Define the hazard zone
Identify movement, trapping, drawing-in, crushing, cutting, electrical and stored-energy hazards.
Define guarding, access and safety-interface responsibilities across the complete packaging line. The final arrangement must reflect the real hazards, product openings, operating tasks and connected machinery—not a generic conveyor layout.
A conveyor can introduce moving belts, chains, sprockets, rollers, drives, transfer gaps and access points. When it is connected to a filler, capper, labeller, inspection system or another conveyor, the relevant hazard may sit across the boundary between suppliers. The project should number each interface and state who is responsible for the guard, support, fixing, electrical connection, safety function and final validation.
The assessment must include normal production and foreseeable tasks such as cleaning, format change, jam clearance, maintenance, fault finding and product recovery after a stop. A guard that prevents access during production can still be unsuitable if it cannot be removed safely or leaves an unaddressed hazard during a routine task.
Identify movement, trapping, drawing-in, crushing, cutting, electrical and stored-energy hazards.
Record operating, cleaning, adjustment, jam-clearance and maintenance tasks.
Name the party responsible for each physical guard, safety signal and validation activity.
Test the completed installation, including stops, reset, restart and foreseeable fault states.
| Interface item | Project questions | Evidence before release |
|---|---|---|
| Product opening | What passes through, what movement is accessible and what reach or ejection route is possible? | Final product range, drawing, assessed opening and installed inspection. |
| Fixed guard | How is it secured, removed and replaced, and what task requires access? | Final construction, fixing method, access procedure and inspection record. |
| Movable guard | What hazardous movement is controlled and how are opening, stopping and reset managed? | Safety-function description, circuit/software records and validation results. |
| Emergency stop | Which equipment is stopped, what stop category or behaviour is required and how is reset controlled? | Line-level cause-and-effect schedule and installed functional test. |
| Machine-to-conveyor signal | Is the signal operational or safety-related, who generates it and who validates it? | Interface schedule, drawings, signal type and assigned responsibility. |
| Restart after intervention | Can product, pressure or stored energy create an unexpected movement or secondary hazard? | Observed reset and controlled restart in representative line states. |
UK machinery duties depend on the role of each economic operator, the status of the machinery or assembly and the way equipment is supplied and put into service. The final project should be reviewed against the legislation and guidance that apply at that time. HSE guidance explains responsibilities for machinery manufactured for use in-house or assembled on site and provides an introduction to work equipment and machinery requirements. The essential health and safety requirements in Schedule 2 of the Supply of Machinery (Safety) Regulations 2008 are also relevant where those Regulations apply.
This guide is not a conformity assessment, risk assessment or safety-system design. A competent person must review the actual conveyor, connected machines, intended use and installation. Do not infer compliance from a generic component, drawing or web page.
A new container height, wider guide setting, revised transfer, moved photoeye, replacement drive or additional machine can change access and stopping behaviour. The project record should identify which changes need engineering review and which validation tests must be repeated before production restarts.
Coordinate the mechanical layout with the controls and interlocks guide, the FAT/SAT checklist and the cleaning and changeover checklist.
Use these answers to prepare the next technical decision or enquiry.
Responsibility must be assigned for the complete interface. The final machinery assembly and project contracts determine who designs, supplies, installs and validates each guarding and safety function boundary.
No. Product dimensions are an input, but the opening also needs a site-specific risk assessment considering reach, movement, stopping behaviour, foreseeable access and the complete guarding arrangement.
No. Emergency-stop equipment is a complementary protective measure and does not replace suitable guarding or other risk-reduction measures for accessible hazards.
The required response depends on the assessed hazard and safety design. The final safety-related control function, stopping behaviour, reset and prevention of unexpected restart must be designed and validated for the actual machinery.
They must not be assumed to be safety functions. Safety-related parts of the control system require an appropriate architecture, components, design process and validation for the identified risk.
Retain the final risk assessment, interface schedule, drawings, safety-function description, validation records, instructions, residual-risk information and change-control responsibilities appropriate to the supplied assembly.
Include representative samples, the required good output, machine interfaces and any cleaning, access or guarding constraints so Lancing can review the conveyor duty.
The final installed line needs one documented risk assessment and clear ownership of every accessible hazard and safeguarding interface.
The completed installation must be assessed by a competent party with visibility of both machines, the transfer and the tasks performed around them. Dividing supply does not divide the physical risk. Record who owns the final assessment, any infill guarding, access control, validation and documentation before the equipment is accepted.
Integration can create new nip points, reach paths, trapping spaces, unexpected movement or access needs that did not exist when each machine was considered alone. It can also change the emergency-stop and restart sequence. Review the complete installed arrangement and operating tasks, including cleaning, jam clearing and maintenance, rather than relying only on the individual machine guards.
The design should first seek to remove the cause and reduce the need to enter a hazardous area. Where intervention remains necessary, the site needs a safe, documented method with suitable isolation, access and competence. HSE guidance emphasises that safeguards must remain in place and that work equipment should be appropriate, maintained and used safely.
An emergency stop is a complementary protective measure used when an abnormal situation has occurred; it does not prevent normal access to moving parts or remove the need for suitable safeguards. The guarding and safety-related control strategy must follow the actual hazards and risk assessment. HSE’s PUWER overview sets out duties for work equipment used by employees.