Technical article

Change Assistant

Update applied standards sections with a few mouse clicks


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In the area of standards management, Safexpert supports you in answering these questions:

  • Which projects are affected by changes to standards?
  • Are the standards applied in my project still up to date?
  • Are the documented risk mitigation solutions based on standards still up to date?  
     

1. Change assistant: Support for standards updates

With the "Change assistant" function, Safexpert goes one step further: you will not only be informed that a standard has changed, but also which section has been replaced by which. This allows you to adapt your solution to the new standardisation status in the most efficient way possible. 

If you have licensed the old and the new standard, Safexpert shows you both standards side by side in the right place with a single mouse click. This makes it easier for you to check your safety-related measures and make any necessary adjustments.

This function offers you valuable support both in the CE process and in the risk assessment according to the Machinery and Low Voltage Directives. This means you can not only check that your projects are up to date when standards change, but also easily adapt a safety measure based on standards.

2. How it works

When standards change, the responsible persons must check on a case-by-case basis whether the documented risk reduction measures still comply with the state of standardisation. Important questions need to be clarified:

  • What is the name of the successor standard?
  • Where is the applied section in the new standard?
  • Has the content of the section changed?
     

Figure 1: Measures are often implemented on the basis of standards or established to meet the requirements set out in directives and regulations. The documents referred to in this context can be directly assigned to the relevant measure and linked to it.
 

Clarifying these issues can be tedious and time-consuming! Safexpert offers the "Change assistant" function. This allows you to complete these tasks in just a few seconds at the click of a mouse:

Figure 2: It is immediately clear from the document itself whether it is up to date. The ‘Change Assistant’ can be opened via the context menu.


You can access the new function via the "Open Change assistant" menu item:

Figure 3: Documents that are no longer up to date can be checked against specific measures and, if necessary, replaced with the latest version at the touch of a buttone
 

In the Change assistant you can see at a glance:

  • all documents used in the currently open risk assessment for which a successor document exists,
  • the measures in which the document was used,
  • the relevant sections of the standard that were applied during the development of the solution,
  • the corresponding section in the successor standard,
  • the degree of the changes.

The degree of  change is entered by IBF Data Management. The change levels currently available are as follows:

Degree of changeMeaning
To be checkedBased on the information about which section is the successor to the applied section, you can check yourself whether the content has changed between the two versions.
The "Compare full texts" function (see 2.1) helps you to do this.
UnchangedNeither the heading nor the content of the section has changed. This makes it easier for you to check whether the solution is still up to date.
Text changeThe heading or/and the content of the standard has changed in the new section compared to the predecessor.


Compare standards sections in full text

If you have purchased the full texts of the standards, you can open the old and new standards side by side with a single click of the mouse – each at the exact same point in the text:

Figure 4: Safexpert displays both standards texts directly next to each other on the screen with a single mouse click
 

You then compare the two versions of the standard. If this reveals that no adjustments are required for the measure, you can easily replace the associated document with the current version at the touch of a button.
 

2.2 Technical data correlations

The most important thing first: all your project data remains locked in your database! The analysis of which standards sections have changed and how is carried out in your Safexpert version on site based on the data in your internal database. Safexpert only obtains the data required for the selective update analyses from the Safexpert Live Server via web service.

To ensure that the analyses in your projects provide accurate and up-to-date information, the mapping of successor sections on the Safexpert Live Server must be kept continuously up to date. Our ‘Data Management’ team takes care of this.

Note: To use the Change Assistant, you need a Pro or Enterprise licence. Further information can be found in our overview of subscriptions and prices.
 

3 Your benefits at a glance

With the "Change assistant" function, we are setting another milestone in digital support for dealing with standards. In combination with all the other functions available in Safexpert, Safexpert supports you in your quality endeavours in several ways:

  • You can keep track of which projects are affected by changes to standards.
  • When opening a project, Safexpert informs you about invalid standards and provides information about the successors.
  • The Change assistant provides information about which section of a standard has been replaced by which new section.
  • If full texts are licensed, you can see the two versions of the standards directly in the appropriate place on your screen. This makes it easier for you to compare and check or adapt your safety solution.
  • With a click of the mouse, you can exchange all standards or sections of standards that you have used to develop a safety measure in a single work step
     

Next steps

Are you already a Safexpert customer and would like to find out more about the Change Assistant? We’d be happy to show you the benefits of this feature and let you know whether it’s already included in your licence. Simply get in touch with our sales team, either via chat (bottom right) or by email.

If you’re not yet a customer, you can also find out more during our free Safexpert WEB presentation. The Change Assistant is also covered in this presentation.


Posted on: 2026-08-12 (last amendment)

 


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