Remove and replace lift truck mechanical handling and chassis units and components

URN: IMILT04
Business Sectors (Suites): Maintenance and Repair - Lift Truck
Developed by: IMI
Approved on: 2022

Overview

This standard is about removing and replacing units and components where dismantling and re-assembly of mechanical handling and chassis systems is required. It is also about evaluating the performance of replaced units and components. 

The units and components concerned are those not replaced as part of normal routine, lift truck maintenance (servicing) activities.


Performance criteria

You must be able to:

P1 wear suitable personal protective equipment throughout all removal and replacement activities
P2 support your removal and replacement activities by reviewing:

P2.1 lift truck technical data
P2.2 removal and replacement procedures
P2.3 legal requirements
P3 prepare, inspect and use all the equipment required following manufacturers’ instructions
P4 carry out all removal and replacement activities following;

P4.1 manufacturers’ instructions
P4.2 your workplace procedures
P4.3 health and safety requirements
P5 work in a way which minimises the risk of:

P5.1 damage to other lift truck systems
P5.2 damage to other lift truck components and units
P5.3 injury to yourself and others
P5.4 contact with hazardous substances
P5.5 instability when working on the lift truck
P6 ensure replaced mechanical handling and chassis units and components conform to the lift truck operating specification and any legal requirements
P7 promptly record and report any additional faults you notice during the course of your work 
P8 use suitable testing methods to evaluate the performance of the reassembled system
P9 ensure the reassembled mechanical handling and chassis system performs to the lift truck operating specification and meets any legal requirements prior to return to the customer
P10 ensure your records are accurate, complete and promptly passed to the relevant person(s) in the format required
P11 complete all removal and replacement activities within the agreed timescale
P12 promptly report any expected delays in completion to the relevant person(s)in authority 


Knowledge and Understanding

You need to know and understand:

*
Legislative and organisational requirements and procedures*
K1 the legal requirements relating to the lift truck
K2 the health and safety legislation and workplace procedures relevant to lift truck removal and replacement activities including PPE
K3 your workplace procedures for:

K3.1 recording removal and replacement information

K3.2 the referral of problems
K3.3 reporting delays to the completion of work
K4 the importance and purpose of recording removal and replacement activities
K5 the importance of working to agreed timescales and keeping others informed of progress
K6 the relationship between time and costs
K7 the importance of promptly reporting anticipated delays to the relevant person(s) in authority 

Use of technical information
K8 how to find, interpret and use sources of information applicable to unit and component removal and replacement within mechanical handling and chassis systems
K9 the importance of using the correct sources of technical information 
K10 how to use parts lists and identification codes

Electrical and electronic principles
K11 lift truck earthing methods
K12 electrical and electronic principles associated with chassis and mechanical handling systems, including types of sensors and actuators, their application and operation
K13 types of circuit protection and why these are necessary
K14 electrical safety procedures
K15 electrical units, terms and schematics
K16 electronic control system principles

Hydraulics and Hydraulic Principles
K17 how hydraulic lift truck systems operate including rams, pumps, motors and valve blocks
K18 how to inspect hydraulic systems and components to ensure they fall within manufacturer’s specifications
K19 how to remove and replace hydraulic system components
K20 hydraulic schematics and symbols
K21 health and safety risks associated with hydraulic systems

Mechanical handling and chassis system operation and construction
K22 how mechanical handling and chassis systems are constructed, dismantled and reassembled for the classification of lift truck worked upon
K23 how mechanical handling and chassis systems operate for the classification of lift truck worked upon

Equipment
K24 how to prepare, inspect and use all the removal and replacement equipment required
K25 the regulations relating to lifting and slinging equipment

Mechanical handling and chassis system unit and component removal and replacement
K26 how to remove and replace mechanical handling and chassis system mechanical, electrical and hydraulic units and components for the classification of lift truck worked upon
K27 how to select and use gaskets, sealants, seals, fittings and fasteners
K28 how to test and evaluate the performance of replacement mechanical handling and chassis system units and components and the reassembled system against the lift truck operating specifications and any legal requirements
K29 how to select the appropriate test method for the unit/component being worked upon
K30 when replacement units and components must meet the original equipment specification (OES) for warranty or other requirements
K31 how to work safely avoiding damage to other lift truck systems, components and units and contact with leakage and hazardous substances relating to yourself and the environment


Scope/range

1. **Equipment** includes:

1.1. hand tools
1.2. special workshop tools
1.3. general workshop equipment
1.4. electrical testing equipment
1.5. lifting and slinging equipment

2. Testing methods include:

2.1. sensory
2.2. functional
2.3. measurements

3. Units and components include:

3.1. mechanical
3.2. electrical
3.3. hydraulic

4. Mechanical handling and chassis systems include:

4.1. mast, carriage and attachment assemblies
4.2. hydraulic units and components
4.3. steering systems
4.4. braking systems 


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

3

Indicative Review Date

2025

Validity

Current

Status

Original

Originating Organisation

IMI

Original URN

LT04

Relevant Occupations

Lift Truck Service Technician (Automotive), Lift Truck Trailer Diagnostic Technician (Automotive), Lift Truck Trailer Master Technician (Automotive), Lift Truck Workshop Controller

SOC Code

5231

Keywords

Remove; replace; lift; truck; mechanical; handling; chassis; units; components;