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Overview of the role

Service, repair and maintain lift trucks and powered access vehicles.

Details of standard

Occupation summary

Lift Truck and Powered Access Engineers can be found in many sectors, wherever businesses need to lift and move products, equipment and people safely. This is vital to a huge range of industries including: engineering, manufacturing and construction, food manufacturing and the storage & logistics industries.

The broad purpose of the occupation is to service, repair and maintain lift trucks and powered access vehicles. This can include manual, electric, diesel, LPG, and hybrid powered machines both tracked and wheeled, vertical mast type machines both static and self-propelled along with equipment mounted on vehicles, such as; fork lift, scissor lift, vertical mast, articulated and telescopic boom, elevated work platform machines both static and self-propelled along with equipment mounted on vehicles. There are also Lift Truck and Powered Access machines specially designed to meet specific applications.

This can take place in a range of locations such as at a workshop, repair centre, warehouse, foundry, cold-store, manufacturing plant, engineering, construction site, storage & logistics site or any field service environment including customer's premises, so some Lift Truck and Powered Access Engineers 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.

In their daily work, an employee in this occupation interacts with supervisors, warehouse staff, colleagues and customers.

An employee in this occupation will be responsible for inspecting and maintaining vehicles/equipment as well as diagnosing and repairing faults. They are in direct contact with customers and are required to understand and meet customer requirements, providing a high standard of customer care.

Typical job titles include:

Fork lift truck engineer Powered access equipment engineer

Occupation duties

Duty Criteria for measuring performance KSBs

Duty 1 Repair or replace faulty electrical / electronic, mechanical, and hydraulic parts

Delivered in line with specification, timescales and cost, to industry standard

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17

B1 B2 B3 B4 B5 B6 B7 B8

Duty 2 Carry out scheduled servicing/safety checks on all vehicle/unit applications where applicable

Delivered in line with specification, timescales and cost, to industry standard

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17

B1 B2 B3 B4 B5 B6 B7 B8

Duty 3 Carrying out pre-delivery inspections, test and make any final adjustments in accordance with manufacturers recommendations , identifying problems, or fine-tuning performance, using a laptop or hand-held diagnostic equipment

Delivered in line with specification,timescales and cost, to industry standard

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17

B1 B2 B3 B4 B5 B6 B7 B8

Duty 4 Maintain, diagnose, and repair internal combustion engines, engine management systems and fuel systems to include liquid petroleum, gas (LPG) and diesel fuel injection

Delivered in line with specification, timescales and cost, to industry standard

Equipment maintained to good working order

Issues correctly diagnosed

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17

B1 B2 B3 B4 B5 B6 B7 B8

Duty 5 Maintain, repair, and diagnose drive trains, including, hydrostatic transmissions, final drive units and AC/DC drive motors, drive controllers and battery systems

Delivered in line with specification, timescales and cost, to industry standard

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17

B1 B2 B3 B4 B5 B6 B7 B8

Duty 6 Maintain, adjust, and repair complex mast/ boom configurations including lift chains, in accordance with manufacturers recommendations and relevant legislation

Delivered in line with specification, timescales and cost, to industry standard

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17

B1 B2 B3 B4 B5 B6 B7 B8

Duty 7 Maintain and test emergency descent functions in accordance with the manufacturers recommendation

Delivered in line with specification, timescales and cost, to industry standard

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17

B1 B2 B3 B4 B5 B6 B7 B8

Duty 8 Respond to breakdowns, diagnose faults and carry out regular services

Delivered in line with specification, timescales and cost, to industry standard

K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17

B1 B2 B3 B4 B5 B6 B7 B8

Duty 9 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 will include clear identification of part numbers, order numbers, times and dates, recommended further action and customer commentary

Paperwork completed in accordance with company policy and within agreed timescales. Records are accurately maintained

K1 K9 K11 K13

S2 S15 S17

B1 B2 B3 B4 B5 B6 B7 B8

Duty 10 Maintain stock levels to maximise efficiency and communicate additional requirements in a clear manner to the staff responsible for ordering parts

Stock levels are maintained to appropriate level and within budget (no shortage of stock, but no over-stocking)

K2 K11 K12 K13

S14 S15 S16 S17

B2 B3 B6 B7 B8

Duty 11 Ensuring Health & Safety policy and procedures are adhered to

In compliance with appropriate procedures, guidance and legislation

Health and safety rules applied

Any incidents / risks identified, reported and recorded correctly.

K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17

B1 B2 B3 B4 B5 B6 B7 B8

Duty 12 Keep manager updated with progress and notify them of potential problems with customers and their future requirements in a timely manner, using appropriate methods e.g. email, telephone

Delivered in line with company expectations

K1 K8 K9 K11 K13

S14 S15 S17

B1 B2 B3 B4 B7 B8

Duty 13 Keep the customer and colleagues informed about the progress of the service or repair and any follow-up work required

Timely communications in line with company policy

Language and tone is appropriate to the target audience

K1 K3 K5 K8 K9 K11 K13

S15 S17

B1 B2 B3 B4 B7 B8

Duty 14 Ensure equipment and uniform are clean and in good order, reflecting company image

Language and tone are appropriate for target audience

Delivered in line with company expectations

K1 K2 K8 K9 K11 K13

S15 S17

B1 B2 B3 B5 B6 B7 B8


KSBs

Knowledge

K1: Company and customer policies, rules, and safe working procedures when working in different environments Back to Duty

K2: Tools and equipment required for each application within the Lift Truck and Powered Access profession. e.g. jacks and blocks, spanners, socket sets, hammer, screwdrivers (various), pliers, multi-meter, oscilloscope, chain gauge, soldering iron, hacksaw, files, taps, vernier, allen keys, torx bits, straps, torque wrench, oil and lubricants, crimps, stanley knife, drill, goggles, ear protectors, safety boots, gloves and overalls Back to Duty

K3: Fabrication techniques: Soldering / electric & gas welding, electrical, mechanical hydraulic connections & fixings, metal composition, filing, hacksawing, drilling, thread tapping, grinding, and crack detection techniques Back to Duty

K4: The safety aspects of mechanical, electric, and pneumatic tools, lubricants, and specialist equipment Back to Duty

K5: The maintenance, testing and maneuvering purposes of Lift Truck and Powered Access machines for operational purposes Back to Duty

K6: Methodical and systematic techniques for logical fault-finding diagnosis and the verification of functionality and performances of complex Lift Truck and Powered Access machines Back to Duty

K7: Lift Truck and Powered Access machines on-board diagnostics and communication systems and how to set the machine characteristics to meet customer specific requirements within the machines working parameters Back to Duty

K8: The relevant Health and Safety legislation and regulations relating to diagnostics, repair, maintenance and operation of Lift Truck and Powered Access machinery and equipment Back to Duty

K9: Manufacturers’ specifications and customers’ requirements and the process to access, interpret and apply the information gained from them Back to Duty

K10: Principles of electrical, electronic, mechanical, and hydraulic engineering and components and how to apply them to the operation, repair and diagnostics procedures on all types of complex Lift Truck and Powered Access machines Back to Duty

K11: Methods of communication and when and how to apply them appropriately, including customer care techniques Back to Duty

K12: Principles of stock control Back to Duty

K13: How to maintain clear and accurate records, and why this is important Back to Duty

Skills

S1: Carry out safe jacking and blocking procedures; correctly selecting and using lifting and blocking equipment (toe / hydraulic jacks & blocks) Back to Duty

S2: Use correct lifting equipment when removing heavy Lift Truck and Powered Access machine components (chains, slings, shackles) and follow working at height procedures in compliance with appropriate health & safety legislation Back to Duty

S3: Interpret Lift Truck and Powered Access machine electrical, mechanical, and hydraulic schematic diagrams, flow charts and manufacturers’ technical data to verify correct systems functionality Back to Duty

S4: Perform detailed preventative maintenance activities on complex Lift Truck and Powered Access machines in compliance with manufactures’ specifications Back to Duty

S5: Check, diagnose and repair electrical/electronic, mechanical, and hydraulic systems, including:12/24/48/-volt lead acid and lithium-ion batteries Back to Duty

S6: Diagnose and rectify machine charging systems, electrical / electronic wiring / safety circuits Back to Duty

S7: Diagnose and rectify motor control circuits, drive circuits, lift and steer circuits Back to Duty

S8: Test and interpret Control Area Network (CAN Bus) diagnosis Back to Duty

S9: Check diagnose and repair braking and steering systems Back to Duty

S10: Maintain, install & repair machine telematics Back to Duty

S11: Check, repair and diagnose hydraulics components using schematics, pressure gauges, flow meters and on-board computer / laptop programmes Back to Duty

S12: Diagnose and repair hydraulic/electrical proportional control valves and perform breakout calibration of individual valves Back to Duty

S13: Calibrate electronic controllers and recognise the importance of safety devices and systems Back to Duty

S14: Make the required parameter adjustments in compliance with manufactures’ specifications, customer requirements, industry directives and relevant health & safety legislation Back to Duty

S15: Prepare and maintain accurate records of all work undertaken in accordance with company and manufacturer's requirements Back to Duty

S16: Check and maintain stock to there are no shortages of parts and equipment and no surplus causing undue cost to the business Back to Duty

S17: Politely, keep customers and colleagues informed of progress and any difficulties in relation to work on hand, using the level of technical language appropriate to the audience, offering alternative solutions where required Back to Duty

Behaviours

B1: Safety Culture Conscious: Recognises this is a hazardous industry and adheres to a disciplined approach in maintaining a safe environment Back to Duty

B2: Work Ethic: Positive work principles, reliable, flexible, diligent, and trustworthy Back to Duty

B3: Commitment to industry values: Committed to complying with employer and industry standards Back to Duty

B4: Willingness to learn: Actively involved in undertaking continuous professional development (CPD) Back to Duty

B5: Motivation: Thrives on challenges, uses own initiative, sets targets and achieves goals Back to Duty

B6: Adaptability: Positive to changing situations, technologies and working environments Back to Duty

B7: Personal Responsibility: Driven to succeed, motivated to complete a task Back to Duty

B8: Adheres to Codes of Conduct: Company ambassador, polite; wears corporate work clothing; good personal hygiene; maintains company property; keeps vehicle clean; leads by example, demonstrates “can do!” attitude Back to Duty


Qualifications

English and Maths

Professional recognition

This standard aligns with the following professional recognition:

  • Institute of Mechanical Engineers (IMechE) for Engineering Technician
  • Institute of Engineering and Technology (IET) for Engineering Technician
  • Institute of the Motor Industry for Level 3 recognition


Additional details

Occupational Level:

3

Duration (months):

36

Review

Status: Retired
Level: 3
Reference: ST0387
Version: 1.0
Date updated: 20/04/2023
Route: Engineering and manufacturing
Typical duration to gateway: 36 months (this does not include EPA period)
Maximum funding: £14000
LARS Code: 579
EQA Provider: Ofqual
Employers involved in creating the standard: Linde MHE, Crown LT Ltd, Forkway Group, HFT Forklift, Hi-Tec, IAPS Group, AFI – Uplift, HSS, Lavendon Group, Lifterz, HFT Forklift

Version log

Version Change detail Earliest start date Latest start date
1.1 Standard, end-point assessment plan and funding have been revised. 07/04/2023 Not set
1.0 Approved for delivery 10/07/2020 06/04/2023

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