Service, repair and maintain lift trucks and powered access vehicles.
Lift truck and powered access engineering technicians can be found in many sectors, where businesses need to lift and move products, equipment and people safely. This is vital to a huge range of industries including: engineering, manufacturing, construction, food manufacturing and the storage and logistics industries.
The broad purpose of the occupation is to service, repair and maintain lift trucks and powered access vehicles and equipment. This can include manual, electric, diesel, LPG, and hybrid powered machines both tracked and wheeled, vertical mast type machines both static and self-propelled. It can also include equipment mounted on vehicles, such as: forklift, scissor lift, vertical mast, articulated and telescopic boom, elevated work platform machines both static and self-propelled. There are also lift truck and powered access machines specially designed to meet specific applications.
In their daily work, an employee in this occupation interacts with a range of different people, some of these may include supervisors, warehouse staff, colleagues and customers. The lift trucks can be situated in a range of locations such as at a workshop, repair centres, warehouse, foundry, cold-store, manufacturing plant, engineering works, construction site, storage and logistics site, or any field service environment including a customer's premises. Some lift truck and powered access engineering technicians work from their own mobile units. Many companies require staff to work shifts, which can mean that their weekly hours involve working nights, weekends, and bank holidays.
An employee in this occupation will be responsible for inspecting and maintaining vehicles and equipment as well as diagnosing and repairing faults. They can be in direct contact with customers and are required to understand and meet customer requirements, providing a high standard of customer care whilst complying with safety and environmental regulations.
This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.
An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.
Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA.
The length of the training for this apprenticeship is typically 36 months. The EPA period is typically 4 months.
The overall grades available for this apprenticeship are:
When you pass the EPA, you will be awarded your apprenticeship certificate.
The EPA gateway is when the EPAO checks and confirms that you have met any requirements required before you start the EPA. You will only enter the gateway when your employer says you are ready.
The gateway requirements for your EPA are:
Multiple-choice test
You will complete a multiple-choice test. It will be closed book, meaning you will not have access to any books or reference materials.
In the test you can have:
The test will have 30 multiple-choice questions. You will have 60 minutes to complete it.
Practical assessment with questions
You will be observed by an independent assessor completing a set of tasks. It will last 4.5 hours. They will ask you at least 11 questions.
Professional discussion underpinned by a portfolio of evidence
You will have a professional discussion with an independent assessor. It will last 60 minutes. They will ask you at least 10 questions. The questions will be about certain aspects of your occupation. You need to compile a portfolio of evidence before the EPA gateway. You can use it to help answer the questions.
The EPAO will confirm where and when each assessment method will take place.
You should speak to your employer if you have a query that relates to your job.
You should speak to your training provider if you have any questions about your training or EPA before it starts.
You should receive detailed information and support from the EPAO before the EPA starts. You should speak to them if you have any questions about your EPA once it has started.
If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.
This apprenticeship aligns with Institute of Mechanical Engineers (IMechE) for Engineering Technician
Please contact the professional body for more details.
This apprenticeship aligns with Institute of the Motor Industry for Associate Member
Please contact the professional body for more details.
Lift truck and powered access engineering technicians can be found in many sectors, where businesses need to lift and move products, equipment and people safely. This is vital to a huge range of industries including: engineering, manufacturing, construction, food manufacturing and the storage and logistics industries.
The broad purpose of the occupation is to service, repair and maintain lift trucks and powered access vehicles and equipment. This can include manual, electric, diesel, LPG, and hybrid powered machines both tracked and wheeled, vertical mast type machines both static and self-propelled. It can also include equipment mounted on vehicles, such as: forklift, scissor lift, vertical mast, articulated and telescopic boom, elevated work platform machines both static and self-propelled. There are also lift truck and powered access machines specially designed to meet specific applications.
In their daily work, an employee in this occupation interacts with a range of different people, some of these may include supervisors, warehouse staff, colleagues and customers. The lift trucks can be situated in a range of locations such as at a workshop, repair centres, warehouse, foundry, cold-store, manufacturing plant, engineering works, construction site, storage and logistics site, or any field service environment including a customer's premises. Some lift truck and powered access engineering technicians work from their own mobile units. Many companies require staff to work shifts, which can mean that their weekly hours involve working nights, weekends, and bank holidays.
An employee in this occupation will be responsible for inspecting and maintaining vehicles and equipment as well as diagnosing and repairing faults. They can be in direct contact with customers and are required to understand and meet customer requirements, providing a high standard of customer care whilst complying with safety and environmental regulations.
| Duty | KSBs |
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Duty 1 Repair or replace faulty electrical or electronic, mechanical, and hydraulic parts. |
K1 K2 K3 K4 K5 K7 K8 K9 K11 K12 K13 K14 K15 K16 |
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Duty 2 Carry out scheduled servicing and safety checks on all vehicle or unit applications where applicable. |
K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K12 K13 K14 K15 K16 |
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Duty 3 Carry out pre-delivery inspections, test and make any final adjustments in accordance with manufacturers recommendations, identify problems, or fine-tune performance, using a laptop or hand-held diagnostic equipment. |
K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K12 K13 K14 K15 K16 |
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Duty 4 Maintain, diagnose, and repair internal combustion engines, engine management systems and fuel systems such as liquid petroleum, gas (LPG) and diesel fuel injection. |
K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K12 K13 K14 K15 K16 |
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Duty 5 Maintain, repair, and diagnose drive trains including hydrostatic transmissions, final drive units and AC/DC drive motors, drive controllers and battery systems. |
K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K12 K13 K14 K15 K16 |
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Duty 6 Maintain, adjust, and repair complex mast or boom configurations including lift chains, in accordance with manufacturers recommendations and relevant legislation. |
K1 K2 K3 K4 K5 K7 K8 K9 K11 K12 K13 K14 K15 K16 |
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Duty 7 Complete all paperwork (hard copy or electronic) with the relevant and required information and within the specified timescale using all support including IT as necessary. This may include clear identification of part numbers, order numbers, times and dates, recommended further action and customer commentary. |
K1 K3 K6 K9 K10 K11 K12 K13 K17 |
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Duty 8 Maintain stock levels to maximise efficiency and communicate additional requirements in a clear manner to the staff responsible for ordering parts. |
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Duty 9 Ensure health and safety policy and procedures are adhered to. |
K1 K2 K3 K6 K9 K12 K13 K14 K17 |
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Duty 10 Keep manager updated with progress and notify them of potential problems with customers and their future requirements in a timely manner, using appropriate methods such as email and telephone. |
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Duty 11 Keep the customer and colleagues informed about the progress of the service or repair and any follow-up work required. |
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Duty 12 Ensure equipment and uniform are clean and in good order, reflecting company image. |
K1: Awareness of health and safety regulations, relevance to the occupation and the technician's responsibilities. Health and Safety at Work Act – responsibilities. Control of Substances Hazardous to Health (COSHH). Reporting of Injuries, Diseases, and Dangerous Occurrences Regulations (RIDDOR). Risk assessments. Safe systems of work. Manual handling. Types of hazards. Near miss reporting. Due diligence. Personal Protective Equipment (PPE). Situational awareness. Provision and use of Work Equipment Regulations (PUWER). Lifting Operations and Lifting Equipment Regulations (LOLER). Electrical safety and compliance. Noise regulations. Work at height regulations.
Back to Duty
K2: Tools and equipment used within the lift truck and powered access profession and their safe operation.
Back to Duty
K3: Materials, joining methods and fabrication techniques.
Back to Duty
K4: Principles of electrical, electronic and hydraulic circuits and components.
Back to Duty
K5: Construction and operation of lift truck and powered access machine systems: powertrain, steering, braking, lifting gear, mechanical, electrical or electronic and hydraulics.
Back to Duty
K6: Maintenance practices and techniques: planned and preventative, and reactive methods and their frequency. Inspection techniques and the importance of safety inspections to meet legal obligations.
Back to Duty
K7: Diagnostic principles and problem-solving techniques for fault-finding: manufacturer's process flows, guided fault finding and functional testing.
Back to Duty
K8: Lift truck and powered access on-board diagnostics.
Back to Duty
K9: Manufacturers’ specifications and customers’ requirements and the process to access, interpret and apply the information gained from them.
Back to Duty
K10: Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Engineering terminology.
Back to Duty
K11: Stock requirements. Control systems. Stock rotation. Stock considerations: availability, stock lead times, stock value, faulty stock, salvageability of parts removed.
Back to Duty
K12: Quality management standards. Quality assurance principles and practice. Record keeping.
Back to Duty
K13: Environmental and sustainability regulations and guidance. Environmental hazards that can arise from lift truck and powered access operations. Types of pollution and control measures: noise, smells, spills, and waste. Hazardous waste regulations.
Back to Duty
K14: The correct selection and use of hand tools.
Back to Duty
K15: Lift truck and powered access communication systems. Telematics.
Back to Duty
K16: Warranties: what they are and impact on lift and powered access machines.
Back to Duty
K17: Written communication techniques. Plain English principles. Engineering terminology.
Back to Duty
K18: Equality Act. Equality, diversity, and inclusion in the workplace. Unconscious bias.
Back to Duty
S1: Apply health and safety procedures and safe systems of work in compliance with regulations and standards relevant to lift truck or powered access machines.
Back to Duty
S2: Obtain and interpret lift truck and powered access machine technical data and repair instructions.
Back to Duty
S3: Use tools, workshop equipment, diagnostic and measuring equipment when carrying out maintenance and repairs.
Back to Duty
S4: Perform preventative maintenance activities on lift truck and powered access machines.
Back to Duty
S5: Perform inspections on lift truck and powered access machines in compliance with Lifting Operations and Lifting Equipment Regulations (LOLER) and Provision and Use of Work Equipment Regulations (PUWER) regulations.
Back to Duty
S6: Remove and replace mechanical, electrical and hydraulic components.
Back to Duty
S7: Apply diagnostic principles and problem-solving techniques to diagnose faults on lift truck or powered access machine systems.
Back to Duty
S8: Carry out functional testing and quality checks on repaired lift truck or powered access machine components and systems.
Back to Duty
S9: Carry out repairs and make required adjustments.
Back to Duty
S10: Record or enter information - paper based or electronic. For example, job sheets, risk assessments, equipment service records, test results, handover documents and manufacturers' documentation, work sheets, checklists.
Back to Duty
S11: Check and maintain stock.
Back to Duty
S12: Communicate with others verbally for example, colleagues and stakeholders.
Back to Duty
S13: Prepare and maintain a clean, tidy and safe working area.
Back to Duty
S14: Identify, organise and use resources to complete tasks, in compliance with quality, safety, sustainability and environmental standards and guidance.
Back to Duty
S15: Follow equality, diversity and inclusion procedures.
Back to Duty
S16: Store and maintain tools, workshop equipment, diagnostic and measuring equipment for maintenance and repairs.
Back to Duty
B1: Put health and safety first.
Back to Duty
B2: Take responsibility for the quality of work.
Back to Duty
B3: Committed to continued professional development (CPD) to maintain and enhance competence in their own area of practice.
Back to Duty
B4: Respond and adapt to work demands and situations.
Back to Duty
B5: Apply a professional approach.
Back to Duty
B6: Take account of diversity and inclusion requirements.
Back to Duty
Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.
This standard aligns with the following professional recognition:
V1.1
This document explains the requirements for end-point assessment (EPA) for the lift truck and powered access engineering technician apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.
Lift truck and powered access engineering technician apprentices, their employers and training providers should read this document.
An approved EPAO must conduct the EPA for this apprenticeship. Employers must select an approved EPAO from the register of end-point assessment organisations (RoEPAO).
A full-time apprentice typically spends 36 months on-programme (this means in training before the gateway) working towards competence as a lift truck and powered access engineering technician. All apprentices must spend at least 12 months on-programme. All apprentices must complete the required amount of off-the-job training specified by the apprenticeship funding rules.
This EPA has 3 assessment methods.
The grades available for each assessment method are:
Assessment method 1 - multiple-choice test:
Assessment method 2 - practical assessment:
Assessment method 3 - professional discussion underpinned by a portfolio:
The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:
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On-programme - typically 36 months
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The apprentice must complete training to develop the knowledge, skills and behaviours (KSBs) of the occupational standard. The apprentice must complete training towards English and maths qualifications in line with the apprenticeship funding rules. This includes those with an education, health and care plan or a legacy statement. British sign language (BSL) qualifications are an alternative to English qualifications for those who have BSL as their primary language. The apprentice must compile a portfolio of evidence. |
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End-point assessment gateway
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The employer must be content that the apprentice is working at or above the occupational standard. The apprentice’s employer must confirm that they think the apprentice:
The apprentice must have achieved English and maths qualifications in line with the apprenticeship funding rules. This includes those with an education, health and care plan or a legacy statement. British sign language (BSL) qualifications are an alternative to English qualifications for those who have BSL as their primary language. For the professional discussion underpinned by a portfolio the apprentice must submit a portfolio of evidence. The apprentice must submit any policies and procedures as requested by the EPAO. |
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End-point assessment - typically 4 months
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Grades available for each assessment method: Multiple-choice test
Practical assessment
Professional discussion underpinned by a portfolio
Overall EPA and apprenticeship can be graded:
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Professional recognition
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This apprenticeship aligns with Institute of Mechanical Engineers (IMechE) for Engineering Technician The apprenticeship will either wholly or partially satisfy the requirements for registration at this level. This apprenticeship aligns with Institute of the Motor Industry for Associate Member The apprenticeship will either wholly or partially satisfy the requirements for registration at this level. |
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Re-sits and re-takes
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The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 4 months.
The EPAO should confirm the gateway requirements have been met and the EPA should start as quickly as possible.
The apprentice’s employer must confirm that they think their apprentice is working at or above the occupational standard. The apprentice will then enter the gateway. The employer may take advice from the apprentice's training provider(s), but the employer must make the decision.
The apprentice must meet the gateway requirements before starting their EPA.
These are:
Portfolio of evidence requirements:
The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by this assessment method. It will typically contain 10 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.
Evidence sources may include:
This is not a definitive list; other evidence sources can be included.
The portfolio of evidence should not include reflective accounts or any methods of self-assessment. Any employer contributions should focus on direct observation of performance (for example, witness statements) rather than opinions. The evidence provided should be valid and attributable to the apprentice; the portfolio of evidence should contain a statement from the employer and apprentice confirming this.
The EPAO should not assess the portfolio of evidence directly as it underpins the discussion. The independent assessor should review the portfolio of evidence to prepare questions for the discussion. They are not required to provide feedback after this review.
The apprentice must submit any policies and procedures as requested by the EPAO.
The assessment methods can be delivered in any order.
The result of one assessment method does not need to be known before starting the next.
In the test, the apprentice answers questions in a controlled and invigilated environment. It gives the apprentice the opportunity to demonstrate the knowledge mapped to this assessment method.
This assessment method is being used because:
The test must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
The multiple-choice test can be computer based.
The multiple-choice test must consist of 30 multiple-choice questions.
Multiple-choice questions must have four options, including one correct answer.
The apprentice must be given at least 2 weeks notice of the date and time of the multiple-choice test.
The apprentice must have 60 minutes to complete the test.
The multiple-choice test is closed book which means that the apprentice cannot refer to reference books or materials whilst taking the test.
The following equipment is allowed to be used during the multiple-choice test:
The multiple-choice test must be taken in the presence of an invigilator under the responsibility of the EPAO.
The EPAO must have an invigilation policy setting out how the multiple-choice test must be conducted. It must state the ratio of apprentices to invigilators for the setting and allow the test to take place in a secure way.
The EPAO is responsible for the security of the multiple-choice test including the arrangements for on-line testing. The EPAO must ensure that their security arrangements maintain the validity and reliability of the multiple-choice test.
The multiple-choice test must be marked by an independent assessor or marker employed by the EPAO. They must follow a marking scheme produced by the EPAO. Marking by computer is allowed where question type supports this.
A correct answer gets 1 mark.
Any incorrect or missing answers get zero marks.
The EPAO is responsible for overseeing the marking of the multiple-choice test. The EPAO must ensure standardisation and moderation of multiple-choice test.
The apprentice must take the multiple-choice test in a suitably controlled and invigilated environment that is a quiet room, free from distractions and influence. The EPAO must check the venue is suitable.
The multiple-choice test may take place remotely if the appropriate technology and systems are in place to prevent malpractice. The EPAO must ensure invigilation of the apprentice for example with, and not limited to, 360-degree cameras and screen sharing facilities.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO should maintain the security and confidentiality of EPA materials when consulting employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must ensure that apprentice has a different set of questions in the case of re-sits or re-takes.
The EPAO must produce the following materials to support the multiple-choice test:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation, training, and moderation.
In a practical assessment with questions, an independent assessor observes the apprentice completing a task or series of tasks set by the EPAO. The EPAO decides where it takes place. The assessment environment must closely relate to the apprentice’s natural working environment. This allows the apprentice to demonstrate the KSBs mapped to this assessment method.
This assessment method is being used because:
The practical assessment must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
An independent assessor must conduct and assess the practical assessment.
The independent assessor can observe one apprentice at a time. They must be as unobtrusive as possible.
The EPAO must give an apprentice 2 weeks notice of the . practical assessment
The practical assessment must take 4.5 hours.
The independent assessor can increase the time of each task within the practical assessment by up to 10%. This time is to allow the apprentice to complete a task or respond to a question if necessary.
The practical assessment cannot be split, other than for comfort breaks or to allow apprentices to move from one location to another. Where breaks occur, they will not count towards the total EPA time.
EPAOs must manage invigilation of the apprentice during the assessment, to maintain security of the EPA, in line with their malpractice policy. This includes breaks and moving between locations during the working day.
The independent assessor must explain to the apprentice the format and timescales of the practical assessment before it starts. This does not count towards the assessment time.
The independent assessor must observe the following during the practical assessment.
Apprentices will complete 4 practical assessment tasks, these will be as follows:
These timings include the questioning component of the tasks. Further details of each task is as follows:
Task 1 Practical assessment: Detailed inspection and preventative maintenance
This task will last 90 minutes and the task will replicate the areas assessed during a typical detailed inspection. The apprentice will be required to check the following machine sections:
There must be one fault on each of the 5 systems above, each of which is significant enough to make the machine unsafe. The machine should otherwise be in a good condition. Apprentices must identify all 5 faults on the machine. The practical assessment task reflects a frequent scenario from the apprentice’s normal work activities. At the end of the inspection, the apprentice must highlight to the assessor any findings which would render the machine dangerous or 'developing issues' which may lead to further problems in the future. The assessor will also ask a minimum of 5 questions during the task, these should be timed to be unobtrusive to the process. Follow-up questions are allowed to seek clarification and to make an assessment against the grading descriptors. Questions must be asked within the time allocated for each task.
Tasks 2 - 4 Practical assessment: Repair and diagnosis (delivery information)
Each task will last 60 minutes, with 10% additional time permitted for each of these tasks at the independent assessor’s discretion. The purpose of these tasks is to holistically assess the core practical skills that lift truck and powered access equipment engineers require to work competently. This includes demonstrating knowledge and skills to safely work on mechanical, electrical and hydraulic systems. During each task the independent assessor must ask a minimum of 2 questions for each of tasks 2 - 4, these should be timed to be unobtrusive to the process. Follow-up questions are allowed to seek clarification and to make an assessment against the grading descriptors. Questions must be asked within the time allocated for each task.
Task 2 Practical assessment: Mechanical repair and diagnosis
Carry out a task on a mechanical system to demonstrate use of hand skills, tools and measuring devices. This must include some dismantling, inspection, measurement and reassembly. This can be carried out on a machine or rig.
Example tasks may include, but are not limited to:
As a minimum, the task must require the use of measuring equipment for example micrometer, vernier, calipers, feeler gauges as well as the interpretation and use of technical data relating to the system being worked on.
Task 3 Practical assessment: Electrical repair and diagnosis
Carry out a task on an electrical system to demonstrate use of tools, electrical measuring equipment and fault diagnosis and repair. It must involve diagnosing a fault which includes using appropriate equipment. This can be carried out on a machine or rig.
Example tasks may include, but are not limited to faulty:
As a minimum, the task must require the interpretation of wiring diagrams and the use of a multimeter to diagnose the fault. The fault must also be repaired.
Task 4 Practical assessment: Hydraulic repair and diagnosis
Carry out a task on a hydraulic system to demonstrate use of tools, measuring equipment and fault diagnosis and repair. It should involve diagnosing a fault which includes using appropriate equipment. This can be carried out on a machine or rig.
Example tasks may include, but are not limited to faulty:
As a minimum, the task must require the interpretation of hydraulic circuit diagrams and the use of pressure gauges to diagnose the fault. The fault must also be repaired.
These activities provide the apprentice with the opportunity to demonstrate the KSBs mapped to this assessment method.
The independent assessor must ask questions. The purpose of the questions is to assess the apprentice's knowledge and understanding of what they have been doing during the inspection and seek clarification.
Questioning can occur during the practical assessment. The time for questions asked during the practical assessment is included in the overall assessment time.
Independent assessors must ask at least 11 questions during the practical assessment. To remain as unobtrusive as possible, the independent assessor should ask questions during natural breaks in work rather than disrupting the apprentice’s flow. The independent assessor must use the questions from their EPAO’s question bank or create their own questions in-line with the EPAO’s training.
The independent assessor can ask follow-up questions to clarify answers given by the apprentice. These questions are in addition to the above set number of questions for the practical assessment and should be kept to a minimum.
The independent assessor must keep accurate records of the assessment. They must record:
The independent assessor must make the grading decision. The practical assessment and responses to questions must be assessed holistically by the independent assessor when they are deciding the grade.
The practical assessment will take place in a simulated environment selected by the EPAO (for example the EPAO’s or employer’s premises). The simulated environment must relate to the apprentice’s natural work environment. Equipment and resources needed for the practical assessment must be provided by the EPAO, who can liaise with the employer to provide these.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO should maintain the security and confidentiality of EPA materials when consulting employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must ensure that the apprentice has different tasks and a different set of questions in the case of re-sits or re-takes.
The EPAO must produce the following materials to support the practical assessment:
In the discussion, an independent assessor and apprentice have a formal two-way conversation.
The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence. It gives the apprentice the opportunity to demonstrate their competency across the KSBs mapped to this EPA method.
This assessment method is being used because:
The professional discussion must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.
An independent assessor must conduct and assess the professional discussion.
The purpose of the independent assessor's questions will be to cover the following themes:
The EPAO must give an apprentice 2 weeks notice of the professional discussion.
The independent assessor must have at least 2 week(s) to review the supporting documentation.
The apprentice must have access to their portfolio of evidence during the professional discussion.
The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence however the portfolio of evidence is not directly assessed.
The professional discussion must last for 60 minutes. The independent assessor can increase the time of the professional discussion by up to 10%. This time is to allow the apprentice to respond to a question if necessary.
The independent assessor must ask at least 10 questions. Follow-up questions are allowed where clarification is required. The independent assessor must use the questions from their EPAO’s question bank or create their own questions in-line with the EPAO’s training.
The independent assessor must make the grading decision. The independent assessor must keep accurate records of the assessment. They must record:
The professional discussion must take place in a suitable venue selected by the EPAO (for example the EPAO’s or employer’s premises).
The professional discussion can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.
The professional discussion should take place in a quiet room, free from distractions and influence.
The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO should maintain the security and confidentiality of EPA materials when consulting employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.
The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.
The EPAO must ensure that apprentice has a different set of questions in the case of re-sits or re-takes.
The EPAO must produce the following materials to support the professional discussion underpinned by a portfolio:
The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation, training, and moderation.
Fail - does not meet pass criteria
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Theme
KSBs
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Pass
Apprentices must demonstrate all the pass descriptors
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Safe and sustainable working practices
S1 S13 S14 B1 |
Prepares and maintains a clean, tidy and safe working area for the practical tasks. (S13) Prioritises health and safety, applying procedures and safe systems of work in compliance with regulations and standards during the practical tasks. (S1, B1) Identifies the resources required for each task, organises and uses these resources in compliance with quality, safety, sustainability and environmental standards and guidance. (S14) |
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Tools and equipment
K14 S3 |
Uses the correct tools, including hand tools, workshop equipment and diagnostic and measuring equipment when carrying out maintenance and repairs in the practical tasks. (K14, S3) |
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Inspection and preventative maintenance
S4 S5 |
Inspects a lift truck or powered access machine in compliance with LOLER and PUWER regulations. (S5) Completes preventative maintenance task on lift truck or powered access machines in compliance with manufacturer's instructions. (S4) |
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Diagnosis and fault repair
K7 K9 S2 S6 S7 S9 B2 B4 |
Applies diagnostic principles and problem-solving techniques to diagnose faults on lift truck or powered access machine systems. (K7, S7) Obtains and interprets machine technical data and repair instructions. (K9, S2) Removes and replaces mechanical, electrical and hydraulic components. (S6) Carries out repairs and makes any required adjustments to the lift truck or powered access machine. (S9) Takes responsibilities for the quality of their work when carrying out repairs and makes any required adjustments to the lift truck or powered access machine, responding and adapting to work demands and situations. (S9, B2, B4) |
Fail - does not meet pass criteria
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Theme
KSBs
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Pass
Apprentices must demonstrate all the pass descriptors
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Distinction
Apprentices must demonstrate all the pass descriptors and all of the distinction descriptors
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Records and operating procedures
K12 K16 S8 S10 |
Explains what lift truck and powered access warranties are, and how warranties impact on lift truck and powered access machines. (K16) Explains how they record information electronically or paper-based within their job role. (S10) Explains functional testing within a lift truck and powered access machine environment and how they perform functional testing and quality checks on repaired systems and components. (S8) Describes the principles of quality management standards and quality assurance and the importance of record keeping. (K12)
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Justifies the use of functional testing and quality checks on repaired systems and components. (S8) |
|
Stock control and equipment
K11 S11 S16 |
Explains how they check and maintain stock levels, control systems, stock rotation and other stock considerations. Describes the process they follow with faulty stock. (K11, S11) Explains how they store and maintain tools, workshop equipment, diagnostic and measuring equipment when carrying out maintenance and repairs. (S16) |
Explains the impact of stock considerations on organisational operations. (K11, S11) Evaluates the benefits to the business of adequate storage and maintenance procedures for tools, workshop equipment, diagnostic and measuring equipment. (S16)
|
|
Professional behaviours
K18 S15 B3 B5 B6 |
Explains how they follow equality, diversity and inclusion procedures and take account of unconscious bias within the workplace maintaining a professional approach in the workplace in line with organisational requirements. (K18, S15, B5, B6) Explains how they complete CPD to maintain professional competence in line with organisational requirements. (B3) Explains where they have responded and adapted to challenging work demands and situations. (B4) Explains how they maintain a professional approach in the workplace in line with organisational requirements. (B5)
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Explains how their practice supports a diverse and inclusive culture in the business. (K15, S15) |
|
Communication and customer care
K10 K17 S12 |
Explains how they use verbal communication techniques suitable for the context, adapting style and use of engineering terminology to suit the audience. (K10, K17, S12)
|
. |
|
On-board diagnostics
K8 K15 |
Describes the principles of on board-diagnostics for lift truck and powered access machines and how these are accessed and used. (K8) Describes the principles of lift truck and powered access communication systems including telematics. (K15) |
. |
| Grade | Minimum marks required | Maximum marks required |
|---|---|---|
| Fail | 0 | 19 |
| Pass | 20 | 24 |
| Distinction | 25 | 30 |
Performance in the EPA determines the apprenticeship grade of:
An independent assessor must individually grade the: practical assessment and professional discussion underpinned by a portfolio in line with this EPA plan.
The EPAO must combine the individual assessment method grades to determine the overall EPA grade.
If the apprentice fails one or more assessment methods, they will be awarded an overall fail.
To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall EPA distinction, the apprentice must achieve a pass in the practical assessment, a distinction in the knowledge test, and a distinction in the professional discussion.
Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.
| Multiple-choice test | Practical assessment | Professional discussion underpinned by a portfolio | Overall Grading |
|---|---|---|---|
| Fail | Any grade | Any grade | Fail |
| Any grade | Fail | Any grade | Fail |
| Any grade | Any grade | Fail | Fail |
| Pass | Pass | Pass | Pass |
| Pass | Pass | Distinction | Pass |
| Distinction | Pass | Pass | Pass |
| Distinction | Pass | Distinction | Distinction |
If the apprentice fails one or more assessment methods they can take a re-sit or a re-take at their employer’s discretion. The apprentice’s employer needs to agree that a re-sit or re-take is appropriate. A re-sit does not need further learning, whereas a re-take does.
The apprentice should have a supportive action plan to prepare for a re-sit or a re-take.
The employer and EPAO agree the timescale for a re-sit or re-take. A re-sit is typically taken within 2 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 4 months of the EPA outcome notification.
Failed assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.
Re-sits and re-takes are not offered to an apprentice wishing to move from pass to a higher grade.
The apprentice will get a maximum EPA grade of pass for a re-sit or re-take, unless the EPAO determines there are exceptional circumstances.
| Roles | Responsibilities |
|---|---|
|
Apprentice |
As a minimum, the apprentice should:
|
|
Employer |
As a minimum, the apprentice's employer must:
Post-gateway, the employer must:
|
|
EPAO |
As a minimum, the EPAO must:
|
|
Independent assessor |
As a minimum, an independent assessor must:
|
|
Training provider |
As a minimum, the training provider must:
|
The EPAO must have reasonable adjustments arrangements for the EPA.
This should include:
Adjustments must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.
Internal quality assurance refers to how the EPAO ensures valid, consistent and reliable EPA decisions. The EPAO must adhere to the requirements within the roles and responsibilities section:
The EPAO must also:
Affordability of the EPA will be aided by using at least some of the following:
This apprenticeship aligns with:
Institute of Mechanical Engineers (IMechE) for Engineering Technician
Institute of the Motor Industry for Associate Member
| Knowledge | Assessment methods |
|---|---|
|
K1
Awareness of health and safety regulations, relevance to the occupation and the technician's responsibilities. Health and Safety at Work Act – responsibilities. Control of Substances Hazardous to Health (COSHH). Reporting of Injuries, Diseases, and Dangerous Occurrences Regulations (RIDDOR). Risk assessments. Safe systems of work. Manual handling. Types of hazards. Near miss reporting. Due diligence. Personal Protective Equipment (PPE). Situational awareness. Provision and use of Work Equipment Regulations (PUWER). Lifting Operations and Lifting Equipment Regulations (LOLER). Electrical safety and compliance. Noise regulations. Work at height regulations. Back to Grading |
Multiple-choice test |
|
K2
Tools and equipment used within the lift truck and powered access profession and their safe operation. Back to Grading |
Multiple-choice test |
|
K3
Materials, joining methods and fabrication techniques. Back to Grading |
Multiple-choice test |
|
K4
Principles of electrical, electronic and hydraulic circuits and components. Back to Grading |
Multiple-choice test |
|
K5
Construction and operation of lift truck and powered access machine systems: powertrain, steering, braking, lifting gear, mechanical, electrical or electronic and hydraulics. Back to Grading |
Multiple-choice test |
|
K6
Maintenance practices and techniques: planned and preventative, and reactive methods and their frequency. Inspection techniques and the importance of safety inspections to meet legal obligations. Back to Grading |
Multiple-choice test |
|
K7
Diagnostic principles and problem-solving techniques for fault-finding: manufacturer's process flows, guided fault finding and functional testing. Back to Grading |
Practical assessment |
|
K8
Lift truck and powered access on-board diagnostics. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K9
Manufacturers’ specifications and customers’ requirements and the process to access, interpret and apply the information gained from them. Back to Grading |
Practical assessment |
|
K10
Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Engineering terminology. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K11
Stock requirements. Control systems. Stock rotation. Stock considerations: availability, stock lead times, stock value, faulty stock, salvageability of parts removed. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K12
Quality management standards. Quality assurance principles and practice. Record keeping. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K13
Environmental and sustainability regulations and guidance. Environmental hazards that can arise from lift truck and powered access operations. Types of pollution and control measures: noise, smells, spills, and waste. Hazardous waste regulations. Back to Grading |
Multiple-choice test |
|
K14
The correct selection and use of hand tools. Back to Grading |
Practical assessment |
|
K15
Lift truck and powered access communication systems. Telematics. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K16
Warranties: what they are and impact on lift and powered access machines. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K17
Written communication techniques. Plain English principles. Engineering terminology. Back to Grading |
Professional discussion underpinned by a portfolio |
|
K18
Equality Act. Equality, diversity, and inclusion in the workplace. Unconscious bias. Back to Grading |
Professional discussion underpinned by a portfolio |
| Skill | Assessment methods |
|---|---|
|
S1
Apply health and safety procedures and safe systems of work in compliance with regulations and standards relevant to lift truck or powered access machines. Back to Grading |
Practical assessment |
|
S2
Obtain and interpret lift truck and powered access machine technical data and repair instructions. Back to Grading |
Practical assessment |
|
S3
Use tools, workshop equipment, diagnostic and measuring equipment when carrying out maintenance and repairs. Back to Grading |
Practical assessment |
|
S4
Perform preventative maintenance activities on lift truck and powered access machines. Back to Grading |
Practical assessment |
|
S5
Perform inspections on lift truck and powered access machines in compliance with Lifting Operations and Lifting Equipment Regulations (LOLER) and Provision and Use of Work Equipment Regulations (PUWER) regulations. Back to Grading |
Practical assessment |
|
S6
Remove and replace mechanical, electrical and hydraulic components. Back to Grading |
Practical assessment |
|
S7
Apply diagnostic principles and problem-solving techniques to diagnose faults on lift truck or powered access machine systems. Back to Grading |
Practical assessment |
|
S8
Carry out functional testing and quality checks on repaired lift truck or powered access machine components and systems. Back to Grading |
Professional discussion underpinned by a portfolio |
|
S9
Carry out repairs and make required adjustments. Back to Grading |
Practical assessment |
|
S10
Record or enter information - paper based or electronic. For example, job sheets, risk assessments, equipment service records, test results, handover documents and manufacturers' documentation, work sheets, checklists. Back to Grading |
Professional discussion underpinned by a portfolio |
|
S11
Check and maintain stock. Back to Grading |
Professional discussion underpinned by a portfolio |
|
S12
Communicate with others verbally for example, colleagues and stakeholders. Back to Grading |
Professional discussion underpinned by a portfolio |
|
S13
Prepare and maintain a clean, tidy and safe working area. Back to Grading |
Practical assessment |
|
S14
Identify, organise and use resources to complete tasks, in compliance with quality, safety, sustainability and environmental standards and guidance. Back to Grading |
Practical assessment |
|
S15
Follow equality, diversity and inclusion procedures. Back to Grading |
Professional discussion underpinned by a portfolio |
|
S16
Store and maintain tools, workshop equipment, diagnostic and measuring equipment for maintenance and repairs. Back to Grading |
Professional discussion underpinned by a portfolio |
| Behaviour | Assessment methods |
|---|---|
|
B1
Put health and safety first. Back to Grading |
Practical assessment |
|
B2
Take responsibility for the quality of work. Back to Grading |
Practical assessment |
|
B3
Committed to continued professional development (CPD) to maintain and enhance competence in their own area of practice. Back to Grading |
Professional discussion underpinned by a portfolio |
|
B4
Respond and adapt to work demands and situations. Back to Grading |
Practical assessment |
|
B5
Apply a professional approach. Back to Grading |
Professional discussion underpinned by a portfolio |
|
B6
Take account of diversity and inclusion requirements. Back to Grading |
Professional discussion underpinned by a portfolio |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Safe and sustainable working practices
S1 S13 S14 B1 |
None |
Apply health and safety procedures and safe systems of work in compliance with regulations and standards relevant to lift truck or powered access machines. (S1) Prepare and maintain a clean, tidy and safe working area. (S13) Identify, organise and use resources to complete tasks, in compliance with quality, safety, sustainability and environmental standards and guidance. (S14) |
Put health and safety first. (B1) |
|
Tools and equipment
K14 S3 |
The correct selection and use of hand tools. (K14) |
Use tools, workshop equipment, diagnostic and measuring equipment when carrying out maintenance and repairs. (S3) |
None |
|
Inspection and preventative maintenance
S4 S5 |
None |
Perform preventative maintenance activities on lift truck and powered access machines. (S4) Perform inspections on lift truck and powered access machines in compliance with Lifting Operations and Lifting Equipment Regulations (LOLER) and Provision and Use of Work Equipment Regulations (PUWER) regulations. (S5) |
None |
|
Diagnosis and fault repair
K7 K9 S2 S6 S7 S9 B2 B4 |
Diagnostic principles and problem-solving techniques for fault-finding: manufacturer's process flows, guided fault finding and functional testing. (K7) Manufacturers’ specifications and customers’ requirements and the process to access, interpret and apply the information gained from them. (K9) |
Obtain and interpret lift truck and powered access machine technical data and repair instructions. (S2) Remove and replace mechanical, electrical and hydraulic components. (S6) Apply diagnostic principles and problem-solving techniques to diagnose faults on lift truck or powered access machine systems. (S7) Carry out repairs and make required adjustments. (S9) |
Take responsibility for the quality of work. (B2) Respond and adapt to work demands and situations. (B4) |
| KSBS GROUPED BY THEME | Knowledge | Skills | Behaviour |
|---|---|---|---|
|
Records and operating procedures
K12 K16 S8 S10 |
Quality management standards. Quality assurance principles and practice. Record keeping. (K12) Warranties: what they are and impact on lift and powered access machines. (K16) |
Carry out functional testing and quality checks on repaired lift truck or powered access machine components and systems. (S8) Record or enter information - paper based or electronic. For example, job sheets, risk assessments, equipment service records, test results, handover documents and manufacturers' documentation, work sheets, checklists. (S10) |
None |
|
Stock control and equipment
K11 S11 S16 |
Stock requirements. Control systems. Stock rotation. Stock considerations: availability, stock lead times, stock value, faulty stock, salvageability of parts removed. (K11) |
Check and maintain stock. (S11) Store and maintain tools, workshop equipment, diagnostic and measuring equipment for maintenance and repairs. (S16) |
None |
|
Professional behaviours
K18 S15 B3 B5 B6 |
Equality Act. Equality, diversity, and inclusion in the workplace. Unconscious bias. (K18) |
Follow equality, diversity and inclusion procedures. (S15) |
Committed to continued professional development (CPD) to maintain and enhance competence in their own area of practice. (B3) Apply a professional approach. (B5) Take account of diversity and inclusion requirements. (B6) |
|
Communication and customer care
K10 K17 S12 |
Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Engineering terminology. (K10) Written communication techniques. Plain English principles. Engineering terminology. (K17) |
Communicate with others verbally for example, colleagues and stakeholders. (S12) |
None |
|
On-board diagnostics
K8 K15 |
Lift truck and powered access on-board diagnostics. (K8) Lift truck and powered access communication systems. Telematics. (K15) |
None |
None |
Contact us about this apprenticeship
| Version | Change detail | Earliest start date | Latest start date | Latest end date |
|---|---|---|---|---|
| 1.1 | Standard, end-point assessment plan and funding have been revised. | 07/04/2023 | Not set | Not set |
| 1.0 | Approved for delivery | 10/07/2020 | 06/04/2023 | Not set |
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