| Scope boundary | Is the product equipment, apparatus, or a fixed installation whose electromagnetic emissions or immunity must be assessed under Directive 2014/30/EU? | Is the product machinery, a related product, or partly completed machinery, and which machinery instrument applies on its placing-on-the-market or putting-into-service date? | Start with both questions for electrically controlled machinery. A yes on the machinery side does not automatically answer the EMC side, and a passed EMC assessment does not close the machinery safety file. |
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| Covered actors | The EMC Directive assigns duties to manufacturers, authorised representatives, importers, and distributors. For apparatus, the manufacturer owns the conformity assessment, technical documentation, EU declaration of conformity, and CE marking basis. | Machinery law assigns duties according to the product and role, including the manufacturer of machinery or related products and the person placing partly completed machinery on the market. Importer and distributor duties also apply under Regulation (EU) 2023/1230 when it becomes applicable. | Identify the legal manufacturer and supply-chain role for each product boundary. A machine integrator can have machinery responsibilities and may also be the EMC manufacturer of the apparatus or combination it places on the market. |
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| Trigger | Run the EMC analysis when equipment is liable to generate electromagnetic disturbance or its performance is liable to be affected by disturbance. Assess relevant phenomena, intended environments, normal operating conditions, and representative configurations. | Run the machinery analysis when the product meets the applicable definition of machinery, a related product, or partly completed machinery. Identify intended use, reasonably foreseeable misuse, hazards, and safety functions under the instrument that controls on the placement or putting-into-service date. | An electrically controlled machine commonly triggers both analyses. Record the outputs separately so a reviewer can see which requirement each method, standard, and test satisfies. |
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| Technical documentation | The EMC technical file should show the apparatus description, design and operation information, requirements applied, standards used in full or part, other technical specifications, risk analysis, and evidence that emissions and immunity requirements are met. | The machinery file should show the machinery safety evidence and may cross-reference EMC reports only where they support a machinery safety claim, such as a control function's immunity to disturbance. | Use a shared index if helpful, but tag every document to EMC, machinery, or both. A shared folder is not the same as a shared legal basis. |
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| Declaration and CE marking | For EMC apparatus, the manufacturer draws up the EU declaration of conformity, keeps it with the technical documentation, and affixes CE marking when applicable EMC requirements are satisfied. | For machinery, CE marking and declaration claims must reflect the machinery conformity route as well as any other applicable Union acts. | One EU declaration can cover multiple Union acts, but it must identify the acts concerned. Do not list the EMC Directive unless the EMC conformity case is complete. |
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| Standards coverage | EMC standards support disturbance and immunity claims only for the essential requirements and phenomena they cover. | Machinery standards support machinery safety claims. They do not automatically prove EMC unless they also cover the relevant EMC requirement through the appropriate EMC basis. | Check the standards annexes and OJEU references before reusing a standards list across both columns. |
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| Fixed installations and installed machinery | A fixed installation is assembled and intended for permanent use at a predefined location. It has EMC essential requirements, but fixed installations are not subject to CE marking or an EU declaration under the EMC Directive. | Installed machinery may still need machinery safety documentation for the machine or installation context. The EMC fixed-installation treatment should not be mistaken for a machinery CE marking answer. | For plant, production lines, and large installed systems, separate the EMC status of the fixed installation from the CE status of any apparatus or machinery placed on the market. |
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| Timing and transition | Directive 2014/30/EU continues to apply to in-scope EMC equipment; its conformity evidence must match the apparatus or fixed-installation status and the product configuration being placed on the market or put into service. | Directive 2006/42/EC remains the main machinery regime through 19 January 2027. Regulation (EU) 2023/1230 generally applies from 20 January 2027. Machinery placed on the market under the Directive before that date can use the Regulation's transition rule, and existing EC type-examination certificates remain valid until they expire. | Record the placing-on-the-market or putting-into-service date and the machinery instrument used. The 2027 machinery cutover does not postpone or replace the separate EMC assessment. |
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| Practical decision rule | Ask whether the marketed product is EMC equipment, apparatus, or part of a fixed installation and whether its emissions or immunity fall within Directive 2014/30/EU after the exclusions and more-specific-law checks. | Ask whether the same product is machinery, a related product, or partly completed machinery, which instrument controls on the relevant date, and whether electromagnetic disturbance can affect a machinery safety requirement or safety function. | Complete both conformity cases when both answers are yes. Reuse a test report only for the specific EMC or machinery claim it supports, then identify every applicable Union act in the declaration and CE marking release package. |
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