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Repair, maintain, modify, inspect, test, install and assemble lifting equipment to ensure its suitability and safety for a continued period of service.
This occupation is found in a wide range of industries, wherever organisations have lifting equipment. For example this could be in marine, construction, manufacturing, distribution, medical, agriculture, mining and quarrying, aeronautical, renewable, entertainment and military environments. This is a globally recognised occupation, in demand wherever lifting equipment is used.
Examples of equipment include, but are not limited to, hoists used for the lifting of lighting rigs at festivals to chain slings on construction sites. Equipment can be in almost any type of industry, including onshore or offshore, in car plants, aircraft manufacturing organisations, ship building, yacht building, food processing, warehousing and general engineering facilities.
They are typically employed in organisations who provide a bespoke service or in-house by the users of the equipment. This can include lifting equipment manufacturers, end users, owners, distributors, hirers and inspectors.
They will often be required to work on site and at clients premises and will need to be able to travel to them, so will typically need a driving licence. The broad purpose of the occupation is to repair, maintain, modify, inspect, test, install and assemble lifting equipment to ensure its suitability and safety for a continued period of service. They provide documentation and technical advice to customers and check that equipment is being maintained in accordance with statutory requirements. Additionally, the role may include the removal of equipment from service or decommissioning where it is considered to be unsafe and does not meet regulatory standards.
Lifting Equipment Technicians are self-motivated problem solvers who work with organisations to resolve issues and come up with solutions to their everyday needs. They ensure the safety and suitability of the equipment used for lifting goods or people in order to meet regulatory requirements. In their daily work, an employee in this occupation interacts with site managers, production managers, health & safety managers, workshop supervisors, design engineers, equipment and component suppliers and government agencies, such as the HSE.
They may work independently or within a team and typically report to a senior line manager who can offer support, knowledge, and best practice guidance. An employee in this occupation will be responsible for supporting the organisations in which they are employed or providing a service to. They typically have responsibility for a range of lifting equipment to ensure it has been properly verified as safe for use. The Lifting Equipment Technician can interpret and comply with contract information, such as service contracts, and work with the lifting organisations who hold or own lifting equipment. They are also responsible for ensuring Health & Safety, Regulatory and Quality requirements are met, and for taking an active role in general workshop quality control.
They are responsible for ensuring the maintenance of their own tools and equipment and the tidiness of their working area.
Although there are no statutory or regulatory entry requirements, this occupation does require employees to have a firm understanding of mathematical principles, therefore typically employers will require applicants to hold a level 2 qualification in mathematics.
| Duty | KSBs |
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Duty 1 Conduct Thorough Examinations and maintenance of lifting equipment which includes chain hoists, lever hoists, jaw winches, jacks, hand operated winches, travelling trolleys and pulley blocks, shackles, eyebolts, chain slings, wire rope slings, flat webbing slings, round slings, plate clamps, beam clamps, lifting beams, spreader beams and lifting frames |
K1 K2 K3 K4 K5 K7 K8 K9 K11 K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26 S1 S2 S3 S4 S5 S6 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17 S18 S19 S20 S21 S22 S23 S24 S25 S26 S27 |
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Duty 2 Identify parts required to carry out installation, repair and maintenance activities, and estimate the time required to complete the activity, advising customers and managers on the economic viability of the solution |
K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26 S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S11 S12 S13 S14 S15 S17 S18 S19 S20 S21 S25 |
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Duty 3 Carry out maintenance and replace parts, for example changing latch kits and hooks |
K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18 K19 K25 K26 S1 S2 S3 S4 S5 S6 S7 S9 S10 S11 S12 S13 S14 S15 S17 S18 S19 S20 S22 S24 S25 S27 |
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Duty 4 Manage work allocation making use of IT and paper-based planning systems |
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Duty 5 Carry out maintenance on manually operated lifting appliances such as chain hoists, lever hoists, jaw winches, jacks, hand operated winches, travelling trolleys and pulley blocks |
K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26 S1 S2 S3 S4 S5 S6 S8 S9 S10 S11 S12 S13 S14 S15 S17 S18 S19 S20 S21 S22 S23 S24 S25 S26 S27 |
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Duty 6 Maintain and adhere to the industry standards and/or best practice for quality control over their own work and take an active role in general workshop quality control |
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Duty 7 Maintain mechanical tools and those needing calibration and ensure the workshop is kept tidy |
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Duty 8 Modify equipment in accordance with detailed specifications, taking steps to ensure that any modifications are made in accordance with current legislation and do not create health and safety hazards |
K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K13 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26 S1 S2 S3 S4 S5 S7 S8 S9 S10 S11 S12 S13 S14 S15 S16 S17 S18 S19 S20 S21 S22 S23 S24 S25 S26 S27 |
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Duty 9 Give guidance to customers and clients, including information on parts and accessories and deliver verbal explanations of their findings in a clear and concise way, using appropriate language, taking account of the needs of the audience |
K1 K2 K3 K4 K5 K6 K7 K8 K10 K11 K12 K13 K14 K15 K16 K18 K20 K21 K22 K23 K24 K25 |
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Duty 10 Identify issues with lifting equipment and discuss solutions with customers and clients |
K1 K2 K3 K4 K5 K6 K7 K8 K10 K11 K12 K14 K15 K16 K18 K19 K20 K21 K22 K23 K24 K25 S1 S2 S3 S4 S5 S6 S8 S9 S10 S11 S12 S13 S14 S15 S17 S18 S20 S24 S25 S26 S27 |
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Duty 11 Carry out verification in accordance with current industry standards and practices (verification types can include function test, non-destructive test, destructive test, light load test, operational and proof load tests) |
K3 K4 K8 K12 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K26 |
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Duty 12 Conduct installations in accordance with manufacturers' instructions and information and client requirements, e.g. Install a chain hoist, lever hoist, set up and install a combined chain hoist and trolley, geared travel or hand-push trolley. Install a swivel hoist ring/ a pair of eyebolts for a 2-leg lifting operation/ beam clamp/ adjustable lifting beam |
K1 K2 K3 K4 K5 K6 K7 K8 K9 K10 K11 K12 K14 K15 K16 K17 K18 K19 K20 K21 K22 K23 K24 K25 K26 S1 S2 S3 S4 S5 S7 S9 S10 S11 S12 S13 S14 S15 S16 S17 S18 S19 S20 S21 S22 S23 S24 S25 S26 S27 |
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Duty 13 Use and apply lifting equipment as it was intended by the manufacturer and demonstrate correct use to end users |
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Duty 14 Assemble lifting equipment such as chain slings or steel wire rope slings to customer/client specification and current industry standard |
K1 K3 K4 K5 K6 K7 K8 K10 K12 K14 K15 K16 K17 K18 K19 K20 K21 K24 K25 S2 S5 S7 S9 S11 S12 S13 S14 S15 S17 S18 S19 S20 S24 S25 S26 S27 |
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Duty 15 Safely decommission equipment taking account of health and safety issues, Control of Substances Hazardous to Health (COSHH) requirements including disposal of equipment and ancillary parts |
K1 K4 K5 K6 K7 K8 K9 K10 K13 K16 K17 K18 |
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Duty 16 Verify operating capacity and appropriate working loads of all relevant equipment, such as slings in the manner that they are being used by way of mathematical equations |
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Duty 17 Prepare reports using clear, concise language appropriate to the target audience |
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Duty 18 Maintain safety for self and others |
K1: The types, applications and unique characteristics of lifting equipment, including static and manually operated equipment, derivatives and the associated technology and the characteristics and physical mechanical properties of materials used in the manufacturing of lifting equipment
Back to Duty
K2: Diagnostic and assessment principles required to maintain, repair and modify the mechanical aspects of lifting equipment to meet manufacturer specifications
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K3: Current legislation and Standards for lifting equipment, components, tools and equipment
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K4: Legislation and required compliance within the lifting equipment industry, including lifting equipment regulations (for example Lifting Operations Lifting Equipment Regulations (LOLER), Machinery Directive, Provision and Use of Work Equipment Regulations (PUWER), Supply of Machinery (Safety) Regulations, Health and Safety at Work Act, Control of Substances Hazardous to Health (COSHH), Working at Height, Confined space working, manufacturer’s instructions and industry standards.
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K5: Workshop and onsite operations which may include ordering, stock control and correct use of documentation such as order forms, repair forms, quarantine forms and reports of thorough examination
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K6: Types of customer interaction and customer service techniques including when to contact the customer, the tone that should be adopted, how to time and follow up communication – both verbally and in writing, and how to adjust the approach to take account of customers’/clients’ needs
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K7: Commercial practices, products and services
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K8: How to ensure the safety of self, colleagues and anyone in the working area (risk/hazard identification); manual handling, correct selection and use of Personal Protective Equipment (PPE), Risk Assessment and Method Statements.
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K9: Safe disposal and recycling of associated waste (including waste oils, cleaning fluids, batteries, tyres, etc.). Environmental policies.
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K10: The rights and responsibilities of an employee and employer, including the importance of respecting people from diverse backgrounds and treating people fairly
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K11: Assessment of equipment for continued safe use, such as how to identify the repair required, component compatibility, time and materials required to fix
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K12: Knowledge of manufacturer specifications and industry working practices - understanding pre-use checks, storage of equipment, when and where to use them, assembly, maintenance and safe use instructions, knowing the importance of following manufacturers' specifications and organisations' procedures when making repairs and installing lifting equipment
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K13: Principles of handling hazardous equipment, materials and substances, their safe handling, preservation, storage & shipping of damaged items, emergency procedures, knowing when to ask for third party advice and guidance
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K14: Standard operating functions of lifting equipment in normal use
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K15: Pass or fail inspection criteria for equipment when failed or is not fit for purpose, such as identification of common defects and parts that regularly break or go missing and need to be replaced, including chain wear features, missing or broken latches in hooks
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K16: Operation of manual or IT applications used in the workshop and on-site environment, such as excel, search engines and company reporting systems
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K17: Scheduling and project management techniques; planning and the importance of meeting project deadlines (how to manage oneself to meet company targets)
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K18: Causes of defects and maintenance issues and problem solving. How to identify likely causes of damage, for example. manufacturing fault, wear, misuse or overloading
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K19: How to prepare a complete report according to legislative requirements and who to contact about defects and how to address them, including when to notify statutory bodies
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K20: How to calculate in use operational safe working loads considering working conditions, method of use for the equipment and operating environment, such as how to work out a
percentage, mode factors, uniform load method, trigonometric method calculations, algebra and Pythagoras theorem, Units of measure, including imperial and metric systems and how to convert them
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K21: Manufacturing techniques and resulting impact on safe and correct operational use of equipment
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K22: Heat treatment, principles and processes - including critical ranges and the implications of not achieving correct temperature ranges
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K23: Stress and strain and their impact on material behaviour
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K24: Verification methods and how and when to use them. This includes destructive and non-destructive testing, which could be visual examination, operational / functional testing, load testing, proof load testing, Magnetic Particle Inspection (MPI), dye penetrant, bend testing, Eddy current testing, X-ray testing, ultrasound testing, Izod testing and Charpy testing
Back to Duty
K25: Marking requirements and techniques
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K26: How to use measuring equipment and calibrated tools including digital verniers, torqueing tools, dial gauges, load cells, compression tools and micrometers
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S1: Use knowledge, experience and judgement to undertake inspections/examinations in accordance with manufacturer's instructions and guidelines and industry standards
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S2: Estimate time required to complete a task
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S3: Identify components that require repair, replacement or discard and diagnose faults
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S4: Repair or replace component parts in accordance with manufacturer's guidelines and industry standards
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S5: Assemble, dismantle and reassemble new and used lifting equipment
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S6: Complete routine maintenance on items of lifting equipment in accordance with manufacturer's instructions, guidelines and industry standards
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S7: Manufacture/assemble steel wire rope sling in accordance with the applicable and current EN, BS, or ISO manufacturing standards (or other standard specified by the client) and techniques or specifications
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S8: Measure and assess wear tolerances and deformation in line with manufacturer instructions/guidance and industry standard
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S9: Read and interpret technical drawings, schematic parts diagrams, load charts and technical specifications
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S10: Research information using hard copy and digital formats, e.g. referring to LOLER, manufacturers specifications, standards
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S11: Log and record work activities and prepare reports, such as a Report of Thorough Examination, Examination Defect Report, timesheets
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S12: Identify and use tools and measuring devices required for a task, for example verniers, load cells, tape measure, steel rule
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S13: Maintain a clean, tidy and safe working area
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S14: Apply company quality control measures
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S15: Apply knowledge of lifting equipment to appropriately guide customers in the selection of lifting equipment for the task
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S16: Work in accordance with Safe Systems of Work and apply control measures as required (such as Health and Safety at Work Act, Working at Height, Risk Assessment and Method Statements)
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S17: Apply safe manual handling techniques
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S18: Effectively communicate both verbally and in writing
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S19: Identify and use Personal Protective Equipment (PPE)
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S20: Develop safe systems of work, including risk assessments and method statements, Specifying manpower required, Specifying qualifications, training and experience requirements, Identifying safe methods of access and transportation, Identifying correct PPE for the task, Specifying work location and environment, plant, machinery, tools and equipment, Identifying the applicable statutory and customer safety standards that must be complied with
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S21: Identify toxic and hazardous substances and environments and apply control measures
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S22: Dispose of equipment, components and substances in accordance with environmental regulations, industry standards and company policy
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S23: Control and manage spills
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S24: Perform different types of tests to verify lifting equipment, eg light load test, proof load, function test
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S25: Use lifting equipment safely
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S26: Install lifting equipment in accordance with manufacturers' specification and industry working practices
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S27: Mark lifting equipment in accordance with industrial standards
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B1: Safety Conscious - Puts safety first. Always uses safety equipment and PPE and has customers’ safety in mind
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B2: Collaborative - For example, works well with others. supports other people (colleagues and/or clients), considers the implications of their actions on other people and the business, listens to others and has a positive and respectful attitude
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B3: Professional Values - Behaves in a manner that aligns with the company ethos, including prompt timekeeping, smart presentation of self and working area, acts as a responsible ambassador for the business, by working efficiently, treating all clients, employees and co-workers respectfully and meeting customer and employer expectations
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B4: Honesty and Integrity - Acts with integrity, giving honest and accurate guidance to customers
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B5: Results Driven - Completes tasks in accordance with the specific job requirements , within the agreed timescale, demonstrating acceptable workmanship and completing the required documentation correctly.
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B6: Quality Focus – Shows attention to detail and uses a logical approach to problem solving. Seeks opportunities to improve quality, speed and efficiency. Stays motivated and committed when facing challenges
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B7: Continuous Personal Development - Receptive to constructive feedback from peers and management and proactive in giving feedback to others. Reflects on own knowledge, skills and behaviours and seeks opportunities to develop
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B8: Assertive and Confident - Is confident and communicates with conviction
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B9: Self-Motivation - Takes responsibility for completion of own work
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B10: Adaptability - Able to adjust to changes to work instructions and tasks
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This standard aligns with the following professional recognition:
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| Version | Change detail | Earliest start date | Latest start date |
|---|---|---|---|
| 1.1 | End-point assessment plan revised | 04/12/2023 | Not set |
| 1.0 | Approved for delivery | 12/11/2021 | 03/12/2023 |
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