EN 61069-8:2016

SLOVENSKI STANDARD
01-marec-2017
1DGRPHãþD
SIST EN 61069-8:2001
Meritve, krmiljenje in avtomatizacija v industrijskih procesih - Ocenjevanje
lastnosti sistema zaradi njegovega vrednotenja - 8. del: Vrednotenje drugih
lastnosti sistema (IEC 61069-8:2016)
Industrial-process measurement, control and automation - Evaluation of system
properties for the purpose of system assessment - Part 8: Assessment of other system
properties (IEC 61069-8:2016)
Leittechnik für industrielle Prozesse - Ermittlung der Systemeigenschaften zum Zweck
der Eignungsbeurteilung eines Systems - Teil 8: Auswertung anderer
Systemeigenschaften (IEC 61069-8:2016)
Mesure, commande et automation dans les processus industriels - Appréciation des
propriétés d'un sytème en vue de son évaluation - Partie 8: Evaluation des autres
propriétés d'un système (IEC 61069-8:2016)
Ta slovenski standard je istoveten z: EN 61069-8:2016
ICS:
25.040.40 Merjenje in krmiljenje Industrial process
industrijskih postopkov measurement and control
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.

EUROPEAN STANDARD EN 61069-8
NORME EUROPÉENNE
EUROPÄISCHE NORM
September 2016
ICS 25.040.40 Supersedes EN 61069-8:1999
English Version
Industrial-process measurement, control and automation -
Evaluation of system properties for the purpose of system
assessment - Part 8: Assessment of other system properties
(IEC 61069-8:2016)
Mesure, commande et automation dans les processus Leittechnik für industrielle Prozesse - Ermittlung der
industriels - Appréciation des propriétés d'un sytème en vue Systemeigenschaften zum Zweck der Eignungsbeurteilung
de son évaluation - Partie 8: Evaluation des autres eines Systems - Teil 8: Auswertung anderer
propriétés d'un système Systemeigenschaften
(IEC 61069-8:2016) (IEC 61069-8:2016)
This European Standard was approved by CENELEC on 2016-07-20. 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, Former Yugoslav Republic of Macedonia, France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia,
Lithuania, Luxembourg, Malta, the Netherlands, Norway, Poland, Portugal, Romania, 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: Avenue Marnix 17, B-1000 Brussels
© 2016 CENELEC All rights of exploitation in any form and by any means reserved worldwide for CENELEC Members.
Ref. No. EN 61069-8:2016 E
European foreword
The text of document 65A/796/FDIS, future edition 2 of IEC 61069-8, prepared by SC 65A "System
aspects", of IEC/TC 65 "Industrial-process measurement, control and automation" was submitted to
the IEC-CENELEC parallel vote and approved by CENELEC as EN 61069-8:2016.
The following dates are fixed:
(dop) 2017-04-20
• latest date by which the document has to be implemented at
national level by publication of an identical national
standard or by endorsement
(dow) 2019-07-20
• latest date by which the national standards conflicting with
the document have to be withdrawn

This document supersedes EN 61069-8:1999.
Attention is drawn to the possibility that some of the elements of this document may be the subject of
patent rights. CENELEC [and/or CEN] shall not be held responsible for identifying any or all such
patent rights.
Endorsement notice
The text of the International Standard IEC 61069-8:2016 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 60300-2 NOTE Harmonized as EN 60300-2.
1)
IEC 61069-3:2016 NOTE Harmonized as EN 61069-3:201X (not modified).
1)
IEC 61069-4:2016 NOTE Harmonized as EN 61069-4:201X (not modified).
IEC 61069-5:2016 NOTE Harmonized as EN 61069-5:2016 (not modified).
IEC 61069-6:2016 NOTE Harmonized as EN 61069-6:2016 (not modified).
IEC 61069-7:2016 NOTE Harmonized as EN 61069-7:2016 (not modified).

1) To be published.
IEC 61082-1 NOTE Harmonized as EN 61082-1.
2)
IEC 61082-2 NOTE Harmonized as EN 61082-2.
2)
IEC 61082-3 NOTE Harmonized as EN 61082-3.
2)
IEC 61082-4 NOTE Harmonized as EN 61082-4.
IEC 61187 NOTE Harmonized as EN 61187.
3)
IEC 61346-1 NOTE Harmonized as EN 61346-1.
3)
IEC 61346-2 NOTE Harmonized as EN 61346-2.
IEC 61355 NOTE Harmonized in EN 61355 series.
IEC 61508 NOTE Harmonized in EN 61508 series.
IEC/TS 62603-1 NOTE Harmonized as CLC/TS 62603-1.
ISO 19011 NOTE Harmonized as EN ISO 19011.
ISO 9000 NOTE Harmonized as EN ISO 9000.
ISO 9001 NOTE Harmonized as EN ISO 9001.

2) Superseded by IEC 61082-1:2006, Preparation of documents used in electrotechnology - Part 1: Rules,
harmonized as EN 61082-1:2006.
3) Superseded by IEC 81346-1:2009, Industrial systems, installations and equipment and industrial products -
Structuring principles and reference designations – Part 1: Basic rules, harmonized as EN 81346-1:2009.
Annex ZA
(normative)
Normative references to international publications
with their corresponding European publications
The following documents, in whole or in part, are normatively referenced in this document and are
indispensable for its application. 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
4)
IEC 61069-1 2016 Industrial-process measurement, control EN 61069-1 201X
and automation - Evaluation of system
properties for the purpose of system
assessment -
Part 1: Terminology and basic concepts
4)
IEC 61069-2 2016 Industrial-process measurement, control EN 61069-2 201X
and automation - Evaluation of system
properties for the purpose of system
assessment -
Part 2: Assessment methodology

4) To be published.
IEC 61069-8 ®
Edition 2.0 2016-06
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
inside
Industrial-process measurement, control and automation – Evaluation of system

properties for the purpose of system assessment –

Part 8: Assessment of other system properties

Mesure, commande et automation dans les processus industriels – Appréciation

des propriétés d'un système en vue de son évaluation –

Partie 8: Évaluation des autres propriétés d'un système

INTERNATIONAL
ELECTROTECHNICAL
COMMISSION
COMMISSION
ELECTROTECHNIQUE
INTERNATIONALE
ICS 25.040.40 ISBN 978-2-8322-3451-8

– 2 – IEC 61069-8:2016 © IEC 2016
CONTENTS
FOREWORD . 5
INTRODUCTION . 7
1 Scope . 9
2 Normative references. 9
3 Terms, definitions, abbreviated terms, acronyms, conventions and symbols . 9
3.1 Terms and definitions . 9
3.2 Abbreviated terms, acronyms, conventions and symbols . 9
4 Basis of assessment specific to other system properties . 9
4.1 Other system properties . 9
4.1.1 General . 9
4.1.2 Quality assurance . 10
4.1.3 System support . 11
4.1.4 Compatibility . 13
4.1.5 Physical properties . 13
4.2 Factors influencing OSP . 13
5 Assessment method . 14
5.1 General . 14
5.2 Defining the objective of the assessment . 14
5.3 Design and layout of the assessment . 14
5.4 Planning the assessment program . 14
5.5 Execution of the assessment . 14
5.6 Reporting of the assessment . 14
6 Evaluation techniques . 15
6.1 General . 15
6.2 Analytical evaluation techniques . 15
6.2.1 Evaluation of quality assurance . 15
6.2.2 Evaluation of systems support . 15
6.2.3 Evaluation of compatibility . 15
6.2.4 Evaluation of physical properties . 16
6.3 Empirical evaluation techniques. 16
6.3.1 Evaluation of systems support . 16
6.3.2 Evaluation of compatibility . 16
6.4 Additional topics for evaluation techniques . 16
Annex A (informative) Checklist and/or example of SRD for system functionality . 17
A.1 SRD information . 17
A.2 System support . 17
A.3 Quality assurance . 17
Annex B (informative) Check list and/or example of SSD for system functionality . 18
B.1 SSD information . 18
B.2 Check points for other aspects . 18
Annex C (informative) Assessment of non-task-related system properties, sample
system specification information from IEC TS 62603-1 . 19
C.1 Overview. 19
C.2 Non-task-related system properties . 19
C.2.1 Technical and commercial support . 19

IEC 61069-8:2016 © IEC 2016 – 3 –
C.2.2 Training of the personnel . 19
C.2.3 Technical support for operation . 19
C.2.4 Warranty . 20
C.2.5 References of the vendor . 20
C.3 System support . 21
C.3.1 Automatic documentation . 21
C.3.2 On-line documentation . 21
Annex D (informative) Subjects to be considered on type of training required for the
mission . 22
D.1 General . 22
D.2 Enabling factors . 22
D.2.1 General . 22
D.2.2 Knowledge . 22
D.2.3 Attitude . 23
D.3 Skills . 23
D.3.1 General . 23
D.3.2 Technical skills . 23
D.3.3 Skill to make decisions . 24
D.3.4 Skill to communicate effectively . 24
D.4 Overview of training items . 24
Annex E (informative) Evaluation indicators to assess quality assurance . 27
E.1 Company . 27
E.2 Technologies . 28
E.3 Processes . 29
E.4 Products . 30
E.5 Deliveries . 31
Annex F (informative) Evaluation matrix to assess compatibility . 33
Bibliography . 34

Figure 1 – General layout of IEC 61069 . 8
Figure 2 – Other system properties . 10

Table D.1 – Training items . 24
Table E.1 – Company profile . 27
Table E.2 – Management . 27
Table E.3 – Quality management system (QM) . 27
Table E.4 – Co-operation and service (overall assessment) . 28
Table E.5 – Product strategy . 28
Table E.6 – Production . 28
Table E.7 – Development . 28
Table E.8 – Co-operation . 29
Table E.9 – Process documentation . 29
Table E.10 – Process control . 29
Table E.11 – Environmental compatibility . 29
Table E.12 – Co-operation . 30
Table E.13 – Delivery quality . 30

– 4 – IEC 61069-8:2016 © IEC 2016
Table E.14 – Reliability . 30
Table E.15 – Processing of complaints . 30
Table E.16 – Co-operation . 31
Table E.17 – Delivery logistics . 31
Table E.18 – Transport systems . 31
Table E.19 – Cost management . 32
Table E.20 – Co-operation . 32
Table F.1 – Evaluation matrix to assess compatibility . 33

IEC 61069-8:2016 © IEC 2016 – 5 –
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________
INDUSTRIAL-PROCESS MEASUREMENT, CONTROL AND AUTOMATION –
EVALUATION OF SYSTEM PROPERTIES FOR
THE PURPOSE OF SYSTEM ASSESSMENT –

Part 8: Assessment of other system properties

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 to technical committees; any IEC National Committee interested
in the subject dealt with may participate in this preparatory work. International, governmental and non-
governmental organizations liaising with the IEC also participate in this preparation. IEC collaborates closely
with the International Organization for Standardization (ISO) in accordance with conditions determined by
agreement between the two organizations.
2) The formal decisions or agreements of IEC on technical matters express, as nearly as possible, an international
consensus of opinion on the relevant subjects since each technical committee has representation from all
interested IEC National Committees.
3) IEC Publications have the form of recommendations for international use and are accepted by IEC National
Committees in that sense. While all reasonable efforts are made to ensure that the technical content of IEC
Publications is accurate, IEC cannot be held responsible for the way in which they are used or for any
misinterpretation by any end user.
4) In order to promote international uniformity, IEC National Committees undertake to apply IEC Publications
transparently to the maximum extent possible in their national and regional publications. Any divergence
between any IEC Publication and the corresponding national or regional publication shall be clearly indicated in
the latter.
5) IEC itself does not provide any attestation of conformity. Independent certification bodies provide conformity
assessment services and, in some areas, access to IEC marks of conformity. IEC is not responsible for any
services carried out by independent certification bodies.
6) All users should ensure that they have the latest edition of this publication.
7) No liability shall attach to IEC or its directors, employees, servants or agents including individual experts and
members of its technical committees and IEC National Committees for any personal injury, property damage or
other damage of any nature whatsoever, whether direct or indirect, or for costs (including legal fees) and
expenses arising out of the publication, use of, or reliance upon, this IEC Publication or any other IEC
Publications.
8) Attention is drawn to the Normative references cited in this publication. Use of the referenced publications is
indispensable for the correct application of this publication.
9) Attention is drawn to the possibility that some of the elements of this IEC Publication may be the subject of
patent rights. IEC shall not be held responsible for identifying any or all such patent rights.
International Standard IEC 61069-8 has been prepared by subcommittee 65A: System
aspects, of IEC technical committee 65: Industrial-process measurement, control and
automation.
This second edition cancels and replaces the first edition published in 1999. This edition
constitutes a technical revision.
This edition includes the following significant technical changes with respect to the previous
edition:
a) reorganization of the material of IEC 61069-8:1999 to make the overall set of standards
more organized and consistent;
b) IEC TS 62603-1 has been incorporated into this edition.

– 6 – IEC 61069-8:2016 © IEC 2016
The text of this standard is based on the following documents:
FDIS Report on voting
65A/796/FDIS 65A/806/RVD
Full information on the voting for the approval of this standard can be found in the report on
voting indicated in the above table.
This publication has been drafted in accordance with the ISO/IEC Directives, Part 2.
A list of all parts in the IEC 61069 series, published under the general title Industrial-process
measurement, control and automation – Evaluation of system properties for the purpose of
system assessment, can be found on the IEC website.
The committee has decided that the contents of this publication will remain unchanged until
the stability date indicated on the IEC web site under "http://webstore.iec.ch" in the data
related to the specific publication. At this date, the publication will be
• reconfirmed,
• withdrawn,
• replaced by a revised edition, or
• amended.
IMPORTANT – The 'colour inside' logo on the cover page of this publication indicates
that it contains colours which are considered to be useful for the correct
understanding of its contents. Users should therefore print this document using a
colour printer.
IEC 61069-8:2016 © IEC 2016 – 7 –
INTRODUCTION
IEC 61069 deals with the method which should be used to assess system properties of a
basic control system (BCS). IEC 61069 consists of the following parts.
Part 1: Terminology and basic concepts
Part 2: Assessment methodology
Part 3: Assessment of system functionality
Part 4: Assessment of system performance
Part 5: Assessment of system dependability
Part 6: Assessment of system operability
Part 7: Assessment of system safety
Part 8: Assessment of other system properties
Assessment of a system is the judgement, based on evidence, of the suitability of the system
for a specific mission or class of missions.
To obtain total evidence would require complete evaluation (for example under all influencing
factors) of all system properties relevant to the specific mission or class of missions.
Since this is rarely practical, the rationale on which an assessment of a system should be
based is:
– the identification of the importance of each of the relevant system properties,
– the planning for evaluation of the relevant system properties with a cost-effective
dedication of effort to the various system properties.
In conducting an assessment of a system, it is crucial to bear in mind the need to gain a
maximum increase in confidence in the suitability of a system within practical cost and time
constraints.
An assessment can only be carried out if a mission has been stated (or given), or if any
mission can be hypothesized. In the absence of a mission, no assessment can be made;
however, evaluations can still be specified and carried out for use in assessments performed
by others. In such cases, IEC 61069 can be used as a guide for planning an evaluation and it
provides methods for performing evaluations, since evaluations are an integral part of
assessment.
In preparing the assessment, it can be discovered that the definition of the system is too
narrow. For example, a facility with two or more revisions of the control systems sharing
resources, for example a network, should consider issues of co-existence and inter-operability.
In this case, the system to be investigated should not be limited to the “new” BCS; it should
include both. That is, it should change the boundaries of the system to include enough of the
other system to address these concerns.
The series structure and the relationship among the parts of IEC 61069 are shown in Figure 1.

– 8 – IEC 61069-8:2016 © IEC 2016

IEC 61069: Industrial-process measurement, control and automation –
Evaluation of system properties for the purpose of system assessment
Part 1: Terminology and basic concepts
• Basic concept
• Terminology ‐ Objective
‐ Common terms ‐ Description of system
‐ Terms for particular part
‐ System properties
‐ Influencing factors
Part 2: Assessment methodology
• Generic requirements of procedure of assessment
‐ Overview, approach and phases
‐ Requirements for each phase
‐ General description of evaluation techniques
Parts 3 to 8: Assessment of each system property
• Basics of assessment specific to each property
‐ Properties and influencing factors
• Assessment method for each property
• Evaluation techniques for each property

IEC
Figure 1 – General layout of IEC 61069
Some example assessment items are integrated in Annex C.

IEC 61069-8:2016 © IEC 2016 – 9 –
INDUSTRIAL-PROCESS MEASUREMENT, CONTROL AND AUTOMATION –
EVALUATION OF SYSTEM PROPERTIES FOR
THE PURPOSE OF SYSTEM ASSESSMENT –

Part 8: Assessment of other system properties

1 Scope
This part of IEC 61069:
– specifies the detailed method of the assessment of other system properties of a basic
control system (BCS) based on the basic concepts of IEC 61069-1 and methodology of
IEC 61069-2,
– defines basic categorization of other system properties,
– describes the factors that influence other system properties and which need to be taken
into account when evaluating other system properties, and
– provides guidance in selecting techniques from a set of options (with references) for
evaluating the other system properties.
2 Normative references
The following documents, in whole or in part, are normatively referenced in this document and
are indispensable for its application. For dated references, only the edition cited applies. For
undated references, the latest edition of the referenced document (including any
amendments) applies.
IEC 61069-1:2016, Industrial-process measurement, control and automation – Evaluation of
system properties for the purpose of system assessment – Part 1: Terminology and basic
concepts
IEC 61069-2:2016, Industrial-process measurement, control and automation – Evaluation of
system properties for the purpose of system assessment – Part 2: Assessment methodology
3 Terms, definitions, abbreviated terms, acronyms, conventions and symbols
3.1 Terms and definitions
For the purposes of this document, the terms and definitions given in IEC 61069-1 apply.
3.2 Abbreviated terms, acronyms, conventions and symbols
For the purposes of this document, the abbreviated terms, acronyms, conventions and
symbols given in IEC 61069-1 apply.
4 Basis of assessment specific to other system properties
4.1 Other system properties
4.1.1 General
Those properties which are not already addressed in IEC 61069-3 to IEC 61069-7 are
classified under the category of "other system properties” (OSP).

– 10 – IEC 61069-8:2016 © IEC 2016
These are properties covering multiple areas or may not be directly related to any task or
function.
Nevertheless, this category of OSP is of importance for the effective use of a system to
accomplish its mission, during the installation, operational, decommissioning and disposal
phases of its life cycle.
OSP are categorized as shown in Figure 2.
Other system properties
Quality assurance System support Compatibility Physical
IEC
Figure 2 – Other system properties
OSP cannot be assessed directly and cannot be described by a single property. OSP can only
be determined by analysis and testing of each of its properties individually.
The ability to list characteristics under OSP allows elaboration of these properties, if so
required.
4.1.2 Quality assurance
BCSs are in practice developed, designed, engineered and configured using modules and
elements, which can be of a single manufacturer, or be obtained from multiple parties.
Assuming the system properties as described in IEC 61069, the BCS is expected to be able to
carry out its required tasks.
This capability is expected throughout the BCS’ entire life cycle.
It is critical that methods are utilized in creating the system to ensure its overall quality.
As such, a robust quality assurance program is expected to be utilized to create and maintain
the BCS throughout its entire life cycle.
Given that multiple parties can be involved in the creation of a BCS, the one or those multiple
quality assurance program(s) shall be evaluated.
Guidance on the points that should be addressed in a quality assurance manual is given in
the ISO 9000 series on quality management and in quality assurance standards, ISO 9001
and Annex B. Guidance on product reliability can be found in IEC 60300-2.
Software can be an integral part of BCS.
NOTE Guidance on the activities involving software is given in ISO/IEC 12207 and ISO/IEC 9126.
Particular attention should be paid to the operation of the document change control system to
guarantee consistency between all versions of the hardware, software, and the system
supporting documentation.
IEC 61069-8:2016 © IEC 2016 – 11 –
It is crucial that the overall quality assurance system includes specific measures to integrate
the change control systems of the different manufacturers responsible for the correct working
of the system throughout its life cycle.
4.1.3 System support
4.1.3.1 General
System support is required throughout all phases of the life cycle of a BCS.
The objectives of system support are to increase the user’s confidence in the system, to
ensure that the system is taken care of and to ensure that it provides the quality of
achievement of which the system is capable.
For each of the phases in the system life cycle the following system support aspects are of
importance:
– technical services;
– maintenance;
– documentation;
– training.
Circumstances can dictate how and by whom the system support is to be provided.
4.1.3.2 Technical services
The technical services can include:
– information services, for example specifications, updates, new products or concepts,
application guidelines;
– design and engineering services;
– commissioning services, for example installation, check-out, start-up, etc.
The importance of these technical services will vary from one system life cycle phase to
another.
4.1.3.3 Maintenance services
Maintenance services can include:
– field maintenance (e.g. software upgrade, firmware upgrade, hardware upgrade),
– remote maintenance (e.g. diagnostics, monitoring, software repair/upgrade),
– product obsolescence,
– spare parts, etc.
The importance of these maintenance services will vary from one system life cycle phase to
another.
4.1.3.4 Documentation
Documentation can include:
– specifications, for example functional specifications, interface specifications, performance
specifications;
– reliability specifications;
– instructions, for example installation instructions, operation instructions, maintenance
instructions;
– 12 – IEC 61069-8:2016 © IEC 2016
– guides, for example application notes;
– descriptions, for example a detailed account on how the total system performs its tasks,
etc.
The documentation can be provided via different media, e.g. paper, disks, and network. The
level of details required and the method used to present data depends upon the needs of the
different groups of readers using the system in its various life cycle phases.
The SRD may also include specific requirements for electronic documentation formats, and
system database formats. Compliance with those requirements then forms part of the overall
assessment.
IEC 60300-3-10 provides guidance on maintenance support.
The IEC 61082 gives general information on documentation used in electrotechnology.
The IEC 61346 provides rules and guidance for the unambiguous reference designations for
objects in any system for the purpose of correlating information about an object among
different kinds of documents and the products implementing the system.
IEC 61506 gives information on documentation of application software.
4.1.3.5 Training
Specific training is important for all persons who are required to perform tasks to fulfil the
mission to enable them to efficiently use the system, as indicated in IEC 61069-6:2016, 4.1.
The objective of training is to ensure that personnel have the necessary knowledge and skill
to fulfil their task as part of the whole system mission. To be effective, training should meet
both the organizational and individual needs.
Training programs should cover all skills and knowledge necessary to fulfil the tasks to be
accomplished at each phase of the life cycle.
Guidance on the different aspects is given in Annex D.
The skill and knowledge requirements should at least cover:
– installation;
– configuration;
– correctness verification;
– operation;
– maintenance of the system.
Training can be provided through, for example:
– tutor training: conducted by the trainer;
– self training: conducted by the trainee;
– on-the-job training: dictated by the task(s).
These training methods can be combined with, for example, training simulators or automated
tutorials.
IEC 61069-8:2016 © IEC 2016 – 13 –
4.1.4 Compatibility
Compatibility is a system property which supports the interaction within the system (internal
compatibility) and the system interaction with external systems (external compatibility).
Compatibility is provided through the use of defined interfaces designed following strict rules
and protocols. These are laid down in, for example:
– international and national standards;
– de facto standards, for example TCP/IP, or other widely used industrial standards; and
– proprietary standards (these can be published or unpublished), etc.
Compatibility provides:
– exchange of elements and modules of different suppliers;
– interoperability between different systems;
– support of migration path as technology advances.
NOTE Although compatibility is provided, it can however require additional steps to be taken to provide the
required support, for example adaptation to a new operating system.
Compatibility can exist at different levels in the system hierarchy or area, such as:
– communication links;
– between software modules;
– between hardware components;
– at the man-machine interface;
– at the system electronic documentation format and database formats.
This can cover compatibility of simple hardware plugs up to total systems.
4.1.5 Physical properties
The physical properties of a system should be considered in relation to the constraints which
are imposed by the circumstances of the application. The physical properties to be considered
include:
– weight;
– size (and access space required for maintenance);
– vibration;
– power consumption (for example air, hydraulic and/or electricity supply);
– heat dissipation;
– emissions (for example light, noise, UV, IR or any other electromagnetic radiation).
Some of these properties can also have system safety implications, which are dealt with in
IEC 61069-7.
4.2 Factors influencing OSP
The OSP of a system can be affected by the influencing factors listed in IEC 61069-1:2016,
5.3.
For each of the properties listed in 4.1, the primary influencing factors are as follows:
– No additional items for this property.

– 14 – IEC 61069-8:2016 © IEC 2016
5 Assessment method
5.1 General
The assessment shall follow the method laid down in IEC 61069-2:2016, Clause 5.
5.2 Defining the objective of the assessment
Defining the objective of the assessment shall follow the method as laid down IEC 61069-
2:2016, 5.2.
5.3 Design and layout of the assessment
Design and layout of the assessment shall follow the method as laid down in IEC 61069-
2:2016, 5.3.
Defining the scope of assessment shall follow the method laid down in IEC 61069-2:2016,
5.3.1.
Collation of documented information shall be conducted in accordance with IEC 61069-2:2016,
5.3.3.
The statements compiled in accordance with IEC 61069-2:2016, 5.3.3 should include the
following in addition to the items listed in IEC 61069-2:2016, 5.3.3:
– No additional items for this property.
Documenting collated information shall follow the method in IEC 61069-2:2016, 5.3.4.
Selecting assessment items shall follow IEC 61069-2:2016, 5.3.5.
Assessment specification should be developed in accordance with IEC 61069-2:2016, 5.3.6.
Comparison of the SRD and the SSD shall follow IEC 61069-2:2016, 5.3.
NOTE 1 A checklist of SRD for system dependability is provided in Annex A.
NOTE 2 A checklist of SSD for system dependability is provided in Annex B.
5.4 Planning the assessment program
Planning the assessment program shall follow the method as laid down in IEC 61069-2:2016,
5.4.
Assessment activities shall be developed in accordance with IEC 61069-2:2016, 5.4.2.
The final assessment program should specify points specified in IEC 61069-2:2016, 5.4.3.
5.5 Execution of the assessment
The execution of the assessment should be in accordance with IEC 61069-2:2016, 5.5.
5.6 Reporting of the assessment
The reporting of the assessment shall be in accordance with IEC 61069-2:2016, 5.6.
The report shall include information specified in IEC 61069-2:2016, 5.6. Additionally, the
assessment report should address the following points:

IEC 61069-8:2016 © IEC 2016 – 15 –
– No additional items are noted.
6 Evaluation techniques
6.1 General
Within this standard, several evaluation techniques are suggested. Other methods may be
applied but, in all cases, the assessment report should provide references to documents
describing the techniques used.
Those evaluation techniques are categorized as described in IEC 61069-2:2016, Clause 6.
Factors influencing OSP of the system as per 4.2 shall be taken into account.
The techniques given in 6.2, 6.3 and 6.4 are recommended to assess OSP.
NOTE An example of a list of assessment items is provided in Annex C.
6.2 Analytical evaluation techniques
6.2.1 Evaluation of quality assurance
The evaluation of quality assurance (QA) can be achieved analytically by the execution of a
quality audit.
A quality audit basically checks:
– the completeness of the quality assurance manual;
– the measures taken to ensure quality;
– the results of these measures, noted during the life cycle of the system;
– existence of an agreement between the supplier and user on the quality assurance system
to be used.
ISO 19011 gives guidance on the execution of audits, gives the criteria of quality auditors and
gives guidance on the management of audits. Important properties are:
– the existence of a certified QA system of the supplier;
– the assignment of a quality manager for the evaluated system, etc.
Annex E gives an example of the system properties to be taken into account when assessing
the quality assurance of a BCS.
6.2.2 Evaluation of systems support
The evaluation of system support can be achieved analytically by direct comparison of the
SRD and SSD in accordance with Clause 5.
Especially for system support, increased confidence can be obtained through former
experiences with the supplier concerning similar activities.
6.2.3 Evaluation of compatibility
The evaluation of compatibility can be achieved analytically by regarding
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