Assisting in producing technical information for engineering activities

URN: SEMTS217
Business Sectors (Suites): Engineering Technical Support Suite 2
Developed by: Enginuity
Approved on: 28 Feb 2015

Overview

This standard identifies the competences you need to support colleagues in producing technical information for engineering activities, in accordance with approved procedures. You will be required to assist in producing the technical information for engineering activities such as machining, assembly, fabrication, materials processing and finishing, maintenance, installation and commissioning, material handling and lifting, and other manufacturing or operational activities.

You will assist in providing the technical information in the correct form for the specific engineering activities to take place, and to pass this on to the appropriate people, within agreed timescales. You must also ensure that the technical information you provide is accurate, and conforms to organisational and safety requirements.

Your responsibilities will require you to comply with organisational policy and procedures for producing the technical information. You will report any problems that you cannot personally resolve, or that are outside your permitted authority, to the relevant people. You will be expected to work to instructions, either 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.

Your underpinning knowledge will be sufficient to provide a sound basis for your work, and will enable you to adopt an informed approach to the techniques and procedures used for gathering the appropriate information and presenting it in the required format. You will have an understanding of the engineering activities for which the technical details are required, in sufficient detail to enable you to make informed decisions.

You will be aware of any health, safety and environmental requirements applicable to your area of work. 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. produce technical details that contain all the relevant and necessary data for the engineering activity to be carried out
  2. present the technical details in the appropriate formats
  3. make sure that codes and other references used in the technical details follow agreed conventions
  4. pass on the technical details to the appropriate people within agreed timescales
  5. record technical details and store them securely in accordance with organisational requirements
  6. undertake changes to technical details within agreed control procedures

Knowledge and Understanding

You need to know and understand:

  1. how to access information on health and safety regulations and guidelines relating to the technical information being produced
  2. the implications of not taking account of legislation, regulations, standards and guidelines when specifying the technical information
  3. how to obtain information on the engineering requirements, and the types of information available (such as customer requirements and instructions, quality control requirements and the product specification)
  4. how to extract information from drawings, documents and related specifications
  5. the types of data that should be included in the technical information you are producing
  6. the factors to be taken into account when determining the technical information, especially those covering working conditions and safety
  7. the development of the technical information (to include both master documents and working instructions)
  8. how to prepare the technical information (to include the format, structure and style of presentation)
  9. the process used in the organisation to validate the technical information produced
  10. the control procedure for ensuring that the technical information is maintained up to date
  11. the procedures for changing technical information, and why control procedures are used
  12. the importance of maintaining records; what needs to be recorded, and where records are kept
  13. how to access and use the appropriate information and documentation systems
  14. the importance of customer care and satisfaction
  15. the importance of providing right information at the right time
  16. the types of problem that can occur with specifying technical information for engineering requirements, and how they can be minimised

the extent of your own authority and to whom you should report in the event of problems that you cannot resolve


Scope/range


Scope Performance

  1. Carry out all of the following when determining and producing the technical information:

    1. use the correct issue of company information
    2. collect relevant data needed to produce the technical information
    3. ensure that health and safety regulations and safe working practices are taken into account
    4. ensure that the influence of working conditions on technical performance is recognised and included in the technical information
    5. produce the technical information in the appropriate formats
    6. resolve any problems as they occur, within your level of responsibility
  2. Assist in producing technical information for one of the following engineering activities:

    1. drawing/design activities (such as mechanical, electrical/electronic, motor vehicle, aerospace, marine)
    2. manufacturing activities (such as machining, detail fitting, fabrication of components, pressing)
    3. material processing activities (such as heat treatment, casting, injection moulding, purification)
    4. composite manufacture (such as wet lay-up, pre-preg laminating, resin infusion, blow moulding)
    5. finishing activities (such as stripping finishes, painting, plating, anodising, veneering, lacquering)
    6. assembly activities (such as mechanical, structural, fluid power, electrical/electronic, woodworking)
    7. installation activities (such as mechanical, electrical/electronic, avionic, structural, environmental equipment)
    8. plant and equipment (such as site preparation, plant layout, equipment changeover, equipment replacement)
    9. equipment capability studies/performance measurement
    10. movement of materials, components or finished goods
    11. business improvement activities
    12. engineering safety audits or risk assessments
    13. quality control/quality assurance
    14. modification and repair activities
    15. commissioning/decommissioning
    16. maintenance activities             
    17. research and development
    18. testing and trialling                    
    19. engineering support services
  3. Assist in producing technical information that includes five of the following:

    1. equipment operating detail (function)                            
    2. specific or specialised equipment required
    3. equipment performance parameters                        
    4. materials required/used
    5. physical characteristics (dimensions, weight)        
    6. tooling required
    7. environmental considerations/operating conditions 
    8. timing/delivery details
    9. manufacturing methods                                          
    10. cost/budget estimation/details
    11. manufacturing detail                                            
    12. aesthetics/finish details
    13. processing requirements                                      
    14. quality requirements/control
    15. work instructions or procedures                             
    16. monitoring/servicing frequency
    17. number/volume required                                        
    18. training required
    19. resource requirements                                             
    20. customer interface requirements
    21. equipment/component interfacing                           
    22. safety requirements

* *

  1. Take account of applicable local and national standards and conventions when producing the technical information, to include three of the following:

    1. terminology                              
    2. referencing and indexing
    3. nomenclature                            
    4. geometric tolerancing
    5. colour codes                             
    6. document format and layout
    7. symbols and abbreviations       
    8. safe working practice and procedures
    9. company instructions               
    10. recognised compliance agency/body's specifications (such as MOD)
  2. Ensure that the technical information complies with all of the following, as appropriate:

    1. organisational guidelines and codes of practice         
    2. customer standards and requirements
    3. equipment manufacturer's operating specification/range
    4. BS and/or ISO standards
    5. recognised compliance agency/body's standards       
    6. health, safety and environmental requirements
  3. Record the technical information and present it to the appropriate people, using one of the following:

    1. specific company documentation
    2. written or typed report
    3. verbally
    4. electronic mail

Scope Knowledge


Values


Behaviours


Skills


Glossary


Links To Other NOS


External Links


Version Number

2

Indicative Review Date

30 Mar 2018

Validity

Current

Status

Original

Originating Organisation

Semta

Original URN

SEMTS2-17

Relevant Occupations

Engineering, Engineering and Manufacturing Technologies

SOC Code

3113

Keywords

Engineering; technical support; producing technical information; approved procedures; machining; assembly; fabrication; maintenance; installation; commissioning