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Assembly instructions template (Word): for partly completed machinery under the Machinery Regulation

Ten chapters from identifying the partly completed machinery to the information needed for the final machine’s operating manual, each with guidance notes. The annex contains the EU declaration of incorporation under Annex V Part B with all mandatory fields. Prepared for digital delivery under Art. 11(7) of Regulation (EU) 2023/1230. Please note: the template itself is currently available in German.

What is inside

  • Structure in line with Annex XI of Regulation (EU) 2023/1230: installation conditions, interfaces, checks after incorporation
  • Dedicated chapter for essential requirements not or only partly met: which protective measures the integrator still has to implement
  • Cover page with fields for addressee, agreed language version, version number and permanent access URL (QR code)
  • Annex A: EU declaration of incorporation under Annex V Part B, all mandatory details as fillable fields

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FAQ

Frequently asked questions

Which products is the template intended for?

Partly completed machinery within the meaning of the Machinery Regulation: drive units, handling modules, feeding systems, robot arms without end effector and other assemblies that only fulfil a specific function once incorporated into final machinery. For complete machinery, use the operating manual template instead.

Is the declaration of incorporation included?

Yes, as Annex A with all mandatory details under Annex V Part B of Regulation (EU) 2023/1230: manufacturer, person authorised to compile the technical documentation, identification, applied requirements, undertaking to transmit documentation, commissioning reservation, signature. Until 20 January 2027 the details under Annex II Part 1 Section B of the Machinery Directive apply, which are largely identical.

May I provide the assembly instructions to the integrator in digital form only?

From 20 January 2027, yes (Art. 11(7) Machinery Regulation), provided the means of access is indicated on the partly completed machinery or in an accompanying document, the instructions can be printed, downloaded and saved, remain accessible during a malfunction and stay available online for at least ten years. If the integrator requests a paper copy at the time of purchase, it must be supplied free of charge within one month.

How do I keep assembly instructions and the declaration available for ten years?

With a fixed access point per unit of partly completed machinery that does not depend on the company website. docks.io stores assembly instructions, declaration of incorporation and language version under one permanent QR code, versioned: the integrator scans it, and market surveillance can still find it ten years later.

Legal basis and sources

What this page is based on

The regulation or standard itself is authoritative. This page is an expert summary, not legal advice.

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