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This apprenticeship standard is in development and is not yet ready to use

Why is this apprenticeship not ready for delivery?

An apprenticeship standard is only available for delivery when both the standard and assessment plan is approved and a funding band (core government contribution) has been assigned to the standard.

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If you'd like to get involved and contribute to the development of this standard, please read about developing standards and assessment plans. You can email the trailblazer contact using the details on this page.

Overview of the role

Repair, maintain, modify, inspect, test, install and assemble lifting equipment to ensure its suitability and safety for a continued period of service

Lifting equipment technician

Details of standard

Occupation summary

This occupation is found in a wide range of industries, wherever organisations have lifting equipment. For example this could be in marine, construction, manufacturing, distribution, medical, agriculture, mining and quarrying, aeronautical, renewable, entertainment and military environments. This is a globally recognised occupation, in demand wherever lifting equipment is used.

Examples of equipment include, but are not limited to, hoists used for the lifting of lighting rigs at festivals to chain slings on construction sites. Equipment can be in almost any type of industry, including onshore or offshore, in car plants, aircraft manufacturing organisations, ship building, yacht building, food processing, warehousing and general engineering facilities.

They are typically employed in organisations who provide a bespoke service or in-house by the users of the equipment. This can include lifting equipment manufacturers, end users, owners, distributors, hirers and inspectors.

They will often be required to work on site and at clients premises and will need to be able to travel to them, so will typically need a driving licence. The broad purpose of the occupation is to repair, maintain, modify, inspect, test, install and assemble lifting equipment to ensure its suitability and safety for a continued period of service. They provide documentation and technical advice to customers and check that equipment is being maintained in accordance with statutory requirements. Additionally, the role may include the removal of equipment from service or decommissioning where it is considered to be unsafe and does not meet regulatory standards.

Lifting Equipment Technicians are self-motivated problem solvers who work with organisations to resolve issues and come up with solutions to their everyday needs. They ensure the safety and suitability of the equipment used for lifting goods or people in order to meet regulatory requirements. In their daily work, an employee in this occupation interacts with site managers, production managers, health & safety managers, workshop supervisors, design engineers, equipment and component suppliers and government agencies, such as the HSE.

They may work independently or within a team and typically report to a senior line manager who can offer support, knowledge, and best practice guidance. An employee in this occupation will be responsible for supporting the organisations in which they are employed or providing a service to. They typically have responsibility for a range of lifting equipment to ensure it has been properly verified as safe for use. The Lifting Equipment Technician can interpret and comply with contract information, such as service contracts, and work with the lifting organisations who hold or own lifting equipment. They are also responsible for ensuring Health & Safety, Regulatory and Quality requirements are met, and for taking an active role in general workshop quality control.
They are responsible for ensuring the maintenance of their own tools and equipment and the tidiness of their working area.

Typical job titles include:

Lifting Equipment Inspector Mechanical Engineer Lifting Gear Fitter Lifting Equipment Engineer

Entry requirements

Although there are no statutory or regulatory entry requirements, this occupation does require employees to have a firm understanding of mathematical principles, therefore typically employers will require applicants to hold a level 2 qualification in mathematics.


Occupation duties

Duty

KSBs

Duty 1 Conduct Thorough Examinations and maintenance of lifting equipment which includes chain hoists, lever hoists, jaw winches, jacks, hand operated winches, travelling trolleys and pulley blocks, shackles, eyebolts, chain slings, wire rope slings, flat webbing slings, round slings, plate clamps, beam clamps, lifting beams, spreader beams and lifting frames

K1 K2 K3 K4 K5 K7 K8 K9 K11 K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26

S1 S2 S3 S4 S5 S6 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17 S18 S19 S20 S21 S22 S23 S24 S25 S26 S27

B1 B2 B3 B4 B5 B6 B7 B9 B10

Duty 2 Identify parts required to carry out installation, repair and maintenance activities, and estimate the time required to complete the activity, advising customers and managers on the economic viability of the solution

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S14 S15 S17 S18 S19 S20 S21 S25

B1 B2 B3 B4 B5 B6 B7 B9 B10

Duty 3 Carry out maintenance and replace parts, for example changing latch kits and hooks

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18 K19 K25 K26

S1 S2 S3 S4 S5 S6 S7 S9 S10 S11 S12 S13 S14 S15 S17 S18 S19 S20 S22 S24 S25 S27

B1 B2 B3 B4 B5 B6 B7 B8 B9 B10

Duty 4 Manage work allocation making use of IT and paper-based planning systems

K16

S11 S18

B2 B10

Duty 5 Carry out maintenance on manually operated lifting appliances such as chain hoists, lever hoists, jaw winches, jacks, hand operated winches, travelling trolleys and pulley blocks

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26

S1 S2 S3 S4 S5 S6 S8 S9 S10 S11 S12 S13 S14 S15 S17 S18 S19 S20 S21 S22 S23 S24 S25 S26 S27

B1 B2 B3 B4 B5 B6 B7 B8 B9 B10

Duty 6 Maintain and adhere to the industry standards and/or best practice for quality control over their own work and take an active role in general workshop quality control

K3 K4 K5 K7 K8 K10 K12

S10 S13 S14 S16 S17 S18 S19 S20

B1 B2 B3 B4 B5 B7 B9 B10

Duty 7 Maintain mechanical tools and those needing calibration and ensure the workshop is kept tidy

K4 K5 K8 K10 K26

S12 S13 S14 S17 S18 S20

B1 B2 B3 B7 B9 B10

Duty 8 Modify equipment in accordance with detailed specifications, taking steps to ensure that any modifications are made in accordance with current legislation and do not create health and safety hazards

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26

S1 S2 S3 S4 S5 S7 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17 S18 S19 S20 S21 S22 S23 S24 S25 S26 S27

B1 B2 B3 B4 B5 B6 B7 B8 B9 B10

Duty 9 Give guidance to customers and clients, including information on parts and accessories and deliver verbal explanations of their findings in a clear and concise way, using appropriate language, taking account of the needs of the audience

K1 K2 K3 K4 K5 K6 K7 K8 K10 K11 K12 K13 K14 K15 K16 K18 K20 K21 K22 K23 K24 K25

S1 S2 S3 S4 S5 S6 S8 S9 S10 S13 S14 S15 S18 S20 S25 S26

B1 B2 B3 B4 B5 B6 B7 B8 B9 B10

Duty 10 Identify issues with lifting equipment and discuss solutions with customers and clients

K1 K2 K3 K4 K5 K6 K7 K8 K10 K11 K12 K14 K15 K16 K18 K19 K20 K21 K22 K23 K24 K25

S1 S2 S3 S4 S5 S6 S8 S9 S10 S11 S12 S13 S14 S15 S17 S18 S20 S24 S25 S26 S27

B1 B2 B3 B4 B5 B6 B7 B9 B10

Duty 11 Carry out verification in accordance with current industry standards and practices (verification types can include function test, non-destructive test, destructive test, light load test, operational and proof load tests)

K3 K4 K8 K12 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K26

S5 S9 S10 S11 S12 S13 S14 S17 S18 S19 S20 S24 S25 S26

B1 B2 B3 B4 B5 B6 B7 B8 B9 B10

Duty 12 Conduct installations in accordance with manufacturers' instructions and information and client requirements, e.g. Install a chain hoist, lever hoist, set up and install a combined chain hoist and trolley, geared travel or hand-push trolley. Install a swivel hoist ring/ a pair of eyebolts for a 2-leg lifting operation/ beam clamp/ adjustable lifting beam

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26

S1 S2 S3 S4 S5 S7 S9 S10 S11 S12 S13 S14 S15 S16 S17 S18 S19 S20 S21 S22 S23 S24 S25 S26 S27

B1 B2 B3 B4 B5 B6 B7 B8 B9 B10

Duty 13 Use and apply lifting equipment as it was intended by the manufacturer and demonstrate correct use to end users

K1 K3 K4 K6 K7 K8 K10 K12 K14 K20

S5 S9 S13 S15 S17 S18 S25 S26

B1 B2 B3 B4 B5 B6 B7 B9 B10

Duty 14 Assemble lifting equipment such as chain slings or steel wire rope slings to customer/client specification and current industry standard

K1 K3 K4 K5 K6 K7 K8 K10 K12 K14 K15 K16 K17 K18 K19 K20 K21 K24 K25

S2 S5 S7 S9 S11 S12 S13 S14 S15 S17 S18 S19 S20 S24 S25 S26 S27

B1 B2 B3 B4 B5 B6 B7 B8 B9 B10

Duty 15 Safely decommission equipment taking account of health and safety issues, Control of Substances Hazardous to Health (COSHH) requirements including disposal of equipment and ancillary parts

K1 K4 K5 K6 K7 K8 K9 K10 K13 K16 K17 K18

S2 S5 S13 S14 S16 S17 S18 S19 S20 S21 S22 S23

B1 B2 B3 B4 B5 B6 B7 B8 B9 B10

Duty 16 Verify operating capacity and appropriate working loads of all relevant equipment, such as slings in the manner that they are being used by way of mathematical equations

K1 K3 K4 K6 K14 K19 K20 K21 K22 K23 K24 K26

S9 S10 S12 S18 S24

B2 B4 B8 B9

Duty 17 Prepare reports using clear, concise language appropriate to the target audience

K4 K5 K6 K16 K19

S11

B2 B4 B5 B9

Duty 18 Maintain safety for self and others

K4 K8 K10

S13 S16 S17 S18 S19 S20 S21 S22 S23

B1 B2 B5 B8 B9 B10


KSBs

Knowledge

K1: The types, applications and unique characteristics of lifting equipment, including static and manually operated equipment, derivatives and the associated technology and the characteristics and physical mechanical properties of materials used in the manufacturing of lifting equipment Back to Duty

K2: Diagnostic and assessment principles required to maintain, repair and modify the mechanical aspects of lifting equipment to meet manufacturer specifications Back to Duty

K3: Current legislation and Standards for lifting equipment, components, tools and equipment Back to Duty

K4: Legislation and required compliance within the lifting equipment industry, including lifting equipment regulations (for example Lifting Operations Lifting Equipment Regulations (LOLER), Machinery Directive, Provision and Use of Work Equipment Regulations (PUWER), Supply of Machinery (Safety) Regulations, Health and Safety at Work Act, Control of Substances Hazardous to Health (COSHH), Working at Height, Confined space working, manufacturer’s instructions and industry standards. Back to Duty

K5: Workshop and onsite operations which may include ordering, stock control and correct use of documentation such as order forms, repair forms, quarantine forms and reports of thorough examination Back to Duty

K6: Types of customer interaction and customer service techniques including when to contact the customer, the tone that should be adopted, how to time and follow up communication – both verbally and in writing, and how to adjust the approach to take account of customers’/clients’ needs Back to Duty

K7: Commercial practices, products and services Back to Duty

K8: How to ensure the safety of self, colleagues and anyone in the working area (risk/hazard identification); manual handling, correct selection and use of Personal Protective Equipment (PPE), Risk Assessment and Method Statements. Back to Duty

K9: Safe disposal and recycling of associated waste (including waste oils, cleaning fluids, batteries, tyres, etc.). Environmental policies. Back to Duty

K10: The rights and responsibilities of an employee and employer, including the importance of respecting people from diverse backgrounds and treating people fairly Back to Duty

K11: Assessment of equipment for continued safe use, such as how to identify the repair required, component compatibility, time and materials required to fix Back to Duty

K12: Knowledge of manufacturer specifications and industry working practices - understanding pre-use checks, storage of equipment, when and where to use them, assembly, maintenance and safe use instructions, knowing the importance of following manufacturers' specifications and organisations' procedures when making repairs and installing lifting equipment Back to Duty

K13: Principles of handling hazardous equipment, materials and substances, their safe handling, preservation, storage & shipping of damaged items, emergency procedures, knowing when to ask for third party advice and guidance Back to Duty

K14: Standard operating functions of lifting equipment in normal use Back to Duty

K15: Pass or fail inspection criteria for equipment when failed or is not fit for purpose, such as identification of common defects and parts that regularly break or go missing and need to be replaced, including chain wear features, missing or broken latches in hooks Back to Duty

K16: Operation of manual or IT applications used in the workshop and on-site environment, such as excel, search engines and company reporting systems Back to Duty

K17: Scheduling and project management techniques; planning and the importance of meeting project deadlines (how to manage oneself to meet company targets) Back to Duty

K18: Causes of defects and maintenance issues and problem solving. How to identify likely causes of damage, for example. manufacturing fault, wear, misuse or overloading Back to Duty

K19: How to prepare a complete report according to legislative requirements and who to contact about defects and how to address them, including when to notify statutory bodies Back to Duty

K20: How to calculate in use operational safe working loads considering working conditions, method of use for the equipment and operating environment, such as how to work out a percentage, mode factors, uniform load method, trigonometric method calculations, algebra and Pythagoras theorem, Units of measure, including imperial and metric systems and how to convert them Back to Duty

K21: Manufacturing techniques and resulting impact on safe and correct operational use of equipment Back to Duty

K22: Heat treatment, principles and processes - including critical ranges and the implications of not achieving correct temperature ranges Back to Duty

K23: Stress and strain and their impact on material behaviour Back to Duty

K24: Verification methods and how and when to use them. This includes destructive and non-destructive testing, which could be visual examination, operational / functional testing, load testing, proof load testing, Magnetic Particle Inspection (MPI), dye penetrant, bend testing, Eddy current testing, X-ray testing, ultrasound testing, Izod testing and Charpy testing Back to Duty

K25: Marking requirements and techniques Back to Duty

K26: How to use measuring equipment and calibrated tools including digital verniers, torqueing tools, dial gauges, load cells, compression tools and micrometers Back to Duty

Skills

S1: Use knowledge, experience and judgement to undertake inspections/examinations in accordance with manufacturer's instructions and guidelines and industry standards Back to Duty

S2: Estimate time required to complete a task Back to Duty

S3: Identify components that require repair, replacement or discard and diagnose faults Back to Duty

S4: Repair or replace component parts in accordance with manufacturer's guidelines and industry standards Back to Duty

S5: Assemble, dismantle and reassemble new and used lifting equipment Back to Duty

S6: Complete routine maintenance on items of lifting equipment in accordance with manufacturer's instructions, guidelines and industry standards Back to Duty

S7: Manufacture/assemble steel wire rope sling in accordance with the applicable and current EN, BS, or ISO manufacturing standards (or other standard specified by the client) and techniques or specifications Back to Duty

S8: Measure and assess wear tolerances and deformation in line with manufacturer instructions/guidance and industry standard Back to Duty

S9: Read and interpret technical drawings, schematic parts diagrams, load charts and technical specifications Back to Duty

S10: Research information using hard copy and digital formats, e.g. referring to LOLER, manufacturers specifications, standards Back to Duty

S11: Log and record work activities and prepare reports, such as a Report of Thorough Examination, Examination Defect Report, timesheets Back to Duty

S12: Identify and use tools and measuring devices required for a task, for example verniers, load cells, tape measure, steel rule Back to Duty

S13: Maintain a clean, tidy and safe working area Back to Duty

S14: Apply company quality control measures Back to Duty

S15: Apply knowledge of lifting equipment to appropriately guide customers in the selection of lifting equipment for the task Back to Duty

S16: Work in accordance with Safe Systems of Work and apply control measures as required (such as Health and Safety at Work Act, Working at Height, Risk Assessment and Method Statements) Back to Duty

S17: Apply safe manual handling techniques Back to Duty

S18: Effectively communicate both verbally and in writing Back to Duty

S19: Identify and use Personal Protective Equipment (PPE) Back to Duty

S20: Develop safe systems of work, including risk assessments and method statements, Specifying manpower required, Specifying qualifications, training and experience requirements, Identifying safe methods of access and transportation, Identifying correct PPE for the task, Specifying work location and environment, plant, machinery, tools and equipment, Identifying the applicable statutory and customer safety standards that must be complied with Back to Duty

S21: Identify toxic and hazardous substances and environments and apply control measures Back to Duty

S22: Dispose of equipment, components and substances in accordance with environmental regulations, industry standards and company policy Back to Duty

S23: Control and manage spills Back to Duty

S24: Perform different types of tests to verify lifting equipment, eg light load test, proof load, function test Back to Duty

S25: Use lifting equipment safely Back to Duty

S26: Install lifting equipment in accordance with manufacturers' specification and industry working practices Back to Duty

S27: Mark lifting equipment in accordance with industrial standards Back to Duty

Behaviours

B1: Safety Conscious - Puts safety first. Always uses safety equipment and PPE and has customers’ safety in mind Back to Duty

B2: Collaborative - For example, works well with others. supports other people (colleagues and/or clients), considers the implications of their actions on other people and the business, listens to others and has a positive and respectful attitude Back to Duty

B3: Professional Values - Behaves in a manner that aligns with the company ethos, including prompt timekeeping, smart presentation of self and working area, acts as a responsible ambassador for the business, by working efficiently, treating all clients, employees and co-workers respectfully and meeting customer and employer expectations Back to Duty

B4: Honesty and Integrity - Acts with integrity, giving honest and accurate guidance to customers Back to Duty

B5: Results Driven - Completes tasks in accordance with the specific job requirements , within the agreed timescale, demonstrating acceptable workmanship and completing the required documentation correctly. Back to Duty

B6: Quality Focus – Shows attention to detail and uses a logical approach to problem solving. Seeks opportunities to improve quality, speed and efficiency. Stays motivated and committed when facing challenges Back to Duty

B7: Continuous Personal Development - Receptive to constructive feedback from peers and management and proactive in giving feedback to others. Reflects on own knowledge, skills and behaviours and seeks opportunities to develop Back to Duty

B8: Assertive and Confident - Is confident and communicates with conviction Back to Duty

B9: Self-Motivation - Takes responsibility for completion of own work Back to Duty

B10: Adaptability - Able to adjust to changes to work instructions and tasks Back to Duty


Qualifications

English & Maths

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.

Professional Recognition

This standard aligns with the following professional recognition:

  • The Institute of Engineering and Technology for Engineering Technician


Additional details

Occupational Level:

3

Duration (months):

24

Review

This apprenticeship standard will be reviewed after three years

Status: In development
Proposal approved Standard approved Assessment plan approved
Level: 3
Reference: ST0872
Route: Engineering and manufacturing
Typical duration to gateway: 24 months (this does not include EPA period)
Trailblazer contact(s): k.moss@catenais.co.uk
Employers involved in creating the standard: Catena Inspections & Engineering Services, Calibrations Engineering Services, Southern Cranes, Lift Turn Move, Rigging Services, CERTEX, SWL, GT Lifting Gear, Allianz UK, Checkmate, Riging Services, Gap Group, First Integrated, MOD Army

Version log

Version Change detail Earliest start date Latest start date Latest end date
16/10/2019 Not set Not set