Carrying out scheduled maintenance tasks on fluid power equipment

URN: SEMEMI218
Business Sectors (Suites): Engineering Maintenance and Installation Suite 2
Developed by: Enginuity
Approved on: 2015

Overview

This standard identifies the competences you need to carry out scheduled maintenance tasks on fluid power equipment on mobile or static plant, in accordance with approved procedures. You will be required to carry out maintenance on pneumatic, hydraulic or vacuum equipment, which will include equipment and components such as pumps, cylinders, valves, actuators, pipework and hoses, switches and sensors, in order to minimise down time, and to ensure that the equipment performs at optimal levels and functions to specification.

Your responsibilities will require you to comply with organisational policy and procedures for the scheduled maintenance activities undertaken, and to report any problems with these activities, or with the tools and equipment used, that you cannot personally resolve, or are outside your permitted authority, to the relevant people. You must ensure that all the tools, equipment and materials used in the maintenance activities are removed from the work area on completion of the activities, and that all necessary job/task documentation is completed accurately and legibly. You will be expected to work to instructions, alone or in conjunction with others, taking personal responsibility for your own actions, and for the quality and accuracy of the work that you carry out.

Your underpinning knowledge will be sufficient to provide a sound basis for your work, and will enable you to adopt an informed approach to applying scheduled maintenance procedures to fluid power equipment. You will have an understanding of the process of implementing scheduled maintenance tasks, the importance of carrying them out at specific times, and of recording their outcomes and the actions taken. In addition, you will be expected to report where the outcomes identify the need for further investigation or maintenance work.

You will understand the safety precautions required when carrying out the maintenance tasks, especially those for isolating the equipment, and for taking the necessary safeguards to protect yourself and others in the workplace. You will be required to demonstrate safe working practices throughout.


Performance criteria

You must be able to:

  1. work safely at all times, complying with health and safety and other relevant regulations, directives and guidelines
  2. follow the relevant maintenance schedules to carry out the required work
  3. carry out the maintenance activities within the limits of your personal authority
  4. carry out the maintenance activities in the specified sequence and in an agreed time scale
  5. report any instances where the maintenance activities cannot be fully met or where there are identified defects outside the planned schedule
  6. complete relevant maintenance records accurately and pass them on to the appropriate person
  7. dispose of waste materials in accordance with safe working practices and approved procedures

Knowledge and Understanding

You need to know and understand:

  1. the health and safety requirements of the area in which the scheduled maintenance tasks are to take place, and the responsibility these requirements place on you
  2. the isolation procedure or permit-to-work procedure that applies to the equipment being maintained
  3. the specific health and safety precautions to be applied during the scheduled maintenance tasks, and their effects on others
  4. the importance of wearing protective clothing and other appropriate safety equipment (PPE) during the maintenance activities
  5. the hazards associated with carrying out scheduled maintenance on fluid power equipment (such as handling oils/greases, stored pressure/force, misuse of tools), and how they can be minimised
  6. how to obtain and extract information from job instructions, drawings, specifications, manufacturers' manuals and other documents needed in the maintenance process
  7. the various checks to be carried out during the scheduled maintenance procedure
  8. the importance of following correct decontamination procedures
  9. the procedure for obtaining the consumables to be used during the scheduled maintenance activity
  10. methods of checking that components are fit for purpose, and the need to replace `lifed' items
  11. how to check that any replacement components meet the required specification/operating conditions
  12. how to make appropriate sensory checks (such as sight, sound, smell and touch)
  13. the appropriate testing instructions to be adopted during the maintenance activity
  14. how to make adjustments to components/assemblies to ensure they function to specification
  15. the basic principles of how the equipment functions, its operating sequence, the working purpose of individual units/components, and how they interact
  16. how to complete scheduled maintenance records/logs/reports, in accordance with company policy and procedures
  17. the importance of recording an adjustments and modifications to the system and the implications if this is not carried out
  18. the equipment operating and control procedures, and how to apply them in order to carry out scheduled maintenance
  19. the problems that can occur whilst carrying out the scheduled maintenance tasks, and how they can be avoided
  20. the organisational procedure(s) to be adopted for the safe disposal of waste of all types of materials
  21. the extent of your own authority and to whom you should report if you have problems that you cannot resolve

Scope/range


Scope Performance

  1. Carry out all of the following during the scheduled maintenance tasks:

    1. undertake the maintenance activities to cause minimal disruption to normal working
    2. use the correct issue of maintenance documentation (such as drawings, manuals, maintenance records)
    3. adhere to procedures or systems in place for risk assessment, COSHH, personal protective equipment and other relevant safety regulations
    4. adhere to company specific contamination and control procedures at all times
    5. confirm with the authorised person that the equipment is ready for carrying out the scheduled maintenance
    6. ensure the safe isolation of equipment (such as mechanical, electricity, gas, air or fluids)
    7. ensure that safe access and working arrangements have been provided for the maintenance area
    8. carry out the scheduled maintenance tasks, using appropriate techniques and procedures
    9. dispose of waste items in a safe and environmentally acceptable manner
    10. leave the work area in a safe and tidy condition
  2. Carry out scheduled maintenance tasks on one of the following types of fluid power equipment:

    1. pneumatic equipment
    2. hydraulic equipment
    3. vacuum equipment
  3. Carry out scheduled maintenance tasks on four of the following:

    1. pumps
    2. pipework and hoses/tubing
    3. storage devices (such as reservoirs, receivers, accumulators)
    4. mechanical control devices (such as valves, actuators, motors)
    5. valve solenoid
    6. other specific system components
  4. Carry out ten of the following scheduled maintenance activities:

    1. removing excessive dirt and grime
    2. making sensory checks (such as sight, sound, smell, touch)
    3. checking equipment for leaks
    4. replacing 'lifed' consumables (such as gaskets and seals, hoses)
    5. monitoring the condition/deterioration of components (such as actuators, mechanical control devices, pipework)
    6. checking that any safety equipment or controls are operating correctly (such as switches and sensors)
    7. checking the operation of instrumentation (such as gauges and indicators)
    8. carrying out and/or checking equipment self-analysis data
    9. making adjustments to components and connections
    10. checking/tightening fastenings to the required torque
    11. replenishing oils, greases or other fluids
    12. reviewing and checking the equipment operation and performance
    13. recording the results of the scheduled maintenance activity
    14. reporting or taking action with regard to any defects that require immediate attention (such as replacing non-'lifed' components)
  5. Maintain fluid power equipment, in accordance with one of the following:

    1. organisational guidelines and codes of practice
    2. equipment manufacturer's operation range
    3. BS, ISO and/or BSEN standards
  6. Complete one of the following maintenance records, and pass it to the appropriate person:

    1. job cards
    2. specific company documentation
    3. permit to work/formal risk assessment

Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

2

Indicative Review Date

2018

Validity

Current

Status

Original

Originating Organisation

Semta

Original URN

SEMEMI2-18

Relevant Occupations

Maintenance Fitter

SOC Code

5223

Keywords

Engineering; manufacturing; maintenance; scheduled maintenance; fluid power; condition; safety checks; operations; functionality