ORBIS Compliance

Machinery

Machinery Safety Compliance and Certification

Machinery safety compliance for production, packaging, processing, and material handling equipment: risk assessment, technical files, CE marking, NRTL evaluation, and national machinery approvals across markets.

The category

Machinery compliance is about the technical file, and the technical file is about the whole machine.

Production machinery, packaging lines, food processing equipment, material handling systems, printing presses, woodworking and metalworking machines, and the countless special-purpose machines built for specific industries all share one regulatory logic. The manufacturer identifies the hazards, designs them out or guards against them, verifies the electrical and control systems, documents everything in a technical file, and declares or certifies conformity before the machine is placed on the market or put into service. The instructions, warnings, and markings that accompany the machine are part of that conformity.

The EU Machinery Directive, now transitioning to the Machinery Regulation, is the reference framework, with harmonized standards such as ISO 12100 for risk assessment, ISO 13849 and IEC 62061 for safety-related controls, IEC 60204-1 for electrical equipment, and hundreds of type-C standards for specific machine categories. North America approaches the same hazards through workplace safety law, NFPA 79, ANSI B11 standards, and NRTL listing of the electrical equipment. China, Korea, Brazil, and other markets run national certification schemes for specified machinery categories.

ORBIS Compliance works with machinery manufacturers to build the technical file once and apply it to every target market, scoping the evaluations, coordinating notified bodies and testing laboratories where third-party involvement is required, and managing the national approvals and representation each market demands.

The conformity route

How a machine reaches the market

  1. 1

    Define and assess

    The machine, its intended use, its limits, and its hazards are defined. The risk assessment under ISO 12100 drives every design and protective measure that follows.

  2. 2

    Apply the standards

    Type-C standards for the machine category, functional safety for the control system, IEC 60204-1 for electrical equipment, and EMC and noise requirements are identified per target market.

  3. 3

    Verify and document

    Testing, calculations, and inspections produce the evidence. The technical file assembles it with drawings, instructions, and the declaration or certificate.

  4. 4

    Certify and mark

    Self-declaration, notified body involvement, NRTL listing, or national certification follows each market's rules, and the machine is marked and delivered with the right documentation.

Where machinery files fail

The problems that surface at a customer's site or a border.

The risk assessment doesn't match the machine as built. Options, customizations, and late design changes aren't reflected, and an inspector finds a hazard the file says doesn't exist.

The electrical evaluation was done for one supply. The machine ships to a market with a different voltage, frequency, or earthing system and the electrical equipment no longer conforms.

The safety functions weren't evaluated to a performance level. Emergency stops, guard interlocks, and safe speed functions exist but nobody documented the ISO 13849 or IEC 62061 evaluation the market expects.

The market required certification, not a declaration. A CE file is sent to a country that runs its own machinery certification scheme, and the import is refused until a national body has evaluated the equipment.

Beyond machinery safety

The other requirements a machine usually carries.

  • EMC to the industrial environment standards, with emissions and immunity evidence for the control system.
  • Noise emission measurement and declaration in the instructions, and outdoor noise limits where applicable.
  • Radio approval for any wireless control, sensor, or connectivity module in every market.
  • Hazardous location certification where the machine operates in explosive atmospheres.
  • Pressure, hydraulic, and lifting requirements under their own directives and standards where present.
  • Cybersecurity for connected machinery and industrial control systems, an emerging requirement in the EU and elsewhere.

Questions

Machinery compliance

Can we self-declare CE conformity for our machine, or do we need a notified body?

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Most machinery can be self-declared when built to harmonized standards. Machines in the high-risk categories listed in the Machinery Directive and Regulation require notified body involvement unless fully built to harmonized standards, and some categories require it regardless. We confirm the route for your machine.

What does the US require for imported machinery?

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Workplace safety regulation and local electrical codes generally require the machine's electrical equipment to be listed by an NRTL or field evaluated on site. Machine guarding and safety are addressed through OSHA and ANSI standards. There's no single federal machinery certificate, which surprises manufacturers used to CE marking. ORBIS coordinates NRTL evaluation and advises on the guarding and documentation expectations.

How do we handle machines customized for each customer?

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By defining a base machine with a documented envelope of options and treating customization within that envelope as covered by the base file, with a customer-specific addendum. Customizations outside it need their own assessment. Designing that structure is part of the technical file work.

A machine that's legal to install everywhere you sell it.

Bring the machine's specification, control architecture, and target markets. We'll map the safety, electrical, and certification route for each, and build the technical file once.

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