MachineryRegulation (EU) 2023/1230

EU Machinery Regulation Compliance Hub

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
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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.

Compare the Directive and Regulation

Check the Annex I category

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.

Check the Annex I route

Choose the conformity and CE route

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.

Choose the conformity route

Review the technical file before release

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.

Use the technical-file review
Machinery Reference Points

Key records for Machinery Regulation release

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.

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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.

2

Risk, Annex I and conformity route

Map hazards to Annex III, determine the Annex I category and select the Article 25 route before design and conformity evidence are frozen.

3

Implementation, documentation and change control

Build the safety case, technical file, declarations, instructions and software records, then reopen the assessment when a physical or digital change could affect safety.

EU Machinery Regulation compliance checklist
Checklist for Regulation (EU) 2023/1230 covering scope, EHSR risk assessment, technical documentation, instructions, conformity assessment, EU declarations, CE marking, digital duties, transition, and market surveillance.
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EU Machinery Regulation compliance
Machinery Regulation compliance checklist covering scope, EHSR risk assessment, technical documentation, instructions, conformity assessment, EU declarations, CE marking, software, transition, and market surveillance.
Read guide
Machinery CE documentation template for Regulation (EU) 2023/1230
Template fields for Machinery Regulation CE documentation: product identity, scope, EHSR risk assessment, standards, tests, instructions, EU declaration, CE marking, notified body route, software, cyber, and substantial modification checks.
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Machinery Regulation Technical Documentation and Technical File
What to keep in the EU Machinery Regulation technical file: product identification, risk assessment, EHSR mapping, standards, tests, instructions, declarations, software evidence, retention, and notified-body records.
Read guide
Machinery Regulation technical file acceptance workflow
Release-gate workflow for accepting an EU Machinery Regulation technical file: scope, EHSR risk evidence, standards, tests, declarations, notified-body records, software, cyber, and signoff.
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Machinery Regulation digital instructions
EU Machinery Regulation guide to digital instructions for use: access marking, print and download access, paper copies, non-professional safety information, languages, and records.
Read guide
Machinery Regulation software and cybersecurity considerations
How Regulation (EU) 2023/1230 treats safety-related software, control systems, corruption protection, technical documentation, and cyber-safety risk evidence.
Read guide
EU Machinery Regulation: autonomous mobile and collaborative machinery
Official source guide to Regulation (EU) 2023/1230 requirements for autonomous mobile machinery, human-machine interaction, controls, software, cybersecurity, risk assessment, technical documentation, and conformity routes.
Read guide
EU Machinery Regulation: when does a modification constitute substantial modification?
Guide to substantial modification under Regulation (EU) 2023/1230: change triggers, risk assessment, EHSRs, technical documentation, conformity assessment, CE marking, and records.
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EU Machinery Regulation substantial modification decision workflow
Workflow for assessing substantial modification under Regulation (EU) 2023/1230: change facts, hazard and risk impact, manufacturer obligations, conformity assessment, CE marking, and evidence.
Read guide
4

Transition, deadlines and enforcement

Separate fixed legal dates from internal release gates, preserve Directive-era evidence and understand post-market and Member State enforcement consequences.

5

Comparisons and focused questions

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.

EU Machinery Regulation FAQ
Answers to Machinery Regulation questions on scope, partly completed machinery, Annex I categories, Article 25 conformity assessment, digital instructions, software, cybersecurity, transition, CE files, and overlap with other EU product laws.
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Machinery Regulation vs Machinery Directive
Official source comparison of Regulation (EU) 2023/1230 and Directive 2006/42/EC across legal form, timing, scope, digital instructions, cybersecurity, conformity assessment, documentation, and CE marking.
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Machinery Regulation vs EU AI Act: machinery safety overlap
A cited-source comparison of the EU Machinery Regulation and EU AI Act for machinery with AI-enabled safety functions, software, cyber-safety and technical documentation overlap.
Read guide
Machinery Regulation vs EMC Directive
Compare EU machinery safety duties with EMC duties for equipment, CE documentation, harmonised standards, declarations, and combined technical files.
Read guide
EU Machinery Regulation vs LVD
Compare the EU Machinery Regulation and Low Voltage Directive boundary for machinery EHSRs, electrical risks, excluded electrical products, CE documentation, and evidence reuse.
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EU Machinery Regulation vs Market Surveillance Regulation: compliance comparison
Compare Machinery Regulation product compliance duties with EU MSR market surveillance duties, authority requests, online sales, corrective action and evidence records.
Read guide
Machinery vs RED comparison
Compare EU Machinery Regulation and Radio Equipment Directive boundaries for machinery safety, radio equipment scope, CE documentation, and shared evidence.
Read guide
Next step

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.
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