Test instrumentation and control systems and equipment in engineering construction plant

Business Sectors (Suites): Maintaining Plant and Systems - Instrumentation and controls
Developed by: ECITB
Approved on: 28 Sept 2020


This standard is about testing instrumentation and control systems and equipment in engineering construction plant.

You will need to be able to set up and carry out tests and monitoring within agreed procedures, review results and carry out further tests if necessary,  whilst adhering to health, safety and environmental legislation, regulations and safe working practices.
In the context of this standard, your responsibility is to interpret and work within given specifications, selecting methods and 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 instrumentation and control maintenance technicians.

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**, materials, tools and equipment are suitably prepared for the work activities to be undertaken 3. prepare to undertake testing or monitoring: * ensure you have the correct testing equipment * prepare the testing equipment  4. establish the required performance criteria for the instrumentation and control equipment or system being tested 5. set up the testing or monitoring equipment  * check that the calibration is correct  * take the environmental conditions into account 6. carry out testing or monitoring, taking care to prevent any ingress and to exclude foreign material 7. ensure all necessary testing data has been captured 8. review the testing data by: * taking into account the test conditions * checking it is within expected parameters * checking if it is accurate and thorough 9. analyse and review the test data and compare it, as relevant, against the equipment or system’s: * testing data history * relevant specification or manufacturers’ information 10. record the results of the assessment in a clear and accurate manner, identifying any faults and variations 11. recommend any relevant actions that should be taken, in accordance with procedures 12. **reinstate the work area**

Knowledge and Understanding

You need to know and understand:

1. relevant legislative, regulatory and local requirements or procedures and safe working practices including your responsibilities with regard to reporting lines and procedures 2. preparation and reinstatement requirements in respect of the work area, materials, tools and equipment, and the possible consequences of incorrect actions in these areas 3. relevant engineering test specifications and manufacturers’ information 4. the difference between testing and monitoring 5. testing and monitoring techniques including the techniques for ingress protection, foreign material exclusion and the impact that different environmental conditions can have 6. how to set up, check the functionality and calibration of the equipment that is being used for testing or monitoring including taking into account environmental conditions 7. how to review the testing data, what types of anomalies may be found and what action to take if found 8. how to analyse monitoring and test data in order to carry out an assessment 9. the documentation used to report on test results and test analysis and the importance of correctly recording the test results 10. what action(s) should be taken in relation to: * the outcome of the assessment * relevant procedures and reporting lines 11. tool and equipment control:  the correct use of relevant tools and equipment and your individual responsibility for the use, care and security of those you use


Work environment

This could include:

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

Work environments may be 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, system and plant
  • on access structures (scaffold)
  • on open structures
  • onshore and offshore installations
  • shafts
  • shipyards
  • tunnels

Reinstate the work area
This term 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

Scope Performance

Scope Knowledge





Links To Other NOS

External Links

Version Number


Indicative Review Date

28 Sept 2020





Originating Organisation


Original URN


Relevant Occupations

Instrument and Control Maintenance Technician, Maintenance Engineer

SOC Code



instrumentation; test; calibration; data; performance; engineering; construction; engineering construction; instrumentation and controls; monitor; plant, equipment and systems