Project and scope
Business objective, product families, production site, line boundary, future expansion and responsible stakeholders.
Downloadable specification
Filling machine URS template.
Build a user requirement specification covering product, container, performance, controls, cleaning, integration, safety, acceptance and aftercare.
URS templateMachine specificationFAT and SAT
Before quotation
Describe the result the production system must deliver.
A clear URS reduces assumptions, makes quotations easier to compare and gives factory and site acceptance tests a defined basis.
Good requirements are
- Specific enough to test
- Based on representative products and packs
- Clear about what is included and excluded
- Prioritised as mandatory or desirable
- Owned by named project stakeholders
URS structure
Nine sections to complete before the final machine selection.
The downloadable files contain individual requirement rows, acceptance evidence fields and owner/status columns.
Product data
Viscosity at operating temperature, density, particles, foam, abrasiveness, shear sensitivity, hazards, allergens and cleaning method.
Container and closure
Material, dimensions, opening, stability, fill height, closure type, cap torque, label and coding area.
Filling performance
Minimum/normal/maximum dose, required output, accuracy method, repeatability, drip control, fill profile and reject handling.
Automation and controls
Manual, semi-automatic or inline operation; recipes; user levels; alarms; data; interfaces and remote support policy.
Utilities and environment
Electrical supply, compressed air, extraction, wash-down, ambient temperature, hazardous area classification and available space.
Line integration
Infeed, conveyor height, accumulation, capper, sealer, labeler, coder, checkweigher, reject and end-of-line equipment.
Safety and compliance
Applicable regulations, guarding, emergency stops, isolation, instructions, conformity documents and site responsibilities.
Acceptance and handover
FAT, SAT, training, manuals, drawings, spares, warranty, maintenance plan, response route and final sign-off.
Acceptance criteria
Write tests that can be observed, measured and signed off.
| Weak wording | Stronger requirement approach |
|---|---|
| “Machine must be fast.” | State required good packs per minute with the named product, container, fill volume and agreed operating conditions. |
| “Filling must be accurate.” | Define the measurement method, sample plan, product temperature, allowable result and how startup packs are treated. |
| “Easy to clean.” | Define products, allergens, cleaning method, disassembly tools, target changeover time and inspection points. |
| “Works with our line.” | Define interfaces, conveyor height, controls handshake, upstream/downstream rates and responsibility for integration. |
Project preparation
Use the URS with the related buyer and acceptance guides.
Technical resource library
Continue your filling-machine project research.
Use the related tools and guides to build a clearer specification before requesting a machine shortlist.
Filler selection matrixCompare suitable dosing principlesCapacity calculatorEstimate packs per minute and shiftOverfill cost calculatorEstimate product giveaway and costFilling-line OEE calculatorModel availability, performance and qualityViscosity and product behaviourUnderstand what changes filler choiceUK compliance planningReview documentation and workplace dutiesTotal cost of ownershipCompare cost, savings and paybackAbout LancingCompany, support and content approach
FAQs
Filling-machine URS questions.
A user requirement specification records what the production system must achieve, the product and pack conditions, interfaces, documentation and acceptance requirements.
Usually the requirement should describe the needed outcome and constraints first. A model can then be proposed against those requirements.
Agree the product or simulant, containers, fill range, sample size, run duration, output, accuracy checks, cleaning demonstration and evidence to be recorded.
No. It helps organise project requirements but does not replace machinery risk assessment, workplace risk assessment or competent legal and engineering advice.
Turn the planning work into a practical machine shortlist.
Send your product, fill range, container, output target and available footprint. Lancing UK can compare the most practical filling route before quotation.