Authorisation and competence to use work equipment

Competence establishes that a person can use equipment safely under defined conditions. Employer authorisation or designation sets the scope of the use assigned to them. These decisions are related but distinct: a previous course does not replace checking the equipment, environment and tasks the person will perform.

In brief

Using equipment requires appropriate training and, for certain work, specific designation and competence. Employers must check practical skills, define equipment and tasks, and review changes. A certificate does not automatically qualify someone for every machine or replace safe conditions.

Contents
  1. What Royal Decree 1215/1997 requires
  2. Training, competence and authorisation
  3. What to check before assigning equipment
  4. Define an internal authorisation clearly
  5. When to review competence
  6. Employer responsibility and the operator’s duty
  7. Hypothetical example: a forklift with a new attachment
  8. Related concepts
  9. References

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What Royal Decree 1215/1997 requires

Article 3(4) of Royal Decree 1215/1997 reserves use to designated workers when it must take place under specified conditions to prevent or control a risk and requires particular knowledge. Paragraph 5 reserves maintenance, repair or modification involving specific risk to specially trained personnel.

Article 5 requires adequate training and information, including specific training in those circumstances. The decision cannot rest solely on someone having used a similar machine at another company.

Training, competence and authorisation

Training develops knowledge and skills. Competence checks allow observation of whether the person applies them. Internal authorisation documents the scope of the assigned activity: equipment, tasks, locations and relevant restrictions.

Royal Decree 1215/1997 does not establish a single licence qualifying someone to use all equipment. Specific requirements may apply by sector, collective agreement, installation or machine type. Before accepting a credential, identify what it demonstrates, which equipment it concerns and which additional requirements apply.

What to check before assigning equipment

  • Equipment and task: model, configuration, attachments and planned operations.
  • Environment: slopes, traffic, exposed people, loads and interference.
  • Previous training: relevant theoretical and practical content and adaptation needs.
  • Observed practice: initial checks, normal handling and safe responses to abnormalities.
  • Limits: unauthorised tasks, stopping conditions and whom to notify.
  • Specific requirements: documentation or competence required by applicable regulations.

Verification must be proportionate to risk and performed by someone with sufficient knowledge of the task. A hazardous operation should not be authorised through a simple declaration of experience.

Define an internal authorisation clearly

A useful record identifies the person, specific equipment or equipment families, included tasks, limits and who decides the assignment. It also shows the supporting training and practice, without turning the training matrix into a list of certificates disconnected from the job.

The authorisation must be understandable to the worker and supervisor. It should not be confused with the authorised or qualified worker categories for electrical risk, which have their own definitions and requirements.

When to review competence

Articles 15 and 19 of the Occupational Risk Prevention Act require consideration of professional capabilities and adaptation of training when duties, technologies, equipment or risks change. Review is needed if configuration changes, an attachment is introduced or observation shows that a critical operation is not mastered.

A universal expiry period should not be invented. Updating needs depend on applicable regulations, working conditions and competence assessment. A period printed on a certificate does not, by itself, settle those decisions.

Employer responsibility and the operator’s duty

The company retains the duty to provide suitable equipment, maintain it and organise safe use. The individual must follow instructions, not disable safeguards and report risks, under Article 29 of the Occupational Risk Prevention Act.

Article 19 of the Workers’ Statute addresses training and practice. Authorisation does not permit equipment defects to be ignored or a task that cannot be performed safely to become normal practice. When significant doubts arise, the situation must be clarified before continuing.

Hypothetical example: a forklift with a new attachment

An operator knows the usual forklift, but the company introduces an attachment that changes its use. Before assigning that task, it reviews the instructions, conditions of use and necessary training, and checks practical performance in a controlled environment.

The assignment is updated with the corresponding scope and limits. The earlier certificate is retained as background, but is not used as proof that the operator automatically masters the new configuration.

References

  1. BOE. Royal Decree 1215/1997, Articles 3 and 5. Official source
  2. BOE. Occupational Risk Prevention Act, Articles 15, 19 and 29. Official source
  3. BOE. Workers’ Statute, Article 19. Official source

Editorial information

Publication date: 19 October 2026.

Editorial responsibility: Sabentis Editorial Team.

Author: Pablo RodríguezLinkedIn

Executive Vice President of the ORP International Foundation and Chief Financial Officer of Sabentis.

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