List of Document Templates
List of PCP R&D document templates recommended for streams and teams. All the approved templates are available in Templafy, below table can be used as a reference.
note
Approved templates are available in Templafy
Please first consider using the recommended markdown templates for the ADO Wiki.
Please use the legacy templates only when updating already released systems and products or for new safety development (brownfield).
Talk to the Process Teams for further recommendations.
Requirements
| Id | Name | Comment |
|---|---|---|
| 3BSE001280_en | Requirement specification.docx | Template for requirements. Should be avoided, since requirements are managed in DFN and ADO |
| 3BSE080616_en | Requirement Specification (TFS and Scribe).docx | Template used when generating requirements from TFS in Control. |
| 3BSE025506_en | Implementation Proposal.docx | Implementation Proposal (IMP) for analyzing requirements (dev. stream) and propose a solution |
| 3BSE039052_en | Implementation Proposal System.docx | Implementation Proposal (IMP) for analyzing system requirements (system stream) and propose solution |
| 3BSE039362_en | Implementation Proposal Estimation.xlsx | Implementation Proposal (IMP) Estimation |
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Requirement templates in Templafy: Word Templates, Excel Templates
Architecture
| Id | Name | Comment |
|---|---|---|
| 3BSE062407_en | Architecture Description (EA and Scribe).docx | Generated from Enterprise Architect (EA). Used for system and product architecture in Control. |
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Architecture templates in Templafy: Word Templates
Hardware Development
| Id | Name | Comment |
|---|---|---|
| 3BSE044948_en | Description of Function HW.docx | HW function. Ref to requirements, application, features, block diagram, etc. |
| 3BSE093821_en | Design Description HW.docx | HW design. SIL, explosion protection, electrical safety. PCBs |
| 7PAA002807_en | Environmental Type Test Description - Mechanical.docx | Describes environmental tests - mechanical endurance |
| 7PAA002876_en | Environmental Type Test Description - Corrosive Gases (G3).docx | Describes environmental tests - corrosive gases |
| 7PAA018940_en | Environmental Type Test Description - Climate_Insulation.docx | Describes environmental tests - climate insulation |
| 7PAA018976_en | Environmental Type Test Description - EMC.docx | Describes environmental tests - EMC |
| 3BSE044172_en | Environmental Type Test Record.docx | Record of the result of environmental tests |
| 3BSE084851_en | EMS Checklist.xlsx | EMS = Electronic Manufacturing Services |
| 7PAA008756_en | Samples approval checklist | For Mechanical samples |
| 7PAA006927_en | Engineering Service Request | For requests by engineering services, primarily GPV |
| 7PAA012480_en | RCA Report template(Lifecycle Parts Services offering) | Inspection and test report |
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Hardware Development templates in Templafy: Word Templates, Excel Templates
Specific templates for Explosion protection development
| Id | Name | Comment |
|---|---|---|
| 7PAA000912_en | Ex Component List.xslx | Used by Ex team for Certification purposes |
| 7PAA007159_en | Ex Application Report Template.docx | Used by Ex team for certification |
| 7PAA007991_en | Ex type test record template.docx | Used by Ex team for certification |
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Explosion Protection templates in Templafy: Word Templates, Excel Templates
Software Development
| Id | Name | Comment |
|---|---|---|
| 3BSE040221_en | Description of Function.docx | Describes function and design. References back to requirements. Covers performance, limitations, security, safety aspects, etc. Not recommended for new development. |
| 3BSE041242_en | Description of Function XYZLib.docx | Describe control libraries, similar to DoF |
| 3BSE056640_en | Description of Function SW (EA and Scribe).docx | Template used when generating information from EA |
| 3BSE040497_en | Design Description.docx | Design of systems and subsystems. Interfaces and class diagrams. |
| 3BSE056642_en | Design Description SW (EA and Scribe).docx | Generated from Enterprise Architect (EA), used by Control |
| 3BSE056641_en | Interface Description SW (EA and Scribe) | - |
| 3BSE037724_en | Design_Module Test Description and Record.docx | - |
| 3BSE041149_en | Function or Component Type Test Record.docx | - |
| 3BSE041148_en | Function_Component Type Test Description.docx | Description of functional type tests of a component |
| 3BSE037719_en | Function_Component Type Test Description and Record.docx | Functional test and record of a component. |
| 3BSE024269_en | Code Review Record.docx | - |
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Software Development templates in Templafy: Word Templates
Test
| Id | Name | Comment |
|---|---|---|
| 7PAA015399_en | Test Strategy and Plan.docx | Describes the test strategy, plan, structure, environments, etc. |
| 3BSE034593_en | Product Type Test Description.docx | All test cases in ADO. Not recommended for new development. |
| 3BSE043864_en | Product Type Test Record.docx | Product type test record. The test result is captured in ADO. Not recommended for new development. |
| 3BSE010767_en | Type Test Plan.docx | Type test plan contains information about test strategy, structure, etc. (not to be confused with ADO Test Plan). Not recommended for new development. |
| 3BSE045565_en | Test Summary and Final Conclusion of Test.xlsx | A summary of all tests performed on all test levels - ST, LLIT, FTT, ETT, PTT, SVT, SRT, STT. |
| 3BSE061530_en | Checklist for Beta, IVA and Start of Type Test.xslx | Checklist for Beta and Start of PTT/STT/RAT/IVA/SVT |
| 3BSE086887_en | PTTD Safety Requirement Validation (TFS and Scribe).docx | - |
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Test templates in Templafy: Word Templates, Excel Templates
Release
| Id | Name | Comment |
|---|---|---|
| 3BSE039313_en | Names on RACI.xlsx | Assigns people to roles involved in review/approval of documents |
| 3BSE055542_en | System Integration Plan.docx | System integration plan with integration points |
| 7PAA007509_en | Document Control Plan.xslx | Document Control Plan (DCP) lists all documents for the project (release) and status |
| 3BSE040876_en | Rollup Checklist.xlsx | Checklist for rollups, certified correction and small projects (releases) |
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Release templates in Templafy: Word Templates Excel Templates
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IPM additional templates: Word Templates Excel Templates
L4 & Maintenance
| Id | Name | Comment |
|---|---|---|
| 7PAA001404_en | TC and Rollup Release Notes.docx | - |
| 3BSE045796_en | Customer Authorization Temporary Correction non-Safety.docx | - |
| 3BSE046924_en | Checklist for temporary correction.xlsm | Checklist for TCs and interference free TCs |
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L4 & Maintenance templates in Templafy: Word Templates, Excel Templates
Additional Templates
The Field Communication templates are owned by Product and Portfolio Management (PPM) and used by "L4 & Maintenance".
| Id | Name | Comment |
|---|---|---|
| 3BSE037120 | Safety Report.docx | Select a template depending on the DMS you use |
| 3BSE037123 | Technical Description.docx | - |
| 3BSE071315 | Cyber Security Advisory.docx | - |
| 2PAA124139 | Cyber Security Notification.docx | - |
| 2PAA123022 | Product Bulletin Internal.docx | - |
| 2PAA123021 | Technical Description Internal.docx | - |
| 3BSE052609 | Product Alert.docx | - |
| 3BSE037122 | Product Bulletin.docx | - |
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L4 & Maintenance additional templates: Word Templates
Configuration Management
| Id | Name | Comment |
|---|---|---|
| 7PAA001177F | Configuration Management Plan.docx | PCP level Configuration Management Plan template |
| 7PAA004621F | Safety Tool Selection Report.docx | Tool evaluation for approval by Safety |
| 3BSE042287 | HW Version Log.docx | - |
| 3BSE001281 | Version Specification.docx | - |
| 3BSE039765 | Baseline Plan.docx | - |
| 3BSE054357 | Version List.docx | - |
| 3BSE041627 | Configuration Management Compliance Plan.docx | - |
| 3BSE052347 | Release Preparations.docx | - |
| 3BSE044689 | Archiving Record.docx | - |
| 3BSE054110 | PCA Checklist and Report.docx | Not recommended for new development. See How-to Perform Configuration Audits. |
| 3BSE054108 | FCA Checklist and Report.docx | Not recommended for new development. See How-to Perform Configuration Audits. |
| 3BSE057007 | Approved SW and HW Versions for Test.xlsx | - |
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Configuration Management templates in Templafy: Word Templates Excel Templates
3rd-party and OSS
Placeholder for 3rd-party and OSS templates. Most information is captured in ADO and DFN (no templates needed)
Quality & KPIs
| Id | Name | Comment |
|---|---|---|
| 7PAA003088_en | Quality Plan.docx | Quality Plan with release goals, KPIs, process deviations, etc. |
| 7PAA003087_en | Quality Report.pptx | Quality Report for milestones and gates |
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Quality & KPIs templates in Templafy: Word Templates, PowerPoint Templates
Intellectual Property
| Id | Name | Comment |
|---|---|---|
| 2PAA121471_en | IP Risk Register.xlsm | Intellectual Property Risks |
| 2PAA121473_en | IP Strategy.docx | Intellectual Property Strategy |
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Intellectual Property templates in Templafy: Word Templates, Excel Templates
Cyber Security
| Id | Name | Comment |
|---|---|---|
| 7PAA013087 | PAPCP Product Security Assessment Tool | PAPCP tool based on 9AKK108467A3796 Product Security Standard Assessment Tool |
| 7PAA013086 | PAPCP Security Development Life Cycle Assessment Tool | PAPCP tool based on 9AKK108467A3794 Security Development Life Cycle Standard Assessment Tool |
| 7PAA013273 | PAPCP Cloud Security Assessment Tool | PAPCP tool based on 9AKK108467A3795 Cloud Security Assessment Tool |
| 7PAA014751 | PAPCP Light Weight Assessment Checklist | PAPCP Assessment Checklist based on 7PAA013086 PAPCP Security Development Life Cycle Assessment Tool and PAPCP Product Security Assessment Tool |
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Cyber Security templates in Templafy: Excel Templates
Functional Safety
| Id | Name | Comment |
|---|---|---|
| 3BSE087886_en | Impact Analysis Report (TFS and Scribe).docx | - |
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Functional Safety templates: Brownfield templates and documentation
Document Management
| Id | Name | Comment |
|---|---|---|
| 2PAA104551_en | Review record.xlsm | Review record to capture comments in document reviews |
| 3BSE028024_en | Checklist for Reviews (System 800xA) | Checklist for formal review used for safety development |
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Document Management Templates in Templafy: Excel Templates Word Templates
Sources
- Templafy - PCP Templates
- DMS - Safety/Brownfield Templates
- SharePoint Template Area
- Field Communication Template Area
Document number generator:
Owner: Core Team