Checking and calibrating electrical and electronic test equipment

URN: SEMETS318
Business Sectors (Suites): Engineering Technical Support Suite 3
Developed by: Enginuity
Approved on: 30 Mar 2021

Overview

This standard identifies the competences you need to carry out visual inspections, calibration and setting activities on instruments used to check electrical and electronic equipment/circuits, in accordance with approved procedures. You will be required to prepare the instruments, ensuring that they are safe and free from hazards, to obtain all relevant and current documentation, and to obtain the necessary tools and equipment required. You will be required to select the appropriate calibration equipment, based on the type of equipment to be calibrated and the accuracy of the measurements that will be taken. In carrying out the calibration activities, you will be expected to set up, calibrate and check the equipment across its full operating range (where this is appropriate). Equipment to be calibrated could include instruments such as those used to measure current, voltage, resistance, polarity, insulation values, signal waveforms.

Your responsibilities will require you to comply with organisational policy and procedures for the calibration activities undertaken, and to report any problems with these activities that you cannot personally resolve, or are outside your permitted authority, to the relevant people. You will be expected to work with a minimum of supervision, taking personal responsibility for your own actions and for the accuracy of the work that you carry out.

Your underpinning knowledge will provide a good understanding of your work and will provide an informed approach to applying calibration techniques and procedures to electrical and electronic test instrumentation including, where appropriate, British, European and International standards. You will understand how to use the tools and equipment to calibrate the equipment, in adequate depth to provide a sound basis for carrying out the activities and identifying where instruments do not meet the required calibration specification.

You will understand the safety precautions required when carrying out the calibration activities. You will be required to demonstrate safe working practices throughout and will understand the responsibility you owe to yourself and others in the workplace.


Performance criteria

You must be able to:

  1. work safely at all times, complying with health and safety legislation and other relevant regulations, directives and guidelines
  2. obtain and use the correct equipment to carry out the calibration activities
  3. identify and confirm the calibration checks to be made and acceptance criteria to be used
  4. correctly set up, check and calibrate the equipment, using approved techniques and procedures
  5. record the results, and complete calibration documentationin the appropriate format
  6. where appropriate, apply suitable identification to the equipment, stating current date(s) of calibration
  7. deal promptly and effectively with problems within your control and report those that cannot be solved

Knowledge and Understanding

You need to know and understand:

  1. the specific safety precautions to be taken when checking and calibrating electrical and electronic test instrumentation (such as specific legislation or regulations governing the activities or work area, safe working practices and procedures to be adopted, general workshop safety practice)
  2. the health and safety requirements of the work area in which you are carrying out the calibration activities, and the responsibility these requirements place on you
  3. Regulations with regard to the substances used in the calibration process
  4. the hazards associated with calibrating electrical and electronic test instrumentation, and how they can be minimised
  5. the appropriate personal protective equipment and clothing (PPE) to be worn during the calibration activities
  6. what constitutes a hazardous voltage and how to recognise victims of electric shock
  7. how to reduce the risks of a phase to earth shock (such as insulated tools, rubber mating and isolating transformers)
  8. how and where to obtain the required calibration specifications, and how to check that they are current and complete
  9. the general principles of quality assurance systems and procedures
  10. the basic operating principles of the test instruments that are being calibrated
  11. preparations to be undertaken before the equipment is checked and calibrated (such as cleaned and free from contaminants, visually inspected for damage or missing parts)
  12. the procedures and precautions to be adopted to eliminate/protect against electrostatic discharge (ESD)
  13. the need to take note of any special operating conditions
  14. the effects that the environment may have on the calibration activities (such as where precision measurements are concerned)
  15. the use of temperature-controlled standards rooms for calibration activities
  16. the application and uses of the tools and equipment to calibrate electrical and electronic test instruments (such as stabilised power supplies, reference signal generators, measuring bridges and reference potentiometers)
  17. the typical defects and variations that can be found on the instruments, and how to identify them
  18. the need to carry out the calibration checks, and to record the results using the appropriate documentation
  19. the procedure to be followed when instruments do not meet calibration requirements
  20. the importance of completing calibration documentation, what needs to be recorded and where records are kept

  21. the extent of your own responsibility, and whom you should report to if you have problems that you cannot resolve


Scope/range

  1. Prepare for the calibration activities by carrying out all of the following:

    1. ensure that the work area is in a safe and tidy condition
    2. ensure that environmental conditions are suitable for the calibration checks being made (such as temperature, cleanliness, humidity)
    3. obtain and use the correct quality control documentation (such as calibration records, equipment specifications)
    4. obtain and check the general condition of the instrumentation to be calibrated
    5. obtain appropriate calibration/reference equipment for the job in hand
    6. leave the work area in a safe and tidy condition on completion of the activities
  2. Carry out the calibration of electrical/electronic test instruments in both of the following types of measurement:

    1. analogue               
    2. digital
  3. Carry out the calibration of electrical/electronic test equipment, to include eight of the following types of instruments:

    1. multimeters                      
    2. flash testers
    3. ammeter                    
    4. resistance boxes
    5. voltmeter                                       
    6. residual current device (RCD) tester
    7. watt meters                                        
    8. signal generators
    9. ohmmeters                                         
    10. portable appliance (PAT) testers
    11. oscilloscope                                         
    12. logic probes
    13. insulation tester                                             
    14. current injection devices
    15. loop impedance tester                                
    16. phase testers
    17. earth bond testers                                       
    18. amplifiers
    19. current probes                                            
    20. spectrum analysers
    21. chart recorders                                           
    22. network analysers
    23. frequency meters and counters                    
    24. logic analysers
    25. other specific test equipment
  4. Use three of the following types of equipment during the calibration activities:

    1. reference/workshop potentiometers           
    2. spectrum analysers
    3. measuring bridges                                       
    4. network analysers
    5. master/reference stabilised power supplies    
    6. logic analysers
    7. master/reference meters       
    8. master/reference signal generators
    9. master/reference oscilloscopes
    10. AEI and ACI equipment
    11. other specific calibration equipment
  5. Test and calibrate electrical/electronic test instrumentation, to include carrying out all of the following:

    1. obtaining calibration parameters from data records
    2. connecting up power supplies, test and calibration equipment
    3. following specified or appropriate calibration procedures
    4. ensure that any special operating conditions are taken into account
    5. calibrating to manufacturer's procedures and specifications
    6. applying appropriate coding to calibrated equipment
    7. recording calibration results accurately and legibly, in the appropriate format
    8. identifying and recording out-of-specification instruments
    9. taking appropriate action in respect of instruments that fail to meet calibration specifications
    10. diagnosing faults during the calibration process (where appropriate)
  6. Complete the calibration documentation, to include one from the following, and pass to the appropriate people:

    1. calibration report
    2. `equipment withdrawal from service' report
    3. job card
    4. customer specific documentation
    5. electronic reports

Scope Performance


Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

3

Indicative Review Date

01 Mar 2024

Validity

Current

Status

Original

Originating Organisation

Enginuity

Original URN

SEMETS318

Relevant Occupations

Engineering, Engineering and Manufacturing Technologies, Engineering Technicians

SOC Code

3113

Keywords

engineering; technical; support; checking; calibration; electrical; electronic; testing; meters; measuring devices