Use this hub to decide whether an item is machinery, a or ; identify the manufacturer, authorised representative, importer, distributor or person making a ; and connect that role to the correct safety and market-access evidence.
Generally applies 20 Jan 2027Based on official sourcesNo signup required
Quick scan
Machinery
Classify the product
Start with the intended function, assembly state, market path, software dependence and whether the item is machinery, a or .
Map the safety case
Tie hazards and risk-reduction measures to , harmonised standards or other specifications, test evidence, residual risks, instructions and series-production controls.
Prepare the conformity file
For machinery and related products, prepare Annex IV Part A technical documentation, apply the route, issue the EU declaration of conformity and affix before placing on the market or putting into service.
Review this hub before design freeze, supplier integration, software release, classification, notified-body engagement, importer review, distributor listing, a , a change in the OJEU status or coverage of an applied standard, or an authority request. A person making a substantial modification is treated as the manufacturer for the affected product under Article 18, except for the Regulation's non-professional own-use case.
Key dates
20 Jan 2027
Applies
Annex III
EHSRs
Article 25
Modules
10 years
Records
What this hub helps you check
Scope and product boundary
Classify the item as machinery, one of the five related-product categories, , or an excluded product. Then apply Article 9 risk by risk where more specific EU harmonisation legislation covers the same hazard.
EHSRs and Annex I category
Map the mandatory essential health and safety requirements, then check whether the product falls in Part A, Annex I Part B, or outside Annex I. A standard supports conformity only for the requirements it covers; an OJEU-cited harmonised standard can create a presumption of conformity for that coverage.
Release evidence and CE route
Connect the ordinary route, technical documentation, EU declarations, , instructions, software records and authority-response records to the product model. instead uses assembly instructions and an EU declaration of incorporation. Articles 25a to 25e create narrow emergency procedures only after an EU internal-market emergency is activated and the product is designated as crisis-relevant.
Classify scope
Map Annex III EHSRs
Prepare CE evidence
Publication details
Editorial metadata for this artifact
Author
Sorena AI
Published
Feb 21, 2026
Updated
Jul 31, 2026
generally applies, and replaces , from 20 January 2027. Products placed on the market under the Directive before that date may continue to be made available, while products first placed on the market or put into service from that date must follow the Regulation. Classify scope first, then map safety requirements, the category, the conformity route and the records needed for the relevant market event.
Common starting points
Start with the machinery decision you need to make
Use these focused guides for the transition, product category, conformity assessment, or technical-file review under the EU Machinery Regulation. The complete guide library below covers the wider Regulation.
Move from the Machinery Directive to the Regulation
Use the Machinery for products first supplied or put into service before 20 January 2027. The Machinery governs products released from that date. Record the actual market event and keep the conformity file for the law that applied to it.
lists machinery categories that receive stricter conformity review. Part A always requires an independent route; Part B may use internal production control when harmonised standards cover every relevant requirement. Products outside Annex I normally use internal production control. contains the route choices.
Conformity assessment is the documented check that the product meets the Regulation before release. Connect the category and release date to the permitted route, technical documentation, EU declaration of conformity, and . Use a notified body only for a route that requires independent assessment.
contains the essential health and safety requirements () for design and construction, such as guarding, controls, ergonomics, noise, and instructions. Before accepting the technical file, trace each applicable requirement to the risk assessment, design measure, standard, test, instruction, declaration, and conformity route.
Track the Regulation text, transition from , category changes, harmonised-standard status, technical-documentation updates, digital instruction handling, EU declarations, and market-surveillance evidence for each product model.
Loading timeline...
Recommended reading path
Follow the machinery decision from scope to surveillance
New to the Regulation? Start by classifying the product and economic-operator role. If scope is already settled, jump to the route, implementation evidence, transition dates or a focused comparison.
1
Start here: scope, product category and role
Decide what the item is, whether an exclusion applies, who places it on the EU market and whether it is complete machinery, a related product, a safety component or partly completed machinery.
Build the safety case, technical file, declarations, instructions and software records, then reopen the assessment when a physical or digital change could affect safety.
Separate fixed legal dates from internal release gates, preserve Directive-era evidence and understand post-market and Member State enforcement consequences.
Resolve common questions and keep machinery safety duties distinct from the AI Act and other EU product legislation that may apply to the same product.
Manage Machinery Regulation scope and release evidence
This hub helps route Machinery Regulation work by product model, machinery category, economic operator, requirement set, classification, route, software evidence and EU market path. Assessment Autopilot can convert the release evidence into owned tasks; Research Copilot can support cited questions about scope, transition, technical documentation, digital instructions, notified-body routes and overlaps with other product law.
What this unlocks
Start with the product boundary, intended use, assembly state, safety components, related-product status, status, software dependencies and EU market path.
Use Assessment Autopilot to request EHSR mapping, risk assessment records, standards applied, deviations rationale, tests, instructions, EU declaration content, checks and Annex IV technical documentation.
Use Research Copilot for cited questions about transition, Part A and Part B classification, module selection, digital instructions, source-code requests and cybersecurity-related safety evidence.
Keep engineering, software, supplier, test-lab, quality, notified-body, importer, distributor, corrective-action and authority-response records connected to the same machinery file.