Prepare equipment required for maintaining instrument and control systems

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


This standard is about your competence in preparing instrument and control equipment in order to carry out the maintenance of systems. You will be required to obtain and prepare the Instrument and control equipment including making sure the safety arrangements are in place and report to the appropriate authority when completed. You will be following your organisation's safe working practices and working within the work permit procedures.

This standard deals with the following:
1. Prepare equipment required for maintaining instrument and control systems

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 obtain all the required equipment and ensure that it is in safe and usable condition
P3 carry out the necessary preparations to equipment in line with work requirements
P4 make sure that required safety arrangements are in place to protect other workers from activities likely to disrupt normal working
P5 report completion of preparations in line with organisational procedures
P6 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 and understanding of equipment preparation methods and procedures. This could be expected to include checking the working condition and operation of standard equipment, including safety checks and inspections
K4 you must have a working knowledge and understanding of the types of equipment which may be used. This could be expected to include fixed (machine) and or portable (hand or machine)
K5 you must have a working knowledge and understanding of what your responsibilities are for ensuring the security of tools and equipment that you use. This could be expected to include ingress protection ratings, explosion protection rating equipment, corrosion, portable appliance testing, heating and ventilation and permit systems
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 extends to determining and then implementing the preparations necessary where specifications of requirements may be absent or incomplete in some way. In some cases, you may still be expected to refer to others for final authorisation, even though you remain responsible for identifying and implementing decisions.

2 The equipment safety checks and inspections will be carried out to ensure that there are no obvious faults present, in accordance with company procedures.

3 The types of equipment to be prepared could include:
3.1 Protective clothing/equipment
3.2 Lifting & handling equipment
3.3 Access structures (typically ladders, steps, trestles, youngman boards, temporary staging, access hoists… “cherry-pickers”)
3.4 Process equipment
3.5 Tools
3.6 Safety equipment/harnesses
3.7 Temporary electrical supplies.

4 Types of equipment preparation
Equipment preparation could involve selection, inspection, changing settings or the calibrating as well as routine checks on its condition,
operation, suitability and safety, in compliance with company procedures. Typical preparation could include:
4.1 Identification
4.2 Addition of extra lifting points
4.3 Storage
4.4 Confirming alignment
4.5 Development
4.6 Cleaning
4.7 Protecting/preserving
4.8 Security
4.9 Precision measuring
4.10 Weight confirming/assessment
4.11 Checking quality and quantity
4.12 Asset/product orientation
4.13 Setting out

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

I 3.4

Relevant Occupations

Engineering and Manufacturing Technologies, Engineering Professionals, Manufacturing Technologies

SOC Code



prepare, maintenance, procedures, instrument, control, systems