IEC/IEEE 82079-1:2019

IEC/IEEE 82079-1
Edition 2.0 2019-05
INTERNATIONAL
STANDARD
NORME
INTERNATIONALE
colour
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

IEC/IEEE 82079-1:2019-05(en-fr)

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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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– 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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IEC/IEEE 82079-1:2019 – 3 –
© IEC/IEEE 2019
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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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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© IEC/IEEE 2019
INTERNATIONAL ELECTROTECHNICAL COMMISSION
____________

PREPARATION OF INFORMATION FOR USE
(INSTRUCTIONS FOR USE) OF PRODUCTS –

Part 1: Principles and general requirements

FOREWORD
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