Safexpert user training

Fundamentals of CE Marking and Risk Assessment

The key steps of the conformity assessment procedure, together with the fundamental requirements for risk assessment under the Machinery Directive, the Machinery Regulation and EN ISO 12100, are briefly reviewed. This establishes a common understanding of the technical principles and provides a solid foundation for working with Safexpert.

Recommendation: For a more in-depth understanding of the legal, regulatory and methodological requirements, we recommend attending the seminar "Efficient CE Marking and Risk Assessment for Machinery and Industrial Equipment."
 

Carrying Out Risk Assessments Systematically

• Define product limits: Establish the basis for a compliant risk assessment by documenting the intended use and reasonably foreseeable misuse.
• Identify hazards systematically: Record hazardous situations, hazards, hazard zones and life-cycle phases in a structured manner.
• Assess risks: Evaluate risks consistently using the integrated risk graph.
• Define and document risk reduction measures: Record appropriate risk reduction measures and monitor their implementation.
• Design safety functions: Determine the required Performance Level (PLr) or SIL and transfer the results via the interfaces to SISTEMA or the TIA Selection Tool.
• Create traceable links: Link standards, safety symbols and operating instructions directly to the relevant risk reduction measures.
• Reuse proven solutions: Store measures in solution libraries for use in future projects.

Step by Step to CE Marking

• Follow the conformity assessment procedure: The CE Guide supports the systematic completion of all required tasks.
• Identify applicable legislation: Classify products and determine the relevant directives and regulations.
• Apply standards effectively: Search for and select the appropriate harmonised and applicable standards.
• Review legal requirements systematically: Assess, document and link essential health and safety requirements directly to the corresponding risk reduction measures.
• Compile technical documentation: Assemble the technical file and all required supporting documents in a structured manner.
• Prepare Declarations of Conformity and Incorporation: Use templates and project data to generate the required declarations.
• Monitor project completeness: Track project progress and identify outstanding tasks, missing evidence and incomplete conformity assessment steps.

Keeping Projects and Measures Up to Date

• Research standards efficiently: Find relevant standards from trusted sources and use them within your projects.
• Search with precision: Use the International Classification for Standards (ICS) to refine search results.
• Manage important information centrally: Keep company favourites, internal documents and available full-text standards readily accessible.
• Monitor changes to standards: Identify which revisions affect your projects and risk reduction measures.
• Identify required updates: Review even large and complex risk assessments centrally and determine where updates are required.
• Compare documents: Quickly identify differences between editions of standards and other documents.

Structuring and Managing Projects

• Maintain an overview: Use the dashboard to monitor outstanding tasks, required actions and overall project status at any time.
• Manage projects efficiently: Organise, archive and export projects in anonymised form when required.
• Structure complex products: Use project structures and project templates to organise large machinery and plant efficiently.
• Control project settings: Define project language, company locations and user access rights.

Managing Safexpert Across the Organisation – For Key Users

• Ensure consistent company-wide use: Apply central system settings to standardise the use of Safexpert throughout the organisation.
• Export project data: Transfer project and risk assessment data for use in other applications.
• Manage tasks and deadlines: Organise tasks, assess the impact of schedule changes and systematically track outstanding actions until completion.
• Monitor project status: Identify outstanding issues, missing documentation and potential actions required within projects and risk assessments at an early stage.
• And more

Practical Workshop

Throughout the training, participants complete a comprehensive practical exercise in Safexpert, applying the key concepts and workflows covered during the course.

Questions, practical experience, typical day-to-day application scenarios and technical discussions are encouraged throughout the training, ensuring that the course remains closely aligned with participants' real-world requirements.