EAL
    Level 3
    QN: 603/2290/1
    Curriculum Active

    EAL Level 3 Diploma in Advanced Manufacturing and Engineering - Technical Support Technician (Development Competence)

    Official qualification regulated by Ofqual, awarded by EAL. Classified as a Occupational Qualification. Total guided learning hours: 52825 hours.

    Qualification Level
    Level 3
    Awarding Body
    EAL
    Syllabus Units
    72 Units
    Guided Hours
    52825 hrs
    Instant access to interactive lessons, quizzes, and spaced revision.

    Course Syllabus & Study Modules

    Complete breakdown of verified curriculum topics and learning objectives.

    1

    Building Regulations for Electrical Installations in Dwellings

    Verified
    Key Learning Objectives:
    • 0 Understand the requirements of the Building Regulations for electrical installations indwellings. 2.0 Understand the requirements of the applicable Building Regulations and ApprovedDocuments
    2

    Carrying out condition monitoring of plant and equipment

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safety and other relevant regulations and guidelines
    • demonstrate the required occupational behaviours in line with the job role and company objectives
    • carry out all of the following during the monitoring activities:1.1 plan and communicate the condition monitoring activities soas to minimise disruption to normal working as much as possible;1.2 adhere to procedures or systems in place for risk assessment,COSHH, personal protective equipment and other relevant safety regulations and procedures to realise a safe system of work.1.3 ensure that the correct condition monitoring equipment is being used for the condition monitoring activity;1.4 check the calibration of the monitoring equipment before use;1.5 where applicable set up the monitoring equipment in accordance with the appropriate procedures;1.6 check that the monitoring equipment is functioning correctly.1.7 carry out the monitoring activities, using appropriate techniques and procedures;1.8 apply safe working practices and procedures at all times
    • correctly set up and check-calibrate the equipment required for the monitoring being carried out
    • carry out the monitoring activities with the minimum disruption to normal activities
    • use appropriate monitoring techniques to set up equipment protection systems, or predictive maintenance system monitoring techniques, on two of the following types of equipment: 2.1 engines (such as piston or turbine);2.2 rotating or reciprocating machinery (such as pumps, compressors);2.3 mechanical equipment (such as cyclic and rotational devices, gearboxes, drives and linkages);2.4 production machinery (such as machine tools, presses, transfer mechanisms);2.5 process equipment (such as furnaces, chemical baths);2.6 rotating electrical machinery (such as generators, motors).2.7 stationary electrical equipment (such as transformers, switchgear).2.8 stationary plant and equipment (such as air receivers, accumulators, tanks, piping).2.9 emergency standby or alarm/warning systems and equipment.2.10 fluid power equipment (such as pipe
    • work, cylinders and actuators and pumps);2.11. process controller (such as program controller, input/outputinterfacing, wiring/cabling, monitoring sensors);2.12 electrical components (such as power supplies, switchgear and distribution panels, control systems);2.13 environmental systems (such as air conditioning, fume extraction).
    • use two of the following condition monitoring methods:3.1 off-line/portable monitoring;3.2 protection monitoring;3.3 sampled monitoring;3.4 human sensory monitoring (sight, sound, touch, smell);3.5 continuous monitoring.
    • use four of the following monitoring techniques:4.1 vibration analysis;4.2 pressure analysis;4.3 temperature analysis;4.4 voltage/current analysis;4.5 flow analysis.4.6 radio telemetry analysis.4.7 particle analysis;4.8 thickness analysis;4.9 crack detection analysis;4.10 oil analysis;4.11 leak detection analysis;4.12 corrosion detection;4.13 humidity analysis;4.14 environmental pollutant analysis;4.15 photo/optical equipment;4.16 other specific monitoring equipment.
    • record and review the outcomes and take appropriate actions
    • Describe the specific health and safety precautions to be applied during themonitoring procedure, and their effects on others;K2
    • Describe the health and safety requirements of the area in which themonitoring activity is to take place, and the responsibility these requirements place on them
    • Describe the hazards associated with carrying out monitoring activities onplant and equipment (such as electrical supplies, moving machinery, processcontroller interface, using damaged or badly maintained tools and equipment, not following laid-down procedures), and how to minimise these and reduce any risks
    • Describe the importance of applying the occupational appropriatebehaviours in the workplace and the implications for both the apprenticeand the business if these are not adhe
    3

    Carrying out Health and Safety Risk Assessments on Engineering Activities

    Verified
    Key Learning Objectives:
    • This unit identifies the training and development required in order that the learner can carry out a health andsafety risk assessment, in accordance with regulatory requirements and approved procedures within theirorganisation.They will be aware of any health, safety and environmental requirements applicable to the engineering activitiesbeing assessed. They will be required to demonstrate safe working practices throughout, and will understand theresponsibility they owe to themselves and others in the workplace.They will be able to apply the occupational behaviours required in the workplace to meet the job profile andoverall company objectives, including logical approach, problem solving orientation, quality focus, personalresponsibility and resilience, clear communicator, team player, applies lean manufacturing principles,adaptability, self-motivation, willingness to learn and commitment
    4

    Carrying out Project Management of Engineering Activities

    Verified
    Key Learning Objectives:
    • This unit identifies the training and development required in order that the learner can project manage variousengineering activities, time and resources, in accordance with approved procedures
    5

    Carrying out visual inspection of welded fabrications

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safety andother relevant regulations, directives and guidelines
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Carry out all of the following activities during the inspection process:1.1observe all the required safety procedures for the workarea/activity1.2obtain and use the correct issue of drawings, job instructionsand welding procedure specifications1.3obtain and check the condition and calibration dates of tools,measuring instruments and equipment used1.4 follow specified or appropriate inspection procedures1.5identify and record out-of-specification features, in theappropriate format1.6mark and identify areas where non-compliance withspecification or defect indications are found1.7leave the work area in a safe and tidy condition on completionof the activities
    • follow the correct specification for the product or equipmentbeing inspected
    • use the correct equipment to carry out the inspection
    • Ensure that they have the required inspection equipment and that it is in good working order, toinclude six of the following, as appropriate to the operation/features being checked:2.1 weld measuring gauge2.2 CCTV viewing system2.3 rule, tape or other linear measuring device2.4 magnifying glass2.5 adjustable square/protractor2.6 mirror2.7 depth gauge2.8 portable lighting2.9 bore scope2.10 means of marking defective areas
    • Carry out specified prefabrication or sub-assembly inspection checks, to include all of the following:3.1 dimensional accuracy3.2 straightness3.3 security of joints3.4 squareness3.5 position/location
    • Carry out the inspection of two of the following types of welded fabrications:4.1 fabricated frames4.2 pipe sections4.3 transformers4.4 structures4.5 cylindrical components4.6 segmented bends4.7 square/rectangular tanks4.8 conical components4.9 modular components4.10 curved/profiled structures4.11 tubular structures4.12 other specific welded fabrications
    • identify and confirm the inspection checks to be made andacceptance criteria to be used
    • carry out all required inspections as specified
    • identify any defects or variations from the specification
    • Carry out specified inspection during fabrication, to check all of the following:5.1 condition of the weld root zone and inter-runs5.2 inter-run cleaning of weld faces and surfaces5.3distortion and shrinkage transformers segmented bendsmodular components other specific fabrications
    • Carry out the specified final inspection checks, to include all of the following:6.1 overall dimensional tolerances6.2 visual appearance of welds/weld profile6.3 extent of distortion, shrinkage or misalignment6.4 evidence of damage (requiring restoration)6.5 defect indications manifested on weld or parent metal surface6.6extent of excess metal, undercut, penetration or lack ofpenetration
    • Carry out the inspection checks to one of the following:7.1 approved construction drawings7.2 client specifications/detail drawings7.3 applicable national and international standards7.4 welding procedure specification
    • record the results of the inspection in the appropriate format
    • Complete the inspection documentation, to include one from the following, and pass to theappropriate people:8.1 weld inspection report8.2 job card8.3 customer specific documentation8.4 concession report
    • deal promptly and effectively with problems within theircontrol and report those that cannot be solved.
    • Outline the specific safety precautions to be taken when inspecting weldedfabrications (such as specific legislation or regulations governing theactivities or work area, safe working practices and procedures to beadopted, general workshop safety practice, risk assessment procedures andrelevant requirements of HASAWA, COSHH and Work EquipmentRegulations)K2 Describe the personal protective clothing and equipment (PPE) that shouldbe worn (such as leather gloves, eye protection, ear protection, safetyharness)K3 Describe th
    6

    Checking and calibrating electrical and electronic test equipment

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safety andother relevant regulations, directives and guidelines
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Prepare for the calibration activities by carrying out all of the following:1.1 ensure that the work area is in a safe and tidy condition1.2ensure that environmental conditions are suitable for thecalibration checks being made (such as temperature,cleanliness, humidity)1.3obtain and use the correct quality control documentation(such as calibration records, equipment specifications)1.4obtain and check the general condition of the instrumentationto be calibrated1.5obtain appropriate calibration/reference equipment for thejob in hand1.6leave the work area in a safe and tidy condition on completionof the activities
    • Carry out the calibration of electrical/electronic test instruments in both of the following types ofmeasurement:2.1 analogue2.2 digital
    • obtain and use the correct equipment to carry out thecalibration activities
    • Carry out the calibration of electrical/electronic test equipment, to include eight of the followingtypes of instruments:3.1 multimeters3.2 flash testers3.3 ammeter3.4 resistance boxes3.5 voltmeter3.6 residual current device (RCD) tester3.7 watt meters3.8 signal generators.3.9 ohmmeters3.10 portable appliance (PAT) testers3.11 oscilloscope3.12 logic probes3.13 insulation tester3.14 current injection devices3.15 loop impedance tester3.16 phase testers3.17 earth bond testers3.18 amplifiers3.19 current probes3.20 spectrum analysers3.21 chart recorders3.22 net
    • work analysers3.23 frequency meters and counters3.24 logic analysers3.25 other specific test equipment
    • identify and confirm the calibration checks to be made andacceptance criteria to be used
    • correctly set up, check and calibrate the equipment, usingapproved techniques and procedures
    • Use three of the following types of equipment during the calibration activities:4.1 reference/workshop potentiometers4.2 spectrum analysers4.3 measuring bridges4.4 net
    • work analysers4.5 master/reference stabilised power supplies4.6 logic analysers4.7 master/reference meters4.8 master/reference signal generators4.9 master/reference oscilloscopes4.10 other specific calibration equipment
    • Test and calibrate electrical/electronic test instrumentation, to include carrying out all of thefollowing:5.1 obtaining calibration parameters from data records5.2 connecting up power supplies, test and calibration equipment5.3 following specified or appropriate calibration procedures5.4ensure that any special operating conditions are taken intoaccount5.5 calibrating to manufacturer's procedures and specifications5.6 applying appropriate coding to calibrated equipment5.7recording calibration results accurately and legibly, in theappropriate format5.8 identifying and recording out-of-specification instruments5.9taking appropriate action in respect of instruments that fail tomeet calibration specifications5.10diagnosing faults during the calibration process (whereappropriate)P6record the results of the calibration checks in the appropriateformat
    • where appropriate
    • apply suitable identification to theequipment, stating current date(s) of calibration
    • Complete the calibration documentation, to include one from the following, and pass to theappropriate people:6.1 calibration report6.2 `equipment withdrawal from service' report6.3 job card6.4 customer specific documentation
    • deal promptly and effectively with problems within theircontrol and report those that cannot be solved
    • Outline the specific safety precautions to be taken when checking andcalibrating electrical and electronic test instrumentation (such as specificlegislation or regulations governing the activities or work area, safe workingpractices and procedures to be adopted, general workshop safety practice)K2 Describe the health and safety requirements of the work area in which theyare carrying out the calibration activit
    7

    Checking and calibrating mechanical inspection equipment

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safety andother relevant regulations, directives and guidelines
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Prepare for the calibration activities, by carrying out all of the following:1.1 ensure that the work area is in a safe and tidy condition1.2ensure that environmental conditions are suitable for thecalibration checks being made (such as temperature,cleanliness, humidity)1.3obtain and use the correct quality control documentation(such as calibration records, equipment specifications)1.4obtain and check the general condition of the measuringinstruments to be calibrated1.5obtain appropriate calibration/reference equipment for thejob in hand
    • Carry out the calibration of measuring instruments in both of the following systems of measurement:2.1 imperial units2.2 metric units
    • obtain and use the correct equipment to carry out thecalibration activities
    • Use five of the following types of calibration equipment:3.1 reference grade slip gauges3.2 reference/master thread gauges3.3 standard reference pieces (such as balls, blocks, wires)3.4 shadow graph3.5 angular reference gauges3.6 floating carriage micrometers3.7 standard taper gauges3.8 microscope3.9 master cylindrical square.3.10 reference/master sine bars3.11 reference/master bores (such as ring/bore)3.12 reference/master sine tables3.13 reference/master bench centres
    • identify and confirm the calibration checks to be made andacceptance criteria to be used
    • Check, and where appropriate, set and calibrate ten of the following:4.1 micrometers (to include external, internal and depth)4.2 verniers (to include length, height and depth)4.3 specialist verniers (such as gear tooth)4.4 specialist micrometers (such as thread)4.5 height micrometer4.6 spline gauges4.7 engineers' square4.8 radius/profile gauges4.9 cylindrical square4.10 workshop gauge blocks4.11 straight edge4.12 gap gauge (fixed and adjustable)4.13 engineers' levels4.14 plug/hole gauge4.15 surface tables4.16 bore gauges (fixed and telescopic)4.17 angle plates4.18 groove gauges4.19 box angle plates4.20 alignment gauges4.21 taper gauges4.22 thread plug gauge4.23 protractors4.24 thread ring gauge4.25 combination squares4.26 thread depth gauges4.27 clinometers.4.28 pneumatic gauges4.29 sine bars4.30 torque gauge/wrench4.31 sine tables4.32 bench centres4.33 dial test indicators4.34 roughness standards4.35 surface finish equipment4.36 other specific equipment
    • correctly set up, check and calibrate the equipment, usingapproved techniques and procedures
    • Check and calibrate mechanical inspection equipment, to include carrying out all of the following:5.1 obtaining calibration parameters from data records5.2 setting and using the correct calibration equipment5.3 following specified or appropriate calibration procedures5.4 calibrating the instruments to manufacturers' specifications5.5 apply appropriate coding to calibrated equipment5.6recording calibration results accurately and legibly, in theappropriate format5.7 identifying and recording out-of-specification instruments5.8taking appropriate action in respect of instruments that fail tomeet calibration specifications5.9diagnosing faults during the calibration process (whereappropriate)P6record the results of the calibration checks in the appropriateformat
    • where appropriate
    • apply suitable identification to theequipment, stating current date(s) of calibration.
    • Complete the calibration documentation, to include one from the following, and pass to theappropriate people:6.1 calibration report6.2 ‘equipment withdrawal from service' report6.3 job card6.4 customer specific documentation
    • deal promptly and effectively with problems within theircontrol and report those that cannot be solved.
    • Outline the specific safety precautions to be taken when checking andcalibrating mechanical measuring equipment (such as specific legislation orregulations governing the activities or
    8

    Checking and calibrating process control instrumentation

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safety andother relevant regulations, directives and guidelines
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Prepare for the calibration activities, by carrying out all of the following:1.1 ensure that the work area is in a safe and tidy condition1.2ensure that environmental conditions are suitable for thecalibration checks being made (such as temperature,cleanliness, humidity)1.3obtain and use the correct quality control documentation(such as calibration records, equipment specifications)1.4obtain and check the general condition of the instrumentationto be calibrated1.5obtain appropriate calibration/reference equipment for thejob in hand1.6leave the work area in a safe and tidy condition on completionof the activities
    • Carry out the calibration of process control equipment, to include four of the following types ofinstruments:2.1 pressure2.2 load/weighing/strain gauges2.3 analysers2.4 flow (fluid, gas or air)2.5 gas detection/monitoring2.6 recorders and indicators2.7 level2.8 fire detection2.9 sound/acoustic measurement2.10 temperature/humidity2.11 fiscal metering2.12 radiation detection2.13 speed measurement2.14 alarm and trip2.15 instrument controllers2.16 vibration monitoring
    • obtain and use the correct equipment to carry out thecalibration activities
    • identify and confirm the calibration checks to be made andacceptance criteria to be used
    • correctly set up, check and calibrate the equipment, usingapproved techniques and procedures
    • Use six of the following types of equipment during the calibration activities:3.1 standard test gauges3.2 speed measuring devices3.3 oscilloscope3.4 dead weight tester3.5 calibrated weights3.6 insulation testers3.7 manometer3.8 calibrated flow meter3.9 analogue and digital meters3.10 digital pressure indicators3.11 ultraviolet light source3.12 phase testers3.13 hydraulic/portable pressure pump3.14 smoke canisters3.15 current injection devices3.16 oil/water bath3.17 heat guns3.18 logic probes3.19 hydrometer3.20 appropriate test gases3.21 audio amplifiers/chambers3.22 reference/workshop potentiometers3.23 sand bath3.24 electronic weight test calibrator3.25 signal generators3.26 other specific test equipment
    • Test and calibrate process control instrumentation, to include carrying out all of the following:4.1 obtaining calibration parameters from data records4.2 connecting up power supplies, test and calibration equipment4.3 following specified or appropriate calibration procedures4.4ensuring that any special operating conditions are taken intoaccount (such as liquid level correction)4.5 calibrating to manufacturer's procedures and specifications4.6recording calibration results accurately and legibly in theappropriate format4.7 identifying and recording out-of-specification instruments4.8taking appropriate action in respect of instruments that fail tomeet calibration specifications4.9diagnosing faults during the calibration process (whereappropriate)P6record the results of the calibration checks in the appropriateformat
    • where appropriate
    • apply suitable identification to theequipment, stating current date(s) of calibration
    • Complete the calibration documentation, to include one from the following, and pass to theappropriate people:5.1 calibration report5.2 job card5.3 ‘equipment withdrawal from service' report5.4 customer specific documentation
    • deal promptly and effectively with problems within theircontrol and report those that cannot be solved
    • Outline the specific safety precautions to be taken when checking andcalibrating process control instrumentation (such as specific legislation orregulations governing the activities or work area, safe working practices andprocedures to be adopted, general workshop safety practice)K2 Describe the health and safety requirements of the work area in which theyare carrying out the calibration activities, and the responsibility theserequirements plac
    9

    Complying with statutory regulations and organisational safety

    Verified
    Key Learning Objectives:
    • Comply with their duties and obligations as defined in the Health and Safety at Work Act.
    • Demonstrate the required occupational behaviours in line with the job role and company objectives.
    • Present themselves in the workplace suitably prepared for theactivities to be undertaken.
    • Demonstrate their understanding of their duties and obligations to health and safety by carrying outall of the following:1.1 apply in principle their duties and responsibilities as anindividual under the Health and Safety at Work Act and relevantcurrent legislation; 1.2 identifying within their organisation, appropriate sources ofinformation and guidance on health and safety issues, toinclude: 1. eye protection and personal protective equipment; 2. COSHH regulations; 3. risk assessments. 1.3 identifying the warning signs and labels of the main groups of hazardous or dangerous substances; 1.4 complying with the appropriate statutory regulations at all times.
    • Follow organisational accident and emergency procedures.
    • Comply with all emergency requirements, to include: 2.1 identifying the appropriate qualified first aiders or appointedperson and the location of first aid facilities;2.2 identifying the procedures to be followed in the event of injury to self or others;2.3 following organisational procedures in the event of fire and the evacuation of premises;2.4 Identifying the procedures to be followed in the event of dangerous occurrences or hazardous malfunctions.
    • Recognise and control hazards in the workplace
    • Comply with all emergency requirements, to include:3.1 their working environment;3.2 the tools and equipment that they use;3.3 materials and substances that they use;3.4 using working practices that do not follow laid down procedures.
    • Use correct manual lifting and carrying techniques.
    • Demonstrate two of the following methods of manual lifting and carrying techniques: 4.1 lifting alone; 4.2 with assistance of others;4.3 with mechanical assistance.
    • Apply safe working practices and procedures.
    • Apply safe working practices in an industrial environment, to include all of the following: 5.1 Maintaining a tidy workplace with exits and gangways free fromobstructions;5.2 Using tools and equipment safely and only for the purposeintended.5.3 Observing organisational safety rules, signs and hazard warnings;5.4 Taking measures to protect others from harm by any work theyare carrying out.
    • Describe the roles and responsibilities of themselves and others under theHealth and Safety at Work Act 1974 and current legislation (such as TheManagement of Health and Safety at Work Regulations; Workplace Healthand Safety and Welfare Regulations; Personal Protective Equipment at WorkRegulations 1992; Manual Handling Operations Regulations; Provision and
    • Use of Work Equipment Regulations; Display Screen at Work Regulations;The Electricity at Work Regulations).
    • Describe the specific regulations and safe working practices and proceduresthat apply to their work activities.
    • Describe the warning signs for the nine main groups of hazardoussubstances defined by Classification, Packaging and Labelling of DangerousSubstances Regulations.
    • Explain how to locate relevant health and safety information for their tasksand the sources of expert assistance when help is needed.
    • Explain what constitutes a hazard in the workplace (such as moving parts ofmachinery, electricity, slippery and uneven surfaces, dust and fumes,handling and transporting, contaminants and irritants, material ejection,fire, working at height, environment, pressure/stored energy systems,volatile or toxic materials, unshielded processes).
    • Explain what are their responsibilities for dealing with hazards and reducingrisks in the workplace (such as hazard spotting and safety inspections; the
    • use of hazard check lists, carrying out risk assessments, COSHH assessmentsand safe systems of working).
    10

    Determining engineering requirements for the supply of products or services

    Verified
    Key Learning Objectives:
    • work safely in accordance with the regulations for their workenvironment
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Carry out all of the following when determining the engineering requirements:1.1 use the correct issue of company information1.2check that all essential information and data needed to makevalid decisions is available1.3 determine the engineering requirements1.4check that the organisation's work and technical capacity canmeet the customer's requirements1.5maintain appropriate levels of customer communication andconfidentiality1.6record and file the engineering requirements in theappropriate format
    • obtain sufficient information to understand clearly thecustomer's requirements
    • advise the customer of relevant product or service features,and relate these to the customer's requirements
    • make sure that the customer requirements are accuratelyspecified
    • check with the customer and obtain agreement that therequirements are interpreted correctly
    • Determine engineering requirements for customer needs for one of the following:2.1drawing/design activities (such as mechanical,electrical/electronic, motor vehicle, aerospace, marine)2.2manufacturing activities (such as machining, detail fitting,fabrication of components, pressing)2.3material processing activities (such as heat treatment, casting,injection moulding, purification)2.4composite manufacture (such as wet lay-up, pre-preglaminating, resin infusion, blow moulding)2.5finishing activities (such as stripping finishes, painting, plating,anodising, veneering, lacquering)2.6assembly activities (such as mechanical, structural, fluidpower, electrical/electronic, woodworking)2.7installation activities (such as mechanical,electrical/electronic, avionic, structural, environmentalequipment)2.8plant and equipment (such as site preparation, plant layout,equipment changeover, equipment supply or replacement)2.9 equipment capability studies/performance measurement2.10 movement of materials, components or finished goods2.11 business improvement activities2.12 engineering safety audits or risk assessments2.13 quality control/quality assurance2.14 maintenance activities2.15 modification and repair activities2.16 testing and trialling2.17 research and development2.18 commissioning/decommissioning2.19 engineering support services
    • determine how their organisation can respond to therequirements in terms of workload and resources
    • Assess the implications of five of the following, in providing the products or services:3.1the technical capability of their organisation to provide theproducts or services requested3.2availability of resources (such as people, materials,equipment, facilities and utilities)3.3 costs and capital expenditure involved3.4 timescales to supply the products or services3.5 effects on current schedules3.6 environmental and health and safety implications3.7 legal implications (as applicable)3.8 training implications
    • provide the information in an appropriate format, usingrecognised and accepted conventions for terms andreferences
    • record and file relevant information, in accordance withorganisational requirements
    • Record and file product or service proposals containing all of the following:4.1 description of product or service required4.2 details of specification requirements4.3 customer requirements that may be difficult to meet4.4 delivery estimate4.5 workload schedule4.6 resources required4.7potential opportunities arising from the proposed supply ofthe product or service4.8 need vs benefit analysis
    • Carry out both of the following on completion of the activities:5.1 validation and evaluation of the systems and procedures used5.2identification of improvements that could be made to thesystems and procedures
    • Record the proposals, in accordance with organisational procedures, using one of the following:6.1 specific company documentation6.2 written or typed report6.3 electronic mail
    • maintain appropriate lev
    11

    Determining engineering software requirements

    Verified
    Key Learning Objectives:
    • Work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
    • Demonstrate the required occupational behaviours in line with the job role and company objectives
    • Plan the software requirement modelling activities before they start them
    12

    Developing and Maintaining Effective Customer Relationships

    Verified
    Key Learning Objectives:
    • This unit identifies the training and development required in order that the learner can develop and maintaineffective customer relationships, in accordance with the requirements of their organisationThey will understand the safety and environmental precautions required when carrying out their duties and theywill bear the precautions in mind when dealing with other people. They will also understand their responsibilitiesfor health and safety in their place of work, and the importance of taking the necessary safeguards to protectthemselves and others when they are working.They will be able to apply the occupational behaviours required in the workplace to meet the job profile andoverall company objectives, including logical approach, problem solving orientation, quality focus, personalresponsibility and resilience, clear communicator, team player, applies lean manufacturing principles,adaptability, self-motivation, willingness to learn and commitment.
    13

    Handing Over and Exchanging Responsibility for Control of Engineering Activities

    Verified
    Key Learning Objectives:
    • This unit identifies the training and development required in order that the learner can hand over responsibilityand control of an engineering activity to the appropriate person, in accordance with approved procedures.They will be aware of any health, safety and environmental requirements applicable to their area ofresponsibility. They will be required to demonstrate safe working practices throughout, and will understand theresponsibility they owe to themselves and others in the workplace.They will be able to apply the occupational behaviours required in the workplace to meet the job profile andoverall company objectives, including logical approach, problem solving orientation, quality focus, personalresponsibility and resilience, clear communicator, team player, applies lean manufacturing principles,adaptability, self-motivation, willingness to learn and commitment.
    14

    Implementing quality control systems and procedures in an engineering environment

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safetylegislation, regulations, directives and other relevant guidelines
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Carry out all of the following during the quality control activities:1.1adhere to procedures or systems in place for risk assessment,COSHH, and other relevant safety regulations1.2obtain the required quality control specifications and relateddocuments1.3 obtain approval to carry out the quality control activities1.4ensure that all appropriate personnel are fully informed oftheir intended activities1.5use appropriate personal protective equipment for the area inwhich they are carrying out the quality control1.6ensure that test results and quality records are stored, in amanner suited to future audit or investigation
    • Implement quality assurance procedures for one of the following engineering activities:2.1drawing/design activities (such as mechanical,electrical/electronic, motor vehicle, aerospace, marine)2.2manufacturing activities (such as machining, detail fitting,fabrication of components, pressing)2.3material processing activities (such as heat treatment, casting,injection moulding, purification)2.4composite manufacture (such as wet lay-up, pre-preglaminating, resin infusion, blow moulding)2.5finishing activities (such as stripping finishes, painting, plating,anodising, veneering, lacquering)2.6assembly activities (such as mechanical, structural, fluidpower, electrical/electronic, woodworking)2.7installation activities (such as mechanical,electrical/electronic, avionic, structural, environmentalequipment)2.8plant and equipment (such as site preparation, plant layout,equipment changeover, equipment replacement)2.9 equipment capability studies/performance measurement2.10 movement of materials, components or finished goods2.11 engineering safety audits or risk assessments2.12 business improvement activities2.13 quality control/quality assurance2.14 maintenance activities2.15 modification and repair activities2.16 commissioning/decommissioning2.17 testing and trialling2.18 research and development2.19 engineering support services
    • Carry out all of the following, in preparation for the quality control activity:3.1 identify the product or process requiring quality control3.2 obtain the criteria for the quality control process3.3identify suitable quality control methods, techniques andprocedures3.4obtain appropriate documentation, tools and equipment forthe quality control activities to be undertaken3.5demonstrate and recommend the quality control process tothe appropriate people
    • obtain accurate information on the engineering products orprocesses that are to be quality controlled
    • Obtain suitable information about the product or process requiring quality control, from two of thefollowing:4.1 quality assurance staff4.2 product specifications4.3 manufacturers' manuals/specifications4.4 regulations and guidelines4.5 engineering drawings4.6 international/national standards
    • establish clear and precise criteria for the quality controlactivities to be undertaken
    • Ensure that the technical sales and marketing materials comply with one of the following:5.1 organisational guidelines and procedures5.2recognised compliance agency body standards, directive orcodes of practice5.3 British, European or International standards or directives5.4 customer standards and requirements5.5 health, safety and environmental requirements5.6variations in regional/global product specification andcompliance (such as language, units of measure and currency)P7pass on the technical details to the appropriate people withinagreed timescales
    • Explain how to access information on health and safety regulations andguidelines relating to the technical material being produced
    • Describe the implications of not taking account of legislation, regulations,standards and guidelines when specifying the technical details
    • Explain the importance of
    15

    Inspecting and testing electrical products

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safety andother relevant regulations, directives and guidelines
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Carry out all of the following during the testing activities:1.1obtain and use the correct issue of company and/ormanufacturers' drawings and testing documentation1.2adhere to risk assessment, COSHH and other relevant safetystandards1.3check that test equipment is correctly calibrated andappropriate for test(s) to be carried out1.4provide safe access and working arrangements for the testingarea1.5carry out the inspection and testing activities, usingappropriate techniques and procedures1.6 operate test equipment within its specification range1.7apply adjustment of inspection results for temperaturecorrection (where applicable)1.8identify and record out-of-specification features, in theappropriate format1.9report and investigate the possibility of gaining a concessionfor out-of-specification products1.10place products in the correct location on completion of theinspection activities (in and out of specification)1.11leave the work area in a safe and tidy condition on completionof the activities
    • follow the appropriate procedures for use of tools andequipment to carry out the required tests/inspections
    • set up and carry out the tests/inspections using the correctprocedures and within agreed timescales
    • Carry out tests on two of the following types of electrical equipment:2.1 rotating equipment (such as motors, alternators)2.2 emergency power equipment2.3 power equipment (such as transformers/inductors).2.4 electrical plant2.5control equipment (such as switchgear, distributionequipment)2.6 alarm equipment2.7 bus bar systems2.8 process control equipment2.9 electrical panels2.10 communication equipment2.11 fans/blowers2.12 wiring looms/harnesses2.13 heating equipment2.14 vehicle control equipment2.15 portable tools/equipment2.16 power supplies2.17 white goods2.18 brown goods2.19 other specific electrical equipment
    • Carry out two of the following inspection procedures:3.1 first/one-off3.2 in-process/sample3.3 final inspection
    • Carry out visual inspection of electrical products, to include ensuring all of the following:4.1 all manufacturing/assembly procedures are complete4.2all components are correctly orientated, positioned andsecured4.3 all connections are mechanically secure4.4 products are free from damage or obvious defects
    • Carry out tests using four of following:5.1 oscilloscope5.2 insulation resistance tester5.3 ohmmeter5.4 loop impedance tester5.5 ammeter5.6 specialist test equipment.5.7 voltmeter (such as 2-pole voltage detector)5.8 current injection tester5.9 torque tester5.10 residual current device (RCD) tester5.11 flash tester5.12 portable appliance tester (PAT)5.13 multimeter5.14 EMC meter
    • Use the relevant test equipment to measure and check five of the following:6.1 protective resistance values6.2 polarity6.3 insulation resistance values6.4 capacitance6.5 current levels6.6 frequency values6.7 voltage detection/levels6.8 inductance6.9 continuity6.10 safety device trip speed6.11 power rating6.12specialised tests (such as speed, sound levels, temperature,interference)6.13 resistance
    • record the results of the tests in the appropriate format
    • review the results and carry out further tests if necessary
    • Check that the electrical products meet one of the following quality and accuracy standards:7.1 BS or ISO standards and procedures7.2 customer standards and requirements7.3 statutory regulations7.4 company standards and procedures7.5 specific system requirements.
    • Complete the relevant paper
    • work, using one of the following, and pass it to the appropriate person:8.1 inspection report8.2 customer specific documentation8.3 concession report8.4 job card.
    • Outline the specific safety precautions to be taken when inspecting andtesting electrical products (such as specific legislation or regulationsgoverni
    16

    Inspecting components using co-ordinate measuring machines (CMM)

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safety andother relevant regulations, directives and guidelines
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Carry out all of the following during the inspecting activities:1.1obtain and use the correct issue of drawings, job instructionsand specifications1.2 follow specified and appropriate inspection procedures1.3identify and record any out-of-tolerance dimensions/features,in the appropriate format1.4investigate and obtain concessions for out-of-specificationproducts (where appropriate)1.5place products in the correct location on completion of theinspection activities (in and out of specification)1.6 shut down the equipment using the correct procedure1.7leave the work area in a safe and tidy condition on completionof the inspection activities
    • follow the correct specification for the product or equipmentbeing inspected
    • use the correct equipment to carry out the inspection activities
    • Use one of the following types manual and/or CNC co-ordinate measuring machines:2.1 vertical2.2 gantry/bridge2.3 horizontal2.4 other specific type
    • identify and confirm the inspection checks to be made andacceptance criteria to be used.
    • carry out all required inspections as specified
    • identify any defects or variations from the specification
    • Inspect one of the following types of engineering components/equipment:3.1 machined components3.2 castings3.3 mechanical assemblies/sub-assemblies3.4 forgings3.5 pressings3.6 overhauled components/products3.7 mouldings3.8 extrusions3.9 patterns3.10 other specific components/products
    • Mount the workpiece in a suitable position, using two of the following:4.1 directly to the machine table4.2 on parallels4.3 on angle plates4.4 on vee blocks4.5 in special jigs4.6 other mounting methods
    • Carry out two of the following inspection procedures:5.1 first/one-off5.2 in-process sample inspection5.3one hundred percent final inspection of components orproducts5.4 statistical quality control
    • Check all of the following, as applicable to the machine type:6.1check that datums for each machine axis are set in relation toequipment, components and probes selected6.2where applicable, download the CNC program into thecontroller, safely and correctly6.3select and mount suitable inspection probes for the differentfeatures to be checked6.4 calibrate the inspection probe (where applicable)6.5enter the probe information correctly into the machinecontroller/operating system6.6ensure that probe changes are carried out safely and clearfrom obstructions6.7check that all inspection operations and probe movementsare executed safely and correctly6.8ensure that any alterations to programs are communicatedfully to the appropriate personnel (where applicable)S7Inspect components/products that have a range of different features and cover twelve of thefollowing:7.1 diameters7.2 threads7.3 recesses7.4 internal diameters/bores7.5 eccentric features7.6 slots7.7 tapered diameters7.8 angular faces7.9 holes or slots on linear/angular pitch7.10 tapered bores7.11 internal profiles/forms/surfaces7.12 holes or slots on pitch circles7.13 shoulders and steps7.14 external profiles/forms/surfaces7.15 counterbored/countersunk holes7.16 linear dimensions (lengths)7.17 grooves/undercuts7.18 special forms (such as gear, spline, serrations)7.19 depths
    • Check four of the following geometric features:8.1 flatness8.2 straightness8.3 parallelism8.4 alignment8.5 position/location8.6 geometry8.7 squareness8.8 concentricity8.9 distortion8.10 ovality/lobing8.11 eccentricity8.12 surface finish
    • record the results of the inspection in the appropriate format
    • Complete inspection documentation to include one from the following and pass to the appropriatepeople:9.1 inspection report9.2 concession report9.3 job card9.4 customer specific documentation
    • deal promptly and effectively with problems within theircontrol and report those that cannot be solved.
    17

    Inspecting fabricated components and structures

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safety andother relevant regulations, directives and guidelines
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Carry out all of the following activities during the inspection process:1.1observe all the required safety procedures for the workarea/activity1.2obtain and use the correct issue of drawings, job instructionsand specifications1.3obtain and check the condition and calibration dates of tools,measuring instruments and equipment used1.4place and coordinate temporary survey stations, whererequired (where applicable)1.5perform the dimensional survey and determine out-oftolerancevalues1.6apply adjustment of survey results for temperature correction(where applicable)1.7produce recommendations for control of final globaldimensions, using intermediate data (where applicable)1.8report and investigate the possibility of gaining a concessionfor out-of-specification products1.9leave the work area in a safe and tidy condition on completionof the activities
    • follow the correct specification for the product or equipmentbeing inspected
    • use the correct equipment to carry out the inspection
    • Carry out the inspection of two of the following types of fabrications:2.1 fabricated frames2.2 pipe sections2.3 transformers2.4 structures2.5 cylindrical components2.6 reduction pieces2.7 square/rectangular tanks2.8 conical components2.9 segmented bends2.10 curved/profiled structures2.11 tubular structures2.12 modular components2.13 trunking/ducting systems2.14 panels2.15 other specific fabrication
    • Carry out twelve of the following checks:3.1 dimensional accuracy3.2 straightness3.3 security of joints3.4 squareness3.5 position/location3.6 weld size and profile3.7 angle3.8 freedom from distortion/damage3.9 computation of best-fit centres3.10 alignment3.11 completeness3.12 prediction of erection positions3.13 circularity or ovality3.14 flatness3.15 development of cut lines3.16 visual appearance3.17 orientation3.18computation of allowances for weld gap tolerances and weldshrinkage for attainment of global tolerances3.19 practical allowances for expansion and contraction
    • Use six of the following types of inspection equipment:4.1 rules and tapes4.2 protractors4.3 rafter squares4.4 squares4.5 plumb lines4.6 templates and jigs4.7 spirit levels4.8 callipers4.9 theodolites4.10 dividers4.11 vernier instruments4.12 laser equipment4.13 gauges4.14 torque instruments4.15 total station (electronic theodolite)4.16 automatic levelling equipment
    • identify and confirm the inspection checks to be made andacceptance criteria to be used
    • carry out all required inspections as specified
    • identify any defects or variations from the specification
    • Carry out the inspection checks to one of the following quality and accuracy standards:5.1 approved construction drawings5.2 applicable national and international standards5.3 client specifications/detail drawings
    • record the results of the inspection in the appropriate format
    • Complete inspection documentation, to include one from the following, and pass to the appropriatepeople:6.1 inspection report6.2 customer specific documentation6.3 job card6.4 concession report
    • deal promptly and effectively with problems within theircontrol and report those that cannot be solved
    • Outline the specific safety precautions to be taken when inspectingfabricated components (specific legislation or regulations governing theactivities or work area, safe working practices and procedures to beadopted, general workshop safety practice, relevant sections of COSHHK2 Describe the personal protective clothing and equipment (PPE) that shouldbe worn (such as leather gloves, eye protection, ear protection, safetyharness)K3 Describe the hazards associated with inspecting fabricated products (suchas working at height, handling fabricated structures, slips, trips and falls),and how they can be minimised
    • Explain the importance of applying the a
    18

    Inspecting mechanical products

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safety andother relevant regulations, directives and guidelines
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Carry out all of the following during the inspecting activities:1.1obtain and use the correct issue of drawings, job instructionsand specifications1.2obtain and check the condition and calibration dates of tools,measuring instruments and equipment to be used1.3 follow specified or appropriate inspection procedures1.4use the correct and appropriate tools and equipment at alltimes1.5apply adjustment of inspection results for temperaturecorrection (where applicable)1.6identify and record out-of-specification features, in theappropriate format1.7investigate and, where appropriate, obtain a concession forout-of-specification products1.8place products in the correct location on completion of theinspection activities (in and out of specification)1.9leave the work area in a safe and tidy condition on completionof the activities
    • follow the correct specification for the product or equipmentbeing inspected
    • Inspect one of the following types of mechanical product:2.1 machined components2.2 castings2.3 extrusions2.4 mechanical assemblies/sub-assemblies2.5 forgings2.6 patterns2.7 pressings2.8 overhauled products.2.9 mouldings2.10 treated/coated components2.11 other specific mechanical product
    • use the correct equipment to carry out the inspection
    • identify and confirm the inspection checks to be made andacceptance criteria to be used
    • carry out all required inspections as specified
    • Carry out two of the following inspection procedures:3.1 first/one-off3.2one hundred percent final inspection of components orproducts3.3 in-process sample/patrol inspection3.4 random/selective sampling of finished components or product3.5 statistical quality control
    • Inspect mechanical products, using twelve of the following:4.1 rule or tape4.2 gap gauge4.3 surface texture comparison plates4.4 external micrometer4.5 feeler gauge4.6 surface texture measuring machines4.7 internal micrometer4.8 hole gauge4.9 optical equipment (such as shadowgraphs, microscopes)4.10 depth micrometer4.11 thread gauge4.12 height micrometer4.13 thread wires4.14 temperature gauges4.15 specialist micrometers4.16 slip gauge4.17 flow meters4.18 length vernier4.19 protractors4.20 pressure gauges4.21 depth vernier4.22 sine bar or table4.23 co-ordinate measuring machines (CMM)4.24 height vernier4.25 dial test indicator4.26 electrical measuring equipment4.27 straight edge4.28 radius/profile gauges4.29 visual checks for appearance and completion4.30 engineer's square4.31 torque wrench4.32 inclinometer4.33 other specific equipment
    • Use the relevant equipment to measure and check twelve of the following features:5.1 external diameters5.2 thread fit5.3 holes or slots on linear/angular pitch5.4 internal diameters/bores5.5 thread form/profile5.6 special forms (such as gear, spline, serrations)5.7 length/linear dimensions5.8 internal profiles/forms/surfaces5.9 shoulders and steps5.10 external profiles/forms/surfaces5.11 fit/working clearance5.12 depth5.13 angular faces5.14 physical properties (such as hardness)5.15 internal tapers5.16 chamfers and radii5.17 bonding strength5.18 external tapers5.19 grooves/undercuts5.20 coating thickness5.21 eccentric features5.22 counterbored/countersunk holes5.23 torque5.24 recesses5.25 holes or slots on pitch circles5.26 electrical characteristics5.27 slots
    • Use appropriate equipment to check eight of the following geometric features:6.1 flatness6.2 position/location6.3 verticality6.4 alignment6.5 orientation6.6 parallelism6.7 squareness6.8 concentricity6.9 geometry6.10 ovality/lobing6.11 eccentricity6.12 distortion6.13 straightness6.14 level6.15 surface finish
    • identify any defects/flaws or variations from the specification
    • record the results of the inspection in the appropriate format
    • Complete inspection documentation, to include one f
    19

    Loading and proving computer control programs

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safety andother relevant regulations, directives and guidelines
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Ensure that they apply all of the following checks and practices during the programming activities:1.1the correct operating program is obtained and checked forcurrency and validity1.2the machine controller is prepared, ready to accept theoperating program1.3 the program is loaded into the controller, safely and correctly1.4program media is stored safely and correctly, away fromcontaminants or sources of corruption
    • use the correct control program and ensure it is correctlyloaded into the machine controller
    • Load and prove programs for one of the following types of computer control equipment:2.1 CNC machine tools2.2 industrial robots2.3 co-ordinate measuring machines2.4 PLC equipment
    • Obtain and load programs stored on one of the following mediums:3.1 remote or networked computer terminal3.2 machine controller3.3 personal computers3.4 tape (such as punched or magnetic)3.5 handheld programmers3.6 disk3.7 other specific media
    • follow the correct procedures for calling up the program anddealing with any error messages or faults
    • confirm program integrity
    • Operate the controller using six of the following, as applicable to the equipment type:4.1 use single step/single block run mode of operation4.2 graphic displays4.3 full dry run4.4 search facilities4.5 program save/store facilities4.6 edit facilities4.7 program override controls (speed, feed, tool data)4.8 data input facilities4.9 data output peripherals (such as printers)4.10 speed and acceleration parameters
    • adjust the equipment and program operating parameters tooptimise the outcomes to be achieved
    • load and correctly set-up all associated equipment
    • check that all safety mechanisms are in place and that theequipment is set correctly for the required operations
    • Confirm that the equipment and program operates safely and correctly by carrying out thefollowing, as applicable to the type of equipment used:either carry out all of the following:5.1check that datums for each axis are set in relation to theequipment/component and tooling used5.2 ensure that start-up positions are safe and correctly set5.3ensure that tooling information is correctly entered into themachine controller (such as type, number, position)5.4check that tooling change positions are safe and clear of theworkpiece and other devices (such as clamps, jigs and fixtures)5.5ensure that the correct tooling is selected at the appropriatepoints in the program5.6check that tooling/operational paths are executed safely andcorrectly5.7ensure that all operations are carried out to the program coordinates5.8 save edited programs5.9 produce back-up copies of completed programs5.10ensure that any alterations to programs are communicatedfully to the appropriate personnelor carry out all of the following:5.11force contacts `on' and `off' and check for correct operation ofperipherals5.12edit, enter and remove contacts from lines of logic, whereappropriate5.13 check counter and timer settings5.14 save edited programs5.15 produce back-ups of completed programs5.16ensure that any alterations to programs are communicatedfully to the appropriate personnelor carry out all of the following:5.17confirm that the robot operates within the defined operatingenvironment/envelope/cell layout5.18 ensure that start-up positions are safe and correctly set5.19check that intrusion monitoring systems are operatingcorrectly (where appropriate)5.20 check that robot operations are executed safely and correctly5.21 monitor and review cycle times5.22ensure that all operations are carried out to program coordinates5.23 save edited programs5.24 produce back-ups of completed programs5.25ensure that any alterations to programs are communicatedfully to the appropriate personnel
    • Maintain appropriate records of program proving activities
    20

    Measuring engineering software quality

    Verified
    Key Learning Objectives:
    • Work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
    • Demonstrate the required occupational behaviours in line with the job role and company objectives
    • Plan the software quality measurement activities before they start them
    21

    Monitoring engineering activities

    Verified
    Key Learning Objectives:
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Carry out all of the following during the monitoring activities:1.1obtain the necessary specifications and documents requiredfor the monitoring process1.2 obtain approval to carry out the monitoring activities1.3ensure that all appropriate personnel are fully informed oftheir intended activities1.4use appropriate personal protective equipment for the area inwhich they are carrying out the monitoring activities1.5 apply safe working practices and procedures at all times1.6 ensure that by-products and waste are disposed of correctly1.7ensure any problems are resolved as they occur following thedefined monitoring procedures at all times
    • monitor the operational processes at suitable opportunities
    • monitor the supply and use of resources to ensure that they areeffectively used
    • Carry out the monitoring activities on one of the following engineering activities:2.1drawing/design activities (such as mechanical,electrical/electronic, motor vehicle, aerospace, marine)2.2manufacturing activities (such as machining, detail fitting,fabrication of components, pressing)2.3material processing activities (such as heat treatment, casting,injection moulding, purification)2.4composite manufacture (such as wet lay-up, pre-preglaminating, resin infusion, blow moulding)2.5finishing activities (such as stripping finishes, painting, plating,anodising, veneering, lacquering)2.6assembly activities (such as mechanical, structural, fluidpower, electrical/electronic, woodworking)2.7installation activities (such as mechanical,electrical/electronic, avionic, structural, environmentalequipment)2.8plant and equipment (such as site preparation, plant layout,equipment changeover, equipment replacement)2.9 equipment capability studies/performance measurement2.10 movement of materials, components or finished goods2.11 engineering safety audits or risk assessments2.12 business improvement activities2.13 quality control/quality assurance2.14 maintenance activities2.15 modification and repair activities2.16 commissioning/decommissioning2.17 testing and trialling2.18 research and development2.19 engineering support services
    • Obtain relevant information from the appropriate sources, to include two of the following:3.1 work orders3.2 planning documentation3.3 contracts3.4 quality standards3.5 plans/designs3.6 equipment or materials supplier information3.7 purchase orders3.8 schedules3.9 standard operating procedures3.10 production control documentation
    • confirm that the materials used during the operationalprocesses comply with specifications
    • confirm that suitable operational methods and procedureshave been used
    • During the monitoring activity
    • carry out all of the following:4.1ensure there is an effective supply and use of resources (suchas people, materials, equipment)4.2verify that materials or equipment used are withinspecification4.3evaluate the outputs of the engineering process, and comparethese with specifications4.4 record any deviations from agreed plans and schedules4.5confirm that all relevant regulations, directives and guidelinesare complied with4.6 ensure that relevant people are kept informed
    • Monitor the engineering activity, using two of the following techniques:5.1 scheduled5.2 random5.3 reactive
    • Use two of the following during the monitoring activity:6.1 resource supply (such as materials, equipment and people)6.2 observation6.3 data collection6.4 sampling
    • identify any variations from agreed plans and schedules
    • ensure that any problems with the operational processes areidentified and solved promptly
    • Carry out all of the following on completion of the monitoring activities:7.1validation and evaluation of the monitoring systems andprocedures used7.2suggested improvements to their process of monitoring theengineering activity7.3recommendations for improvements or changes to theengineering activities that were monitored
    • ensure that the outp
    22

    Performing computer system security assessments for engineering software

    Verified
    Key Learning Objectives:
    • Work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
    • Demonstrate the required occupational behaviours in line with the job role and company objectives
    • Plan the computer system security assessment activities before they start them
    23

    Performing engineering software configuration management

    Verified
    Key Learning Objectives:
    • Work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
    • Demonstrate the required occupational behaviours in line with the job role and company objectives
    • Use appropriate sources to obtain the required information for the software configuration/change control activity
    24

    Performing engineering software acquisition

    Verified
    Key Learning Objectives:
    • Work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
    • Demonstrate the required occupational behaviours in line with the job role and company objectives
    • Plan the software acquisition activities before they start them
    25

    Performing engineering software analysis techniques

    Verified
    Key Learning Objectives:
    • Work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
    • Demonstrate the required occupational behaviours in line with the job role and company objectives
    • Plan the software analysis activities before they start them
    26

    Performing engineering software safety assessments

    Verified
    Key Learning Objectives:
    • Work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
    • Demonstrate the required occupational behaviours in line with the job role and company objectives
    • Plan the software safety assessment activities before they start them
    27

    Performing low level programming for engineering software

    Verified
    Key Learning Objectives:
    • Work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
    • Demonstrate the required occupational behaviours in line with the job role and company objectives
    • Plan the programming activities before they start them
    28

    Producing Contractual Arrangements to Supply or Procure Goods or Services for Engineering Activities

    Verified
    Key Learning Objectives:
    • This unit identifies the training and development required in order that the learner can produce contractualarrangements to supply or procure goods or services such as materials, components, services, facilities,equipment or people to customers, in accordance with approved proceduresThey will be aware of any company, legislative or regulatory health, safety and environmental requirementsapplicable to the engineering activities for which the tender is being supplied. They will be required todemonstrate safe working practices throughout, and will understand the responsibility they owe to themselvesand others in the workplace.They will be able to apply the occupational behaviours required in the workplace to meet the job profile andoverall company objectives, including logical approach, problem solving orientation, quality focus, personalresponsibility and resilience, clear communicator, team player, applies lean manufacturing principles,adaptability, self-motivation, willingness to learn and commitment.
    29

    Producing engineering software implementation

    Verified
    Key Learning Objectives:
    • Work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
    • Demonstrate the required occupational behaviours in line with the job role and company objectives
    • Plan the software implementation activities before they start them
    30

    Producing engineering software design

    Verified
    Key Learning Objectives:
    • Work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
    • Demonstrate the required occupational behaviours in line with the job role and company objectives
    • Plan the software design modelling activities before they start them
    31

    Producing off-line programs for CNC laser profiling machines

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safety andother relevant regulations, directives and guidelines
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Carry out all of the following in preparation for the CNC programming:1.1check that all the equipment is correctly connected, and is in asafe, tested and usable condition (such as cables undamaged,correctly connected, safely routed)1.2power up the equipment and activate the programmingsoftware1.3set up the computer system to be able to produce theprogram1.4ensure that they have the necessary component data andinformation to produce the program1.5identify and deal with problems (such as information basedand/or technical)P3produce computer control programs that contain all therelevant and necessary data for the engineering activity to becarried out
    • produce the control programs in the appropriate formats
    • make sure that codes and other references used in theprograms are applicable to the type of controller used
    • Produce programs using one of the following methods:2.1 computer aided machining (CAM)2.2 conversational code2.3 G code2.4 other specific method (such as macros)S3 Carry out all of the following, as applicable to the programming method selected:3.1import the component data file, and/or produce theshape/geometry of the component3.2 select a suitable or specified datum point3.3 select absolute and/or incremental system of measurement3.4 select imperial or metric system of measurement3.5 input the safe start position3.6 input material parameters3.7 select appropriate reference codes3.8 input required positional information3.9input cutting parameters (such as beam intensity, direction,feed in/out)3.10input preparatory commands and machinemanagement/auxiliary functions3.11use repetitive programs (sub-routines, canned cycles, labels,macros)3.12 determine the cutting path order and sequence3.13input any additional information (such as a work-shiftposition)3.14 convert the program into the correct format (post processing)S4Produce laser cutting/profiling programs, combining different operations that will produce seven ofthe following features:4.1 square/rectangular profiles4.2 circles4.3 holes radially positioned4.4 angular profiles4.5 ellipses4.6 slots and apertures4.7 curved profiles4.8 holes linearly positioned4.9 other specific features
    • pass on the programs to the appropriate people, withinagreed timescales
    • save and back up the program detail, and store securely inaccordance with organisational requirements
    • undertake changes to program details, within agreed controlprocedures
    • Carry out all of the following on completion of the programming activity:5.1 check and review the program format and content5.2edit the program using the correct procedure (whereappropriate)5.3 check that the program is correctly titled and referenced5.4ensure that programs are stored safely and correctly, in thecorrect format and location5.5ensure that the program has been checked and approvedbefore forwarding to the end user5.6send the approved program to the correct location for the enduser5.7create a separate back-up copy of the program, in case of filecorruption or accidental deletion.
    • Outline the specific safety precautions to be taken when working withcomputer systems (to include safety guidance relating to the use of visualdisplay unit (VDU), equipment and workstation environment (such aslighting, seating, positioning of equipment), repetitive strain injury (RSI); thedangers of trailing leads and cables; how to spot faulty or dangerouselectrical leads, plugs and connections)K2 Outline good housekeeping arrangements (such as cleaning down worksurfaces; putting media, manuals and unwanted items of equipment intosafe storage; leaving the work area in a safe and tidy condition)K3 Explain the importance of applying the appropriate occupational behavioursin the workplace and the implications for both the learner and the business
    32

    Producing operating programs for industrial robots:

    Verified
    Key Learning Objectives:
    • work safely at all times, complying with health and safety andother relevant regulations and guidelines
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Ensure that they apply all of the following checks and practices during the robot programming activities:1.1 check that all the teach pendant/computer equipment iscorrectly connected, and is in a safe, tested and usablecondition (such as cable(s) undamaged, safely routed)1.2 power up the equipment and activate the programmingsoftware.1.3 set up the computer system to produce the program1.4 ensure that the correct process input/output and control datato produce the program is obtained and checked for currencyand validity1.5 identify and deal with problems (such as information basedand/or technical).
    • produce computer control programs that contain all therelevant and necessary data for the engineering activity to becarried out
    • produce the control programs in the appropriate formats
    • Prepare, load and prove programs for one of the following types of robot controller:2.1 Cartesian (gantry)2.2 SCARA2.3 jointed arm/articulated2.4 parallel2.5 other specific type
    • Produce operating programmes for one of the following engineering applications:3.1 welding3.2 stud welding3.3 machine loading/unloading3.4 packaging3.5 surface coating3.6 assembly3.7 gluing/sealing3.8 logistics movement/control3.9 other specific activity.
    • make sure that codes and other references used in theprograms are applicable to the type of controller used.
    • Produce process control programs, for robots with digital and analogue inputs/outputs from four ofthe following:4.1 proximity sensors4.2 hydraulic actuators4.3 pressure switches4.4 barcode scanners4.5 limit switches4.6 liquid flow switches4.7 optical sensors4.8 timer switches4.9 air flow switches4.10 control panel switches4.11 colour sensors4.12 temperature sensors4.13 liquid level sensors4.14 counters4.15 pneumatic actuators4.16 other actuator.
    • Develop programs which contain all of the following, as applicable to the robot type:5.1 safe start and stop positions5.2 all necessary positional information5.3 type of motion (such as joint interpolated, linear, circular)5.4 preparatory commands and process management/auxiliaryfunctions5.5 repetitive programs (sub-routines, canned cycles, labels)5.6 part programs downloaded from a computer (such as patchprogrammes)5.7 speed/acceleration parameters5.8 use of workframes (such as tool, global, joint, user)5.9 sensor information.
    • Prove the robot program using, four of the following:6.1 single block run6.2 full dry run6.3 search facilities6.4 edit facilities6.5 program override controls6.6 data input facilities6.7 all modes (such as auto, T1, T2 and remote).
    • pass on the programs to the appropriate people, within agreedtimescales
    • save and back up the program detail, and store securely inaccordance with organisational requirements
    • Carry out all of the following on completion of the programming activity:7.1 check and review program formats and contents7.2 edit programs using the correct procedure (where appropriate)7.3 check that programs are correctly titled and referenced7.4 ensure that programs are stored safely and correctly in thecorrect format7.5 ensure that programs have been checked and approved beforeforwarding to the end user7.6 create a separate back-up copy of the program, in case of filecorruption or accidental deletion
    • undertake changes to program details, within agreed controlprocedures.
    • Describe the safe working practices and procedures to be followed whenproducing and proving industrial robots operating programs
    • Describe the specific safety precautions to be taken when working withcomputer systems (to include safety guidance relating to the use of visualdisplay unit (VDU), equipment and workstation environment (such aslighting, seating, positioning of equipment), repetitive strain injury (RSI); thedangers of trailing leads and c
    33

    Providing Technical Advice and Guidance on Engineering Activities

    Verified
    Key Learning Objectives:
    • This unit identifies the training and development required in order that the learner can advise and guide othersin work-related engineering technical matters, in accordance with approved proceduresThey will understand the safety precautions required in the work area where they provide technical guidance.They will be required to demonstrate safe working practices throughout, and will understand the responsibilitythey owe to themselves and others in the work area.They will be able to apply the occupational behaviours required in the workplace to meet the job profile andoverall company objectives, including logical approach, problem solving orientation, quality focus, personalresponsibility and resilience, clear communicator, team player, applies lean manufacturing principles,adaptability, self-motivation, willingness to learn and commitment.
    34

    Providing technical sales and marketing support for engineering activities

    Verified
    Key Learning Objectives:
    • demonstrate the required occupational behaviours in line withthe job role and company objectives
    • Carry out all of the following when developing and disseminating technical sales and marketinginformation:1.1 use the correct issue of company information1.2check that all essential information and data needed to devisethe technical sales and marketing material is available and upto date1.3produce sales and marketing material which is in keeping withcompany/organisational policy1.4ensure that health and safety regulations and safe workingpractices are taken into account1.5present the technical and marketing materials in theappropriate formats1.6 contact potential and existing customers1.7re
    • solve any problems as they occur, within their level ofresponsibility1.8identify improvements in content and methods ofdissemination of information
    • produce technical details that contain all the relevant andnecessary data for the engineering activity to be carried out
    • Produce technical sales and marketing material for one of the following engineering activities:2.1drawing/design activities (such as mechanical,electrical/electronic, motor vehicle, aerospace, marine)2.2manufacturing activities (such as conventional machining, CNCmachining, detail fitting, pressing)2.3fabrication activities (such as sheet metal, pipe and tube,structural steel, welding, riveting, adhering)2.4material processing activities (such as heat treatment, casting,injection moulding, purification)2.5composite manufacture (such as wet lay-up, pre-preglaminating, resin infusion, blow moulding)2.6finishing activities (such as stripping finishes, painting, plating,anodising, veneering, lacquering)2.7assembly activities (such as mechanical, structural, fluidpower, electrical/electronic, woodworking)2.8installation activities (such as mechanical,electrical/electronic, avionic, structural, environmentalequipment)2.9plant and equipment (such as site preparation, plant layout,equipment changeover, equipment replacement)2.10 equipment capability studies/performance measurement2.11maintenance activities (such as preventative maintenance,condition monitoring)2.12movement/storage of materials, components, finished goodsor waste2.13 commissioning and decommissioning2.14 quality control/quality assurance2.15 testing and trialling2.16 business improvement activities2.17 research and development services2.18 engineering support services2.19 modification and repair activities2.20 service/component supply2.21 engineering safety audits or risk assessments2.22 new product introduction to the business operation2.23 launch of an engineered product to the market2.24 logistic operations
    • present the technical details in the appropriate formats
    • Produce or contribute to the production of technical sales and marketing material, in three of thefollowing forms:3.1 technical bulletins3.2 specification sheets3.3 website3.4 technical manuals3.5 audio visual presentation3.6 billboard presentation3.7 sales flyer/leaflets3.8 media advertisement3.9 promotional items3.10 Apps/social media
    • record technical details and store them securely in accordancewith organisational requirements
    • undertake changes to technical details within agreed controlprocedures
    • Carry out all of the following on completion of the technical support activities:4.1validation and evaluation of the technical support systemsand procedures used4.2suggested improvements to the method used to provide thetechnical sales and marketing support4.3recommendations for improvements or changes to thetechnical support systems and procedures that are in place
    • make sure that codes and other references used in thetechnical details follow agreed conventions
    • Ensure that the technical sales and marketing materials comply with one of the following:5.1 organisational guidelines and procedures5.2recognised compliance agency body standards, directive orcodes of practice5.3 British, European or International standards or directives5.4 customer standards a
    35

    Testing engineering software

    Verified
    Key Learning Objectives:
    • Work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
    • Demonstrate the required occupational behaviours in line with the job role and company objectives
    • Plan the software testing activities before they start them
    36

    Using and interpreting engineering data and documentation

    Verified
    Key Learning Objectives:
    • Use the approved source to obtain the required data, documentation or specifications.
    • Demonstrate the required occupational behaviours in line with the job role and company objectives.
    • Use approved sources to obtain the necessary drawings and related specifications, and carry out all ofthe following:1.1 check the currency and validity of the documentation used;1.2 exercise care and control over the documentation at all times;1.3 correctly extract all necessary data in order to carry out the required tasks.1.4 seek out additional information where there are gaps or deficiencies in the information obtained.1.5 deal with and/or report any problems found with the data and documentation.1.6 make valid decisions based on the evaluation of the information extracted from the documentation.1.7 return all documentation to the approved location on completion of the work.1.8 complete all necessary work related documentation such asproduction documentation, installation documentation, maintenance documentation, planning documentation.
    • Extract and interpret the required information from the data, documentation or specifications.
    • Use the information obtained to establish work requirements
    • Use information extracted from engineering drawings and related documentation, to include two ofthe following:2.1 drawings (such as component drawings, general assemblydrawings, modification drawings, repair drawings, welding/fabrication drawings, distribution and installation drawings).2.2 Diagrams (such as schematic, fluid power diagrams, piping, wiring/circuit, layout diagrams).2.3 manufacturers manuals/drawings.2.4 approved sketches.2.5 technical illustrations.2.6 photographic images/representations.2.7 visual display screen information.2.8 technical sales/marketing documentation.2.9 contractual documentation.2.10 other specific drawings/documents.
    • Use information extracted from related documentation to include three from the following:3.1 standard operating procedures.3.2 instructions (such as job instructions, drawing instructions, manufacturer’s instructions).3.3 specifications (such as material, finish, process, contractual, calibration).3.4 reference materials (such as manuals, tables, charts, fault diagnosis guides).3.5 schedules;3.6 operation sheets;3.7 maintenance log reports;3.8 service/test information/schedules/results;3.9 planning documentation;3.10 quality control documents;3.11 company specific technical instructions;3.12 national, international and organisational standards;3.13 health and safety standards relating to the activity (such as COSHH);3.14 environmental requirements/information;3.15 other specific related documentation
    • Extract information that includes three of the following: 4.1 materials or components required;4.2 dimensions;4.3 tolerances;4.4 quality requirements;4.5 installation requirements;4.6 customer requirements;4.7 time scales;4.8 financial information;4.9 operating parameters;4.10 surface texture requirements;4.11 location/orientation of parts;4.12 process or treatments required.4.13 dismantling/assembly sequence;4.14 inspection/testing requirements;4.15 number/volumes required;4.16 repair/service methods;4.17 method of manufacture;4.18 weld type and size;4.19 operations required. 4.20 connections to be made;4.21 surface finish required;4.22 shape or profiles.4.23 fault finding procedures;4.24 test points;4.25 safety/risk factors;4.26 environmental controls;4.27 technical data (such as component data, maintenance data, electrical data, fluid data);4.28 resources (such as tools, equipment, personnel);4.29 utility supply details (such as electricity, water, gas, air).4.30 location of services, including standby and emergency backup systems;4.31 circuit characteristics (such as pressure, flow, current, voltage, speed);4.32 protective arrangements and equipment (such as containment,environmental controls, warning and evacuation systems and equipment);4.33 other specific related information (suc
    37

    Using and Maintaining Business Procedures and Protocols in an Engineering Environment

    Verified
    Key Learning Objectives:
    • This unit identifies the training and development required in order that the learner can use and maintainbusiness systems and protocols in an engineering environment, in accordance with approved proceduresThey will be aware of any health, safety and environmental requirements applicable to the products andprocesses, and to the business activities. They will be required to demonstrate safe working practicesthroughout, and will understand the responsibility they owe to themselves and others in the workplace.They will be able to apply the occupational behaviours required in the workplace to meet the job profile andoverall company objectives, including logical approach, problem solving orientation, quality focus, personalresponsibility and resilience, clear communicator, team player, applies lean manufacturing principles,adaptability, self-motivation, willingness to learn and commitment.

    Regulatory & Verification Details

    Qualification Number (QN)
    603/2290/1
    Regulated Status
    Available to learners
    Awarding Body
    EAL
    Qualification Type
    Occupational Qualification
    Operational Start
    Sept 2017

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