Use this information sheet to collect the basic facts needed for an industrial workstation deployment. Copy the fields into your project record and complete them with the responsible production, IT and equipment personnel. Values should come from the actual site and the selected device documentation.
Project and operation: Project name; site; workshop; production line; workstation identifier; responsible contact; intended application; product or product family; expected operator tasks. Describe the task the terminal supports, such as displaying a controlled instruction or recording an approved production event.
Device and installation: Proposed device model; operating system and application version; display and input requirements; mounting location; available installation space; required mounting arrangement; relevant environmental conditions. Confirm electrical and mechanical requirements against the device documentation and the site's approved installation plan.
Connectivity and interfaces: Approved network connection; responsible network administrator; required application endpoints; connected equipment; required interface types; ownership of each data source. Record access requirements without placing passwords, private keys or other credentials in a general project worksheet.
Content and data: Required document identifiers; language; revision owner; update process; input fields; units; validation rules; event timestamps; record-retention owner. Identify the approved source of each process value. Mark unresolved requirements in the internal project record and resolve them before acceptance.
Acceptance and handover: Representative operating scenario; expected screen result; actual result; exception case; reviewer; review date; corrective action; final approval. Include the support contact and the process for reporting faults after handover. This sheet records requirements; it does not replace a device specification or an approved site procedure.
A printable worksheet for site, device, connectivity, controlled content and acceptance requirements.
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