Custom machinery documentation must reflect the machine delivered to a particular customer. A guided experience is useful when it preserves the as-built configuration, station names and approved procedures instead of borrowing instructions from a similar standard product.
Custom machinery documentation must reflect the machine delivered to a particular customer. A guided experience is useful when it preserves the as-built configuration, station names and approved procedures instead of borrowing instructions from a similar standard product.
Use the following context to keep the request or task reviewable: project and machine serial, as-built revision, installed stations, customer modifications, task owner, approved acceptance record. Record what is verified and what remains unknown, then use the applicable product source to establish the next approved step.
Identify the project, machine serial and delivered configuration. Keep customer-specific modifications and approved document revisions associated with that record. A standard product family manual may provide background but should not silently replace the instructions for a machine built with different stations or options.
Use the station names that operators and service teams actually use on site. Connect each station to its source drawings, controls and procedure. A labeled overview can reduce ambiguity when a customer says the second module is not working but the builder uses a different station number.
Record project and machine serial, as-built revision, installed stations and identify the applicable source.
Use the carry changes into the guide library scenario to discuss scope, then review the actual task and outstanding fields with its responsible owner.
Keep customer modifications, task owner, approved acceptance record and the unresolved question with the resulting record.
Reusable steps can help authoring, but the builder must verify that they apply to the delivered configuration. Optional stations, modifications and customer-specific acceptance requirements need their own source context.
Start with the applicable documentation and available visuals, plus project and machine serial, as-built revision, installed stations. Choose one recurring question and have the product owner review the relevant source before expanding the guide.
It is an illustrative authoring or support scenario, not a customer case study or measured result. Use it to discuss the required product context and review the actual task with your source owner.
Bring one product and the approved source for a recurring question. A focused demo can show how labeled visuals, reviewed steps or a clearer support record help with project and machine serial and as-built revision. Agree on preparation and review before expanding the experience.
Send the approved manual, diagrams or photos you already have. Request a free guide demo so your team can review one product task before deciding how to expand it.
Define whether the task belongs to the operator, maintenance team, integrator or machine builder. Preserve the documented prerequisites and escalation owner. A guide should not transfer a specialist commissioning decision to a customer simply because the steps can be displayed in a browser.
Illustrative authoring case: the builder records the optional inspection station in the customer’s configuration. Its guide appears only in that machine’s task map. Operators on another build do not receive steps for an assembly that was never installed.
Record the effect of a modification on drawings, part references, control information and related procedures. Review linked guides before republishing. Retaining the previous approved revision lets support understand whether a reported mismatch comes from outdated documentation or an undocumented field change.
Select one task with an approved sequence and clear completion record. Review it with the builder and the customer team who performs it. Measure whether the guide establishes the correct configuration and handoff, rather than treating customer acceptance as a consequence of viewing the instructions.
Prepare a record for interactive documentation for custom machinery that connects the source with the actual task. Copy the context fields below into your own product, support or review process. Add the applicable source reference and responsible owner so the next team can see what still needs confirmation.
