Lift and escalator electromechanic - escalator or moving walk maintenance and repair
Service, repair and/or overhaul operative or technician · Technical · Maintenance, installation and repair
The official framework — 123 requirements.
Every Knowledge, Skill and Behaviour below is the verbatim regulatory text of the Lift and escalator engineering apprenticeship standard (v1.2). On EngTree, each one becomes a node — verified knowledge entries, training modules and End-Point Assessment evidence all map back to it. This standard has options — requirements marked with an option name apply to that pathway only.
Knowledge (69)
What the apprentice must understand
- K1
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.
- K2
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.
- K3
Method statements, risk assessments and types of hazards.
- K4
Manufacturer manuals, general arrangement and construction drawings, electrical diagrams and mechanical drawings used in lift and escalator engineering.
- K5
Fire safety measures including correct operation of electrical fault, overload and over temperature protection, and control of combustible materials.
- K6
Business operation considerations including: efficiency, customer satisfaction, competitiveness, minimising risks to operation, ethical principles, making recommendations.
- K7
Fault finding and diagnostic methods and techniques. Components and systems operation, and adjustment and replacement decisions.
- K8
Principles of manual and mechanical handling: load management, lifting, handling, hoisting, and rigging methods.
- K9
Mechanical forces present. How to safely contain and secure.
- K10
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.
- K11
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.
- K12
Tools, mechanical measuring devices and alignment equipment: function, use and calibration.
- K13
Analogue and digital control systems. Operation, installation and maintenance.
- K14
Standards and regulations relating to meeting the needs of vulnerable people: access, evacuation, fire and emergency use, relevance to the occupation and their responsibilities.
- K15
Electrical measuring equipment and diagnostic tools: use and function.
- K16
Principles for continued professional development (CPD) for maintaining and improving competence.
- K17
Limits of own competence and where to seek help.
- K18
How to plan the unloading and storage of materials.
- K19
Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Engineering terminology.
- K20
Documentation: methods and requirements - electronic and paper.
- K21
Non-verbal communication techniques: gestures, facial expressions, tone of voice, eye contact, body language.
- K22
Equality Act. Equity, diversity, and inclusion in the workplace. Unconscious bias.
- K23
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.
- K24
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.
- K25
Work area: set up, maintenance and restoring.
- K26
Team working principles.
- K27
Planning, prioritising and work and time management techniques.
- K28
Continuous improvement tools and techniques: Lean, Six Sigma, PDCA.
- K40
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.
escalator or moving walk installation - K41
Option 2. The Supply of Machinery (Safety) Regulations, BS EN 115 series and BS 5656: relevance of regulations.
escalator or moving walk installation - K42
Option 2. Load bearing components in an escalator or moving walk installation.
escalator or moving walk installation - K43
Option 2. Measurement, setting out and adjustment used in a whole installation.
escalator or moving walk installation - K44
Option 2. Step, pallet and skirting clearances.
escalator or moving walk installation - K45
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.
escalator or moving walk installation - K46
Option 2. Principles and procedures of taking escalators or moving walks out of service for access.
escalator or moving walk installation - K47
Option 2. Principles and procedures of accessing and egressing escalator or moving walks bottom return spaces.
escalator or moving walk installation - K59
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.
escalator or moving walk maintenance and repair - K60
Option 4. The Supply of Machinery (Safety) Regulations, BS EN 115 series and BS 5656: relevance of regulations.
escalator or moving walk maintenance and repair - K61
Option 4. Load bearing components making up an escalator or moving walk installation.
escalator or moving walk maintenance and repair - K62
Option 4. Step and pallet clearances and discard criteria.
escalator or moving walk maintenance and repair - K63
Option 4. Oil and lubricant types, cleaning substances and applications.
escalator or moving walk maintenance and repair - K64
Option 4. Maintenance practices and techniques: planned, predictive and reactive methods, and their frequency.
escalator or moving walk maintenance and repair - K65
Option 4. Principles and of checking and setting up safety systems.
escalator or moving walk maintenance and repair - K66
Option 4. Principles of checking, adjusting and repairing tensioning systems.
escalator or moving walk maintenance and repair - K67
Option 4. Principles and procedures of taking escalators or moving walks out of service for access.
escalator or moving walk maintenance and repair - K68
Option 4. Principles and procedures of accessing and egressing escalator or moving walks bottom return spaces.
escalator or moving walk maintenance and repair - K69
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.
escalator or moving walk maintenance and repair - K29
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.
lift installation - K30
Option 1. The Lift Regulations, BS EN 81 series and BS 8486: relevance of regulations.
lift installation - K31
Option 1. Load bearing components in lift installations.
lift installation - K32
Option 1. Principles of measuring and setting out lift equipment.
lift installation - K33
Option 1. Lift doors and entrances: requirements for alignment, operation and installation including resisting the spread of fire.
lift installation - K34
Option 1. Means of suspension, and construction and termination requirements.
lift installation - K35
Option 1. Buffer and safety gear systems, types, construction and operational requirements.
lift installation - K36
Option 1. Hydraulic equipment installation requirements: pipework, cylinders, safety components, valves, pumps, and tanks.
lift installation - K37
Option 1. Principles and procedures of putting lifts into service and confirming correct operation of lift systems and components.
lift installation - K38
Option 1. Principles and procedures of taking lifts out of service for access.
lift installation - K39
Option 1. Principles and procedures of accessing and egressing lift pit and top of car spaces.
lift installation - K48
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.
lift maintenance and repair - K49
Option 3: The Lift Regulations, BS EN 81 series: relevance of regulations.
lift maintenance and repair - K50
Option 3. Load bearing components in a lift.
lift maintenance and repair - K51
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.
lift maintenance and repair - K52
Option 3. Lubricants, hydraulic fluids, and cleaning substances.
lift maintenance and repair - K53
Option 3. Maintenance requirements of suspension systems, correct over-run, termination requirements and discard criteria.
lift maintenance and repair - K54
Option 3. Hydraulic principles and the movement of masses: fluids, pumps, valve blocks, pistons, and pipework.
lift maintenance and repair - K55
Option 3. Maintenance practices and techniques: planned, predictive and reactive methods, and their frequency.
lift maintenance and repair - K56
Option 3. Principles and procedures of taking lifts out of service for access.
lift maintenance and repair - K57
Option 3. Principles and procedures of accessing and egressing lift pit and top of car spaces.
lift maintenance and repair - K58
Option 3. Principles and procedures of putting lifts into service and confirming correct operation of lift systems and components.
lift maintenance and repair
Skills (47)
What the apprentice must be able to do
- S1
Comply with health and safety regulations, standards and industry guidance, for example method statements and risk assessments.
- S2
Comply with environmental and sustainability regulations and organisational procedures for example, segregate resources for reuse, recycling, and disposal.
- S3
Use tools, alignment equipment and measuring devices, completing calibration checks where required.
- S4
Lift and handle systems and components using mechanical or manual methods.
- S5
Apply principle and techniques to access digital and analogue control and drive systems.
- S6
Fault find and diagnose issues using electrical measuring equipment such as multi-meters and electronic diagnostic tools.
- S7
Interpret and use engineering documentation such as electrical wiring diagrams, mechanical drawings, assembly drawings, construction drawings and general arrangement drawings.
- S8
Identify, organise, and use resources to complete tasks, with consideration for cost, quality, safety, security, and environmental impact.
- S9
Communicate with others verbally for example, colleagues and stakeholders.
- S10
Comply with information contained in site notices and instructions.
- S11
Prepare, maintain and restore the work area on completion of the activity.
- S12
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.
- S13
Follow equity, diversity, and inclusion procedures.
- S14
Apply team working principles.
- S15
Apply continuous improvement techniques. Devise suggestions for improvement.
- S16
Carry out and record planned and unplanned learning and development activities.
- S25
Option 2. Apply the required procedures when working in an escalator or moving walk environment.
escalator or moving walk installation - S26
Option 2. Carry out installation of escalator and moving walk equipment for example truss, steps, pallets, handrail, chains, step band and safety sensors.
escalator or moving walk installation - S27
Option 2. Apply techniques and principles of measuring and setting out escalator or moving walk equipment.
escalator or moving walk installation - S28
Option 2. Appy procedures to put the escalator or moving walk into service and confirm correct operation associated with escalator or moving walk systems.
escalator or moving walk installation - S29
Option 2. Apply procedures to take the escalator or moving walk out of service in preparation for access.
escalator or moving walk installation - S30
Option 2. Comply with procedures to access and egress escalator or moving walks bottom return spaces.
escalator or moving walk installation - S40
Option 4. Apply the required procedures when working in an escalator or moving walk environment.
escalator or moving walk maintenance and repair - S41
Option 4. Carry out removal and replacement of escalator or moving walk parts for example steps, pallets, chains, handrails and adjust for optimal performance.
escalator or moving walk maintenance and repair - S42
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.
escalator or moving walk maintenance and repair - S43
Option 4. Check, adjust and repair tensioning systems for example handrail tension, main drive chain tension, step chain tension. Split, remove and replace chains.
escalator or moving walk maintenance and repair - S44
Option 4. Conduct planned and reactive escalator or moving walk maintenance.
escalator or moving walk maintenance and repair - S45
Option 4. Apply procedures to take the escalator or moving walk out of service in preparation for access.
escalator or moving walk maintenance and repair - S46
Option 4. Comply with procedures to access and egress escalator or moving walks bottom return spaces.
escalator or moving walk maintenance and repair - S47
Option 4. Appy procedures to put the escalator or moving walk into service and confirm correct operation associated with escalator or moving walk systems.
escalator or moving walk maintenance and repair - S17
Option 1. Apply the required procedures when working in a traction lift environment.
lift installation - S18
Option 1. Apply techniques and principles of measuring and setting out lift equipment.
lift installation - S19
Option 1. carry out installation of lift suspension systems.
lift installation - S20
Option 1. Carry out installation of lift machines, overspeed protection devices and control systems.
lift installation - S21
Option 1.Carry out installation of lift doors, entrances, and associated equipment.
lift installation - S22
Option 1. Appy procedures to put the lift into service and confirm correct operation associated with lift systems.
lift installation - S23
Option 1. Comply with procedures to access and egress to lift pit and top of car spaces.
lift installation - S24
Option 1. Apply procedures to take the lift out of service in preparation for access.
lift installation - S31
Option 3. Apply the required procedures when working in a traction lift environment.
lift maintenance and repair - S32
Option 3. Check lift positioning systems are working to specification.
lift maintenance and repair - S33
Option 3. Check, replace and setup lift door systems and clearances and check door closing protection.
lift maintenance and repair - S34
Option 3. Check lift travel requirements such as the correct set up of lift travel over-runs.
lift maintenance and repair - S35
Option 3. Inspect and verify the compliance of suspension systems. Determine when replacement is necessary.
lift maintenance and repair - S36
Option 3. Conduct planned and reactive lift maintenance.
lift maintenance and repair - S37
Option 3. Apply procedures to take the lift out of service in preparation for access.
lift maintenance and repair - S38
Option 3. Appy procedures to put the lift into service and confirm correct operation associated with lift systems.
lift maintenance and repair - S39
Option 3. Comply with procedures to access and egress lift pit and top of car spaces.
lift maintenance and repair
Behaviours (7)
How the apprentice must conduct themselves
- B1
Put health and safety first for themselves and others.
- B2
Act in a professional manner.
- B3
Collaborate and promote teamwork across disciplines.
- B4
Acts within limits of own competence and seeks assistance when necessary.
- B5
Respond and adapt to work demands and situations.
- B6
Take personal responsibility for their own sustainable working practices.
- B7
Supportive of the needs and concerns of others, for example relating to diversity and inclusion.
This framework is where Pathways
meets verified knowledge.
Scenarios practise these requirements. Verified entries teach them. The evidence portfolio proves them. One spine, three surfaces.