Carrying out maintenance on marine steering gear, control systems and equipment

URN: SEMME2040
Business Sectors (Suites): Marine Engineering Suite 2
Developed by: Enginuity
Approved on: 28 Feb 2018

Overview

This standard identifies the competences you need to assist in conducting maintenance activities on marine steering gear, control systems and equipment, such as mechanical, hydraulic and electro-hydraulic steering, without complete removal of the units(s) for overhaul. You will be required to maintain a range of marine steering gear and control systems and equipment, such as mechanical helm, telemotor transmitters and receivers, fluid power system/pump, rudder posts, local steering mechanisms, mechanical steering gear, steering hand pumps, rudders, pintle, hydraulic relay units, emergency hydraulic steering gear and other associated equipment, in accordance with approved procedures. This will involve dismantling, removing and replacing faulty equipment, at unit or component level, on a variety of marine steering gear and control systems and equipment assemblies.

You will be expected to apply a range of dismantling and assembling methods and techniques, such as proof marking to aid reassembly, dismantling components requiring pressure or expansion/contraction techniques, setting, aligning, adjusting and torque loading components and making `off-load' checks before setting to work the maintained equipment.

Your responsibilities will require you to comply with organisational policy and procedures for the 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 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 with either a high level of supervision or as a member of a team. You will take personal responsibility for your own actions and for the quality and accuracy of the work that you carry out. When working in a team, you must demonstrate a significant personal contribution to the team activities in order to satisfy the requirements of the standard and competence in all the areas required by the standard must be demonstrated.

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 mechanical maintenance procedures to marine steering gear, control systems and equipment. You will have an understanding of dismantling and reassembly methods and procedures and their application. You will know how the equipment functions, and the purpose of individual components, in adequate depth to provide a sound basis for carrying out any repair or adjustment. In addition, you will have sufficient knowledge of these components to ensure that they are fit for purpose and meet the specifications, thus providing a sound basis for carrying out reassembly.

You will understand the safety precautions required when carrying out the marine maintenance activities, especially those for isolating the equipment. You will also understand your responsibilities for safety and the importance of taking the necessary safeguards to protect yourself and others in the workplace, both ashore and afloat.


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 maintenance activity is to take place, and the responsibility they place on you
  2. the isolation and lock-off procedure, or permit-to-work procedure that applies
  3. the specific health and safety precautions to be applied during the maintenance procedure and their effects on others
  4. hazards associated with carrying out maintenance activities on marine steering gear, control systems and equipment (such as handling oils, greases, stored pressure/force, misuse of tools, using damaged or badly maintained tools and equipment, not following laid-down maintenance procedures)
  5. how to recognise and deal with emergencies and the procedures to be followed (such as methods of safely evacuating and closing down compartments in the case of fire or other major incident)
  6. the importance of wearing protective clothing and other appropriate safety equipment (PPE) during maintenance
  7. how to obtain and interpret job instructions, drawings, specifications, manufacturers' manuals and other documents needed in the maintenance process
  8. the procedure for obtaining replacement parts, materials and other consumables necessary for the maintenance
  9. the methods and techniques used to dismantle/assemble on marine steering gear, control systems and equipment (such as release of pressures/force, proof marking, extraction, pressing, alignment)
  10. methods of checking that components are fit for purpose, how to identify defects and wear characteristics, and the need to replace `lifed' items (such as seals and gaskets)
  11. how to make adjustments to components/assemblies to ensure that they function correctly (such as setting working clearance, setting travel, setting tension in cables and pulleys, setting backlash in gears)
  12. the basic principles of how the equipment functions, its operating sequence, the working purpose of individual units/components and how they interact
  13. methods and techniques of fitting keys and splines
  14. identification and application, fitting and removal of different types of gears
  15. the identification and application of different types of locking devices
  16. the uses of measuring equipment (such as micrometers, verniers, expansion indicators and other measuring devices)
  17. the importance of making `off-load' checks before running the equipment under power 
  18. how to check that tools and equipment are free from damage or defect, are in a safe, tested and usable condition and are configured correctly for the intended purpose
  19. why tool/equipment control is critical and what to do if a tool or piece of equipment is unaccounted for on completion of the activities
  20. the importance of completing the relevant documentation and/or reports following the maintenance activity
  21. the equipment operating and control procedures to be applied during the maintenance activity
  22. how to use lifting and handling equipment in the maintenance activity
  23. the problems associated with the marine maintenance activity and how they can be overcome
  24. the organisational procedure to be adopted for the safe disposal of waste of all types of materials
  25. the extent of your own authority and whom you should report to if you have a problem that you cannot resolve

Scope/range


Scope Performance

  1. Carry out all of the following during the maintenance of the marine steering gear/control equipment:

    1. undertake the maintenance activities, in conjunction with others involved, to cause minimal disruption to normal working
    2. use the correct issue of drawings, job instructions and procedures
    3. adhere to risk assessment, COSHH and other relevant safety standards
    4. check that equipment has been safely isolated (such as mechanical, electricity, gas, air or fluids)
    5. maintain safe access and working arrangements for the maintenance area
    6. carry out the maintenance activities, using appropriate techniques and procedures
    7. help to re-connect and return the system to service, on completion of activities
    8. leave the work area in a safe condition and to the prescribed category of cleanliness
  2. Carry out maintenance activities on two of the following types of marine steering gear/control equipment:

    1. mechanical steering                  
    2. hydraulic steering            
    3. electro-hydraulic steering
  3. Carry out maintenance activities on two of the following marine steering gear/control equipment components:

    1. mechanical helm                   
    2. mechanical steering gear    
    3. hydraulic relay unit
    4. telemotor transmitter              
    5. telemotor receiver           
    6. emergency mechanical steering
    7. fluid power system/pump          
    8. steering hand pump        
    9. emergency hydraulic steering gear
    10. rudder posts                           
    11. rudders                         
    12. pintle

    13. local steering mechanism

  4. Carry out ten of the following maintenance activities:

    1. dismantling equipment to the appropriate level
    2. flushing/filtering the system
    3. setting, aligning and adjusting components
    4. proof marking/labelling of components              
    5. tightening fastenings to the required torque
    6. checking components for serviceability                
    7. replacing all `lifed' items (such as seals, gaskets) 
    8. replenishing oils and greases
    9. replacing damaged/defective components
    10. re assembling components to sub – assembly level
    11. re assembling components to unit level
    12. applying gaskets, sealants or adhesives
    13. securing components using mechanical fasteners/threaded devices
    14. applying bolt locking methods
    15. making `off-load' checks before starting up
    16. functionally testing the completed system
  5. Maintain marine steering gear/control equipment mechanisms, in accordance with one of the following:

    1. BS,EN or ISO standards and procedures
    2. customer (contractual) standards and requirements
    3. company standards and procedures
    4. specific system requirements
    5. recognised compliance agency/body's standards
    6. other accepted international standards
  6. Complete the relevant paperwork, to include one of the following, and pass it to the appropriate people:

    1. job cards
    2. permit to work/formal risk assessment
    3. maintenance log or report
    4. other specific reporting method

Scope Knowledge


Values


Behaviours

You will be able to apply the appropriate behaviours required in the workplace to meet the job profile and overall company objectives, such as:

  • strong work ethic
  • positive attitude
  • team player
  • dependability
  • responsibility
  • honesty
  • integrity
  • motivation
  • commitment

Skills


Glossary


Links To Other NOS


External Links


Version Number

2

Indicative Review Date

01 Feb 2021

Validity

Current

Status

Original

Originating Organisation

Semta

Original URN

SEMME2040

Relevant Occupations

Engineering, Engineering and Manufacturing Technologies

SOC Code

5235

Keywords

Engineering; marine; maintenance; steering gear; control system; equipment; hydraulic; electro-hydraulic; mechanical; rudders