42

7.15 Training ................................................................................................................ 43

8 Structure of information for use ..................................................................................... 43

8.1 General ................................................................................................................. 43

8.2 Information types .................................................................................................. 43

8.3 Structuring ............................................................................................................ 44

8.3.1 General ......................................................................................................... 44

8.3.2 Use of information models ............................................................................. 44

8.3.3 Use of leading criteria .................................................................................... 44

8.3.4 Detailed structure of step-by-step instructions ............................................... 45

8.4 Navigation and information delivery ...................................................................... 46

8.4.1 General ......................................................................................................... 46

8.4.2 Navigating printed information for use ........................................................... 46

8.4.3 Dynamic delivery ........................................................................................... 46

9 Media and format of information for use ......................................................................... 47

9.1 General ................................................................................................................. 47

9.2 Durability of chosen media .................................................................................... 48

9.3 Use of animation or audio-visual demonstrations .................................................. 48

9.4 Location and availability ........................................................................................ 48

9.5 Printable information ............................................................................................. 48

9.6 User interaction and search features ..................................................................... 49

9.7 Downloadable information for use ......................................................................... 49

9.8 Suitability for the conditions of use of the supported product ................................. 49

9.9 Consistency of format ........................................................................................... 49

9.10 Legibility, readability and comprehensibility .......................................................... 50

9.10.1 Text font sizes and heights of safety signs and graphical symbols ................. 50

9.10.2 Maximum brightness contrast ........................................................................ 52

9.10.3 Information for use provided on the supported product or packaging ............. 52

9.10.4 Minimum heights of safety signs and graphical symbols ................................ 52

9.10.5 Rules for simple wording ............................................................................... 52

9.10.6 Function of information sections .................................................................... 52

9.11 Use of visualization ............................................................................................... 52

9.11.1 Graphical symbols and safety signs ............................................................... 52

9.11.2 Illustrations .................................................................................................... 53

9.11.3 Information content of illustrations ................................................................. 53

9.11.4 Illustration with captions ................................................................................ 53

9.12 Use of tables......................................................................................................... 53

9.13 Use of colours ....................................................................................................... 53

9.14 Use of icons .......................................................................................................... 53

9.15 Attracting attention to safety-related information ................................................... 54

9.15.1 General ......................................................................................................... 54

9.15.2 Durability and visibility ................................................................................... 54

10 Professional competencies ............................................................................................ 54

10.1 General ................................................................................................................. 54

10.2 Task-related competencies ................................................................................... 54

10.3 Level of proficiency ............................................................................................... 55

10.3.1 General ......................................................................................................... 55

10.3.2 Proficiency level 1 ......................................................................................... 55

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© IEC/IEEE 2019

10.3.3 Proficiency level 2 ......................................................................................... 55

10.3.4 Proficiency level 3 ......................................................................................... 56

10.4 Competencies of translators.................................................................................. 56

Annex A (informative) Guidance on evaluation ..................................................................... 57

A.1 General ................................................................................................................. 57

A.2 Assessing fulfillment of requirements for information for use supporting a

particular product .................................................................................................. 57

A.2.1 Comprehensiveness check ............................................................................ 57

A.2.2 Inspection for effectiveness (desk check) ...................................................... 57

A.2.3 Empirical effectiveness check ........................................................................ 57

A.2.4 Useful additional checks ................................................................................ 58

A.3 Evaluating the fulfilment of requirements for an information management

process ................................................................................................................. 58

A.3.1 Process evaluation ........................................................................................ 58

A.3.2 Competency evaluation ................................................................................. 58

A.4 Guidance on conducting an evaluation .................................................................. 58

A.4.1 Result of the evaluation and corrective actions .............................................. 58

A.4.2 Evaluation of similar information for use (conferrable evaluations) ................. 59

Bibliography .......................................................................................................................... 60

Figure 1 – Concept of information for use ............................................................................... 9

Figure 2 – Examples for notice to retain information ............................................................. 31

Table 1 – Examples of empirical methods ............................................................................. 28

Table 2 – Structuring principles ............................................................................................. 45

Table 3 – Examples of considerations for the choice of media .............................................. 49

Table 4 – Minimum recommended text font sizes and heights of safety signs and

graphical symbols ................................................................................................................. 51

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SIST EN IEC/IEEE 82079-1:2020
– 6 – IEC/IEEE 82079-1:2019
© IEC/IEEE 2019
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
PREPARATION OF INFORMATION FOR USE
(INSTRUCTIONS FOR USE) OF PRODUCTS –
Part 1: Principles and general requirements
FOREWORD

1) The International Electrotechnical Commission (IEC) is a worldwide organization for standardization comprising

all national electrotechnical committees (IEC National Committees). The object of IEC is to promote

international co-operation on all questions concerning standardization in the electrical and electronic fields. To

this end and in addition to other activities, IEC publishes International Standards, Technical Specifications,

Technical Reports, Publicly Available Specifications (PAS) and Guides (hereafter referred to as "IEC

Publication(s)"). Their preparation is entrusted t
...

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