CE marking course header
  • Duration: 3 days
  • Location: On-site
  • Level: 2

The establishment of a harmonised regulatory framework for the design and construction of machinery is of vital economic importance to the European engineering industry providing safer machinery and making an important contribution to the reduction of the social cost of accidents and damage to health.

The aim of this CE marking course is to give machine manufacturers, modifiers, and those involved in pre purchase auditing a good understanding of what is required to demonstrate compliance with the Machinery Directive 2006/42/EC (MD) as well as other directives and the conformity processes that should be followed.

Entry Requirements

In order to benefit from this machinery directive training the attendees will require the following:

  • Basic understanding of how machinery works in your chosen industry
  • Basic understanding of how machinery is operated and maintained in your chosen industry

Note: Aspects of the conformity assessment procedure for CE marking machines will be completed by more than one individual. At least one of those individuals will have technical competence in mechanical, electrical and control system design.

Learning Outcomes

On completion of this course attendees will be able to:

Recognise when CE marking of machines is required and which Directives may apply.

There are a number of directives that may apply to your machine and in order to CE mark it you will need to comply with all directives that are applicable. You will be able to briefly explain the legal duties upon the suppliers/manufacturers of the constituent units and/or components parts of your machine and how the deliverable under these duties will be monitored and enforced where necessary.

Application, scope, terms and definitions

The MD uses new jargon and in order to work with it you will need to recognise, understand and apply it.

Know how to follow the conformity assessment procedure for CE marking of machines to the MD

There are three routes for conformity assessment to choose from and the exact process can vary depending on the project. You will understand the conformity assessment procedure most commonly applied and be made aware of the other two.

Find the correct EN standards for industry best practice

There are literally hundreds of standards applicable to machine safety. We will identify some of the main safety standards common to most machines.

Know how to establish a design risk assessment (DRA) team and process for a new project

You will understand the basis of design risk assessment for machinery in line with BS EN 12100 2010 including the 3 step method. You will discuss how to identify relevant stakeholders in the DRA process and a record keeping method.

Understand how functional safety specification is a product of the DRA

The specification of safety functions, performance levels, safety integrity levels, characteristics and behaviours are defined in order to achieve risk reduction in line with the original DRA.

Learn what to expect in the contents of the technical construction file.

The exact contents required may develop in line with that of the machine and the technical realisation of the final build, but you can have a good idea of what you expect to include and what documentation will come from the suppliers.

Learn the purpose of internal checks and discuss how these may be implemented

The arrangements for the final conformity assessment e.g. internal checks for conformity will vary from company to company but their purpose will be consistent.

Review of day one…

More Definitions used in the MD including:

Hazard, Danger zone, Exposed persons, Operator, Risk, Guard, Protective devices, Intended use, Reasonably foreseeable misuse

Use the Essential Health and Safety Requirements (EHSRs)

It is against the EHSRs that we must demonstrate and evidence your compliance. You will learn what they are, the intent and common EN standards used as a presumption of conformity. We will provide guidance and examples.

  • 1.1.2 Principles of safety integration
  • 1.1.2 (a) Principles of safety integration
  • 1.1.2 (b) The 3-step method
  • 1.1.2 (c) Preventing abnormal use
  • 1.1.2 (d) Constraints due to the use of PPE
  • 1.1.2 (e) Special equipment and accessories
  • 1.1.3 Materials and products used
  • 1.1.4 Integral lighting
  • 1.1.5 Handling of machinery and parts of machinery
  • 1.1.6 Ergonomic principles
  • 1.1.7 Operating positions in hazardous environments
  • 1.1.8 Seating and the provision of seats
  • 1.2 Control systems
  • 1.2.1 Safety and reliability of control systems
  • 1.2.2 Control devices
  • 1.2.2 – 1st indent - Identification of control devices
  • 1.2.2 – 2nd indent - Positioning of control devices
  • 1.2.2 – 3rd indent - Movement of control devices
  • 1.2.2 – 4th & 5th indents - Location and positioning of control devices
  • 1.2.2 – 6th indent - Preventing inadvertent operation of control devices
  • 1.2.2 – 7th indent - Strength of control devices
  • 1.2.2 – 2nd para. - Control devices to perform different actions
  • 1.2.2 – 3rd para. - Control devices and ergonomic principles
  • 1.2.2 – 4th para. - Indicators and displays
  • 1.2.2 – 5th & 6th paras. - Visibility of danger zones during starting
  • 1.2.2 – 7th para. - Location of control positions
  • 1.2.2 – 8th para. - Multiple control positions
  • 1.2.2 - last para. - Multiple operating positions
  • 1.2.3 Control of starting
  • 1.2.4.1 Normal stop control devices
  • 1.2.4.2 Operational stop
  • 1.2.4.3 Emergency stop devices
  • 1.2.4.4 Stop controls for assemblies of machinery
  • 1.2.5 Mode selection
  • 1.2.6 Failure of the power supply
  • 1.3 Protection against mechanical hazards
  • 1.3.1 Stability
  • 1.3.2 Break-up during operation
  • 1.3.3 Falling or ejected objects
  • 1.3.4 Sharp edges and angles and rough surfaces
  • 1.3.5 Combined machinery
  • 1.3.6 Variations in operating conditions
  • 1.3.7 Moving parts
  • 1.3.8.1 Moving transmission parts
  • 1.3.8.2 Moving parts involved in the process
  • 1.3.9 Uncontrolled movements
  • 1.4 Required characteristics of guards and protective devices
  • 1.4.1 General requirements for guards and protective devices
  • 1.4.2 Special requirements for guards
  • 1.4.2.1 Fixed guards
  • 1.4.2.2 Interlocking movable guards
  • 1.4.2.3 Adjustable guards restricting access
  • 1.4.3 Protective devices
  • 1.5 Risks due to other hazards
  • 1.5.1 Electricity
  • 1.5.2 Unwanted static electricity
  • 1.5.3 Energy supply other than electricity
  • 1.5.4 Errors of fitting
  • 1.5.5 Extreme temperatures
  • 1.5.6 Fire
  • 1.5.7 Explosion
  • 1.5.8 Reduction of noise emission
  • 1.5.8 – 2nd para. Comparative emission data
  • 1.5.9 Vibrations
  • 1.5.10 Ionising and non-ionising radiation
  • 1.5.11 External radiation
  • 1.5.12 Laser radiation
  • 1.5.13 Emissions of hazardous materials and substances
  • 1.5.14 Risk of being trapped
  • 1.5.15 Slips, trips and falls
  • 1.5.16 Lightning
  • 1.6 Maintenance
  • 1.6.1 Maintenance
  • 1.6.2 Access to operating positions and servicing points
  • 1.6.3 Isolation of energy sources
  • 1.6.4 Operator intervention
  • 1.6.5 Cleaning of internal parts

Review of day 2

Continued… Use the Essential Health and Safety Requirements (EHSRs)

  • 1.7 Information for users
  • 1.7.1 Information and warnings on the machinery. The official languages of the EU
  • 1.7.1.1 Information and information devices
  • 1.7.1.2 Warning devices
  • 1.7.2 Warning of residual risks
  • 1.7.3 – 1st & 2nd paras. Marking of machinery
  • 1.7.3 – 3rd para. Conformity marking for ATEX machinery
  • 1.7.3 – 4th para. Information essential for safe use
  • 1.7.3 - last para. Marking parts of the machinery to be handled with lifting equipment
  • 1.7.4 Instructions. The form of the instructions. The language of the instructions
  • 1.7.4.1 (a) & (b) The drafting and translation of instructions
  • 1.7.4.1 (c) Preventing foreseeable misuse
  • 1.7.4.1 (d) Instructions for non-professional users
  • 1.7.4.2 (a) & (b) Contents of the instructions – particulars of the machinery and the manufacturer
  • 1.7.4.2 (c) Inclusion of the EC Declaration of Conformity in the instructions
  • 1.7.4.2 (d) (e) & (f) Descriptions, drawings, diagrams and explanations
  • 1.7.4.2 (g) & (h) Intended use and foreseeable misuse
  • 1.7.4.2 (i) & (j) Assembly, installation and connection
  • 1.7.4.2 (k) Putting into service and use. Operator training
  • 1.7.4.2 (l) & (m) Information about residual risks
  • 1.7.4.2 (n) The essential characteristics of tools
  • 1.7.4.2 (o) Stability conditions
  • 1.7.4.2 (p) Transport, handling and storage
  • 1.7.4.2 (q) Emergency procedures and methods for unblocking
  • 1.7.4.2 (r) (s) & (t) Adjustment, maintenance and spare parts
  • 1.7.4.2 (u) The noise emission declaration
  • 1.7.4.2 (v) Implantable medical devices
  • 1.7.4.3 Sales literature

Learn how to write the instruction handbook

Provide general guidance on the contents of the instructions for use required from the suppliers of each unit.

Compile the technical construction file and reference to the EHSRs.

Evidence required by the Directive and applicable standards will be compiled and indexed to the EHSRs in order to construct the technical construction file. This is the evidence of conformity that may be requested due to enforcement action.

Our CE Marking courses are recommended for designers, integrators, modifiers and those involved in pre purchase auditing of machines. It is particularly important for those responsible for managing the conformity assessment process and moderating or guiding others.

This machinery directive training course is predominantly classroom based and can be run at venues to suit you. Alternatively, the CE marking course can be modified to include task based learning activities in the work place. We often run courses at our clients' locations outside and within the UK including London, Birmingham, Glasgow, Liverpool, Leeds, Sheffield, Edinburgh, Bristol and Manchester.

Your knowledge of the conformity assessment procedure will allow you adapt to different scenarios to ensure it continues to correctly document your machine’s compliance with the machinery directive. In addition, you will recognise common non-compliances for more complex scenarios and have a good level of knowledge regards the supporting standards.

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