WEKA Manager CE English Version

Simple CE marking with the software WEKA Manager CE

Our interactive software, available in English and German, reliably guides you through the various steps required for a conformity assessment of your machines and systems, reducing your work to a minimum!

It couldn’t be simpler.

What’s new?

The WEKA Manager CE guides you through the steps of the CE marking procedure (conformity assessment) for your product in accordance with the Machinery Directive 2006/42/EC, the Low-Voltage Directive 2014/35/EU, the EMC directive 2014/30/EU and other CE regulations.

Important new functions in version 3.5 include:

Saving documents in a separate database

Previously, you were able to assign external files to a project using Documentation -> Supplier documents or other documentation. These files were previously saved in the project directories at drive level. As these project directories may also have existed on client drives, overarching data backup on the network, and rights management as part of WEKA Manager CE user management was only possible on a limited basis.
We have therefore decided that in future these external files will be saved in their own separate database and managed there. This has the advantage of enabling simple, convenient data backup for all external documents as well, and for user rights to these documents to automatically follow the project rights.
The individual chapters of instructions will also be managed through this database in the future.
When editing these external files, you simply have to ensure that the modified files are always checked back in properly. You can do this quite easily with the Save button in the software, meaning it requires just one more mouseclick than previously. And don’t worry: if a document has not been checked back in before the software is closed, you will of course receive an automatic reminder.

Improved Measures wizard

The Measures wizard for risk assessment has been further improved. Firstly, it is now available at the groups and consequences level. This means that – just as with the „Copy hazard group/hazard consequence“ function – you can import entire sections from other projects. The relevant content is either copied into the appropriate group or consequence or created from scratch if it does not already exist in the hazard tree of the target project.
When the Measures wizard is started, a search will not now automatically be launched. You can now start this as a user with one mouseclick – the advantage being that you can adjust the search parameters beforehand. In addition, the „Folder“ and „Project“ parameters have been added, helping to find the relevant protective measures even more quickly.

Essential requirements and hazard consequences

To develop safe products, you must observe the essential requirements from the CE regulations and conduct a risk assessment.
However, while Annex I of the Machinery Directive 2006/42/EC specifies the significant requirements, the general methodology for machine safety, as described e.g. in EN ISO 12100, is essentially based on observation of the significant hazards without specifically referring to the essential requirements of Directive 2006/42/EC. The CEN Guide 414 attempts to establish a relationship in this regard. Table D.1 therein provides, to the extent possible, examples of significant hazards, hazardous situations and hazardous events and their relation to the essential requirements.
You can now also find these in the WEKA Manager CE. Among the essential requirements under the Machinery Directive, you will find the hazard consequences which regularly arise for them. And vice versa, among the individual consequences in the risk assessment you will find information as to which EHSR from Annex I can be linked to it.
Anyone who wants more detailed documentation than is contained in the CEN Guide 414 can edit and expand on the link in a separate hazard tree. This make sense, for example, if the hazard tree is created on the basis of a C standard and a specific hazard is directly assigned to an EHSR in Annex ZZ.

Spellcheck in the Editor – adding words to a custom dictionary

Our Editors underline all words not contained in the WEKA Manager CE dictionary in red. These are primarily industry-specific technical terms and special company designations. But these exact words can now be added to a custom dictionary with just two mouseclicks, ensuring that our spellcheck recognises these words as correct.

Managing user rights at project level

Assignment of rights to projects was previously reserved for administrators only. Anyone who created a new project had to call in an administrator if they wanted to grant read or write access rights to other users for this project. That is changing with this update. New projects now get an „owner“. This initially is the person who created the project. The owner can then decide who is to be granted read or write access rights for this project. If required, they can even independently transfer a project to another owner. This makes rights management far more convenient and frees up the administrators.

Adjustments in the Start cockpit

We have divided up the Start cockpit in a new way. All the way over on the right are upcoming appointments and events, as previously. The middle now contains all important information about the WEKA Manager CE, e.g. information about standard updates or patches. The left-hand side now contains all other news about CE marking.

Guide contents – amendment to the German version of edition 2.1

Attentive users will notice: The text from the guide to the Machinery Directive, which is displayed at multiple points in the software, has now been amended to the German version of edition 2.1. The English text is now also taken from this version. The reason that this amendment took somewhat longer – the update to the English version was originally available in July 2017 – is due to the German Federal Ministry of Labour and Social Affairs. It unfortunately needed quite a long time to translate it into German and only published its version in May 2019. This version has now also been checked by the German Federal Institute for Occupational Safety and Health and agreed with the Austrian Federal Ministry for Digital and Economic Affairs and the Swiss State Secretariat for Economic Affairs.

Hazard tree used/product description template used

Up until version 3.4, after the creation of a project it was no longer possible to see which hazard tree and which product description template were used. We have changed this, and for new projects you will now find this information in Master Data -> Project data.

„Risk assessment will be supplied “ is now „Third-party product“

Up to now, when creating a project you could choose whether you yourself were the manufacturer or whether the product had been supplied to you by another company. Up to now, to do this you had to place a checkmark beside „Risk assessment will be supplied“. We have now renamed this more generally to „Third-party product“. A third-party product is a product which you did not manufacture yourself but is instead supplied by a third party, e.g. partly completed machinery that you then integrate into your assembly of machinery.
When you place a checkmark beside third-party product, all you have to do is complete the project data and check in any documents received about the third-party product in the Documentation -> Supplier documents tab.

Substantial modification can be checked in all CE regulations

There was always a Q&A dialogue in the WEKA Manager CE for machinery which could be used to check whether a machine had been substantially modified. A substantial modification generally means that the product must be classified as a new product and consequently the CE process must be gone through again.
It is now also possible to make substantial modifications to products which are not covered by the Machinery Directive. Even if there is no specific interpretation paper such as in the Machinery Directive, there is sufficient information contained in the Blue Guide. We have also created a corresponding Q&A dialogue from this information which will now allow you to check a substantial modification in all CE regulations.

Display exposed persons from all projects

By default, all persons assigned to the hazard tree used in the project are displayed in the exposed persons. If you want to access persons who you have created in other projects, you can now do this easily by removing the checkmark beside „in this project“. Then all of the exposed persons saved in the database will be displayed.

Display overdue ToDos in the overview

You can already see in the project overview whether there are open ToDos in a project. Now you will see in an additional column whether these ToDos have already passed the date on which they should have been completed. These overdue ToDos are generally particularly critical as they may jeopardise the project schedule and therefore require special attention. You should ideally check on a regular basis which projects have overdue ToDos!

Miscellaneous

Improvements have also been made to the printout of the „Essential requirements“ checklist, the renaming of the life cycle phases, the reasons functions for essential requirements, the settings for the individual print directory and the information on available updates for the WEKA Manager CE.

Important new functions in version 3.4 include:

Several protective measures for one hazard

The Machinery Directive and EN ISO 12100 call for an iterative process of risk reduction. This means that several protective measures may be necessary in order to sufficiently minimise a risk.
In the past, you had to summarise all protective measures in the „Description of the protective measure“ text box in the WEKA Manager CE. Documenting a risk evaluation for individual (sub-)measures was not possible. For example, its was not possible to document that the risk index had already been reduced from 5 to 3 through an inherently safe design and that the value was then further reduced to 1 through the use of an additional safeguard.
We have greatly improved this with this new update! On the „Protective measures“ tab you will find a new dialogue that allows you to create and manage as many protective measures as you wish for a hazard.
In the aforementioned case, you can create three separate measures one after the other, and evaluate each individual measure separately. This is also taken into account in the documentation and ensures that the iterative nature of your risk assessment comes through very clearly.
Our convenient measures wizard can also be found on the level of the individual protective measures. This allows you to quickly and easily add individual measures from other projects to a hazard.
By the way: if you want to bring all protective measures together in one description box like before, you can, of course, continue to follow this procedure.

Links to standards for protective measures

Many protective measures originate from a concrete standard. Before you could only establish this link between a measure and its standard in the description of the measure. To make things easier in future, you can now store information as to which standard, and even which chapter of the standard, forms the basis for each protective measure. To do this, simply select the appropriate standard from your project standards. Another benefit: this standard is monitored to ensure that it is up to date, as normal. Changes or additions to standards cause a warning symbol to appear beside the corresponding protective measure.

Free text search in the measures wizard

The measures wizard is the central copying function for transferring content from other projects into a current project. Until now, this was restricted in that it was only possible to find protective measures for the group and consequence that a user was currently editing. We have now completely revised this. Free text boxes now allow the user to search whole groups, other consequences or specific locations or life cycle phases for appropriate protective measures.
Linking of standards with the applicable EHSRs
One specific feature of the Machinery Directive is the requirement set out in Annex VII Part A No. 1, according to which technical documentation must include the following: „- the standards and other technical specifications used, indicating the essential health and safety requirements covered by these standards.“ Information on EHSRs covered is often forgotten in practice. In order to make meeting this requirement easier for you, now you can assign the EHSRs from a list in an extra column under your project standards. This assignment is then documented in the report on the standards used, in accordance with regulations.

ToDo buttons

Distributing specific tasks to team members is very important, particularly when working in larger teams. In order to make this even easier to do in the WEKA Manager CE, we have integrated the ToDo buttons into more windows, therefore ensuring that you can create a task straight away from virtually anywhere.

Managing team members

The administration of team members itself has also been made more flexible. You can now record several members of a department (e.g. mechanical design or electrical), or apply their role directly from the stored person data.
Calling up the editor
Like in many other applications, double-clicking in a text box now highlights an individual word or paragraph. The editor can still be opened using the „Editor“ button or by right-clicking the mouse.

Overall risk

If you do not want to evaluate the overall risk for your projects, you can now deactivate it for new projects. All you need to do is implement the appropriate setting in the options.

Selection list for safety functions

The „Type of safety function“ box has been expanded so that several safety functions can now be entered. You also have text box-based administration available for self-defined safety functions.

Reason boxes for the risk estimation

Decisions are not always easy to make in a risk estimation, and should be well founded in cases of doubt. So that you have sufficient space to do so, we have redesigned the window so that it provides a large reason box.

Declaration of conformity wizard

More options are now available when compiling the declaration of conformity or declaration of incorporation. You can now automatically insert the header and footer that you use on other documents, you can insert the remark „Translation of the original declaration of conformity“ if required, and you can also select whether you wish to create a Word or a PDF document.

Linking of standards

Links of standards to a PDF, a checklist or a web address are now also displayed next to the standards in the „Significant requirements“ and „Protective measures“ tabs.

Other funktions

Other things that have been improved include: the search function in the project management, the size of the modal windows can now be adjusted more easily to individual requirements, the „Significant requirements“ tab can be launched in a separate window within the „Protective measures“ area, and the „Directives“ tab has been renamed „Legislation“.

Important new functions in version 3.3 include:

Improved functions in the status window

A new function has been added to the status window. You can now manually set the points that are not important for a project to „not relevant“. This allows you to set the status of projects that have not been fully processed to „Completed“. This may be useful for projects for which you have not carried out the risk assessment yourself, or for projects for which you have not created the declaration of conformity by using our software.

The status display in the project overview column now also always matches the display in the status window.

Product description templates – several versions are possible

Up to now you were able to store exactly one alternative version of product description templates in WEKA Manager CE. Version 3.3 now makes it possible to manage several template sets. This enables you to create special product description templates for specific product groups, which are then automatically used for new projects.

The selection of the product description templates is made via a drop-down list in the tab Master Data -> Project data when creating a new project.

Archiving projects

Most CE regulations require technical documentation to be kept for at least 10 years. During this time you should not delete projects that you have edited using WEKA Manager CE. However, the number of projects will increase continuously over the years. Unfortunately, a large number of projects – especially those with many images or graphics – inevitably leads to a large amount of data in the database. This may adversely affect the performance of the database and lead to delays when retrieving data or when setting up individual tabs.

To remedy this situation, you can now archive projects that have been completed and are not currently needed. These archived projects are then no longer located in the active part of the database and do not affect the current performance, which significantly improves the access times of the database.

You can, of course, restore archived projects at any time and transfer them back into the active database area. In doing so, the data structures are always adapted to the current software version, enabling you to reuse these projects as templates for new projects.

Linking standards with appropriate checklists

In our technical information module we offer checklists for certain standards. To enable you to access them quickly and easily, we have linked them directly to the relevant standards in the Standards tab. You can immediately see for which standards a checklist is available and you can also open it directly.

Standard hazard consequences for special machine types

In Annex I, Chapter 2 to 6, the Machinery Directive covers some special types of machinery. These machines regularly pose particular hazards to users. In order for you to be able to keep these in view in the context of a risk assessment and edit them accordingly, the hazards are now automatically transferred to the hazard tree for food processing machines, machines for pharmaceutical or cosmetic products, for hand-held and/or hand-guided machines, for portable fixing devices, for woodworking machines and for machines for pesticide application, if you have selected such a machine in the Directives -> Specify product tab.

Changes in declarations of conformity

Products often fall within the scope of several CE regulations. In such cases, the declaration of conformity must include information on which regulations have been applied. Up to now, one regulation was leading in the wizard for generating the declaration of conformity, depending on the path chosen, i.e. the regulation was explicitly mentioned in the title of the declaration. This could convey the wrong impression that this particular regulation is more important than the other regulations applied. To prevent such misunderstandings, all directives are now listed equally in the category for applied regulations while the document is now called „EC/EU Declaration of Conformity“ only.

New document: Functional safety

Previously, the documents in the Documentation tab did not contain a special report on the control-related protection measures provided in the product. The new „Functional Safety“ documentation closes this gap. The document lists which safety functions are provided at which locations and which required performance levels or SIL values have been determined for them. Information on the components of the safety function, on the designation in the circuit diagram, on the operating cycles and other notes can then be further filled in by the editors responsible for functional safety aspects.

Automatically creating users as team members

When you create a new user in WEKA Manager CE, this user usually takes on a role within the project team. Up to now, you needed to specify the user again as a team member. When creating a new user in the user administration, the system now asks whether this user should also be included in the list of team members, thus saving you a step.

Tool tips during icon mouseover

The icons and symbols in WEKA Manager CE have been selected so that their function is as self-explanatory as possible. However, for newcomers to the software we now also explain them by means of brief tool tips that appear when you move the cursor over an icon.

Experienced users can deactivate this function via Options -> Settings -> Other.

Improved right mouse button functions

In addition to controlling the software via the buttons in the respective tabs, we also offer the option of triggering actions via a menu using the right mouse button. With this update we have again extended the offered functions, so that generally all functions for which there is a button are available via the right mouse button.

Text modules – selection window now more user-friendly

Until now, the selection windows for text modules had a default size that could not be changed. This was inconvenient when working with larger text module libraries. The window size can therefore now be freely defined. In addition, several text modules can be selected simultaneously from a list.

Improved graphics quality

Saving graphics to the database occasionally resulted in quality losses for certain graphics formats. With the update to version 3.3, the function for importing graphics into the database has been revised, enabling us to achieve a better quality for photos, images and graphics.

Interactive dialogue boxes guide you perfectly to your goal

  • Limitation of requirements according to the new Machinery Directive 2006/42/EC
  • Risk assessment in accordance with EN ISO 12100:2010 in interactive dialogue
  • Safety of control systems with the new EN ISO 13849-1 and EN 62061
  • Easy search for applicable harmonised standards
  • Automatic generation, from the operating instructions to the declaration of conformity
  • Checking for substantial modifications
  • Protective measures and residual risks from the risk assessment can be inserted into instructions with a single click
  • You can use the data entered to create your conformity assessment documentation at the press of a button.

The WEKA Manager CE guides you through the steps of the CE marking procedure (conformity assessment) for your product in acc. with the Machinery Directive 2006/42/EC, the Low-Voltage Directive 2014/35/EU, the EMC directive 2014/30/EU and other EC directives.

Important new functions in Software WEKA Manager CE version 2.6 include:

ToDo list for monitoring of measures

In the course of a CE project, numerous different tasks regularly arise which have to be carried out by different members of a project team. We have extensively expanded the monitoring of measures to create, distribute and manage tasks such as these. Now, you can create special tasks at many points in the software, e.g. in the course of the essential health and safety requirements or the risk assessment. You can conveniently send these tasks to team members via e-mail, with a date by which they must be done. The Documentation tab contains an overview of all ToDos that there are in a project. There, you can also print a corresponding ToDo list.

Question/answer dialog for the Radio Equipment Directive 2014/53/EU

Since 13 June 2016, the Radio Equipment Directive 2014/53/EU must be applied. This CE Directive will become very important for the engineering business as well over coming years, particularly with regard to topics such as Industry 4.0 and the Internet of Things. With our question/answer dialogs, you can find out now very straightforwardly whether your products fall within the scope of application of the directive, and whether you have met the requirements imposed by the directive.

Question/answer dialog for the Radio Equipment Directive 2014/53/EU
Software WEKA Manager CE - Question/answer dialog for the Radio Equipment Directive 2014/53/EU

Annex I for the EMC and Low-Voltage Directives

As with the Machinery Directive, Annex I of the new EMC and Low-Voltage Directives also defines the main requirements on products. Our new, interactive checklist allows you to check now which requirements are relevant to your products and whether you have also implemented them.

Annex I for the EMC and Low-Voltage Directives
Software WEKA Manager CE - Annex I for the EMC and Low-Voltage Directives

Linking directives with the hazard tree

In addition to the Machinery Directive, almost all other CE Directives now also demand an appropriate risk analysis and evaluation. As a result, from version 2.6 onwards, the hazard tree based on EN ISO 12100 has been expanded to include additional hazard groups and consequences if not only the Machinery Directive but also other directives have been selected as relevant. You can also use a special hazard tree based on the CENELEC Guide 32 for products that are subject to the Low-Voltage Directive.

Making standards selectable for KE/EE

Not all project standards should automatically also be printed out on the declaration of conformity. We take account of this requirement, and have implemented a function which makes it possible to select precisely those standards which should also appear on the declaration of conformity at the end.

Making standards selectable for KE/EE
Software WEKA Manager CE - making standards selectable for KE/EE

Further innovations as of version 2.6 include:

  • Renaming hazard locations and life cycle phases globally in the project
  • Improved reason boxes in the context of Annex I
  • Improved reason boxes for initial risk and risk estimation
  • Linking project standards subsequently with a standard PDF
  • Displaying all linked and copy documents with sub-supplier documents and other documents
  • Convenient to delete functions for own origins that are no longer used
  • And many other features besides
Produktmanager Stephan Grauer

Produktmanager Stephan Grauer

If you wish to acquire multiple licences or have any questions about the software, please contact Stephan Grauer, our product manager.

E-mail: Send an E-Mail to Stephan Grauer stephan.grauer@weka.de
Phone: +49 8233 23 7101

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