Monitor the performance and condition of mechanical plant and equipment

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


This standard is about your competence in completing performance condition monitoring on operational and static mechanical plant and equipment. You will be required to set-up, monitor and record the results in accordance with company procedures. You will be following your organisation's safe working practices at all times and working within the work permit procedures.

This standard deals with the following:
1 Monitor the performance and condition of mechanical plant and equipment

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 correctly set up and check/calibrate the equipment required for the monitoring being carried out
P3 carry out the monitoring activities effectively with minimum disruption to normal activities
P4 record and review the outcomes and take appropriate actions

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 the performance requirements of plant and equipment. This could be expected to include manufacturers' and company specifications on performance requirements
K4 you must have a working knowledge and understanding of the monitoring methods and procedures for plant and equipment and which data is required to make decisions
K5 you must have a working knowledge and understanding of the importance of the need for equipment calibration and authorisation procedures including ensuring that the monitoring equipment is set up and calibrated correctly
K6 you must have a working knowledge and understanding of monitoring equipment setting, operating and care and control procedures. The types of disruption which can occur during monitoring, and how to minimize different types of disruption
K7 you must have a working knowledge and understanding of the formats for recording and monitoring results in line with company procedures

K8 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 extends to selecting and modifying methods at your discretion to optimise the effectiveness of the monitoring and assessment undertaken in the conditions applying. In some cases, you may still be expected to refer to others for final authorisations, even though you remain responsible for identifying and implementing decisions.

2 The type of assets to be monitored involve multiple technology or are of a single technology interacting with other plant and equipment in a dynamic manner and could include:
2.1 Prime mover
2.2 Distribution systems
2.3 Transmission systems and components

3 The monitoring methods and equipment to be used may need to be customised to suit the conditions applying. Typical monitoring methods could include:
3.1 Analysing trends
3.2 Investigating abnormal characteristics
3.3 Researching historical data
3.4 Analysing/reviewing outputs
3.5 Comparison against norm

4 The monitoring conditions or operating environment may be normal operating environments which are complex by virtue of access problems and/or the likelihood of disruption to the monitoring process. Conditions may also be abnormal as a result of unusual hazards being present or

non-standard demands placed on the operation of the assets.

5 The complexity of monitoring to be carried out would include motor tests as advised by company procedures, including:
5.1 Temperature monitoring
5.2 Vibration monitoring
5.3 Current readings
5.4 Run down and up time.

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

MPS Mech 7

Relevant Occupations

Engineering and Manufacturing Technologies, Engineering Professionals, Manufacturing Technologies

SOC Code



monitor, performance, condition, record, results, mechanical, plant, equipment