# Filling Machine User Requirement Specification

> Planning template only. Adapt it to the project and obtain competent engineering, legal and safety advice.

## Project

- [ ] **Business objective and production constraint** — requirement, priority, owner and acceptance evidence:
- [ ] **Machine/line boundary and exclusions** — requirement, priority, owner and acceptance evidence:
- [ ] **Installation site and responsible stakeholders** — requirement, priority, owner and acceptance evidence:
- [ ] **Future products, packs and capacity** — requirement, priority, owner and acceptance evidence:

## Product

- [ ] **Product name and formulation reference** — requirement, priority, owner and acceptance evidence:
- [ ] **Viscosity/density at filling temperature** — requirement, priority, owner and acceptance evidence:
- [ ] **Particle size, concentration and softness** — requirement, priority, owner and acceptance evidence:
- [ ] **Foam, air, stringing, shear and temperature behaviour** — requirement, priority, owner and acceptance evidence:
- [ ] **Hazards, allergens and material compatibility** — requirement, priority, owner and acceptance evidence:
- [ ] **Cleaning and cross-contamination controls** — requirement, priority, owner and acceptance evidence:

## Container

- [ ] **Container material and drawing/dimensions** — requirement, priority, owner and acceptance evidence:
- [ ] **Opening/neck size and tolerance** — requirement, priority, owner and acceptance evidence:
- [ ] **Container stability and handling** — requirement, priority, owner and acceptance evidence:
- [ ] **Closure, cap torque/seal and downstream pack requirements** — requirement, priority, owner and acceptance evidence:

## Performance

- [ ] **Minimum, normal and maximum fill volume** — requirement, priority, owner and acceptance evidence:
- [ ] **Required good packs per minute** — requirement, priority, owner and acceptance evidence:
- [ ] **Accuracy/repeatability method and sample plan** — requirement, priority, owner and acceptance evidence:
- [ ] **Drip, string, foam and product-damage acceptance** — requirement, priority, owner and acceptance evidence:
- [ ] **Startup, reject and product-recovery method** — requirement, priority, owner and acceptance evidence:

## Controls

- [ ] **Operating modes and recipe management** — requirement, priority, owner and acceptance evidence:
- [ ] **User access levels and audit/data requirements** — requirement, priority, owner and acceptance evidence:
- [ ] **Alarm, fault, reset and safe restart philosophy** — requirement, priority, owner and acceptance evidence:
- [ ] **Interfaces with upstream and downstream equipment** — requirement, priority, owner and acceptance evidence:

## Utilities

- [ ] **Electrical supply and isolation** — requirement, priority, owner and acceptance evidence:
- [ ] **Compressed air pressure/quality/consumption** — requirement, priority, owner and acceptance evidence:
- [ ] **Product feed and transfer arrangement** — requirement, priority, owner and acceptance evidence:
- [ ] **Environment, wash-down, extraction and footprint** — requirement, priority, owner and acceptance evidence:

## Safety

- [ ] **Applicable regulations and designated standards** — requirement, priority, owner and acceptance evidence:
- [ ] **Risk assessment and safety-function requirements** — requirement, priority, owner and acceptance evidence:
- [ ] **Guarding, emergency stops and safe isolation** — requirement, priority, owner and acceptance evidence:
- [ ] **Conformity documents and English instructions** — requirement, priority, owner and acceptance evidence:

## Acceptance

- [ ] **FAT product/simulant, containers and run duration** — requirement, priority, owner and acceptance evidence:
- [ ] **FAT output, accuracy, cleaning and changeover tests** — requirement, priority, owner and acceptance evidence:
- [ ] **SAT installation, integration and site-performance tests** — requirement, priority, owner and acceptance evidence:
- [ ] **Documentation, training, spares and handover record** — requirement, priority, owner and acceptance evidence:

## Sign-off

- Project owner:
- Production:
- Engineering:
- Quality:
- Health and safety:
- Supplier:
- Revision/date: