Project Engineer–Playbook
Part 3
Safety – Risk Assessment
Figure - Risk Assessment
Version
| Version | Date | Initials | Description |
| 1.0 | 04-08-2026 | PJH | Document Created |
Machinery Safety Review Guide
From Hazard to Validated Safety Function
Machinery safety can become difficult when the risk assessment, design, calculations, software, and testing develop separately.
This guide connects them through one practical process. It helps the machine builder identify the risk, define the safety function, determine the required Performance Level, verify the design, and validate the result.
This guide supports the application of ISO 12100 and ISO 13849-1. It does not replace the standards, applicable legislation, machine-specific standards, or review by a competent person.
Understand the risk. Define the function. Prove the result.
The Safety Review Process
The safety review begins with the machine and the people who interact with it. It ends when the machine builder can trace every required safety function to approved validation evidence.
The process follows the automation project phases.
| Project phase | Safety activity | Result |
| P1 Concept and Analysis | Establish the machine and safety scope | Safety scope agreed |
| P2 User Requirements | Identify hazards and required risk reduction | Safety requirements agreed |
| P3 Functional and System Design | Define safety functions and required Performance Level | Safety concept approved |
| P4 Detailed Design and Implementation | Design the safety-related control system | Safety design verified |
| P5 Factory Acceptance Testing | Test safety functions before delivery | FAT results approved |
| P6 Installation and Site Acceptance | Validate the installed safety functions | Validation approved |
| P7 Handover and Evaluation | Transfer the safety file and continued responsibilities | Safety ownership transferred |
Changes can occur in every phase. Each change must be assessed for its effect on the risk assessment, safety functions, design, calculations, and validation evidence.
Understand the Risk
Begin with the Machine
A risk assessment starts by defining what is being assessed.
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