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Inspect and test land-based machinery and equipment

URN: LANLEO30
Business Sectors (Suites): Land-based Engineering Operations
Developed by: Lantra
Approved on: 2022

Overview

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This standard covers the inspection and testing of land-based machinery and equipment, analysing and interpreting findings and formulating and recommending actions. 

It covers the collection of all relevant information through information gathering, diagnostic testing or operational testing to allow determination of compliance and diagnosis of faults and failures in land-based machinery and equipment.

It includes the analysis and interpretation of collected information by consideration of data, comparison and simulation, as well as testing data to allow an informed diagnosis.

It also covers recommending actions to be taken, e.g. beyond economical repair, repair, replace, service exchange or recondition.

When working with machinery or equipment you should be trained and hold current certification, where required, in accordance with the relevant legislation.

When working on high voltage (hazardous voltage/HaV) electric vehicles, de-energising must be done by a person who has been trained in accordance with the manufacturer’s procedures.

This standard is for those who work in land-based engineering using their initiative in a customer-facing role. It may include mentoring a junior colleague to assist in aspects of service and repair.

Performance criteria

You must be able to:

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  1. be aware of hazards and assess the risks associated with the activity and the location where it is to be carried out
  2. be aware of the potential environmental impact associated with the activity and the ways in which this can be controlled
  3. select and wear suitable clothing and personal protective equipment (PPE)
  4. establish the objectives of the inspection or test, which may fall into one or more categories
  5. collect the relevant information to aid a clear understanding of machinery and equipment, condition, application and performance
  6. gather service history and technical reference data to assist the inspection or test
  7. identify suitable tests or procedures to collect data, including to diagnose intermittent faults
  8. select equipment required for the task ensuring that it is serviceable, calibrated and that all certification is in date
  9. carry out any necessary preparation work and tests or procedures within agreed timescales
  10. inspect failed parts
  11. record all findings in accordance with company requirements
  12. check that the data gathered is realistic and thorough and takes account of the test conditions
  13. analyse the data using industry-approved methods and procedures
  14. consider and eliminate any external factors affecting the performance of machinery or equipment
  15. compare the analysis against the product specification and identify any faults or variations from the specification
  16. identify the causes of failures and determine the implications of the findings 
  17. identify and recommend actions
  18. confirm that the actions recommended meet the relevant standards and customer requirements
  19. justify and record recommendations 
  20. present observations and recommendations and prepare documentation
  21. calculate costs and prepare estimates/quotations

Knowledge and Understanding

You need to know and understand:

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  1. how to identify hazards and assess risks when preparing to service and repair land-based equipment 
  2. the type of clothing and personal protective equipment (PPE) suitable for the activity
  3. the purpose and objectives relating to a request for an inspection or test
  4. the actions required for the different types of inspection and test
  5. how to collect and validate relevant information
  6. how to prioritise and sequence testing procedures
  7. the methods of investigating intermittent faults
  8. the relevant methods, diagnostic and specialist equipment used to estab-lish the conformity of a land-based machine or equipment
  9. how to differentiate between a machinery characteristic and a malfunction
  10. how to recognise, collect and record relevant data in accordance with company requirements
  11. how to compare, analyse and interpret data gained from testing and inspec-tion
  12. the relevant analysis methods and techniques of fault finding
  13. the causes and symptoms of equipment and component failure
  14. the suitability and the limitations of the machinery or equipment being in-spected to perform the given task
  15. the impact on machinery performance caused by the suitability of the crop, soil, working environment and weather
  16. the range of actions that could be considered
  17. the causes and effect of failures
  18. the implications relating to the proposed solution, in particular warran-ty, cost, future repair and impact on the customers’ operations
  19. how to present observations and recommendations to the customer, or-ganisation and manufacturer
  20. how to prepare a service advisory
  21. how to identify when operator training is required to avoid reoccurrence of failures
  22. how to classify a repair
  23. how to calculate costs and provide estimates/quotations

Scope/range

Scope Performance

Scope Knowledge

Values

Behaviours

Skills

Glossary

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actions e.g.
· repair or replace (warranty or retail repair)
· service or maintain
· beyond economic repair (scrap or downgrade)
· unsuitable for application (replace or modify)
· unsafe for continued use (impound or disable)
· meets manufacturer’s conformity
· operator training required

analysis methods and techniques e.g. by logical elimination, simulation, comparison, isolation of components, defining specification and performance against manufacturers’ data

categories e.g. compliance, verification of repair, accident or incident occurrence, diagnosis, pre-delivery inspection

classify a repair e.g. warranty, insurance claim, forced breakage, lack of maintenance, unauthorised intervention, sabotage, overload, operator abuse, inappropriate application

prioritise and sequence testing procedures e.g. safety, economics, position and location of machine or equipment to be tested, state of equipment being tested (e.g. not fit for testing)

relevant information e.g. verbal interrogation, personal operation, fault registers, observation, simulation, comparison

relevant standards:  relevant legislation, regulations, industry standards and manufacturers’ guidelines that cover land-based equipment

Links To Other NOS

External Links

Version Number

3

Indicative Review Date

2027

Validity

Current

Status

Original

Originating Organisation

Lantra

Original URN

LANLEO30

Relevant Occupations

Land-based Engineering

SOC Code

5223

Keywords

PDI; diagnose; analyse; land-based; engineering; equipment; machinery; inspect; test