Handover
Operation and Maintenance Manual
O&MThe O&M manual is the only project document read by people who were not on the project. That changes how it must be written: no assumed context, no internal abbreviations, and fault finding organised by symptom rather than by subsystem, because a symptom is what the reader has.
Do you need this one?
Every delivered system.
What is in it
- 01Safety information
- 02System description
- 03Operating instructions
- 04Alarm response guide
- 05Fault finding by symptom
- 06Routine maintenance
- 07Parts and consumables
Written by
Project engineer
Approved by
Client operations
Written against
- IEC 60204-1 clause 17 for information requirements
Preview
# Operation and Maintenance Manual
## {{PROJECT_NAME}}
| | |
|---|---|
| **Document title** | Operation and Maintenance Manual (O&M) |
| **Document number** | {{DOC_NO}} |
| **Revision** | {{REV}} |
| **Date** | {{DATE}} |
| **Project** | {{PROJECT_NAME}} |
| **Client** | {{CLIENT}} |
| **Prepared by** | {{AUTHOR}}, {{COMPANY}} |
### Revision history
| Rev | Date | Description | Author | Approved |
|---|---|---|---|---|
| 0 | {{DATE}} | First issue | {{AUTHOR}} | |
| | | | | |
### Approval
| Role | Name | Signature | Date |
|---|---|---|---|
| Author | {{AUTHOR}} | | |
| Reviewer (engineering) | | | |
| Approver ({{COMPANY}}) | | | |
| Approver ({{CLIENT}}) | | | |
---
## 1. Safety information
**Read this section before operating or working on the system.**
### 1.1 Residual risks
| Risk | Where | Precaution |
|---|---|---|
| | | |
### 1.2 Isolation
[How to isolate the system safely, including every energy source: electrical, pneumatic,
hydraulic, gravity and stored energy. List them all. The one that is forgotten is the one that
causes the injury.]
| Energy source | Isolation point | Method | Verification |
|---|---|---|---|
| Electrical, 400 V | [Isolator ref] | Lock off | Prove dead |
| Control, 24 V | | | |
| Compressed air | | | Vent and verify zero |
| Stored, [e.g. raised load] | | | |
### 1.3 Personal protective equipment
[What is required, and where.]
---
## 2. System description
[Plain language. What the system does, what the main parts are, and how they relate. A diagram
belongs here. Assume the reader has never seen the machine.]
---
## 3. Operating instructions
### 3.1 Before starting
| # | Check |
|---|---|
| 1 | [Check] |
### 3.2 Starting
1. [Step, with what to expect on the screen]
### 3.3 Normal running
[What the operator watches. What normal looks like, with numbers.]
### 3.4 Stopping
1. [Step]
### 3.5 Emergency stop and recovery
1. [What to do]
2. [How to make safe]
3. [How to reset, and what must be true first]
---
## 4. Alarm response guide
Ordered by the alarm message the operator sees, because that is what they are holding.
| Alarm message | What it means | What to do | If it persists |
|---|---|---|---|
| Feed tank level high high | Level above 95%, feed stopped automatically | Check the outfeed route is clear, then reset | Call maintenance, do not bypass |
| Valve failed to open | No open confirmation within 10 seconds | Check air supply pressure and the limit switch | Call maintenance |
---
## 5. Fault finding
By symptom. The reader knows what they can see, not which subsystem is at fault.
### 5.1 The machine will not start
| Check | How | If not right |
|---|---|---|
| Is an E-stop pressed? | Check all stations, look for the latched button | Release, twist to reset, then press Reset |
| Are all guards closed? | Check the guard status screen | Close and latch the guard shown |
| Is the mode correct? | Check mode indicator | Select Auto |
| Is there a standing alarm? | Check alarm list | Clear the cause, then acknowledge |
| Is control power on? | Check 24 V indicator in panel | Check MCB, check power supply |
### 5.2 The sequence stops part way through
| Check | How | If not right |
|---|---|---|
| Which step is it on? | Sequence screen shows the step number | Compare with the FDS sequence table |
| Is there a step timeout alarm? | Alarm list | The alarm names the step that failed |
| Is the transition condition met? | Check the device the step waits for | Investigate that device |
### 5.3 A value on screen looks wrong
| Check | How | If not right |
|---|---|---|
| Is the reading at the extreme? | Look for 0 or full scale | Suspect a broken wire or a shorted loop |
| Does the local gauge agree? | Compare | If not, suspect the transmitter or its calibration |
| Was it right yesterday? | Check the trend | A step change points at a hardware event |
---
## 6. Routine maintenance
| Task | Interval | Procedure | Skill |
|---|---|---|---|
| | | | |
---
## 7. Parts and consumables
| Part | Number | Used in | Typical life |
|---|---|---|---|
| | | | |