Technical scope.
Agree the operating tasks, required views and control interfaces. The HMI scope includes the screens, messages and validation needed for the installation.
01 Operator workflows
02 Screens & diagnostics
03 Data & validation
Review operating modes, user tasks and the information needed during normal operation and disturbances. Define a clear navigation and screen structure.
Develop or adapt operating screens, alarms and diagnostic views. Make machine states and actions understandable with consistent wording and visual hierarchy.
Define data exchange with the controller and related systems. Check the agreed functions and provide the interface, backup and operating documentation.
Prepare your HMI project.
Bring the current screens, user tasks and control environment into the first review. These inputs help define a useful interface and its deployment conditions.
01 Installed interface
02 Users & tasks
03 Deployment conditions
HMI and controller types, available project files, communication interfaces, screenshots and existing message lists.
The people who operate and maintain the equipment, their main tasks, current difficulties and the information they need.
Access to the equipment, permitted production downtime, test conditions and the criteria for a usable, functioning interface.