Assisting in the installation of workplace environmental control equipment
Overview
This standard identifies the competences you need to assist in the installation of workplace environmental control equipment, in accordance with approved procedures. You will be required to assist in the installation of equipment that will control or monitor a number of different systems, including heating and ventilation, air conditioning and ventilation units, chillers, boilers, lighting, lifts, building/room access, fire systems and CCTV systems. The installation will also include sensors, actuators, switches, motor starters, electrical and network cables, thermostats, electronic meters, safety systems/devices, monitoring equipment, inverters, uninterruptible power supplies, control panels, printed circuit boards, controller units, computer systems, peripheral devices and environmental monitoring and targeting software.
You will be required to use the appropriate tools and equipment throughout the installation activities, and to apply a range of installation methods and techniques to position, level and align the equipment, and to make connections to the required services. The installation activities will include making checks and adjustments, in line with your permitted authority, and assisting others to ensure that the installed equipment functions to the required specification.
Your responsibilities will require you to comply with organisational policy and procedures for the installation activities undertaken, and to report any problems with the activities, tools or equipment used that you cannot personally resolve, or are outside your permitted authority, to the relevant people. You must check that all tools, equipment and materials used in the installation activities are removed from the work area on completion of the work, 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.
The installation activity may be carried out as a team effort, but you must demonstrate a significant personal contribution to the installation activities, in order to satisfy the requirements of the standard, and you must demonstrate competence in all the areas required by the standard.
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 installation procedures to workplace environmental control equipment. You will have an understanding of the equipment being installed, and its installation requirements, in adequate depth to provide a sound basis for carrying out the installation process safely and effectively.
You will understand the safety precautions required when carrying out the installation activities, especially those for ensuring the safe isolation of services. 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 all relevant instructions/documentation for the installation being carried out
P3 use the correct tools and equipment for the installation operations, and check that they are in a safe and usable condition
P4 assist in the installation, positioning and securing of the equipment, using appropriate methods and techniques
P5 carry out and/or assist in checking the installation, and make any adjustments in accordance with the specification
P6 assist in using fault location methods and techniques on the installed equipment
P7 deal with problems within your control and report those that cannot be solved
P8 dispose of waste materials in line with organisational and environmentally safe procedures
P9 complete and store all relevant documentation in accordance with organisational requirements
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 drawings and other documents needed in the installation process
K4 procedures for ensuring that you have the correct tools, equipment and fasteners for the installation activities
K5 the types of tools and instruments used to position, secure and align the equipment
K6 the techniques used to position, align, level, adjust and secure the equipment
K7 methods of lifting, handling and supporting the equipment during the installation activities
K8 the basic principles of how the equipment functions, and its operating sequence
K9 the procedures and precautions to be adopted to eliminate electrostatic discharge (ESD)
K10 the techniques used to assemble electrical equipment
K11 the use of IET wiring, and other, regulations when selecting wires and cables, and when carrying out tests on systems
K12 how to make adjustments to components to ensure that they function correctly
K13 methods of connecting equipment to service supplies
K14 why electrical bonding is critical, and why it must be both mechanically and electrically secure
K15 the devices and systems for storing programs
K16 how to conduct any necessary checks to ensure the equipment integrity, functionality, accuracy and quality of the installation
K17 how to recognise installation defects
K18 the issues that can occur with the installation operations, and how these can be overcome
K19 the fault finding techniques to be used if the equipment fails to operate correctly
K20 the recording documentation to be completed for the activities undertaken
K21 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 installation of the workplace environmental control equipment:
1.1 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
1.2 confirm that authorisation to carry out the installation activities has been given
1.3 check that safe access and working arrangements for the installation area have been provided
1.4 confirm that services have been safely isolated, ready for the installation (such as mechanical, electricity, gas, air or fluids)
1.5 check that all required installation consumables are available
1.6 leave the work area in a safe condition and free from foreign object debris
2 Assist in the installation of equipment for workplace environmental control systems that control/monitor two of the following:
2.1 heating and ventilation
2.2 CCTV
2.3 intruder/alarm systems
2.4 air conditioning and ventilation
2.5 chillers
2.6 building/room access
2.7 boilers
2.8 lift control
2.9 lighting
2.10 fire systems
2.11 other specific system
3 Assist in the installation of one of the following:
3.1 trunking and traywork
3.2 electrical cables
3.3 network cables
Plus: assist with the installation of five of the following:
3.4 motor starters
3.5 electronic control panels
3.6 building management system (BMS) remote PC
3.7 vents/diffusers
3.8 circuit protection devices
3.9 switches
3.10 safety systems
3.11 BMS controller units
3.12 sensors
3.13 overload protection devices
3.14 BMS terminal (PC, server)
3.15 thermostats
3.16 annunciation panel
3.17 PC peripheral devices
3.18 electronic meters
3.19 printed circuit boards
3.20 monitoring/targeting software
3.21 heating elements
3.22 monitoring equipment
3.23 inverters
3.24 actuators
3.25 modems
3.26 uninterruptible power supplies
4 Apply installation methods and techniques, to include five of the following:
4.1 marking out of locating and securing positions
4.2 connecting wires and cables
4.3 drilling and hole preparation
4.4 securing by using mechanical fixings
4.5 fitting inserts (such as rag bolts or expanding bolts)
4.6 securing by using masonry fixings
4.7 positioning the equipment
4.8 applying cable clips and ties
4.9 levelling the equipment
4.10 making installation connections (such as mechanical, electrical, fluid power, utilities)
5 Carry out five of the following installation activities:
5.1 terminating mineral and armoured cables
5.2 bending and forming conduit
5.3 bending and forming trunking and trays
5.4 sealing and protecting cable connections
5.5 making mechanical/screwed/clamped connections
5.6 attaching suitable cable identification
5.7 attach equipment identification labels/markers
5.8 heat shrinking (devices and boots)
5.9 crimping (tags and pins)
5.10 stripping cable insulation/protection
5.11 removing cable end fittings
5.12 extracting/inserting components
5.13 routeing and securing wires and cables
5.14 soldering and de-soldering
6 Use three of the following instruments during the installation activities:
6.1 multimeter
6.2 insulation resistance tester
6.3 phase orientation tester
6.4 watt meter
6.5 light meter
6.6 self-diagnostic software
6.7 voltmeter
6.8 earth-loop impedance tester
6.9 ammeter
6.10 continuity tester
6.11 other specific test equipment
7 Carry out all of the following checks and adjustments, as appropriate to the equipment being installed:
7.1 making visual checks for completeness and freedom from damage
7.2 making sensory checks (sight, sound, smell, touch)
7.3 checking the security of connections/terminations
7.4 checking the system for leaks
Plus: Assist with three more from the following:
7.5 checking signal transmission (electrical, electronic, pneumatic, mechanical)
7.6 confirming that signal measurement and transmission are satisfactory
7.7 checking and modifying software programs
7.8 final start-up of the system and removal of any trip defeats
7.9 testing that the equipment operates to the installation specification
8 Assist in dealing with two of the following conditions during the installation process:
8.1 installations with no faults
8.2 partial equipment malfunction
8.3 complete malfunction of equipment
9 Assist in using fault location methods and techniques on the installed equipment, to include one of the following:
9.1 diagnostic aids (such as company records/history, manufacturers' manuals, fault analysis charts, troubleshooting guides)
9.2 fault finding techniques (such as six point, half-split, unit substitution)
9.3 function testing the installation/running equipment self-diagnostics
10 Produce installations which comply with one of the following:
10.1 equipment manufacturer's operation range
10.2 BS, ISO and/or BSEN standards
10.3 organisational standards and procedures
10.4 customer standards and requirements
11 Assist in the completion of relevant paperwork, to include one from the following:
11.1 installation records
11.2 organisational specific documentation
11.3 job card
11.4 electronic reports