Requirement
State what the complete solution must achieve for replacement or redesign of defined safety-relay functions, including your production pattern and who will review the result.

Use this practical checklist to describe your requirements for safety relay upgrades around the actual machine, defined safety functions, device list, drawings and stopping behaviour, line connections and required results.
A useful specification for safety relay upgrades describes your operating range, line connections and required results while leaving room for the supplier to propose the best method.
Use this checklist for replacement or redesign of defined safety-relay functions and separate confirmed facts, realistic ranges and items that need a trial.
Plan a safety relay upgrade around the required safety functions, device inputs, safe outputs, reset and restart behaviour, diagnostics, wiring changes and validation evidence. A clear brief should state the operating range for required safety functions and safe states and your requirements for wiring drawings, settings and validation evidence.
Discuss your application

State what the complete solution must achieve for replacement or redesign of defined safety-relay functions, including your production pattern and who will review the result.
Record normal and credible extremes for required safety functions and safe states, device inputs, zones and operating modes and relay architecture, monitoring and reset configuration; avoid relying on one nominal value.
Define representative examples from replacement or redesign of defined safety-relay functions, the method, repetitions, acceptable range and result record so you and the supplier share the same expectation.
For safety relay upgrades, use “shall” only for a requirement that can be demonstrated. Keep preferences, assumptions, provisional line connections and future options clearly separate.
Your final safety relay upgrades scope must also account for fault diagnostics, restart and recovery behaviour, wiring drawings, settings and validation evidence, current regulations and the conditions at your site.