New machinery conformity and instructions check
- Version
- v1
- Updated
- 7 October 2026
- Reviewed
- 7 October 2026
- Audience
- Staff responsible for receiving, procuring or commissioning new machinery in maintained and academy primary and secondary schools in England.
- Jurisdiction
- england
Blank fields · read-only preview
Applicability and scope
Complete this form only where the school, its employer, or a procurement or supply arrangement places new machinery on the Great Britain market for the school. Do not use it solely because an existing machine is used at school.
This check applies because the machinery is new and is being placed on the Great Britain market for the school.
RequiredSelect this only when the stated applicability condition is met.
- Tick when complete
Machine and transaction details
Machine description
RequiredEnter the machine type, model and any relevant configuration.
For example: bench-mounted drill, model and configuration
Manufacturer name
RequiredUse the name shown on the machine or its accompanying documentation.
Written response
Model, type or serial reference
RequiredRecord the identifying reference used to match the machine to its conformity documents.
Written response
Supplier name
RequiredRecord the supplier or procurement source.
Written response
Purchase or order reference
RequiredEnter the purchase order, contract or other transaction reference.
Written response
Date received
RequiredEnter the date the school received the machine.
- Day
- Month
- Year
Marking and documentation checks
Applicable conformity marking observed
RequiredSelect the marking status observed on the machine or its supplied documentation.
Choose up to 2
- UKCA marking observed
- CE marking observed
- Both UKCA and CE markings observed
- No applicable marking observed
- Not checked
Location or reference for the marking
RequiredRecord where the marking was observed, such as the machine plate, packaging or supplied documentation.
Written response
Declaration of Conformity status
RequiredRecord whether a Declaration of Conformity was supplied and matched to this machine.
Choose one
- Supplied and matched to the machine
- Supplied but not matched to the machine
- Not supplied
- Not checked
Declaration of Conformity reference
RequiredRecord the document number, date or other reference. If no declaration was supplied, state that.
Written response
English-language instructions status
RequiredRecord whether instructions in English were supplied with the machine.
Choose one
- English-language instructions supplied
- English-language instructions not supplied
- Language or completeness unclear
- Not checked
Instructions reference
RequiredRecord the manual title, revision, document number or location of the English-language instructions.
Written response
Evidence and outcome
Procurement or supplier evidence reference
RequiredRecord the retained reference or location for relevant procurement or supplier evidence, such as an order record, supplier correspondence or document register entry. Do not upload documents in this form.
Enter the evidence reference and retention location
Check outcome
RequiredSelect the outcome based on the recorded checks. Use an action-required outcome where any required item is missing, unclear or not checked.
Choose one
- All required checks confirmed
- Action required before commissioning or use
- Supplier or procurement clarification required
- Check not completed
Actions, discrepancies or additional notes
RequiredDescribe any missing, unclear or inconsistent information and the follow-up required. If no action is required, state that.
Record actions, owners, dates or other relevant notes
Completed by
RequiredEnter the name and role of the person completing this check.
Written response
Completion date
RequiredEnter the date this check was completed.
- Day
- Month
- Year