What does the kit support?
Review the written mandate, manage permissible tasks and maintain an evidence trail for document availability, authority requests and case closure – with a guided navigator, case cockpit and editable work tools.
EU Machinery Regulation · authorised representatives
EU Machinery Regulation 2027 for Authorised Representatives – Complete Practical Kit
Review the written mandate, manage permissible tasks and maintain an evidence trail for document availability, authority requests and case closure – with a guided navigator, case cockpit and editable work tools.
Start with a prepared mandate working systemGuided navigator, mandate case cockpit and editable work tools.
- Check written mandate, manufacturer identity and scope of delegable tasks for each case
- Record document availability, authority requests and escalation evidence
- Bring responsibilities, actions, evidence and human sign-off together in a mandate case cockpit
27 files18 Excel workbooksHTML navigatorEditable work tools
Product at a glance
Mandate, tasks and evidence in one working case
Maintain a coherent mandate case record linking tasks, deadlines, evidence, STOP conditions and decisions rather than managing disconnected files.
Maintain a coherent mandate case record linking tasks, deadlines, evidence, STOP conditions and decisions rather than managing disconnected files.
Maintain a coherent mandate case record linking tasks, deadlines, evidence, STOP conditions and decisions rather than managing disconnected files.
Product typeDigital practice kit
Intended usersAuthorised representatives established in the EU
File formatsXLSX · DOCX · HTML · PDF · MD
DeliveryDownload via CopeCart
ProviderSP Services GmbH
Price€199.00 incl. VAT
What is included?
27 customer files: 18 XLSX working files and cockpit/example workbooks, one editable DOCX, one HTML navigator, six PDF documents and one AI practical assistant (MD).
What are the limits?
No manufacturer conformity assessment or preparation of manufacturer technical documentation
From the starting situation to a working case
What authorised representatives can achieve
A written appointment alone does not resolve which duties are permissible under the applicable legal regime or which evidence must support completion.
The case cockpit, registers, checklists and case records connect responsible persons, triggering events, actions and evidence to a reviewable work status.
Mandate boundaries, documents and deadlines are not consistently linked
A written appointment alone does not resolve which duties are permissible under the applicable legal regime or which evidence must support completion.
An evidenced mandate case, not a blanket conformity claim
The case cockpit, registers, checklists and case records connect responsible persons, triggering events, actions and evidence to a reviewable work status.
AI practical assistant
One system-neutral Markdown file, used with an independently selected and approved AI system.
TASKS & REQUIREMENTS
Tasks & requirements
No manufacturer conformity assessment or preparation of manufacturer technical documentation
Determine legal regime and market event
Directive 2006/42/EC · Regulation (EU) 2023/1230
Determine legal regime and market event
Directive 2006/42/EC · Regulation (EU) 2023/1230Distinguish Directive 2006/42/EC from Regulation (EU) 2023/1230 using evidenced product scope and the relevant market event.
Work tools: Determine_EU_Market_Event_and_Assembly_Scope.xlsx; Evidence_First_Placing_on_the_EU_Market.xlsx
Task references: AR-T01
Outcome / evidence: Documented working status in the named work tool; specialist decisions remain with the accountable person.
Review the written mandate
Directive 2006/42/EC · Regulation (EU) 2023/1230
Review the written mandate
Directive 2006/42/EC · Regulation (EU) 2023/1230Record manufacturer identity, EU establishment, written mandate scope, dates and unresolved issues.
Work tools: Mandate_Check_and_Register.xlsx; Mandate_Clarification_and_Correction.docx
Task references: AR-T02
Outcome / evidence: Documented working status in the named work tool; specialist decisions remain with the accountable person.
Separate manufacturer duties from additional tasks
Directive 2006/42/EC · Regulation (EU) 2023/1230
Separate manufacturer duties from additional tasks
Directive 2006/42/EC · Regulation (EU) 2023/1230Exclude non-delegable manufacturer obligations and activate additional tasks only where expressly permitted and mandated.
Work tools: Tasks_and_Duties_Matrix.xlsx; Additional_Mandated_Tasks.xlsx
Task references: AR-T03–AR-T04
Outcome / evidence: Documented working status in the named work tool; specialist decisions remain with the accountable person.
Evidence document custody and availability
Directive 2006/42/EC · Regulation (EU) 2023/1230
Evidence document custody and availability
Directive 2006/42/EC · Regulation (EU) 2023/1230Record storage, access and the retention basis applicable to the legal regime and document type.
Work tools: Document_Custody_and_Availability.xlsx
Task references: AR-T05
Outcome / evidence: Documented working status in the named work tool; specialist decisions remain with the accountable person.
Manage authority requests and missing materials
Directive 2006/42/EC · Regulation (EU) 2023/1230
Manage authority requests and missing materials
Directive 2006/42/EC · Regulation (EU) 2023/1230Handle incoming authority requests, deadlines, manufacturer-provided information and response evidence.
Work tools: Authority_Request_Document_Provision_Case_Record.xlsx; Authority_Request_Mandate_Adapter.xlsx
Task references: AR-T06–AR-T07
Outcome / evidence: Documented working status in the named work tool; specialist decisions remain with the accountable person.
Support market measures and escalation
Directive 2006/42/EC · Regulation (EU) 2023/1230
Support market measures and escalation
Directive 2006/42/EC · Regulation (EU) 2023/1230Cooperate on authority-requested risk mitigation only within mandate limits; track manufacturer communication.
Work tools: Nonconformity_and_Market_Action_Case_Record.xlsx; Manufacturer_Communication_and_Escalation.xlsx
Task references: AR-T08–AR-T09
Outcome / evidence: Documented working status in the named work tool; specialist decisions remain with the accountable person.
Document traceability only when relevant
Directive 2006/42/EC · Regulation (EU) 2023/1230
Document traceability only when relevant
Directive 2006/42/EC · Regulation (EU) 2023/1230Establish whether a real supply or receipt relationship exists rather than presuming it from authorised-representative status.
Work tools: Traceability_Register_Authorised_Representative.xlsx
Task references: AR-T10
Outcome / evidence: Documented working status in the named work tool; specialist decisions remain with the accountable person.
Control handover and human closure
Directive 2006/42/EC · Regulation (EU) 2023/1230
Control handover and human closure
Directive 2006/42/EC · Regulation (EU) 2023/1230Transfer outstanding matters on mandate changes and close cases only after review, evidence and responsible approval.
Work tools: Mandate_Change_Termination_and_Handover.xlsx; Evidence_and_Closure_Overview_Authorised_Representative.xlsx
Task references: AR-T11–AR-T12
Outcome / evidence: Documented working status in the named work tool; specialist decisions remain with the accountable person.
Package contents
Package contents
27 customer files: 18 XLSX working files and cockpit/example workbooks, one editable DOCX, one HTML navigator, six PDF documents and one AI practical assistant (MD).
Guided mandate navigator
Browser-based guidance for mandate boundaries and case-level applicability.
Mandate case cockpit
Excel workbook for case status, duties, owners, evidence references and sign-off.
18 Excel workbooks
Specialist registers, checklists, case records, cockpit and completed worked example.
Practical guide and process overview
Instructions for the overall process and the specialist working stages.
AI practical assistant
One system-neutral Markdown file, used with an independently selected and approved AI system.
Worked example
Six fictional cases in an XLSX workbook for practical orientation.
Product previews
Explore the working materials
Reusable working process
Four phases from mandate intake to evidenced closure
Four distinct phases connect preparation, review, decisions and closure.
Decisions and approvals remain with the accountable people.
Clarify case and legal regime
Clarify case and legal regimeDetermine the case, product, market event and potentially applicable legal branch.
Determine the case, product, market event and potentially applicable legal branch.
Review duties and limits
Review duties and limitsReview the written mandate, manufacturer identity and permitted tasks.
Review the written mandate, manufacturer identity and permitted tasks.
Manage actions and evidence
Manage actions and evidenceProcess tasks under the selected legal regime; escalate missing original evidence.
Process tasks under the selected legal regime; escalate missing original evidence.
Hand over and close responsibly
Hand over and close responsiblyClose only after responsible human review, or retain an explicitly open case.
Close only after responsible human review, or retain an explicitly open case.
Quick start
Get started with a mandate case
Review the written mandate, manage permissible tasks and maintain an evidence trail for document availability, authority requests and case closure – with a guided navigator, case cockpit and editable work tools.
Determine the case, product, market event and potentially applicable legal branch.
Open the navigator and create a case ID in the mandate case cockpit.
Review the written mandate, manufacturer identity and permitted tasks.
Process tasks under the selected legal regime; escalate missing original evidence.
Cross-reference outcomes, deadlines, decisions and evidence in the cockpit.
Close only after responsible human review, or retain an explicitly open case.
Suitable for
- Duly appointed authorised representatives established in the EU
- Teams handling mandates, documentation access and authority correspondence
- Compliance and project teams coordinating mandate case evidence
Prerequisites
- Product, relevant market event and manufacturer identification
- Written mandate and accountable decision-maker
- Access to manufacturer records and compatible office/PDF software
Not included
- No manufacturer conformity assessment or preparation of manufacturer technical documentation
- No automated mandate or authority approval by Excel, HTML or AI
- No legal conformity guarantee or promise of continuous updates
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Price & licence
Licence
The licence permits both purchases by companies (internal use within one legal entity) and purchases by individuals (own personal use). The right of use is non-exclusive, non-transferable and perpetual. Editing the work tools and purpose-specific sharing of completed individual results are permitted; resale, sublicensing and redistribution of blank reusable templates beyond the licensed scope are prohibited.
Support
Download, file access and identifiable technical product defects; contact: digitalprodukte@sp-services-gmbh.de.
Updates
Support covers downloads, file access and evident technical defects at digitalprodukte@sp-services-gmbh.de. Individual professional advice is not included unless separately agreed. Corrections may be supplied for supported major versions; new major versions or extensions may be sold separately. No guaranteed free update period, support duration or response time is included.
Frequently asked questions
Frequently asked questions
For technical product questions: digitalprodukte@sp-services-gmbh.de
Does this replace the manufacturer’s conformity assessment?+
No. Authorised-representative status does not automatically transfer manufacturer duties. The kit structures only permissible, specifically mandated work and its evidence.
Can I use it for cases before 20 January 2027?+
Yes. It addresses case classification under Directive 2006/42/EC and Regulation (EU) 2023/1230. The applicable branch and any transitional provision must be established from the real event and supporting evidence.
Does the navigator approve a mandate automatically?+
No. The navigator and registers support review and may identify STOP/clarification conditions. The accountable person makes the decision.
Must the authorised representative prepare technical documentation?+
No. Preparation of technical documentation and certain other manufacturer obligations cannot be delegated under the Regulation. The kit addresses boundaries, document access, custody and case evidence.
Is an AI system included?+
No. The package provides a system-neutral AI assistant file. You select and approve the AI system used for your case.
Are the files editable?+
Yes. The designated XLSX and DOCX working files can be adapted for your own case. The worked example is for orientation only.
Can an individual buy the kit?+
The enclosed licence distinguishes purchases by private individuals for their own purposes from purchases by an organisation, which establish organisational usage rights within the purchasing legal entity.
What support and updates are included?+
Standard support covers downloading, file access and identifiable technical product defects. Corrections may be provided for the supported major version; there is no general guarantee of ongoing legal updates or individual legal advice.
Ready for the next step?
EU Machinery Regulation 2027 for Authorised Representatives – Complete Practical Kit
€199.00 incl. VAT · Purchase, payment, invoicing and download through CopeCart.