What you'll be able to do

• Demonstrate good basic IT skills.
• Manage computer files.
• Use and operate appropriate word processing and recording IT software, including how to produce, edit and save a document.
• Access and use the internet, including email, in accordance with company procedures.
• Apply basic company safeguards when operating computer and other associated equipment.
• Understand and communicate in a clear and concise manner with customers and clients.
• Demonstrate the principles of effective communications and how to apply them, including written communication.
• Demonstrate the principles of effective communications and how to apply them, including verbal communication.
• Demonstrate the principles of effective communications and how to apply them, including giving and receiving feedback.
• Evaluate the impact body language can have on communications with customers and clients.
• Communicate professionally and in compliance with all company procedures.
• Create professional communications in compliance with all company procedures, including taking all reasonable precautions to preserve the confidentiality of customers’ information.
• Create professional communications in compliance with all company procedures, including the process for reporting following an incident.
• Create professional communications in compliance with all company procedures, including the importance and requirements of impartiality, independence and integrity.
• Appraise and outline to clients the category of defects and their importance in relation to the continuing safe use of the examined equipment to ensure that they are rectified and accidents avoided.
• Relate and apply the reporting requirements in accordance with the relevant legislation.
• Classify reports in accordance with the seriousness of defect, particularly where imminent danger defects have been detected and plant and machinery must be taken out of service and not put back into service until the defects have been rectified.
• Appraise client duty holders of their responsibilities regarding rectification of ‘timed’ defects before the time specified.
• Appraise client duty holders that all observations and defects should be subject to a ‘risk assessment’ for continued safe use.
• Appraise clients that immediate and dangerous defects must be reported to the enforcing authorities, where specified by law.

What you'll be able to do

• Understand how to identify defects and deterioration in safety critical components
• Determine what a safety critical component is and its function, including primary and secondary components
• Point out examples of primary and secondary safety critical components on a typical piece of equipment
• Determine failure modes of safety critical components
• Evaluate the factors which affect deterioration of safety critical components
• Determine the evidence expected to be seen arising from faults which could cause a component to fail
• Understand the significance of defects and deterioration in safety critical components in relation to the continued safe use of the equipment
• Evaluate how a defect or deterioration could affect the continued safe use of the equipment
• Evaluate and explain the legal implications of defect reporting
• Determine how defects are assessed against rejection criteria
• Determine what is meant by a ‘common failure mode’ and why it is important to check this during an examination
• Determine conditions which could accelerate deterioration of components
• Evaluate how to assess the ‘rate’ of deterioration and why this is important in a thorough examination
• Take appropriate actions when deterioration and defects are identified in safety critical components
• Evaluate the difference between an ‘imminent danger’ defect and a ‘timed’ defect and its application to the continued safe use of the equipment
• Determine who should be informed and what action should be taken for an ‘immediate’ defect
• Determine who should be informed and what action should be taken for a ‘timed’ defect
• Illustrate the meaning of a supplementary test and determine the circumstances when such a test would be required
• Determine the circumstances where Non-Destructive Testing of hidden safety critical or load bearing parts would be recommended
• Assess the report of test or NDT to establish potential defects
• Understand the importance of a sound maintenance regime and repairs carried out according to manufacturer’s recommendations or industry guidance
• Assess the maintenance regime for equipment under examination and explain how this can determine the category of defect
• Assess the ‘preventative maintenance’ carried out and how likely this is to reduce the risk of equipment failure
• Illustrate how to use the maintenance record to assist in completing a thorough examination
• Assess any repairs carried out on the equipment since the last thorough examination to ensure they have been carried out properly

What you'll be able to do

• Apply principles of professional ethics and values when Engineer Surveying
• Outline the authoritative sources of information on professional ethics and values, codes of conduct and professional standards relevant to engineer surveyor activities
• Apply professional ethics and values into professional activities
• Conclude how Engineer Surveyors maintain a duty of care to themselves and those who may be affected by their work
• Outline how to identify and report any potential or actual cases of professional malpractice in accordance with approved procedures
• Outline the importance of the need for impartiality
• Determine who can be contacted within the organisation for guidance and advice in the event of uncertainty over a professional ethics and values issue
• Outline the legislative and regulatory frameworks within which the organisation carries out its business
• Apply professional codes of conduct, standards, regulations and guidelines that are relevant to professional activities to include: Health and Safety, environmental regulations, codes and practices applicable to the organisation, the business and its industrial sector, impartiality and confidentiality when dealing with customers and clients
• Apply a duty of care towards customers and clients
• Apply the procedure for reporting any potential or actual cases of professional malpractice in accordance with company procedures
• Apply techniques for handling commercially sensitive information, resolving conflicts of interest and apply company standards of integrity in all Engineer surveyor activities
• Relate how the commercial confidentiality of information supplied to, and held within, the organisation is safeguarded, typically for own and client’s information
• State the types of conflict of interest and professional malpractice that could occur and how they should be resolved
• Identify and report any conflicts of interest in accordance with approved procedures
• Apply company standards when carrying out engineer surveyor activities

What you'll be able to do

• Arrange an inspection visit with a client
• Demonstrate how the workload is arranged and how any priority work is managed
• Illustrate how an inspection visit is booked with a client
• Determine the information that should be given to the client
• Determine the PPE that should be worn for different workplaces
• Outline the formalities that can be expected on arrival at the client’s premises
• Outline the purpose of a formal induction upon arrival at some sites
• Determine the assistance required from the client to enable the inspection to be carried out effectively
• Determine the inspection equipment and tools needed to complete inspections
• Identify and assess a written scheme of examination
• Determine whether the equipment under examination is under a written scheme and assess the scheme to ensure it still applies
• Outline the condition, use and other factors on which a written scheme should be considered and justify any changes necessary
• Understand company quality systems in relation to inspections
• Evaluate quality procedures and how they are applied
• Determine the quality procedures directly associated with the inspections undertaken in the field of work
• Appraise the purpose and value of the company quality manual
• Understand company inspection procedures
• Demonstrate a commonly used inspection procedure in the field of work
• Analyse the additional and specific client site procedures for carrying out inspection work
• Determine and comply with any permit to work procedure
• Evaluate and apply the main inspection procedures used in the field of work
• Illustrate the inspection procedures which require some assistance in order to complete the inspection
• Outline inspections of bespoke equipment for which there is no company inspection procedure
• Categorise when plant is not available (PNA) for inspection and appraise the client accordingly

What you'll be able to do

• Plan an inspection based on efficient use of resources to include client site requirements
• Explain and apply the company procedures to schedule inspections
• Outline the importance of working with the client to identify any access, Health & Safety and PPE requirements needed to attend site and understand client site rules
• Determine the factors which influence the scheduling priority of inspections
• Determine how geographically planning all inspections minimises travel and non-productive hours
• Plan an inspection to include factors which may affect plans and identify when special circumstances apply
• Prioritise equipment examinations and deliver outcomes that are achievable
• Assess the planned and actual requirements with regard to personal capacity and competence
• Outline the scope of own authorisation
• Estimate the duration of tasks
• Outline the process for escalation of tasks that may exceed the limits of competency and capacity
• Outline potential contingency arrangements that could be built into the individual’s working plan
• State the factors which may require special arrangements
• Outline the permit to work system and why and when it is needed

What you'll be able to do

• Follow the requirements of legislation concerning the reporting of thorough examinations when completing reports.
• Outline the requirement for and content of thorough examination reports for the specific discipline.
• Outline and distinguish between the role and jurisdiction of the different Enforcing authorities (HSE and Local Authority).
• Determine the specific legal requirements of reporting defects, which could lead to imminent danger of serious injury to persons.
• Determine and use the correct report format for the equipment being examined.
• Prepare and write a grammatically correct, concise report that accurately describes the state of the equipment being examined and distinguish between the categories of defect identified.
• Utilise appropriate technical terminology in order to provide helpful guidance to clients.
• Inform the responsible person (duty holder) regarding all defects which could constitute a danger to persons.
• State the procedure when a defect posing an imminent danger to persons has been identified.
• Use images and measurements to effectively support key findings.
• Outline when photographs or drawings can or should be used as supporting evidence to a report.
• Determine what numerical data is relevant and required to support the report of thorough examination.
• Observe company procedure when issuing a report of non-examination or report of incomplete examination.
• Determine the company criteria required for issuing a report of non-examination or report of incomplete examination.
• Outline the procedure for re-examination of plant or machinery.
• Determine when a thorough examination report may not be completed and how to present this to the client.
• Follow company procedure to ensure confidentiality in reporting and ensure reports are secure and safe from unauthorised alteration.
• State the Engineer Surveyor obligations regarding confidentiality.
• Apply the company’s procedure for ensuring the integrity of reporting and data protection.

What you'll be able to do

• Know the legislation concerning statutory engineering inspections relevant to the specific discipline.
• State the potential legal consequences of breaching health and safety legislation.
• Outline the main legislation relating to inspections and thorough examinations for plant, machinery and equipment.
• Outline the main legal duties and obligations of owners, employers and duty holders regarding plant, machinery and equipment in terms of avoiding harm to employees and those who may be affected by acts or omissions.
• Outline the duties and responsibilities of a ‘competent person’ in carrying out a thorough examination of various types of plant, machinery and equipment.
• Determine the requirements of competence and independence/impartiality.
• Distinguish between the HSE and local authority and explain the circumstances which dictate who takes the lead role.
• Outline the general powers of an HSE or Local Authority Inspector.
• Know the relevant legislation, ACOPs, guidance and standards.
• Explain the primary and secondary legislation in respect of Health & Safety.
• Distinguish between the status of HSE Approved Code of Practice and HSE Guidance.
• Explain the legal status of a thorough examination report, how long it should be kept and who should have access to it.
• Distinguish between ‘work equipment’ and ‘non work equipment’ and what examinations/inspections each may require.
• Outline the statutory requirement for sending reports to the regulatory authorities.
• Distinguish between BS/CEN/ISO Standards and the status of harmonised standards.
• Know the Engineer Surveyor duties and responsibilities concerning statutory examinations.
• Outline the legal requirements for defect reporting for various types of plant, machinery and equipment.
• Determine the duties of a competent person when a defect which could give rise to imminent danger is detected.
• Outline the environmental and other factors which could affect equipment condition and how this could influence the grading of defects and the conclusion of the thorough examination.
• Know the contractual terms and conditions in relation to carrying out inspections.
• Outline what would normally be the clients responsibilities in the contract for a thorough examination.
• Determine how you would identify any additional terms and conditions to the contract.
• State what a ‘confidentiality clause’ means.
• Outline the circumstances where you may have to disclose information, which would normally be confidential to the client.