Lifting equipment technician Apprenticeship Standard

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Knowledge

K1: The types, applications and unique characteristics of lifting equipment, including static and manually operated equipment, derivatives and the associated technology and the characteristics and physical mechanical properties of materials used in the manufacturing of lifting equipment
K2: Diagnostic and assessment principles required to maintain, repair and modify the mechanical aspects of lifting equipment to meet manufacturer specifications
K3: Current legislation and Standards for lifting equipment, components, tools and equipment
K4: Legislation and required compliance within the lifting equipment industry, including lifting equipment regulations (for example Lifting Operations Lifting Equipment Regulations (LOLER), Machinery Directive, Provision and Use of Work Equipment Regulations (PUWER), Supply of Machinery (Safety) Regulations, Health and Safety at Work Act, Control of Substances Hazardous to Health (COSHH), Working at Height, Confined space working, manufacturer’s instructions and industry standards.
K5: Workshop and onsite operations which may include ordering, stock control and correct use of documentation such as order forms, repair forms, quarantine forms and reports of thorough examination
K6: Types of customer interaction and customer service techniques including when to contact the customer, the tone that should be adopted, how to time and follow up communication – both verbally and in writing, and how to adjust the approach to take account of customers’/clients’ needs
K7: Commercial practices, products and services
K8: How to ensure the safety of self, colleagues and anyone in the working area (risk/hazard identification); manual handling, correct selection and use of Personal Protective Equipment (PPE), Risk Assessment and Method Statements.
K9: Safe disposal and recycling of associated waste (including waste oils, cleaning fluids, batteries, tyres, etc.). Environmental policies.
K10: The rights and responsibilities of an employee and employer, including the importance of respecting people from diverse backgrounds and treating people fairly
K11: Assessment of equipment for continued safe use, such as how to identify the repair required, component compatibility, time and materials required to fix
K12: Knowledge of manufacturer specifications and industry working practices - understanding pre-use checks, storage of equipment, when and where to use them, assembly, maintenance and safe use instructions, knowing the importance of following manufacturers' specifications and organisations' procedures when making repairs and installing lifting equipment
K13: Principles of handling hazardous equipment, materials and substances, their safe handling, preservation, storage & shipping of damaged items, emergency procedures, knowing when to ask for third party advice and guidance
K14: Standard operating functions of lifting equipment in normal use
K15: Pass or fail inspection criteria for equipment when failed or is not fit for purpose, such as identification of common defects and parts that regularly break or go missing and need to be replaced, including chain wear features, missing or broken latches in hooks
K16: Operation of manual or IT applications used in the workshop and on-site environment, such as excel, search engines and company reporting systems
K17: Scheduling and project management techniques; planning and the importance of meeting project deadlines (how to manage oneself to meet company targets)
K18: Causes of defects and maintenance issues and problem solving. How to identify likely causes of damage, for example. manufacturing fault, wear, misuse or overloading
K19: How to prepare a complete report according to legislative requirements and who to contact about defects and how to address them, including when to notify statutory bodies
K20: How to calculate in use operational safe working loads considering working conditions, method of use for the equipment and operating environment, such as how to work out a percentage, mode factors, uniform load method, trigonometric method calculations, algebra and Pythagoras theorem, Units of measure, including imperial and metric systems and how to convert them
K21: Manufacturing techniques and resulting impact on safe and correct operational use of equipment
K22: Heat treatment, principles and processes - including critical ranges and the implications of not achieving correct temperature ranges
K23: Stress and strain and their impact on material behaviour
K24: Verification methods and how and when to use them. This includes destructive and non-destructive testing, which could be visual examination, operational / functional testing, load testing, proof load testing, Magnetic Particle Inspection (MPI), dye penetrant, bend testing, Eddy current testing, X-ray testing, ultrasound testing, Izod testing and Charpy testing
K25: Marking requirements and techniques
K26: How to use measuring equipment and calibrated tools including digital verniers, torqueing tools, dial gauges, load cells, compression tools and micrometers

Skills

S1: Use knowledge, experience and judgement to undertake inspections/examinations in accordance with manufacturer's instructions and guidelines and industry standards
S2: Estimate time required to complete a task
S3: Identify components that require repair, replacement or discard and diagnose faults
S4: Repair or replace component parts in accordance with manufacturer's guidelines and industry standards
S5: Assemble, dismantle and reassemble new and used lifting equipment
S6: Complete routine maintenance on items of lifting equipment in accordance with manufacturer's instructions, guidelines and industry standards
S7: Manufacture/assemble steel wire rope sling in accordance with the applicable and current EN, BS, or ISO manufacturing standards (or other standard specified by the client) and techniques or specifications
S8: Measure and assess wear tolerances and deformation in line with manufacturer instructions/guidance and industry standard
S9: Read and interpret technical drawings, schematic parts diagrams, load charts and technical specifications
S10: Research information using hard copy and digital formats, e.g. referring to LOLER, manufacturers specifications, standards
S11: Log and record work activities and prepare reports, such as a Report of Thorough Examination, Examination Defect Report, timesheets
S12: Identify and use tools and measuring devices required for a task, for example verniers, load cells, tape measure, steel rule
S13: Maintain a clean, tidy and safe working area
S14: Apply company quality control measures
S15: Apply knowledge of lifting equipment to appropriately guide customers in the selection of lifting equipment for the task
S16: Work in accordance with Safe Systems of Work and apply control measures as required (such as Health and Safety at Work Act, Working at Height, Risk Assessment and Method Statements)
S17: Apply safe manual handling techniques
S18: Effectively communicate both verbally and in writing
S19: Identify and use Personal Protective Equipment (PPE)
S20: Develop safe systems of work, including risk assessments and method statements, Specifying manpower required, Specifying qualifications, training and experience requirements, Identifying safe methods of access and transportation, Identifying correct PPE for the task, Specifying work location and environment, plant, machinery, tools and equipment, Identifying the applicable statutory and customer safety standards that must be complied with
S21: Identify toxic and hazardous substances and environments and apply control measures
S22: Dispose of equipment, components and substances in accordance with environmental regulations, industry standards and company policy
S23: Control and manage spills
S24: Perform different types of tests to verify lifting equipment, eg light load test, proof load, function test
S25: Use lifting equipment safely
S26: Install lifting equipment in accordance with manufacturers' specification and industry working practices
S27: Mark lifting equipment in accordance with industrial standards

Behaviours

B1: Safety Conscious - Puts safety first. Always uses safety equipment and PPE and has customers’ safety in mind
B2: Collaborative - For example, works well with others. supports other people (colleagues and/or clients), considers the implications of their actions on other people and the business, listens to others and has a positive and respectful attitude
B3: Professional Values - Behaves in a manner that aligns with the company ethos, including prompt timekeeping, smart presentation of self and working area, acts as a responsible ambassador for the business, by working efficiently, treating all clients, employees and co-workers respectfully and meeting customer and employer expectations
B4: Honesty and Integrity - Acts with integrity, giving honest and accurate guidance to customers
B5: Results Driven - Completes tasks in accordance with the specific job requirements , within the agreed timescale, demonstrating acceptable workmanship and completing the required documentation correctly.
B6: Quality Focus – Shows attention to detail and uses a logical approach to problem solving. Seeks opportunities to improve quality, speed and efficiency. Stays motivated and committed when facing challenges
B7: Continuous Personal Development - Receptive to constructive feedback from peers and management and proactive in giving feedback to others. Reflects on own knowledge, skills and behaviours and seeks opportunities to develop
B8: Assertive and Confident - Is confident and communicates with conviction
B9: Self-Motivation - Takes responsibility for completion of own work
B10: Adaptability - Able to adjust to changes to work instructions and tasks

Duty 1

DUTY: Conduct Thorough Examinations and maintenance of lifting equipment which includes chain hoists, lever hoists, jaw winches, jacks, hand operated winches, travelling trolleys and pulley blocks, shackles, eyebolts, chain slings, wire rope slings, flat webbing slings, round slings, plate clamps, beam clamps, lifting beams, spreader beams and lifting frames

Duty 2

DUTY: Identify parts required to carry out installation, repair and maintenance activities, and estimate the time required to complete the activity, advising customers and managers on the economic viability of the solution

Duty 3

DUTY: Carry out maintenance and replace parts, for example changing latch kits and hooks

Duty 4

DUTY: Manage work allocation making use of IT and paper-based planning systems

Duty 5

DUTY: Carry out maintenance on manually operated lifting appliances such as chain hoists, lever hoists, jaw winches, jacks, hand operated winches, travelling trolleys and pulley blocks

Duty 6

DUTY: Maintain and adhere to the industry standards and/or best practice for quality control over their own work and take an active role in general workshop quality control

Duty 7

DUTY: Maintain mechanical tools and those needing calibration and ensure the workshop is kept tidy

Duty 8

DUTY: Modify equipment in accordance with detailed specifications, taking steps to ensure that any modifications are made in accordance with current legislation and do not create health and safety hazards

Duty 9

DUTY: Give guidance to customers and clients, including information on parts and accessories and deliver verbal explanations of their findings in a clear and concise way, using appropriate language, taking account of the needs of the audience

Duty 10

DUTY: Identify issues with lifting equipment and discuss solutions with customers and clients

Duty 11

DUTY: Carry out verification in accordance with current industry standards and practices (verification types can include function test, non-destructive test, destructive test, light load test, operational and proof load tests)

Duty 12

DUTY: Conduct installations in accordance with manufacturers' instructions and information and client requirements, e.g. Install a chain hoist, lever hoist, set up and install a combined chain hoist and trolley, geared travel or hand-push trolley. Install a swivel hoist ring/ a pair of eyebolts for a 2-leg lifting operation/ beam clamp/ adjustable lifting beam

Duty 13

DUTY: Use and apply lifting equipment as it was intended by the manufacturer and demonstrate correct use to end users

Duty 14

DUTY: Assemble lifting equipment such as chain slings or steel wire rope slings to customer/client specification and current industry standard

Duty 15

DUTY: Safely decommission equipment taking account of health and safety issues, Control of Substances Hazardous to Health (COSHH) requirements including disposal of equipment and ancillary parts

Duty 16

DUTY: Verify operating capacity and appropriate working loads of all relevant equipment, such as slings in the manner that they are being used by way of mathematical equations

Duty 17

DUTY: Prepare reports using clear, concise language appropriate to the target audience

Lifting equipment technician

Interested in a simple Skills Scan and Learning Progress Tracker tool for the Lifting equipment technician standard?

Knowledge

Skills

Behaviours

Duty 1

Duty 2

Duty 3

Duty 4

Duty 5

Duty 6

Duty 7

Duty 8

Duty 9

Duty 10

Duty 11

Duty 12

Duty 13

Duty 14

Duty 15

Duty 16

Duty 17

Duty 18

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Interested in a simple Skills Scan and Learning Progress Tracker tool for the Lifting equipment technician standard?