Carrying out scheduled maintenance tasks on service systems and equipment
Overview
This standard identifies the competences you need to carry out scheduled maintenance tasks on service systems and equipment, such as water distribution, waste/foul water, environmental control, refrigeration, heating and ventilation, air conditioning and ventilation, gas distribution, compressed air, process control, and instrumentation and control, in order to minimise downtime, 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 tasks undertaken, and to report any problems with the maintenance activities, tools or equipment used that you cannot personally resolve, or are outside your permitted authority, to the relevant people. You must ensure that all 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 services systems and 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 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 activities, especially those for isolating the equipment. You will be required to demonstrate safe working practices throughout, and will understand your responsibility for taking the necessary safeguards to protect yourself and others in the workplace.
Performance criteria
You must be able to:
P1 work safely at all times, complying with health and safety and other relevant regulations, directives and guidelines
P2 follow the relevant maintenance schedules to carry out the required work
P3 carry out the scheduled maintenance activities within the limits of your personal authority
P4 carry out the scheduled maintenance activities in the specified sequence and in an agreed time scale
P5 maintain services or systems equipment as required
P6 deal with problems within your control and report those that cannot be solved
P7 complete and store all relevant documentation in accordance with organisational requirements
P8 dispose of waste materials in line with organisational and environmentally safe procedures
Knowledge and Understanding
You need to know and understand:
K1 how to work safely at all times, complying with health and safety and other relevant regulations, directives and guidelines
K2 the importance of wearing the appropriate personal protective equipment (PPE), and of keeping the work area clean and tidy
K3 how to obtain and interpret information from job instructions and other documents needed in the maintenance process
K4 the various checks to be carried out during the scheduled maintenance procedure
K5 the procedure for obtaining the consumables to be used during the scheduled maintenance activity
K6 methods of checking that components are fit for purpose, and the need to replace `lifed' items
K7 how to check that any replacement components meet the required specification/operating conditions
K8 how to make appropriate sensory checks
K9 the appropriate testing instructions to be adopted during the maintenance activity
K10 how to make adjustments to components/assemblies to ensure they function to specification
K11 the basic principles of how the equipment functions, its operating sequence, the working purpose of individual units/components, and how they interact
K12 how to complete scheduled maintenance records/logs/reports, in accordance with company policy and procedures
K13 the equipment operating and control procedures, and how to apply them in order to carry out scheduled maintenance
K14 the issues that can occur whilst carrying out the scheduled maintenance tasks, and how they can be avoided
K15 the organisational procedure(s) to be adopted for the safe disposal of waste of all types of materials
K16 the extent of your own responsibility 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 activities:
1.1. undertake the maintenance activities to cause minimal disruption to normal working
1.2. use the correct issue of maintenance documentation (such as drawings, manuals, maintenance records)
1.3. adhere to procedures or systems in place for risk assessment, personal protective equipment and other relevant safety regulations and procedures to realise a safe system of work
1.4. confirm with the authorised person that the equipment is ready for carrying out the scheduled maintenance
1.5. ensure the safe isolation of equipment (such as mechanical, electricity, gas, air or fluids)
1.6. ensure that safe access and working arrangements have been provided for the maintenance area
1.7. carry out the scheduled maintenance tasks using appropriate techniques and procedures
1.8. dispose of waste items in a safe and environmentally acceptable manner
1.9. leave the work area in a safe and tidy condition
2. Carry out scheduled maintenance tasks on one of the following services or systems:
2.1. fresh water distribution
2.2. refrigeration
2.3. instrumentation and control
2.4. waste water
2.5. compressed air
2.6. medical gas pipelines
2.7. environmental control
2.8. emergency power generation
2.9. decontamination equipment (such as medical)
2.10. process control
2.11. heating and ventilation
2.12. gas distribution
2.13. air conditioning and ventilation
2.14. steam generation
2.15. effluent treatment /disposal
2.16. chemical wash systems
2.17. canteen /laundry equipment
3. Carry out ten of the following scheduled maintenance activities:
3.1. removing excessive dirt and grime
3.2. making sensory checks (such as sight, sound, smell, touch)
3.3. checking equipment for leaks
3.4. replacing ‘lifed’ consumables (such as fluids, gaskets and seals, hoses)
3.5. monitoring the condition/deterioration of components (such as bearings, pipework, cables, valves, sensors, couplings)
3.6. checking that any safety equipment or controls are operating correctly
3.7. checking the operation of instrumentation (such as gauges and indicators)
3.8. carrying out and/or checking equipment self-analysis data
3.9. making adjustments to components and connections
3.10. tightening fastenings to the required torque
3.11. replenishing oils, greases or other fluids
3.12. reviewing and checking equipment operation and performance
3.13. recording the results of the scheduled maintenance activity
3.14. reporting or taking action with regard to any defects that require immediate attention (such as replacing non-‘lifed’ components)
4. Maintain services or systems equipment, in accordance with one of the following:
4.1. organisational guidelines and codes of practice
4.2. equipment manufacturer’s operation range
4.3. company procedures
4.4. BS, ISO and/or BSEN standards
5. Complete one of the following maintenance records, and pass it to the appropriate person:
5.1. job cards
5.2. organisational-specific documentation
5.3. maintenance log or report
5.4. permit to work/formal risk assessment and/or sign-on/off procedures
5.5. electronic reports