Checklists and templates

Templates and libraries to make your CE process easier

Get a head start on preparing your risk assessment and CE documentation!


With the Safexpert CE software, you receive valuable templates and checklists free of charge, allowing you to focus even more on the tasks that really require your attention.

In addition to the free templates, you can purchase further data products.
This means you only pay for what you actually use.

Making various tasks easier

Risk assessment


  • Systematic and efficient risk assessments according to EN ISO 12100
  • Hyperlinks to standards and legal requirements directly within the risk assessment
  • Appropriate pictograms in predefined libraries 
  • Create operating instructions based on a template 

CE process


  • Support with the creation of important documents (e.g. technical documentation, operating instructions, etc.)
  • No unnecessary work! Project parameters limit the requirements to the essentials!
  • Quickly create declarations of conformity and declarations of incorporation based on templates.

Standards research


  • Standards search: Find the latest standards quickly and access them straight away.
  • Changes to standards: What has changed and does it affect our projects?
  • Analyses at section level (!) including an automatic replacement function.

Carry out risk assessments more quickly

A number of free templates are available to help you carry out your risk assessment in a legally compliant and efficient manner.

Systematisation and standardisation through hazards lists


Have you considered all hazards in the risk assessment? Given the large number of hazards and hazard events, it is advisable to carry out the risk assessment using a standardised hazards list.

Safexpert supports users by providing a hazards list based on EN ISO 12100. This reduces the stress for designers of potentially overlooking important points and allows the risk assessment to be carried out more quickly.

Particularly valuable: in the event of changes to standards, you can convert existing risk assessments in a matter of seconds using comparison tables – tasks that would take hours or days to carry out manually!

Which activities carried out by users must you take into account in the risk assessment?


The standard on risk assessment, EN ISO 12100, requires that ‘all phases of the machinery life’ be taken into account during its construction. As with hazards, it is advisable not to start from scratch, but to begin using a standardised, predefined template. 

Safexpert therefore includes the list of phases of the machinery life from EN ISO 12100 as standard. Naturally, you can adapt this list to suit your organisation’s needs.

Relevant standards – right at your fingertips, exactly where you need them


Standards can significantly improve the efficiency of the design and risk assessment processes. However,
this is only possible if information is readily available and accessible to designers.

To ensure you have access to relevant information as quickly as possible during the design process – and particularly during risk assessment – you can benefit from having key standards references displayed directly in a risk assessment sidebar.

However, to avoid information overload, only the information relevant to the current work context is displayed; for example, the standard on electrical safety (EN 60204-1) is displayed when hazards relating to electrical risks are being addressed.

This association saves designers valuable time whilst also helping them to make better safety-related decisions.

Notes: 

  • Various standard references relating to general standards (Type B standards) are provided free of charge.
  • As some companies already have standards subscriptions, access to the full texts is only possible if the relevant standards or standards packages (see below) are licensed. This ensures that you do not pay for the standards twice, whilst still benefiting from the time saved by having standard references directly within the risk assessment.
  • Of course, you can also create standard references yourself and thus adapt the system to your needs.
  • In addition to simple references, the information in the sidebar can also be tagged with status information. You can find details on this in the ‘Requirement Lists’ section.

Access to standardised pictograms + monitoring report


Safexpert supports you with a customisable database of standardised pictograms. This enables you to select the appropriate pictograms as early as the risk assessment stage, for example to alert users to residual risks or the need for personal protective equipment.

Using the relevant reports, you can create checklists that you or your colleagues can use to verify that all pictograms have indeed been displayed in the correct locations.

User Manual Template + User Manual Wizard


Don’t start writing your operating instructions from scratch! The operating instructions template provided (based on the key standard for instructions, EN IEC/IEEE 82079-1) already gives you a predefined structure and important general guidance.

The template really comes into its own when used in conjunction with the Operating Instructions Assistant. This allows you to immediately assign notes on residual risks – which you identify in the risk assessment – to the correct chapters, thereby enabling you to produce user manuals more quickly.

If you are already using content management systems, a handy report will help you identify which information must be included in the operating instructions. If you use Schema ST4, Safexpert provides support via an interface to the content management system.

Product Compliance Process
: Achieving CE marking faster and with Legal Certainty

To guide you step by step through the CE process, we have developed the CE guide in accordance with either the Machinery Directive (2006/42/EC), the Machinery Regulation (2023/1230) and the Low Voltage Directive (2014/35/EU).

These software modules map out the respective processes set out in the regulations. Part of the process also involves creating various documents. Here too, Safexpert supports you with templates for the relevant legal acts.

Template for a Declaration of Conformity and a Declaration of Incorporation


Using the templates in Safexpert’s CE Guide, you can draw up declarations of conformity and declarations of incorporation quickly, in a legally compliant manner and in accordance with the requirements of the Machinery Directive, the new Machinery Regulation and the Low Voltage Directive.

  • Automatic transfer of relevant data from the risk assessment and the CE Guide
  • Indication of the current edition of the standards with reference to the Official Journal of the EU
  • Eliminates the need for error-prone and time-consuming research

What must be included in the technical documentation?


The technical documentation serves as proof that the product supplied complies with the statutory requirements. Upon justified request, this documentation must be provided to the market surveillance authorities; it also constitutes important evidence in legal proceedings.

Safexpert’s ‘Checklists of Technical Files’ help ensure that no important points are overlooked and that all relevant information is gathered in one central location so that it can be found quickly should the need arise.

Of course, you can also create your own checklists and tailor them to your needs. For example, if additional documents are required on the basis of product-specific standards relevant to you or as a result of contracts with customers, you can customise the system whilst still achieving standardisation in your processes!

Have all the mandatory requirements been met?


The Machinery Regulation explicitly requires manufacturers to document which legal requirements have been taken into account during the design phase. Using the free checklist provided, you can document directly within the risk assessment which legal requirements (e.g. regarding adequate lighting, mechanical hazards, …) you have addressed through your measures. The step-by-step guidance for CE marking clearly shows you whether there are any further points from the Machinery Regulation that you have not yet taken into account. This therefore supports you in two ways:

  • Time savings through documentation during the risk assessment – no separate process afterwards
  • Maximum legal certainty by ensuring that no points have been overlooked 

Working more efficiently with standards:
standards research, monitoring for updates and full-text access

When working with standards, we distinguish between two areas: 

  • Research and monitoring of updates based on bibliographic data across various subject areas
  • Access to the full text of standards.

This breakdown ensures that you only pay for what you actually need.  

Data sources for standards research and monitoring of updates


The bibliographic data on standards available via Safexpert includes details such as the standard number, date of publication, predecessor and successor documents, date of withdrawal, date on which thepresumption of conformity within the EU ceases to apply, etc. You can use this data to search for standards. Safexpert uses this data as a reference for comprehensive up-to-date checks and analysis functions within your project documentation! 

Below you will find an overview of the subject areas currently on offer. These comprise a total of over 35,000 document titles. With your Pro subscription, you can choose to access either the Machinery Directive/Regulation or the Low Voltage Directive subject area. Further subject areas are available as Power-Ups or are included in the Enterprise subscription. See Subscriptions and Prices

Subject area
Machinery Directive / Machinery Regulation (EU)


Update based on the Official Journal of the EU in accordance with the Machinery Directive / Machinery Regulation

Subject area
ATEX Directive (EU)


Update based on the Official Journal of the EU in accordance with the ATEX Directive

Subject area
Low Voltage Directive (EU)


Update based on the EU Official Journal in accordance with the Low Voltage Directive

Subject area
Pressure Equipment Directive (EU)


Update based on the Official Journal of the EU in accordance with the Pressure Equipment Directive

Subject area
EMC Directive (EU)


Update based on the Official Journal of the EU in accordance with the EMC Directive

Subject area
RoHS Directive (EU)


Update based on the Official Journal of the EU in accordance with the RoHS Directive

Subject area
Austrian Standards Institute


Contains data provided by Austrian Standards Plus GmbH. This also includes standards from other subject areas.

Subject area
Radio Equipment Directive (EU)


Update based on the EU Official Journal in accordance with the Radio Equipment Directive

Standards packages


With standards packages, all Safexpert users have centralised access to the full texts of harmonised European standards. These standards packages are available in two different scopes. Firstly, the standards package comprising the seven most relevant standards in mechanical engineering offers a selection of those standards required by virtually every company. The standards package comprising more than 55 relevant standards, together with many other B-standards, forms the perfect complement. Our standards packages are available in both German and English. Please contact us for versions in other languages. 

Seven particularly important Type A and Type B standards for mechanical engineering, plant engineering and control systems engineering.

  • EN 60204-1:2018 - Safety of machinery - Electrical equipment of machines - Part 1: General requirements
  • EN ISO 12100:2010 - Safety of machinery - General principles for design - Risk assessment and risk reduction (ISO 12100:2010)
  • EN ISO 13849-1:2023 - Safety of machinery - Safety-related parts of control systems - Part 1: General principles for design (ISO 13849-1:2023)
  • EN ISO 13850:2015 - Safety of machinery - Emergency stop - Principles for design
  • EN ISO 13854:2019 - Safety of machinery - Minimum gaps to avoid crushing of parts of the human body
  • EN ISO 13855:2024 – Safety of machinery - Positioning of safeguards with respect to the approach of the human body (ISO 13855:2024)
  • EN ISO 13857:2019 - Safety of machinery - Safety distances to prevent hazard zones being reached by upper and lower limbs

A comprehensive collection of the most important safety standards relating to mechanical engineering, plant engineering and control systems

  • EN 547-1:1996+A1:2008 - Safety of machinery - Human body measurements - Part 1: Principles for determining the dimensions required for openings for whole-body access into machinery
  • EN 547-2:1996+A1:2008 - Safety of machinery - Human body measurements - Part 2: Principles for determining the dimensions required for access openings
  • EN 547-3:1996+A1:2008 - Safety of machinery - Human body measurements - Part 3: Anthropometric data
  • EN 614-1:2006+A1:2009 - Safety of machinery - Ergonomic design principles - Part 1: Terminology and general principles
  • EN 614-2:2000+A1:2008 - Safety of machinery - Ergonomic design principles - Part 2: Interactions between the design of machinery and work tasks
  • EN 842:1996 +A1:2008 - Safety of machinery - Visual danger signals - General requirements, design and testing
  • EN 894-1:1997+A1:2008 - Safety of machinery - Ergonomics requirements for the design of displays and control actuators - Part 1: General principles for user interaction with displays and control actuators
  • EN 894-2:1997+A1:2008 - Safety of machinery - Ergonomics requirements for the design of displays and control actuators - Part 2: Displays
  • EN 894-3:2000+A1:2008 - Safety of machinery - Ergonomics requirements for the design of displays and control actuators - Part 3: Control actuators
  • EN 894-4:2010 - Safety of machinery - Ergonomics requirements for the design of displays and control actuators - Part 4: Location and arrangement of displays and control actuators
  • EN 981:1996 +A1:2008 - Safety of machinery - System of auditory and visual danger and information signals
  • EN 1005-1:2001+A1:2008 - Safety of machinery - Human physical performance - Part 1: Terms and definitions
  • EN 1005-2:2003+A1:2008 - Safety of machinery - Human physical performance -Part 2: Manual handling of machinery and component parts of machinery
  • EN 1005-3:2002+A1:2008 Corr. - Safety of machinery - Human physical performance -Part 3: Recommended force limits for machinery operation
  • EN 1005-4:2005+A1:2008 - Safety of machinery - Human physical performance - Part 4: Evaluation of working postures and movements in relation to machinery
  • EN 1032:2003+A1:2008 - Mechanical vibration - Testing of mobile machinery in order to determine the vibration emission value
  • EN 1093-1:2008 - Safety of machinery - Evaluation of the emission of airborne hazardous substances - Part 1: Selection of test methods
  • EN 1093-2:2006+A1:2008 - Safety of machinery - Evaluation of the emission of airborne hazardous substances - Part 2: Tracer gas method for the measurement of the emission rate of a given pollutant
  • EN 1093-3:2006+A1:2008 - Safety of machinery - Evaluation of the emission of airborne hazardous substances - Part 3: Test bench method for the measurement of the emission rate of a given pollutant
  • EN 1093-4:1996+A1:2008 - Safety of machinery - Evaluation of the emission of airborne hazardous substances - Part 4: Capture efficiency of an exhaust system - Tracer method
  • EN 1093-6:1998+A1:2008 - Safety of machinery - Evaluation of the emission of airborne hazardous substances - Part 6: Separation efficiency by mass, unducted outlet
  • EN 1093-7:1998+A1:2008 - Safety of machinery - Evaluation of the emission of airborne hazardous substances - Part 7:  Separation efficiency by mass, ducted outlet
  • EN 1093-8:1998+A1:2008 - Safety of machinery - Evaluation of the emission of airborne hazardous substances - Part 8: Pollutant concentration parameter, test bench method
  • EN 1093-9:1998+A1:2008 - Safety of machinery - Evaluation of the emission of airborne hazardous substances - Part 9: Pollutant concentration parameter, room method
  • EN 1093-11:2001+A1:2008 - Safety of machinery - Evaluation of the emission of airborne hazardous substances - Part 11: decontamination index
  • EN 1127-1:2019 - Explosive atmospheres - Explosion prevention and protection - Part 1: Basic concepts and methodology
  • EN 1837:2020 - Safety of machinery - Integral lighting of machines
  • EN 12198-1:2000+A1:2008 - Safety of machinery - Assessment and reduction of risks arising from radiation emitted by machinery - Part 1: General principles
  • EN 12198-2:2002+A1:2008 - Safety of machinery - Assessment and reduction of risks arising from radiation emitted by machinery - Part 2: Radiation emission measurement procedure
  • EN 12198-3:2002+A1:2008 - Safety of machinery - Assessment and reduction of risks arising from radiation emitted by machinery - Part 3: Reduction of radiation by attenuation or screening
  • EN 12786:2013 - Safety of machinery - Requirements for the drafting of the vibration clauses of safety standards
  • EN 13861:2011 - Safety of machinery - Guidance for the application of ergonomics standards in the design of machinery
  • EN ISO 14118:2018 - Safety of machinery - Prevention of unexpected start-up
  • EN IEC 62046:2018 - Safety of machinery - Application of protective equipment to detect the presence of persons
  • EN IEC 62061:2021+A1:2024 - Safety of machinery - Functional safety of safety-related control systems
  • EN 62745:2017 - Safety of machinery - Requirements for cableless control systems of machinery
  • EN 62745:2017+A11:2020 - Safety of machinery - Requirements for cableless control systems of machinery (Amendment)
  • EN ISO 4413:2010 - Hydraulic fluid power - General rules and safety requirements for hydraulic systems and their components
  • EN ISO 4414:2010 - Pneumatic fluid power - General rules and safety requirements for pneumatic systems and their components
  • EN ISO 11161:2007+A1:2010 - Safety of machinery - Integrated manufacturing systems - Basic requirements 
  • EN ISO 11553-1:2020+A11:2020 - Safety of machinery - Laser processing machines - Part 1: Laser safety requirements
  • EN ISO 11553-3:2013 - Safety of machinery - Laser processing machines - Part 3: Noise reduction and noise measurement methods for laser processing machines and hand-held laser processing devices and associated auxiliary equipment (accuracy grade 2)
  • EN ISO 13732-1:2008 - Ergonomics of the thermal environment - Methods for the assessment of human responses to contact with surfaces - Part 1: Hot surfaces
  • EN ISO 13732-3:2008 - Ergonomics of the thermal environment - Methods for the assessment of human responses to contact with surfaces - Part 3: Cold surfaces
  • EN ISO 13849-2:2012 - Safety of machinery - Safety-related parts of control systems - Part 2: Validation 
  • EN ISO 13851:2019 - Safety of machinery - Two-hand control devices - Principles for design and selection
  • EN ISO 13856-1:2013 - Safety of machinery - Pressure-sensitive protective devices - Part 1: General principles for the design and testing of pressure-sensitive mats and pressure-sensitive floors
  • EN ISO 13856-2:2013 - Safety of machinery - Pressure sensitive protective devices - Part 2: General principles for the design and testing of pressure-sensitive edges and pressure-sensitive bars
  • EN ISO 13856-3:2013 - Safety of machinery - Pressure sensitive protective devices - Part 3: General principles for the design and testing of pressure-sensitive bumpers, plates, wires
  • EN ISO 14119:2025 - Safety of machinery - Interlocking devices associated with guards - Principles for design and selection
  • EN ISO 14120:2015 - Safety of machinery - Guards - General requirements for the design and construction of fixed and movable guards
  • EN ISO 14122-1:2016 - Safety of machinery - Permanent means of access to machinery - Part 1: Choice of fixed means and general requirements of access
  • EN ISO 14122-2:2016 - Safety of machinery - Permanent means of access to machinery - Part 2: Working platforms and walkways
  • EN ISO 14122-3:2016 - Safety of machinery - Permanent means of access to machinery - Part 3: stepladders and guard-rails
  • EN ISO 14122-4:2016 - Safety of machinery - Permanent means of access to machinery - Part 4: Fixed ladders
  • EN ISO 14123-1:2015 - Safety of machinery - Reduction of risks to health resulting from hazardous substances emitted by machinery - Part 1: Principles and specifications for machine manufacturers
  • EN ISO 14123-2:2015 - Safety of machinery - Reduction of risks to health resulting from hazardous substances emitted by machinery - Part 2: Methodology leading to verification procedures
  • EN ISO 14159:2008 - Safety of machinery - Hygiene requirements for the design of machinery
  • EN ISO 14738:2008 - Safety of machinery - Anthropometric requirements for the design of workstations at machinery
  • EN ISO 19353:2019 - Safety of machinery - Fire prevention and fire protection

Product-specific standards available and at your fingertips directly in Safexpert: through our collaboration with our partner Austrian Standards, we can provide you with European standards (ENs) in their national implementation in ÖNORM format within Safexpert. Please contact us here with your enquiry regarding standards!

Do you already have standards?
That’s why a standards package is still worthwhile and pays for itself quickly

  • The standards contain cross-references that have been manually added by our data management experts. Using these cross-references, the relevant sections of the standards from the risk assessment can be opened directly by double-clicking on a cross-reference. This eliminates the need for tedious scrolling through standards. 
  • The full-text search covers all standards included in the company’s favourites. This makes it easier to find specific solutions. Your collection of standards thus becomes an optimal and valuable reference work.

To the Safexpert module overview

The available Safexpert modules and the functions they contain are listed in the following overview.

Further information and products

Contact

Please contact us at any time for further questions or if you would like more information.

Specialist seminars

In our seminars, we impart well-founded and legally compliant expertise for your daily tasks.

CE-InfoService

The CE-InfoService keeps you informed about important developments in the area of product safety.