Maintaining marine steering gear, control systems and equipment

URN: SEMME3110
Business Sectors (Suites): Marine Engineering Suite 3
Developed by: Enginuity
Approved on: 31 Mar 2019

Overview

This standard identifies the competencies you need to carry out planned maintenance on marine steering gear, control systems and equipment, without complete removal of the unit(s) for overhaul. You will be required to maintain a range of marine steering gear, control systems and equipment, such as mechanical, hydraulic and electro-hydraulic steering gear, 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, control systems and equipment assemblies.

The marine steering gear, control systems and equipment to be maintained will include cables and pulleys, rack and pinion, connecting rods, hydraulic relay units, hydraulic pistons, hydraulic cylinders, pumps, seals, rudder posts, rudders, locking plates, stops, emergency steering devices and other associated equipment. The maintenance activities will include making all necessary checks and adjustments to ensure that components are correctly replaced, positioned, aligned, locked and fastened and that the correct sealants are used.

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 and adjusting components, torque loading components and making `off-load' checks before starting up the maintained equipment.

Your responsibilities will require you to comply with organisational policy and procedures for the marine 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 a minimum of supervision, taking personal responsibility for your own actions and for the quality and 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 mechanical maintenance procedures to marine steering gear, control systems and equipment. You will understand the dismantling and reassembly methods and procedures used, and their application. You will know how the equipment functions, the purpose of the individual components and associated defects, in adequate depth to provide a sound basis for carrying out the maintenance activities, correcting faults and ensuring the repaired equipment functions to the required specification. In addition, you will have sufficient in-depth 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 maintenance activities associated with marine steering gear, control systems and equipment, 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, 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 documentation in line
    with organisational procedures, 
    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 procedures 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. how to recognise and deal with emergencies and the procedures to be followed (such as methods of safely evacuating and closing down of compartments in the case of fire or other major incident, first aid, fire fighting and resuscitation of personnel)
  5. 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)
  6. the importance of wearing protective clothing and other appropriate safety equipment (PPE) during maintenance
  7. how to obtain and interpret drawings, specifications, manufacturers' manuals and other documents for the maintenance process
  8. how to carry out currency/issue checks of the specifications you are working with
  9. the procedure for obtaining replacement parts, materials and other consumables necessary for the maintenance
  10. company policy on the repair/replacement of components during the maintenance process
  11. the sequence to be adopted for the dismantling/reassembling of various types of assemblies
  12. the methods and techniques used to dismantle/assemble marine steering gear, control systems and equipment (such as release of pressure/force, proof marking, extraction, pressing, alignment)
  13. 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, belts and gaskets)
  14. how to make adjustments to components/assemblies to ensure that they function correctly (such as bedding in of white metal bearings, setting working clearance, setting travel, setting backlash in gears, preloading bearings)
  15. the basic principles of how the equipment functions, its operating sequence, the working purpose of individual units/components and how they interact
  16. the application, use and typical checks required when maintaining electrical components (such as transmitters, receivers and sensor equipment)
  17. the identification, application, fitting and removal of different types of bearings (such as roller, ball, thrust, shell)
  18. methods and techniques of fitting keys and splines
  19. the identification, application, fitting and removal of different types of gears
  20. how to set up timing marks and position and set tension of belts and chains, correctly
  21. the identification and application of different types of locking devices
  22. the uses of measuring equipment (such as micrometers, verniers, expansion indicators and other measuring devices)
  23. the importance of making `off-load' checks before running the equipment under power
  24. the test equipment and procedures used during the maintenance activity
  25. how to check that tools and equipment are free from damage or defect, are in a safe and usable condition and are configured correctly for the intended purpose
  26. the generation of maintenance documentation and/or reports following maintenance activities
  27. the equipment operating and control procedures to be applied during the maintenance activity
  28. how to use lifting and handling equipment in the maintenance activity
  29. the problems associated with the marine maintenance activity and how they can be overcome
  30. the organisational procedure to be adopted for the safe disposal of waste of all types of materials
  31. 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 vessel/craft steering gear and control equipment:

    1. plan the maintenance activities to cause minimal disruption to normal working
    2. use the correct issue of company and/or manufacturers' drawings and maintenance documentation
    3. adhere to risk assessment, COSHH and other relevant safety standards
    4. ensure the safe isolation of equipment (such as mechanical, electricity, gas, air or fluids, steam)
    5. provide safe access and working arrangements for the maintenance area
    6. use lifting and handling equipment in accordance with health and safety guidelines and procedures
    7. carry out the maintenance activities using appropriate techniques and procedures
    8. re-connect and return the system to service on completion of the maintenance activities
    9. dispose of waste items in a safe and environmentally acceptable manner and leave the work area in a safe condition
  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 four 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 twelve of the following maintenance activities, as applicable to the equipment being maintained:

    1. de-pressurising the system and draining fluids       
    2. re-filling the system and pressurising
    3. flushing and filtering the system
    4. assess contaminant levels using oil analysis
    5. dismantling equipment to unit/sub-assembly level    
    6. bedding in of white metal bearings
    7. dismantling units to component level                      
    8. lapping in valves
    9. proof marking/labelling of components                     
    10. preloading bearings
    11. checking components for serviceability                    
    12. setting backlash in gears
    13. replacing all lifed items (such as seals, bearings, gaskets)
    14. electrical bonding of components
    15. replacing all damaged or defective components          
    16. tightening fastenings to the required torque
    17. setting travel and timings                                           
    18. making `off-load' checks before starting up
    19. adjusting replaced components                                 
    20. replenishing oils and greases
    21. applying gaskets and sealant/adhesives                    
    22. re-assembling components to sub-assembly level         
    23. re-assembling sub-assemblies to unit level
    24. securing components using mechanical fasteners and threaded devices
    25. applying bolt locking methods (such as split pins, wire locking, lock nuts, stiff nuts, swage nuts)
    26. functionally testing the completed system
  5. Replace a range of marine steering gear/control equipment components, to include twelve of the following:

    1. shafts                                
    2. shell bearings                    
    3. shock and bypass valve
    4. couplings                              
    5. turnbuckle                         
    6. slides
    7. gears                                 
    8. keys                               
    9. rollers
    10. clutches                             
    11. springs                              
    12. static and dynamic seals
    13. brakes                                
    14. diaphragms                  
    15. housings
    16. valves and seats              
    17. cams and followers      
    18. actuating mechanisms
    19. pistons                              
    20. chains and sprockets  
    21. structural components
    22. splines                             
    23. cables and pulleys        
    24. pipework
    25. roller or ball bearings         
    26. levers and linkages      
    27. mechanical stops and indicators
    28. pipes and unions             
    29. shims and packing   
    30. locking plates
    31. gauges                             
    32. save-alls                        
    33. instrumentation
    34. connecting rods               
    35. cylinders                  
    36. gland or gland packing
    37. shackle                          
    38. rack and pinion       
    39. bearing housings
    40. locking and retaining devices (such as circlips, pins)   
    41. other specific components
  6. Carry out maintenance activities on one of the following if applicable to the system being maintained:

    1. autopilot
    2. indicators
    3. transmitters (such as rudder reference)
    4. sensors (such as temperature and pressure)
  7. Maintain marine steering gear/control equipment, in compliance with one of the following standards:

    1. BS 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
  8. Complete the relevant documentation in line
    with organisational procedures, 
    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. chart of dimensional inspection
    5. other specific reporting method

Scope Knowledge


Values


Behaviours

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

3

Indicative Review Date

30 Mar 2021

Validity

Current

Status

Original

Originating Organisation

Semta

Original URN

SEMME3110

Relevant Occupations

Marine Engineering Trades

SOC Code

5235

Keywords

engineering; marine; maintain; steering gear; control system; equipment; hydraulic; electro-hydraulic; mechanical; rudders; emergency system