Machine Evaluation Form for the United Kingdom

Machine Evaluation Form Template for England and Wales

A Machine Evaluation Form is a comprehensive document used in England and Wales for assessing the safety, performance, and compliance of industrial machinery. It incorporates requirements from various UK safety regulations, including PUWER 1998 and the Health and Safety at Work Act 1974. The form provides a structured approach to evaluating machinery condition, safety features, and operational compliance, while maintaining detailed records for regulatory purposes.

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What is a Machine Evaluation Form?

The Machine Evaluation Form is a critical document used to assess and document the condition, safety features, and operational compliance of industrial machinery in accordance with English and Welsh regulations. This form is essential when conducting regular safety inspections, after maintenance work, or when recommissioning equipment. It includes comprehensive checklists covering physical condition, safety mechanisms, performance parameters, and compliance with relevant legislation such as PUWER 1998 and the Health and Safety at Work Act 1974. The document serves as both a current assessment tool and a historical record for regulatory compliance.

What sections should be included in a Machine Evaluation Form?

1. Machine Identification: Unique identifiers, serial numbers, manufacturer details and machine classification

2. Physical Inspection Checklist: Comprehensive checklist of physical components to be evaluated including structural integrity, wear and tear, and visible damage

3. Safety Features Assessment: Evaluation of all safety mechanisms, emergency stops, guards, and warning systems

4. Performance Testing Parameters: Specific tests to be conducted and acceptance criteria for machine operation

5. Compliance Declaration: Confirmation of compliance with relevant regulations and standards including PUWER and machinery safety regulations

What sections are optional to include in a Machine Evaluation Form?

1. Lifting Equipment Assessment: Detailed evaluation of lifting components, load testing, and LOLER compliance requirements

2. Hazardous Substances Control: Assessment of hazardous substance handling capabilities and COSHH compliance measures

3. Operator Certification Requirements: Specific operator qualifications and training requirements for safe machine operation

What schedules should be included in a Machine Evaluation Form?

1. Maintenance History Log: Detailed record of previous maintenance, repairs, and modifications

2. Calibration Certificates: Copies of relevant calibration documentation and testing certificates

3. Technical Specifications: Detailed technical parameters, operating limits, and manufacturer specifications

4. Risk Assessment Matrix: Comprehensive risk evaluation framework and assessment criteria

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Jurisdiction

England and Wales

Publisher

Genie AI

Document Type

Evaluation Form

Cost

Free to use
Relevant legal definitions
Clauses
Industries

Health and Safety at Work etc. Act 1974: Primary legislation covering general workplace safety requirements, obligations for equipment safety evaluation, and duty of care requirements

Provision and Use of Work Equipment Regulations 1998 (PUWER): Regulations governing specific requirements for work equipment inspection, maintenance and safety checks, training requirements, and record-keeping obligations

Supply of Machinery (Safety) Regulations 2008: Regulations covering compliance with EU machinery directive, CE/UKCA marking requirements, and essential health and safety requirements

Management of Health and Safety at Work Regulations 1999: Legislation covering risk assessment requirements, record keeping obligations, and training requirements

Data Protection Act 2018 and UK GDPR: Data protection legislation relevant when collecting personal data of evaluators/operators, including data storage and processing requirements

The Lifting Operations and Lifting Equipment Regulations 1998 (LOLER): Specific regulations for machines with lifting components, including detailed inspection requirements

Personal Protective Equipment at Work Regulations 1992: Regulations governing PPE requirements for machine operation and safety equipment evaluation

Control of Substances Hazardous to Health Regulations 2002 (COSHH): Regulations covering safety measures and controls for machines involving hazardous substances

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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