The requirements of technical regulations to the operation manual

Technical Regulations of the Customs Union TR CU 010/2011 (entered into force in March 2013) imposes a number of additional requirements to the operating instructions manual.

Operating instructions manual (by definition) is a document that contains information about the design, principle of operation, characteristics (properties) of the product, its component parts and instructions necessary for the proper and safe use of product (intended use, maintenance, repair, storage and transportation) and an assessment of its technical condition about necessary sending it in for repair, as well as an information on the disposal of the product and its components.

Using additional requirements is due with the assessment of risks during operation of the machine. During developing the operating instructions manual (user manual) of the machine and (or) equipment is necessary to consider a tolerable risk at the operation of machines and (or) equipment.

For example, if was revealed the impossibility of achieving the technical characteristics of the machine (at design) defining acceptable risk, by changing the project, as well as at economically infeasible, the operating instructions manual (user manual) must contain an information limiting the conditions for the use of the machine or a warning of the need to adopt for safety measures.

If impermissible operation may be a danger, the design of machines and (or) equipment must prevent such cases of operation. If this is not possible, in the operating instructions manual (user manual) is drawn attention to such situations.

Development of the operating manual (instructions for use) is an integral part of the development (designing) of the machine, and (or) equipment. Operating manual (instructions for use) shall include:

• information on the design, operation principle, the characteristics (properties) of machinery and / or equipment; 
• instructions for installation or assembly, setup or adjustment, maintenance and repair of ma-chines and (or) equipment; 
• instructions on using of machines and (or) equipment and measures to ensure safety that need to be taken when using the machine, and (or) equipment, including commissioning and intended use, maintenance and repair of all types, periodic diagnosis, testing, transportation, packaging, conservation and storage conditions; 
• designated parameters (designated retention period, designated working life and (or) the designated resource), depending on the design features. Upon expiration of designated parameters (designated working life, retention period and resource) machine and (or) equipment should be taken out of service and decided to send it in for repair, disposal, about the inspection and the establishment of new designated parameters (designated working life, retention period and resource); 
• list of critical failures, possible mistaken personnel actions, which lead to an incident or accident; 
• personnel actions in the event of an incident, a critical failure or accident; 
• criteria of limit state; 
• instructions for decommissioning and disposal. 
• information about staff qualifications. 

If the machine and (or) equipment is not designed for use by professional users, the operating instructions manual (user manual) must consider the knowledge, skills and experience.

Machine and (or) equipment should contain good visible clearly and indelibly identification label (plate) containing:

• the manufacturer's name and (or) its trademark;
• the name and (or) designation of machines and (or) equipment (type, brand, model (if any));
• month and year of manufacture.

If information listed above about mark is impossible to inflict to a machine and (or) equipment, they can only be specified in the operating instructions manual (user manual) attached to this machine and (or) equipment. In this case, the manufacturer's name and (or) its trademark, name and designation of the machine and (or) equipment (type, brand, model (if any)) should be marked on the packaging.

The information listed above about mark should contain in the operating instructions manual (user manual). In addition, the operating manual (instructions for use) must contain the name and address of the manufacturer (the person authorized by the manufacturer), importer, information to contact them.

Operating instructions manual (user manual) is performed in Russian and in the state language (s) of the Member State of the Customs Union, if the law of the state (s) of the Member (s) of the Customs Union has corresponding requirements.

The operating instructions manual (user manual) is performed on paper. To it can be add a set of operation documents in electronic form. The operating manual (instructions for use) can be done only in electronic form, at the option of the manufacturer, if the machine and (or) equipment is than domestic use.

In the operating instructions manual (user manual) shall be established recommendations for the safe utilization the machine and (or) equipment.

The operating instructions manual (user manual) must contain the parameters of the noise machine and (or) equipment and the parameters uncertainty of these values.

The operating instructions manual (user manual) must contain the absolute rms-root mean square vibration acceleration acting on the personnel manually operated machines and machines with manual control, as well as machines equipped workplace for personnel, and the parameters uncertainty of these values.

When designing the machine and (or) equipment in the operating manual (instructions for use) shall be determined by measures to prevent the unintended use of the machine and (or) equipment after reaching the designated resource or designated working life.

The operating instructions manual (user manual) of some machines may have special sections. For example, for lifting equipment (cranes) it should contain methods for testing the stability and strength (load tests).

Requirements to the instruction manual, imposed by other technical regulations (eg: technical regulations of the Customs Union "On the safety equipment of high pressure" (TR CU 032/2013)) are similar. Some, for example see Annex № 2 to the technical regulations of the Customs Union "On safety devices, operating on fuel gas" (TR CU 016/2011), have special requirements.