Regulation (EU) 2023/1230 applies from 20 January 2027. This checklist collects the practical steps for a manufacturer. For the full regulatory picture, see the Machinery Regulation guide.
1. Check whether the machine is high risk
Check whether the product falls under Annex I, part A or part B. The conformity assessment procedure depends on it (Art. 25).
2. Review the essential requirements
Compare the design with the essential health and safety requirements of Annex III, which replaces Annex I of the directive.
3. Update the technical documentation
Check that the file contains what Annex IV requires. More detail: EU declaration and technical file in digital form.
4. Update the EU declaration of conformity
References must cite Regulation (EU) 2023/1230 and no longer Directive 2006/42/EC. The content is in Annex V.
5. Decide the format of the instructions
If you choose digital, organise access, download and printing, online availability for at least 10 years and free delivery of a paper copy within one month on request (Art. 10(7)). Details in digital instructions and QR codes.
6. Prepare for substantial modifications
Whoever makes a substantial modification is considered a manufacturer (Art. 18). Define how to record interventions, revisions and related documents.
7. Organise the archive and access
Decide where the documentation lives, who can see it and how to show it to inspectors and customers. The differences from the old rules are in the article Directive vs Regulation: the differences.
Where Certiblok® helps
For points 3, 5, 6 and 7: an archive with versions and access logs, QRcube® to make documentation reachable from a QR on the machine, Audit Room for inspectors. Setup in less than 30 minutes, with no software to install. Certiblok® supports document management; compliance decisions remain with the manufacturer.
