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Safety case

Machinery and equipment safety case

A safety case is a document that contains risk analysis, as well as information from design, operation and process control documentation regarding the minimum safety requirements.

In addition, the safety case includes the findings of risk assessment at the operation stage after the completion of major repairs of a device.

A safety case is developed during equipment design.

The Eurotest Certification Centre facilitates the development of safety cases for various devices. Our experts will competently design and implement a package of measures necessary to obtain a document certifying the serviceability and safety of equipment.

A safety case is required for devices covered by the Customs Union technical regulation titled “ On the safety of machinery and equipment”. In this context, the document needs to be procured during equipment design, as provided for in Article 4, Clause 7 of the Regulation.

A safety case is part of the package of documents to be put together in the context of equipment compliance validation, both in the form of certification and in the form of declaration.

Safety case development requirements

The Russian Federation has in place a national standard, GOST R 54122-2010, which lays down the basic safety case requirements for machinery and equipment, namely for:

The safety case can refer to standards, specifications and other regulatory documents, provided that these fully reflect the applicable requirements without any conflicts.

A safety case is structured into logically flowing sections and is produced in A4 format.

Safety case content

A device safety case generally contains the following sections.

  1. Main parameters and characteristics of products, including:
    • electrical (voltage, grounding type, current, power etc.);
    • physical (water, oil, steam, air pressure etc.);
    • materials used;
    • overall dimensions, drawings;
    • design features (configuration, variants etc.).
  2. Safety engineering philosophy, including:
    • test results;
    • engineering analysis;
    • certificates for constituents etc.
  3. Serviceability requirements (as per indicator nomenclature):
    • durability;
    • structural integrity;
    • failure rate (mean time between failures);
    • reparability etc.
  4. Personnel requirements:
    • level of vocational training and qualifications;
    • psychological profile;
    • state of health;
    • age limitations etc.
  5. Forward-looking risk analysis for the operation stage:
    • identification of hazards;
    • risk assessment;
    • development of recommendations to eliminate / reduce risk etc.
      • Commissioning requirements (contractor, scope, sequence and time frame of troubleshooting and testing).
      • Management requirements (training of workers, maintenance of the entire system etc.).
      • Quality management requirements to achieve safe operation as per regulations.
      • Environmental protection:
        • emissions to air;
        • discharges to water;
        • soil contamination;
        • utilisationof feedstock, natural resources etc.
      • Requirements for the collection of safety information, including monitoring, measurements and analysis.
      • Utilisation, including methods, techniques and procedures.

Availability of safety cases

The original safety case must be kept by the device designer, and its copies by the equipment manufacturer and operator.