Maintaining fluid power equipment

URN: SEMPEO221
Business Sectors (Suites): Performing Engineering Operations Suite 2
Developed by: Enginuity
Approved on: 30 Mar 2017

Overview

This standard covers a broad range of basic fluid power maintenance competences which will prepare you for entry into the engineering or manufacturing sectors, creating a progression between education and employment, or that will provide a basis for the development of additional skills and occupational competences in the working environment.

You will be expected to prepare for the maintenance activities by obtaining all necessary information, documentation, tools and equipment required, and to plan how you intend to carry out the required maintenance activities and the sequence of operations you intend to use. You will be required to select the appropriate equipment to use, based on the maintenance operations to be carried out and the type of fluid power equipment being maintained, which will include hydraulic, pneumatic or vacuum equipment and circuits.

You will be expected to use a variety of maintenance diagnostic techniques and procedures, such as gathering information from fault reports, using recognised fault finding techniques and diagnostic aids, measuring, inspecting and operating the equipment. You will then be expected to dismantle, remove and replace, or repair any faulty units or components, including pumps, valves, actuators, sensors, intensifiers, regulators, compressors, pipes and hoses, and other specific fluid power equipment. You will be expected to cover a range of maintenance activities, such as draining and removing fluids, removing stored pressure, labelling/proof marking to aid reassembly, dismantling components to the required level, checking components for serviceability, replacing faulty components and lifed' items, setting and adjusting components, tightening fasteners to the required torque and makingoff-load' checks, before starting up and testing the maintained equipment, using appropriate techniques and procedures.

Your responsibilities will require you to comply with health and safety requirements and organisational policy and procedures for the fluid power maintenance activities undertaken. You will need to take account of any potential difficulties or problems that may arise with the maintenance activities, and to seek appropriate help and advice in determining and implementing a suitable solution. You will work under a high level of supervision, whilst taking responsibility for your own actions and for the quality and accuracy of the work that you carry out.

Your underpinning knowledge will provide an understanding of your work, and will enable you to apply appropriate fluid power maintenance techniques and procedures safely. You will understand the maintenance process, and its application, and will know about the fluid power equipment being maintained, the system components, tools and consumables used, to the required depth to provide a sound basis for carrying out the activities to the required specification.

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

Specific Standard Requirements

In order to prove your ability to combine different maintenance operations, at least one of the fluid power maintenance activities must be of a significant nature, and must involve the removal and replacement of a minimum of five of the components listed in scope 6.


Performance criteria

You must be able to:

  1. work safely at all times, complying with health and safety legislation, regulations, directives and other relevant guidelines
  2. plan the maintenance activities before you start them
  3. obtain all the information you need for the safe isolation, removal and replacement of the system components
  4. obtain and prepare the appropriate tools and test equipment
  5. apply appropriate maintenance diagnostic techniques and procedures
  6. use the appropriate methods and techniques to remove and replace the required components
  7. carry out tests on the maintained system in accordance with the test schedule/defined test procedures
  8. deal promptly and effectively with problems within your control and seek help and guidance from the relevant people when you have problems you cannot resolve
  9. leave the work area in a safe and tidy condition on completion of the maintenance activities

Knowledge and Understanding

You need to know and understand:

  1. the health and safety requirements, and safe working practices and procedures required for the fluid power maintenance activities undertaken
  2. the importance of wearing appropriate protective clothing and equipment (PPE) and keeping the work area safe and tidy
  3. hazards associated with carrying out maintenance activities on fluid power equipment (such as handling fluids, stored energy/force, misuse of tools), and how these can be minimised
  4. the system isolation procedures or permit-to-work procedure that applies
  5. how to obtain and interpret drawings, charts, circuit and physical layouts, specifications, manufacturers' manuals, history/maintenance reports, symbols used in fluid power, and other documents needed in the maintenance activities
  6. the procedure for obtaining drawings, job instructions, related specifications, replacement parts, materials and other consumables necessary for the maintenance activities
  7. how to use and extract information from engineering drawings and related specifications (to include symbols and conventions to appropriate BS or ISO standards in relation to work undertaken
  8. the basic principles of how the fluid power equipment functions, its operating sequence, the purpose of individual units/components and how they interact
  9. the different types of pipework, fittings and manifolds, and their application
  10. the identification and application of different types of valve (such as poppet, spool, piston, disc)
  11. the identification and application of different types of sensors and actuators (such as rotary, linear, mechanical, electrical)
  12. the identification and application of different types of cylinder (such as single acting, double acting)
  13. the identification and application of different types of pump (such as positive and non-positive displacement)
  14. the identification and application of different types compressors (such as screw, piston, rotary vane)
  15. the application and fitting of static and dynamic seals
  16. the techniques used to dismantle/assemble fluid power equipment (such as release of energy/force, proof marking, extraction)
  17. methods of checking that components are fit for purpose
  18. how to make adjustments to components/assemblies to ensure that they function correctly
  19. how to determine pressure settings, and their effect on the system
  20. selection of fluids for the system
  21. recognition of contaminants and the problems they can create, and the effects and likely symptoms of contamination in the system
  22. the various maintenance diagnostic techniques and aids that can be used (such as fault reports, visual checks, measuring, movement and alignment checks, testing)
  23. the various fault location techniques that can be used, and how they are applied (such as half-split, input-to-output, function testing, unit substitution, and equipment self-diagnostics)
  24. how to evaluate sensory information (such as sight, sound, smell, touch)
  25. how to use a range of fault diagnostic equipment to investigate the problem
  26. the care, handling and application of mechanical measuring/test equipment (such as measuring instruments, pressure and flow indicators and self-diagnostic equipment)
  27. types of test equipment to be used, and their selection for particular tests
  28. how the test equipment is connected into the circuit, and the methods of doing this
  29. the techniques, methods and procedures to be used during the tests
  30. how to display/record test results, and the documentation used
  31. how to interpret the test readings obtained, and the significance of the readings gained
  32. the importance of ensuring that test equipment is used only for its intended purpose and within its specified range and limits
  33. how to check that tools and test equipment are free from damage or defect, are in a safe and usable condition, are within calibration, and are configured correctly for the intended purpose
  34. the problems associated with maintaining fluid power equipment, and how they can be overcome
  35. when to act on your own initiative and when to seek help and advice from others
  36. the importance of leaving the work area in a safe and clean condition on completion of the maintenance activities (such as returning hand tools and test equipment to is designated location, cleaning the work area, and removing and disposing of waste)

Scope/range


Scope Performance

  1. Carry out all of the following during the maintenance activity:

    1. adhere to procedures or systems in place for risk assessment, COSHH, personal protective equipment (PPE)and other relevant safety regulations
    2. ensure the safe isolation of equipment (such as mechanical, electrical, gas, air or fluids)
    3. follow job instructions, maintenance drawings and procedures
    4. check that tools and test instruments to be used are within calibration and are in a safe and usable condition
    5. ensure that the system is kept free from foreign objects, dirt or other contamination
    6. return all tools and equipment to the correct location on completion of the maintenance activities
  2. Carry out maintenance activities on one of the following types of fluid power equipment:

    1. pneumatic   
    2. hydraulic 
    3. vacuum
  3. Use four of the following maintenance diagnostic techniques, tools and aids:

    1. fault finding techniques (such as six point, half-split, input/output, unit substitution, emergent sequence)
    2. diagnostic aids (such as manuals, flow charts, troubleshooting guides, maintenance records)
    3. information gathered from fault reports
    4. inspecting (such as checking for damage, wear/deterioration, leaks, loose fittings and connections)
    5. sensory input (such as sight, sound, smell, touch)
    6. monitoring equipment or gauges
    7. operating the equipment (such as manual operation, timing and sequencing)
    8. test instrumentation measurement (such as pressure, flow, timing, sequence, movement)
  4. Use two of the following types of fluid power test instruments:

    1. measuring devices           
    2. flow indicators    
    3. self-diagnostic equipment
    4. pressure indicators      
    5. test rigs
  5. Carry out all of the following maintenance activities, as applicable to the equipment being maintained:

    1. chocking/supporting cylinders/rams/components 
    2. draining and removing fluids (as applicable)
    3. releasing stored energy                             
    4. disconnecting/removing hoses and pipes
    5. removing and replacing units/components (such as pumps, cylinders, valves, actuators)
    6. proof marking/labelling of removed components
    7. checking components for serviceability
    8. replacing damaged/defective components
    9. replacing all `lifed' items (such as seals, filters, gaskets)
    10. tightening fastenings to the required torque
    11. setting, aligning and adjusting replaced components
    12. prime, bleed and recharge the system (as applicable)
    13. making de-energised checks before re-pressurising the system
  6. Remove and replace a range of fluid power components, to include all of the following:

    1. pipework/hoses        
    2. valves   
    3. cylinders/actuators

Plus five more of the following:
4. reservoirs/storage devices    
5. pumps           
6. switches
7. accumulators             
8. motors 
9. sensors
10. pressure intensifiers     
11. gaskets and seals  
12. lubricators
13. compressors                   
14. pistons       
15. filters
16. receivers                      
17. spools      
18. cables and wires
19. regulators                      
20. bearings         
21. gauges/indicators
22. timers
23. coolers
24. other specific components

  1. Carry out tests on the maintained equipment, to include both of the following:

    1. leak test                      
    2. operational performance

Plus one more from the following:
3. pressure line pressure tests                 
4. speed
5. return line pressure test              
6. sequence
7. flow                             
8. fluid contamination test

  1. Carry out all of the following checks to ensure the accuracy and quality of the tests carried out:

    1. the test equipment is correctly calibrated
    2. the test equipment used is appropriate for the tests being carried out
    3. test procedures used are as recommended in the appropriate specifications
    4. test readings are taken at the appropriate points, and where appropriate components are adjusted to give the required readings
    5. test equipment is operated within its specification range
  2. Maintain fluid power equipment in compliance with one of the following:

    1. organisational guidelines and codes of practice
    2. specific system requirements
    3. equipment manufacturers' operation range
    4. BS and/or ISO standards

Scope Knowledge


Values


Behaviours

​Additional Information

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

31 Mar 2020

Validity

Current

Status

Original

Originating Organisation

Semta

Original URN

SEMPEO2-21

Relevant Occupations

Engineering, Engineering and Manufacturing Technologies

SOC Code

5221

Keywords

engineering; engineering operations; fluid power equipment; fluid power maintenance; diagnostic techniques; fault finding techniques; pumps; valves; actuators; sensors