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Anonymous Poster

Operation and Maintenance Manual

03/04/2008 2:32 AM

Hi,

i am an mechanical/piping engineer and has been asked to develop an operational and maintenance manual for the project being carried out in my company, pls any one help with a template that will get me started.

Thanks

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#1

Re: operation and maintenance manual

03/04/2008 4:24 AM

Maintenance activities are installation-specific and related to the business operation in question, so it might be that any template is largely inapplicable.

Start by writing a description of the pre-existing maintenance procedures that are applicable locally, and then expand it into the new areas covered by the project!

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#8
In reply to #1

Re: operation and maintenance manual

03/05/2008 9:04 PM

Agreed. Also recommend the inclusion of any available cut-away drawings from vendor information on the specific units being maintained.

Regarding operations manuals, provide a detailed description of each units function in the process and NAME the specific unit for future reference. Provide startup, operation, shutdown and emergency shutdown procedures for any portion or unit in the process.

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#2

Re: operation and maintenance manual

03/04/2008 4:56 AM

Hello Guest,

The simplest "Template" for your needs, would be a Table one.

Mcrosoft Excel or Word could do that for you.

If you don't have those, use OpenOffice Utility (Free for use)

You will still need to organise your thoughts, as to the maintenance requirements of the Project.

Kind Regards....

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#3

Re: operation and maintenance manual

03/04/2008 7:02 AM

A Few pointers to start with:-

  • Start with a "Description" of what you are going to do\write about.
  • Next I would suggest a "Scope" section to define the area you are going to cover. The key with this is to stick to is and refer anything out-of-scope to the appropriate existing document
  • Next is "Assumptions" - The level you are going to assume the reader has before they start reading the manual.

This first bit is importand because it sets the ground rules for you, when you are writing the doco and the reader, once they start into it.

After the frame work is in place...Start with an over view of the procedures for Operations First and Maintenance second for each step or component.

Keep it within scope and don't over complicate it.

Last...but not Least....Find a newby....get him\her to read the document and any time they go "What the..." or "Huh" or Ugg....dumb that section down abit and train up the newby...

This last step does three things...one - lets you know if it makes sense, two - gets the newby up skilled faster, three - gets them involved and lets them feel like part of the team.

Use Lots of pictures...save on Typing and the reader knows what they should be looking for.

Just a few suggestions to get you started...If you need more ideas...drop me a line.

Good Luck,
Sapper

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#7
In reply to #3

Re: operation and maintenance manual

03/05/2008 1:28 PM

That last step sealed a "GA" from me - I've done that many times myself. You have it spot on that the newbie gets inducted and indoctrinated, and in return provides you with the best reality check you could ever hope for!

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#4

Re: Operation and Maintenance Manual

03/05/2008 12:01 AM

what is the project? give info and I will send you my best templete.

miketheboilerguy@aol.com

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#5

Re: Operation and Maintenance Manual

03/05/2008 12:56 AM

The reply given by Sapper certainly is well-thought-out. You also need to define any terms you may be using in a special or non-standard way, and be especially careful to use the same names for the things you are writing about throughout the entire document.

Having good documentation is a huge asset in the processes of construction, installation, maintenance, and service. Poor documentation is sometimes worse than none at all. Writing documentation is more time-consuming than it looks, but the result is worth the effort. Good luck.

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#6

Re: Operation and Maintenance Manual

03/05/2008 3:51 AM

"How to publish a great user manual" is the title of a useful script which can be seen at

http://www.asktog.com/columns/017ManualWriting.html.


Hope that helps, Regards Uwe

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Anonymous Poster
#9

Re: Operation and Maintenance Manual--time for second thoughts

04/01/2008 10:24 PM

You are an (a mechanical...) engineer...and [but] who [actually] has been asked?

Sometimes it's better to know one's limitations...and politely decline. The fact that you have asked for template (as opposed to style guide) suggestions indicates that you are really "out of your element."

If you want to train yourself in basic operation manual development skills (for future project documentation efforts) the best starting point would be with the most basic of templates: the basic outline. These you probably already have...for example in high-level word processors. That would be your starting point; as well as lots of practice at writing--while it might seem counterintuitive, "mechanics based" is among the most difficult kinds of procedural documentation to master...and why so many are written so poorly.

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#10
In reply to #9

Re: Operation and Maintenance Manual--time for second thoughts

04/01/2008 10:41 PM

I beg to differ.

The fact that he came to CR4 for assistance on this means he will be off to a good start.

The people who have done the work are the best people to write the documentation as they will have the most detailed and acurate information.

Document writing is a skill everyone, who puts "Stuff" together professionally should be able to do. It is far easier for a technical writer to re-format and correct "template" issues, than pick a technicians brain 6 months down the track.

Regards,
Sapper

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