EAL
Level 4
QN: 603/2090/4
Curriculum Active
EAL Level 4 Diploma in Rail Engineering Advanced Technician Competence
Official qualification regulated by Ofqual, awarded by EAL. Classified as a Occupational Qualification. Total guided learning hours: 1635 hours.
Qualification Level
Level 4
Awarding Body
EAL
Syllabus Units
34 Units
Guided Hours
1635 hrs
Instant access to interactive lessons, quizzes, and spaced revision.
Course Syllabus & Study Modules
Complete breakdown of verified curriculum topics and learning objectives.
1
Carry out maintenance activities on electrical equipment
Verified
Key Learning Objectives:
- Work safely at all times, complying with health and safety and other relevantregulations, directives and guidelines
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Lead a maintenance team by carrying out all the following:1.1 communicate the maintenance activities to the team1.2 involve the team in planning how the maintenance activities will beundertaken1.3 allocate specific maintenance activities to each team member1.4 involve the team in identifying improvements that could be made to themaintenance process and/or procedures1.5 encourage the team and/or individuals to take the lead whereappropriate
- Produce and update relevant maintenance schedules and plans
- Review and update maintenance procedures and plans to include three of thefollowing:2.1 preventive maintenance (routine inspections, and adjustments)2.2 corrective maintenance (activities identified from preventativemaintenance activities)2.3 predictive maintenance (analysis of the equipment’s condition)2.4 reactive maintenance (unexpected equipment/component failure)2.5 maintenance prevention (equipment/component design anddevelopment)Plus supporting documentation associated with two of the following:2.6 equipment performance2.7 equipment downtime/failure2.8 overall equipment effectiveness (OEE)2.9 maintenance costs2.10 health and safety2.11 staff development and training2.12 maintenance procedures/instructions2.13 operator manuals/working instructions2.14 regulatory compliance
- Lead maintenance activities within the limits of their personal authority
- Carry out the maintenance activities in the specified sequence and in an agreedtimescalePage 3 of 9REATC4-025 Issue 1.0S3 Collect fault diagnostic evidence from four of the following sources:3.1 the person or operator who reported the fault3.2 recording devices3.3 test instrument measurements (such as watt meters, multimeter, earthloopimpedance testers)3.4 sensory input (sight, sound, smell, touch)3.5 plant/equipment records3.6 circuit meters (such as voltmeter, power factor meter, ammeter)3.7 condition of end product3.8 equipment self-diagnostics
- Use a range of fault diagnostic techniques, to include two of the following:4.1 half-split technique4.2 input/output technique4.3 emergent sequence4.4 injection and sampling4.5 unit substitution4.6 six point technique4.7 function/performance testing4.8 equipment self-diagnostics
- Use a variety of diagnostic aids and equipment to include two of the following:5.1 logic diagrams5.2 equipment self-diagnosis5.3 troubleshooting guides5.4 flow charts or algorithms5.5 fault analysis charts (such as fault trees)5.6 electronic aids5.7 manufacturers' manuals
- Use all of the following fault diagnosis procedures:6.1 inspection (such as breakages, wear/deterioration, signs of overheating,missing parts, loose fittings)6.2 operation (such as manual switching off and on, RCD test buttons,automatic switching/timing/sequencing, desired outputs)6.3 measurement (such as voltage, current, continuity, power, temperature,luminescence)S7 Use three of the following types of test equipment to aid fault diagnosis:7.1 multimeter7.2 watt meter7.3 voltmeter7.4 ammeter7.5 earth-loop impedance tester7.6 insulation resistance tester7.7 portable appliance testerPage 4 of 9REATC4-025 Issue 1.07.8 light meter7.9 other specific test equipment
- Find faults that have resulted in two of the following breakdown categories:8.1 intermittent problem8.2 partial failure/out-of-specification output8.3 complete breakdowns
- Carry out all of the following during the maintenance activity:9.1 obtain and use the correct issue of company and/or manufacturer’sdrawings and maintenance documentation9.2 adhere to procedures or systems in place for risk assessment, COSHH,personal protective equipment and other relevant safety regulations andprocedures to realise a safe system of work9.3 ensure the safe isolation of equipment (such as mechanical, electricity,gas, air or fluids)9.4 prov
2
Carry out maintenance activities on instrumentation and control equipment
Verified
Key Learning Objectives:
- Work safely at all times, complying with health and safety and other relevantregulations, directives and guidelines
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Lead a maintenance team by carrying out all the following:1.1 communicate the maintenance activities to the team1.2 involve the team in planning how the maintenance activities will beundertaken1.3 allocate specific maintenance activities to each team member1.4 involve the team in identifying improvements that could be made to themaintenance process and/or procedures1.5 encourage the team and/or individuals to take the lead whereappropriate
- Produce and update relevant maintenance schedules and plans
- Review and update maintenance procedures and plans to include three of thefollowing:2.1 preventive maintenance (routine inspections, and adjustments)2.2 corrective maintenance (activities identified from preventativemaintenance activities)2.3 predictive maintenance (analysis of the equipment’s condition)2.4 reactive maintenance (unexpected equipment/component failure)2.5 maintenance prevention (equipment/component design anddevelopment)Plus supporting documentation associated with two of the following:2.6 equipment performance2.7 equipment downtime/failure2.8 overall equipment effectiveness (OEE)2.9 maintenance costs2.10 health and safety2.11 staff development and training2.12 maintenance procedures/instructions2.13 operator manuals/working instructions2.14 regulatory compliance
- Lead maintenance activities within the limits of their personal authority
- Carry out the maintenance activities in the specified sequence and in an agreedtimescalePage 3 of 9REATC4-026 Issue 1.0S3 Collect fault diagnostic evidence from four of the following sources:3.1 the person or operator who reported the fault3.2 equipment self-diagnosis3.3 test instrument measurements (such as multimeter, oscilloscope, logicprobe, signal tracer, signal generator)3.4 recording devices3.5 plant/equipment records3.6 circuit outputs/computer display (such as pressure, flow, temperature)3.7 equipment outputs3.8 sensory input (sight, sound, smell, touch)S4 Use a range of fault diagnostic techniques, to include two of the following:4.1 half-split technique4.2 input/output technique4.3 injection and sampling4.4 six point technique4.5 emergent sequence4.6 unit substitution4.7 function/performance testing4.8 equipment self-diagnostics
- Use a variety of diagnostic aids, to include two of the following:5.1 logic diagrams5.2 fault analysis charts (such as fault trees)5.3 flow charts or algorithms5.4 manufacturers' manuals5.5 probability charts/reports5.6 troubleshooting guides5.7 computer-aided test equipment5.8 electronic aids
- Use all of the following fault diagnostic procedures:6.1 inspection (such as breakages, wear/deterioration, signs of overheating,loose connections/fittings)6.2 operation (such as manual switching off and on, automaticswitching/timing/sequencing, outputs)6.3 measurement (such as voltage, current, continuity, logic state, noise,frequency, signal shape, level)S7 Use four of the following types of test equipment to aid fault diagnosis:7.1 multimeter7.2 pressure sources7.3 oscilloscope7.4 digital pressure indicators7.5 signal sources/generator7.6 standard test gaugesPage 4 of 9REATC4-026 Issue 1.07.7 current injection devices7.8 special purpose test equipment7.9 logic probe7.10 signal tracer7.11 other specific test equipment
- Find faults that have resulted in two of the following breakdown categories:8.1 intermittent problem8.2 partial failure/out-of-specification output8.3 complete breakdowns
- Carry out all of the following during the maintenance activity:9.1 obtain and use the correct issue of company and/or manufacturer’sdrawings and maintenance documentation9.2 adhere to procedures or systems in place for risk assessment, COSHH,personal protective equipment and other relevant safety regulations andprocedures to realise a safe system of work9.3 e
3
Carry out maintenance activities on mechanical equipment
Verified
Key Learning Objectives:
- Work safely at all times, complying with health and safety and other relevantregulations, directives and guidelines
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Lead a maintenance team by carrying out all the following:1.1 communicate the maintenance activities to the team1.2 involve the team in planning how the maintenance activities will beundertaken1.3 allocate specific maintenance activities to each team member1.4 involve the team in identifying improvements that could be made to themaintenance process and/or procedures1.5 encourage the team and/or individuals to take the lead whereappropriate
- Produce and update relevant maintenance schedules and plans
- Review and update maintenance procedures and plans to include three thefollowing:2.1 preventive maintenance (routine inspections, and adjustments)2.2 corrective maintenance (activities identified from preventativemaintenance activities)2.3 predictive maintenance (analysis of the equipment’s condition)2.4 reactive maintenance (unexpected equipment/component failure)2.5 maintenance prevention (equipment/component design anddevelopment)Plus supporting documentation associated with two of the following:2.6 equipment performance2.7 equipment downtime/failure2.8 overall equipment effectiveness (OEE)2.9 maintenance costs2.10 health and safety2.11 staff development and training2.12 maintenance procedures/instructions2.13 operator manuals/working instructions2.14 regulatory compliance
- Lead maintenance activities within the limits of their personal authority
- Carry out the maintenance activities in the specified sequence and in an agreedtimescalePage 3 of 9REATC4-024 Issue 1.0S3 Collect evidence regarding the fault from three of the following sources:3.1 person or operator who reported the fault3.2 sensory input (such as sight, sound, smell, touch)3.3 monitoring equipment or gauges3.4 plant/machinery records3.5 recording devices3.6 condition of end product
- Use a range of fault diagnostic techniques, to include two of the following:4.1 half-split technique4.2 emergent sequence4.3 unit substitution4.4 input/output4.5 function/performance testing4.6 six point technique4.7 injection and sampling4.8 equipment self diagnostics
- Use a variety of diagnostic aids and equipment, to include two of the following:5.1 manufacturer's manual5.2 physical layout diagrams5.3 algorithms5.4 flow charts5.5 probability charts/reports5.6 fault analysis charts (such as fault trees)5.7 equipment self diagnostics5.8 troubleshooting guides
- Apply two of the following monitoring or testing procedures to help in the faultdiagnosis:6.1 alignment checks6.2 force/pressure checks (such as spring pressure, hydraulic or pneumaticpressures)6.3 leakage6.4 vibration6.5 thermal checks (such as bearings, friction surfaces)6.6 movement checks (such as travel, clearance, levers, links)S7 Use two of the following types of test equipment to aid fault diagnosis:7.1 measuring instruments/devices7.2 thermal indicators7.3 dial test indicators7.4 audio test devices7.5 torque measuring devices7.6 self-diagnostic equipment7.7 other specific test equipmentPage 4 of 9REATC4-024 Issue 1.0S8 Find faults that have resulted in two of the following breakdown categories:8.1 intermittent problem8.2 partial failure/out-of-specification output8.3 complete breakdowns
- Carry out all of the following during the maintenance activity:9.1 obtain and use the correct issue of company and/or manufacturer’sdrawings and maintenance documentation9.2 adhere to procedures or systems in place for risk assessment, COSHH,personal protective equipment and other relevant safety regulations andprocedures to realise a safe system of work9.3 ensure the safe isolation of equipment (such as mechanical, electricity,gas, air or fluids)9.4 provide and maintain safe access and working arrangements for themaintenance area9.5 carry out the maintenance activities using appropriate techniques andprocedures9.6 re-connect
4
Commission rail engineering products, processes or facilities
Verified
Key Learning Objectives:
- Specify the methods and procedures for commissioning the engineering product orprocess
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Plan the most appropriate way to commission the engineering product or process
- Carry out all of the following during the commissioning process:1.1 identify products, processes or facilities to be commissioned1.2 clarify the commissioning requirements with the customer1.3 plan the commissioning to minimise disruption to others1.4 ensure that the commissioning complies with specifications, regulationsand guidelines1.5 identify and obtain the necessary resources1.6 implement and monitor the commissioning process1.7 communicate appropriate information to all relevant people
- Establish four of the following during commissioning:2.1 timing plan2.2 preparation of products2.3 authorisation channels2.4 preparation of site2.5 environmental requirements2.6 testing and/or trials2.7 configuration process2.8 handover
- Confirm that conditions are suitable to implement the commissioning
- Ensure that the commissioning complies with three of the following:3.1 organisational guidelines and procedures3.2 recognised compliance agency/body's standards, directives or codes ofpractice3.3 equipment manufacturer's operating specification/range3.4 customer standards and requirements3.5 health, safety and environmental requirements3.6 British, European or International standards or directives
- Determine and obtain the resources required to undertake the commissioningPage 3 of 5REATC4-021 Issue 1.0S4 Obtain appropriate resources, including two of the following:4.1 equipment4.2 materials4.3 personnel4.4 facilities4.5 plant equipment4.6 services4.7 finance4.8 other specific resources
- Ensure that the commissioning is implemented correctly
- Ensure that the commissioning meets specifications for all of the following:5.1 functions5.2 materials used5.3 performance5.4 environmental5.5 aesthetics
- Confirm that conditions are suitable to implement the commissioning process,including all of the following:6.1 the implementation plan for the commissioning activity is agreed andauthorised6.2 appropriate resources are available6.3 contingency plans are in place to deal with problems as they occur6.4 outputs of the commissioning process have been identified for thesubsequent handover report
- Communicate with two of the following during the commissioning process:7.1 customer7.2 management7.3 suppliers7.4 sub-contractors7.5 colleagues7.6 other (to be specified)P7 Identify and solve any commissioning problems
- Assess the results of the commissioning to identify the outputs of the engineeringproduct or process
- Confirm that the engineering product or process meets specifications and complieswith all relevant regulations, directives and guidelines
- Ensure that the results of the commissioning are recorded in the appropriateinformation systemsPage 4 of 5REATC4-021 Issue 1.0S8 Record and communicate the results of the commissioning process to theappropriate people, using:8.1 a verbal reportPlus one from the following:8.2 electronic mail8.3 computer generated report8.4 specific company document8.5 commissioning hand over documentation
5
Complying with statutory regulations and organisational safety requirements
Verified
Key Learning Objectives:
- Comply with their duties and obligations as defined in the Health and Safety at
- Demonstrate the required occupational behaviours in line with the job role andcompany objectives
- Demonstrate their understanding of their duties and obligations to health andsafety by carrying out all of the following:1.1 apply in principle their duties and responsibilities as an individual underthe Health and Safety at Work Act and relevant current legislation1.2 identifying within their organisation, appropriate sources of informationand guidance on health and safety issues, to include:I. eye protection and personal protective equipmentII. COSHH regulationsIII. risk assessments1.3 identifying the warning signs and labels of the main groups of hazardousor dangerous substances1.4 complying with the appropriate statutory regulations at all times
- Present themselves in the workplace suitably prepared for the activities to beundertaken
- Follow organisational accident and emergency procedures
- Comply with all emergency requirements, to include:2.1 identifying the appropriate qualified first aiders or appointed person andthe location of first aid facilities2.2 identifying the procedures to be followed in the event of injury to self orothers2.3 following organisational procedures in the event of fire and theevacuation of premises2.4 identifying the procedures to be followed in the event of dangerousoccurrences or hazardous malfunctions
- Recognise and control hazards and risks in the workplace associated with thefollowing:3.1 their working environment3.2 the tools and equipment that they use3.3 materials and substances that they use3.4 using working practices that do not follow approved proceduresPage 3 of 4REATC4-001 Issue 1.0S3 Comply with all emergency requirements, to include:3.5 their working environment3.6 the tools and equipment that they use3.7 materials and substances that they use3.8 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 carryingtechniques:4.1 lifting alone4.2 with assistance of others4.3 with mechanical assistance
- Apply safe working practices and procedures
- Apply safe working practices in an industrial environment, to include all of thefollowing:5.1 maintaining a tidy workplace with exits and gangways free fromobstructions5.2 using tools and equipment safely and only for the purpose intended5.3 observing organisational safety rules, signs and hazard warnings5.4 taking measures to protect others from harm by any work they arecarrying out
6
Configure rail engineering products, processes or facilities
Verified
Key Learning Objectives:
- Work safely at all times, complying with health and safety, environmental andother relevant regulations, directives and guidelines
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Carry out all of the following during the configuring process:1.1 identify the customer’s requirements for the configuration1.2 plan the most appropriate way to carry out the configuring1.3 determine and obtain suitable resources1.4 ensure and verify that the configuring process achieves the clientrequirements1.5 confirm that the configuring complies with relevant regulations,directives and guidelines1.6 record and communicate information on the configuring to appropriatepeople
- Consult with the customer to determine the configuring requirements for two ofthe following:2.1 production line2.2 process or flow line2.3 specification change2.4 process change2.5 equipment2.6 tooling2.7 product/system change2.8 storage2.9 software/hardware2.10 add or remove operations2.11 manufacturer agreed modifications2.12 other (to be specified)S3 Establish a plan to achieve three of the following customer requirements:3.1 timing plan3.2 preparation of product, system or equipment3.3 identification of authorisation channels3.4 preparation of process3.5 environmental requirements3.6 testing and/or trialsPage 3 of 4REATC4-019 Issue 1.03.7 configuring process3.8 handover process
- Determine and obtain three of the following resources:4.1 equipment4.2 plant4.3 personnel4.4 facilities4.5 components4.6 services4.7 finance4.8 materials4.9 other (to be specified)P3 Follow all relevant setting-up and operating specifications for the product or assetbeing configured
- Follow the defined procedures and set up the equipment correctly ensuring that alloperating parameters are achieved
- Ensure that the configuration complies with three of the following:5.1 organisational guidelines and procedures5.2 recognised compliance agency/body's standards, directives or codes ofpractice5.3 equipment manufacturer's operating specification/range5.4 customer standards and requirements5.5 health, safety and environmental requirements5.6 British, European or International standards or directives
- Monitor the configuration process to ensure that all of the following are achieved:6.1 correct implementation, to the agreed plan6.2 effective use of resources6.3 identification and solving of any problems that occur
- Deal promptly and effectively with problems within their control and report thosethat cannot be solved
- Check that the configuration is complete and that the equipment operates tospecification
- Complete all relevant documentation accurately and legibly
- Record and communicate details of the configuration process to the appropriatepeople, using:7.1 a verbal reportPlus one from the following:7.2 electronic mail7.3 computer-based presentation7.4 computer generated report7.5 specific company document7.6 other appropriate media
7
Determine the requirements for rail engineering activities
Verified
Key Learning Objectives:
- Obtain accurate details of the engineering products or processes
- Carry out all of the following when determining the requirements for engineeringactivities:1.1 obtain details of the required engineering activity1.2 review the critical requirements and quality criteria of the activity1.3 clarify with relevant people any aspects of the activity that are unclear1.4 discuss and facilitate any changes needed to suit the engineeringrequirements, with the relevant people1.5 ensure that methods and procedures to be used meet relevantregulations and guidelines1.6 define the engineering requirements and communicate them to therelevant people
- Determine requirements for one of the following engineering activities:2.1 manufacturing (such as machining, fabrication, welding, material finishingor manufacture, assembly, joining)2.2 design2.3 research2.4 product or system installation2.5 commissioning2.6 decommissioning or recycling2.7 environmental or sustainability2.8 operational processes (such as movement of materials and logistics)2.9 maintenance practices (such as preventative, corrective, predictive,reactive or prevention)2.10 processing operations2.11 service supplies (such as gas, water, electricity)2.12 engineering support functions (such as procurement, quality assurance,inspection, testing, scheduled safety audits and risk assessments,business improvement)S3 Establish requirements for one of the following:3.1 equipment/component/system capacity or capability3.2 equipment/component/system performance3.3 equipment/component/system life cycles3.4 maintenance and repair3.5 people performancePage 3 of 5REATC4-011 Issue 1.03.6 people capacity or capability3.7 product or process quality3.8 supplier capacity or capability3.9 business support function capacity or capability
- Obtain accurate details of the requirements for the engineering activity, from twoof the following sources:4.1 design office4.2 sales department4.3 the client4.4 production engineering4.5 safety engineering4.6 contractors/specialists4.7 process engineering4.8 plant engineering4.9 component/product manufacturers4.10 quality engineering4.11 industrial engineering4.12 material/component supplier4.13 human resources (HR) personnel
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Review and interpret the specification requirements of the engineering products orprocesses to assess their characteristics
- Clarify aspects of the engineering products or processes that are unclear
- Specify the quality criteria for the engineering products or processes
- Identify the methods, quality criteria and plans to be used, covering two of thefollowing:5.1 processing parameters5.2 commissioning5.3 installation5.4 servicing, maintenance and repair5.5 equipment preparation/selection5.6 people responsibilities5.7 product/process monitoring5.8 financial monitoring5.9 feedback/communication5.10 scheduling/planning5.11 movement of equipment/resources5.12 configuring/reconfiguring5.13 inspection or testing5.14 purchasing5.15 stock controlPage 4 of 5REATC4-011 Issue 1.05.16 Logistics5.17 business improvements5.18 staff development5.19 infrastructure requirements5.20 safety checks/procedures5.21 co-ordinating contracts
- Identify and confirm any changes to the engineering products or processesrequired to achieve the required outcomes
- Ensure that the requirements comply with all relevant regulations, directives andguidelines
- Ensure that the requirements comply with three of the following:6.1 organisational guidelines and procedures6.2 recognised compliance agency/body standards, directives or codes ofpractice6.3 equipment manufactures operating specification/range6.4 British, European or International standards or directives6.5 health, safety and environmental requirements6.6 statutory bodies' requirements
- Agree and confirm any changes required with two of the following:7.1 design department7.2 production department7.3 installation/commissioning te
8
Evaluate rail engineering risk assessments
Verified
Key Learning Objectives:
- Evaluate risk assessment activities for one of the following:1.1 manufacturing (such as machining, fabrication, welding, material finishingor manufacture, assembly, joining)1.2 design1.3 research1.4 product or system installation1.5 commissioning1.6 decommissioning or recycling1.7 environmental or sustainability1.8 operational processes (such as movement of materials and logistics)1.9 maintenance practices (such as preventative, corrective, predictive,reactive or prevention)1.10 processing operations1.11 service supplies (such as gas, water, electricity)1.12 engineering support functions (such as procurement, quality assurance,inspection, testing, scheduled safety audits and risk assessments,business improvement)P1 Establish clear criteria for the evaluation activity
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Plan the most appropriate method for evaluating the risk assessments
- Confirm the completed risk assessments are current, valid and reliable
- Ensure that any relevant regulations, directives or guidelines relating to the riskshave been identified
- Evaluate and rank the potential impact of the risks identified
- Evaluate the potential risks by considering the impact on three of the following:2.1 personnel2.2 equipment2.3 property/assets2.4 quality2.5 environment2.6 impact on the business (such as finance, branding, market)2.7 other (to be specified)P7 Ensure that the evaluation outcomes of the risks are communicated to theappropriate peoplePage 3 of 4REATC4-023 Issue 1.0P8 Monitor and review the effectiveness of the risk assessment process
- Recommend appropriate actions that includes three of the following:3.1 a risk reduction process3.2 continuing (such as the risk ranking result is acceptable)3.3 allowing a period of time before re-analysis3.4 implementing a special monitoring processes3.5 suspending operation and rectifying immediately3.6 implementing interim containment action
- Make amendments to the process where improvements have been identified
- Record the evaluation of risk assessments in the appropriate information system
- Record the risk information and include references to six of the following:4.1 the company health and safety policy4.2 a description of the risk(s) and their ranking4.3 accident and or `near miss' reports4.4 the implication of a risk occurring4.5 identification of regulations and or guidelines4.6 general management organisation4.7 the method of assessing and ranking the risk4.8 frequency and duration of exposure4.9 predictable and preventable risks4.10 analysis, decisions and recommendations
9
Implement change in own area of responsibility
Verified
Key Learning Objectives:
- Involve and support others through the change process to include both of thefollowing:1.1 communicate the benefits of and reasons for change and how they relateto business objectives1.2 implement and agree a plan to support change
- Implement and monitor a plan for change in own area of responsibility to includeall of the following:2.1 apply SMART (Specific, Measurable, Achievable, Realistic and Timebound)objectives with individuals and teams to plan for change2.2 assess opportunities and barriers to change2.3 review action plans and activities according to identified opportunitiesand barriers to change
10
Implement quality assurance methods and procedures
Verified
Key Learning Objectives:
- Establish clear and precise criteria for assuring the quality of engineering productsor processes
- Carry out all of the following during the quality assurance activity:1.1 establish clear criteria as the basis of the quality assurance process1.2 obtain accurate information from appropriate sources for considerationin the process1.3 assess and specify the quality requirements for the engineering productsor processes1.4 identify suitable quality assurance methods, techniques and procedures1.5 assess the implications of implementing the quality assurance procedures1.6 present recommendations for improvements to the quality assuranceprocess to the appropriate people
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Identify suitable quality assurance methods and procedures
- Utilise quality assurance procedures that cover two of the following:2.1 new product/process2.2 legal/legislative requirement2.3 company standard operating procedures2.4 revisions to existing product/process2.5 international/national standards
- Identify suitable quality assurance methods and procedures for four of thefollowing:3.1 design3.2 research and development3.3 product and material specifications3.4 production methods3.5 maintenance and repair3.6 installation methods3.7 commissioning/decommissioning methods3.8 the use of appropriate international/national standards3.9 process parameters3.10 patents3.11 quality assurance3.12 company procedures and policyPage 3 of 5REATC4-016 Issue 1.03.13 product/component performance checks3.14 schedule monitoring3.15 contractor performance3.16 business improvements3.17 purchasing3.18 logistics3.19 legal requirements3.20 inspection/testing3.21 staff training and development plans3.22 other (to be specified)P4 Ensure that the specified quality assurance methods and procedures areimplemented correctly
- Obtain accurate information from valid sources on the engineering product orprocess being quality assured
- Obtain accurate information from five of the following sources:4.1 quality assurance department4.2 product specifications4.3 legal/patented information4.4 manufacturers' manuals/specifications4.5 regulations, directives and guidelines4.6 company documentation4.7 international/national standards4.8 customer specifications4.9 engineering drawings/models
- Specify clearly the required quality of engineering products or processes
- Assess accurately and realistically the quality of the engineering products orprocesses
- Ensure that information on quality is provided to the appropriate people
- Ensure that the quality assurance methods and procedures comply with four of thefollowing:5.1 organisational guidelines and procedures5.2 recognised compliance agency/body’s standards, directives or codes ofpractice5.3 equipment manufacturer’s operating specification/range5.4 customer standards and requirements5.5 British, European or International standards or directives5.6 health, safety and environmental requirements
- Recommend improvements to quality to the appropriate peoplePage 4 of 5REATC4-016 Issue 1.0S6 Report and communicate quality assurance methods and procedures, using:6.1 a verbal reportPlus one from the following:6.2 electronic mail6.3 computer-based presentation6.4 computer generated report6.5 specific company document6.6 other appropriate media
11
Implement rail engineering processes
Verified
Key Learning Objectives:
- Confirm that conditions are suitable to implement engineering methods andprocedures
- Confirm conditions for four of the following:1.1 appropriate authorisation is obtained1.2 preparation of products or processes1.3 health and safety1.4 preparation of site1.5 environmental1.6 availability of resources
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Implement an engineering process for one of the following:2.1 manufacturing (such as machining, fabrication, welding, material finishingor manufacture, assembly, joining)2.2 design2.3 research2.4 product or system installation2.5 commissioning2.6 decommissioning or recycling2.7 environmental or sustainability2.8 operational processes (such as movement of materials and logistics)2.9 maintenance practices (such as preventative, corrective, predictive,reactive or prevention)2.10 processing operations2.11 service supplies (such as gas, water, electricity)2.12 engineering support functions (such as procurement, quality assurance,inspection, testing, scheduled safety audits and risk assessments,business improvement)P3 Provide clear and accurate instructions to all the relevant people
- Provide instructions for one of the following:3.1 equipment/component/system capacity or capability3.2 equipment/component/system performance3.3 maintenance and repair3.4 people performance3.5 people capacity or capability Page 3 of 5REATC4-004 Issue 1.03.6 product or process quality3.7 supplier capacity or capability3.8 business support function capacity or capability
- Obtain accurate information on the activities being undertaken
- Obtain information from two of the following:4.1 management4.2 design office4.3 industrial engineering4.4 client4.5 plant engineering4.6 process engineering4.7 quality engineering4.8 suppliers4.9 purchasing4.10 safety engineering4.11 technical data, charts, reference tables or manuals4.12 production engineering4.13 company information system4.14 human resources (HR) personnel4.15 external technical consultants/experts
- Ensure that quality assurance systems are correctly implemented
- Ensure that engineering support systems are operating correctly
- Control the use of resources to achieve the most effective results
- Ensure that all support and control systems operate effectively for two of thefollowing:5.1 quality assurance systems5.2 transport5.3 logistics5.4 procurement5.5 supervision or leadership structures5.6 utilities5.7 resource supply (such as materials, equipment, personnel)5.8 other technical support requirements
- Identify opportunities to improve the engineering methods and procedures
- Implement engineering processes that comply with three of the following:6.1 organisational guidelines and procedures6.2 recognised compliance agency/body's standards, directives or codes ofpractice6.3 equipment manufacturer's operating specification/range6.4 health, safety and environmental requirements6.5 customer standards and requirementsPage 4 of 5REATC4-004 Issue 1.06.6 British, European or International standards or directives
- Implement engineering processes that include four of the following:7.1 a record of the implementation process on appropriate company media7.2 an evaluation of the effectiveness of the implementation process7.3 any deviations from specifications of the implemented activity7.4 recommendations for improvements to the implemented activity7.5 plans to monitor and evaluate the effect(s) of any improvements made tothe implemented process
- Ensure that the implementation of engineering methods and procedures complieswith all relevant regulations, directives and guidelines
- Report and communicate methods and procedures for the engineering process,using:8.1 verbal reportPlus one from the following:8.2 electronic mail8.3 computer generated report8.4 specific company form8.5 other appropriate media
12
Improve the quality of rail engineering products or processes
Verified
Key Learning Objectives:
- Carry out all of the following when implementing the quality improvements:1.1 plan the implementation of quality improvements so as to minimisedisruption to normal working1.2 identify and use suitable quality improvement methods, techniques andprocedures1.3 control the use of resources for the implementation of the qualityimprovements1.4 carry out the quality improvements in accordance with theimplementation plan1.5 solve any problems that occur during the implementation1.6 assess the impact of the improvements on the quality of products orprocesses
- Plan the introduction of improvements to the quality of engineering products orprocesses
- Plan the introduction of quality improvements for one of the following:2.1 new product/process2.2 legal/legislative requirement2.3 company standard operating procedures2.4 revisions to existing product/process2.5 international/national standards requirements
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Specify clearly the improvements that should be implemented
- Specify quality improvements to the product or process, to include three of thefollowing:3.1 components3.2 materials3.3 services3.4 equipment3.5 inspection/testing procedures3.6 design3.7 research and development3.8 maintenance/servicing3.9 business systems3.10 safetyPage 3 of 5REATC4-017 Issue 1.03.11 environmental impact3.12 supplier3.13 logistics3.14 purchasing3.15 technologies3.16 product or process flow3.17 setting or preparation activities3.18 employee related (such as numbers, training, deployment)3.19 other (to be specified)S4 Obtain information to improve quality from five of the following:4.1 quality assurance department4.2 design department4.3 research department4.4 product specifications4.5 legal/patented information procedures4.6 regulations, guidelines or directives4.7 manufacturer's specifications4.8 international/national standards4.9 benchmarking4.10 technical experts4.11 company documentation and records4.12 direct observation4.13 supplier data and information4.14 customer feedback4.15 other (to be specified)P4 Confirm that conditions are suitable to implement the improvements
- Provide clear and accurate instructions to all the relevant people
- Control the use of resources to achieve the most effective results
- Monitor the use of three of the following resources to ensure effective results:5.1 personnel5.2 facilities5.3 equipment5.4 materials5.5 utilities5.6 finance
- Ensure that the improvements are implemented according to plan, recorded and
- comply with all relevant regulations, directives and guidelines
- Ensure that the quality improvements conform to three of the following:6.1 organisational guidelines and procedures6.2 recognised compliance agency/body's standards, directives or codes ofpracticePage 4 of 5REATC4-017 Issue 1.06.3 equipment manufacturer's operating specification/range6.4 customer standards and requirements6.5 British, European or International standards or directives6.6 health, safety and environmental requirements
- Identify and solve any implementation problems that occur
- Assess the impact of the improvements on the quality of engineering products orprocesses
- Assess the outcome of the quality improvement implementation, to include two ofthe following:7.1 impact of the improvements on the quality of products or processes7.2 cost effectiveness of the process/actions7.3 effect of changes to quality assurance methods or procedures7.4 quality of data held on the company information system7.5 effectiveness of reporting procedures7.6 lessons learned
- Report and communicate the product/process quality improvements, using:8.1 verbal methodsPlus one from the following:8.2 electronic mail8.3 computer generated report8.4 specific company form8.5 other appropriate media
13
Investigate incidents relating to rail engineering activities
Verified
Key Learning Objectives:
- Investigate incidents related to three of the following engineering activities:1.1 production activities (such as processing materials, fabrication, finishing,assembly, joining)1.2 installation activities (such as commissioning/decommissioning, sitepreparation, equipment installation)1.3 operational activities (such as movement of materials, quality systemsand audit, scheduled safety audits and risk assessments)1.4 maintenance activities (such as planned preventive maintenance (PPM),part or sub-assembly exchange, breakdown response maintenancerecords systems, line setting)1.5 design and research
- Plan the most appropriate way for investigating the incident
- Produce an investigation plan that includes all of the following:2.1 the (possible) severity of an injury2.2 who will carry out the investigation2.3 the damage to equipment2.4 estimated cost of the investigation2.5 potential business loss2.6 ethical considerations2.7 community (public) opinion2.8 the nature of the incident potential2.9 employee concerns2.10 involvement of emergency services2.11 mandatory responsibilities2.12 staff representation2.13 breach of health and safety2.14 the immediate process effect2.15 legal implications2.16 equipment supplier (such as responsibilities, implications)P2 Demonstrate the required behaviours in line with the job role and companyobjectives
- Obtain sufficient relevant and accurate information from valid sources relating tothe incident
- Gather and evaluate information using five of the following sources:3.1 CCTV or photographic evidence Page 3 of 5REATC4-027 Issue 1.03.2 personnel records3.3 material or substance data sheets3.4 legislative information3.5 health and safety executive accident statistics3.6 re-enactment3.7 shift reports3.8 site history of incidents and `near misses'3.9 incident reports3.10 dangerous occurrence reports3.11 maintenance history3.12 process change records3.13 operational procedures3.14 drawings or diagrams3.15 equipment detail3.16 expert statements3.17 witness statements
- Identify the potential causes of the incident
- Consider all of the following when investigating the possible ca
- use of the incident:4.1 workplace environment (such as housekeeping, activities, products andmaterials)4.2 management quality (such as supervision, policy, discipline)4.3 work hours (such as overtime, shift patterns)4.4 nature of the incident (such as an explosion, gas discharge or hot metaldischarge)4.5 equipment (such as ergonomics, malfunction or a safety function failure)4.6 skill levels (such as competence, instruction, training)4.7 human related (such as deliberate misconduct, sabotage, error ofjudgement or fatigue)4.8 other (to be specified)P5 Evaluate all relevant information relating to the incident
- Specify the contributory factors that led to the incident
- Consider all of the following when identifying contributory factors that led to theincident:5.1 care and welfare of employees5.2 maintenance5.3 discipline5.4 general conditions and facilities5.5 level of supervision5.6 work demands5.7 skills, experience and knowledge5.8 housekeeping5.9 stressPage 4 of 5REATC4-027 Issue 1.05.10 use of direct or indirect labour5.11 morale5.12 provisions and aids
- Review all of the following information during an investigation:6.1 health and safety standards6.2 extent of any injuries and their affects6.3 events leading up to and associated with the incident6.4 post incident risk prevention recommendations6.5 foreseeable and preventative incident risk conjecture6.6 actual and potential effect of an incident6.7 actual immediate incident management6.8 improvements to the engineering activity6.9 responsibilities6.10 equipment damage6.11 contributory factors6.12 business cost6.13 time lost6.14 role of the emergency services6.15 the (likely) ca
- use(s)P7 Provide clear and justifiable conclusions on the causes of the incident
- Recommend improvements to the engineering product or process associated withthe incident
- Record and present t
14
Lead electrical/electronic product manufacture or testing activities
Verified
Key Learning Objectives:
- Work safely at all times, complying with health and safety and other relevantregulations, directives and guidelines
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Lead the electrical/electronic manufacturing team by carrying out all the following:1.1 obtain accurate details of the products to be manufactured/tested1.2 review and interpret the product specification and documentation to
- assess their characteristics and requirements1.3 clarify any aspects of the product specification or timescales that areunclear1.4 communicate the manufacturing/testing activities to be undertaken withthe team1.5 involve the team in planning how the manufacturing/testing activities willbe achieved1.6 provide clear and accurate instructions to all the relevant people1.7 secure
- monitor and control the use of resources to achieve the mosteffective results1.8 confirm and communicate any changes to the product specificationand/or timescales required by the customer1.9 allocate specific jobs/tasks to each team member1.10 motivate the team to present their own ideas on improvements thatcould be made to the manufacturing process and procedures1.11 encourage the team and/or individuals to take the lead whereappropriate1.12 deal efficiently and effectively with problems affecting production output1.13 produce and agree contingency plans when required
- Lead electrical/electronic manufacturing/testing activities for one of the following:2.1 printed circuit board manufacture2.2 electronic component manufacture2.3 semi-conductor manufacture2.4 electronic control unit manufacture2.5 testing electronic products/components2.6 transformer and inductor manufacture2.7 electrical motor and generator manufacture2.8 electrical control system and equipment manufacture2.9 instrumentation and control equipment manufacture Page 3 of 6REATC4-009 Issue 1.02.10 cable forms and loom manufacture2.11 testing electrical equipment and systems2.12 other product/component manufacturing/processing operations (to bespecified)S3 Obtain operational information from three of the following:3.1 design office3.2 industrial engineering3.3 quality engineering3.4 process engineering3.5 production engineering3.6 company information systems3.7 customer3.8 sales department3.9 component/product manufacturers3.10 material/component supplier3.11 other (to be specified)P3 Develop, gain agreement and review manufacturing/test departmental budgets
- Produce, agree and update departmental production/test schedules and plans
- Ensure that schedules and plans are capable of meeting all relevant requirements
- Lead electrical/electronic manufacturing/test activities within the department
- Complete and save relevant production/test data and documentation accurately
- Create and maintain management data and information to include the following:4.1 production or testing planning/delivery schedulesPlus supporting documentation associated with three of the following:4.2 quality records/defects4.3 problem history/resolution4.4 resources/materials requisitions4.5 budgets4.6 equipment performance4.7 equipment maintenance4.8 equipment downtime/failure4.9 equipment utilisation4.10 health and safety4.11 staff development and training4.12 department procedures/work instructions4.13 tests and trials4.14 regulatory compliance
- Identify and lead on making improvements to processes and proceduresPage 4 of 6REATC4-009 Issue 1.0S5 Identify and implement improvements in the manufacturing department to achievefour of the following:5.1 reduced production costs5.2 reduced lead times5.3 improved quality5.4 improved equipment/tooling efficiency5.5 improved staff utilisation5.6 improved working practices5.7 improved equipment downtime5.8 improved equipment utilisation5.9 improved use of production technologies5.10 improved use of information technology5.11 improved health and safety5.12 improved visual management systems/documentation5.13 improved resource planning5.14 improved staff
15
Lead installation or commissioning activities
Verified
Key Learning Objectives:
- Work safely at all times, complying with health and safety and other relevantregulations, directives and guidelines
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Lead the installation or commissioning team by carrying out all the following:1.1 obtain accurate details of the products to be installed or commissioned1.2 review and interpret the product specification and documentation to
- assess their characteristics and requirements1.3 clarify any aspects of the product specification or timescales that areunclear1.4 communicate the installation or commissioning activities to beundertaken with the team1.5 involve the team in planning how the installation or commissioningactivities will be achieved1.6 provide clear and accurate instructions to all the relevant people1.7 secure
- monitor and control the use of resources to achieve the mosteffective results1.8 confirm and communicate any changes to the product specificationand/or timescales required by the customer1.9 allocate specific jobs/tasks to each team member1.10 motivate the team to present their own ideas on improvements thatcould be made to the installation or commissioning processes andprocedures1.11 encourage the team and/or individuals to take the lead whereappropriate1.12 deal efficiently and effectively with problems affecting installation orcommissioning activity1.13 produce and agree contingency plans when required1.14 ensure that the work area will be accessible, free from obstructions orhazards, and suitably prepared for the installation/commissioning to takeplace1.15 ensure that appropriate utilities will be available (such as gas, water, air,electricity)1.16 obtain clearance to carry out the installation or commissioning activities1.17 confirm that everyone involved accepts the equipment or componentsare in a satisfactory condition for handover to take place with thecustomerPage 3 of 7REATC4-008 Issue 1.01.18 confirm the handover date with the customer and the precise moment oftransfer of responsibility
- Lead the installation or commissioning activities for one of the following:2.1 mechanical equipment2.2 electrical/electronic equipment2.3 equipment to produce an engineered system2.4 instrumentation and control equipment2.5 fluid power equipment2.6 fabricated and welded components/assemblies2.7 process controller equipment2.8 production lines and equipment2.9 emergency electrical power generation equipment2.10 environmental pollution control equipment2.11 workplace environmental control equipment2.12 workplace access control equipment2.13 heating and ventilation equipment2.14 air conditioning and ventilation equipment2.15 compressed air equipment2.16 waste/foul water distribution equipment2.17 fresh water distribution equipment2.18 refrigeration equipment2.19 composite components and assemblies2.20 lift/escalator components and assemblies2.21 aircraft components and assemblies2.22 marine components and assemblies2.23 automotive components and assemblies2.24 other equipment/components (to be specified)S3 Obtain operational information from three of the following:3.1 design office3.2 industrial engineering3.3 quality engineering3.4 process engineering3.5 production engineering3.6 company information systems3.7 customer3.8 sales department3.9 component/product manufacturers3.10 material/component supplier3.11 other (to be specified)P3 Develop, gain agreement and review installation/commissioning departmentalbudgetsPage 4 of 7REATC4-008 Issue 1.0P4 Produce, agree and update departmental installation/commissioning schedulesand plans
- Ensure that schedules and plans are capable of meeting all relevant outputsrequired
- Lead installation/commissioning activities within the department
- Complete and save relevant installation/commissioning data and documentationaccurately
- Create and maintain management data and information to include the following:4.1 installation or commissioning plans/delivery schedulesPlus supporting docum
16
Lead maintenance activities
Verified
Key Learning Objectives:
- Work safely at all times, complying with health and safety and other relevantregulations, directives and guidelines
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Lead a maintenance team by carrying out all the following:1.1 communicate the maintenance activities to the team1.2 involve the team in planning how the maintenance activities will beundertaken1.3 allocate specific maintenance activities to each team member1.4 motivate the team to present their own ideas on improvements thatcould be made to the maintenance process and procedures1.5 encourage the team and/or individuals to take the lead whereappropriate
- Lead maintenance activities on two of the following types of equipment:2.1 mechanical equipment (such as cyclic and rotational devices, gearboxes,drives, linkages)2.2 production machinery (such as machine tools, presses, transfermechanisms)2.3 process equipment (such as furnaces, chemical baths)2.4 rotating electrical machinery (such as generators, motors)2.5 stationary electrical equipment (such as transformers, switchgear)2.6 stationary plant and equipment (such as air receivers, accumulators,tanks, piping)2.7 emergency standby or alarm/warning systems and equipment2.8 fluid power equipment (such as pipe
- work, cylinders/actuators, pumps)2.9 process controller (such as program controller, input/output interfacing,wiring/cabling, monitoring sensors)2.10 electrical components (such as power supplies, switch gear anddistribution panels, control systems)2.11 environmental systems (such as air conditioning, lighting, fumeextraction)2.12 engines (such as piston, turbine)2.13 rotating or reciprocating machinery (such as pumps, compressors)2.14 Integrated systems (such mechanical electrical, fluid power, processcontrol)2.15 structural equipment /components (such as aircraft wings, bodies, boathulls/super structures)Page 3 of 6REATC4-006 Issue 1.02.16 services (such as water, gas, air, electricity)P3 Contribute to and review maintenance budgets
- Produce, agree and update maintenance procedures, schedules and plans
- Develop and update maintenance procedures, schedules and plans to include threeof the following:3.1 preventive maintenance (routine inspections and adjustments)3.2 corrective maintenance (activities identified from preventativemaintenance activities)3.3 predictive maintenance (analysis of the equipment’s condition)3.4 reactive maintenance (unexpected equipment/component failure)3.5 maintenance prevention (equipment/component design anddevelopment)P5 Utilise a departmental competency skills matrix of team members
- Plan, schedule and carry out maintenance activities using two of the followingresources:4.1 complete own team staff4.2 combined own team/other team staff4.3 complete other team staff
- Ensure that schedules and plans are capable of meeting all relevant outputsrequired
- Lead maintenance activities within the department
- Complete and store relevant maintenance data and documentation accurately
- Identify and lead on making improvements to maintenance processes andprocedures
- Identify and implement improvements in the services provided by the maintenanceteam to include four of the following:5.1 equipment downtime during maintenance5.2 equipment performance monitoring systems5.3 overall equipment effectiveness (OEE)5.4 maintenance procedures5.5 operator instructions5.6 visual management systems/documentation5.7 resource planning5.8 costs5.9 staff development and training5.10 health and safety5.11 procurement5.12 other (to be specified)P10 Ensure maintenance activities are carried out correctly in line with agreed companyprocesses and procedures
- Maintain equipment which complies with three of the following:6.1 organisational guidelines and proceduresPage 4 of 6REATC4-006 Issue 1.06.2 equipment manufacturer’s operating specification/range6.3 British, European or International standards or directives6.4 recognised compliance agency/body standards or directives6.
17
Lead mechanical manufacturing or inspection activities
Verified
Key Learning Objectives:
- Work safely at all times, complying with health and safety and other relevantregulations, directives and guidelines
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Lead the mechanical manufacturing/inspection team by carrying out all thefollowing:1.1 obtain accurate details of the products to be manufactured/inspected1.2 review and interpret the product specification and documentation to
- assess their characteristics and requirements1.3 clarify any aspects of the product specification or timescales that areunclear1.4 communicate the manufacturing/inspection activities to be undertakenwith the team1.5 involve the team in planning how the manufacturing/inspection activitieswill be achieved1.6 provide clear and accurate instructions to all the relevant people1.7 secure
- monitor and control the use of resources to achieve the mosteffective results1.8 confirm and communicate any changes to the product specificationand/or timescales required by the customer1.9 allocate specific jobs/tasks to each team member1.10 motivate the team to present their own ideas on improvements thatcould be made to the manufacturing process and procedures1.11 encourage the team and/or individuals to take the lead whereappropriate1.12 deal efficiently and effectively with problems affectingproduction/inspection output1.13 produce and agree contingency plans when required
- Lead mechanical manufacturing/inspection activities for one of the followingprocesses:2.1 machining2.2 assembly2.3 welding2.4 fabrication2.5 toolmaking2.6 product overhaul, test and repair2.7 metal productionPage 3 of 6REATC4-007 Issue 1.02.8 composite manufacture2.9 woodworking, pattern or modelmaking2.10 materials processing and finishing2.11 inspection or testing of products/components2.12 other product/component manufacturing/processing operations
- Develop, gain agreement and review manufacturing/inspection departmentalbudgets
- Obtain operational information from three of the following:3.1 design office3.2 industrial engineering3.3 quality engineering3.4 process engineering3.5 production engineering3.6 company information systems3.7 customer3.8 sales department3.9 component/product manufacturers3.10 material/component supplier3.11 other (to be specified)P4 Produce, agree and update departmental production/inspection schedules andplans
- Ensure that schedules and plans are capable of meeting all relevant outputsrequired
- Lead mechanical manufacturing/inspection activities within the department
- Complete and save relevant production/inspection data and documentationaccurately
- Create and maintain management data and information to include the following:4.1 production/inspection plans/delivery schedulesPlus supporting documentation associated with three of the following:4.2 quality records/defects4.3 problem history/resolution4.4 resources/materials requisitions4.5 budgets4.6 equipment performance4.7 equipment maintenance4.8 equipment downtime/failure4.9 equipment utilisation4.10 health and safety4.11 staff development and training4.12 department procedures/work instructions4.13 tests and trialsPage 4 of 6REATC4-007 Issue 1.04.14 regulatory compliance
- Identify and lead on making improvements to processes and procedures
- Identify and implement improvements in the manufacturing/inspectiondepartment to achieve four of the following:5.1 reduced production costs5.2 reduced lead times5.3 improved quality5.4 improved equipment/tooling efficiency5.5 improved staff utilisation5.6 improved working practices5.7 improved equipment downtime5.8 improved equipment utilisation5.9 improved use of production/inspection technologies5.10 improved use of information technology5.11 improved health and safety5.12 improved visual management systems/documentation5.13 improved resource planning5.14 improved staff development and training5.15 reduction in waste5.16 reduction in energy usage5.17 improved environmental impact5.18 improved customer service5.19 other (
18
Leading failure modes and effects analysis (FMEA) activities
Verified
Key Learning Objectives:
- Work safely at all times, complying with health and safety and other relevantregulations and guidelines
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Lead the activities within their area of responsibility to include all of the following:1.1 set out an communicate the purpose of the improvement activities1.2 involve the team in planning how the improvement activity will beachieved1.3 ensure each team member has individual objectives and understandshow these objectives contribute to the overall improvement objective1.4 provide advice and support the team to achieve both team and individualimprovement objectives1.5 motivate the team to present their own improvement ideas1.6 encourage the team and/or individuals to take the lead whereappropriate1.7 agree the implementation of the improvement ideas1.8 negotiate any physical and/or financial resources required to implementthe improvement activity (where appropriate)1.9 monitor the progress of improvement activities1.10 deal with any organisational problems identified during the improvementactivity
- Agree the key features of failure modes and effects analysis required for theactivity under investigation
- Lead the carrying out of a failure modes and effects analysis on two of thefollowing:2.1 concept2.2 product2.3 design2.4 process2.5 system2.6 machine
- Agree, for the activities analysed all of the following:3.1 the potential failure modes3.2 the potential effects from failure modes3.3 the potential causes of failure modes
- Co-ordinate the production of a failure modes and effects analysisPage 3 of 4REATC4-029 Issue 1.0P5 Check the recording of the information gathered in an appropriate format
- Check rating tables for all of the following:4.1 occurrence4.2 severity4.3 detection
- Consider and approve valid judgements about the activity using failure modes andeffects analysis principles
- Approve the risk priority numbers (RPNs) calculations, agree high RPNs and agreeactions to improve them
- Approve the score for all of the following:5.1 the likely occurrence of a potential failure modes5.2 the severity of the potential failure modes5.3 the likelihood of detection of the potential failure modes
- Lead the reassessment of a failure modes and effects analysis once actions havebeen completed, and review the re-score of severity, occurrence and detection
19
Leading measurement systems analysis (MSA) activities
Verified
Key Learning Objectives:
- Work safely at all times, complying with health and safety and other relevantregulations and guidelines
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Lead the activities within their area of responsibility to include all of the following:1.1 set out an communicate the purpose of the improvement activities1.2 involve the team in planning how the improvement activity will beachieved1.3 ensure each team member has individual objectives and understandshow these objectives contribute to the overall improvement objective1.4 provide advice and support the team to achieve both team and individualimprovement objectives1.5 motivate the team to present their own improvement ideas1.6 encourage the team and/or individuals to take the lead whereappropriate1.7 agree the implementation of the improvement ideas1.8 negotiate any physical and/or financial resources required to implementthe improvement activity (where appropriate)1.9 monitor the progress of improvement activities1.10 deal with any organisational problems identified during the improvementactivity
- Approve the selection of an appropriate measurement system on which to carryout the analysis
- Lead the carrying out of a measurement system analysis, which includes three fromthe following:2.1 completing a calibration study on a gauge2.2 conducting a gauge linearity study2.3 completing either an attribute or a variable gauge repeatability andreproducibility study2.4 conducting a metrology study on a measurement system which includeseither a variable or attribute gauge repeatability and reproducibility study
- Obtain and approve all the necessary data in order to carry out the measurementsystems analysis
- Lead the carrying out of the analysis, using the appropriate techniques
- Agree the type of measurement system variation, to include two of the following:3.1 biasPage 3 of 4REATC4-030 Issue 1.03.2 linearity3.3 stability3.4 accuracy3.5 repeatability3.6 reproducibility
- Confirm the recording of the results of the analysis in the appropriate format
- Agree the percentage gauge repeatability and reproducibility of the measurementsystem under study, and approve ways of improving the measurement system
- Lead the production of a measurement systems analysis report, detailing ways ofimproving the measurement system under study
20
Leading workplace organisation activities
Verified
Key Learning Objectives:
- Work safely at all times, complying with health and safety legislation, regulationsand other relevant guidelines
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Lead the activities within their area of responsibility to include all of the following:1.1 set out and communicate the purpose of the improvement activities1.2 involve the team in planning how the improvement activity will beachieved1.3 ensure each team member has individual objectives and understandshow these objectives contribute to the overall improvement objective1.4 provide advice and support the team to achieve both team and individualimprovement objectives1.5 motivate the team to present their own improvement ideas1.6 encourage the team and/or individuals to take the lead whereappropriate1.7 agree the implementation of the improvement ideas1.8 negotiate any physical and/or financial resources required to implementthe improvement activity (where appropriate)1.9 monitor the progress of improvement activities1.10 deal with any organisational problems identified during the improvementactivity
- Lead the activities that apply the principles and process of workplace organisationwithin the work areas, and establish the area scores
- Set standards and guidelines for situations where information, resources orequipment is missing or is in surplus and where improvements can be made
- Lead the team activities that make improvements to workplace organisation
- Lead the production and/or updating of standard operation procedures and visualcontrols that everyone works to within the areaPage 3 of 4REATC4-022 Issue 1.0S2 Lead the production and/or updating of standard operation procedures whichcover three of the following:S1 cleaning of equipment/work area
- maintenance of equipment
- health and safety
- process procedures
- manufacturing operations/working processes
- quality systems
- regulatory compliance system
- Lead the production and/or updating of changes to visual controls, which coverthree of the following:3.1 producing shadow boards or an alternative (such a labelled racking andstorage systems to standardise the storage and location of area resourcesand/or equipment)3.2 colour coding3.3 line status systems (such as line, process system)3.4 skills matrix3.5 performance measures3.6 process control boards3.7 improvement systems3.8 planning systems
- Make measurable improvements to the workplace organisation
21
Manage physical resources
Verified
Key Learning Objectives:
- Identify resource requirements for own area of responsibility to include all of thefollowing:1.1 consult with colleagues to identify their planned activities andcorresponding resource needs1.2 evaluate past resource use to inform expected future demand1.3 identify resource requirements for own area of responsibility
- Obtain required resources for own area of responsibility to include all of thefollowing:2.1 submit a business case to procure required resources2.2 review and agree required resources with relevant individuals2.3 explain an organisation’s processes for procuring agreed resources2.4 explain how to order and acquire resources in own area of responsibility
- Monitor and review the quality and usage of resources in own area of responsibilityto include all of the following:3.1 monitor the quality of resources against required specifications3.2 analyse the effectiveness and efficiency of resource use in own area ofresponsibility3.3 make recommendations to improve the effectiveness and efficiency ofresource use
22
Monitor and evaluate rail engineering processes
Verified
Key Learning Objectives:
- Plan the most appropriate way for evaluating the engineering process
- Monitor and evaluate two engineering processes for one of the following:1.1 manufacturing (such as machining, fabrication, welding, material finishingor manufacture, assembly, joining)1.2 design1.3 research1.4 product or system installation1.5 commissioning1.6 decommissioning or recycling1.7 environmental or sustainability1.8 operational processes (such as movement of materials and logistics)1.9 maintenance practices (such as preventative, corrective, predictive,reactive or prevention)1.10 processing operations1.11 service supplies (such as gas, water, electricity)1.12 engineering support functions (such as procurement, quality assurance,inspection, testing, scheduled safety audits and risk assessments,business improvement)P2 Demonstrate the required behaviours in line with the job role and companyobjectives
- Establish clear and precise criteria for evaluating the engineering process
- Establish criteria for monitoring and evaluation of one of the following:2.1 equipment capability2.2 equipment performance measurement2.3 the use of computer based records systems for engineering processes
- Evaluate the effectiveness of the engineering process, taking into account six of thefollowing:3.1 standard operating procedures/work instructions3.2 process/quality control or assurance documentation3.3 organisation documentation used (such as for purchasing, planningscheduling, contracting, sales and marketing)3.4 IT systems3.5 non-conformances/defects3.6 use of equipment3.7 use of materials/resourcesPage 3 of 5REATC4-014 Issue 1.03.8 staff training and development3.9 supplier data and information3.10 customer data and information3.11 schedules and plans3.12 costs3.13 available technologies3.14 performance/capability3.15 process outcomes3.16 reliability3.17 maintenance and repair3.18 health and safety3.19 environmental and sustainability factors3.20 recycling3.21 other (to be specified)P4 Obtain accurate information on the engineering process from all valid sources
- Gather data from two of the following sources of information during the evaluationprocess:4.1 monitoring and audit processes4.2 colleagues4.3 clients4.4 suppliers4.5 general media4.6 specialised media4.7 benchmarking partners
- Ensure that the monitoring and evaluation processes comply with three of thefollowing:5.1 organisational guidelines and procedures5.2 recognised compliance agency/body's standards, directives or codes ofpractice5.3 customer standards and requirements5.4 equipment manufacturer's operating specification/range5.5 British, European or International standards or directives5.6 health, safety and environmental requirements
- Review all relevant information relating to the engineering process
- Prepare the results of the evaluation, to include all of the following:6.1 an appraisal of the effectiveness of the engineering process6.2 evaluation of the cost effectiveness of the engineering process6.3 an appraisal of the compliance of the engineering process with definedcriteria6.4 a recommendation of feasible changes or improvements to theengineering processPage 4 of 5REATC4-014 Issue 1.06.5 a proposed method for monitoring the impact of the improvements tothe engineering process6.6 an appraisal of the effectiveness of evaluation process
- Consult with all relevant people during the evaluation
- Assess the potential impact of any changes to be recommended
- Recommend feasible changes or improvements to the engineering process
- Present the results of the evaluation to the appropriate people according to agreedprocedures
- Report and communicate results of the monitoring and evaluation, using:7.1 verbal methodsPlus one from the following:7.2 electronic mail7.3 computer-based presentation7.4 computer generated report7.5 specific company document7.6 other appropriate media
23
Obtain resources for the implementation of rail engineering activities
Verified
Key Learning Objectives:
- Carry out all of the following when obtaining resources for engineering activities:1.1 select the engineering activity for which resources are required1.2 identify potential problems which may affect the provision of resources1.3 specify the resources required, and check for their availability1.4 obtain the resources, using the appropriate organisational proceduresand authorisations1.5 re
- solve any resource supply or quality issues1.6 record all resource data on the appropriate company information system
- Assess the engineering requirements and any factors that could affect them
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Obtain resources for two of the following engineering activities:2.1 manufacturing (such as machining, fabrication, welding, material finishingor manufacture, assembly, joining)2.2 design2.3 research2.4 product or system installation2.5 commissioning2.6 decommissioning or recycling2.7 environmental or sustainability2.8 operational processes (such as movement of materials and logistics)2.9 maintenance practices (such as preventative, corrective, predictive,reactive or prevention)2.10 processing operations2.11 service supplies (such as gas, water, electricity)2.12 engineering support functions (such as procurement, quality assurance,inspection, testing, scheduled safety audits and risk assessments,business improvement)P3 Specify clearly the resources required to implement engineering activities
- Obtain and review resource information from two of the following sources:3.1 company information systems3.2 purchase orders3.3 production/planning documentation3.4 electronic mail3.5 specifications3.6 drawings or CAD dataPage 3 of 4REATC4-010 Issue 1.03.7 parts/component lists3.8 financial data3.9 standard operating procedures3.10 contracts3.11 personnel training records3.12 other (to be specified)S4 Specify the resources for three of the following:4.1 personnel4.2 equipment4.3 facilities4.4 materials4.5 finance4.6 information
- Consult with all relevant people on the resources that are available
- Use the appropriate organisational procedures to obtain the required resources
- Obtain the resources, using both of the following organisational procedures:5.1 communication procedures5.2 authorisation procedures
- solve any issues relating to the resources in the appropriate manner
- solve resource issues, including three of the following:6.1 availability (materials, equipment, information, finance, personnel,facilities)6.2 quality (materials, equipment, information, facilities)6.3 skills (personnel)6.4 time6.5 other specific issues (such as timescales)P7 Record information on the resources in the appropriate information systems
- Record and communicate details of the resources obtained, to the appropriatepeople, using:7.1 a verbal reportPlus one from the following:7.2 electronic mail7.3 computer-based presentation7.4 computer generated report7.5 specific company document7.6 other appropriate media
24
Plan, allocate and monitor work in own area of responsibility
Verified
Key Learning Objectives:
- Produce a work plan for own area of responsibility to include all of the following:1.1 explain the context in which work is to be undertaken1.2 identify the skills base and the resources available1.3 examine priorities and success criteria needed for the team1.4 produce a work plan for own area of responsibility
- Allocate and agree responsibilities with team members to include both of thefollowing:2.1 identify team members’ responsibilities for identified work activities2.2 agree responsibilities and SMART (Specific, Measurable, Achievable,Realistic and Time-bound) objectives with team members
- Monitor the progress and quality of work in own area of responsibility and providefeedback to include both of the following:3.1 identify ways to monitor progress and quality of work3.2 monitor and evaluate progress against agreed standards and providefeedback to team members
- Review and amend plans of work for own area of responsibility and communicatechanges to include both of the following:4.1 review and amend work plan where changes are needed4.2 communicate changes to team members
25
Prepare for and support quality audits
Verified
Key Learning Objectives:
- Monitor work in own area of responsibility against quality standards andprocedures to include the following:1.1 select and apply methods for monitoring work
- Prepare for a quality audit in own area of responsibility to include both of thefollowing:2.1 prepare and organise records and documentation for the quality auditor2.2 review previous quality audits and ensure agreed recommendations havebeen implemented
- Discuss quality audit findings with the auditor to include both of the following:3.1 discuss with the auditor the results of the audit and identify any areas forimprovement3.2 agree corrective actions to remedy any identified issues, and set a datefor their implementation
- Complete agreed actions following a quality audit to include the following:4.1 take corrective action based on quality audit findings
26
Produce rail engineering specifications
Verified
Key Learning Objectives:
- Obtain the design requirements from the company information system, or fromone of the following types of client:1.1 external – existing client1.2 internal – existing organisational requirement1.3 external – potential client1.4 internal – new organisational opportunity
- Produce a specification for the engineering product or process that meets therequirements of the client
- Prepare specifications incorporating client requirements, to include six of thefollowing:2.1 function2.2 budget2.3 technologies2.4 manufacturer's specifications2.5 performance/capability2.6 volume2.7 life cycles2.8 monitoring/servicing/maintenance frequency2.9 aesthetics2.10 timing/delivery schedule2.11 specific/special facilities or equipment2.12 materials2.13 manufacturing methods2.14 inspection/testing2.15 usability2.16 resources2.17 interfacing2.18 ongoing support2.19 environmental/sustainability2.20 packaging2.21 communication plan2.22 other specific requirements
- Demonstrate the required behaviours in line with the job role and companyobjectivesPage 3 of 4REATC4-012 Issue 1.0P3 Incorporate all necessary details into the specification
- Ensure that the specification is capable of being implemented
- Ensure that the specification complies with all relevant standards, regulations,directives and guidelines
- Ensure that specifications comply with three of the following:3.1 organisational guidelines and codes of practice3.2 recognised compliance agency/body's standards3.3 equipment manufacturer's operating3.4 customer standards and requirements specification/range3.5 British, European or International standards or directives3.6 health, safety and environmental requirements
- Consult with the client on all of the following:4.1 evidence that the specifications are capable of being achieved4.2 acceptability of specification formats and supporting documentation4.3 any suggested changes to requirements, and why they are necessary4.4 the regulations, directives and guidelines considered in the specification,and their implications
- Agree the specification with the client at appropriate points in the design process
- Provide a suitable rationale for any requirements that cannot be achieved or anychanges to the specification
- Produce the specification in the agreed formats with the necessary supportingdocuments
- Record the specification in the appropriate information systems
- Record and communicate specifications to the appropriate people, using:5.1 a verbal reportPlus one from the following:5.2 electronic mail5.3 computer-based presentation5.4 computer generated report5.5 specific company document5.6 other appropriate media
27
Provide leadership and direction for own area of responsibility
Verified
Key Learning Objectives:
- Lead in own area of responsibility to include both of the following:1.1 identify own strengths and ability to lead in a leadership role1.2 evaluate strengths within own area of responsibility
- Provide direction and set objectives in own area of responsibility to include both ofthe following:2.1 outline direction for own area of responsibility2.2 implement objectives with colleagues that align with those of theorganisation
- Communicate the direction for own area of responsibility and collect feedback toinform improvement to include both of the following:3.1 communicate the agreed direction to individuals within own area ofresponsibility3.2 collect feedback to inform improvement
- Assess own leadership performance to include both of the following:4.1 assess feedback on own leadership performance4.2 evaluate own leadership performance
28
Provide technical advice and guidance on rail engineering or manufacturing 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 behaviours in line with the job role and companyobjectives
- Understand the recipients requirements for technical advice or guidance
- Provide technical advice and guidance for two of the following groups of people:1.1 colleagues in the same work group1.2 colleagues outside work group1.3 contractors1.4 client/customers1.5 others working on related technical activity areas
- Provide technical guidance for one of the following activities:2.1 drawing/design activities (such as mechanical, electrical/electronic,automotive, aerospace, marine)2.2 manufacturing activities (such as machining, detail fitting, fabrication ofcomponents, pressing)2.3 material processing activities (such as heat treatment, casting, injectionmoulding, purification)2.4 composite manufacture (such as wet lay-up, pre-preg laminating, resininfusion, blow moulding)2.5 finishing activities (such as stripping finishes, painting, plating, anodising,veneering, lacquering)2.6 assembly activities (such as mechanical, structural, fluid power,electrical/electronic, woodworking)2.7 installation activities (such as mechanical, electrical/electronic, avionic,structural, environmental equipment)2.8 plant and equipment (such as site preparation, plant layout, equipmentchangeover, equipment 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 commissioning/decommissioning Page 3 of 5REATC4-015 Issue 1.02.17 research and development2.18 testing and/or trialling2.19 engineering support services2.20 environmental/sustainability activities
- Provide technical advice and guidance on four of the following:3.1 equipment operation3.2 specific or specialist tools, equipment or components required3.3 equipment/component/process performance parameters3.4 materials required/used3.5 physical characteristics of components or products3.6 timing/delivery details3.7 environmental considerations/operating conditions3.8 cost/budget information3.9 manufacturing methods3.10 aesthetics/finish details3.11 manufacturing detail3.12 quality requirements/control3.13 processing requirements3.14 monitoring/servicing frequency3.15 work instructions or procedures3.16 training required3.17 number/volume required3.18 customer interface requirements3.19 resource requirements3.20 safety regulations and requirements3.21 equipment/component interfacing
- Provide advice and guidance resulting from two of the following:4.1 reported problems found during the engineering or manufacturingactivity4.2 recorded deviations from agreed plans and schedules4.3 customer requests or complaints4.4 training, development or mentoring
- Provide technical advice and guidance by the following methods:5.1 specific company documentationPlus by one other method from the following:5.2 verbally5.3 computer generated report5.4 electronic mail5.5 computer based presentation5.6 other appropriate media
- Confirm that they have interpreted the requirements correctly and accuratelyPage 4 of 5REATC4-015 Issue 1.0P5 Establish the timelines required to provide the technical advice and guidance
- Ensure that any data and information drawn upon for which advice and guidance issought is up to date, valid, reliable and sufficient to meet the recipientsrequirements
- Ensure technical advice and guidance provided is in line with company policies,procedures and constraints
- Ensure that technical advice and guidance provided complies with any relevantlegislation, standards, directives or codes of practice
- Ensure that the technical advice and guidance complies with three of the following:6.1 organisational guidelines and procedures6.2 equ
29
Schedule rail engineering activities
Verified
Key Learning Objectives:
- Confirm the activities and resources that are required to achieve the engineeringmethods and procedures
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Carry out all of the following when scheduling operational activities:1.1 refer to any existing schedules that may be appropriate1.2 determine the engineering activities to be scheduled1.3 identify applicable engineering methods, processes and procedures(including any specific sequencing requirements)1.4 identify and schedule time and resources1.5 review the schedule, and develop contingency plans to eliminate anydifficulties1.6 ensure that the schedule complies with all relevant regulations, standardsand guidelines1.7 communicate the schedule to all relevant people
- Schedule engineering activities for one of the following:2.1 manufacturing (such as machining, fabrication, welding, material finishingor manufacture, assembly, joining)2.2 design2.3 research2.4 product or system installation2.5 commissioning2.6 decommissioning or recycling2.7 environmental or sustainability2.8 operational processes (such as movement of materials and logistics)2.9 maintenance practices (such as preventative, corrective, predictive,reactive or prevention)2.10 processing operations2.11 service supplies (such as gas, water, electricity)2.12 engineering support functions (such as procurement, quality assurance,inspection, testing, scheduled safety audits and risk assessments,business improvement)S3 Establish requirements for one of the following:3.1 equipment/component/system capacity or capability3.2 equipment/component/system performance3.3 equipment/component/system life cyclePage 3 of 5REATC4-003 Issue 1.03.4 maintenance and repair3.5 people performance3.6 people capacity or capability3.7 product or process quality3.8 supplier capacity or capability3.9 business support function capacity or capability
- Obtain data for engineering activities from three of the following:4.1 management4.2 design office4.3 industrial engineering4.4 client4.5 plant engineering4.6 process engineering4.7 quality engineering4.8 suppliers4.9 purchasing4.10 safety engineering4.11 technical data, charts, reference tables or manuals4.12 production engineering4.13 company information system4.14 human resources (HR) personnel4.15 external technical consultants/experts
- Identify the most suitable sequence of activities
- Schedule the time and resources available for undertaking the activities
- Prepare and review schedules of resources, including four of the following:5.1 personnel5.2 equipment5.3 materials5.4 skills required5.5 facilities5.6 finance5.7 time
- Ensure that schedules are capable of meeting all relevant requirements
- Incorporate new schedules into the engineering process with minimal disruption
- Identify potential difficulties and produce appropriate contingency plans
- Confirm that schedules meet requirements, or produce a contingency plan,including one of the following:6.1 agree revised requirements with management/client6.2 obtain additional/alternative resources6.3 change timescales in agreement with management/clients6.4 recommend a change to the process Page 4 of 5REATC4-003 Issue 1.06.5 reschedule6.6 other specific change
- Ensure that schedules comply with all relevant regulations, directives andguidelines
- Ensure that schedules comply with three of the following:7.1 organisational guidelines and procedures7.2 recognised compliance agency/body's standards, directives or codes ofpractice7.3 equipment manufacturer's operating specification/range7.4 health, safety and environmental requirements7.5 customer standards and requirements7.6 British, European or International standards or directives
- Specify clearly the schedules and record them in the appropriate informationsystems
- Report and communicate schedules to the appropriate people, using:8.1 verbal reportPlus one from the following:8.2 electronic mail8.3 computer-based presentation8.4 computer generated rep
30
Solve rail engineering or manufacturing problems
Verified
Key Learning Objectives:
- Carry out all of the following during the problem solving activity:1.1 discuss/consult with the relevant people on the nature and extent of theproblem1.2 gather information from appropriate sources to help identify and definethe problem1.3 identify and evaluate possible solutions, considering temporary, shortterm and long term solutions1.4 communicate the proposed solution to the relevant people, obtainingfeedback where appropriate1.5 prepare a plan of action for implementation of the appropriate solution1.6 ensure that the agreed solution is implemented in an effective and timelymanner1.7 ensure that the agreed solution complies with appropriate regulationsand guidelines1.8 monitor the implementation of the solutions and make necessaryrevisions to the plan of action (plan do check act)P1 Take prompt action to solve problems and keep all relevant people informed ofprogress
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Take action to re
- solve engineering or manufacturing problems arising from four ofthe following:2.1 assembly2.2 manufacturing2.3 installation2.4 commissioning2.5 process operations or sequencing2.6 maintenance2.7 quality2.8 personnel problem2.9 material handling or processing2.10 external contractual problem2.11 deviation from component/product specification2.12 lack of resources/materials2.13 equipment malfunction Page 3 of 6REATC4-002 Issue 1.02.14 environmental problem (pollutants, temperature, irritants, wastematerials)2.15 ergonomics related2.16 utilities supply (such as gas, electricity, water, air)2.17 change to requirements (such as a customer request)2.18 time or schedule problem2.19 design related2.20 research and development2.21 company strategy2.22 safety related2.23 deviation from departmental procedures, policies or work instructions2.24 the customer (internal and or external)2.25 other specific problem
- Obtain all relevant information relating to the engineering or manufacturingproblems
- Identify correctly the nature, extent and root ca
- use of any engineering ormanufacturing problems that arise
- Evaluate all realistic solutions to solve engineering or manufacturing problems
- Evaluate possible solutions to the problems, by considering six of the following:3.1 operational effectiveness3.2 functionality of the system, product, component or equipment3.3 conformity with company policies, procedures or work instructions3.4 ease of implementation3.5 environmental impact3.6 health and safety implications3.7 timescale for implementation3.8 staffing implications3.9 training and development3.10 financial impact3.11 customer impact (internal and or external3.12 regulations, standards, directives or codes of practice3.13 other (to be specified)S4 Obtain and use information on the problem from four of the following :4.1 statistical data4.2 operating procedures/manufacturing manuals4.3 historic records (such as maintenance or shift logs)4.4 company procedures4.5 quality audits4.6 health and safety information4.7 external sources4.8 environmental documents/reportsPage 4 of 6REATC4-002 Issue 1.04.9 process mapping4.10 feedback from users, subject matter experts, colleagues or customers4.11 approved and controlled tests, trials or experiments4.12 observation
- Identify the most effective solution for solving engineering or manufacturingproblems
- Implement engineering solutions for two of the following timescales:5.1 temporary (interim solution)5.2 long term (permanent solution)5.3 short term (will require further action)P7 Ensure that solutions are implemented correctly and promptly
- Ensure that the solutions to engineering or manufacturing problems comply withall relevant regulations, standards, directives or codes of practice
- Ensure that solutions to engineering problems comply with three the following:6.1 organisational guidelines and codes of practice6.2 recognised compliance agency/body's standards6.3 equipment manufacturer's operating parameters6.4 customer st
31
Specify methods and procedures to achieve rail engineering requirements
Verified
Key Learning Objectives:
- Carry out all of the following when specifying engineering methods andprocedures:1.1 gather data on the requirements for engineering methods andprocedures1.2 select the appropriate engineering activity for the engineering methods1.3 identify and evaluate control parameters and resources (includingequipment, quality, materials and manpower)1.4 specify engineering activities, methods and procedures, and theirimplementation requirements1.5 ensure that the specified methods and procedures meet relevantregulations and guidelines
- Obtain accurate details of the engineering requirements for engineering productsor processes
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Obtain accurate details of engineering requirements from the appropriatecompany information system or sources, including four the following:2.1 production department2.2 personnel/human resources (HR) department2.3 maintenance department2.4 operating procedures/manufacturing manuals2.5 contractors/specialist2.6 company procedures2.7 material control department2.8 health and safety information2.9 environmental/sustainability sources2.10 design department2.11 research specialists2.12 environmental documents2.13 quality assurance/control department2.14 external sources2.15 equipment manufacturers2.16 specific plant/utility installations2.17 sales and marketing2.18 purchasing departmentPage 3 of 5REATC4-013 Issue 1.02.19 contracting department2.20 British, European or International standards or directives2.21 other (to be specified)S3 Identify the engineering activity required to implement the engineering methods,from one of the following:3.1 manufacturing (such as machining, fabrication, welding, material finishingor manufacture, assembly, joining)3.2 design3.3 research3.4 product or system installation3.5 commissioning3.6 decommissioning or recycling3.7 environmental or sustainability3.8 operational processes (such as movement of materials and logistics)3.9 maintenance practices (such as preventative, corrective, predictive,reactive or prevention)3.10 processing operations3.11 service supplies (such as gas, water, electricity)3.12 engineering support functions (such as procurement, quality assurance,inspection, testing, scheduled safety audits and risk assessments,business improvement)P3 Select the most effective methods to achieve engineering requirements
- Identify the necessary resources
- Identify the resources needed to implement the engineering methods, to includetwo of the following:4.1 personnel4.2 facilities4.3 equipment4.4 materials4.5 process4.6 finance
- Identify the activities required to achieve the engineering requirements
- Identify the control parameters for the equipment to be used
- Specify clearly the methods and procedures to be used
- Specify engineering methods and procedures, using one of the following:5.1 paper based documentation5.2 computer based documentation5.3 combined paper and computer based documentation
- Ensure that the methods and procedures comply with all relevant regulations,directives and guidelinesPage 4 of 5REATC4-013 Issue 1.0S6 Ensure that the methods and procedures comply with three of the following:6.1 organisational guidelines and procedures6.2 recognised compliance agency/body's standards, directives or codes ofpractice6.3 equipment manufacturer's operating specification/range6.4 customer standards and requirements6.5 health, safety and environmental requirements6.6 British, European or International standards or directives
- Record the methods and procedures in the appropriate information systems
- Record and communicate details of the methods and procedures to theappropriate people, using:7.1 a verbal reportPlus one from the following:7.2 electronic mail7.3 computer-based presentation7.4 computer generated report7.5 specific company document7.6 other appropriate media
32
Specify risk reduction methods and procedures
Verified
Key Learning Objectives:
- Obtain existing risk analysis information for two of the following engineeringactivities:1.1 manufacturing (such as machining, fabrication, welding, material finishingor manufacture, assembly, joining)1.2 design1.3 research1.4 product or system installation1.5 commissioning1.6 decommissioning or recycling1.7 environmental or sustainability1.8 operational processes (such as movement of materials and logistics)1.9 maintenance practices (such as preventative, corrective, predictive,reactive or prevention)1.10 processing operations1.11 service supplies (such as gas, water, electricity)1.12 engineering support functions (such as procurement, quality assurance,inspection, testing, scheduled safety audits and risk assessments,business improvement)P1 Obtain accurate details of the risks
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Consider the effect and cost of changes or improvements on six of the following:2.1 materials used2.2 operational instructions/procedures2.3 the operational process2.4 workplace environment/sustainability2.5 health and safety2.6 equipment, systems or related technologies2.7 work patterns2.8 personal protective equipment (PPE)2.9 system reliability2.10 training and development2.11 quality of products or services2.12 logistics2.13 marketing/brandingPage 3 of 5REATC-018 Issue 1.02.14 employee downtime2.15 staff availability2.16 other (to be specified)P3 Select the most effective methods to reduce risks
- Identify the resources that are necessary to implement the risk reduction methods
- Specify or use three of the following resources necessary to implement riskreduction methods:3.1 process or operation expertise3.2 auditing and monitoring services3.3 additional personnel3.4 external expertise3.5 HSE or similar expert help3.6 regulations, directives and guidance documentation3.7 engineering design/research or similar expertise3.8 company policy advice3.9 human resources (HR) personnel department information3.10 other (to be specified)S4 Specify risk reduction methods that take into account all of the following asappropriate:4.1 health and safety requirements and appropriate codes of practice4.2 the potential for further risks occurring4.3 data gathering4.4 revised management procedures4.5 when to implement risk reduction actions4.6 prioritisation and decision making4.7 consideration of interim effects on the process4.8 recording of risk analysis data4.9 other (to be specified)P5 Identify the activities required to implement the risk reduction methods
- Specify clearly the procedures for implementing the risk reduction methods
- Ensure that the risk reduction methods and procedures comply with all relevantregulations, directives and guidelines
- Ensure that risk reduction methods and procedures comply with three of thefollowing:5.1 organisational guidelines and procedures5.2 recognised compliance agency/body's standards, directives or codes ofpractice5.3 equipment manufacturer's operating specification/range5.4 customer standards and requirements5.5 health, safety and environmental requirements5.6 British, European or International standards or directivesPage 4 of 5REATC-018 Issue 1.0P8 Utilise opportunities to promote the implementation of the risk reduction methods
- Record the risk reduction methods and procedures in the appropriate informationsystems
- Record and communicate the risk reduction methods and procedures to theappropriate people using:6.1 a verbal reportPlus one from the following:6.2 computer-based presentation6.3 electronic mail6.4 specific company document6.5 computer generated report6.6 other appropriate media
33
Transfer control of rail engineering products, processes or facilities
Verified
Key Learning Objectives:
- Confirm the procedures for transferring control of the engineering product orprocess
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Carry out all of the following during the transfer of control:1.1 identify the specifications and requirements that apply1.2 identify the personnel involved, and ensure that they have theappropriate information1.3 plan the transfer of control to minimise disruption to normal working1.4 prepare the products, processes or facilities for transfer1.5 transfer control, in accordance with the appropriate procedures1.6 verify that the transfer has been successful, and that the products,processes or facilities meet the requirements of the customer1.7 confirm that all relevant specifications, regulations, directives andguidelines have been complied with1.8 document and communicate the appropriate information to all relevantpersonnel
- Ensure that the engineering product or process is ready for transfer and complieswith all relevant specifications and requirements
- Determine all of the following requirements for transferring control:2.1 the product, process or facility description2.2 the personnel from whom control is being transferred2.3 any specific requirements2.4 the personnel to whom control is to be transferred
- Establish plans to transfer control that includes two of the following:3.1 timing plan3.2 preparation of product, process or facility3.3 identification of authorisation channels3.4 testing and/or trials3.5 safety and environmental requirements3.6 handoverPage 3 of 4REATC-020 Issue 1.0S4 Ensure that the transfer of control complies with three of the following:4.1 organisational guidelines and procedures4.2 recognised compliance agency/body's standards, directives or codes ofpractice4.3 equipment manufacturer's operating specification/range4.4 customer standards and requirements4.5 health, safety and environmental requirements4.6 British, European or International standards or directives
- Provide clear and accurate information to the relevant personnel on theengineering product or process
- Identify and explain any aspects of the engineering product or process that varyfrom the agreed specifications and requirements
- Carry out one of the following actions during a transfer of control:5.1 change the specification5.2 seek authority to proceed without compliance with the specification5.3 change the product or process
- Obtain acceptance of the engineering product or process according to the agreedtransfer procedures
- Transfer control and obtain acceptance for all of the following:6.1 confirmation of the agreed specification and procedures6.2 confirmation that products, processes or facilities comply withspecifications and requirements6.3 details of any variation from, or non-compliance with, the agreedspecifications and requirements
- Ensure that all relevant documentation is correctly completed and recorded in theappropriate information systems
- Record and communicate the transfer of control to the appropriate people, using:7.1 a verbal reportPlus one from the following:7.2 electronic mail7.3 computer-based presentation7.4 computer generated report7.5 specific company document7.6 other appropriate media
34
Undertake project management activities
Verified
Key Learning Objectives:
- Work safely at all times, complying with health and safety and other relevantregulations, directives and guidelines
- Demonstrate the required behaviours in line with the job role and companyobjectives
- Undertake project management activities in one of the following areas:1.1 manufacturing (such as machining, fabrication, welding, material finishingor manufacture, assembly, joining)1.2 product or system installation1.3 commissioning1.4 decommissioning or recycling1.5 environmental or sustainability1.6 operational processes (such as movement of materials and logistics)1.7 maintenance practices (such as preventative, corrective, predictive,reactive or prevention)1.8 processing operations1.9 service supplies (such as gas, water, electricity)1.10 design1.11 research and development1.12 engineering support functions (such as procurement, quality assurance,inspection, testing, scheduled safety audits and risk assessments,business improvement, finance, technical sales)P3 Establish the need for the project and determine the project scope
- Gain authorisation to plan
- undertake and complete the project outcomes
- Develop a full project plan which accurately identifies the project aims andobjectives
- Develop project plans, which clearly identify all the following:2.1 project outcomes and objectives2.2 success criteria of the project2.3 cost of the project2.4 time scale required for the project2.5 resources required2.6 individual tasks within the project2.7 milestones and deliverables to be met
- Obtain authorisation and support for the release of the necessary resources to
- carry out the projectPage 3 of 5REATC4-005 Issue 1.0S3 Consult with appropriate people in order to secure access to four of the followingresources:3.1 personnel3.2 documentation and supporting data3.3 finance3.4 equipment3.5 materials3.6 facilities/work area3.7 other specific resource
- Establish a project team with the skill sets required to deliver the project objectives
- Determine and agree individual roles and responsibilities within the project team
- Agree the review and monitoring processes and procedures to be used during the
- Monitor the project deliverables in accordance with the project plan
- Monitor and review the progress of the project to include all of the following:4.1 project objectives are on target4.2 issues or problems are highlighted and resolved4.3 timelines are within agreed parameters4.4 budgets are within agreed limits4.5 agreed processes and procedures are being followed
- Ensure that the project delivery and outcomes comply with three of the following:5.1 organisational guidelines and procedures5.2 recognised compliance agency/body's standards, directives or codes ofpractice5.3 equipment manufacturer's operating specification/range5.4 customer standards and requirements5.5 British, European or International standards or directives5.6 health, safety and environmental requirements
- Report on project progress to relevant parties at the agreed stages
- Deal promptly and effectively with any problems within their control and reportthose that cannot be resolved
- Make adjustments the project plan where required and agreed
- Report project completion and closure to relevant personnel
- Report and communicate final project outcomes, using:6.1 verbal reportPlus one from the following:6.2 computer-based presentation6.3 computer generated report6.4 specific company document6.5 other appropriate media
Regulatory & Verification Details
- Qualification Number (QN)
- 603/2090/4
- Regulated Status
- Available to learners
- Awarding Body
- EAL
- Qualification Type
- Occupational Qualification
- Operational Start
- Aug 2017