Contents
Contents
Details of the occupational standard
Occupation summary
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.
Typical job titles include:
Occupation duties
| 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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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 |
|
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. |
KSBs
Knowledge
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.
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K3: Materials, joining methods and fabrication techniques.
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K4: Principles of electrical, electronic and hydraulic circuits and components.
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K5: Construction and operation of lift truck and powered access machine systems: powertrain, steering, braking, lifting gear, mechanical, electrical or electronic and hydraulics.
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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.
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K7: Diagnostic principles and problem-solving techniques for fault-finding: manufacturer's process flows, guided fault finding and functional testing.
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K8: Lift truck and powered access on-board diagnostics.
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K9: Manufacturers’ specifications and customers’ requirements and the process to access, interpret and apply the information gained from them.
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K10: Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Engineering terminology.
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K11: Stock requirements. Control systems. Stock rotation. Stock considerations: availability, stock lead times, stock value, faulty stock, salvageability of parts removed.
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K12: Quality management standards. Quality assurance principles and practice. Record keeping.
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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.
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K14: The correct selection and use of hand tools.
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K15: Lift truck and powered access communication systems. Telematics.
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K16: Warranties: what they are and impact on lift and powered access machines.
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K17: Written communication techniques. Plain English principles. Engineering terminology.
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K18: Equality Act. Equality, diversity, and inclusion in the workplace. Unconscious bias.
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Skills
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.
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S2: Obtain and interpret lift truck and powered access machine technical data and repair instructions.
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S3: Use tools, workshop equipment, diagnostic and measuring equipment when carrying out maintenance and repairs.
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S4: Perform preventative maintenance activities on lift truck and powered access machines.
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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.
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S6: Remove and replace mechanical, electrical and hydraulic components.
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S7: Apply diagnostic principles and problem-solving techniques to diagnose faults on lift truck or powered access machine systems.
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S8: Carry out functional testing and quality checks on repaired lift truck or powered access machine components and systems.
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S9: Carry out repairs and make required adjustments.
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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.
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S11: Check and maintain stock.
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S12: Communicate with others verbally for example, colleagues and stakeholders.
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S13: Prepare and maintain a clean, tidy and safe working area.
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S14: Identify, organise and use resources to complete tasks, in compliance with quality, safety, sustainability and environmental standards and guidance.
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S15: Follow equality, diversity and inclusion procedures.
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S16: Store and maintain tools, workshop equipment, diagnostic and measuring equipment for maintenance and repairs.
Back to Duty
Behaviours
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.
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B4: Respond and adapt to work demands and situations.
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B5: Apply a professional approach.
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B6: Take account of diversity and inclusion requirements.
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Qualifications
English and Maths
English and maths qualifications must be completed in line with the apprenticeship funding rules.
Professional recognition
This standard aligns with the following professional recognition:
- Institute of Mechanical Engineers (IMechE) for Engineering Technician
- Institute of the Motor Industry for Associate Member
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