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ECICM01 Determine condition monitoring requirements

URN: ECICM01
Business Sectors (Suites): Condition Monitoring
Developed by: ECITB
Approved on: 26 Jan 2022

Overview

This standard is about determination of condition monitoring requirements.

You will need to be able to establish the condition monitoring requirements through identification, evaluation and consideration of customer requirements, operational, environmental, financial and engineering factors including assessing and recording the resource requirements to meet the condition monitoring objectives and specify supply schedules whilst adhering to health and safety legislation, regulations and safe working practices.

In the context of this standard, your responsibility is to monitor plant/equipment condition and recognise changes in trend that could indicate potential failure. Interpret and work within given specifications, selecting techniques to achieve the best possible result. 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.

Who this standard is for:
This standard is for condition monitoring practitioners.

Performance criteria

You must be able to:

  1. work safely at all times, complying with health, safety, environmental and other relevant legislation, regulations, guidelines and local rules or procedures
  2. ensure that the work environment, material, tools and condition monitoring equipment and instrumentation are suitably prepared for the work activities to be undertaken
  3. obtain and interpret the required information and specifications using drawings and other relevant sources
  4. establish the significance of the asset and the need for condition monitoring
  5. assess the monitoring activities to determine the condition monitoring resources required

  6. identify accurately the technical requirements to be met and ensure they

    • take account of working conditions
    • meet the needs of the customer

  7. establish to what extent the condition of the component or asset can be monitored and the effect on the asset, process or systems

  8. plan the most effective way to apply condition monitoring to the component or asset
  9. determine the correct use, care and security of relevant tools and equipment you use
  10. verify that the monitoring equipment is suitable for use in the monitoring area atmosphere, on an on-going basis
  11. determine acceptable sample collection, measurement points, monitoring intervals and operational state
  12. establish resources required to ensure compliance with customers and site requirements
  13. confirm the condition monitoring requirements with the appropriate people
  14. ensure the work area is reinstated deal promptly and effectively with problems within your control and report those that have been and those that cannot be solved

Knowledge and Understanding

You need to know and understand:

  1. relevant legislative, regulatory and local requirements or procedures and safe working practices
  2. preparation and reinstatement requirements in respect of the work area, material, and equipment, and the possible consequences of incorrect actions in these areas
  3. relevant engineering drawings, related specifications, quality standards and manufacturers' information
  4. the operational conditions, related sources of variability and how they impact on the measurement
  5. the tools, terminology and practices used within condition monitoring
  6. the tools, terminology and practices used when determining condition monitoring requirements
  7. sample collection or measurement points
  8. sampling intervals and what influences the periods
  9. the correct use of relevant tools and equipment and your individual responsibility for the use, care and security of those you use your responsibilities with regard to reporting lines and procedures in your working environment

Scope/range

Scope Performance

Scope Knowledge

Values

Behaviours

Skills

Glossary

A Work environment could include:

  • engineering construction sites
  • controlled operations
  • offshore installations
  • maintenance sites
  • nuclear sites
  • repair sites


A Work environment may be in open or restricted spaces:  

  • at height 
  • confined spaces
  • control rooms
  • controlled operational and offshore installations
  • designated work areas
  • explosive atmospheres
  • existing plants and structures
  • fabrication workshops 
  • in plant rooms
  • inside structures, systems and plant
  • on access structures (scaffold)
  • on open structures
  • onshore and offshore installations
  • shafts
  • shipyards
  • tunnels


Work area is reinstated could include:

  • returning the work area to a safe condition
  • removing barriers 
  • sweeping up
  • correctly disposing of waste materials
  • storing re-usable materials, consumables and equipment in accordance with appropriate procedures
  • completing all necessary documentation


Condition monitoring equipment and instrumentation could include:

  • bespoke equipment
  • flue gas analysers
  • frequency counters
  • frequency generators
  • gauges
  • LCR testers
  • leak detectors
  • meters
  • oscilloscopes
  • probes
  • pyrometers
  • relevant laboratory equipment
  • thermography cameras
  • thermometers
  • spectrum analysers


Information could include:

  • asset location and objectives
  • codes and related standards
  • customers' orders and instructions
  • environmental and safety measures
  • design criteria
  • engineering drawings and specifications
  • historic and current operational data
  • limitations (environmental/access)
  • manufacturers’ data
  • records of modifications to the asset
  • reports of past failures


Technical requirements could include:

  • component or asset specification
  • customers' orders and instructions
  • engineering drawings
  • maintenance specifications
  • manufacturers’ data
  • monitoring methods, techniques and limitations
  • monitoring objectives
  • materials, equipment and consumables to be used
  • reporting requirements
  • severity criteria
  • timescales working environment


Component or asset could include:

  • electrical and electronic components
  • engineering plant and equipment
  • exchangers (boilers, furnaces)
  • heat exchangers
  • mechanical components
  • pipes and ancillary equipment
  • process plant
  • refractory and insulation
  • rotating equipment
  • tanks
  • vessels


Resources could include:

  • condition monitoring equipment and consumables
  • logistics
  • monitoring plan and schedules
  • qualified people
  • safety clothing, equipment and consumables
  • space required for condition monitoring activities (environment)
  • support facilities required for monitoring and equipment
  • third party resources


Activities could include:

  • attending alarm alerts
  • calibration checks

  • checking:

    • conformance to specifications
    • flame picture
    • flue gases and exhausts
    • levels
    • pressures
    • temperatures

  • electrical checks

  • end product analysis
  • integrity checks
  • investigating surges and spikes
  • lubrication checks
  • supporting commissioning
  • thermal imaging surveys
  • vibration checks
  • visual serviceability checks


Engineering drawings and related specifications:
An engineering drawing is a type of technical drawing that is used to convey information about an item for construction, maintenance or fault-finding      purposes and can define test-points used for condition monitoring

Specifications:
Engineering specifications can include manufacturer’s instructions or information from alternative sources that allows you to determine operational parameters of a device

Customer:
Customer in this context could mean someone outside of the organisation such as a client, another contractor, site engineers, master of the vessel, shift engineers, quality inspectors, construction managers, health and safety representatives and agents. Within the organisation, customer could mean supervisors, safety personnel, other departments, managers, engineers, technicians, and colleagues

Rotating equipment:
Machinery that has associated revolving parts. This group would include pumps, compressors, circulators, fans, blowers, engines, generators, turbines, motors, gear boxes. They are typically electrically, hydraulically, pneumatically, steam or wind driven

Condition monitoring techniques:
Various techniques can be used to obtain data on machinery and its components for the purpose of condition monitoring. Data can be gathered through the use of acoustic emissions, current-flow monitoring, fluid analysis, thermography, ultrasonics and vibration analysis


Links To Other NOS

External Links

Version Number

1

Indicative Review Date

26 Jan 2027

Validity

Current

Status

Original

Originating Organisation

ECITB

Original URN

ECICM01

Relevant Occupations

Asset Engineer, Condition Monitoring Practitioner, Diagnostician, Instrument and Control Maintenance Technician, Instrument Technician, Lubricant Chemist, Maintenance Engineer, Mechanical Engineer, Mechanical Maintenance Technician, Oil Analyst, Process Control Technician, Reliability Engineer, Asset Manager

SOC Code

3113

Keywords

Condition; monitoring; engineering drawings; specifications; information; asset; equipment; technique; engineering; construction; condition monitoring; acoustic emissions; motor current signature analysis; oil analysis; performance monitoring; thermograph