Engineer surveyor Apprenticeship Standard

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Knowledge

K1: Company inspection procedures and processes
K2: The equipment being inspected and how it is used
K3: Use a range of measurement tools and equipment to carry out inspections such as Vernier Calipers, Pressure Gauges, electrical test equipment, flow meters - where appropriate
K4: Management techniques including customer relationship management, negotiating and influencing techniques, commercial awareness, conflict management and assertiveness techniques
K5: Roles and responsibilities within the organisation, team dynamics and their own boundaries of authority
K6: Report writing tools and note taking techniques and correct use of Systems International (SI) units of abbreviations
K7: Risk assessment methodology and appropriate control measures
K8: How and when to use appropriate IT tools, including spreadsheets and word processing packages
K9: Appropriate legislation and standards including all relevant Health and Safety requirements
K10: Appropriate mathematical problem solving tools including engineering mathematics such as calculus, algebraic transformation techniques ,logarithmic and exponential functions and algebraic methods, trigonometric functions, the radian measure, trigonometric identities and graphs
K11: Engineering science, including the behavioural characteristics of elements of static engineering systems, the behavioural characteristics of elements of dynamic engineering systems
K12: Mechanical Materials science, including the properties, characteristics and selection criteria of materials from tests and data sources including, metallic, ceramic, polymer and composite material
K13: Principles of electrical engineering, including technical drawings, circuits, distribution boards, wiring, measurement and testing of electrical circuits
K14: A detailed technical awareness of the equipment being inspected
K15: Safe access and egress
K16: Effective oral and written communication strategies, the terminology used in this occupation and the appropriate format of inspection reports
K17: Installation methods and practices
K18: AC and DC theory and how this can be used to solve electrical and electronic engineering problems
K19: Principles of materials engineering, including the relationships between manufacturing processes and material behaviour, the impact of heat treatment, liquid processing and mechanical processing methods
K20: The in-service causes of failure of engineering materials, including the most common causes of in-service failure and appropriate remedial action
K21: Health and safety requirements which apply when inspecting, testing and commissioning principles of electrical installations. (Requirements for inspecting and testing electrical installations, requirements for the safe inspection of electrical installations, requirements for the safe testing of electrical installations, inspection and testing procedures of electrical installations.)

Skills

S1: Carry out inspections of engineering equipment in accordance with company policies, relevant legislation and standards
S2: Identify equipment defects - both common and complex - and take appropriate action to advise a compliant outcome
S3: Use appropriate inspection equipment
S4: Use negotiating and influencing techniques to build and maintain customer relationships
S5: Prepare succinct inspection reports using appropriate IT systems
S6: Use engineering principles to reach an overall conclusion about the condition of the equipment
S7: Prepare Risk Assessments and apply Safe Systems of Work
S8: Identify and manage risks of health, safety and welfare
S9: Communicate professionally, effectively and appropriately - both verbally and in writing - with all stakeholders
S10: Manage own time and tasks
S11: Apply engineering science, to identify the behavioural characteristics of elements of static engineering systems, the behavioural characteristics of elements of dynamic engineering systems and AC and DC theory and use this knowledge to identify equipment defects and suggest solutions
S12: Apply the appropriate electrical engineering science principles when inspecting, testing and commissioning an electrical installation, to reach overall conclusions
S13: Apply the appropriate mechanical engineering science principles when inspecting a mechanical installation, to reach overall conclusions
S14: Manage and diffuse potential conflicts
S15: Work safely at height
S16: Read and interpret drawings, data and other relevant information
S17: Interpret appropriate engineering mathematical formulae and compare results with actual on-board readings, data/calculations and inspection findings
S18: Work competently and safely in the workplace to meet regulatory and legislative requirements

Behaviours

B1: Strong work ethic: Positive attitude, motivated by engineering, dependable, ethical, responsible and reliable
B2: Logical approach: Able to structure a plan and develop activities following a logical thought process, but also able to quickly "think on feet" when working through them
B3: Problem solving orientation: Identifies issues quickly, enjoys solving complex problems and applies appropriate solutions. Has a strong desire to push to ensure the true root cause of any problem is found and a solution is identifies which prevents recurrence
B4: Quality focus: Follows rules, procedures and principles in ensuring work completed is fit for purpose and pays attention to detail. Checks for errors
B5: Personal responsibility and resilience: Motivated to succeed. Accountable and persistent to complete task
B6: Clear communicator: Uses a variety of communication methods to give and receive information accurately and in a positive manner
B7: Team player: Not only plays own part but able to work and communicate clearly and effectively within a team and interacts with and helps others when required. Does so in a respectful manner
B8: Maintains competence and keeps pace with change: Continuous improvement in driving effectiveness and efficiency and maintenance of regulations and rules
B9: Adaptability: Able to adjust to different conditions, technologies, situations and environments
B10: Self-motivation: A "self-starter" who wants to give their best, sets themselves challenging targets and can make their own decisions
B11: Commitment: Able to commit to beliefs, goals and standards of their own employer and to the wider industry and its professional standards
B12: Independence and impartiality: Maintains independence and impartiality at all times
B13: Health and Safety: Maintains a health and safety focus at all times, challenging unacceptable behaviour

Core occupation duties

DUTY: Liaise and communicate with clients to provide guidance and information about any defects in their equipment

DUTY: Formulate and produce clearly written, technically accurate inspection reports

DUTY: Manage inspection activities to ensure they are carried out in the most efficient manner

DUTY: Identify additional equipment that requires statutory inspection

DUTY: Act on behalf of the company making full use of technical expertise when required in order to advise clients and stakeholders regarding inspection requirements

DUTY: Carry out site specific risk assessments and create and apply method statements

DUTY: Use operational data to manage weekly work schedule in an efficient and cost effective way

DUTY: Undertake and record Continuous Professional Development

Engineer surveyor (Mechanical) duties

DUTY: Identify mechanical equipment that requires inspection and ensure plant/machinery/equipment not included within the Engineers restricted core range of items authorised to inspect are not inspected but notified to a Technical Specialist responsible for that type of plant/machinery/equipment

DUTY: Carry out inspections/thorough examinations of a restricted range of mechanical plant/machinery/equipment within the Engineer Surveyors limits of competence and core range in accordance with organisation's written procedure. Inspections carried out in accordance with relevant Regulations to which the Engineer Surveyor is authorised by the employer to undertake. Examples typically include the Lifting Operations and Lifting Equipment Regulations, the Provision and Use of Work Equipment Regulations, the Pressure Systems Safety Regulations and Control of Substances Hazardous to Health Regulations

DUTY: Identify defects in mechanical equipment and categorise them appropriately

DUTY: Carry out pre-use inspections of their core allocation of mechanical plant/machinery/equipment to assess general condition to establish if an inspection can be completed in full

DUTY: Carry out pre-use inspections of mechanical plant/machinery/equipment within the core range that may be required to carry out the inspections to ensure it is fit for purpose. This includes but not limited to items such as pressure vessels, power presses and lifting equipment

Engineer surveyor (Electrical) duties

DUTY: Identify electrical equipment that requires inspection and ensure equipment not included within the Engineer Surveyor's restricted core range of items authorised to inspect are not inspected but notified to a Technical Specialist responsible for that type of plant/machinery/equipment

DUTY: Carry out Inspections of a restricted range of electrical equipment with the Engineer Surveyors limits of competence and within their core range in accordance with the organisation's written procedure. Inspections are carried out in accordance with relevant Regulations such as the Electricity at Work Regulations and for which the Engineer Surveyor is authorised by the employer to undertake

DUTY: Identify defects in electrical equipment and categorise them appropriately

DUTY: Carry out pre-use inspection of their core allocation of electrical plan/machinery/equipment to assess general condition to establish if an inspection can be completed in full

DUTY: Carry out pre-use inspections of electrical plant/machinery/equipment within the core range that may be required to carry out the inspections to ensure it is fit for purpose. This includes but not limited to items such as electrical fixed wiring and portable appliances as well as inspections in hazardous areas such as petrol stations

Engineer surveyor

Interested in a simple Skills Scan and Learning Progress Tracker tool for the Engineer surveyor standard?

Knowledge

Skills

Behaviours

Core occupation duties

Engineer surveyor (Mechanical) duties

Engineer surveyor (Electrical) duties

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Interested in a simple Skills Scan and Learning Progress Tracker tool for the Engineer surveyor standard?