How to do PTF

From the idea to the formally defined machine behavior

Introduction

The PTF process (Process – Technology – Function) is the structured way to develop from an idea or task a fully described, technically traceable and safe machine behavior to develop.

It forms the core of the methodical approach in modern automation projects: from the analysis of the process through the selection of the technology up to the description of the functions, which control the sequence.

The goal is, to reconcile understanding, documentation and implementation – before the first line of code is written or hardware is ordered.

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Why PTF?

Many projects start with technical solutions before the problem is clearly described. The PTF approach reverses the order:

First understand – then describe – then automate.

This creates a common understanding between:

• process engineering

• mechanics / electrical

• Automation / Software

• safety and quality

The result is a clear, formal model of the machine behavior that:

• is traceable at any time,

• can be documented in compliance with standards,

• and can be directly transferred into engineering or simulation tools.

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The three steps of the PTF process

Step	Goal	Result
1. Process (P)	Understand and describe, what happens	process flow, states, behavior
2. Technology (T)	Determine, with what it happens	components, interfaces, standards
3. Function (F)	Define, how it happens	function logic, parameters, safety

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Procedure – in brief

1. Understand the process → Clarify product, process, operation and sequence

2. Define technologies → Which means, components, interfaces and safety functions are required?

3. Describe functions → How will the process be implemented technically? Which parameters, conditions and checks apply?

4. Review and release PTF → Completeness, consistency, compliance with standards

5. Handover to engineering / simulation / documentation

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Result

After carrying out the PTF process there is a complete technical definition available:

• documented, traceable and released

• as a basis for process modeling for control, simulation, risk analysis and CE documentation

• and as a common language between all disciplines

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In short

PTF means: from behavior to function – logical, technical and safe.