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MachineryComplianceTHE WORKSHOP MANUAL

PLATE 04 OF 20

Technical documentation.

What the technical file must contain, how it is organised, and how it is kept aligned with change.

PILLAR Machinery technical file: anatomy of the evidenceGUIDES 11REVIEWED 27 October 2026

Pillar guide

Machinery technical file: anatomy of the evidence: Organise the technical record around the actual product, its risk assessment and the evidence supporting applicable requirements.

Supporting guides

GuideWhat it covers
Indexing a technical fileAn index that lets another competent person find the evidence behind any requirement without relying on one engineer memory.
Drawings and design descriptionsDrawings and explanations that let a reviewer understand the design and operation of the machine as supplied.
Examinations, calculations and testsThe evidence groups in Annex IV that show a requirement was met, not merely claimed.
Keeping technical documentation for ten yearsRetention duties under Article 10(3), and what availability to market surveillance authorities means in practice.
Keeping the file aligned with changeProduct and production changes reviewed together across assessment, drawings, tests, and instructions.
Documentation for partly completed machineryThe separate documentation section for partly completed machinery, and how it differs from the complete machine file.
Supplier evidence in the technical fileHow component declarations, test reports, and supplier data are checked and filed, rather than collected.
Reviewing a technical file before releaseA review that asks whether the file explains the machine, not whether the folder looks full.
A digital technical fileOrganising the file electronically so it stays retrievable, versioned, and complete over a ten year retention period.
Technical file and quality system recordsHow conformity evidence relates to production quality records, and where the two must not be confused.

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