Prepare work areas for engineering activities

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


This standard is about your competence in preparing the work area in order to carry out the maintenance of plant and equipment. You will be involved in activities such as clearing materials and equipment from the worksite, providing service supplies and completing isolations. 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 work areas for the maintenance of process engineering plant and equipment

During this work you must take account of the relevant worksite operational requirements, 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 ensure that the work environment is suitable for the work activities to be undertaken
P3 ensure that all necessary service supplies are connected and ready for use
P4 prepare the work areas so that they are ready for the engineering activities to be carried out
P5 make sure that required safety arrangements are in place to protect other workers from activities likely to disrupt normal working
P6 report the completion of preparations in line with organisational procedures
P7 deal promptly and effectively with problems within your control and report those that cannot be resolved

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 and understanding of what the work area preparation requirements and methods are. This could be expected to include the location and whether condition of work environments are appropriate in terms of layout, accessibility, isolations, safety, security
K4 you must have a working knowledge of the potential problems and consequences of not preparing work areas correctly in relation to hazards which may occur
K5 you must have a working knowledge and understanding of the connection and operation of the applicable supply services and connection procedures related to the equipment relevant to the industry, including pneumatic, electrical and hydraulic tools
K6 you must have a working knowledge and understanding of your responsibilities with regard to the reporting lines and procedures in your working environment


Scope Performance

1 The level and extent of responsibility will involve you being responsible for ensuring the preparations are carried out safely by following company defined procedures. You will be accountable for the integrity of the work and ensuring the work is recorded in a formal manner. Authorisation for proceeding with the work will be given by authorised signatories within the Permit to Work system

2 The type of work area to be prepared would include:
2.1 Chemicals manufacturing and petroleum sites
2.2 Controlled operational areas
2.3 Offshore installations

3 The type of work area preparations could involve ensuring that the location and condition of work environments are appropriate in terms of:
3.1 Layout
3.2 Security
3.3 Safety
3.4 Isolations (where relevant)
3.5 Accessibility

4 The type of work area protection and safety requirements will take into account any hazards due to the particular working conditions that could also include:
4.1 Working on access structures (scaffold)
4.2 At height
4.3 Inside systems and plant
4.4 Adverse weather conditions
4.5 Confined spaces
4.6 In shafts

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 Installation Engineer, Engineering Professionals, Manufacturing Technologies

SOC Code



prepare, work, areas, maintenance, plant, equipment, engineering, activities