Carry out preventative and corrective maintenance procedures on instrumentation and control equipment and systems 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 carrying out preventative and corrective maintenance on instrumentation and control equipment and systems in engineering construction plant.

You will need to safely and effectively carry out preventative and corrective maintenance activities (including inspections) to ensure the instrumentation and control equipment and systems are functioning as specified, this includes making adjustments and recommending actions to be taken, as appropriate. 
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. interpret the required performance criteria instrumentation for the equipment or system 4. carry out preventative maintenance on the equipment and systems to prevent failure  5. undertake routine inspections of the instrumentation and control equipment or system to check if it is working as expected 6. undertake any necessary maintenance and inspection related testing procedures including interrogation  7. interpret the testing results and adjust the instrumentation and controls equipment or system, as required 8. after adjusting the instrumentation and controls equipment, retest it to confirm that is now meets the required operating specification  9. if the adjusted instrumentation and controls equipment fails to meet the required operating specification, adjust and retest again, as appropriate  10. record the outcome of the inspection, testing and adjustment including: * positive reporting * highlighting any causes for concern * recommend relevant actions to be taken * report any instances where the equipment fails to meet the required performance after adjustments 11. complete maintenance records accurately and pass them to the appropriate person 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. the performance requirements of instrumentation and control equipment and systems that you are maintaining including: 4. how the equipment and systems should operate 5. how to source and interpret the related manufacturers’ and company specifications 6. the importance of preventative and corrective maintenance and the difference between the two 7. preventative maintenance, routine inspection, scheduled maintenance and monitoring and their: * reasons and benefits  * requirements including tools and equipment used * related testing procedures 8. the different types of adjustment techniques and their requirements 9. 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  10. maintenance records and related documentation procedures


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



engineering; electrical; instrumentation; control; preventative maintenance; routine inspection; instrumentation and control; engineering construction; corrective maintenance; plant, equipment and systems