Machine instructions notice: audit it on 42 criteria drawn from ISO 20607

Q: What does the trial contain, what does the full version contain?

The trial provides the score, the score per chapter, and details of the top 5 differences. According to its report, the full version adds the details of all the differences, the report on the 42 criteria, a prioritized action plan, and export in Word and PDF.

42 weighted criteria · The 5 priority differences detailed, with a proposed correction · Free trial, open access

Submit your report (PDF or DOCX, maximum 20 MB), then click on «Start the audit». The report arrives within about a minute.

The score and the verdict are an automatic reading of your entry on our grid. They tell you where to look. It is your design office that judges, and you, the manufacturer, are responsible for the entry.

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Optima Doc AuditorFree trial

Why a machine manual is so poorly read against the standard

Your notice is written.

Before she left with the machine, See what she leaves out.

What you get with the trial

A score of 100 out of 100, weighted according to the severity of the discrepancies.

The number of discrepancies detected out of the 42 criteria.

The 5 most important ones, in detail The number of the criterion, its criticality, its status, the relevant paragraph of ISO 20607:2019, the passage of your notice that is causing the problem, and the proposed correction.

A score per chapter of the standard, From §4 to §10, with the number of deviations for each: you can immediately see the chapter to be reviewed first.

Optima Doc AuditorInstant audit of machine data

Critical deviations Weighted score on 100 (criticism ×3, important ×2, minor ×1)

31 discrepancies identified out of 42 criteria — overview of the 5 most prioritized

#1 · C4.3 · Criticism

Bad practices reasonably foreseeable

« The machine is intended for folding sheets of metal.»

Correction: describe the foreseeable misuse and its consequences.

#2 · C4.1 · Criticism

Identification of the manufacturer

« Exemple Industrie SAS» — address and contact details missing.

Correction: add the full address of the manufacturer and, if applicable, of its representative.

#3 · C9.2 · Criticism

Driving instructions in case of a blockage

« In case of a problem, contact the after-sales service.»

Correction: describe the procedure for unlocking in a safe manner.

General information35/100

Description and operation38/100

Transport and handling30/100

Installation and commissioning12/100

Use20/100

Maintenance39/100

Report ready · summary of the trial

Audit another noticeSwitch to the full version

Fictitious example, based on an invented note: the report produced by the experiment.

What the full version adds

The trial details the 5 most priority differences. Its report announces what the full version adds:

the details of all the discrepancies identified, and the full report on the 42 criteria;

a prioritized action plan;

export the report in Word and PDF.

For whom: design studios and documentation managers

You design the machines.

In a manufacturer’s design office, you want to know what the instructions leave out before it is put on the market.

You write the technical documentation.

As a documentation manager for a manufacturer, you want a spreadsheet that doesn’t change from one notice to the next, and a way to show what a new version has corrected.

You buy a machine.

You can also use the information provided by the manufacturer in the test to find out what questions to ask them.

What Optima Doc Auditor does not do

It does not check that the manual corresponds to your machine: it reads what is written, it does not see the machine.

It does not replace your own review: it tells you where to apply it.

He does not rewrite the instruction manual: he proposes a correction for each discrepancy, and it is up to you to apply it.

What happens to the notice you file?

« Data hosted in France ».

It is limited to 10 audits per hour and per IP address.

Frequently asked questions about the audit of a notice and ISO 20607

What is EN ISO 20607?

According to its summary on iso.org, the standard that «specifies requirements for the machine manufacturer regarding the preparation of the safety-related parts of the machine’s instruction manual.» Optima Doc Auditor is based on its 2019 edition, of which we have extracted 42 criteria: its status, its new edition, and what it covers are detailed in our article. « EN ISO 20607: What the standard says about the machine instruction manual ».

How to check the machine's instruction manual?

Manually, by reviewing it against point 1.7.4 and against EN ISO 20607, noting for each the passage that meets it or its absence. With Optima Doc Auditor, you submit the notice and obtain this report on 42 criteria, with a score per chapter: your review starts from the discrepancies instead of starting from the first page.

Is the score a certification?

No. It is an automatic reading of your specifications on our 42-criteria grid. No certification, no opinion from a notified body: it indicates where to look. The compliance of the specifications is judged by a review by your engineering department, and the manufacturer is responsible for it.

What does the trial contain, what does the full version contain?

The trial provides the score, the score per chapter, and the details of the 5 most prioritized differences. According to its report, the full version adds the details of all the differences, the report on the 42 criteria, a prioritized action plan, and export in Word and PDF.

What happens to the notice I submit?

« Data hosted in France (OVH Cloud)».

Our other free tools for machine documentation

Is your notice to be rewritten? Optima Doc Creation drafts a first draft based on your functional analysis and your risk analysis.

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Do your operators need a page that is readable at the post? Optima Job has drawn up a safety report at the workplace.

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To go further

Our articles to check a user manual and understand EN ISO 20607.

EN ISO 20607: What the standard says about the machine instruction sheet

EN ISO 20607 sets requirements for the manufacturer regarding the preparation of the parts of the instruction manual related to:

Do you want the complete audit of your brochure, covering the 42 criteria?