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Engineering and manufacturingLevel 3OCC1355 · ST1355

Cold forming setter technician

Manufacturing and process operative or technician · Technical · Engineering, manufacturing, process and control

The official framework — 74 requirements.

Every Knowledge, Skill and Behaviour below is the verbatim regulatory text of the Cold forming setter technician apprenticeship standard (v1.0). On EngTree, each one becomes a node — verified knowledge entries, training modules and End-Point Assessment evidence all map back to it.

Knowledge (38)

What the apprentice must understand

  • K1

    Principles of reading and interpreting engineering drawings and documentation.

  • K2

    Part numbers for tooling and wire.

  • K3

    Types of cold forming machinery. The differences between machines and the mechanisms that they use.

  • K4

    Wire: loading, setting the drawer and feeding into the machine

  • K5

    Tooling: visual inspection, assembly and securing.

  • K6

    Principles of setting-up a cold forming machine.

  • K7

    Principles of high-volume metal cold forming techniques in a continuous production environment to build and form the progressions to achieve final shape.

  • K8

    Gauges and measurement systems used in cold forming.

  • K9

    How to complete visual inspection of the parts as they are made and how to recognise defects and tooling wear.

  • K10

    Tooling failure mechanisms. How tools fail and the impact that the set-up of the machine has on tooling failure.

  • K11

    Documentation: methods and requirements – electronic and paper.

  • K12

    Process monitoring equipment: what the process monitor does and why it is required. How it is used to check machine set-up and to monitor variation in the process.

  • K13

    Statistical Process Control (SPC) data input and how to interpret SPC charts.

  • K14

    Team working principles.

  • K15

    Problem solving techniques for root cause analysis: 5 Whys, Fishbone Diagram, PDCA (Plan Do Check Act), Pareto Chart, Change Analysis, Fault Tree Analysis, FMEA (Failure Mode Effects Analysis), DMAIC (Define, Measure, Analyse, Improve, Control).

  • K16

    Principles of properties of materials. Metallurgical properties of metals: mild steel, carbon steel, stainless steel, titanium, copper, brass and aluminium. Effect on materials during the forming process.

  • K17

    Principles of steel and wire manufacturing processes.

  • K18

    Principles of tooling materials and manufacturing processes.

  • K19

    Machine mechanisms, lubrication, air and drive systems.

  • K20

    Awareness of health and safety regulations, relevance to the occupation and the technician’s responsibilities: Control of Substances Hazardous to Health (COSHH), electrical safety and compliance, emergency evacuation procedures, Health and Safety at Work Act – responsibilities, isolation and emergency stop procedures, Lifting Operations and Lifting Equipment Regulations (LOLER), manual handling, near miss reporting, noise regulations, Provision and use of Work Equipment Regulations (PUWER), Reporting of Injuries, Diseases and Dangerous Occurrences Regulations (RIDDOR), safe systems of work, safety equipment: guards, signage, fire extinguishers, situational awareness, slips, trips and falls, types of hazards, Personal Protective Equipment (PPE), working at height, working in confined spaces.

  • K21

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

  • K22

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

  • K23

    Continuous improvement techniques: lean, 6-sigma, KAIZEN, 5S (sort, set shine, standardise and sustain), SMED (Single minute exchange of dies).

  • K24

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

  • K25

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

  • K26

    Stock requirements. Control systems. Stock rotation. Stock considerations: availability, stock lead times, stock value, faulty stock, salvageability of parts removed.

  • K27

    Standard operating procedures (SOP). What they are and why they are important. What they need to cover and why. Visuals and symbols used in SOP.

  • K28

    Escalation procedures.

  • K29

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

  • K30

    Quality management standards. Quality assurance principles and practice. Record keeping.

  • K31

    The cold forming industry. Types of organisations. Types of products. Supply chain. Customers. Customer requirements. Impact on product demand.

  • K32

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

  • K33

    Business operation considerations: efficiency, customer satisfaction, competitiveness, minimising risks to operation and ethical issues.

  • K34

    Principles of sustainability and circular economy. Energy efficiency and reuse of materials. Recycling procedures. Principles of control and management of emissions and waste. Efficient use of resources.

  • K35

    Continued professional development: planning and accessing development opportunities.

  • K36

    Principles and requirements of restoring the work area.

  • K37

    Principles of hazard identification and risk assessment.

  • K38

    Principles of recognising variation in the process when conducting dimensional and visual inspection and making adjustments to the process to maintain control.

Skills (28)

What the apprentice must be able to do

  • S1

    Read and interpret information. For example, text, data, engineering drawings, job card, work instructions, risk assessments, method statements, operation manuals, permits to work, instructions.

  • S2

    Load, set and feed wire onto the cold forming machine.

  • S3

    Select, inspect, assemble, fit and clamp tooling components.

  • S4

    Build progressions across multiple stations incorporating processes such as forward and backward extrusion, upsetting, heading, trimming and piercing.

  • S5

    Use gauges and measuring equipment.

  • S6

    Input and assess charts using Statistical Process Control (SPC).

  • S7

    Make adjustments to the process to maintain control.

  • S8

    Assess condition of components and equipment. Identify action required such as monitoring tooling for wear during process and make changes.

  • S9

    Troubleshoot machine running issues and take corrective action. Escalate issues.

  • S10

    Communication with others verbally for example, colleagues and stakeholders.

  • S11

    Apply health and safety procedures and safe systems of work in compliance with regulations and standards.

  • S12

    Use process monitoring equipment.

  • S13

    Create, maintain and enhance productive working relationships.

  • S14

    Apply continuous improvement techniques. Devise suggestions for improvement.

  • S15

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

  • S16

    Apply team working principles.

  • S17

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

  • S18

    Apply environmental and sustainability procedures in compliance with regulations and standards. for example, segregate resources for reuse, recycling and disposal.

  • S19

    Follow equality, diversity and inclusion procedures.

  • S20

    Apply problem solving techniques.

  • S21

    Identify and document hazards and risks in the workplace.

  • S22

    Restore the work area on completion of the activity.

  • S23

    Apply maintenance practices. For example, check levels, parts wear, pressure and sensors and grease and lubricate.

  • S24

    Obtain and check stock and supplies. Complete returns.

  • S25

    Apply standard operating procedures (SOP).

  • S26

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

  • S27

    Plan work.

  • S28

    Apply quality assurance principles and practices

Behaviours (8)

How the apprentice must conduct themselves

  • B1

    Take responsibility for completing work.

  • B2

    Act professionally.

  • B3

    Committed to continued professional development (CPD) to maintain and enhance competence in their own area of practice.

  • B4

    Respond and adapt to work demands and situations.

  • B5

    Take account of diversity and inclusion requirements.

  • B6

    Has a focus on quality and promotes improvement.

  • B7

    Take personal responsibility for and promote health and safety.

  • B8

    Considers the environment and sustainability.

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.