Remove and replace lift truck driveline units and components

URN: IMILT12
Business Sectors (Suites): Maintenance and Repair - Lift Truck
Developed by: IMI
Approved on: 31 Jan 2022

Overview

This standard is about removing and replacing units and components where dismantling and re-assembly of transmission and driveline 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 a 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, set up, test and use all the equipment required following manufacturers’ instructions
P4 carry out all removal and replacement activities following;

P4.1 manufacturers’ instructions
P4.2 industry recognised repair methods
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 damage to your working environment
P5.6 instability when working on the lift truck
P6 ensure replaced driveline 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 assembled system
P9 ensure the reassembled driveline system performs to the lift truck operating specification and meets any legal requirements prior to return to the customer 
P10 ensure the reassembled transmission system performs to the lift truck operating specification and meets any legal requirements prior to return to the customer
P11 ensure your records are accurate, complete and promptly passed to the relevant person(s) in authority in the format required
P12 complete all removal and replacement activities within the agreed timescale
P13 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 (including road safety requirements)
K2 the health and safety legislation and workplace procedures relevant to lift truck maintenance activities and personal and lift truck protection
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 transmission and driveline systems
K9 the importance of using the correct sources of technical information
K10 the purpose of and how to use identification codes

Electrical and electronic principles
K11 lift truck earthing methods
K12 electrical and electronic principles associated with transmission and driveline 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

Transmission and driveline system operation and construction
K17 how transmission and driveline systems and their related units and components are constructed, removed and replaced for the classification of lift truck worked upon

K18 how transmission and driveline systems and their related units and components operate for the classification of lift truck worked upon
K19 transmission schematic symbols and diagrams

Equipment
K20 how to prepare, inspect and use all the removal and replacement equipment required

Transmission and driveline system unit and component removal and replacement
K21 how to remove and replace transmission and driveline system mechanical, electrical and hydraulic units and components for the classification of lift truck worked upon
K22 how to select and use gaskets, sealants, seals, fittings and fasteners
K23 how to test and evaluate the performance of replacement transmission and driveline system units and components and the reassembled system against the lift truck operating specifications and any legal requirements
K24 the relationship between testing methods and the transmission system units and components replaced – the use of appropriate test methods
K25 the relationship between testing methods and the driveline system units and components replaced
K26 when replacement units and components must meet the original equipment specification (OES) for warranty or other requirements
K27 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

2. Testing methods include:

2.1. sensory
2.2. functional
2.3. measurement

3. Units and components include:

3.1. mechanical
3.2. electrical
3.3. hydraulic

4. Transmission and driveline systems include: 

4.1. powershift units
4.2. hubs and bearings
4.3. driveline shafts
4.4. torque converters
4.5. control valves
4.6. final drive units
4.7. motor control units
4.8. hydrostatic
4.9. generator


Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

3

Indicative Review Date

31 Jan 2025

Validity

Current

Status

Original

Originating Organisation

IMI

Original URN

LT012

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; driveline; units; components;