Lift and escalator electromechanic - escalator or moving walk installation

Awareness of health and safety regulations, standards, codes of practice and industry guidance, relevance to the occupation and their responsibilities: Health and Safety at Work Act, Control of asbestos regulations, Lifting Operations and Lifting Equipment Regulations (LOLER), Provision and Use of Work Equipment Regulations (PUWER), Control of Substances Hazardous to Health (COSHH), Electricity at Work Regulations, Control of Noise at Work Regulations, Construction Design Management (CDM) Regulations, Building Safety Act and secondary legislation, evacuation, first aid, barriers, guards and signage, safe isolation, near miss reporting, types of fire extinguishers, Personal Protective Equipment (PPE) and working at height regulations.

Environmental and sustainability regulations and guidance, relevance to the occupation and their responsibilities. Environmental hazards that can arise from lift and escalator maintenance and installation operations. Environmental management systems standard. Waste management regulations. Types of pollution and control measures: noise, smells, spills, and waste. Waste Electrical and Electronic Equipment Directive (WEEE). Hazardous waste regulations.

Method statements, risk assessments and types of hazards.

Manufacturer manuals, general arrangement and construction drawings, electrical diagrams and mechanical drawings used in lift and escalator engineering.

Fire safety measures including correct operation of electrical fault, overload and over temperature protection, and control of combustible materials.

Business operation considerations including: efficiency, customer satisfaction, competitiveness, minimising risks to operation, ethical principles, making recommendations.

Fault finding and diagnostic methods and techniques. Components and systems operation, and adjustment and replacement decisions.

Principles of manual and mechanical handling: load management, lifting, handling, hoisting, and rigging methods.

Mechanical forces present. How to safely contain and secure.

Mechanical principles: SI units for mechanical measurements, impact on materials and the modes of failure in engineering systems, mechanical, fluid power transmission systems. The effects of static and dynamic loading.

Electrical principles: SI units for electrical measurements: three phase and single phase distribution systems, properties and applications of conductors and insulators, AC and DC theory covering voltage, current, resistance and capacitance, magnetism and the function of electromagnets, AC and DC motors.

Tools, mechanical measuring devices and alignment equipment: function, use and calibration.

Analogue and digital control systems. Operation, installation and maintenance.

Standards and regulations relating to meeting the needs of vulnerable people: access, evacuation, fire and emergency use, relevance to the occupation and their responsibilities.

Electrical measuring equipment and diagnostic tools: use and function.

Principles for continued professional development (CPD) for maintaining and improving competence.

Limits of own competence and where to seek help.

How to plan the unloading and storage of materials.

Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Engineering terminology.

Documentation: methods and requirements - electronic and paper.

Non-verbal communication techniques: gestures, facial expressions, tone of voice, eye contact, body language.

Equality Act. Equity, diversity, and inclusion in the workplace. Unconscious bias.

Information technology and digital requirements: digital interfaces, email, Management Information Systems (MIS), virtual communication, learning platforms, work collaboration platforms, General Data Protection Regulation (GDPR), cyber security, technological development, and innovation in the engineering sector.

The lift, escalator and moving walks industry: types of organisations, types of products, supply chain. customers and their requirements, impacts on product demand, different teams and functions involved in operations.

Work area: set up, maintenance and restoring.

Team working principles.

Planning, prioritising and work and time management techniques.

Continuous improvement tools and techniques: Lean, Six Sigma, PDCA.

Option 2. Manufacture's guidelines and British Safety Standard BS 7801 code of practice for safe working on escalators and moving walks: relevance of standard.

Option 2. The Supply of Machinery (Safety) Regulations, BS EN 115 series and BS 5656: relevance of regulations.

Option 2. Load bearing components in an escalator or moving walk installation.

Option 2. Measurement, setting out and adjustment used in a whole installation.

Option 2. Step, pallet and skirting clearances.

Option 2. Principles and procedures of putting escalator or moving walks into service and confirming correct operation of escalator or moving walk installations and components.

Option 2. Principles and procedures of taking escalators or moving walks out of service for access.

Option 2. Principles and procedures of accessing and egressing escalator or moving walks bottom return spaces.

Option 4. Manufacture's guidelines and British Safety Standard BS 7801 code of practice for safe working on escalators and moving walks: relevance of standard.

Option 4. The Supply of Machinery (Safety) Regulations, BS EN 115 series and BS 5656: relevance of regulations.

Option 4. Load bearing components making up an escalator or moving walk installation.

Option 4. Step and pallet clearances and discard criteria.

Option 4. Oil and lubricant types, cleaning substances and applications.

Option 4. Maintenance practices and techniques: planned, predictive and reactive methods, and their frequency.

Option 4. Principles and of checking and setting up safety systems.

Option 4. Principles of checking, adjusting and repairing tensioning systems.

Option 4. Principles and procedures of taking escalators or moving walks out of service for access.

Option 4. Principles and procedures of accessing and egressing escalator or moving walks bottom return spaces.

Option 4. Principles and procedures of putting escalator or moving walks into service and confirming correct operation of escalator or moving walk installations and components.

Option 1.Manufature's guidelines and British Standard (BS) BS 7255 code of practice for safe working on lifts: relevance of standard, refuge spaces in lift machinery areas and lift wells.

Option 1. The Lift Regulations, BS EN 81 series and BS 8486: relevance of regulations.

Option 1. Load bearing components in lift installations.

Option 1. Principles of measuring and setting out lift equipment.

Option 1. Lift doors and entrances: requirements for alignment, operation and installation including resisting the spread of fire.

Option 1. Means of suspension, and construction and termination requirements.

Option 1. Buffer and safety gear systems, types, construction and operational requirements.

Option 1. Hydraulic equipment installation requirements: pipework, cylinders, safety components, valves, pumps, and tanks.

Option 1. Principles and procedures of putting lifts into service and confirming correct operation of lift systems and components.

Option 1. Principles and procedures of taking lifts out of service for access.

Option 1. Principles and procedures of accessing and egressing lift pit and top of car spaces.

Option 3. Manufacture's guidelines and British Standard (BS) BS 7255 code of practice for safe working on lifts: relevance of standard, refuge spaces in lift machinery areas and lift wells.

Option 3: The Lift Regulations, BS EN 81 series: relevance of regulations.

Option 3. Load bearing components in a lift.

Option 3. Door and lock clearances and settings: maintenance of parts, part or whole lift door removal and the implications for resisting the spread of fire.

Option 3. Lubricants, hydraulic fluids, and cleaning substances.

Option 3. Maintenance requirements of suspension systems, correct over-run, termination requirements and discard criteria.

Option 3. Hydraulic principles and the movement of masses: fluids, pumps, valve blocks, pistons, and pipework.

Option 3. Maintenance practices and techniques: planned, predictive and reactive methods, and their frequency.

Option 3. Principles and procedures of taking lifts out of service for access.

Option 3. Principles and procedures of accessing and egressing lift pit and top of car spaces.

Option 3. Principles and procedures of putting lifts into service and confirming correct operation of lift systems and components.

Comply with health and safety regulations, standards and industry guidance, for example method statements and risk assessments.

Comply with environmental and sustainability regulations and organisational procedures for example, segregate resources for reuse, recycling, and disposal.

Use tools, alignment equipment and measuring devices, completing calibration checks where required.

Lift and handle systems and components using mechanical or manual methods.

Apply principle and techniques to access digital and analogue control and drive systems.

Fault find and diagnose issues using electrical measuring equipment such as multi-meters and electronic diagnostic tools.

Interpret and use engineering documentation such as electrical wiring diagrams, mechanical drawings, assembly drawings, construction drawings and general arrangement drawings.

Identify, organise, and use resources to complete tasks, with consideration for cost, quality, safety, security, and environmental impact.

Communicate with others verbally for example, colleagues and stakeholders.

Comply with information contained in site notices and instructions.

Prepare, maintain and restore the work area on completion of the activity.

Record and enter information - paper based or electronic. For example, job sheets, risk assessments, equipment maintenance records, test results, handover documents, on-site checklists, waste environmental records and any legal reporting requirements.

Follow equity, diversity, and inclusion procedures.

Apply team working principles.

Apply continuous improvement techniques. Devise suggestions for improvement.

Carry out and record planned and unplanned learning and development activities.

Option 2. Apply the required procedures when working in an escalator or moving walk environment.

Option 2. Carry out installation of escalator and moving walk equipment for example truss, steps, pallets, handrail, chains, step band and safety sensors.

Option 2. Apply techniques and principles of measuring and setting out escalator or moving walk equipment.

Option 2. Appy procedures to put the escalator or moving walk into service and confirm correct operation associated with escalator or moving walk systems.

Option 2. Apply procedures to take the escalator or moving walk out of service in preparation for access.

Option 2. Comply with procedures to access and egress escalator or moving walks bottom return spaces.

Option 4. Apply the required procedures when working in an escalator or moving walk environment.

Option 4. Carry out removal and replacement of escalator or moving walk parts for example steps, pallets, chains, handrails and adjust for optimal performance.

Option 4. Check and set up safety systems for example comb plates, handrail entry devices, step sag switches, step and pallet sensors and handrail sensors, ensuring they operate to specification.

Option 4. Check, adjust and repair tensioning systems for example handrail tension, main drive chain tension, step chain tension. Split, remove and replace chains.

Option 4. Conduct planned and reactive escalator or moving walk maintenance.

Option 4. Apply procedures to take the escalator or moving walk out of service in preparation for access.

Option 4. Comply with procedures to access and egress escalator or moving walks bottom return spaces.

Option 4. Appy procedures to put the escalator or moving walk into service and confirm correct operation associated with escalator or moving walk systems.

Option 1. Apply the required procedures when working in a traction lift environment.

Option 1. Apply techniques and principles of measuring and setting out lift equipment.

Option 1. carry out installation of lift suspension systems.

Option 1. Carry out installation of lift machines, overspeed protection devices and control systems.

Option 1.Carry out installation of lift doors, entrances, and associated equipment.

Option 1. Appy procedures to put the lift into service and confirm correct operation associated with lift systems.

Option 1. Comply with procedures to access and egress to lift pit and top of car spaces.

Option 1. Apply procedures to take the lift out of service in preparation for access.

Option 3. Apply the required procedures when working in a traction lift environment.

Option 3. Check lift positioning systems are working to specification.

Option 3. Check, replace and setup lift door systems and clearances and check door closing protection.

Option 3. Check lift travel requirements such as the correct set up of lift travel over-runs.

Option 3. Inspect and verify the compliance of suspension systems. Determine when replacement is necessary.

Option 3. Conduct planned and reactive lift maintenance.

Option 3. Apply procedures to take the lift out of service in preparation for access.

Option 3. Appy procedures to put the lift into service and confirm correct operation associated with lift systems.

Option 3. Comply with procedures to access and egress lift pit and top of car spaces.

Put health and safety first for themselves and others.

Act in a professional manner.

Collaborate and promote teamwork across disciplines.

Acts within limits of own competence and seeks assistance when necessary.

Respond and adapt to work demands and situations.

Take personal responsibility for their own sustainable working practices.

Supportive of the needs and concerns of others, for example relating to diversity and inclusion.