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Engineering and manufacturingLevel 4Green occupationOCC0999 · ST0999

Lead engineering maintenance technician

Installation, service, repair and/or overhaul advanced technician · Higher Technical · Maintenance, installation and repair

The official framework — 55 requirements.

Every Knowledge, Skill and Behaviour below is the verbatim regulatory text of the Lead engineering maintenance technician 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.

Knowledge (25)

What the apprentice must understand

  • K1

    Awareness of health and safety regulations, relevant to the occupation and the technician's responsibilities. Health and safety regulations.

  • K2

    Risk identification, risk assessments, mitigations and safe systems of work.

  • K3

    Awareness of environment and sustainability regulations, relevance to the occupation and the technician’s responsibilities. Environment and sustainability. Environmental Protection Act - responsibilities. Types of pollution and control measures: noise, smells, spills, and waste. Sustainability. Resource Management. Environmental permits. Waste management. Waste Electrical and Electronic Equipment Directive (WEEE). Hazardous waste regulations. Re-cyclable materials and waste disposal procedures. Energy consumption and usage profiling. Data logging to optimise energy performance. The Climate Change Agreements. Carbon Reduction Commitment (CRC).

  • K4

    Engineering mathematical techniques and scientific principles: methods, techniques, graphical expressions, symbols, formulae and calculations.

  • K5

    Engineering materials: characteristics, properties and impact on use.

  • K6

    Problem solving techniques: diagnostics, root cause analysis, 6 thinking hats, DMAIC (Define, Measure, Analyse, Improve, Control), PDCA (Plan Do Check Act). Fault finding techniques: root cause analysis, 5 Whys’, fishbone, half-split.

  • K7

    Maintenance and engineering strategies, practices and techniques: planned, preventative, predictive and reactive.

  • K8

    Standard operating procedures and work instructions: rationale, review and updates.

  • K9

    Engineering, manufacturing and maintenance technical information, related documentation, such as job records, service reports, checklists and condemn notices; representations, drawings, graphical information, visuals and symbols.

  • K10

    Manufacturers’ instructions: what they are and how to use them. Warranties: what they are and impact on engineering maintenance work.

  • K11

    Awareness of engineering international, national and regulatory standards, relevance to the occupation and technician’s responsibilities. British Standards (BS). International Organisation for Standardisation standards (ISO). European Norm (EN).

  • K12

    The function of an engineering maintenance department. Limits of autonomy and reporting channels. Different teams and functions involved in operation and interdependencies.

  • K13

    Leadership and management techniques: customer relationship management, negotiating, influencing, networking, commercial awareness, conflict management and assertiveness.

  • K14

    Workplace training and development and competence assurance techniques in the workplace. How to pass on knowledge to colleagues and provide guidance to customers or stakeholders.

  • K15

    Planning, prioritising, work scheduling, workflow and time management techniques. Work management systems. Work categorisation systems.

  • K16

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

  • K17

    Communication techniques: written documentation. Report writing.

  • K18

    The engineering maintenance sector. Regulators. Types of employers. Clients. Supply chain. Stakeholders. Audits.

  • K19

    Resources: Human, physical, space, documentation, tooling, specialist equipment, spares and materials. Stock and services considerations.

  • K20

    Awareness of Quality Management Systems (QMS) and the principles of quality control and assurance, principles and practice in a maintenance and engineering environment. Relevance to the occupation and the technician’s responsibilities.

  • K21

    Continuous improvement techniques: lean, 6-sigma, KAIZEN, 5S (Sort, set, shine, standardise and sustain).

  • K22

    Project management techniques: Strengths, Weaknesses, Opportunities, Threats (SWOT), stakeholder matrices, risk mapping and summary risk profiles.

  • K23

    Information technology: Management Information Systems (MIS), spreadsheets, presentation, word processing, email, virtual communication and learning platforms. General Data Protection Regulation (GDPR). Documentation and data collection: principles, methods and requirements - electronic and paper. Analytical data, job records, timekeeping, service reports, checklists and condemn notices. Technological development and innovation in the engineering sector. Industry 4.0. IT networking and digital twinning.

  • K24

    Business operation considerations: efficiency, customer satisfaction, competitiveness, minimising risks to operation, finance, business ethics and licenses.

  • K25

    Equity, diversity and inclusion in the workplace.

Skills (22)

What the apprentice must be able to do

  • S1

    Comply with health and safety regulations and procedures. Apply safe systems of work.

  • S2

    Comply with environmental and sustainability regulations and procedures when using resources. Segregate resources for re-use, recycling and disposal applying sustainability principles.

  • S3

    Follow manufacturers’ instructions and standard maintenance procedures.

  • S4

    Identify and document risks and hazards in the workplace. Advise on and apply control measures.

  • S5

    Record or enter information - paper based or electronic. For example, job sheets, risk assessments, equipment service records, test results, handover documents and manufacturers' documentation, asset management records, work sheets, checklists, waste environmental records and any legal reporting requirements.

  • S6

    Plan and schedule tasks, projects or resources in the workplace.

  • S7

    Manage tasks, projects or resources in the workplace.

  • S8

    Evaluate tasks, projects or resources in the workplace.

  • S9

    Communicate with colleagues and stakeholders verbally.

  • S10

    Communicate in writing.

  • S11

    Negotiate with colleagues or stakeholders. For example, to access equipment or arrange system outage.

  • S12

    Identify potential conflicts and apply resolution strategies.

  • S13

    Identify training needs of team members in the workplace.

  • S14

    Provide technical leadership for maintenance practices and techniques.

  • S15

    Provide technical leadership for repair practices and techniques.

  • S16

    Provide technical leadership for fault finding techniques and practices.

  • S17

    Identify problems and apply methods to identify causes and solutions. Escalate issues or concerns.

  • S18

    Comply with engineering standards and regulations. For example, ISO9001.

  • S19

    Interpret and use information from engineering data sources to apply changes.

  • S20

    Lead on continuous improvement projects. Apply continuous improvement techniques. Devise suggestions for improvement.

  • S21

    Manage technical handover of completed repair or maintenance activity.

  • S22

    Use information technology. For example, for document creation, communication, and information management in line with breakdown, repair and maintenance activities. Comply with GDPR.

Behaviours (8)

How the apprentice must conduct themselves

  • B1

    Prioritise and promote the environment and sustainability.

  • B2

    Prioritise and promote health and safety.

  • B3

    Apply a professional approach.

  • B4

    Promote adoption of emerging and advanced engineering and maintenance technologies.

  • B5

    Commit to professional development of self and others.

  • B6

    Take responsibility for work.

  • B7

    Act ethically.

  • B8

    Collaborate within teams, across disciplines and external stakeholders.

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.