FAQEU

EU Machinery Regulation FAQ

Direct answers to recurring questions on machinery scope, related products, partly completed machinery, high-risk Annex I categories, Article 25 modules, digital instructions, software, cybersecurity, substantial modification, and CE documentation.

The answers focus on what changes product classification, conformity assessment, documentation, and market placement under Regulation (EU) 2023/1230.

Author
Sorena AI
Published
May 9, 2026
Updated
Oct 15, 2026
12 sections8 primary sources9 FAQ modules
Overview

This FAQ answers practical questions for manufacturers, importers, distributors, integrators, and product teams preparing machinery or related products for the EU market under Regulation (EU) 2023/1230.

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These focused FAQ modules break this artifact into narrower answer sets so teams can move straight to the right source-backed guidance.

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Focused FAQ modules
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FAQ module

Declaration of Conformity vs Declaration of Incorporation | Machinery Regulation FAQ

FAQ on when machinery needs an EU Declaration of Conformity and when partly completed machinery needs an EU Declaration of Incorporation under Regulation (EU) 2023/1230.

4 items
FAQ module

How to map Annex III EHSRs under the EU Machinery Regulation | Machinery Regulation FAQ

FAQ on mapping Annex III essential health and safety requirements to hazards, risk reduction, software controls, technical documentation, and Annex I classification under Regulation (EU) 2023/1230.

6 items
FAQ module

Machinery Regulation and EU AI Act overlap for AI-enabled safety functions

FAQ on Machinery Regulation overlap with the EU AI Act for self-evolving or machine-learning safety functions, Annex I categories, standards work, and technical documentation boundaries.

4 items
FAQ module

Machinery Regulation cybersecurity evidence FAQ

What cybersecurity evidence connected or software-enabled machinery should keep for protection against corruption, safety-related control systems, and machinery risk assessment.

4 items
FAQ module

What counts as machinery under Regulation (EU) 2023/1230?

FAQ on the Machinery Regulation definition of machinery, including assemblies, drive systems, missing components, software, related products, partly completed machinery, safety components, and exclusions.

5 items
FAQ module

When can a software update affect Machinery Regulation compliance?

FAQ on when machinery software updates can trigger Machinery Regulation review, including safety functions, substantial modification, corruption protection, instructions, and CE technical-file evidence.

4 items
FAQ module

When does used or modified machinery need a new conformity assessment? | Machinery Regulation FAQ

FAQ on used and modified machinery under Regulation (EU) 2023/1230, including substantial modification, first EU use, technical documentation, and market surveillance evidence.

6 items
FAQ module

When is a notified body needed under the EU Machinery Regulation?

FAQ on when Machinery Regulation Annex I products need a notified body, how to find designated bodies, and what manufacturers still own.

4 items
FAQ module

Which Article 25 conformity assessment module applies? | EU Machinery Regulation FAQ

FAQ on Article 25 of Regulation (EU) 2023/1230: Module A, Module B plus C, Module H, Module G, Annex I triggers, notified body involvement, and technical file evidence.

4 items
Question 1

What products are in scope of the EU Machinery Regulation?

Regulation (EU) 2023/1230 applies to machinery, interchangeable equipment, safety components, lifting accessories, chains, ropes and webbing for lifting, removable mechanical transmission devices, and partly completed machinery. Those products are grouped in the Regulation as products within its scope.

The scope check should also look for exclusions. Article 2 excludes categories such as certain transport means, seagoing vessels and offshore units, military or police machinery, research machinery for temporary laboratory use, mine winding gear, machinery moving performers during artistic performances, specified electrical and electronic products covered by the Low Voltage Directive or Radio Equipment Directive, and high-voltage switchgear, control gear, and transformers.

  • Treat safety components as in scope even when the component is digital or software-based and independently placed on the market for a safety function.
  • Do not assume an electrical product is machinery: Article 2 excludes listed electrical and electronic product categories when they fall under Directive 2014/35/EU or Directive 2014/53/EU.
  • Use Article 9 when another, more specific Union harmonisation law covers a particular risk: the does not apply to that product to the extent the more specific law covers the risk.
Question 2

How does the Regulation define machinery?

The definition is broader than a finished machine with a motor already installed. Article 3 covers linked parts or components where at least one moves and the assembly has, or is intended to have, a drive system other than directly applied human or animal effort. It also covers assemblies missing only site connection components, assemblies ready to function only when mounted on transport or installed in a building or structure, integrated assemblies of machinery, manually powered lifting assemblies, and assemblies missing only the upload of software intended for the manufacturer's specific application.

That last category matters for software-defined products: a physical assembly can be machinery even before the final application software is uploaded if the Regulation's other machinery definition elements are met.

  • Check the moving-part, drive-system, and specific-application elements first.
  • Check whether installation, energy connection, transport mounting, or software upload is the only missing element.
  • For integrated lines or cells, assess whether the machines are arranged and controlled to function as an integral whole.
Question 3

What is partly completed machinery?

Partly completed machinery is an assembly that is not yet machinery because it cannot by itself perform a specific application and is intended only to be incorporated into or assembled with machinery, other partly completed machinery, or equipment so that the final result forms machinery.

It is not CE-marked as finished machinery under the route. Before placing partly completed machinery on the market, the manufacturer must draw up Annex IV Part B technical documentation, demonstrate the relevant Annex III essential health and safety requirements in that technical documentation, provide assembly instructions, and draw up an EU declaration of incorporation under Article 22.

  • Use a declaration of incorporation for partly completed machinery, not an EU declaration of conformity for finished machinery.
  • Keep the technical documentation and declaration of incorporation available for at least 10 years after the partly completed machinery is placed on the market.
  • If the partly completed machinery includes safety-related software, source code or programming logic can be requested by authorities where necessary to check Annex III compliance.
Question 4

Which Annex I categories require special conformity assessment?

Annex I is split into Part A and Part B. Part A categories require one of the Article 25(2) procedures and do not allow the ordinary internal production control route. Part A includes removable mechanical transmission devices and their guards, vehicle servicing lifts, portable cartridge-operated fixing and other impact machinery, safety components with fully or partially self-evolving behaviour using machine learning approaches ensuring safety functions, and machinery embedding such systems where they have not been placed independently on the market, in respect only of those systems.

Part B contains a wider list of machinery categories. For Part B, internal production control is possible only when the product is designed and constructed in accordance with harmonised standards or common specifications specific to that category and covering all relevant essential health and safety requirements. Otherwise, Article 25 requires a notified-body-involved route.

  • Annex I Part A: choose module B (EU type-examination) plus C (conformity to type through internal production control), module H (full quality assurance), or module G (unit verification).
  • Annex I Part B: module A (internal production control) is available only when the relevant harmonised standards or common specifications fully cover the category and relevant essential health and safety requirements (EHSRs).
  • Not listed in Annex I: Article 25(4) points to internal production control, while the product still must meet the applicable Annex III requirements.
Recommended next step

Review Machinery Regulation scope and CE evidence

Use Sorena to check whether a machinery product, related product, partly completed machinery item, software change, or substantial modification changes the applicable conformity assessment and documentation route.

Question 5

When is a notified body needed under Article 25?

A notified body is needed when the chosen Article 25 route is EU type-examination followed by conformity to type, full quality assurance, or unit verification. For Annex I Part A, the manufacturer or substantial modifier must use one of those routes. For Annex I Part B, a notified body is needed unless the product can use internal production control because the relevant harmonised standards or common specifications fully cover the category and relevant EHSRs.

If the product is not listed in Annex I, Article 25(4) applies internal production control. Even then, the manufacturer must still draw up technical documentation, perform risk assessment, demonstrate Annex III conformity, issue the EU declaration of conformity, and affix CE marking.

  • The Commission machinery page points manufacturers to the NANDO system for bodies notified under the Machinery Directive and .
  • If a notified body is involved in the conformity assessment route listed in Article 24(3), the CE marking is followed by that notified body's identification number.
  • Unregulated voluntary certificates are not the same as notified-body conformity assessment under EU harmonisation legislation.
Question 6

Can Machinery Regulation instructions and declarations be digital?

Yes. Article 10 allows instructions for use to be provided in digital format for machinery and related products, and Article 11 allows digital assembly instructions for partly completed machinery. The manufacturer must mark how to access them, provide them in a form the user or incorporator can print, download, and save, and keep them accessible online for the expected lifetime of the machinery or related product and for at least 10 years after placing on the market. For partly completed machinery, digital assembly instructions must remain online for at least 10 years after placing on the market.

Paper is still required in some cases. If the user or incorporator requests paper instructions at purchase, the manufacturer must provide them free of charge within one month. For machinery or related products intended for non-professional users, or reasonably foreseeable to be used by them, essential safety information for putting into service and safe use must be provided in paper format.

  • Digital EU declarations of conformity and incorporation can be provided through an internet address or machine-readable code in the relevant instructions.
  • Digital declarations must remain accessible online for the expected lifetime and at least 10 years for machinery or related products, and at least 10 years for partly completed machinery.
  • Instructions and safety information must be clear, understandable, legible, and in a language easily understood by users as determined by the relevant Member State.
Question 7

What changed for software and cybersecurity?

The Regulation expressly treats some software and data as safety-relevant. A safety component can be physical or digital, including software. Annex III requires protection against accidental or intentional corruption for safety-critical software, data, and relevant hardware connections, and requires the machinery or related product to identify software necessary for safe operation.

For control systems, Annex III requires resilience against faults, logic errors, foreseeable human error, and reasonably foreseeable malicious attempts from third parties leading to a hazardous situation. For safety software uploaded after placing on the market or putting into service, the tracing log of interventions and versions must be enabled for five years after upload, exclusively for demonstrating conformity to competent authorities on request.

  • Technical documentation can need source code or programming logic of safety-related software when authorities reasonably request it to check Annex III compliance.
  • For sensor-fed, remotely driven, or autonomous machinery where safety operations are controlled by sensor data, Annex IV calls for descriptions of system characteristics, capabilities, limitations, data, development, testing, and validation processes where appropriate.
  • Article 20 provides a presumption of conformity for Annex III sections 1.1.9 and 1.2.1 when the relevant coverage comes from an EU Cybersecurity Act certification scheme whose references are published in the Official Journal.
Question 8

What happens to used or modified machinery?

The focuses on machinery and related products made available on the market or put into service. For existing products, the key Machinery Regulation trigger is substantial modification after the product has been placed on the market or put into service. Article 3 defines substantial modification as a physical or digital change not foreseen or planned by the manufacturer that affects safety by creating a new hazard or increasing an existing risk and requires specified additional protective measures.

A person carrying out a substantial modification is treated as a manufacturer for that machinery or related product, or for the affected part of an assembly where the risk assessment shows the modification affects only that part. That person must ensure and declare conformity on its sole responsibility and apply the relevant Article 25 conformity assessment procedure. A non-professional user who substantially modifies machinery for their own use is not treated as a manufacturer under Article 18.

  • Importer or distributor obligations can also become manufacturer obligations if they sell under their own name or trademark or modify a product so compliance might be affected.
  • For used machinery that was already placed on the market before 20 January 2027 in conformity with Directive 2006/42/EC, Article 52 says Member States shall not impede its making available on the market.
  • Keep the modification risk assessment with the technical file because Article 18 uses that assessment to determine whether the whole machine or only an affected part of an assembly is in scope.
Question 9

How does machinery law overlap with AI, electrical safety, EMC, and radio law?

The does not supersede every other EU product law that may apply to the same product. Article 9 says that where a more specific Union harmonisation law wholly or partly covers risks addressed by Annex III EHSRs, the Machinery Regulation does not apply to that product to the extent the more specific law covers those risks. Article 21 also anticipates products subject to more than one Union legal act requiring an EU declaration of conformity and allows a single declaration covering all of them.

For the Low Voltage Directive (LVD) and Radio Equipment Directive (RED), Article 2 expressly excludes specified electrical and electronic categories when they fall within Directive 2014/35/EU or Directive 2014/53/EU, including household appliances for domestic use that are not electrically operated furniture, audio and video equipment, information technology equipment, ordinary office machinery except additive printing machinery for producing three-dimensional products, low-voltage switchgear and control gear, and electric motors. For AI, Annex I Part A captures safety components and embedded systems with fully or partially self-evolving behaviour using machine learning approaches ensuring safety functions. Regulation (EU) 2026/1744 entered into force on 27 July 2026 and separately places the Machinery Regulation in Section B of AI Act Annex I. For high-risk AI systems related to Section B products, amended AI Act Article 2(2) keeps only specified AI Act provisions directly applicable and new Machinery Regulation Article 8 requires delegated acts integrating substantive high-risk requirements into Annex III by 2 August 2028. The official EU notified-body legislation list includes active entries for both the AI Act and the Machinery Regulation. For electromagnetic compatibility (EMC), electrical or electronic machinery projects should check Directive 2014/30/EU separately when the product can generate or be affected by electromagnetic disturbance.

  • Do not collapse all laws into one checklist: identify which risks are handled by the and which are handled by more specific Union harmonisation legislation.
  • If multiple EU acts require declarations, keep the single EU declaration precise by listing the applicable Union legal acts and publication references.
  • For AI-enabled safety functions, distinguish Annex I product categories from AI Act Annex I legislation, apply the AI Act Article 6(1) classification test, and track the delegated acts that will integrate high-risk AI requirements into Machinery Regulation Annex III.
Question 10

What are the Machinery Regulation transition dates?

The general application date is 20 January 2027. Directive 2006/42/EC is repealed with effect from the same date. Products placed on the market in conformity with Directive 2006/42/EC before 20 January 2027 can continue to be made available on the market under the Article 52 transitional provision.

Several provisions apply earlier. Articles 26 to 42 on notification of conformity assessment bodies apply from 20 January 2024. Article 50(1) on Member State penalty rules applies from 20 October 2026. Article 6(7), Article 48, and Article 52 apply from 19 July 2023. Article 6(2) to (6), (8), and (11), plus Articles 47 and 53(3), apply from 20 July 2024.

For projects spanning the transition, keep a dated release decision showing which product configuration was first placed on the market under which legal regime. A design still in development before 20 January 2027 is not covered by the transition merely because engineering began under the Directive.

  • Before 20 January 2027, retain the required Machinery Directive conformity basis. The Commission allows an additional statement of conformity where applicable, but it needs evidence and does not replace Directive compliance.
  • Do not place products on the EU market after 20 January 2027 relying only on Machinery Directive conformity when the applies.
  • Keep EC type-examination certificates and approval decisions issued under Directive 2006/42/EC under review because Article 52 says they remain valid until they expire.
Question 11

What CE documentation should a machinery manufacturer keep?

For machinery and related products, Article 10 requires the manufacturer to draw up Annex IV Part A technical documentation, apply or have applied the relevant Article 25 conformity assessment procedure, draw up the EU declaration of conformity under Article 21 after conformity is demonstrated, and affix CE marking under Article 24. The manufacturer must keep the technical documentation and EU declaration of conformity available to market surveillance authorities for at least 10 years after the product is placed on the market or put into service.

Annex IV Part A technical documentation includes a complete product description and intended use, risk assessment, applicable EHSR list, protective measures and residual risks, drawings and explanations, applied harmonised standards or common specifications, other technical specifications where standards are not fully applied, test and inspection results, production conformity measures, instructions, relevant declarations for incorporated products, series-production controls, safety-related software material where requested, and specific material for sensor-fed, remotely driven, or autonomous machinery where appropriate.

  • For partly completed machinery, use Annex IV Part B technical documentation, assembly instructions, and the EU declaration of incorporation.
  • The EU declaration of conformity must be continuously updated and translated into the language or languages required by the Member State where the product is placed on the market, made available, or put into service.
  • CE marking must be visible, legible, and indelible on the machinery or related product, or on packaging and accompanying documents when the product nature prevents direct marking.
Question 12

Can an internal market emergency change the normal conformity route?

Only under narrow conditions. Articles 25a to 25e of the current consolidated apply when the Commission has activated the internal market emergency procedures for machinery or related products and has designated the product as crisis-relevant. Depending on the implementing measures, the framework can prioritise notified-body work, allow a time- and territory-limited national authorisation in specified circumstances, or provide temporary standards or common specifications.

The emergency provisions are not a general self-certification option and do not erase the product's Annex I classification. A manufacturer relying on them should retain the activating and designating EU acts, the evidence that the product is covered, any national authorisation, its territory and expiry date, traceability and continuing-assessment conditions, market-surveillance communications, and the measures required when the emergency expires or is deactivated.

  • Do not use Articles 25a to 25e unless both conditions are documented: an activated internal market emergency for the relevant machinery or related products and a crisis-relevant product designation.
  • A national authorisation under Article 25c applies only in the authorising Member State unless other Member States accept it under the Regulation's procedure.
  • Machinery or related products placed under an Article 25c authorisation do not bear CE marking under that derogation; the authorisation must state its validity end date and any post-emergency measures.
  • After the emergency ends, reassess whether temporary presumptions or authorisations remain usable and complete the follow-up required by the applicable act or authorisation.
Primary sources

References and citations

eur-lex.europa.eu12 citations
Referenced sections
  • Primary legal source for Machinery Regulation scope, definitions, economic-operator duties, digital instructions, Article 25 conformity assessment, Annex I categories, Annex III EHSRs, Annex IV technical documentation, CE marking, and transition.
  • Supports the scope list, exclusions, safety-component definition, and Article 9 rule for more specific Union harmonisation legislation.
  • Article 3 defines machinery, including assemblies missing only software upload for the manufacturer's intended application.
Show 9 more
  • Supports the Article 3 definition of partly completed machinery and Article 11 documentation, assembly-instruction, and declaration duties.
  • Supports Annex I Part A and Part B categories and Article 25 conformity-assessment routes.
  • Supports Article 24 and Article 25 rules for conformity assessment procedures and notified-body identification numbers.
  • Supports the digital instructions, paper-request, non-professional-user safety information, and digital declaration rules in Articles 10 and 11.
  • Supports safety-component software coverage, Annex III protection against corruption, control-system requirements, logging periods, and Annex IV software documentation.
  • Supports substantial modification, manufacturer-obligation transfer, and Article 52 treatment of products placed on the market before 20 January 2027.
  • Supports Article 9 overlap handling, LVD and RED-related exclusions, Annex I machine-learning safety-function categories, and Article 21 single-declaration handling.
  • Supports repeal, transition, certificate validity, and application dates in Articles 51, 52, and 54.
  • Supports Article 10 documentation duties, Article 21 declarations, Article 24 CE marking, and Annex IV technical-documentation contents.
"on machinery"
More quoted passages
"This Regulation applies to machinery and the following related products"
"‘machinery’ means"
"‘partly completed machinery’ means an assembly which is not yet machinery"
"Categories of machinery or related products"
"Conformity assessment procedures for machinery and related products"
"The instructions may be provided in a digital format"
"Software and data that are critical"
"substantial modification"
"more than one Union legal act"
"It shall apply from 20 January 2027"
"Technical documentation for machinery and related products"
single-market-economy.ec.europa.eu3 citations
Referenced sections
  • Commission context for the machinery sector, Machinery Regulation adoption, NANDO references, and warnings about unregulated certificates.
  • Supports the Commission's reference to NANDO and its warning about unregulated certificates for harmonised products.
  • Supports the Commission context that the new Machinery Regulation was adopted and corrected for application dates.
"Machinery Regulation (EU) 2023/1230"
More quoted passages
"Find bodies notified under Machinery Directive 2006/42/EC"
"A corrigendum has been issued"
webgate.ec.europa.eu3 citations
Referenced sections
  • Official EU search page for notified bodies by legislation, used for Machinery Regulation and AI Act notified-body context.
  • Supports using the official EU notified-body search by legislation, including active Machinery Regulation entries.
  • Supports that the official EU notified-body legislation list includes active entries for Regulation (EU) 2024/1689 on artificial intelligence and Regulation (EU) 2023/1230 on machinery.
"notified bodies"
More quoted passages
"Regulation (EU) 2024/1689"
iso.org2 citations
Referenced sections
  • ISO source for machinery safety risk assessment and risk reduction context.
  • Supports the existence of ISO 12100 as a machinery safety standard for general design, risk assessment, and risk reduction context.
"Safety of machinery"
iso.org2 citations
Referenced sections
  • ISO source for machinery cybersecurity and IT-security consideration in relation to ISO 12100.
  • Supports the existence of ISO guidance for machinery manufacturers considering IT-security and cybersecurity aspects in relation to ISO 12100.
"IT-security (cyber security) aspects"
eur-lex.europa.eu2 citations
Referenced sections
  • Source that identifies EMC, LVD, and RED as Union harmonisation legislation references relevant to product-law overlap checks.
  • Official sources identify Directive 2014/30/EU, Directive 2014/35/EU, and Directive 2014/53/EU as Union harmonisation legislation references.
"Directive 2014/30/EU"
eur-lex.europa.eu
Referenced sections
  • Articles 25a to 25e establish the activation conditions, notified-body prioritisation, national-authorisation conditions, temporary presumption-of-conformity measures, and post-emergency effects for designated crisis-relevant machinery and related products.
"EMERGENCY PROCEDURES"
eur-lex.europa.eu
Referenced sections
  • Supports the 27 July 2026 entry into force, the Machinery Regulation's listing in AI Act Annex I Section B, the limited directly applicable AI Act provisions, and the Machinery Regulation Article 8 delegated-act mechanism applying by 2 August 2028.
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