EN 13460:2002

2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.Maintenance - Documents for maintenanceInstandhaltung - Dokumente für die InstandhaltungMaintenance - Documents pour la maintenanceMaintenance - Documents for maintenance03.080.10Industrijske storitveIndustrial services01.110L]GHONHTechnical product documentationICS:Ta slovenski standard je istoveten z:EN 13460:2002SIST EN 13460:2004en01-januar-2004SIST EN 13460:2004SLOVENSKI
STANDARD



SIST EN 13460:2004



EUROPEAN STANDARDNORME EUROPÉENNEEUROPÄISCHE NORMEN 13460May 2002ICS 01.110; 03.080.10English versionMaintenance - Documents for maintenanceMaintenance - Documents pour la maintenanceInstandhaltung - Dokumente für die InstandhaltungThis European Standard was approved by CEN on 25 February 2002.CEN members are bound to comply with the CEN/CENELEC Internal Regulations which stipulate the conditions for giving this EuropeanStandard the status of a national standard without any alteration. Up-to-date lists and bibliographical references concerning such nationalstandards may be obtained on application to the Management Centre or to any CEN member.This European Standard exists in three official versions (English, French, German). A version in any other language made by translationunder the responsibility of a CEN member into its own language and notified to the Management Centre has the same status as the officialversions.CEN members are the national standards bodies of Austria, Belgium, Czech Republic, Denmark, Finland, France, Germany, Greece,Iceland, Ireland, Italy, Luxembourg, Malta, Netherlands, Norway, Portugal, Spain, Sweden, Switzerland and United Kingdom.EUROPEAN COMMITTEE FOR STANDARDIZATIONCOMITÉ EUROPÉEN DE NORMALISATIONEUROPÄISCHES KOMITEE FÜR NORMUNGManagement Centre: rue de Stassart, 36
B-1050 Brussels© 2002 CENAll rights of exploitation in any form and by any means reservedworldwide for CEN national Members.Ref. No. EN 13460:2002 ESIST EN 13460:2004



EN 13460:2002 (E)2ContentspageForeword.3Introduction.41Scope.52Normative references.53Terms and definitions.54Documentation.64.1The concept of document.64.2Normative documentation for maintenance.65Documents from the preparatory phase.8Annex A (informative)
Documents from the operational phase.11Annex B (informative)
Work order information items.19Annex C (informative)
General overview of structure and purpose of documents.21SIST EN 13460:2004



EN 13460:2002 (E)3ForewordThis document EN 13460:2002 has been prepared by Technical Committee CEN/TC 319, “Maintenance”, the sec-retariat of which is held by UNI.This European Standard shall be given the status of a national standard, either by publication of an identical text orby endorsement, at the latest by November 2002, and conflicting national standards shall be withdrawn at the latestby November 2002.This document has been prepared under a mandate given to CEN by the European Commission and the EuropeanFree Trade Association, and supports essential requirements of EU Directive(s).The annexes A, B and C are informative.According to the CEN/CENELEC Internal Regulations, the national standards organizations of the following coun-tries are bound to implement this European Standard: Austria, Belgium, Czech Republic, Denmark, Finland,France, Germany, Greece, Iceland, Ireland, Italy, Luxembourg, Malta, Netherlands, Norway, Portugal, Spain, Swe-den, Switzerland and the United Kingdom.SIST EN 13460:2004



EN 13460:2002 (E)4IntroductionMaintenance, as any other function in business, requires a suitable information flow between the different points ofits internal organization and with the rest of the functional and organizational units of the business, in order to fulfilits objectives of reaching an acceptable performance.For the purpose of this European Standard, it is necessary to consider that the different companies organize theirfunctions and divisions according to their specific needs (traditions, market, means, human resources, etc.).Therefore, the organization of the information varies from one business to another. For that reason, this EuropeanStandard has been divided into the normative part and informative annexes.The normative part concerns the first part of the life cycle of the asset to be maintained, namely the preparatoryphase. When an asset is acquired, the acquirer requires certain documentation to maintain and operate the equip-ment properly. That appropriate documentation has to be provided by the supplier of the item.The normative part of this European Standard describes the list of required essential documents for maintenance andgives information on possible contents of each document mentioned in clause 5. In order to make the standard flexibleto the specific needs of user/supplier of the asset, the list of information items given for each document may beadapted to specific requirements by agreement between user and supplier. This European Standard takes into consi-deration agreements between parties which affect documentation in such a way that any document may be deleted orreplaced totally or partially as agreed in the contract according to ENV 13269:2001.The informative annexes A, B and C concern the operational phase (see 3.6) of the life cycle of the asset to bemaintained.The informative annexes, in addition to the normative text, develop the documentation for maintenance havingregard to the maintenance function as a part of the quality system of the company. That is, not only the documen-tation of information which is necessary to manage the maintenance is suggested, but also the documentation toaccomplish, at the same time, the quality assurance requirements for maintenance operations.SIST EN 13460:2004



EN 13460:2002 (E)51 ScopeThis European Standard specifies general guidelines for:¾ the technical documentation to be supplied with an item, at the latest before it is ready to be put into service, inorder to support its maintenance, see clause 5;¾ the documentation of information to be established within the operational phase of an item, in order to supportthe maintenance requirements, see annex A.2 Normative referencesThis European Standard incorporates by dated or undated reference, provisions from other publications. Thesenormative references are cited at the appropriate places in the text, and the publications are listed hereafter. Fordated references, subsequent amendments to or revisions of any of these publications apply to this EuropeanStandard only when incorporated in it by amendment or revision. For undated references the latest edition of thepublication referred to applies (including amendments).EN 13306:2001, Maintenance — Terminology.ENV 13269, Maintenance — Guideline on preparation of maintenance contracts.3 Terms and definitionsFor the purposes of this European Standard, the terms and definitions given in EN 13306, together with the follow-ing apply.3.1assets registeritem (see 3.4) basic information, related to technical, contractual, administrative, locational and operational aspects,in order to define it within the companyNOTEThis information comes either from the preparatory or the operational phase (see 3.7 and 3.6).3.2documentspecific form containing information3.3documentationinformation given in a specific form3.4itemany part, component, device, subsystem, functional unit, equipment or system that can be individually considered(see EN 13306:2001, 3.1)3.5maintenance workflowset of sequenced steps to be followed, in order to accomplish a maintenance operation, from the first preparatoryactivities, such as study and defining policies, to the analysis once the work is finished and action to be taken toimprove future similar cases(see Figure C.1)SIST EN 13460:2004



EN 13460:2002 (E)63.6operational phaseperiod of time beginning when the item is put into service and ending with the disposal of the item3.7preparatory phaseperiod in the item life time corresponding to the conception, designing, manufacturing, assembly and commission-ing of the item3.8work order (W.O.)document containing all the information related to a maintenance operation and the reference links to other docu-ments necessary to carry out the maintenance work4 Documentation4.1 The concept of documentThe document is the physical support of the information in a specific form. This may take the form of a paper sheet,the screen of a video monitor of a computer system, an electronic board, a blackboard, etc., and the figures, type,size and distribution on the available surface may vary without affecting the main purpose of the information sys-tem. It is absolutely important to ensure that the necessary set of information items is available at the right point, tothe appropriate person, in the necessary time, whatever the means the company is using.Due to these reasons, the information items have been described in detail and grouped in information structures ofhigher level. These structures will constitute the content of a specific document, once it has been displayed in acertain way, in a specific form.This European Standard deals with the kind of documents and their specific content in detail. However, it does notstandardize the physical aspect either of the documents or of their contents. Therefore, for the purpose of thisstandard, the structures of information items are called documents, although they are, in fact, the information con-tents of those documents.4.2 Normative documentation for maintenanceThis European Standard lists and defines the whole set of documents and information items to be considered in theacquisition of any installation, equipment, system or subsystem in order to make it possible to organize its mainte-nance. When the asset is ordered from the supplier, those documents and information will have the considerationof an implicit or explicit part of the order. The supplier only shall issue those documents that are related to theservice or function which are expected to be covered by the supplied asset and are under the responsibility of thesupplier. These are declared indirectly in the features contracted between the supplier and the user of the asset.NOTE 1Not all the documents listed in clause 5 have to be present in the document set supplied with the physical item. Forinstance, “lubrication map” has no meaning related to a lubrication-free equipment. An other example: the supplier of the civilengineering work, in the erection of an industrial plant, normally has nothing to do with the "logic diagram".In any case, the supplier may provide more documents than listed in this standard, as additional information or byagreement with the client.In order to define the above mentioned documentation accurately, clause 5 gives a table containing the documen-tation profile. The table is structured in four columns.The column “Document name” contains the title given to each particular document.The column “Document description” contains a brief explanation of each document content, as a definition of it.SIST EN 13460:2004



EN 13460:2002 (E)7The column “Information items” contains the minimum set of elements of information to be included in each docu-ment. If each document is considered as a data structure in a database, the information items will be the differentfields.NOTE 2There is no requirement specified for the size of each information item, nor for the type of its literary content (alpha-betical, numerical, alphanumerically, etc.). This means that the information should meet the detailed needs of each user or sup-plier (for instance, it is not possible to standardize the codification, the units of capacity, the type of supplies required, etc.).In particular cases, some of the information items listed for a document should not be used because of their lack ofrelevance or the nature of the asset to which it is related. In those cases, the corresponding information item shouldbe completed with the expression "not relevant" or "not applicable", whichever is more suitable.The supplier and purchaser of an item may define, if required in the purchase agreement, the complete list ofdetailed information items, as well as the presentation format and media.SIST EN 13460:2004



EN 13460:2002 (E)85 Documents from the preparatory phaseDocument nameDocument descriptionInformation items5.1Technical dataManufacturer’s specification of the item.ManufacturerDate of manufactureModel/type/serial numberSizeWeightCapacityPower and service requirementsOther: referring physical nature, assemblydetails and operation data.5.2Operation manualTechnical instructions to reach a proper itemfunction performance according to its tech-nical specifications and safety conditions.Model/typeManual date (edition)Technical details of the itemFunctional description of the itemProcedures for:—commissioning / starting-up;—warming-up;—steady operation;—controlled shutdownOperation limitations/PrecautionsLaws and regulations to be abided to.5.3Maintenance manualTechnical instructions intended to preservean item in, or restore it to, a state in which itcan perform a required function.Model/typeManual date (edition)Technical details of the itemPreventive maintenance operations/actions:—inspections;—calibration/adjustment;—parts replacements;—lubricationProcedures for:—troubleshooting;—dismantling/assembly;—repair;—adjustmentCause and effect diagramsSpecial tools requiredSpare parts recommendationsSafety requirements (signals, dressing,power source control,.)5.4Components listComprenhensive list of items which consti-tute part of another one.Upper level item (heading)(Model/type/serial number)Item numberItem descriptionItem quantity.SIST EN 13460:2004



EN 13460:2002 (E)9Document nameDocument descriptionInformation items5.5ArrangementsDrawing showing replacement
componentslayout for an item.Drawing code and identificationDate (issue/revision)DimensionsEquipment components location andidentificationNecessary space for disassembly andmaintenanceRelevant information about connectiondetailsWhen necessary: lifting lugs, inspectionhatches, ladders,.5.6DetailDrawing with part list to ensure dismantling,repair and assembly of items.Code identifying the item which is detailedAssembly drawing showing parts positionsIdentification of each part of the drawing:—part number;—description;—number of units.Any other relevant information for assemblyand disassembly operations.5.7Lubrication mapDrawing showing position of each item lubri-cation point, with lubrication data and specifi-cations.Map code and identificationDate (issue/revision)Item identification (code and name)Lubrication point position (drawing)Lubrication point identificationLubrication point descriptionLubricant specificationsRouting, when necessary.5.8Single line diagramOverall power distribution diagram:—electrical;—pneumatic;—hydraulic.This kind of diagram includes switchboardcircuits.Diagram code and identificationDate (issue/revision)Power distribution units (generators, trans-formers, switch gears, rectifiers,.)End consumers (for high voltage switchgearsonly)Earthing lines for systems, equipment andcables (general earthing principles
will beincluded).5.9Logic diagramSystem control diagram to clarify the overallsystem logic.Diagram code and identificationDate (issue/revision)Logic functions (symbols, internetworkingand control flow)Modes of operation (e.g. starting, shutdown,alarm, trip functions).5.10Circuit diagramOverall feeder and control circuits diagram.Diagram code and identificationDate (issue/revision)All internal connections for control, alarms,protection, interlocks, trip functions, monitor-ing, .Settings of
timers, thermal overload andprotection relaysWire and cable numbersTerminal numbersComponent list for in line, control andprotection systemsSwitch gear/board location codeConsumer/supplier location codeTermination details and type of externalsignal (fire and gas trip signal,.)Power and current ratingReference drawings.SIST EN 13460:2004



EN 13460:2002 (E)10Document nameDocument descriptionInformation items5.11Pipe and instrumentdiagramOverall fluid conduction (air, steam, oil, fuel.), and control diagram.Diagram code and identificationDate (issue/revision)All internal connections for control, alarms,protection, interlocks, trip functions, monitor-ing, .Pipe numbersValves location codeTerminal numbersComponent list for in line control and protec-tion systemsConsumer/supplier location codeTermination details and type of external sig-nal (color, fire and gas trip signal,.)Pressure, flow and temperature ratingReference drawings.5.12LocationDrawing showing the position of all fielditems within the considered area.Drawing code and identificationDate (issue/revision)Area identification (code and name)Item identification and location codeItems drawings or symbols, without dimen-sional details.5.13LayoutDrawing showing all areas of a particularplant.Drawing code and identificationDate (issue/revision)Plant name (and code, when necessary)Areas: relative position, dimensions, namesand codes.5.14Test program reportCommissioning report which demonstratesthat an item is in compliance with specifica-tions.ManufacturerModel / type / serial numberDate of manufactureDate of commissioningWarranty period and conditionsFulfillment of the technical details:—size (when required);—weight(when required);—power and Service Requirements(inputs);—capacity/performance (output);—other: referring physical nature,assembly details and operation data.Name and signature of the end user of theitem, accepting previous data.5.15CertificatesSpecific safety and statutory regulations cer-tificates for items (lifting equipment, steamboilers, pressure vessels,.).ManufacturerModel/type/serial numberDate of manufactureSubject to be certifiedDate of certificateCertification body/office and signature/stamp.SIST EN 13460:2004



EN 13460:2002 (E)11Annex A(informative)Documents from the operational phaseDocument nameDocument descriptionInformation itemsA.1Document indexRelevant aspects concerning the issue ofeach maintenance document.Document numberDocument titleDocument originator (design, manufacturer,assembly line, operation, maintenance, etc.)Document format (paper, magnetic, elec-tronic, etc.)Revision data (date and level)Item location code (cross-reference).A.2Assets register(Also known as:"Equipment basicdata")Item basic information coming from either thepreparatory or the operational phase. Thisinformation is related to technical, contrac-tual, administrative, locational and opera-tionalaspects of an item, in order to define it withinthe company.Location code (sometimes production ori-ented location code is required separately)Item nameAcquisition price of the itemManufacturerModel/type/serial numberDate of manufactureDate of installationWarranty periodAccounting number for cost chargingResponsible maintenance departmentStandard estimated maintenance time(preventive and corrective)Family (in case of comparisons among simi-lar items)Opportunity cost/production loss costBasic item maintenance data:—Direct Maintenance Cost—Lost Production Cost—MTBF,MTTR,.—availability and use—criticalityOther: cross-references to technical docu-mentation, spare-part list,.A.3Item history recordof maintenanceoperationsList of work orders of a particular item.The list will be for a given period of time.Item code and nameD
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