How to Write an Automation URS

How to write a user requirement specification for an automation machine: need not solution, testable lines, honest ranges, site data and traceability.

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An engineering review bench beside a part-built machine: a large technical drawing spread on the table with vernier calipers and a machined sample part resting on it, a bound specification document alongside, and a laptop showing a CAD assembly of the gantry behind

Motionwell Automation reads user requirement specifications from Singapore buyers at the start of custom machine projects, and a URS earns its keep by stating what the machine must achieve and leaving the mechanism open. The delivered precision filling and sealing platform holds ±1% volumetric accuracy across a 0.1 to 50 mL fill range on a 0.5 to 0.7 MPa air supply in a footprint of roughly 3 by 1 by 2 metres, and every one of those figures began as a line somebody wrote before a drawing existed. Machines are designed, assembled and tested at our Woodlands Link facility, and the company has delivered more than 150 special purpose machines since 2014 under ISO 9001:2015 and bizSAFE Level 3.

The short answer. A URS for a machine states the need, not the solution. Every line carries an identifier, a verification method and an acceptance criterion written at the same time as the requirement, so the document can be tested rather than admired. Ranges are the ones you will really run, because the widest range prices the machine. Your site, your existing line and your data rules are requirements too, not background. And the traceability matrix starts from the URS rather than being reconstructed at the end, and numbering every requirement from the start is also what makes competing quotations comparable.

Where we stand, said plainly. We are a machine builder and system integrator, not your quality unit. We review a URS and challenge its lines for testability before design starts, and we will say when a line is unbuildable, unmeasurable, or expensive for a reason you did not intend. We have no interest in a URS written around us either: a specification tight enough to compare makes it easier for a competitor to beat us on price, and where a proven standard machine covers your process we say so at concept review.

This page takes the document in the order it gets written: what a URS is for, the sections a workable one has, testable lines, ranges, your site and existing line, the regulated extras, traceability, and why any of it makes quotations comparable. What each qualification stage proves once the machine exists is on our computer system validation page and is not repeated here. If you already have a draft, send it to an engineer and we will mark the lines that cannot be tested.

What Is a URS Actually For, and What Goes Wrong Most Often?

It exists so the people who know the process and the people who know machinery are arguing about the same thing. You own the product, the rate, the site and the consequences of getting it wrong. The builder owns kinematics, drives, tooling and control architecture. The URS is the boundary between those two bodies of knowledge, and its job is to carry your half across intact.

A common failure, and an expensive one, is a URS that specifies a solution. It happens for a good reason: naming a robot, a feeder or a camera feels like precision, and a document full of part numbers reads as though somebody has done the engineering. What it does instead is delete the better answer before a layout exists, quietly, because a tender gives a bidder who can see the cheaper route little room to propose it.

What the URS said What it quietly ruled out What it should have said
A six-axis robot shall load each machine on the row A single beam over the row, where one steel single-beam gantry serves more than ten CNC machines The load point at each machine door, the shortest machine cycle on the row, and the parts per hour the row has to hold
Closures shall be fed by vibratory bowl feeder A dedicated sorter or a robot pick from a tray, which is what a trigger spray with a tangling dip tube needs Every closure on the list, including the one arriving next year, with a physical sample of each
Inspection shall use a smart camera at the station One vision controller sharing its processing across three heads, where a job needs three views The defect classes to be caught, per zone, with the smallest defect that must be detected
A collaborative robot shall be used so no fencing is required Every safeguarding route the risk assessment might have chosen, since safeguarding follows the assessment rather than the purchase order What a person does in that space, how often, and whether the workpiece or tooling is itself hazardous
Every axis shall be servo driven A closed-loop stepper, where the axis is light, slow and forgiving The positioning accuracy, duty cycle and settling behaviour each axis has to deliver

Every good version in that right-hand column is a statement about your process that only you could have made, and every bad version is one about machinery the builder is better placed to make. So the test on any line you are unsure about is this: could our supplier have written this sentence without talking to us? If yes, it probably does not belong in your URS.

Which Sections Does a Workable URS Need?

Fewer than most templates suggest, and each has to settle a question that would otherwise be settled by accident.

Section What it has to settle What happens when it is missing
Scope, boundaries and exclusions Where the machine’s scope starts and stops, who supplies the tie-in at each end, and what you will supply yourself Both parties price a gap that neither owns
Product and variants Every part number with dimensions, weights and real tolerances, plus the ones arriving next year A variant appears after the frame is welded
Process description The sequence as performed today, manual steps included, with what the operator judges by eye The machine misses the step that decided quality
Throughput and availability Sustained rate, shift pattern, and how rate will be measured and over what window A peak figure gets designed to, and never holds
Quality and acceptance What is checked, against what limit, on what sample, and what happens to a reject Verification depth is decided by the quotation
Interfaces Mechanical height and pitch, electrical connections, and the data signals with an owner named for each An unowned handshake on your floor
Utilities, site and environment Power, air, extraction, network, footprint, access route, ceiling, floor, and whether a particle class or washdown applies The machine is right and the building is not
Safety and regulatory scope The market the machine is placed on, your plant safety standard, and who signs the declaration Conformity work arrives as a change order
Data and records Which values are retained, who may change them, where they go and for how long A logging requirement arrives as a redesign
Operation, spares and training Who runs it, the training level assumed, service access, spares and changeover expectations A machine that runs well at handover, badly in year two
Acceptance and documentation What is tested at factory acceptance, what at site, who witnesses, and what counts as a pass Test scope is negotiated while the machine stands there

Two notes on the document’s shape rather than its contents. One requirement per numbered line, because a paragraph holding three requirements gets traced once and tested once. And keep the reason for a requirement in a separate column from the requirement, so a supplier can offer something better against the line without arguing with your explanation.

How Do You Write a Requirement That Can Be Tested?

By writing the verification method and the acceptance criterion in the same sitting as the requirement, on the same line. Not afterwards, and not by someone else. If you cannot say what test would prove a line and what result would fail it, you have not finished writing the line.

Four methods cover almost everything, and choosing one forces the requirement to become specific. Inspection looks at the built machine or its documents. Demonstration watches it do the thing. Test runs a defined procedure and records numbers against limits. Analysis is a calculation where a physical test is impractical. A requirement that resists all four is an aspiration wearing a shall.

Requirement as first written Why it cannot be tested Verification method The acceptance criterion it needs
The machine shall be fast No measure, no window, no product named Demonstration over a timed run Sustained units per hour on a named product across a defined run length, with the counting rule agreed
The vision system shall detect all defects “All” cannot be demonstrated, and a rate with no named sample set cannot be re-run at acceptance Test against a held-back sample set Escape and false reject rates stated against that named set, including the marginal parts
The machine shall hold a tight tolerance No dimension, no datum, no share of tolerance allocated to the gauge Test against a master or known artefact The dimension, its tolerance, the datum it is taken from, and how much of the tolerance the measurement may consume
The HMI shall be user friendly An opinion, and both parties hold one Demonstration by an operator who has not seen the machine Basic operation reached after a stated training period, with the tasks that count as basic listed
The machine shall run unattended overnight No definition of a stoppage and no definition of the night Test over a defined continuous run Input magazine depth and output buffer expressed in minutes at your rate, plus what the machine does on a fault
The machine shall be 21 CFR Part 11 compliant Compliance is machine capability plus your procedures plus a validation record, so no test on the machine alone settles it Inspection against each named control The specific controls required, clause by clause, as capabilities the machine must provide

Three of those rows lean on work covered elsewhere here: detection rates against a named sample set on our surface defect inspection page, the datum and gauge tolerance argument on our inline dimensional measurement page, and the machine-side controls behind 21 CFR Part 11 on our electronic batch record page.

How Should You State a Range or a Tolerance?

State the range you will actually run. Getting this line wrong is expensive in a way that never appears on an invoice, because the widest range prices the machine.

Every range becomes a design constraint at both ends, and the two ends are usually solved by different hardware. A filling platform covering 0.1 to 50 mL is a different machine from one covering three volumes, because a dosing element sized for the small end has to be repeated or replaced to reach the large one. A capping head programmable from 0.5 to 5.0 Nm is a servo head with torque feedback rather than a mechanical clutch, which is the right buy when the range is real and an expensive one when three closures share a single torque window.

So write ranges in three parts. What you run today. What you are committed to running, with a date. And what somebody would like to run one day, marked as options and priced separately so the base machine is not quietly built for them. That third category is where the money leaks, and it leaks politely, because nobody wants to be the person who left something off the list.

Tolerances work the same way in the other direction. A tolerance is not free precision: it decides the guides, the drives, the fixture and the measurement system. State the one you have to police rather than the drawing’s tightest number, and state where in the envelope it has to hold, because a figure that applies at one station and a figure that applies everywhere are different machines.

Rate and format range also pull against each other, and on a rotary machine the container envelope settles it. That trade is worked through with delivered numbers on our filling line changeover page, worth reading before you write a rate line and a variant list as if they were independent.

What Do We Need to Know About Your Existing Line, Utilities and Space?

Everything the machine touches that you already own. This part of a URS is often written as background rather than as requirements, and it produces expensive surprises, because a machine that is wrong about the building cannot be fixed by adjusting the machine.

Take utilities literally and write them as numbers. The delivered precision filling and sealing machine runs on a 220 or 380 V AC supply. On the cleanroom automated test equipment, air preparation units at each valve bank regulate to 0.4 to 0.6 MPa depending on the test force required. The 5-axis shot peening machine carries its own dust collection box and ducting, a service the building has to accept somewhere. Extraction, drainage and network access are utilities as surely as power is.

Site item Why it changes the machine Where it is usually found too late
Electrical supply Voltage, phases and available capacity decide the panel, and a plant at its limit changes the project scope At installation, when the switchboard cannot carry it
Compressed air Pressure, flow and quality; a machine sized for clean dry air behaves differently on a starved ring main During commissioning, as intermittent faults nobody can reproduce
Extraction, drainage and bunding Dust, fume, washdown water and spill containment are building services, not machine options When the machine is on site and the drain is not
Footprint and access route The machine has to arrive through the doors and around the corners, in the sections it ships in On delivery day
Ceiling and overhead volume Crane, ducting, sprinklers and roof structure occupy the same volume an overhead machine needs On a concept drawing that assumed clear height
Floor level, flatness and loading A long machine on a floor with a fall in it is either shimmed or built to follow the floor, and those are different machines At levelling, which is the worst time to discover it
Conveyor interface height and pitch A new station has to accept product at the height and spacing your line already runs at When two machines meet for the first time
Control signals and their owners Part ready, cell ready, buffer full, fault and reject asserted each need one owner agreed in writing On your floor, as a signal neither party built

The last row decides more on a retrofit than people expect, and the fix is administrative: name an owner per signal in the URS, and the argument happens on paper. Your PLC and robot platform belong beside it as a requirement rather than a preference, since spares, training and a programming environment already exist for one platform, and telling us at enquiry stage means it lands in the concept rather than in a change request, as set out on our robot integration services page.

On a retrofit, add one line: what the existing machine does today, what it must keep doing, and what evidence of its behaviour exists. Establishing what the existing circuits actually do before anything is replaced is regularly the largest single line in a retrofit safety scope, and it belongs in your specification rather than in a supplier’s optimism.

What Does a Regulated Line Add to the URS?

Three things, and none of them are the qualification protocols, which come later and are covered on the validation page.

A named regulatory scope. Write which rules apply and to which product: GMP, the cleanroom class if there is one, the predicate rule behind any electronic record you intend to keep, and the markets the pack is sold into. Singapore’s HSA is a PIC/S member, so a line built here for a local site and one built for export are usually held to the same specification set. The scope line is short, but it has to be explicit.

Data and records as requirements. On a regulated machine the record is part of the product, and a logging requirement that arrives during testing is a redesign rather than a configuration change. State which values are retained per unit or per batch, who may change a parameter and at which authority level, whether a signature is required and what it means, where the record goes, in what format, and for how long. On our delivered platforms these are signals the process already produces: a torque curve logged per container, a fill volume against its target, a test result against a serial number. Deciding early which become retained records keeps the validation effort proportionate.

Materials, finish and environment as specifications. On a GMP build these are URS lines rather than build details: product-contact material and surface finish, weld treatment, gasket compliance, and cleaning access. Our GMP filling work runs SUS316L product-contact surfaces electropolished to Ra 0.4 um with clean-in-place ports at drain points, while the food-grade platform runs SUS304 and 316 at Ra 0.8 um with IP65 enclosures for daily hose-down. Different machines, different risks, and the URS is where you choose which risk you are buying against.

One line applies to every project, regulated or not, and it is one people leave out and argue about later: which market the machine is placed on, and on a retrofit, how far the modernisation goes.

How Do Requirements Get Traced Through Design and Test?

Through a matrix built from the URS as it is written, one row per numbered requirement, growing as the project moves. That last point is the whole argument. Reconstructing traceability at the end means reading test records backwards to guess what each was proving, and the requirements nobody tested are exactly the ones that exercise will miss.

The worked example on our computer system validation page traces one fill accuracy requirement from end to end, and it is worth reading as a description of who writes what.

Trace step Content in the worked example Who produces it
Requirement identifier URS-014 You, at the moment the requirement is written
Requirement Fill volume accuracy within ±0.5% of target across the declared range You
Risk classification Critical, direct product quality impact You, with your quality unit
Specification reference FS-3.2 dosing control, DS-7 pump and servo selection The builder, during design
Test reference OQ-11 volume challenge at range limits, PQ-04 batch performance The builder, with your quality unit approving the protocol
Result and deviation Pass, or a deviation number with its disposition and approval Executed jointly, signed by the approver

Read the right-hand column and the reason for writing the identifier first becomes obvious. Rows two and three are yours and nobody else can supply them. Rows four and five cannot be written until row one exists, because there is nothing to reference. A requirement that was never numbered has no place to be traced to, so it drops out of the design conversation without anyone deciding to drop it.

Keep the same table on an unregulated project, with the test reference pointing at a factory acceptance item instead of a qualification protocol. Beyond proving coverage it makes scope changes visible, since a requirement arriving in week nine has to become a row with a test against it, and at acceptance it gives you a list to walk rather than an argument to have.

Does a Good URS Actually Make Quotations Comparable?

This is the commercial reason to do the work. Two proposals naming the same robot can differ by a wide margin without either being wrong, because the arm is one line on the bill of materials and the engineering is in the other rows. Without a numbered requirement list you are comparing documents that describe different machines in similar language.

Ask for the response in the shape of your document: a line-by-line compliance statement against your numbering, marked comply, comply with comment, or exception. Read the exceptions before the prices. An exception is a supplier telling you where your specification is wrong, and a detailed URS drawing no exceptions at all is worth one more question about how closely it was read.

Five things are easy to leave out of a quotation when the URS leaves room for them, and each can return later as a change order.

  • Part presentation and feeding. The station can only work on a part that arrives correctly oriented at the right moment, and feeding difficulty is set by the part rather than the machine around it.
  • Safety scope and its evidence. Guarding, interlocks, the safety circuit and the measurements that prove stopping performance on the built cell, rather than a distance asserted on a drawing. That scope is on our machine safety and CE marking page.
  • The interface work at both ends. Conveyor tie-ins, signal exchange, and whatever has to be done to an existing controller before it can be extended safely.
  • Documentation, spares and training. Drawings, schematics, program archives, manuals, and the training that lets your team run the machine without calling the builder for every adjustment.
  • Acceptance testing scope. What is demonstrated at factory acceptance, on whose parts, with whom present, and what is deferred to site.

Then ask every bidder the same question: who owns the cycle time number on our actual parts? A rate from a datasheet and a rate timed on your product are different claims. The wider evaluation framework, including the trap where the lowest-priced proposal often generates the highest total project cost once change orders, rework and extended commissioning are counted, is in our guide to choosing an automation system integrator.

What Should a URS Not Contain?

The honest list, because a document trying to do everything does none of it well.

Not the mechanism, unless the constraint is real. The test is whether you can state the reason. A constraint with a reason attached survives; a preference dressed as a requirement is easy to value-engineer away.

Not another site’s requirements. A borrowed URS carries a borrowed format envelope, a borrowed rate and sometimes a borrowed regulator. Useful as a checklist of section headings, dangerous as a source of content.

Not commercial terms. Payment milestones, liquidated damages, warranty periods and delivery terms belong in the contract. Mixing them in puts commercial negotiation into a technical review meeting.

Not requirements you cannot verify at acceptance. A twenty-year design life cannot be tested at a factory acceptance test. Convert it into things that can be inspected: component ratings, duty classes, material specifications, service intervals and spares availability.

Not a moving product. The most common schedule risk on a custom machine is late finalisation of the product design, because if the geometry changes after detail engineering starts, the machine design changes with it. Record which product revision the machine is built to, and freeze it before detail engineering begins. The phase structure behind that is in our write-up on special purpose machine design.

Not a custom machine, where a standard one does the job. Write the process description before the equipment description for exactly this reason. If a catalogue machine covers your process at your rate, the URS should be able to reveal it, and any builder worth dealing with will say so rather than quote around it.

Two limits on our own side. We are not a notified body and we do not issue CE certificates, so third-party certification is not ours to give. And we will not sign off your URS as an independent reviewer, because the same team cannot write your requirements and then be measured against them.

How Do You Get a First Draft Written This Week?

Run these in order. An honest, incomplete first draft beats a polished one from a template, because the gaps are visible.

  1. Describe the process as it runs today, manual steps included, and mark every point where an operator judges something by eye. Those judgements are easy to leave out of a specification.
  2. List every variant with dimensions, weights and real tolerances, marked for what runs now, what is committed, and what is aspiration.
  3. Write the rate twice, sustained across a shift and peak, and say which one the machine is bought to hold.
  4. Write the acceptance criterion beside every requirement as you go. If you cannot, leave the line marked unfinished rather than smoothing it over.
  5. Measure the site. Power, air, extraction, drainage, network, footprint, access route, ceiling height, floor condition, and the interface height and pitch of the line it joins.
  6. Name the signals and their owners, and send that list to whoever owns the equipment on either side before it reaches a supplier.
  7. Settle the regulatory scope and the market, including whether any record the machine creates has to be retained.
  8. Number everything and start the matrix, even if the only columns you can fill are the identifier, the requirement and the verification method.

Lead time runs 16 to 24 weeks from concept approval to factory acceptance testing on a standard build, and 24 to 32 weeks where cleanroom compatibility or full GMP validation applies, with concept design taking 2 to 4 weeks of that and detail engineering 4 to 6. The URS has to exist before the first window opens, because concept is where the mechanism is chosen and the requirements are what it gets chosen against.

Next step: Send five things and we will mark up your draft instead of sending you a template. One: the specification you have, however rough. Two: the variant list with dimensions, weights and tolerances, marked for what runs now and what is committed. Three: the sustained rate and shift pattern, and how you intend to measure rate at acceptance. Four: a layout or photograph of the space with ceiling height, access route and the line it joins. Five: the regulatory scope, and whether any record the machine creates has to be retained. We will come back with the lines that cannot be tested, the ranges that are pricing the machine, and the requirements that are missing rather than wrong.

Which standard editions apply right now?

The editions below are the ones we design and document against on current projects. We check them on the date shown rather than assuming last year's edition still holds.

StandardCurrent editionWhat it means for your machine
Regulation (EU) 2023/1230 — the EU Machinery Regulation (EU) 2023/1230 (changeover pending) Replaces Machinery Directive 2006/42/EC for machines placed on the EU market from 20 January 2027. There is no transitional period: 2006/42/EC applies up to 19 January 2027 and the Regulation applies from the next day, on the European Commission's wording 'on a mandatory basis as of 20 January 2027'. Before that date a manufacturer may declare conformity with the new Regulation voluntarily on the EU Declaration of Conformity, so a machine being built now can be documented against it early. It is also the first EU machinery law to put software integrity, updates and connected functions alongside mechanical safety, which changes what a machine builder has to document for a networked line.
Modified machinery as new machinery — Machinery Directive 2006/42/EC scope rule Directive 2006/42/EC (applies until 19 January 2027) The European Commission states the Directive applies to products placed on the EU market for the first time 'or when existing machinery is modified to such extent that it becomes de facto new machinery'. For a retrofit this is the decision that sets the cost: a modernisation that crosses that line puts the party doing it in the position of placing new machinery on the market, with the conformity work that follows, while one that stays below it does not. Where the line sits is a judgement made per project, not a number, and it has to be settled before the scope is fixed rather than after.

Editions last checked 1 September 2026. Standards bodies revise on their own schedule, so confirm the edition that applies to your contract before it is signed.

Frequently Asked Questions

What is a URS for a machine, and who writes it?

A user requirement specification is the buyer's document, and it states what the machine has to achieve rather than how it should be built. You write it because you own the process, the product, the site and the rate; the builder owns the mechanism that meets it. On a custom machine the URS is also where your constraints first exist in writing, before anyone spends money: the variants you actually run, the space the machine has to fit, the signals it has to exchange with the line above and below it, and what has to be provable at handover. Motionwell reviews a URS and challenges its lines for testability before design starts, but the document stays yours and your quality unit approves it.

Should a URS name the technology, or only the requirement?

Only the requirement, with one honest exception. Naming a robot brand, a feeder type or a camera architecture looks like clarity and usually removes the cheaper answer before anyone has drawn a layout. State the need and let the builders compete on the mechanism. The exception is a genuine site constraint: if your maintenance team stocks spares for one PLC platform and has been trained on it, that is a real requirement and it belongs on the list with the reason attached. Write it as a constraint with a justification rather than as a design instruction, so it survives value engineering instead of being quietly dropped.

Does a good URS actually make quotations comparable?

Yes, and not much else does. Two proposals naming the same robot can differ by a wide margin without either being wrong, because most of the money on a custom machine sits in the work around the arm rather than in the arm. Number every requirement and ask each bidder to respond line by line with comply, comply with comment, or exception. That turns a pile of differently shaped documents into one table where the gaps are visible before the order rather than after commissioning. Then ask each bidder who owns the cycle time number on your actual parts, and read the exceptions before you read the prices.

Not sure what configuration fits your product?

Talk to our engineering team. We will help you map the right approach.