Prepare loads for moving during performing engineering maintenance

Business Sectors (Suites): Process Engineering Maintenance
Developed by: Cogent
Approved on: 27 Mar 2018


​This standard is about your competence in confirming the weight of the load, selecting the appropriate method, selecting and checking the equipment before moving the loads in line with organisational procedures. You will be involved in activities such as confirming the weight of the load, selecting slings and shackles, paying particular attention to lifting points and the balance of the load and ensuring safety of the work area. You will be following your organisation's safe working practices and working within the work permit procedures. This standard is common to the Mechanical, Electrical and Instrumentation & Control disciplines.

This standard deals with the following:
1. Prepare loads for moving

During this work you must take account of the relevant installation procedures and safe working practices AS THEY APPLY TO YOU.

Performance criteria

You must be able to:

​P1 work safely at all times, complying with health and safety and other relevant regulations and guidelines
P2 establish the weight of the load to be moved
P3 determine the method and select suitable equipment to move the load
P4 check that the equipment to be used is capable of moving the load safely
P5 determine a suitable route for moving the load minimising risk to people and property
P6 ensure that the load is secured and protected before moving operations start
P7 deal promptly and effectively with problems within your control and report those that cannot be solved

Knowledge and Understanding

You need to know and understand:

​K1 you must have a working knowledge and understanding of what your responsibilities are in respect of Health, Safety and Environment. This should include the limits of your personal responsibility, your legal responsibility for your own health and safety and the health and safety of others

K2 you must have a working knowledge of the relevant regulations and the safe working practices and procedures required within your work area
K3 you must have a working knowledge of the lifting, moving and handling equipment, methods and techniques to be followed. This may include: slings and strops, trolleys (powered or manual), winches, rollers, hoists and jacks (hydraulic or screw)
K4 you must have a working knowledge of how to establish the weight of loads by using manufacturers' details, equipment labels, observation
K5 you must have a working knowledge of what slinging and lifting methods and techniques can be applied. This may include: slings, strops, shackles
K6 you must a working knowledge of how to care for lifting equipment and what control procedures are in place. This may include: storage, location, colour codes
K7 you must have a working knowledge of the types of defects and faults that are possible with lifting equipment. This may include: incorrect certification date, frayed slings
K8 you must have working knowledge and understanding of route planning methods and techniques. This may include: overhead, access points, walkways

K9 you must have working knowledge and understanding what reporting lines and procedures to be followed as designated by the company procedures and could involve the: asset owner, plant supervisor, permit controller, work site colleagues, OIM​


Scope Performance

Scope Knowledge

​The Knowledge and Understanding levels expressed indicate the minimum level of knowledge and understanding sufficient to perform your role in a manner that would normally be associated with the minimum acceptable 
performance of a competent person undertaking your role.

The expression ”working knowledge and understanding” indicates you are able to:
1 Identify and apply relevant information, procedures and practices to your usual role in your expected working environments needing only occasional recourse to reference materials
2 Describe, in your own words, the principles underlying your working methods. This does not mean the ability to quote “Chapter and verse”. Rather you must know what supporting information is available, how and where to find it and from whom to seek further guidance and information confirm any additional required detail
3 Interpret and apply the information obtained to your role, your working practice and in your expected working environment





Links To Other NOS

External Links

Version Number


Indicative Review Date

27 Mar 2022





Originating Organisation


Original URN


Relevant Occupations

Engineering and Manufacturing Technologies, Engineering Professionals, Manufacturing Technologies, Transportation Operations and Maintenance

SOC Code



moving loads, safe working, manual handling, slings, shackles, balance of loads, lifting points