Create operating instructions and spare parts lists from design data
Machine builders create operating instructions and spare parts catalogues from design data
Fits: Research & development · Creative & media production · Field service & trades · Production, engineering & maintenance
Bills of materials, design notes and the risk assessment become drafts for maintenance chapters and the spare parts catalogue. The technical writers copy less by hand, and every detail can be traced back to its source in the design data.
Is this for you?
- You build machines or plants in variants and have to supply operating instructions and a spare parts catalogue for each variant.
- Bills of materials, drawing numbers and the risk assessment are available in the PDM or ERP system.
- There is a technical writing team or a responsible person who checks and approves.
Export the bill of materials for a small assembly with no customer reference, and take the related maintenance details and the hazards from the risk assessment as bullet points. Use the template below to create a spare parts table and a maintenance section, and check every part number.
How to go about it
- Define the parts of the instructions and their structure
- Gather the bill of materials, drawings and risk assessment
- Have a chapter draft and spare parts table generated
- Check part numbers, values and warning notices against the sources
- Approve the instructions and ship them with the machine
- Save standard text blocks and part data for the next variant
Templates to copy
The complete guide
- 6 steps explaining exactly what to do
- 3 proven templates to copy into your own AI
- Safe use: data, checking, deciding, informing
- Pitfalls, effort and how to recognise success
With the training you get all 430 guides for as long as your access runs.
Same approach, other use cases
14 more use cases follow the pattern “Creating documents from your own material”.
MB-01 · Legal status 08.10.2026