A vendor-proof RTLS requirements template (industrial-ready)
RTLS projects go off-track when requirements are written as marketing adjectives:
“high accuracy,” “real-time,” “stable,” “low latency.”
Those words cannot be tested, so acceptance becomes an argument.
A production-grade RTLS specification should read like an engineering contract:
it defines what the system must output, where it must work, how fast it must respond,
and how the result will be verified.
1) Project scope and objectives
1.1 Scope statement (copy/paste)
- Site type: (factory / warehouse / tunnel / yard / mixed indoor–outdoor)
- Coverage boundary: list buildings/areas/floors; include excluded areas
- Primary objective: (safety / compliance / dispatch / productivity / audit)
- Go-live date and phases: pilot zone → expansion zones
1.2 Constraints
- Power constraints: PoE allowed? DC available? hazardous-area limitations?
- Network constraints: public internet allowed? only private network? gateway required?
- Installation windows: shutdown periods, access rules, height work permits
2) Define entities and identifiers (what you track)
- People: roles (operator, contractor, visitor), PPE requirements, tag form factor rules
- Vehicles: forklift, tugger, truck, crane, AGV; speed ranges and critical interaction zones
- Assets: pallets, tools, high-value equipment; whether they need continuous tracking or zone presence
Contract requirement: Every entity must have a stable ID that remains consistent across time, zones, and (if applicable) indoor/outdoor transitions.
3) Define zones, routes, and events (what must be produced)
3.1 Zones and routes
- Zones: restricted areas, hazardous areas, loading bays, work cells, mustering points
- Routes: tunnel segments, aisles, corridors, vehicle lanes
- Portals: indoor–outdoor doors, checkpoints, tunnel mouths, yard gates
3.2 Event catalog (copy/paste)
- Enter/leave zone
- Dwell time (e.g., “> X seconds in forbidden zone”)
- Route deviation (for tunnels/aisles)
- Proximity risk (person–vehicle, vehicle–vehicle, asset–hazard)
- Attendance/mustering (who is in which zone at a time)
Contract requirement: Events must be logged with timestamps, entity IDs, zone IDs, and event outcomes (triggered/acknowledged/closed).
4) Specify output level per area (the main cost lever)
Do not specify one output level for the entire site.
Most industrial sites need mixed output levels:
presence for most areas, 1D for linear spaces, and 2D/3D only for critical interaction zones.
| Area | Output level | Acceptance focus |
|---|---|---|
| Restricted areas / compliance zones | Presence | Entry/exit reliability + event latency |
| Tunnels / corridors / aisles | 1D | Progress consistency + handover behavior |
| Forklift-person interaction zones | 2D | Worst-zone error distribution + latency |
| Multi-floor complex spaces | 2D/3D (as needed) | Floor discrimination + edge-zone stability |
5) Performance budgets (write them so they are testable)
5.1 Accuracy requirements (recommended structure)
- Define test zones: list worst zones explicitly (corners, rack ends, portals)
- Use percentiles: specify P95 and P99 positional error per zone
- Define the scenario: walking path, vehicle path, traffic density, obstruction conditions
5.2 Latency requirements (non-negotiable for safety)
Latency must be end-to-end:
movement → position update → event detection → alarm output.
- Safety events: specify maximum latency under normal and peak load
- Non-safety events: can allow higher latency, but must be consistent
5.3 Update rate requirements (zone-specific)
- Specify update rate per entity type (people vs vehicles) and per zone (critical vs non-critical)
- Specify the allowed behavior when update rate drops (e.g., “mark as unknown” vs “hold last position”)
6) Infrastructure and architecture requirements
6.1 Power and installation
- Allowed anchor types (wired PoE / DC / wiring-free beacons) by area
- Mounting constraints (height range, permitted structures, environmental rating)
- Documentation requirements (mounting drawings, cable routes, labeling)
6.2 Networking and security
- Network mode: on-premise / private cloud / public cloud
- If public internet is restricted: gateway-based architecture and approved uplinks
- Role-based access, audit logs, and secure data transport requirements
7) Data, reporting, and retention (evidence trail)
- Real-time view: live positions and status
- Playback: track replay for investigation
- Retention: define minimum retention period (weeks/months) for tracks and events
- Exports: event logs and reports in a defined format for audit
8) Acceptance test plan (make it hard to “demo dodge”)
8.1 Required test artifacts
- Worst-zone map with marked test routes
- Test scripts (step-by-step actions)
- Raw logs and summary report (including failures)
8.2 Recommended acceptance tests
- Baseline consistency test: repeat the same route twice; results should be consistent.
- Worst-zone stress test: corners/portals/racks under real traffic conditions.
- Latency test: measure end-to-end event trigger time under normal and peak load.
- False alarm test: quantify false triggers at boundaries; require hysteresis behavior.
- Outage behavior test: define what happens if an anchor, gateway, or network path fails.
9) Handover deliverables (what you must receive before final payment)
- As-built package: anchor/beacon/gateway layout, IDs, mounting heights, photos
- Configuration export: zones, rules, thresholds, schedules
- Maintenance SOP: battery plans, replacement schedule, spare parts list
- Re-validation procedure: what to re-test after site changes
- Training: operator training + admin training
10) Optional appendix: mapping requirements to hardware families
If your solution includes a mix of infrastructure types, define where each family is allowed:
- PoE anchors: permanent areas requiring stable timing and predictable uptime
- Wiring-free UWB beacons: retrofit or construction-restricted areas with battery maintenance programs
- Tunnel/linear base stations: long corridors or tunnels requiring controlled handovers
- Gateways: restricted networks or segmented field deployments
- Outdoor GPS RTK chain: yard/port/mining coverage with reference station and correction delivery
TL;DR
Most RTLS procurement failures are not technical—they are contractual. Teams buy “accuracy” and later discover they needed event correctness in worst zones, with defined latency, retention, and operational handover.
This template turns RTLS into a set of testable requirements: entities, zones, events, performance budgets, acceptance tests, infrastructure constraints, and deliverables. It is designed to produce quotes that are comparable and projects that can be signed off without endless disputes.
Key takeaways
- Write requirements around outputs and events, not around a single accuracy number.
- Define worst zones up front; acceptance must be measured there.
- Separate output level (presence / 1D / 2D/3D) by area—this is the main cost lever.
- Contract for end-to-end latency (movement → event → alarm), not “system response” wording.
- Demand a deliverable set (drawings, test scripts, logs, maintenance plan) so handover is operational, not cosmetic.
- Require a re-validation rule after layout changes; RTLS is sensitive to physical environment drift.
Quick facts
FAQ
Why not just specify “30 cm accuracy” and be done?
Because accuracy without zone definition and percentile thresholds is untestable. A system can be “30 cm” in open space and unreliable in corners and portals where your events actually happen.
What should I ask vendors to prove during acceptance?
Proof should be event-based: entry/exit reliability, proximity event correctness, end-to-end latency, and worst-zone repeatability—with logs and scripts.
How do I keep the project from turning into endless tuning?
Lock the test zones and acceptance criteria early. If requirements are clear, tuning converges; if requirements are vague, tuning never ends.
Can I mix presence and 2D/3D in one site?
Yes—and you usually should. Presence for non-critical areas keeps cost and noise down; 2D/3D is reserved for zones where spatial relationships truly matter.
What should trigger re-validation after go-live?
Layout changes: racks moved, machines relocated, new metal structures installed, portals modified, or anchors moved. Those changes can materially affect performance in worst zones.