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Level 3

Electrotechnical NVQs
Level 3 NVQs in Electrotechnical Services
(Electrical Installation–Building & Structures)
(Electrical Maintenance)
(Installing Instrumentation & Associated Equipment)
(Installing Public Lighting Systems & Associated
Equipment)

Level 3 NVQ in Electrotechnical Panel Building

Level 3 NVQ in Electrical Machine Repair and Rewind

National occupational standards and


assessment requirements

Version 2 – August 2005


About City & Guilds
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Contents

Foreword 3
Section 1 – Scheme information 5
Section 2 – Assessment requirements 9
Appendix 1 Level 3 National Occupational Standards assessment routes 15
Appendix 2 Assessor Guidance 17
National Occupation Standards 23
Level 3 NVQs in Electrotechnical services 23
Level 3 NVQ in Electrotechnical Panel Building 103
Level 3 NVQ in Electrical Machine Repair and Rewind 133
Key skills signposting 163
Evidence profile forms 164
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Foreword
Electrotechnical NVQs

This guide aims to provide information to centres and candidates for the administration
and assessment of Level 3 National Vocational Qualifications (NVQs) for the
Electrotechnical Sector. It provides details of the requirements specific to this N/SVQ
qualification which includes the requirements for occupational competence for all those
involved in assessing and verifying performance specific assessment requirements
The National Occupational Standards are included in this documentation.
There are four sections to the Guide.

Section 1 Scheme information


Section 2 Assessment requirements
Section 3 National occupational standards
Section 4 Evidence profiles

The first section contains information on who will benefit from the awards and the
structure and scope of the NVQs. The second section gives the specific information on
assessment and evidence requirements.

This document is designed to be used in conjunction with:


the N/SVQ Candidate Guide (stock reference TS-11-0001)
and
the N/SVQ Centre Guide (stock reference EN-11-0001)

Check the City & Guilds website: www.city-and-guilds.co.uk, for latest version.

Packs of multiple copies of the recording forms are also available from Publications
Sales (Recording forms for N/SVQs, stock reference TS-22-0001).

In the case of any inconsistency between the N/SVQ Centre Guide or the N/SVQ
Candidate Guide and this N/SVQ specific document, this document shall prevail.

For details of centre and scheme approval refer to the document: 'Providing City and
Guilds qualifications' (stock code EN-00-1111) available free of charge from the Sales
Department or your regional/national City & Guilds office (details in Further information
section of this document).

Details of general regulations, administrative, registration and certification procedures


and fees are included in the City & Guilds Directory of N/SVQ Awards. This information
also appears on City & Guilds web site http://www.city-and-guilds.co.uk

The following documents also include information on policy and guidance on quality
assurance within NVQs and assessors and verifiers should be aware of the contents.

City & Guilds policy document ‘Ensuring Quality’ – aimed at those involved in the
assessment and verification of City & Guilds awards. Issued 3-4 times a year
(available from Sales Department) NB Edition 13 – June 2002 summarises policy from
all previous editions)
Joint Awarding Body Guidance on Internal Verification of NVQs, issued November
2001, published by the DfES, also available on City & Guilds web site.

3
General NVQ information

Centres should refer to the City & Guilds Centre Guide for NVQs for information on
NVQs, the people involved, the assessment process and model recording forms.

Specific evidence profile forms

Specific evidence profile forms have been designed for these awards. There is a
separate form for each unit. The forms provide a convenient method of ensuring
candidates have all the necessary evidence to achieve a unit. The forms follow the
National Occupational Standards.

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Section 1 – Scheme information
1.1 Scope of the awards

NVQs for the Electrotechnical Sector are work-based qualifications designed to reflect the
roles and responsibilities of ‘occupation operatives’ within the sector.

The Level 3 NVQ awards are based on a mandatory unit structure for the different
occupational areas which facilitates opportunities for enhancement and transfer of
competence from one electrotechnical occupation to another. The mandatory units cover
those areas which have a common approach, such as safety and team working. The
occupational units offer a choice that can be combined to meet the needs of organisations and
candidates.

1.2 National Occupational Standards and Key/Core Skills

The full National Occupational Standards and key skills mapping are included in this
documentation. Centres should print whichever units are required by their candidates.

1.3 Restrictions on entry

There are no restrictions on entry to this award, however, candidates should not register for
this award if they hold or are registered with City & Guilds or another awarding body for a
similar award at the same level.

1.4 Qualification structure

The qualification structure requires candidates to complete mandatory units specific to each
certificate.

The certificates referred to in this guide are as follows

Level 3 NVQ in Electrotechnical Services


(Electrical Installation–Building & Structures)
(Electrical Maintenance)
(Installing Instrumentation & Associated
Equipment)
(Installing Public Lighting Systems & Associated
Equipment)

Level 3 NVQ in Electrotechnical Panel Building

Level 3 NVQ in Electrical Machine Repair and Rewind

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1.5 Level 3 NVQ in Electrotechnical Services

Candidates must choose one of the four available occupational routes;

Electrical Installation (Building & Structures) - 8 units to be achieved

Electrical Maintenance- 7 units to be achieved

Installing Instrumentation & Associated Equipment - 7 units to be achieved

Installing Public Lighting Systems & Associated Equipment - 8 units to be achieved

Candidates must achieve all FOUR core units and ALL the units in their chosen occupation
route.

Core units

301 Ensure safe site working (NET Unit 18)


302 Diagnose and correct electrical faults (NET Unit 54)
303 Provide technical and functional information (NET Unit 70)
304 Maintain a safe and healthy working environment (NET Unit 81)

Occupation route units

Electrical Installation (Buildings & Structures)


305 Prepare to install wiring systems, wiring enclosures and equipment (NET Unit 20)
306 Install wiring systems, wiring enclosures and equipment (NET Unit 23)
307 Connect wiring systems and equipment using safe and approved methods (NET Unit 41)
308 inspect, test and commission an electrical installation (NET Unit 45)

Electrical Maintenance
309 Prepare to maintain electrical systems and equipment (NET Unit 24)
310 Maintain electrical systems and equipment (NET Unit 40)
311 Inspect, test and commission maintained electrical systems and equipment (NET Unit 50)

Installing Instrumentation & associated equipment


312 Prepare to install instrumentation and associated equipment (NET Unit 14)
313 Install instrumentation and associated equipment (NET Unit 15)
314 Connect, inspect and test instrumentation and associated equipment (NET Unit 42)

Installing Public Lighting & Associated Equipment


315 Prepare to work on public lighting systems and equipment (NET Unit 60)
316 Install and connect public lighting systems and equipment (NET Unit 61)
317 Inspect and test public lighting systems and equipment (NET Unit 63)
318 Carry out emergency work on public lighting systems and associated equipment (NET
Unit 64)

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1.6 Level 3 NVQ in Electrotechnical Panel Building

Candidates must achieve all SEVEN mandatory units.

Mandatory units

319 Ensure safe working practices for panel building (NET Unit 18a )

320 Prepare to build panels (NET Unit 22)

321 Build panels using safe and approved methods (NET Unit 27)

322 Carry out inspection and testing of panels (NET Unit 46)

323 Diagnose and Correct Faults in Panels (NET Unit 54a)

324 Provide technical and functional Information to relevant people (NET Unit 70a)

325 Maintain a healthy and safe working environment (NET Unit 81a)

1.7 Level 3 NVQ in Electrical Machine Repair and Rewind

Candidates must achieve all SEVEN mandatory units

Mandatory units

326 Ensure safe working practices for electrical machine repair and rewind (NET Unit 18d)

327 Prepare electrical machines for repair (NET Unit 25)

328 Rewind electrical machines (NET Unit 26)

329 Repair electrical machines (NET Unit 28)

330 Assemble, inspect and test repaired electrical machines (NET Unit 39)

331 Provide technical and functional information to relevant people (NET Unit 70d)

332 Maintain a healthy and safe working environment (NET Unit 81d)

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1.8 Electrotechnical Sector Progression Routes
Occupational Relevant NQF
Roles Qualifications Level

Director Chartered Engineer 5


Senior manager Higher Hons/Hons Degree
Senior engineer Bachelors Degree/Certificate
E
N
T
R
A
N Project/Contract Manager Management N/SVQs
T Technician Engineer Incorporated engineer
S Sales Engineer City & Guilds Higher level qualifications 4
Estimator Training & Development N/SVQ
Site/Workshop Manager Business-improvement techniques NVQ
W
Commercial Manager Associated N/SVQ 4 (s)
I
T
H

P
R ELECTROTECHNICAL Electrotechnical AMA
I OPERATIVE City & Guilds 2320: Electrical/Electronic Engineering
O * Installation Electrician [ES] City & Guilds 2350: Electrical Installation Engineering
R * Maintenance Electrician [ES] City & Guilds 2360 Part 2: Electrical Installation
*Instrumentation Electrician [ES] N/SVQ 3: Electrotechnical Services [ES] 3
*Public Lighting Electrician [ES] N/SVQ 3: Electrotechnical Panel Building
E *Electrotechnical Panel Builder N/SVQ 3: Electrical Machine Re-wind & Repair
X *Electrical Machine Re-winder
P
E
R
I
E
N
C Semi-skilled Electrotechnical FMA 2
operative/installer City & Guilds 2360 Part 1: Electrical Installation
E
(Subject to occupation) NVQ 2: Installing Electrotechnical Systems
&

Q
U
A
L
I 1
F Useful pre- entry
qualifications GCSE Engineering
I
(Not a requirement) GCSEs Maths; English; Science Subjects N/A
C GNVQ Engineering
A
T
I
O
N ENTRY LEVEL
S

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Section 2 – Assessment requirements
Assessment Guidance for Level 3 Electrotechnical NVQs:
• Electrotechnical Services (Installation – Buildings & Structures; Installing
Instrumentation & Associated Equipment; Electrical Maintenance; Installing Highway
Electrical Systems & Associated Equipment)
• Electrotechnical Panel Building
• Electrical Machine Rewind & Repair

Assessment must be carried out in accordance with the requirements of the Sector
Skills Council for Building Services Engineering SummitSkills. The information which
follows is developed from the ‘Assessment Strategy for Electrotechnical N/SVQs as
amended June 2004.

2.1 Introduction
SummitSkills as the Sector Skills Council for Building Services Engineering has developed an
assessment strategy for the electrotechnical industry so that the requirements for the
assessment of competence can be directly related to the national occupational standards
which make up the above NVQs.
The information below is intended to provide approved users of the NVQs with a consistent
and standard approach to assessment. This includes the component parts of the assessment,
recording systems and quality assurance. It also takes account of the differing backgrounds
and experiences of those working in the sector and how this assessment strategy is to be
applied. The SSC recognised that the level and amount of assessment required can vary
according to the occupational role and experience of the candidate. In order to assist centres
with the application of this three assessment categories have been identified
New Entrant
Practising Operative
Occupational Enhancement
Further details in respect of the assessment requirements for each are contained in the
Appendix to this section.
The assessment strategy sets out external quality control through the use of Practical
Performance Assessment (PPA), assessment within the workplace, requirements for
assessors and verifiers and guidance on implementation. In order to obtain an NVQ a
candidate must satisfy the components parts of the assessment.
The components of the Electrotechnical assessment are:

1 Practical Performance Assessment (PPA) in an independent assessment structure for


the key safety-critical aspects relevant to the identified national occupational standard
being assessed which includes approved independent assessment of ‘Applied
Knowledge’. (the only exception to this is where Practicing Operatives can provide
suitable evidence)

2 The assessment of job knowledge using an externally set of guided written


assessments and/or assignments which are objectively marked. (This requirement
would be met by achievement of a vocational qualification such as the technical
certificate.)

3 Evidence from the workplace that demonstrates the candidate’s competence in the
non safety-critical aspects of the national occupational standards.

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Practical Performance Assessment (PPA) and assessment of ‘Applied Knowledge’ will be
carried out in an independent assessment structure, which will provide the conditions for these
activities to take place. These activities will relate to the key safety-critical aspects of the
relevant national occupational standards.
SummitSkills has set criteria for the conditions for an independent assessment
structure which must be approved by SummitSkils. Information on this can be
obtained from SummitSkills

Job Knowledge is assessed using an externally set of guided written assignments or


assessments used to ensure objectively marked results and which must reflect the job
knowledge requirements of the occupational standards being assessed. These assignments
or assessments should relate to vocationally related taught qualifications, in part or whole,
endorsed by SummitSkills.

For all units performance must be assessed using evidence sourced from the workplace. The
quality of evidence collected for those non safety-critical aspects must be sufficient, current
and valid. Evidence from the workplace, including direct observation will demonstrate
competence against the standards. Guidance for this is provided through Evidence Profiles
(see below) which are available for each unit and which detail the scope and source. For the
non safety critical units it will be necessary to provide evidence over three occasions. Key
safety critical units require two such occasions and success in the PPA.
Evidence and assessment planning must also demonstrate a candidate’s maturity in terms of
competence and experience relevant to the level of national occupational standard being
assessed, particularly for the key safety-critical aspects of the national occupational standards
The totality of evidence will consist of evidence sourced from the workplace, plus
evidence from an independent assessment structure for the key safety-critical aspects
of the national occupational standards (PPA) and underpinning knowledge.

2.2 External quality control


The SSC recognises that the industry cannot afford for candidates to make mistakes in key
safety critical and technically critical aspects within the workplace. Similarly it is not always
possible for candidates to have the opportunities to gain sufficiency and quality of evidence for
these aspects. In order to ensure that the system produces candidates with valid, reliable and
quality assured evidence of their competence the Sector Skills Council (SSC) requires all
candidates performance and knowledge be assessed within the key safety critical aspects
and where appropriate relevant technically critical aspects.
These aspects are identified below.
The key safety critical aspects of the qualification are
• inspection testing and commissioning
• safe isolation
• aspects of health and safety including risk assessment
• diagnosing and correcting electrical faults
The technically critical aspects of the qualification are
• termination of cables, conductors and cable carriers
• application and connection of electrotechnical wiring systems and equipment
• interpretation of technical specifications and diagrams/drawings
Therefore to provide external quality control SummitSkills has developed the independent
assessment structure, Practical Performance Assessment (PPA) to provide for this by means

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of simulated conditions. This aspect of the assessment strategy is controlled and monitored by
SummitSkills. All details of the specification and approval criteria must be obtained from
SummitSkills.

The independent assessment structure will provide facilities for activities using tools and
equipment which model those found in the real workplace. The structure will also facilitate
assessment of the candidates’ ability to apply knowledge to the practical work (‘Applied
Knowledge’) that they are being asked to do. This will most likely be by approved forms of
questioning. Therefore, the independent assessor will be assessing both the candidate's skill
and knowledge.

The assessment undertaken through the PPA is an additional measure of the assessment
within the units. Evidence of closely supervised experience of the candidate’s involvement
with the identified key safety-critical aspects and technically–critical aspects of the
National Occupational Standards in the workplace must pre-support their assessment in the
PPA.

2.3 Evidence Specification

As with all NVQs competent performance must be demonstrated consistently and supported
by evidence from a variety of sources. To provide an audit trail to support this each unit has an
Evidence Profile. Each profile sets out the performance objectives which must be met, the
source of the evidence taken from the ‘Key Words and Phrases’ and the scope of the
evidence, i.e. how many wiring systems.

All performance objectives identified in the Evidence Profile for each unit must be assessed.
The ‘Scope of Evidence’ defines the minimum number of items from the ‘Source of Evidence’.

Subject to the performance evidence being assessed, typically in the form of observation,
witness testimony, or products of work as detailed in the Assessment columns of the Evidence
Profile it is recommended that three pieces of evidence should be provided. The Evidence
Profile provides for this with three columns, assessment 3 will be evidence sourced from the
workplace or for the safety critical features by Practical Performance Assessment (PPA), as
indicated in the Evidence Profile.

Where performance evidence is not available for the Sources not identified within the ‘Scope‘,
alternative evidence must be provided which shows that the whole of the range has been
assessed. This should be in the form of candidate reports, or written log supported by oral or
written questioning.

Performance evidence assessed by a PPA must be pre-supported by a workplace


‘Endorsement Visit’.

The amount and level of the evidence will depend on the particular assessment category so it
is important to relate this with the additional information provided in the Annex to this section.

2.4 A summary of the Electrotechnical assessment strategy:

In summary, practical performance assessment (PPA) and assessment of ‘Applied


Knowledge’ will be carried out in an independent assessment structure, which will provide the
conditions for these activities to take place. These activities will all relate to key safety-critical
aspects of the relevant national occupational standards.

In addition, SummitSkills requires that job knowledge is assessed using an externally set of
guided written assignments or assessments used to ensure objectively marked results and
which must reflect the job knowledge requirements of the occupational standards being

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assessed. These assignments or assessments could relate to vocationally related
qualifications, in part or whole, approved by SummitSkills.

The requirements to meet the outcomes of the Electrotechnical assessment strategy


are:

1 Practical Performance Assessment (PPA) in an independent assessment structure for


the key safety-critical aspects relevant to the identified national occupational standard
being assessed and independent assessment of ‘Applied Knowledge’ relevant to
identified national occupational standards.

2 The assessment of job knowledge using an externally set of guided written


assessments and/or assignments which are objectively marked.

3 Evidence from the workplace that demonstrates the candidate’s competence in the
non safety-critical aspects of the national occupational standards.

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2.5 Unit assessment requirements

PPA &
Unit number and title Workplace
workplace
301 Ensure safe site working (NET Unit 18) Y
302 Diagnose and correct electrical faults (NET Unit 54) Y
303 Provide technical and functional information (NET Unit 70) Y
304 Maintain a safe and healthy working environment (NET Unit 81) Y
305 Prepare to install wiring systems, wiring enclosures and equipment Y
(NET Unit 20)
306 Install wiring systems, wiring enclosures & equipment (NET Unit 23) Y
307 Connect wiring systems and equipment using safe and approved Y
methods (NET Unit 41)
308 Inspect, test and commission an electrical installation (NET Unit 45) Y
309 Prepare to maintain electrical systems & equipment (NET Unit 24) Y
310 Maintain electrical systems and equipment (NET Unit 40) Y
311 Inspect, test and commission maintained electrical systems and Y
equipment (NET Unit 50)
312 Prepare to install instrumentation and associated equipment (NET Y
Unit 14)
313 Install instrumentation and associated equipment (NET Unit 15) Y
314 Connect, inspect and test instrumentation and associated Y
equipment (NET Unit 42)
315 Prepare to work on public lighting systems and equipment (NET Y
Unit 60)
316 Install and connect public lighting systems and equipment (NET Y
Unit 61)
317 Inspect and test public lighting systems and equipment (NET Unit Y Y
63)
318 Carry out emergency work on public lighting systems and Y
associated equipment (NET Unit 64)
319 Ensure safe working practices for panel building (NET Unit 18a ) Y
320 Prepare to build panels (NET Unit 22) Y
321 Build panels using safe and approved methods (NET Unit 27) Y
322 Carry out inspection and testing of panels (NET Unit 46) Y
323 Diagnose and correct faults in panels (NET Unit 54a) Y
324 Provide technical and functional information to relevant people Y
(NET Unit 70a)
325 Maintain a healthy and safe working environment (NET Unit 81a) Y
326 Ensure safe working practices for electrical machine repair and Y
rewind (NET Unit 18d)
327 Prepare electrical machines for repair (NET Unit 25) Y
328 Rewind electrical machines (NET Unit 26) Y
329 Repair electrical machines (NET Unit 28) Y
330 Assemble, inspect & test repaired electrical machines (NET Unit 39) Y
331 Provide technical and functional information to relevant people Y
(NET Unit 70d)
332 Maintain a healthy and safe working environment (NET Unit 81d) Y
2.6 Assessor and verifier requirements

All assessors and verifiers should be able to show that they possess formal recognition of
achievement of the appropriate assessment and verification units of competence, the A and V
units (or the previous D units), or show that they are working towards achieving these units of
competence. In addition, Summitskills also requires that assessors and verifiers have

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occupational experience, as explained below, regardless of which Electrotechnical NVQ/SVQ
they are assessing or verifying.

Both Assessors and Internal Verifiers must:

• possess a qualification relevant to the occupation and level of competence being


assessed
• be at least 25 years old with a minimum of three years' experience as a qualified
operative/ practitioner in the electrotechnical sector
• possess a current health and safety qualification; for example, IOSH Working Safely
certificate or an approved equivalent.

External Verifiers must:

• have had relevant experience of occupational assessment.

Additionally SummitSkills recommends assessors and verifier also have the following:

• a thorough understanding of the national occupational standards for electrotechnical


qualifications.

• knowledge of current practice and emerging issues in the qualification area

• experience and a working knowledge of the operation and assessment processes


specifically for Electrotechnical NVQs/SVQs.

2.7 Use of the national occupational standards

It is the responsibility of assessment centres to ensure that all assessors are using currently
accredited national occupational standards

All candidates being assessed should understand the national occupational standards to
which they are being assessed in terms of the relationship with the qualification, relevant
grading structures, technical competence and job roles/responsibilities

Where assessors or verifiers believe that the national occupational standards could be
reviewed to make them easier to understand or easier to assist in the assessment process,
they have a responsibility to contact SummitSkills and suggest the change in wording.

2.8 Access to assessment

There are no entry qualifications or age limits required for these awards unless this is a legal
requirement of the process of the environment.

Assessment is open to any candidate who has the potential to reach the standards laid down
for this qualification.

Aids or appliances which are designed to alleviate disability may be used during assessment
providing they do not compromise the standard required.

2.9 Further guidance


Further guidance to general procedures for the assessment of NVQs and sample recording
forms is found in the N/SVQ Centre Guide (stock reference EN-11-0001)

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Appendix 1 Level 3 National Occupational Standards
assessment routes
The component parts of the assessment strategy must be applied to each assessment
route accordingly.

1 ASSESSMENT ROUTE: New Entrant

A New Entrant is a NVQ/SVQ candidate who has undertaken or is undertaking a learning and
assessment programme with no experience in the Electrotechnical Industry. Therefore
evidence of their competence against the relevant National Occupational Standards (NOS)
must be demonstrated using the listed assessment instruments:

1. Evidence sourced from the workplace, including direct observation as relevant, that
demonstrates the candidate’s competence in non safety–critical, key safety-critical and
technically-critically aspects of the relevant NOS

2. Practical Performance Assessment in an “Independent Assessment Structure” (See


above) of the key safety-critical aspects of the NOS and approved independent
assessment of “Applied Knowledge”

3. The assessment of job knowledge using SummitSkills approved externally set guided
written assessments and assignments which are objectively marked.

2. ASSESSMENT ROUTE: Practising Operatives

Practising Operatives are individuals who are working in the industry, and although competent
have no formal recognition of their occupational competence. Evidence of their competence
against the relevant National Occupational Standards can be demonstrated using, as
appropriate, the listed assessment instruments and/or formal evidence of skill/knowledge:

1 Evidence sourced from the workplace, including direct observation as relevant, that
demonstrates the candidate’s competence in non safety-critical, key safety-critical and
as appropriate, technically-critically aspects of the relevant NOS.
.

2 Practical Performance Assessment in an “Independent Assessment Structure”


of the key safety-critical and, as appropriate, technically-critical aspects of the relevant
NOS only where this cannot be demonstrated using evidence sourced from the
workplace .

3 Evidence of qualifications, which reflect the job knowledge requirements of the relevant
NOS and/or the assessment of job knowledge. This should include examples of
relevant qualifications such as the IEE Wiring Regulations.

NB Evidence of competence in the safety-critical and technically-critical aspects


of the NOS sourced from the workplace must not be more than 24 months old.

3 ASSESSMENT ROUTE: Occupation Enhancement

This assessment route is for individuals who have been in an occupational role such as
electrotechnical operatives on oil rigs or in the armed forces and are seeking to obtain an
electrotechnical NVQ as their occupational role could not provide the opportunities to acquire

15
sufficiency and quality of evidence for all the key safety-critical and technically-critical
aspects of the relevant NOS. In these circumstances enhanced assessment must be
undertaken to demonstrate their competency meets the requirements of the relevant NOS:

1 Evidence sourced from the workplace, including direct observation as relevant, that
demonstrates the candidate’s competence in non safety–critical, key safety-critical and
technically-critical aspects of the relevant NOS.

2 Practical Performance Assessment in an “Independent Assessment Structure” (above)


of the key safety-critical and technically critical aspects of the relevant NOS which
cannot be demonstrated using evidence from the workplace and the independent
assessment of “Applied Knowledge”

3 Evidence of qualifications, approved by SummitSkills, which reflect the job knowledge


requirements of the relevant NOS and/or the assessment of job knowledge.

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Appendix 2 Assessor Guidance
This part of the guide has been introduced to enable assessors to have a clear indication of
the evidence requirements of the Level 3 NVQ awards. The first section of the guide includes
materials that were first produced as part of the awarding body guidance when the award was
first accredited with QCA. Since this time the Sector Skills Council (SSC) SummitSkills has
revised the assessment strategy that defines three specific routes for the assessment of
skilled operatives. These routes are the new entrants (someone who has never worked in the
industry before, as an example an apprentice), the practising operative (for example those
working in the industry today but who do not have current recognition of their skills) and
occupational enhancement (as example some one leaving the military). The guide explains in
detail the assessment requirements for each of these routes.

In producing this guide the awarding body has taken into account the advantages offered by
digital assessment techniques, such as digital cameras, digital recorders, PDAs and digital
pens along with traditional paper assessment. In doing so it has also provided guidance on
how holistic assessment methods can reduce assessment requirements in portfolio
production. In addition guidance is produced that confirms that assessment planning is a
mandatory requirement for all awards and completed by all assessors. Evidence of which
must be produced for both IV and EV procedures.

Initial assessment and assessment planning

Initial assessment
It is good practice for all candidates to receive an initial assessment at the very start of their
NVQ. The results of the initial assessment can be used to identify the correct point at which a
candidate starts the assessment. Subsequently, the results of initial assessments should also
be used to inform the overall training and assessment plan for each individual candidate.

Assessment Planning
Following initial assessment the candidate should be provided with an individual assessment
plan. Every NVQ portfolio should reflect the individual candidate’s 'unique' opportunities to
collect and present appropriate evidence. This varied and individual package of evidence is
what the assessor can then use to form the basis of an assessment decision. An assessment
centre should show how it currently demonstrates that candidates receive an initial
assessment prior to starting the qualification.

The information below relates to the three routes, it offers tabular assessment guidance for
each unit detailing both keywords and performance objectives. These were previously
provided with the introduction to the Level 3 qualification along with copies of the NOS. The
evidence exemplar for the one of the units, is provided, this details the type of evidence that
could be provided and how they relate to both keywords and performance. Guidance in terms
of knowledge evidence is also detailed within this introduction.

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Evidence Requirements
The New Entrant
For the purposes of this guidance it should be noted that new entrants to the industry are not
just young apprentices they may also include adults who are new to the industry and therefore
subject to the same assessment requirements, as they are both new to the electro-technical
industry and have no previous experience to offer as evidence.

The evidence requirements for the new entrant will be derived primarily from the use of
observation and evidence sourced from the work place. Questioning of candidates completed
by assessors will support the evidence gained from workplace. When carrying out direct
observation in the workplace the assessors should document the visits by the use of
photographic evidence from the workplace. In order to demonstrate consistent competent
performance a minimum of three different evidence examples will be required. The awarding
body has made recommendations that the observation should be used to ensure that
candidates are ready and capable of assessment under the controlled conditions of the PPA
test.

The knowledge assessment requirements of the new entrant will be satisfied by using
approved externally set guided written assessment such as the 2330 certificate in electro
technical technology, as well as pertinent supplementary questioning of evidence sourced
from the workplace.

The Practising Operative


A practising operative defines individuals who are working in the industry and although
competent have no formal recognition of their occupational competence. The candidate is
required to produce evidence a minimum of three pieces of evidence within each unit to
demonstrate competence against the all units required for the award. There is no specific
requirement for the candidate to be assessed on site by observation, however an assessor
may wish to use evidence by observation in certain employment circumstances e.g. self
employed. In addition the practising operative is not required to undertake the PPA test
provided all acceptable evidence submitted for assessment is less than 2 years old. It is
expected that assessment of all written materials will be validated by questioning of the
candidate, and those employers or clients for whom the candidate has worked or is working.

With reference to job knowledge, the candidate would be expected to provide evidence of
qualifications which reflect the requirements of the job knowledge of the qualification and in
addition satisfy the assessor of their current understanding of technology and working
practice, this may require the assessor to carry out supplementary questioning.

The Enhancement route


The candidate following the enhancement route is one who would already be able to generate
evidence against his/her existing experience in the industry and so is more likely to be able
use evidence from the mandatory units from previous experience and so only need to
generate evidence from the optional units remaining from the new set of units required for
enhancement. This will normally mean that they would be subject to the same requirements
for assessment as the new entrant.

Assessment principles

This section is intended to set out how the various forms of evidence should be used within
the assessment of the level 3 NVQ (2356). A format has been produced which sets out these
principles and provides an audit trial for candidates, assessors and verifiers. An evidence
profile has been produced for each unit. An example of this grid is noted for unit 302 for each
route.

18
Performance objectives
All performance objectives must be achieved. The grid defines the amount of evidence and
scope of evidence required. This would include evidence sourced by the use of observation,
questioning and the use of product evidence accordingly.

Performance evidence
The scope and source of evidence of performance are indicated in the grid of the award,
defined by the tables following this introduction, they are defined by the scope of the unit in
terms of how many of a particular unit are required.

Knowledge evidence
Knowledge evidence will be provided by the primary use of current and past certification of
relevant awards.

Observation
It is recommended that when observing candidates in the workplace the holistic assessment
process should be used, gathering evidence for several units as appropriate will link relevant
units together. When completing assessment in the workplace the assessor should also use
photographic evidence of the candidate completing the observed work. At the same time
assessment should also include questioning of the candidate which may include
supplementary job knowledge. For the avoidance of doubt, observation on site means on
observation of competent performance, not attendance to observe a candidate working badly.

For new entrants and those following the enhancement route there would be a single
observation in the workplace completed prior to the PPA test. Observation of practising
operatives may be used to verify performance evidence provided by the candidate.

Oral and Supplementary questioning


Oral questioning of the candidates will be used to fill gaps in the assessment process. The use
of oral questioning and supplementary questioning would not be sufficient to complete the
assessment of a unit. The use of digital recording of the questions is recommended as this
would add to the validity of the assessment process. When it is not possible to observe a
candidates work then it is a requirement that the outstanding performance outcomes are
covered by assessment using supplementary questioning.

Product evidence
Product evidence such as drawings, distribution board charts, specifications, evidence may be
used to confirm the assessment requirement within the performance requirements of the
awards.

Witness testimony
The use of witness testimony is a valid form of assessment within the level 3 awards. The
assessment system used shall provide a method of checking who the witness is for the
candidate. It shall be possible for the assessor to contact the witness to confirm the work and
competence of the candidate.

PPA
Success in the PPA test is a mandatory requirement for the award of the NVQ. However there
can be exemption for practicing operatives subject to the assessor confirming the candidates
meet the criteria under that route.

19
EVIDENCE PROFILE
UNIT 302 DIAGNOSE AND CORRECT FAULTS IN ELECTROTECHNICAL SYSTEMS AND EQUIPMENT

3 5 EVIDENC
EVIDENC

4 SOURCE OF EVIDENCE E REF


SCOPE

New Entrants
OF

Switchgear/Panels
Method Statement
Lighting & control

High Rest. Joints


LV Single-phase

Incomplete rings

Control Systems

Evidence 1

Evidence 2

Evidence 3
Sensitive RCDs

Permits to work

Electrical Plant
Earth Leakage

Safe Isolation
Open Circuits

Short circuits

Components
Multi-phase

Luminaires
PERFORMANCE OBJECTIVES
Overload
Power

PPE
ELV

E E E 1. You obtain clear and detailed information about the PPA


1 3 2 faults including the system specification relating to the SD1 Pro1
electrotechnical systems and equipment Q1 Q2
electrical
systems

2. You advise the relevant people clearly & accurately SD1 PPA
Three

about the potential disruption and consequences of Q1 Q2


carrying out a diagnosis and correction of faults
E E E 3. You agree the appropriate repairs and their SD1 WT PPA
Three electrical

1 2 3 implications with the relevant people in accordance with Q1


E organisational procedures
1 4. You conduct an assessment of safe working practices SD1 WT PPA
and perform suitable tests on the installed Q1 Q2
faults

electrotechnical systems and equipment, safely to identify


the fault
E E E 5. You follow the correct procedures for carrying out a SD1 WT PPA
3 1 2 safe and secure isolation where required, before Q1 Q2
systems of

diagnosing and correcting the fault


Two safe

6. You follow correct procedures when rectifying the SD1 WT PPA


work

fault, including using the appropriate tools, equipment and Q1 Q2


materials
E E E 7. Where the fault cannot be corrected immediately, you SD1 WT PPA
1 2 1 leave the electrotechnical systems and equipment safe in Q1 Q2
accordance with industry regulations
8. You inspect & test that the repaired electrotechnical SD1 PPA
Three types of

systems and equipment are functioning in accordance Q1 Pro 1


equipment

with relevant Industry Standards and specifications


9. You inform the relevant people about the test results SD1 Pro 1 PPA
and complete the documentation clearly and accurately Q1

20
EVIDENCE PROFILE
UNIT 302 DIAGNOSE AND CORRECT FAULTS IN ELECTROTECHNICAL SYSTEMS AND EQUIPMENT

6 8 EVIDENC
EVIDENC

7 SOURCE OF EVIDENCE E REF


SCOPE

Practising Operatives
OF

Switchgear/Panels
Method Statement
Lighting & control

High Rest. Joints

Evidence 1

Evidence 2
LV Single-phase

Incomplete rings

Control Systems
Sensitive RCDs

Permits to work

Electrical Plant
Earth Leakage

Evidence 3
Safe Isolation
Open Circuits

Short circuits

Components
Multi-phase

Luminaires
Overload PERFORMANCE OBJECTIVES
Power

PPE
ELV

E E E 1. You obtain clear and detailed information about the


1 3 2 faults including the system specification relating to the SD1 Pro1 Pro2
electrotechnical systems and equipment Q1 Q2 Q3
electrical
systems

2. You advise the relevant people clearly & accurately SD1


Three

about the potential disruption and consequences of Q1 Q2 Q3


carrying out a diagnosis and correction of faults Pro 3
E E E 3. You agree the appropriate repairs and their SD1 WT WT2
Three electrical

1 2 3 implications with the relevant people in accordance with Q1


E organisational procedures
1 4. You conduct an assessment of safe working practices SD1 WT WT
and perform suitable tests on the installed Q1 Q2 Q2
faults

electrotechnical systems and equipment, safely to identify


the fault
E E E 5. You follow the correct procedures for carrying out a SD1 WT WT
3 1 2 safe and secure isolation where required, before Q1 Q2 Q2
systems of

diagnosing and correcting the fault


Two safe

6. You follow correct procedures when rectifying the SD1 WT WT


work

fault, including using the appropriate tools, equipment and Q1 Q2 Q2


materials
E E E 7. Where the fault cannot be corrected immediately, you SD1 WT WT
1 2 1 leave the electrotechnical systems and equipment safe in Q1 Q2 Q2
accordance with industry regulations
Three types of

8. You inspect & test that the repaired electrotechnical SD1


equipment

systems and equipment are functioning in accordance Q1 Pro 1 Pro 4


with relevant Industry Standards and specifications
9. You inform the relevant people about the test results SD1 Pro 1 Pro 4
and complete the documentation clearly and accurately Q1

21
Evidence Key for New entrants

Evi ref Description for unit 302

PPA The candidate has completed the PPA test successfully and the certificate from
the test fulfils the evidence requirements for one occasion
E1E2 These detail on which evidence occasion the evidence matching to the scope was
E3 produced. These could be produced on more than one occasion
SD1 The candidate has completed entries into a site diary log sheet which details
his/her action in respect of the performance required
Q1 Questions asked of the candidate on audio file which detail questions about fault
finding procedure and back up the site diary report.
Q2 Audio file of questions to supervisors about how the candidate has dealt with the
fault finding process
WT Written/oral witness testimony

Pro 1 Product evidence picture of the test results for the fault circuit

Pro 2 Product evidence picture from site of faults found

Evidence Key for Practising Operatives


Evi ref Description for unit 302

E1E2 These detail on which evidence occasion the evidence matching to the scope was
E3 produced. These could be produced on more than one occasion
SD1 The candidate has completed entries into a site diary log sheet which details
his/her action in respect of the performance required
Q1 Questions asked of the candidate on audio file which detail questions about fault
finding procedure and back up the site diary report.
Q2 Audio file of questions to supervisors about how the candidate has dealt with the
fault finding process
Q3 Audio file of questions to the candidates about how the candidate has dealt with
the fault finding process on a second occasion
WT Written/oral witness testimony

Pro 1 Product evidence picture of the test results for the fault circuit

Pro 2 Product evidence picture from site of faults found

Pro 3 Product evidence picture of a job report for the company

Pro 4 Product evidence picture from test results after fault finding on the circuits.

22
National Occupation Standards
Level 3 NVQs in Electrotechnical services

Units 301-318

Supplied by NET

23
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24
Level 3 NVQ in Electrotechnical
Services

Units 301-318

25
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26
UNIT 301 (NET Unit 18): Ensure safe site working

UNIT OVERVIEW

This unit is for:

you if you work on electrotechnical systems and equipment as you will need to
ensure that where you work on site is continually safe for electrotechnical working

This unit is about:

assessing the site for hazards prior to, during and on completion of work on
electrotechnical systems and equipment

This is what you need to show:

you need to show that you possess the skills and knowledge to:

• assess the working environment at the site for health and safety purposes
• plan and agree a safe system of work
• carry out safe working practices including the correct use of access equipment
• monitor that the site remains continually safe during working and is left in a safe
and secure condition on completion

What you need to do next:

look at the ‘Key Words and Phrases’ section. This explains some words and phrases,
which have been used in this unit, and will help you understand it more easily.

27
UNIT 301 (NET Unit 18): Ensure safe site working

KEY WORDS AND PHRASES

Access equipment: In this unit these include: stepladders, trestles, mobile


scaffolding, and powered platform systems.
Electrotechnical In this unit, this includes: ELV and LV single and multiphase,
systems and power, lighting, switchgear and controls
equipment:
Relevant person (s): In this unit these include: customers, clients, client
representatives, team-leaders, charge-hands, supervisors, other
contractors, non-electrotechnical operatives, colleagues or those
working on machinery which will be affected by your work
Safe system of In this unit, this refers to a system of work which will include
work: procedures such as safe isolation, permits to work, wearing
personal protective equipment and other procedures, as
appropriate, identified during an assessment of risks. The
system of work may take the form of a method statement
Site: In this unit, this refers to the immediate work area or work place
Working conditions: In this unit, this refers to the working conditions which exist at
that point in time when the electrotechnical work activities are
due to take place. The working conditions could vary. It could
be, for example, that the work takes place outside, in which case
you may need to take account of the weather conditions. Or,
they could include other (non-electrical) operatives who come
onto the site to start their work - their subsequent activities may
cause the site to become hazardous.

28
UNIT 301 (NET Unit 18): Ensure safe site working

PERFORMANCE OBJECTIVES

You must ensure that:

1. you carry out an assessment of risks on the site to comply with health and safety
regulations and other relevant legislation

2. you plan a safe system of work and agree it with the relevant person(s)

3. you use suitable warning notices and barriers to prevent unauthorised entry to the work
site as identified by your assessment of risks

4. you monitor regularly that the working conditions remain safe for work to continue

5. you minimise the risks associated with using tools, plant and access equipment by
following health and safety requirements and suppliers' instructions

6. you check that all tools, plant and access equipment available on site are stored safely
and securely during work activities and are moved on completion

7. you check that the work site is cleared after the work ends and left in a safe and
satisfactory condition in accordance with health and safety regulations and good
housekeeping practice

29
UNIT 301 (NET Unit 18): Ensure safe site working

KNOWLEDGE REQUIREMENTS

In order to be able to ensure safe site practices when working on Performance


electrotechnical systems and equipment, you should know and objective no
understand the following aspects relating to

Health and Safety:


1. how to carry out an assessment of risks and plan a safe system of 1, 2, 3, 4
work with regard to:
• the site and the hazards it presents
• access to the immediate work site,
• others working at the site,
• systems and equipment integrity,
• the working conditions
2. the regulatory and your organisation’s requirements for correctly 5, 6
handling, using and storing tools, equipment, materials and access
equipment
3. when a site is safe 7
• for work to proceed
• for work to continue
• to leave when work finishes
4. the legal responsibilities for health and safety in accordance with all POs
current Health and Safety legislation, regulations and codes of
practice
5. the need for safety, welfare and access arrangements to be in force 3
at the site

Safe working on site:


6. assessing the suitability of the electrotechnical systems and 1
equipment for the working environment
7. the importance of ‘good housekeeping’ procedures in relation to site 7
working

30
UNIT 302 (NET Unit 54): Diagnose and correct faults in electrotechnical systems and
equipment

UNIT OVERVIEW

This unit is for:


you if you diagnose and correct faults in electrotechnical systems and equipment, and need to
take appropriate action.

This unit is about:


ensuring the safe identification of faults, and correcting the faults by using safe and approved
methods

This is what you need to show:


you need to show that you possess the skills and knowledge to:

• follow correct procedures in identifying the location of the fault


• carry out safe and secure isolation procedures
• diagnose the faults in the electrotechnical systems and equipment
• correct faults using safe and approved methods
• use test equipment and tools correctly

This is what you need to do next:

turn to the section on ‘Key Words and Phrases’. This explains how some words and phrases
have been used in this standard, and will help you understand it more easily.

KEY WORDS AND PHRASES

Safe system of In this unit, this refers to a system of work which will include
work: procedures such as safe isolation, permits to work, wearing
personal protective equipment and other procedures, as
appropriate, identified during an assessment of risks.

The system of work may take the form of a method statement


Faults: In this unit, faults on electrotechnical systems and equipment
may include: overload, earth leakage faults, open circuits,
short circuits, high resistance joints, incomplete circuits and
oversensitive/ non-performing protective devices
Connections: In this unit, this includes: the termination and connection of
wiring systems to electrotechnical systems and equipment,
ensuring that every joint and connection is mechanically and
electrically sound and suitable for use
Electrotechnical In this unit this includes: ELV and LV single and multiphase
systems and power, lighting, switchgear and controls.
equipment:
Electrotechnical In this unit this includes electrical plant, components, and
equipment: accessories, motors and starters, switchgear and distribution
panels, control systems and components, luminaries.
Industry Standards: These standards can include relevant British, European and
International Standards

31
UNIT 302 (NET Unit 54): Diagnose and correct faults in electrotechnical systems and
equipment

PERFORMANCE OBJECTIVES

You must ensure that:

1. you obtain clear and detailed information about the faults including the system
specification relating to the electrotechnical systems and equipment

2. you advise the relevant people clearly and accurately about the potential disruption and
consequences of carrying out a diagnosis and correction of faults

3. you agree the appropriate repairs and their implications with the relevant people in
accordance with organisational procedures

4. you conduct an assessment of safe working practices and perform suitable tests on the
installed electrotechnical systems and equipment, safely, to identify the fault

5. you follow the correct procedures for carrying out a safe and secure isolation, where
required, before diagnosing and correcting the fault

6. you follow the correct procedures when rectifying the fault, including using the appropriate
tools, equipment and materials

7. where the fault can not be corrected immediately, you leave the electrotechnical systems
and equipment safe in accordance with industry regulations

8. you inspect and test that the repaired electrotechnical systems and equipment are
functioning in accordance with the relevant Industry Standards and specifications

9. you inform the relevant people about the test results and complete the documentation
clearly and accurately.

32
UNIT 302 (NET Unit 54): Diagnose and correct faults in electrotechnical systems and
equipment

KNOWLEDGE REQUIREMENTS

In order to diagnose and correct faults in electrotechnical systems and equipment you should

know and understand the following aspects relating to:

Diagnosing and correcting faults: Performance


objective no.
1. the necessary information for carrying out a successful fault diagnosis 1
2. the implications for relevant parties of carrying out diagnosis and 2, 3
rectification of faults.
3. how to carry out an assessment of risks and plan a safe system of work 4
with regard to:
• access to the workplace,
• preventing unauthorised access,
• others working at the workplace,
• systems and equipment integrity,
• the working conditions and the working environment.
4. the correct sequence of tests for locating faults 4
5. the advantages and limitations of fault diagnosis techniques 4
6. the main types, advantages and limitations of test instruments 4
7. the correct procedures for a safe and secure isolation with regard to: 5, 7
• an assessment of safe working practice,
• correct identification of circuits to be isolated,
• correct test and proving instruments selected,
• use of correct testing methods, and
• correct selection of devices for securing isolation
8. the correct methods for checking that test instruments are functional 6
and in calibration
9. the methods and the correct procedures to follow for correcting faults 6
10. the main requirements and procedures for inspecting and testing 8
rectified electrotechnical systems and equipment installed equipment
11. organisational requirements with regard to informing relevant people 9
about the test results and completing all relevant documentation
Health and Safety

12. importance of using personal safety equipment and appropriate tools All POs
for specific jobs
13. the legal responsibilities for health and safety in accordance with All POs
current health and safety legislation, regulations and codes of practice
Principles and theory
14. The latest, relevant Industry Standards applicable to diagnosing and all POs
correcting faults in electrical systems and equipment

15. Where to find out about principles of electrical theory and installation all POs
techniques for diagnosing and correcting faults in electrical systems
and equipment

33
UNIT 303 (NET Unit 70): Provide technical and functional
information to relevant people about electrotechnical
systems and equipment
UNIT OVERVIEW

This unit is for:


you if you pass on technical or functional information relating to electrotechnical systems and
equipment on which you have been working.

This unit is about:


supplying technical and functional information accurately on appropriate occasions or at
handover with the right amount of detail bearing in mind the level of awareness of the recipient
of the information.

This is what you need to show:


you need to show that you possess the skills and knowledge to:

• identify who should receive such information and at what level of detail
• supply the information that is within your job capabilities and responsibilities
• pass on the necessary safety considerations in the correct manner

What you need to do next:


turn to the section on ‘Key Words and Phrases’. This explains how some words and phrases
have been used in this standard, and will help you understand it more easily.

34
UNIT 303 (NET Unit 70): Provide technical and functional
information to relevant people about electrotechnical
systems and equipment
KEY WORDS AND PHRASES:

Safe system of In this unit, this refers to a system of work which will include
work: procedures such as safe isolation, permits to work, wearing
personal protective equipment and other procedures, as
appropriate, identified during an assessment of risks.

The system of work may take the form of a method statement


Technical In this unit, this will include information covering installation
Information and equipment specifications, manufacturers' data and
instructions
Functional In this unit, this will include information covering user
Information instructions, including the circumstances when professional
expertise should be called upon
Relevant people: In this unit these will include: customers, clients, client
representatives, charge-hands, supervisors, other
contractors, colleagues, and those working on machinery
affected by your work.
Electrotechnical In this unit this includes: ELV and LV single and multiphase
systems and power, lighting, switchgear and controls.
equipment
Electrotechnical In this unit this includes electrical plant, components, and
equipment accessories, motors and starters, switchgear and distribution
panels, control systems and components, luminaries.

35
UNIT 303 (NET Unit 70): Provide technical and functional
information to relevant people about electrotechnical
systems and equipment
PERFORMANCE OBJECTIVES

You must ensure that:

1. you identify the relevant people that need to be supplied with technical and functional
information

2. you discuss, with the relevant people, their technical and functional information
requirements

3. you obtain current and relevant information from appropriate sources

4. you assess the nature and extent of information required by the relevant people in order
for the installation, or equipment, to be operated safely and effectively

5. you pass on the information in a timely, courteous and professional manner and in
accordance with organisational procedures

6. you provide written technical and functional information to the relevant people in
accordance with organisational procedures

7. you confirm that the relevant people receive the necessary health and safety information
and advice in the approved manner

36
UNIT 303 (NET Unit 70): Provide technical and functional
information to relevant people about electrotechnical
systems and equipment
KNOWLEDGE REQUIREMENTS

In order to provide technical and functional information to relevant people you should know
and understand the following aspects relating to:

Providing technical and functional information Performance


objective no
1. which situations warrant written technical and functional information 4, 6
2. methods of checking the relevant person’s understanding of the 1, 2
technical and non-technical information provided
3. sources of technical and functional information including the 3
manufacturer, supplier or own organisation
4. ways of checking the relevant people understand those aspects of the 7
information which have a bearing on health and safety
5. responsibilities and limitations in your job role with respect to supplying all POs
technical and functional information
6. organisational practice on the amount of information and detail that 5
individual members of the relevant person’s organisation are entitled to
receive
7. the importance of providing information clearly, courteously and 7
professionally
8. the safety implications and functional consequences of supplying all POs
inaccurate or incomplete information to the relevant person

Health and Safety

9. the need for up-to-date, reliable technical and functional information all POs
10. the legal responsibilities for health and safety according to current all POs
health and safety legislation, regulations, codes of practice

37
UNIT 304 (NET Unit 81): Maintain a healthy and safe working environment

UNIT OVERVIEW

This unit is for:


you whilst at work. The Health and Safety at Work Act, 1974, seeks to secure the health,
safety and welfare of people whilst they work and protect other people against risks to health
or safety arising from the activity of people at work.

Read ‘important note’ following overleaf:

This unit is about:


maintaining a healthy and safe working environment

This is what you need to show:


you need to show that you possess the skills and knowledge to:

• ensure that your own actions do not create any health and safety risks
• not ignore hazards with significant risk in your workplace,
• take sensible action to put things right

This is what you need to do next:


turn to the section on ‘Key Words and Phrases’. This explains how some words and phrases
have been used in this standard, and will help you understand it more easily.

38
UNIT 304 (NET Unit 81): Maintain a healthy and safe working environment

KEY WORDS AND PHRASES

The Health and Safety Executive (HSE) is the body appointed to support and enforce health
and safety law. They have defined two important concepts as follows:

Hazard ‘a hazard is something with potential to cause harm’

Risk ‘a risk is the likelihood of the hazard's potential being realised’

Emergencies this includes: fire, explosions, toxic atmosphere, electrical


shocks

Working conditions: This refers, to the working conditions which exist at that
point in time when the work is due to take place, but which
could vary. It could be, for example, that the work is to
take place outside, in which case you may need to take
account of the weather conditions. Or, perhaps other (non-
electrical) contractors come onto the site to start their work
- their subsequent activities may cause the site to become
hazardous.

Working environment: This refers to different types of the worksite where the
installation is to take place. These include: agricultural,
industrial, commercial sites, or confined spaces or working
near other machinery. The working environment is
something you would not be able to change.

Relevant people: These include: customers, clients, client representatives,


charge-hands, supervisors, other contractors, colleagues.

Working practices: This includes: activities, procedures, use of materials or


equipment and working techniques used in carrying out
your job.
Important Note:
According to the Health and Safety at Work Act:

Employers must safeguard so far as is reasonably practicable, the health, safety and
welfare at work of all the people who work for them and ‘other persons’. This applies in
particular to the provision and maintenance of safe plant and systems of work, and
covers all machinery, equipment and substances used.

Employees also have a duty under the Act to take reasonable care to avoid harm to
themselves or to others by their working practices, and to co-operate with employers
and others in meeting statutory requirements. The Act also requires employees not to
interfere with or misuse anything provided to protect their health, safety or welfare in
compliance with the Act.

39
UNIT 304 (NET Unit 81): Maintain a healthy and safe working environment

There is an array of health and safety regulations and codes of practice which affect people at
work. There are regulations for those who, for example, work with electricity, or work on
construction projects, as well as regulations covering noise at work, manual handling, working
with VDUs, or dealing with substances hazardous to health, etc. The specific requirements for
all or any of these can be obtained from HSE local offices.

The phrase ‘the legal responsibilities for health and safety as defined by any specific
legislation covering your job role’ is intended to relate to those specific pieces of legislation
important to your workplace and/or activities which you should be able to find out about.

The Health and Safety at Work Act 1974 is the main piece of legislation under which nearly all
the other regulations are made. It is for this reason that only this piece of legislation is
specifically referred to in this Unit.

40
UNIT 304 (NET Unit 81): Maintain a healthy and safe working environment

PERFORMANCE OBJECTIVES:

You must ensure that:

1. you identify which workplace health and safety procedures are relevant to your working
environment

2. you identify evacuation procedures and emergency exits before work commences

3. you review your working practices and your working environment for hazards which could
cause serious harm

4. you control those health and safety hazards within your capability and job responsibility
limits

5. you report those hazards which may present a high risk to the relevant persons
responsible for health and safety in the workplace

6. your personal conduct around the workplace does not endanger the health and safety of
yourself or other persons

7. you follow the workplace policies and suppliers' or manufacturers’ instructions for the safe
use of tools, plant and equipment

8. you follow agreed procedures in the event of an emergency

9. you follow correct procedures in the event of injuries to self and others

41
UNIT 304 (NET Unit 81): Maintain a healthy and safe working environment

KNOWLEDGE REQUIREMENTS:

In order to maintain a healthy and safe working environment you should know and understand
the following aspects relating to:

Health and Safety performance


objective no
1. your legal duties for health and safety in the workplace as defined 1
by the Health and Safety at Work Act 1974
2. your duties for health and safety as defined by any specific 1, 2
legislation covering your job role
3. what hazards may exist in your workplace 3
4. the particular health and safety risks which may be present in your 3
own job role
5. the importance of remaining alert to the presence of hazards in all POs
the whole work place
6. agreed workplace health and safety procedures 6, 7, 8, 9
• including site evacuation procedures
• and procedures for dealing with injured persons
• emergency procedures
7. responsibilities for health and safety in your job description 4
8. the responsible persons to whom to report health and safety 5
matters

42
UNIT 305 (NET Unit 20): Prepare to install electrical wiring systems, wiring enclosures
and equipment

UNIT OVERVIEW

This unit is for:

a person required to ensure that the necessary wiring systems, wiring enclosures and
equipment are appropriate for the installation, prior to the electrical installation work
taking place.

This unit is about:

ensuring that the wiring systems, wiring enclosures and equipment are suitable for
the installation.

This is what you need to show:

You need to show that you understand the application and the meaning of ‘fitness for
purpose’ of wiring systems, wiring enclosures and equipment. You will need to also
demonstrate that you understand the importance of making sure that the intended
installation matches the expectations of the relevant person. Also, you will need to
prove that you have confirmed that the wiring systems, wiring enclosures and
equipment you are going to install are suitable for the working environment where the
installation will take place.

This is what you need to do next:

Turn to ‘Key Words and Phrases’, which explains how some words and phrases
have been used in this unit, and will help you understand it more easily.

43
UNIT 305 (NET Unit 20): Prepare to install electrical wiring systems, wiring enclosures
and equipment

KEY WORDS AND PHRASES:

Wiring Systems: This includes: multi-core and single core cables with PVC,
XLPE or LSF insulation and sheathing, M I cables with or
without PVC/LSF sheathing and SWA cables with PVC,
XLPE or LSF insulation and sheathing

Wiring Enclosures: This includes: PVC and Steel Conduit, PVC and Steel
trunking, Cable tray and ladder systems, ducting systems

Electrical Equipment: This includes: electrical plant, components and


accessories, motors and starters, switch gear and
distribution panels, control systems and components,
luminaires.

Site Services: This includes: maintenance vehicles, water, gas services,


oil and air lines, air conditioning, alarms.

Working conditions: This refers, to the working conditions which exist at that
point in time when the installation is due to take place, but
they could vary. It could be, for example, that the
installation is to take place outside, in which case you may
need to take account of the weather conditions. Or,
perhaps other (non-electrical) contractors come onto the
site to start their work - their subsequent activities may
cause the site to become hazardous.

Working environment: This refers to different types of the worksite where the
installation is to take place. These include: domestic,
agricultural, industrial, commercial, or leisure sites. The
working environment is something you would not be able to
change. The type of worksite will determine whether the
working environment is hazardous which could affect the
type of equipment installed.

Relevant people: These include: customers, clients, client representatives,


charge-hands, supervisors, other contractors, colleagues.

44
UNIT 305 (NET Unit 20): Prepare to install wiring systems, wiring enclosures and
equipment

PERFORMANCE OBJECTIVES

You must ensure that

1. you confirm at the outset with the relevant person that your plans for the installation meet
their expectations,

2. you review the working environment and working conditions for any changes which might
impact on the installation due to take place,

3. you have wiring systems, wiring enclosures and equipment of the right type, amount and
size available to undertake the installation,

4. you confirm that the selected wiring systems, wiring enclosures and equipment are
compatible with all other available site services,

5. you confirm that:


• the wiring systems
• the wiring enclosures, and
• the equipment

are fit for purpose and meet the needs of the installation,

6. you seek confirmation that there are no hazards which could harm yourself or other people
within the building fabric prior to commencement of the installation

7. you use fixings which are fit for purpose and appropriate for the site structure and building
fabric,

8. you follow all appropriate manufacturers’ instructions for wiring systems, wiring enclosures
and equipment.

45
UNIT 305 (NET Unit 20): Prepare to install wiring systems, wiring enclosures and
equipment

KNOWLEDGE REQUIREMENTS

In order to prepare to install electrical wiring systems, wiring enclosures and equipment you
should know and understand the following aspects relating to:

Preparing to install Performance


Objective
number
1. contract responsibilities with respect to : 1
- agreeing variations to the installation outside the contract
- start and finish dates
- legal procedures
2. the common types, their advantages and limitations of wiring 3
systems, wiring enclosures and equipment
3. the materials which are recommended for use as electrical 2, 3, 5
conductors and insulators
4. how to calculate sizes and types of wiring systems, wiring 3
enclosures and equipment and the importance of making
calculations for this purpose
5. how to prepare a schedule of quantities of all materials 3
required for an electrical installation from customer
information, drawings or site visits
6. how to determine whether a wiring system, wiring enclosure 2, 3, 5
and equipment for installation in a particular environment is
suitable
7. how to interpret diagrams and drawings to find site services 4
and the planned location of the wiring systems, wiring
enclosures and equipment
8. how to determine the suitability of fixing methods to building 6, 7
fabric in the environment of the installation
Health and Safety
9. the effects of installing into unknown building fabric 6, 7
10. your legal responsibilities for health and safety as required all POs but in
by the Health and Safety at Work Act 1974 and the particular 2
Electricity At Work Regulations of 1989 appropriate to site
working
11. handling wiring systems, wiring enclosures and equipment in 8
the correct manner
Principles and theory
12 IEE wiring regulations as specified in the latest British all POs
Standard for Electrical Installations relevant to types and
uses of wiring systems, wiring enclosures and equipment

46
UNIT 306 (NET Unit 23): Install electrical wiring systems, wiring enclosures and
equipment

UNIT OVERVIEW

This unit is for:

a person required to carry out the installing of wiring systems, wiring enclosures and
equipment

This unit is about:

following the correct procedures for the installation of wiring systems, wiring enclosures and
equipment as specified.

This is what you need to show:

You need to show an understanding of:


- installing of wiring systems, wiring enclosures and equipment
- the methods for identifying and isolating electrical supply
- positioning and fixing components correctly
- those areas which have the potential to be hazardous

This is what you need to do next:

Look through the ‘Key Words and Phrases’, as they explain how some words and phrases
have been used in this unit, and will help you understand it more easily.

47
UNIT 306 (NET Unit 23): Install electrical wiring systems, wiring enclosures and
equipment

KEY WORDS AND PHRASES

Wiring Systems: This includes: multi-core and single core cables with PVC,
XLPE or LSF insulation and sheathing, M I cables with or
without PVC/LSF sheathing and SWA cables with PVC,
XLPE or LSF insulation and sheathing

Wiring Enclosures: This includes: PVC and Steel Conduit, PVC and Steel
trunking, Cable tray, basket and ladder systems, ducting
systems

Electrical Equipment: This includes: electrical plant, components and


accessories, motors and starters, switch gear and
distribution panels, control systems and components,
luminaires.

Site Services: This includes: maintenance vehicles, water, gas services,


oil and air lines, air conditioning, alarms.

Relevant people: These include: customers, clients, client representatives,


charge-hands, supervisors, other contractors, colleagues.

Means of isolation: This involves: ensuring the item or component is located


accessibly and is appropriate for the application whilst
having regard to the nature of the equipment and the
circumstances under which isolation may be required.

Electrical systems: This includes: ELV and LV single and multiphase, power,
lighting and controls

48
UNIT 306 (NET Unit 23): Install electrical wiring systems, wiring enclosures and
equipment

PERFORMANCE OBJECTIVES

You must ensure that:

1. you confirm the existing electrical supply is compatible with the planned installation in
accordance with laid down procedures

2. you follow agreed procedures to ensure the co-ordination of site services and the activities
of other trades

3. you identify accurately the means of electrical isolation prior to commencing installation

4. when required, you carry out isolation procedures to ensure a safe installation in
accordance with electrical regulations and approved procedures

5. you measure and mark out all locations for wiring systems, wiring enclosures and
equipment in accordance with electrical regulations and to meet an agreed specification

6. you check that the planned locations are sensible, visually acceptable and are in
accordance with other site services

7. you fix the wiring systems, wiring enclosures and equipment safely and in accordance with
relevant regulations and manufacturers' instructions

8. you report to relevant people those necessary variations to the planned programme of
work that may have:

a) the potential to be dangerous


b) have a cost implication

9. you seek the appropriate action from the relevant people.

49
UNIT 306 (NET Unit 23): Install electrical wiring systems, wiring enclosures and
equipment

KNOWLEDGE REQUIREMENTS

In order to install electrical wiring systems, wiring enclosures and equipment you should know
and understand the following aspects relating to:

Installing electrical wiring systems, wiring enclosures and equipment performance


objective
number
1. the most effective methods of measuring, cutting to length and 5
installing wiring systems and wiring enclosures
2. the most effective methods of fabricating wiring enclosures 7
3. the authority issuing procedures for co-ordinating data on site services 1, 2, 6
4. how to interpret diagrams and drawings to find site services and the 2, 6
planned location of the wiring systems, wiring enclosures and
equipment
5. organisational procedures for reporting variations to work schedules 8, 9

Health and Safety:

6. the correct procedures for a safe isolation with regard to: 3, 4


- an assessment of safe working practice,
- correct identification of circuits to be isolated,
- correct test and proving instruments selected,
- use of correct testing methods, and
- correct selection of devises for securing isolation.
7. the implications for relevant parties of carrying out an isolation 4
8. the importance of using personal protective equipment and safe 3, 4
appropriate tools for specific jobs
9. the hazards associated with using electrical equipment and plant 7
including their lifting, handling and fixing

Principles and theory


10. IEE wiring regulations as specified in the latest British Standard for all POs
Electrical Installations relevant to types and uses of wiring systems,
wiring enclosures and equipment

11. where to find out about the principles of electrical theory which allow all POs
for the safe installation of electrical wiring systems, wiring enclosures
and equipment

50
UNIT 307 (NET Unit 41): Connect wiring systems and equipment using safe and
approved methods

UNIT OVERVIEW

This unit is for:

a person required to connect wiring systems, wiring enclosures and equipment.

This unit is about:

This unit is about implementing the correct procedures for connecting wiring systems, wiring
enclosures and equipment appropriate to the electrical system

This is what you need to show:

You need to show an understanding of:


- connecting wiring systems, wiring enclosures and equipment, and
- how to check the connection afterwards using safe methods

This is what you need to do next:

Turn to the section on ‘Key Words and Phrases’. This explains how some words and phrases
have been used in this standard, and will help you understand it more easily.

51
UNIT 307 (NET Unit 41): Connect wiring systems and equipment using safe and
approved methods

KEY WORDS AND PHRASES

An assessment of
safe working practices: This includes the use of permits to work (PTW) which form
an essential part of safe systems of work for many
activities. A PTW covers work which can only be carried
out when normal practices are no longer available or when
new hazards are introduced as a result of the work.

Connections: This includes: the connection of any item of electrical


equipment ensuring that every joint and connection be
mechanically and electrically suitable for use and prevent
danger.

Means of isolation: This involves: ensuring the item or component is located


accessibly and is appropriate for the application whilst
having regard to the nature of the equipment and the
circumstances under which isolation may be required.

Wiring Systems: This includes: multi-core and single core cables with PVC,
XLPE or LSF insulation and sheathing, M I cables with or
without PVC/LSF sheathing and SWA cables with PVC,
XLPE or LSF insulation and sheathing

Electrical Equipment: This includes: electrical plant, components and


accessories, motors and starters, switch gear and
distribution panels, control systems and components,
luminaires.

52
UNIT 307 (NET Unit 41): Connect wiring systems and equipment using safe and
approved methods

PERFORMANCE OBJECTIVES

You must ensure that

1. you are working within a safe system of work and that you identify any foreseeable
hazards relating to the connection of wiring systems, wiring enclosures and equipment

2. you identify accurately the means of electrical isolation prior to connection

3. when required, you carry out isolation procedures to ensure a safe connection in
accordance with electrical regulations and approved procedures

4. you make connections in accordance with specifications and comply with IEE wiring
regulations as specified in the most recent British Standard for Electrical Installations

5. you check the connections are electrically and mechanically sound, and ensure that they
are identified correctly and clearly

6. where appropriate, you take safe and sensible action to remedy any identified defects after
connection has taken place

7. you complete any necessary documentation about the work legibly, accurately and timely
in accordance with organisational requirements.

53
UNIT 307 (NET Unit 41): Connect wiring systems and equipment using safe and
approved methods

KNOWLEDGE REQUIREMENTS

In order to connect wiring systems and equipment using safe and approved methods you
should know and understand the following aspects relating to:

connecting wiring systems and equipment performance


objective
number
1. the main types, their advantages and limitations of different electrical 4
connections
2. the correct procedures for a safe isolation with regard to: 2, 3
- an assessment of safe working practice,
- correct identification of circuits to be isolated,
- correct test and proving instruments selected,
- use of correct testing methods, and
- correct selection of devises for securing isolation.
3. the implications for relevant parties of carrying out an isolation 2, 3
4. the procedures for the connection of single and multi-phase circuits 4
5. how to interpret diagrams and drawings to facilitate the connection of 1
wiring systems, wiring enclosures and equipment
6. the procedures for proving a connection is electrically and mechanically 5
sound
7. how to establish which connections in circuits and protective conductors 4
including connections to terminals are suitable for the purpose for which
they are being used
8. the implications on the choice of connections with regard to permanent 6
or temporary purposes
9. the requirements of joints and connections to be of strength and 5
conductance to allow for the passage of fault currents and to prevent
corrosion
10. organisational procedures for completion of necessary documentation 8
Health and Safety

11. the importance of using personal protective equipment and safe all POs
appropriate tools for specific jobs
12. procedures for carrying out an assessment of safe systems of work 1
including permits to work
13. the procedures for reporting any potentially dangerous situations or 1, 7
incidents
Principles and theory
14. IEE wiring regulations as specified in the latest British Standard for all POs
Electrical Installations relevant to types and uses of wiring systems,
wiring enclosures and equipment
15. where to find out about the principles of electrical theory which allow for all POs
the safe connection of electrical wiring systems and equipment

54
UNIT 308 (NET Unit 45): Inspect, test and commission an electrical installation

UNIT OVERVIEW

This unit is for:


anyone required to inspect, test and commission an electrical installation

This unit is about:

This unit is about carrying out the process of inspecting, testing and commissioning electrical
installations in a safe manner and in the correct sequence as prescribed by the IEE wiring
regulations as specified in the British Standard for Electrical Installations

This is what you need to show:

You need to show that you have an understanding of:


- how to commission an electrical installation bearing in mind the constraints
imposed by legislation and regulations
- how to select and use the appropriate testing equipment
- the importance of keeping good records of the procedures and results.

This is what you need to do next:

Turn to the section on ‘Key Words and Phrases’. This explains how some words and phrases
have been used in this standard, and will help you understand it more easily.

55
UNIT 308 (NET Unit 45): Inspect, test and commission an electrical installation

Key Words and Phrases

Relevant people: These include: customers, clients, client representatives,


charge-hands, supervisors, other contractors, colleagues.

An assessment of
safe working practices: This includes the use of permits to work (PTW) which form
an essential part of safe systems of work for many
activities. A PTW covers work which can only be carried
out when normal practices are no longer available or when
new hazards are introduced as a result of the work.

Means of isolation: This involves: ensuring the item or component is located


accessibly and is appropriate for the application whilst
having regard to the nature of the equipment and the
circumstances under which isolation may be required.

Tests: this includes: tests appropriate to conductors, insulation


resistance, polarity, operation of RCDs and earth fault loop
impedance.

56
UNIT 308 (NET Unit 45): Inspect, test & commission an electrical installation

PERFORMANCE OBJECTIVES

You must ensure that:

1. you plan and agree the inspecting, testing and commissioning procedures with relevant
people on site

2. you undertake an assessment of safe working practices in accordance with general and
industry specific health and safety regulations

3. you follow the correct procedures for identifying and carrying out a safe isolation before
inspecting, testing and commissioning the electrical installation

4. you confirm that your test instruments are

- appropriate to the job in hand,


- fit for purpose, and
- are in calibration

5. you conduct an inspection in accordance with the IEE wiring regulations as specified in the
British Standard for Electrical Installations

6. you conduct the required tests in accordance with IEE wiring regulations as specified in
the British Standard for Electrical Installations and in accordance with manufacturers'
instructions

7. you confirm the installation is in accordance with IEE wiring regulations as specified in the
British Standard for Electrical Installations and in accordance with manufacturers'
instructions and the specification

8. you prepare a formal record of testing which confirms the safety and integrity of the
installation, in accordance with organisational procedures and IEE wiring regulations as
specified in the British Standard for Electrical Installations

9. you handover the installation to relevant people and ensure that they have sufficient
information and documentation for continued safe and effective use of the installation

57
UNIT 308 (NET Unit 45): Inspect, test & commission an electrical installation

KNOWLEDGE REQUIREMENTS

In order to inspect, test and commission an electrical installation you should know and
understand the following aspects relating to:

Inspecting, testing and commissioning performance


objective no.
1. the purpose and requirements of the system to be commissioned 1
2. procedures for an assessment of safe systems of work including permits 2
to work
3. the correct procedures for a safe isolation with regard to: 3
- an assessment of safe working practice,
- correct identification of circuits to be isolated,
- correct test and proving instruments selected,
- use of correct testing methods, and
- correct selection of devises for securing isolation.
4. the requirements of an inspection with regard to: 5
- selection, identification and connection of conductors
- protection against contact and fire
- labelling, access to switchgear and equipment
- availability of danger, warning notices, diagrams and instructions
5. the importance of choosing the right instruments for the test 4
6. the main methods for checking test instruments are functional and in 4
calibration
7. best practice with regard to methods of testing, their inter-relationship 6
and sequence
8. the importance of accurate labelling and recording of the test 8
9. the characteristics of different types of cabling and components and how 2
they impact on the test
10. the approved procedures and requirements for commissioning the 7
installation
11. approved reporting procedures 8
Health and Safety
12. carrying out the tests and the effect on equipment not part of the fixed 6
installation
13. testing that takes place under live conditions
Principles and theory
14. IEE wiring regulations as specified in the latest British Standard for all POs
Electrical Installations relevant to types and uses of wiring systems,
wiring enclosures and equipment
15. where to find out about the principles of electrical theory for the all POs
inspection, testing and commissioning of electrical wiring systems and
equipment

58
UNIT 309 (NET Unit 24): Prepare to maintain electrical
systems and equipment
UNIT OVERVIEW

This unit is for:


you if you prepare to maintain electrical systems and equipment

This unit is about:


confirming that your work, tools, plant and materials meet requirements and that the working
conditions are safe for work to commence.

This is what you need to show:


you need to show that you possess the skills and knowledge to:

• carry out an assessment of risk and plan a safe system of work


• identify any changes in the working conditions which might impact on the
maintenance work,
• co-ordinate the maintenance work with the work of other people who might be
affected by your own work,
• ensure that the tools, instruments and equipment are safe and fit for purpose

This is what you need to do next:


turn to ‘Key Words and Phrases’, which explains how some words and phrases have been
used in this unit, and will help you understand it more easily.

59
UNIT 309 (NET Unit 24): Prepare to maintain electrical systems and equipment

KEY WORDS AND PHRASES:

Electrical Systems In this unit, this refers to an assembly of conductor systems


and electrical equipment providing operation and control,
for example: heating, lighting, ventilation, security,
communications and process control.
Electrical Equipment: In this unit, this includes: electrical plant, components and
accessories, motors and starters, switchgear and
distribution panels, control systems and components,
luminaries.
Maintenance In this unit, these are adjustments, replacements, repairs
activities and refurbishment of electrical equipment undertaken as
part of planned maintenance work, or as part of non-routine
preventative work.
Safe system of work: In this unit, this refers to a system of work which will
include procedures such as safe isolation, permits to work,
wearing personal protective equipment, and other
procedures, as appropriate, identified during an
assessment of risks. The system of work may take the
form of a method statement.
Working In this unit, this refers to the different types of site where
environment: the maintenance activities take place. It could be, for
example, an agricultural, industrial or commercial site. It
could be that the site involves confined spaces or is in
close proximity to other machines. The working
environment is something you would not be able to
change. The type of site will determine whether the
working environment is hazardous.
Working conditions: In this unit, this refers to the working conditions, which exist
at that point in time when the maintenance activities are
due to take place. It could be, for example, that the
maintenance activities take place outside in which case
you would need to take account of weather conditions. Or,
it could be that other (non-electrical) operatives come onto
the site to start their work – in which case their subsequent
activities may cause the site to become hazardous.
Relevant person(s): In this unit, these include: customers, clients, client
representatives, team-leaders, charge-hands, supervisors,
other contractors, colleagues, non-electrical operatives.
Authorisation: In this unit, this refers to permission to start work via verbal
or written instructions.
Industry Standards: These standards can include relevant British, European
and International Standards

60
UNIT 309 (NET Unit 24): Prepare to maintain electrical
systems and equipment
PERFORMANCE OBJECTIVES

You must ensure that

1. you carry out an assessment of risks and plan, correctly, a safe system of work for use
throughout the maintenance activities

2. you confirm that your maintenance activities meets with the expectations of the relevant
person(s)

3. you report, promptly, any changes to the working conditions of the work site which might
impact on the maintenance activities due to take place

4. you inform the relevant person(s) immediately when changes are necessary before work
can commence

5. you confirm with the relevant person(s) that your maintenance work co-ordinates with the
work of other people on site

6. prior to commencing work, you seek authorisation from the relevant person(s) that it is
safe to undertake the maintenance work as specified

7. your information and documentation is current and relevant and your

• plant,
• instruments,
• equipment,
• materials, and
• tools

are correct and fit for purpose for the specified maintenance

61
UNIT 309 (NET Unit 24): Prepare to maintain electrical systems and equipment

KNOWLEDGE REQUIREMENTS

In order to be able to prepare maintain electrical systems and equipment, you should know
and understand the following aspects relating to:

Preparing to maintain: Performance


Objective
number
1. how to carry out an assessment of risks and plan a safe system of 1
work with regard to the maintenance activity
2. contract responsibilities with respect to : 2
• planned maintenance
• non-routine maintenance
• start, finish dates and timings
3. the working conditions at the work site which can affect the 3
maintenance activity
4. the implications of different working conditions on the electrical 3
systems and equipment to be maintained
5. the authority and organisational procedures at the site relevant to 3, 4, 5, 6
work plans and changes to the work plans
6. regulations and working practices that will affect the maintenance 6, 7, 8
activity
7. whether the tools and instruments you use are fit for purpose and 7
that they have a current calibration certificate
8. the advantages and limitations of plant, tools, materials, 7
equipment and instruments used for maintenance activities
Health and Safety
9. the legal responsibilities for health and safety according to current all POs
health and safety legislation, regulations and codes of practice
10. gaining access to the electrical systems and equipment being 8
maintained
11. handling equipment, plant, instruments and tools used in the 8
maintenance activity
Principles and theory
12. The latest Industry Standards relevant to electrical systems and all POs
equipment, and for preparing to maintain electrical systems and
equipment
13. Where to find out about the principles of electrical theory and all POs
techniques for preparing to maintain electrical systems and
equipment.

62
UNIT 310 (NET Unit 40): Maintain electrical systems and
equipment
UNIT OVERVIEW

This unit is for:


you if you maintain electrical systems and equipment

This unit is about:


correctly following agreed procedures when carrying out maintenance activities on electrical
systems and equipment.

This is what you need to show:


you need to show that you possess the skills and knowledge to:

• maintain electrical systems and equipment in accordance with a safe system of


work,
• identify faults correctly and safely,
• carry out repair activities within the scope of your job responsibilities,
• record your findings in accordance with organisational requirements.

This is what you need to do next:

turn to ‘Key Words and Phrases’, which explains how some words and phrases have been
used in this unit, and will help you understand it more easily.

63
UNIT 310 (NET Unit 40): Maintain electrical systems and equipment

KEY WORDS AND PHRASES:

Electrical Systems In this unit, this refers to an assembly of conductor systems


and electrical equipment providing operation and control,
for example: heating, lighting, ventilation, security,
communications and process control.
Electrical Equipment: In this unit, this includes: electrical plant, components and
accessories, motors and starters, switchgear and
distribution panels, control systems and components,
luminaries.
Maintenance In this unit, these are adjustments, replacements, repairs
activities and refurbishment of electrical equipment undertaken as
part of planned maintenance work, or as part of non-
routine, preventative work.
Maintenance In this unit, this refers to a timetable or specification which
schedule shows what maintenance activity will be required and
when.
Safe system of work: In this unit, this refers to a system of work which will
include procedures such as safe isolation, permits to work,
wearing personal protective equipment, and other
procedures, as appropriate, identified during an
assessment of risks. The system of work may take the
form of a method statement.
Relevant person(s): In this unit, these include: customers, clients, client
representatives, team leaders, charge-hands, supervisors,
other contractors, colleagues, non-electrical operatives.
Authorisation: In this unit, this refers to permission to start work via verbal
or written instructions.
Industry Standards: These standards can include relevant British, European
and International Standards

64
UNIT 310 (NET Unit 40): Maintain electrical systems and equipment

PERFORMANCE OBJECTIVES

You must ensure that:


1. you carry out an assessment of risks and implement the agreed safe system of work
during all your maintenance activities

2. when necessary, you use relevant sources of technical information to support your
maintenance activities

3. you follow agreed maintenance procedures to ensure the effective co-ordination of


activities by the relevant person(s)

4. you use, safely and correctly, the tools, equipment and materials following:
• your workplace procedures,
• the suppliers’ instructions
• health and safety requirements

5. you locate the correct wiring systems and equipment as specified in your maintenance
instructions

6. you carry out safe and secure isolation procedures to comply with electrical regulations
and the agreed safe system of work

7. you identify and locate, accurately, the electrical systems and equipment to be maintained
in accordance with the relevant maintenance schedule

8. your maintenance activities comply with:


• manufacturers’ instructions,
• industry approved practices,
• and the maintenance schedule

9. you advise the relevant person(s) clearly and accurately about the potential consequences
of carrying out effective repairs

10. where maintenance activities vary from the schedule, you notify the relevant person(s)
promptly

11. you use suitable testing methods to accurately evaluate the performance of all replaced
and adjusted equipment and systems during and on completion of the maintenance
activity

12. your maintenance records are accurate, complete and given to the relevant person(s) in
the required format promptly

13. you complete all maintenance activities within the agreed timescale

14. when necessary, you report any expected delays in completing the maintenance activity to
the relevant persons(s) promptly

65
UNIT 310 (NET Unit 40): Maintain electrical systems and equipment

KNOWLEDGE REQUIREMENTS

In order to be able to maintain electrical systems and equipment, you should know and
understand the following aspects relating to:

Maintenance: Performance
Objective no.
1. procedures for carrying out an assessment of risks and 1
implementing safe systems of work
2. contract responsibilities with respect to : 3, 7, 8, 12, 13
• planned maintenance
• non-routine maintenance
• agreeing variations to the maintenance specification or
schedule
• start, finish dates and timings
3. the differences between carrying out routine and non-routine 3
maintenance activities
4. the implications of inappropriate work practices all POs
5. which information sources are relevant and appropriate to the 2, 3,
location of your maintenance activities,
6. the correct handling and usage of tools, materials and 4
equipment
7. the correct procedures for a safe and secure isolation with 5
regard to:
• safe working practices,
• correct identification of circuits to be isolated,
• correct selection of test and proving instruments selected,
• correct selection of devices for securing the means of
isolation
8. how to interpret specifications, diagrams and drawings to: 6
• find the planned location of the wiring systems, wiring
enclosures and equipment, and
• facilitate the connection of the wiring systems, wiring
enclosures and equipment
9. what corrective action is appropriate and when to carry it out 7,8
10. the advantages and limitations of repair versus replacement 7,8
11. your responsibilities with regard to making decisions for repair 7,8, 9
12. approved procedures and likely implications for relevant 7, 8
parties of carrying out effective repairs
13. the reasons for regular inspection, adjustment and all POs
replacement of, or to, electrical systems and equipment
14. your workplace requirements for, and the importance of, 9, 10, 11, 12
documenting information, reporting findings and variations
from the maintenance schedule
15. organisational procedures for the completion of necessary 12
documentation which might include organisational or external
QA systems

66
Health and Safety
16. the legal responsibilities for health and safety in accordance all POs
with current health and safety legislation
17. the importance of using personal protective equipment and all POs
appropriate tools for specific jobs
Principles and theory
18. The latest Industry Standards and regulations relevant to all POs
electrical systems and equipment, and the environments within
which they operate.
19. Where to find out about the principles of electrical theory and all POs
installation techniques for maintaining electrical systems and
equipment.

67
UNIT 311 (NET Unit 50): Inspect, test and commission
maintained electrotechnical systems and equipment
UNIT OVERVIEW

This unit is for:


you if you inspect, test and commission maintained electrotechnical systems and equipment

This unit is about:


carrying out the process of inspecting, testing and commissioning in a safe manner and in the
correct sequence to comply with the latest Industry Standards and regulations

This is what you need to show:


you need to possess the skills and knowledge to:

• inspect, test and commission the maintained electrotechnical systems and


equipment in accordance with approved procedures,
• select and use the appropriate testing equipment
• carry out an accurate handover of the maintained electrotechnical systems and
equipment
• keep good records of the procedures and results.

This is what you need to do next:


turn to the section on ‘Key Words and Phrases’. This explains how some words and phrases
have been used in this standard, and will help you understand it more easily.

68
UNIT 311 (NET Unit 50): Inspect, test and commission maintained electrotechnical
systems and equipment

KEY WORDS AND PHRASES

Electrotechnical In this unit, this refers to an assembly of conductor systems


Systems: and electrotechnical equipment providing operation and
control, for example: heating, lighting, ventilation, security,
communications and process control.
Electrical Equipment: In this unit, this includes: electrical plant, components and
accessories, motors and starters, switch gear and
distribution panels, control systems and components,
luminaries.
Safe system of work: In this unit, this refers to a system of work which will include
procedures such as safe isolation, permits to work, wearing
personal protective equipment, and other procedures, as
appropriate, identified during an assessment of risks. The
system of work may take the form of a method statement.
Tests: In this unit, these include tests appropriate to conductors;
insulation resistance; pressure tests; polarity and phase-
sequencing; the operation of protective equipment;
functional operation of control circuits, components and
equipment;
Maintenance In this unit, these are adjustments, replacements, repairs
activities: and refurbishment of electrical equipment undertaken as
part of planned maintenance work, or as part of non-
routine, preventative work.
Maintenance In this unit, this refers to a timetable or specification which
schedule: shows what maintenance activity will be required and when.

Relevant person(s): In this unit, these include: customers, clients, client


representatives, team leaders, charge-hands, supervisors,
other contractors, colleagues, non-electrical operatives.
Authorisation: In this unit, this can be permission to start work via verbal or
written instructions.
Industry Standards: These standards can include relevant British, European and
International Standards

69
UNIT 311 (NET Unit 50): Inspect, test and commission maintained electrotechnical
systems and equipment

PERFORMANCE OBJECTIVES

You must ensure that:

1. you carry out an assessment of risks to comply with health and safety regulations prior to
carrying out the inspection and testing

2. you obtain all relevant data, instructions and information prior to inspecting, testing and
commissioning maintained electrotechnical systems and equipment

3. you plan and agree the inspecting, testing and commissioning procedures with the
relevant person(s)

4. you follow the correct procedures for carrying out a safe and secure isolation before
inspecting, testing and commissioning the maintained electrotechnical systems and
equipment

5. you confirm that your test instruments

• are appropriate to the job in hand,


• are fit for purpose, and
• have a current calibration certificate

6. you conduct an inspection in accordance with the latest Industry Standards and, where
applicable, equipment manufacturers’ instructions

7. you conduct the required tests in accordance with the latest Industry Standards,
equipment manufacturers' instructions and industry approved procedures

8. you commission by confirming that the maintained electrotechnical systems and


equipment are in accordance with:

• health and safety requirements


• the latest Industry Standards
• manufacturers’ instructions
• industry approved procedures, and
• the maintenance schedule

9. you confirm that the maintained electrotechnical systems and equipment are safe and
function correctly

10. your handover of the maintained electrotechnical systems and equipment to the relevant
person(s) includes accurate and complete information and documentation about the
inspection, tests and commissioning

70
UNIT 311 (NET Unit 50): Inspect, test and commission maintained electrotechnical
systems and equipment

KNOWLEDGE REQUIREMENTS

In order to inspect, test and commission maintained electrotechnical systems and


equipment you should know and understand the following aspects relating to:
Inspecting, Testing And Commissioning Performance
objective no.
1. procedures for an assessment of risks and how to plan a safe system of 1
work
2. what data, instructions and information are necessary to carry out an 2
effective inspection, testing and commissioning of maintained
electrotechnical systems and equipment
3. how to prepare an effective plan which will meet the purpose and 3
requirements of an inspection, test and commission
4. the purpose and requirements of the maintained electrotechnical systems 3
and equipment being inspected, tested and commissioned
5. the correct procedures for a safe and secure isolation with regard to: 4
• an assessment of safe working practice,
• correct identification of circuits to be isolated,
• correct test and proving instruments selected,
• use of correct testing methods, and
• correct selection of devices for securing isolation.
6. the importance of choosing the correct instruments for the 5
• inspection
• testing, and
• commissioning
7. the main methods for checking test instruments are functional and in 5
calibration
8. the importance of inspection, testing and commissioning in accordance 6, 7, 8
with :health and safety requirements
• manufacturers’ instructions
• approved industry procedures
• and the maintenance schedule
9. correct methods of testing and the testing sequence 7
10. the approved procedures and requirements for confirming that the 9
maintained electrotechnical systems and equipment are functional and safe
11. the importance of accurate recording of the inspection, test and 10
commissioning in accordance with organisational procedures
Health and Safety .
12. the legal responsibilities for health and safety in accordance with current
health and safety legislation all POs
13. the importance of using personal protective equipment and appropriate all POs
tools for specific jobs
Principles and theory
14. The latest, relevant Industry Standards relevant to types and uses of all POs
electrotechnical systems and equipment
15. Where to find out about the principles of electrotechnical theory and all POs
installation techniques and which allow for the inspection, testing and
commissioning of maintained electrotechnical systems and equipment

71
UNIT 312 (NET Unit 14): Prepare to install instrumentation and associated equipment

UNIT OVERVIEW

This unit is for:


you, if you prepare to install appropriate instrumentation and associated equipment.

This unit is about:


confirming that the instrumentation and associated equipment are identified for the installation

This is what you need to show:


You need to show that you possess the skills and knowledge to:

• identify any changes in the working conditions which might impact on the
installation of instrumentation and associated equipment
• co-ordinate the installation work with the work of other people who might be
affected by your own work
• be sure that the tools, instruments and equipment are safe and fit for purpose
• implement a safe system of work.

This is what you need to do next:


Turn to ‘Key Words and Phrases’, which explains how some words and phrases have been
used in this unit, and will help you understand it more easily.

72
UNIT 312 (NET Unit 14): Prepare to install instrumentation and associated equipment

KEY WORDS AND PHRASES

Associated In this unit equipment is associated with and determined by the


Equipment: function of the instrumentation to be installed and includes any
associated wiring systems
Authorisation: In this unit, this is formal permission to start work.
Hazardous Areas: In this unit, this refers to an area where flammable or explosive
substances are, or may be expected to be, present in quantities
which require special precautions to be taken against the risk of
ignition
Industry Standards: These standards can include relevant British, European and
International Standards
Instrumentation and In this unit instrumentation and associated equipment are a
associated collection of instruments which measure and interpret electrical and
equipment associated non-electrical parameters, for example: - pressure,
levels, temperature, speed, flow rate, current, voltage, etc
Instruments: In this unit instruments are designed to monitor and/or control
process variables by:
i. Indication – display instantaneous or totalised values
ii. Recording – to record and store information for later viewing
iii. Control – to collect information and transmit for controlling
purposes
Relevant person (s): In this unit, these are: customers, clients, client representatives,
charge-hands, supervisors, other contractors, colleagues, non-
electrical operatives.
Safe system of In this unit, this refers to a system of work which will include
work: procedures such as safe isolation, permits to work, wearing personal
protective equipment, as appropriate, identified as being necessary
during an assessment of risks.
The system of work may take the form of a method statement.
Scope of work: In this unit, this may take the form of verbal and written
specifications
Site services: In this unit, these are services associated with the instruments and
associated equipment, these could include, for example, water, gas
services, oil, electricity, hydraulics and pneumatics.
Working conditions: In this unit, this refers to the working conditions which exist at that
point in time when the installation is due to take place, but they could
vary. It could be, for example, that the installation is to take place
outside, in which case you may need to take account of the weather
conditions. Or, they could include other (non-electrical) operatives
who come onto the site to start their work - their subsequent
activities may change the working conditions.
Working In this unit, this refers to the different types of site, including
environment: hazardous areas, where the installation is due to take place. The
working environment is something you would not be able to change.
The type of site will determine whether the working environment
affects the type of instrumentation and associated equipment to be
installed

73
UNIT 312 (NET Unit 14): Prepare to install instrumentation and associated equipment

PERFORMANCE OBJECTIVES

You must ensure that

1. you confirm with the relevant person(s) the scope of the work to be carried out

2. you review the working environment and working conditions for any changes in terms of
the impact they will have on the installation to take place

3. you inform the relevant person(s) immediately when changes are necessary and of any
expected delays

4. you confirm that the installation work co-ordinates with site services and the work of other
relevant person(s) at the site who may be affected by the installation activity

5. you confirm from the relevant person(s) that you are authorised to start the installation
work

6. you implement, correctly, a safe system of work for use throughout the installation

7. your information and documentation is current and relevant, and your

• plant,
• instruments,
• equipment,
• tools and
• data, are correct and fit for purpose

8. you follow accurately all appropriate manufacturers’ instructions and industry approved
practice when carrying out the installation of instrumentation and associated equipment.

74
UNIT 312 (NET Unit 14): Prepare to install instrumentation and associated equipment

KNOWLEDGE REQUIREMENTS

In order to prepare to install instrumentation and associated equipment


you should know and understand the following aspects relating to:

preparing to install Performance


Objective no.
1. the scope of the work to be carried out 1
2. contract and legal implications with respect to : 3
• agreeing variations to the scope of work and/or specification
• start and finish dates
3. the principles underlying the purpose of each of the three different 1
functions of instruments (see key words and phrases)
4. the application, advantages and limitations of instruments 1
appropriate to each of the three functions (see key words and
phrases)
5. the materials which are recommended for use as electrical 2, 5
conductors and insulators
6. how to prepare a schedule of quantities of all materials required for 1, 7
the installation of instrumentation and associated equipment from
customer information, drawings, specifications or site visits
7. the basic principles for selecting the correct instruments and 1, 2, 7
associated equipment for a particular application
8. how to interpret diagrams and drawings to find site systems and 4
the planned location of the instruments and associated equipment
9. how to determine the type of fixing methods required to suit the 6
environment of the installation
10. organisational requirements with regard to reporting changes and/ 3
or delays
Health and Safety:
11. the legal responsibilities for health and safety in accordance with all POs
current Health and Safety legislation, regulations and codes of
practice
12. handling instruments and associated equipment in the correct 8
manner
Principles and theory
13. The latest, relevant Industry Standards appropriate to all POs
instrumentation and associated equipment
14. Where to find out about the principles of electrical theory and all POs
installation techniques for the installation of instrumentation and
associated equipment.

75
UNIT 313 (NET Unit 15): Install instrumentation and
associated equipment

UNIT OVERVIEW
This unit is for:
you, if you install instrumentation and associated equipment

This unit is about:


following the correct procedures for the installation of instrumentation and associated
equipment as specified

This is what you need to show:


you need to possess the skills and knowledge to:

• install instrumentation and associated equipment


• apply the correct methods for identifying and isolating electrical supply
• locate and fix instrumentation and associated equipment correctly
• identify those areas which have the potential to be hazardous
• apply the correct methods for identifying process isolation

This is what you need to do next:


look through the ‘Key Words and Phrases’, as they explain how some words and phrases
have been used in this unit, and will help you understand it more easily.

76
UNIT 313 (NET Unit 15): Install instrumentation and
associated equipment
KEY WORDS AND PHRASES

Associated In this unit equipment is associated with and determined by the


Equipment: function of the instrumentation to be installed and includes any
associated wiring systems
Authorisation: In this unit, this is formal permission to start work.
Hazardous Areas: In this unit, this refers to an area where flammable or explosive
substances are, or may be expected to be, present in quantities
which require special precautions to be taken against the risk of
ignition
Industry Standards: These standards can include relevant British, European and
International Standards
Instrumentation and In this unit instrumentation and associated equipment are a
associated collection of instruments which measure and interpret electrical and
equipment associated non-electrical parameters, for example: - pressure,
levels, temperature, speed, flow rate, current, voltage, etc
Instruments: In this unit instruments are designed to monitor and/or control
process variables by:
i. Indication – display instantaneous or totalised values
ii. Recording – to record and store information for later viewing
iii. Control – to collect information and transmit for controlling
purposes
Relevant person (s): In this unit, these are: customers, clients, client representatives,
charge-hands, supervisors, other contractors, colleagues, non-
electrical operatives.
Safe system of In this unit, this refers to a system of work which will include
work: procedures such as safe isolation, permits to work, wearing personal
protective equipment, as appropriate, identified as being necessary
during an assessment of risks.
The system of work may take the form of a method statement.
Scope of work: In this unit, this may take the form of verbal and written
specifications
Site services: In this unit, these are services associated with the instruments and
associated equipment, these could include, for example, water, gas
services, oil, electricity, hydraulics and pneumatics.
Working conditions: In this unit, this refers to the working conditions which exist at that
point in time when the installation is due to take place, but they could
vary. It could be, for example, that the installation is to take place
outside, in which case you may need to take account of the weather
conditions. Or, they could include other (non-electrical) operatives
who come onto the site to start their work - their subsequent
activities may change the working conditions.
Working In this unit, this refers to the different types of site, including
environment: hazardous areas, where the installation is due to take place. The
working environment is something you would not be able to change.
The type of site will determine whether the working environment
affects the type of instrumentation and associated equipment to be
installed.

77
UNIT 313 (NET Unit 15): Install instrumentation and
associated equipment
PERFORMANCE OBJECTIVES

You must ensure that:

1. you carry out an assessment of risks and follow the agreed safe system of work during
your installation activities

2. you follow accurately all appropriate manufacturers’ instructions and industry approved
practice when carrying out the installation of instrumentation and associated equipment

3. you confirm the existing electrical supply is compatible with the instrumentation and
associated equipment to be installed

4. you carry out a safe and secure electrical and process isolation prior to commencing
installation in accordance with relevant industry regulations and approved procedures

5. you measure and mark out all locations for the instruments and any associated equipment
in accordance with the drawings and instructions and to comply with electrical regulations

6. you install the instruments and associated equipment correctly and in accordance with
manufacturers' instructions and relevant industry regulations

7. you report to relevant people those variations to the planned programme of work that may
have:

• the potential to be dangerous,


• have a cost implication

8. you confirm the appropriate action in relation to the variations with the relevant people.

78
UNIT 313 (NET Unit 15): Install instrumentation and
associated equipment
KNOWLEDGE REQUIREMENTS

In order to install Instrumentation and associated equipment you should know and understand
the following aspects relating to:

Installing instrumentation and associated equipment Performance


objective no
1. how to carry out an assessment of risks and plan a safe system of 1
work with regard to:
• access to the immediate workplace,
• preventing unauthorised access,
• others working at the workplace,
• safe system of work and equipment integrity,
• the working environment
2. the appropriate manufacturers’ instructions to follow 2
3. the storage, transportation and handling of instruments and 2
equipment
4. how to confirm the existing electrical supply is compatible with the 3
planned installation
5. the correct procedures for a safe and secure electrical and process 4, 5
isolation with regard to:
• an assessment of safe working practice,
• correct identification of circuits to be isolated,
• correct test and proving instruments selected,
• use of correct testing methods, and
• correct selection of devices for securing isolation.
6. the application, advantages and limitations of installation methods 6
when installing instruments and associated equipment
7. those environmental factors which affect the location of 5, 6, 7
instruments and associated equipment
8. how to interpret diagrams and drawings to find site services and 6, 7
the planned location for the instrumentation and associated
equipment
9. the organisational procedures for reporting variations to work 8
schedules
10. which equipment is associated with and determined by the function 5, 6
of the instruments to be installed
Health and Safety:
11. the implications for relevant parties of carrying out an isolation 4
12. the importance of using personal protective equipment and safe 3, 4
appropriate tools for specific jobs
13. the hazards associated with using electrical equipment including 6
their lifting, handling and fixing
14. the legal implications of health and safety in accordance with all POs
current health and safety legislation, regulations and codes of
practice
Principles and theory
15. The latest, relevant Industry Standards relevant to instrumentation all POs
and associated equipment
16. Where to find out about the principles of electrical theory and all POs
installation techniques for the installation of instrumentation and
associated equipment

79
UNIT 314 (NET Unit 42): Connect, inspect and test instrumentation and associated
equipment

UNIT OVERVIEW

This unit is for:


you if you test, connect and inspect instrumentation and associated equipment prior to
commissioning.

This unit is about:


implementing the correct procedures for testing, connecting and inspecting instruments and
associated equipment in accordance with manufacturers' instructions, specifications and
codes of practice.

This is what you need to show:


you need to possess the skills and knowledge to:

• carry out an assessment of risks to implement a safe system of work


• connect instrumentation and associated equipment
• follow safe and secure isolation procedures
• confirm the safety and integrity of the instrumentation and associated
equipment by inspection and testing, and
• prepare a report of your inspection and test results

This is what you need to do next:


turn to the section on ‘Key Words and Phrases’. This explains how some words and phrases
have been used in this standard, and will help you understand it more easily.

80
UNIT 314 (NET Unit 42): Connect, inspect and test instrumentation and associated
equipment

KEY WORDS AND PHRASES

Associated In this unit equipment is associated with and determined by the function of
Equipment: the instrumentation to be installed and includes any associated wiring
systems
Authorisation: In this unit, this is formal permission to start work.
Connections: In this unit, this includes: the termination and connection of wiring systems to
instrumentation and associated equipment ensuring that every joint and
connection is mechanically and electrically sound and suitable for use
Hazardous Areas: In this unit, this refers to an area where flammable or explosive substances
are, or may be expected to be, present in quantities which require special
precautions to be taken against the risk of ignition
Industry Standards: These standards can include relevant British, European and International
Standards
Inspection and In this unit, this relates to tests and inspections of instruments and
Testing: associated equipment.
Instrumentation and In this unit instrumentation and associated equipment are a collection of
associated instruments which measure and interpret electrical and associated non-
equipment electrical parameters, for example: - pressure, levels, temperature, speed,
flow rate, current, voltage, etc
Instruments: In this unit instruments are designed to monitor and/or control process
variables by:
i. Indication – display instantaneous or totalised values
ii. Recording – to record and store information for later viewing
iii. Control – to collect information and transmit for controlling purposes
Relevant person (s): In this unit, these are: customers, clients, client representatives, charge-
hands, supervisors, other contractors, colleagues, non-electrical operatives.
Safe system of In this unit, this refers to a system of work which will include procedures such
work: as safe isolation, permits to work, wearing personal protective equipment, as
appropriate, identified as being necessary during an assessment of risks.
The system of work may take the form of a method statement.
Scope of work: In this unit, this may take the form of verbal and written specifications
Site services: In this unit, these are services associated with the instruments and
associated equipment, these could include, for example, water, gas services,
oil, electricity, hydraulics and pneumatics.
Working In this unit, this refers to the working conditions which exist at that point in
conditions: time when the installation is due to take place, but they could vary. It could
be, for example, that the installation is to take place outside, in which case
you may need to take account of the weather conditions. Or, they could
include other (non-electrical) operatives who come onto the site to start their
work - their subsequent activities may change the working conditions.
Working In this unit, this refers to the different types of site, including hazardous
environment: areas, where the installation is due to take place. The working environment
is something you would not be able to change. The type of site will determine
whether the working environment affects the type of instrumentation and
associated equipment to be installed.

81
UNIT 314 (NET Unit 42): Connect, inspect and test instrumentation and associated
equipment

PERFORMANCE OBJECTIVES

You must ensure that

1. you confirm with the relevant person the scope of the work to be carried out

2. you carry out an assessment of risks and implement a safe system of work to comply with
health and safety legislation, regulations and codes of practice

3. you confirm with the relevant person that your safe system of work is appropriate to the
scope of work

4. when required, you carry out a safe and secure isolation

5. you make connections correctly and in accordance with

• manufacturers' instructions
• drawings, and
• the latest, relevant Industry Standards

6. you take safe and suitable action to remedy any identified defects with the instrumentation
and associated equipment after connection has taken place and report to the relevant
person

7. you confirm that your test instruments:

• are appropriate to the job in hand,


• are fit for purpose, and
• have a current calibration certificate

8. you conduct an inspection in accordance with industry approved practice and the latest,
relevant Industry Standards

9. you conduct the required tests in accordance with

• the latest, relevant Industry Standards


• industry approved practice and
• with manufacturers' instructions

10. you prepare a formal record of the inspection and testing which confirms the safety and
integrity of the installation in accordance with organisational procedures

11. your handover of the instrumentation and associated equipment to the relevant person(s)
includes accurate and complete information and documentation about the inspection and
tests

82
UNIT 314 (NET Unit 42): Connect, inspect and test instrumentation and associated
equipment

KNOWLEDGE REQUIREMENTS

In order to test, connect and inspect instrumentation and associated equipment you should
know and understand the following aspects relating to:

Testing, connecting and inspecting instrumentation and associated Performance


equipment objective number
1. the scope, purpose and requirements of the inspection and 1
testing of instruments and associated equipment
2. procedures for an assessment of risk and how to plan a safe 2, 3
system of work
3. the correct procedures for a safe and secure electrical and 4
process isolation with regard to:
• an assessment of safe working practice,
• correct identification of circuits to be isolated,
• correct test and proving instruments selected,
• use of correct testing methods, and
• correct selection of devices for securing isolation.
4. the implications for relevant parties of carrying out an isolation 4
5. the main applications, their advantages and limitations of 5, 6
different electrical connections and non-electrical connections
and methods for remedying defects
6. the procedures for ensuring a connection is electrically and 5
mechanically sound and identified clearly and correctly
7. the methods and procedures for electrical and non-electrical
connections 6
8. how to interpret manufacturers' instructions and specifications to 7
facilitate the termination and connection of instruments and
associated equipment
9. the importance of choosing the correct instruments for the 8
particular test
10. the main methods for checking test instruments are functioning 8
and in calibration
11. the requirements of an inspection with regard to: 9
• selection, identification and connection of conductors
• protection against contact and fire
• labelling, access to instruments and associated equipment
• application of danger, warning notices, diagrams and instructions

12. how tests could impact on the instrumentation and associated 10


equipment
13. the importance of accurate recording of the inspection and test 11
results
14. organisational procedures for reporting and completion of 12
documentation which might include organisational or external QA
systems

83
UNIT 314 (NET Unit 42): Connect, inspect and test instrumentation and associated
equipment

Health and Safety Performance


objective no
15. the importance of using personal protective equipment all Pos
and safe appropriate tools for specific jobs
16. the procedures for reporting any potentially dangerous all Pos
situations or incidents
17. the legal responsibilities for health and safety in all Pos
accordance with current health and safety legislation,
regulations and codes of practice
Principles and theory Performance
objective no
18. The latest, relevant Industry Standards relevant to All POs
types and uses of instruments and associated
equipment
19. Where to find out about the principles of electrical all POs
theory and installation techniques and which allow for
the safe connection of instrumentation and associated
equipment

84
UNIT 315 (NET Unit 60): Prepare to work on public lighting systems and associated
equipment

UNIT OVERVIEW

This unit is for:


you if you are preparing to carry out works on public lighting systems and associated
equipment

This unit is about:


ensuring that the public lighting systems and associated equipment are appropriate for the
work site and working conditions

This is what you need to show:


you need to show that you possess the skills and knowledge to:

• determine the site boundaries and the type of equipment present


• assess the site and working conditions for any changes which might impact on
the work you will do
• check that you have the right public lighting components for the work
• carry out the correct procedures with regard to identifying the means of supply
and site service cables

This is what you need to do next:


turn to ‘Key Words and Phrases’, which explains how some words and phrases have been
used in this unit, and will help you understand it more easily.

85
UNIT 315 (NET Unit 60): Prepare to work on public lighting systems and associated
equipment

KEY WORDS AND PHRASES:

Public lighting In this unit, this covers street lighting units, illuminated traffic
and associated signs, traffic signals, motorway communications, lighting for
equipment : public areas, buildings, tunnels or subways, CCTV, motorway
communications
Public lighting In this unit, these are lamps, control gear, photoelectric cell units,
components: timeswitches and luminaires, cutouts, columns, signs, brackets,
bollards, cables and joints
Public lighting In this unit, these are a network of public lighting equipment and
systems: wiring
Work site: In this unit, this refers to the different types of work site where the
installation or maintenance activity is to take place. It could be, for
example, on a motorway, on a highway, on a footpath, on a car
park, a public space or an area to which the public have access.
This is something you would not be able to change and will
always be hazardous owing to traffic and interaction with the
general public
Working In this unit, this refers to the working conditions which exist at that
conditions: point in time when installation and maintenance work is due to
take place. These conditions could vary owing to, for example,
weather conditions, or the need to work around overhead or
underground services (e.g. electricity, gas, water, telephone,
drainage etc.) Or, perhaps other contractors come onto the site to
start their work - their subsequent activities may cause the site to
become hazardous. The need to protect the public or prevent
public access could also impact upon your working conditions
Relevant In this unit, these include: customers, clients, client
person(s): representatives, charge-hands, supervisors, other contractors,
non-electrical operatives, colleagues and the public when
necessary
Current In this unit, these are, for example, the Traffic Signs Manual on
approved Codes (Chapter 8) Temporary Signing and Guarding, codes of practice
of Practice from HSE, NJUG, ILE, HAUC and publications from relevant
organisations
Faults In this unit, these include electrical or structural faults
Site services: In this unit, these are: electricity, water, gas, drainage,
telecommunications, data transmission either underground or
overhead
Personal In this unit, these include safety helmet, highly visibility clothing,
protective rubber gloves, safety shoes and safety harness (for example for
equipment working on mobile elevated work platforms)
Types of supply In this unit, these are either Regional Electricity Companies
(REC) or private
Industry These standards can include relevant British, European and
Standards: International Standards

86
UNIT 315 (NET Unit 60): Prepare to work on public lighting systems and associated
equipment

PERFORMANCE OBJECTIVES

You must ensure that

1. you assess the work site to determine :


• the boundary and
• the nature of the equipment present

2. you confirm with the relevant person the scope of the work to be carried out

3. you review the work site and working conditions for any changes which might impact on
the work due to take place

4. you have available public lighting components

• of the appropriate type, quantity and size


• and which are fit for purpose

5. you identify accurately the means and point(s) of electrical isolation prior to commencing
work

6. when appropriate, you determine the position of site services using suitable equipment

7. you wear suitable personal protective equipment throughout all preparation activities.

87
UNIT 315 (NET Unit 60): Prepare to work on public lighting systems and associated
equipment

KNOWLEDGE REQUIREMENTS

In order to prepare to carry out works on public lighting systems and associated equipment
you should know and understand the following aspects relating to:

Preparation work Performance


Objective no.
1. how to assess sites and understand boundary definitions, 1
different types of equipment under, on and over the highway
2. the scope of the work to be carried out 2
3. the application, advantages and limitations of common types of 2, 3, 4
public lighting systems and associated equipment
4. the materials which are recommended for use as electrical 3
conductors and insulators
5. how to determine the suitability of fixing methods for public 3, 4
lighting systems in the environment of the installation including
the threat from vandalism and unauthorised access
6. hazards present at the work site or from a change in working 3
conditions which need to be controlled
7. how to determine quantities, size and types of components for 4
public lighting systems
8. the correct procedures for a safe isolation with regard to the 5
identification of
• the types of supply
• electrical circuits to be isolated,
• isolation points
9. how to identify the position of site services using equipment 6
10. why and how to avoid site services at the work site 6
11. the importance of wearing appropriate personal protective 7
equipment
12. the legal implications of health and safety in accordance with All POs
current health and safety legislation, regulations and codes of
practice
13. handling public lighting electrical systems and equipment in the All POs
correct manner for health and safety reasons
Principles and theory
14. The latest, relevant Industry Standards relevant to public
lighting systems and associated equipment All POs

15. ILE Code of Practice for Public Lighting All POs

88
UNIT 316 (NET Unit 61): Install and connect public lighting systems, components and
associated equipment

UNIT OVERVIEW

This unit is for:


you if you are required to install and connect public lighting systems, components and
associated equipment.

This unit is about:


following the correct procedures for the installation and connection of public lighting systems,
components and associated equipment.

This is what you need to show:


you need to show that you possess the skills and knowledge to:

• install public lighting systems and associated equipment


• apply the correct methods of isolating electricity supply on site
• position and fix public lighting systems and associated equipment correctly
• connect public lighting systems and associated equipment and check the
connections using safe methods

This is what you need to do next:


look through the ‘Key Words and Phrases’, as they explain how some words and phrases
have been used in this unit, and will help you understand it more easily.

89
UNIT 316 (NET Unit 61): Install and connect public lighting systems, components and
associated equipment

KEY WORDS AND PHRASES

Connections: In this unit, this includes: the termination and connection of wiring
systems to public lighting systems and associated equipment ensuring
that every joint and connection is mechanically and electrically sound
and suitable for use
Tests: In this unit these include electrical tests such as insulation resistance,
polarity and earth loop impedance or functional tests which confirm that
the systems and equipment are working
Public lighting In this unit, this covers street lighting units, illuminated traffic signs, traffic
and associated signals, motorway communications, lighting for public areas, buildings,
equipment : tunnels or subways, CCTV, motorway communications
Public lighting In this unit, these are lamps, control gear, photoelectric cell units,
components: timeswitches and luminaires, cutouts, columns, signs, brackets, bollards,
cables and joints
Public lighting In this unit, these are a network of public lighting equipment and wiring
systems:
Work site: In this unit, this refers to the different types of work site where the
installation or maintenance activity is to take place. It could be, for
example, on a motorway, on a highway, on a footpath, on a car park, a
public space or an area to which the public have access. This is
something you would not be able to change and will always be
hazardous owing to traffic and interaction with the general public
Working In this unit, this refers to the working conditions which exist at that point
conditions: in time when installation and maintenance work is due to take place.
These conditions could vary owing to, for example, weather conditions,
or the need to work around overhead or underground services (e.g.
electricity, gas, water, telephone, drainage etc.) Or, perhaps other
contractors come onto the site to start their work - their subsequent
activities may cause the site to become hazardous. The need to protect
the public or prevent public access could also impact upon your working
conditions
Relevant In this unit, these include: customers, clients, client representatives,
person(s): charge-hands, supervisors, other contractors, non-electrical operatives,
colleagues and the public when necessary
Current In this unit, these are, for example, the Traffic Signs Manual on (Chapter
approved Codes 8) Temporary Signing and Guarding, codes of practice from HSE, NJUG,
of Practice: ILE, HAUC and publications from relevant organisations
Personal In this unit, these include safety helmets, safety goggles, highly visibility
protective clothing, rubber gloves, tools, safety shoes and safety harnesses (for
equipment: example for working on mobile elevated work platforms)
Types of In this unit, these are either Regional Electricity Companies (REC) or
supply: private
Industry These standards can include relevant British, European and International
Standards: Standards

90
UNIT 316 (NET Unit 61): Install and connect public lighting systems, components and
associated equipment

PERFORMANCE OBJECTIVES

You must ensure that:

1. you implement a safe system of work during your installation and connection activities

2. you follow agreed procedures to ensure the co-ordination of the activities of other trades

3. you use all tools and equipment safely following the manufacturer’s instructions and your
organisation’s procedures

4. you carry out safe and secure isolation procedures

5. you follow the correct procedures for installing appropriate to the type of supply and cut
outs

6. you fix all public lighting components and associated equipment

• in an appropriate position to enable ease of access and facilitate future


maintenance
• to comply with relevant regulations and manufacturers’ instructions

7. the connections you make:

• comply with relevant regulations


• are electrically and mechanically sound
• are identified correctly and clearly

8. you test the connections by following safe and industry approved procedures

9. when appropriate, you take safe and suitable action to remedy any identified defects

10. where you are unable to complete specified work, you report the matter to the relevant
person(s) clearly and accurately.

11. your work records are accurate, complete, up to date and passed to the relevant person(s)
promptly.

91
UNIT 316 (NET Unit 61): Install and connect public lighting systems, components and
associated equipment

KNOWLEDGE REQUIREMENTS

In order to install and connect public lighting systems and associated equipment you should
know and understand the following aspects relating to:

Installing and connecting: Performance


objective no.
1. procedures for an assessment of risk and how to implement a safe 1
system of work
2. site procedures for ensuring the co-ordination with other trades 2
3. organisational procedures and manufacturers' instructions for using 3
tools and equipment
4. the correct procedures for a safe and secure isolation with regard to: 4
• an assessment of safe working practice,
• correct identification of circuits to be isolated,
• correct test and proving instruments selected,
• use of correct testing methods, and
• correct selection of devices for securing isolation
5. the implications for relevant parties for carrying out an isolation 4
6. the correct procedures for dealing with electricity company supplies 5
and private supplies
7. the existence and application of relevant regulations and 6
manufacturers' instructions for fixing equipment
8. how to interpret diagrams and drawings to enable the correct 6
positioning and fixing of equipment
9. how lighting circuits work for various lamp types and wattages (e.g. 7
SOX,SON etc.)
10. the function of control gear items and switching equipment 7
11. the procedures for the connection of single and multi-phase circuits 7
12. the main types, advantages and limitations of different electrical 7
connections, including
• temporary or permanent purposes
• joints and connections which are of strength and conductance to
allow for the passage of fault currents and to prevent corrosion
13. how to interpret diagrams and drawings to facilitate the connection of 7
public lighting systems and associated equipment
14. the procedures for ensuring a connection is electrically and 7
mechanically sound and identified clearly and correctly
15. the appropriate tests to be carried out on completion 8
16. safe action to take to remedy defects 9
17. organisational reporting and recording procedures which might 10, 11
include organisational or external Quality Assurance systems
18. the importance of using personal protective equipment and safe all POs
appropriate tools for specific jobs
19. the legal responsibilities in accordance with current health and safety all POs
regulations, legislation and codes of practice
20. the hazards associated with using electrical equipment and plant all POs
including their lifting, handling and fixing

92
Principles and theory Performance
objective no.
21. The latest Industry Standards for public lighting systems and all POs
associated equipment.
22. The current edition of the Electrical Association Engineering all POs
Memorandum (G39).
23. The ILE Code of Practice. all POs
24. Where to find out about the principles of electrical theory and all POs
installation techniques which allow for the safe installation and
connection of public lighting systems and associated equipment

93
UNIT 317 (NET Unit 63): Inspect and test a public lighting system and associated
equipment

UNIT OVERVIEW

This unit is for:


you if you are required to inspect and test public lighting systems and associated equipment

This unit is about:


carrying out the process of inspecting and testing public lighting systems and associated
equipment in a safe manner and in the correct sequence to ensure that the installation
complies with the client's requirements and the industry codes of practice

This is what you need to show:


you need to show that you possess the skills and knowledge to:

• carry out an assessment of risks to implement a safe system of work under test
conditions
• follow safe and secure isolation procedures when appropriate
• confirm the safety and integrity of the public lighting systems and associated
equipment by inspection and testing, and
• prepare a report of your inspection and test results

This is what you need to do next:


turn to the section on ‘Key Words and Phrases’. This explains how some words and phrases
have been used in this standard, and will help you understand it more easily.

94
UNIT 317 (NET Unit 63): Inspect and test a public lighting system and associated
equipment

Key Words And Phrases

Public lighting In this unit, this covers street lighting units, illuminated traffic signs, traffic
and associated signals, motorway communications, lighting for public areas, buildings,
equipment : tunnels or subways, CCTV, motorway communications
Public lighting In this unit, these are lamps, control gear, photoelectric cell units,
components: timeswitches and luminaires, cutouts, columns, signs, brackets, bollards,
cables and joints
Public lighting In this unit, these are a network of public lighting equipment and wiring
systems:
Work site: In this unit, this refers to the different types of work site where the
installation or maintenance activity is to take place. It could be, for
example, on a motorway, on a highway, on a footpath, on a car park, a
public space or an area to which the public have access. This is
something you would not be able to change and will always be
hazardous owing to traffic and interaction with the general public
Working In this unit, this refers to the working conditions which exist at that point
conditions: in time when installation and maintenance work is due to take place.
These conditions could vary owing to, for example, weather conditions,
or the need to work around overhead or underground services (e.g.
electricity, gas, water, telephone, drainage etc.) Or, perhaps other
contractors come onto the site to start their work - their subsequent
activities may cause the site to become hazardous. The need to protect
the public or prevent public access could also impact upon your working
conditions
Relevant In this unit, these include: customers, clients, client representatives,
person(s): charge-hands, supervisors, other contractors, non-electrical operatives,
colleagues and the public when necessary
Current In this unit, these are, for example, the Traffic Signs Manual on (Chapter
approved Codes 8) Temporary Signing and Guarding, codes of practice from HSE, NJUG,
of Practice ILE, HAUC and publications from relevant organisations
Faults In this unit, these include electrical or structural faults
Site services: In this unit, these are: electricity, water, gas, drainage,
telecommunications, data transmission either underground or overhead
Personal In this unit, these include safety helmet, highly visibility clothing, rubber
protective gloves, safety shoes and safety harness (for example for working on
equipment mobile elevated work platforms)
Types of supply In this unit, these are either Regional Electricity Companies (REC) or
private
Connections: In this unit, this includes: the termination and connection of wiring
systems to public lighting systems and associated equipment ensuring
that every joint and connection is mechanically and electrically sound
and suitable for use
Tests: In this unit these include electrical tests such as insulation resistance,
polarity and earth loop impedance or functional tests which confirm that
the systems and equipment are working
Industry These standards can include relevant British, European and International
Standards: Standards

95
UNIT 317 (NET Unit 63): Inspect and test a public lighting system and associated
equipment

PERFORMANCE OBJECTIVES

You must ensure that:

1. you confirm with the relevant person the scope of the work to be carried out

2. you carry out an assessment of risks and produce a safe system of work to comply with
health and safety legislation, regulations and codes of practice

3. you confirm that your safe system of work is appropriate to the scope of work

4. you confirm that your test instruments are

• appropriate to the job in hand,


• fit for purpose, and
• have a current calibration certificate

5. you conduct a structural inspection in accordance with the requirements of the client and
the industry codes of practice

6. you conduct the required tests to ensure that the installation complies with

• the latest Industry Standards relevant to public lighting systems and associated
equipment,
• manufacturers' instructions
• the client's requirements

7. where the test results reveal problems, you report the problems to the relevant person(s)

8. you carry out the correct functional tests to determine whether the completed installation
operates prior to leaving the site

9. you prepare a formal record of the inspection and testing in accordance with the client's
requirements and the industry codes of practice

96
UNIT 317 (NET Unit 63): Inspect and test a public lighting system and associated
equipment

KNOWLEDGE REQUIREMENTS

In order to inspect, test and commission an electrical installation you should know and
understand the following aspects relating to:

Inspecting, Testing And Commissioning Performance


objective no.
1. the scope, type and requirements of the inspection and testing of 1
public lighting systems and associated equipment
2. procedures for an assessment of risk and how to implement a safe
system of work 2, 3
3. the specific procedures and requirements for: 3
• initial and periodic inspection and testing
• pre-commissioning and commissioning
4. the correct procedures for a safe isolation with regard to: 2, 3
• an assessment of safe working practice,
• correct identification of circuits to be isolated,
• correct test and proving instruments selected,
• use of correct testing methods, and
• correct selection of devices for securing isolation.
5. the importance of choosing the correct instruments for the particular 4
test
6. the main methods for checking test instruments are functioning and 4
in calibration
7. best practice with regard to methods of testing and the correct 6
sequence of testing
8. the characteristics of different types of cabling and components and 6, 7
how they impact on the test
9. the approved procedures and requirements for commissioning the 8
installation
10. the importance of accurate recording of the test 9
11. approved recording and reporting procedures for inspection and test 9
results
12. the legal responsibilities in accordance with current health and all POs
safety regulations and legislation and codes of practice
13. precautions necessary for testing energised equipment 6, 8
Principles and theory
14. The latest Industry Standard for public lighting systems. all POs
15. The current edition of the Electrical Association Engineering all POs
Memorandum (G39).
16. ILE Code of Practice. all POs
17. Where to find out about the principles of electrical theory and all POs
installation techniques for the inspection and testing of public lighting
systems and associated equipment.

97
UNIT 318 (NET Unit 65): Carry out emergency work on public lighting systems and
associated equipment

UNIT OVERVIEW

This unit is for:

you if you are required to carry out emergency work on public lighting systems and
associated equipment.

This unit is about:

ensuring that safe and approved methods are used to carry out emergency work on
public lighting and associated electrical equipment

This is what you need to show:

you need to show that you possess the skills and knowledge to:

• assess the likely hazards and risks to yourself and others resulting from the
emergency situation
• assess the site for damaged equipment
• ensure the site is safe and secure for site personnel and the general public
• repair equipment where appropriate
• report work that cannot be repaired
• record the results of your work

This is what you need to do next:

look through the ‘Key Words and Phrases’, as they explain how some words and
phrases have been used in this unit, and will help you understand it more easily.

98
UNIT 318 (NET Unit 65): Carry out emergency work on public lighting systems and
associated equipment

KEY WORDS AND PHRASES

Public lighting In this unit, this covers street lighting units, illuminated traffic signs,
and associated traffic signals, motorway communications, lighting for public areas,
equipment : buildings, tunnels or subways, CCTV, motorway communications
Public lighting In this unit, these are lamps, control gear, photoelectric cell units,
components: timeswitches and luminaires, cutouts, columns, signs, brackets,
bollards, cables and joints
Public lighting In this unit, these are a network of public lighting equipment and wiring
systems:
Work site: In this unit, this refers to the different types of work site where the
installation or maintenance activity is to take place. It could be, for
example, on a motorway, on a highway, on a footpath, on a car park, a
public space or an area to which the public have access. This is
something you would not be able to change and will always be
hazardous owing to traffic and interaction with the general public
Working In this unit, this refers to the working conditions which exist at that point
conditions: in time when installation and maintenance work is due to take place.
These conditions could vary owing to, for example, weather conditions,
or the need to work around overhead or underground services (e.g.
electricity, gas, water, telephone, drainage etc.) Or, perhaps other
contractors come onto the site to start their work - their subsequent
activities may cause the site to become hazardous. The need to
protect the public or prevent public access could also impact upon your
working conditions
Relevant In this unit, these include: employees of the emergency services,
person(s): supervisors, other contractors
Current In this unit, these are, for example, the Traffic Signs Manual on
approved Codes (Chapter 8) Temporary Signing and Guarding, codes of practice from
of Practice: HSE, NJUG, ILE, HAUC and publications from relevant organisations
Faults: In this unit, these include electrical or structural faults
Site services: In this unit, these are: electricity, water, gas, drainage,
telecommunications, data transmission either underground or
overhead
Personal In this unit, these include safety helmet, highly visibility clothing, rubber
protective gloves, safety shoes and safety harness (for example for working on
equipment: mobile elevated work platforms)
Types of In this unit, these are either Regional Electricity Companies (REC) or
supply: private
Connections: In this unit, this includes: the termination and connection of wiring
systems to public lighting systems and associated equipment ensuring
that every joint and connection is mechanically and electrically sound
and suitable for use
Tests: In this unit these include electrical tests such as insulation resistance, polarity
and earth loop impedance or functional tests which confirm that the systems
and equipment are working
Industry These standards can include relevant British, European and
Standards: International Standards

99
UNIT 318 (NET Unit 65): Carry out emergency work on public lighting systems and
associated equipment

PERFORMANCE OBJECTIVES

You must ensure that:

1. you prepare for the emergency work by confirming its nature and location of the checking
you have appropriate equipment

2. you follow agreed procedures to ensure co-ordination as appropriate with


• with the Emergency Services
• with relevant the person(s)

3. you carry out an accurate assessment of the site to determine the:

• structural damage
• electrical damage
• type of electrical supply present at the site

4. you carry out safe and secure isolation procedures

5. you make safe the public lighting and associated equipment, where appropriate, cables to
prevent immediate danger to the public, yourself and other site personnel

6. you identify equipment which:

• can be removed from the site


• can be left safely on site

7. you monitor that the site is safe and secure and protects the public, vehicular traffic and
livestock from harm

8. you keep the relevant person(s) and emergency services aware of your actions regularly

9. you follow agreed organisational procedures to obtain technical back-up and additional
resources where necessary

10. your records about the work are accurate and complete and passed to the relevant
person(s) promptly

100
UNIT 318 (NET Unit 65): Carry out emergency work on public lighting systems and
associated equipment

KNOWLEDGE REQUIREMENTS

In order to carry out emergency work on public lighting systems and associated equipment
you should know and understand the following aspects relating to:

Carrying out emergency work Performance


objective no.
1. the correct procedures for preparations for attending to emergency 1
work
2. the correct site procedures for co-ordination with emergency 2
service work and other relevant people
3. how to carry out a safe assessment of the site and plan site 3
working
4. the procedures for identifying structural damage and electrical 3
damage
5. how to identify the different types of supply 3
6. what the correct procedures are to effect a safe isolation 4
7. the correct procedures for making Electricity Company and private 5
supplies safe
8. how to identify which equipment must be removed and which can 6
be safely left
9. how to light, sign and guard the site to protect the public, livestock 7
and vehicular traffic
10. when to request technical backup and when it is safe to repair and 9
is within your job responsibility to do so
11. organisational reporting and recording procedures and those 10
relating to involving technical advice and additional resources
12. the importance of using personal protective equipment and safe all POs
appropriate tools for specific jobs
13. the legal responsibilities in accordance with current health and all POs
safety regulations, legislation and codes of practice
14. the hazards associated with underground and overhead cables and all POs
other services
Principles and theory
15. The latest Industry Standards for public lighting systems and all POs
associated equipment.
16. Your responsibilities under the New Roads and Streets Works Act. all POs
17. The ILE Code of Practice. all POs
18. Where to find out about the principles of electrical theory and all POs
installation techniques which allow for the safe emergency working
on public lighting systems and associated equipment.

101
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102
National Occupation Standards
Level 3 NVQ in Electrotechnical Panel Building

Units 319-325

103
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104
UNIT 319 (NET Unit 18a): Ensure safe electrical working when building panels

UNIT OVERVIEW

This unit is for:

you if you build panels as you will need to ensure the workplace is continually safe for
electrical work

This unit is about:

assessing the workplace for hazards prior to, during and on completion of work on panel
building

This is what you need to show:

you need to show that you possess the skills and knowledge to:

• assess the working conditions for health and safety purposes


• plan a safe programme of work
• carry out safe working practices including use of access equipment
• monitor that the workplace remains continually safe during working
• ensure it is left in a safe and secure condition on completion

What you need to do next:

look at the ‘Key Words and Phrases’ section. This explains some words and phrases which
have been used in this unit, and will help you understand it more easily.

105
UNIT 319 (NET Unit 18a): Ensure safe electrical working when building panels

KEY WORDS AND PHRASES

Workplace: In this unit, this refers to the immediate area where the
panel is being built.
Working environment: In this unit, this refers to the workplace's environment
which may be affected by other associated or allied
trades, such as paint spraying work, sheet metal work
Working conditions: In this unit, this refers to the working conditions which
exist at that point in time when the panel building is
due to take place. The physical dimensions of the
panel being built may affect the working conditions.
Access equipment: In this unit, these include: stepladders, trestles, mobile
scaffolding, platform systems.
Relevant person(s): In this unit, these include: customers, clients, client
representatives, charge-hands, supervisors, other
contractors, non-electrical operatives, colleagues.
Panel Types: In this unit, these include: switchboards, mccs, control
panels, etc. A control panel is a multi-functional
enclosure which contains an electrical system of
control components and whose uses are explained by
a circuit diagram.
Equipment: In this unit, this includes switchgear, distribution
boards, motor starters, controllers, instrumentation and
their control systems, components and accessories
Safe system of work: In this unit, this refers to a system of work which will
include procedures such as safe isolation, permits to
work, wearing personal protective equipment and
other procedures, as appropriate, identified during an
assessment of risks.

The system of work may take the form of a method


statement

106
UNIT 319 (NET Unit 18a): Ensure safe electrical working when building panels

PERFORMANCE OBJECTIVES

You must ensure that:

1. you carry out an assessment of risks of the workplace and the working environment to
comply with health and safety regulations and other legislation applicable to the panel
being built

2. you agree a safe programme of work with the relevant person(s)

3. you use suitable warning notices and barriers to prevent unauthorised entry to the
workplace as identified by the assessment of risks

4. you minimise the risks associated with the tools, plant, equipment, materials and access
equipment applicable to the panel being built

5. you monitor regularly that the working conditions remain safe for work to continue

6. you operate the tools, equipment, plant and, when necessary, access equipment
following suppliers' instructions and health and safety requirements

7. you check that your tools, equipment, plant and materials at the workplace are stored
safely and securely during work activities and removed on completion

8. on completion of your work the immediate workplace is left in a safe and satisfactory
condition in accordance with health and safety regulations and good housekeeping
practice

107
UNIT 319 (NET Unit 18a): Ensure safe electrical working when building panels

KNOWLEDGE REQUIREMENTS

In order to be able to understand safe working practices when building panels, you should
know and understand the following aspects relating to:

Health and Safety Performance


objective no
1. how to carry out an assessment of risks with regard to: 1, 2, 3

•access to the immediate workplace,


•preventing unauthorised access,
•others working at the workplace,
•systems and equipment integrity,
•the working environment.
2. the regulatory and your organisation’s requirements for correctly 6, 7, 8
handling and storing tools, equipment, materials and access
equipment
3. when it is safe for work to proceed, continue or to leave when 5, 8
work finishes
4. the need for safety, welfare and access arrangements to be in 3
force at the workplace
5. use, care and storage of substances covered by COSHH 6, 7, 8
6. the legal responsibilities for health and safety in accordance with all POs
current heath and safety legislation, regulations and codes of
practice
Working practices Performance
objective no
7. the importance of ‘good housekeeping’ procedures in maintaining 8
a safe working environment
8. the potential consequences of failure to follow specified working 6
practices and suppliers’ instructions for the use of tools,
equipment, plant and materials
9. your organisation’s procedures for safe working practices and the all POs
monitoring of working conditions

108
UNIT 320 (NET Unit 22): Prepare to build panels

UNIT OVERVIEW

This unit is for:

you if you are preparing to build a custom-built panel in the workplace

This unit is about:

ensuring that the conductor systems and equipment are suitable for the panel type and its
specification, and planning a safe system of work

This is what you need to show:

you need to show that you possess the skills and knowledge to:

• confirm that the work you are going to do meets the relevant person'(s) expectations,
• ensure you have the right materials for that panel type, and that the working conditions
are safe for work to start,
• be sure that the conductor systems and equipment are safe and fit for purpose
• correctly plan a safe system of work.

This is what you need to do next:

turn to ‘Key Words and Phrases’, which explains how some words and phrases have been

used in this unit, and will help you understand it more easily.

109
UNIT 320 (NET Unit 22): Prepare to build panels

KEY WORDS AND PHRASES

Equipment: In this unit, this includes: switchgear, distribution


boards and their component parts, motor starters,
controllers, instrumentation and their control
systems, components and accessories.
Conductor systems: In this unit, these refer to: insulated and non-
insulated conductor systems as specified.
Panel Types: In this unit, these include: switchboards, mccs,
control panels, etc. A control panel is a multi-
functional enclosure which contains an electrical
system of control components and whose uses are
explained by a circuit diagram.
Working environment: In this unit, this refers to the workshop where the
panel building is to take place and this may be
affected by other associated or allied trades for
example paint spraying, sheet metal work, etc.
Working conditions: In this unit, this refers to the working conditions
which exist at that point in time when the panel
building is due to take place. One example may be
the physical dimensions of the panel being built
which may affect working practices.
Safe system of work: In this unit, this refers to a system of work which
will include procedures such as safe isolation,
permits to work, wearing personal protective
equipment, etc identified as being necessary
during an assessment of risks.

The system of work may take the form of a method


statement.
Relevant person(s): In this unit, these include: customers, clients, client
representatives, charge-hands, supervisors, other
contractors, colleagues.
Industry Standards: These standards can include relevant British,
European and International Standards

110
UNIT 320 (NET Unit 22): Prepare to build panels

S
PERFORMANCE OBJECTIVE

You must ensure that

1. you confirm that your plans for the panel building work meet with the expectations of the
relevant person,

2. you report, promptly, any changes to the working conditions of the workplace which might
impact on the panel building to the relevant person(s)

3. you prepare a schedule of equipment applicable to the panel type from customer
information and specifications

4. the conductor systems and equipment you have ready for use meet the requirements of
the latest issue of the circuit diagrams and layout drawings,

5. you confirm that the conductor systems and equipment are:

• fit for purpose, and


• appropriate for the panel type to be built,

6. you obtain all relevant manufacturers’ data, publications and the latest, relevant Industry
Standards for the panel’s conductor systems and equipment,

7. you confirm that there are no hazards which could harm yourself or other people prior to
commencing work,

8. you plan a system of work for use throughout the panel building which is safe and effective

111
UNIT 320 (NET Unit 22): Prepare to build panels

KNOWLEDGE REQUIREMENTS

In order to prepare to build panels you should know and understand the following aspects
relating to:

Preparing to build panels Performance


Objective no
1. contract responsibilities and legal implications with respect to 1
• agreeing variations to the panel building not within the contract/
specification
• start and finish dates
2. how to carry out an assessment of risks and plan a system of work 2, 6, 8
with regard to:
• access to the workplace,
• preventing unauthorised access,
• others working at the workplace,
• systems and equipment integrity,
• the working environment.
3. the materials, their advantages, limitations and applications used 4, 5
as electrical conductors and insulators
4. the advantages and limitations of conductor systems, equipment 4, 5
and panel types
5. methods of determining the quantity and current carrying capacity 4, 5
of conductor systems
6. how to prepare a schedule of equipment required for panel building 3
from customer information or specifications
7. how to determine the suitability of a conductor system and panel 5
building equipment for a particular environment
8. how to interpret circuit diagrams and layout drawings and the 4
planned location for conductor systems and equipment within each
panel type
9. how to use and interpret the relevant Industry Standards and 7
manufacturer’s data and publications
Health and safety Performance
Objective no
10. responsibilities for health and safety in accordance with current all POs
health and safety legislation, regulations and codes of practice
11. the potential hazards in the panel building environment and how all Pos
the risks to others can be minimised
12. the legal responsibilities for health and safety in accordance with all Pos
current health and safety legislation, regulation and codes of
practice
Principles and theory Performance
Objective no
13. The latest, relevant Industry Standards applicable to the all Pos
preparation of panel building
14. Where to find out about the principles of electrical theory and
installation techniques and those which are appropriate to the all Pos
preparation of building panels
15. Where to find relevant manufacturers’ data and publications 6

112
UNIT 321 (NET Unit 27): Build panels using safe and
approved methods

UNIT OVERVIEW

This unit is for:

you if you build panels in the workplace

This unit is about:

following the correct procedures for building panels.

This is what you need to show:

that you possess the skills and knowledge to:

• build panels using safe and approved methods


• use drawings, diagrams and specifications to assemble the panels,
• check for defects during the building period, and
• take suitable action to remedy defects.

This is what you need to do next:

turn to the section on ‘Key Words and Phrases’. This explains how some words and phrases
have been used in this standard, and will help you understand it more easily.

113
UNIT 321 (NET Unit 27): Build panels using safe and
approved methods
KEY WORDS AND PHRASES

Connections: In this unit, this includes: the termination and


connection of wiring systems and equipment ensuring
that every joint and connection is mechanically and
electrically sound and suitable for use.
Equipment: In this unit, this includes: switchgear, distribution
boards, motor starters, controllers, instrumentation and
their control systems, components and accessories
Conductor systems: In this unit, these refer to: insulated and non insulated
conductor systems as specified.
Panel Types: In this unit, these include switchboards, mccs, control
panels, etc. A control panel is a multi-functional
enclosure which contains an electrical system of
control components and whose uses are explained by
a circuit diagram.
Safe system of work: In this unit, this refers to a system of work which will
include procedures such as safe isolation, permits to
work, wearing personal protective equipment, as
appropriate, identified as being necessary during an
assessment of risks.

The system of work may take the form of a method


statement.
Relevant person(s): In this unit, these include customers, clients, client
representatives, charge-hands, supervisors, other
contractors, colleagues.
Industry Standards: These standards can include relevant British,
European and International Standards

114
UNIT 321 (NET Unit 27): Build panels using safe and
approved methods

PERFORMANCE OBJECTIVES

You must ensure that

1. you carry out an assessment of risks and follow a safe system of work which is safe and
effective throughout all panel building activities,

2. you assemble the main body of the panel to comply with drawings, diagrams and the
relevant specification

3. you measure and mark out locations for panel equipment to comply with the drawings,
diagrams and the relevant specification

4. you install and connect the panel’s conductor systems and equipment safely to comply
with

• the drawings,
• the diagrams,
• the relevant specification
• and the latest, relevant Industry Standards

5. you label, clearly, the conductors, connections and equipment to meet with the relevant
specification and legal requirements

6. when necessary, you take safe and suitable remedial action to correct any identified
defects during the building period in accordance with industry practices

7. you complete any necessary documentation relating to the work legibly, accurately and in
a timely manner to meet with organisational requirements.

115
UNIT 321 (NET Unit 27): Build panels using safe and
approved methods
KNOWLEDGE REQUIREMENTS

In order to build panels using safe and approved methods you should know and understand
the following aspects relating to:

building panels performance


objective no
1. how to carry out an assessment of risks and plan a safe system of 1
work with regard to:
• access to the workplace,
• others working at the site
• the working environment
• preventing unauthorised access
• systems and equipment integrity
2. safe methods and techniques of assembling the main body of 2
panels
3. main types, the advantages and limitations of different electrical 4
connections
4. how to interpret circuit diagrams and drawings to facilitate the 2, 3, 4,
building of the main body of the panel and the connection of
conductor systems and equipment
5. the procedures and techniques for the connection of single and 4
multi-phase, control circuits and for the connection of equipment
within the panel
6. the requirements of joints and connections to be of strength and 4
conductance to allow for the passage of fault currents and to
prevent corrosion
7. industry approved procedures for labelling conductors, connections 5
and equipment for identification purposes
8. how to identify defects and the implications of carrying out remedial 6
action
9. organisational procedures for the completion of necessary 7
documentation which might include organisational or external QA
systems
Performance
Health and safety: objective no

10. the importance of using personal protective equipment and safe all Pos
appropriate tools for specific jobs
11. the procedures for reporting any potentially dangerous situations or 6, 7
incidents
12. the legal responsibilities for health and safety in accordance with all Pos
current health and safety legislation, regulations and codes of
practice
13. handling conductor systems and equipment in the correct manner all Pos
Principles and theory Performance
objective no
14. The latest, relevant Industry Standards applicable to the building of all POs
panels
15. Where to find out about the principles of electrical theory and
installation techniques and those appropriate to building panels all Pos

116
UNIT 322 (NET Unit 46): Carry out inspection and testing of panels

UNIT OVERVIEW

This unit is for:

you if you inspect and test built panels

This unit is about:

following industry approved practices and procedures for the inspection and testing of built
panels

This is what you need to show:

you need to show that you possess the skills and knowledge to:

• visually inspect a built panel,


• select and correctly use the appropriate testing equipment,
• carry out all tests in the appropriate sequence and
• keep good records of the procedures and results.

This is what you need to do next:

turn to the section on ‘Key Words and Phrases’. This explains how some words and phrases
have been used in this standard, and will help you understand it more easily.

117
UNIT 322 (NET Unit 46): Carry out inspection and testing of panels

Key Words And Phrases

Connections: In this unit, this includes the termination and connection


of wiring systems and equipment ensuring that every
joint and connection is mechanically and electrically
sound and suitable for use.
Equipment: In this unit, this includes switchgear, distribution
boards, motor starters, controllers, instrumentation and
their control systems, components and accessories
Conductor systems: In this unit, these refer to: insulated and non insulated
conductor systems as specified.
Panel Types: In this unit, these include switchboard, mccs, control
panels, etc. A control panel is a multi-functional
enclosure which contains an electrical system of
control components and whose uses are explained by
a circuit diagram.
Safe system of work: In this unit, this refers to a system of work which will
include procedures such as safe isolation, permits to
work, wearing personal protective equipment, as
appropriate, identified as being necessary during an
assessment of risks.

The system of work may take the form of a method


statement.
Tests: In this unit, these include tests appropriate to
conductors; insulation resistance; pressure tests;
polarity and phase-sequencing; the operation of
protective equipment; functional operation of control
circuits, components and equipment;
Relevant person(s): In this unit, these include customers, clients, client
representatives, charge-hands, supervisors, other
contractors, colleagues.
Industry Standards: These standards can include relevant British, European
and International Standards

118
UNIT 322 (NET Unit 46): Carry out inspection and testing of panels

PERFORMANCE OBJECTIVES

You must ensure that:

1. you plan and agree the inspection and testing procedures with the relevant person (s)

2. you undertake an assessment of risks prior to carrying out the inspection and testing

3. you conduct a visual inspection and confirm the panel assembly is in accordance with :
• the latest, relevant Industry Standards,
• relevant diagrams,
• relevant drawings,
• and the relevant specification.

4. you confirm that your test instruments:


• are appropriate to the job in hand,
• are fit for purpose and
• have a current calibration certificate

5. you follow the correct procedures for carrying out a safe and secure isolation
• to each functional unit prior to testing, and
• to the completed panel on completion of functional testing

6. you conduct, in the correct sequence, appropriate tests in accordance with


• approved industry practices
• the latest, relevant Industry Standards
• manufacturers' recommendations and
• the relevant specification

7. all approved panels conform to


• the latest, relevant Industry Standards
• manufacturers' recommendations
• the relevant specification

8. panels which do not function correctly and safely, you report to the relevant person(s)
promptly

9. you prepare and complete relevant documentation to record confirmation of the panel’s
conformity to the relevant specification

10. your handover of the panel to the relevant person(s) includes accurate and complete
information and documentation for its continued safe and effective use

119
UNIT 322 (NET Unit 46): Carry out inspection and testing of panels

KNOWLEDGE REQUIREMENTS

In order to inspect and test panels using safe and approved methods you should know and
understand the following aspects relating to:
Inspecting and Testing Performance
objective no.
1. the purpose and requirements of the panel(s) to be inspected and tested 1
2. how to carry out an assessment of risks and plan a safe system of work 2
with regard to:
• access to the workplace
• others working at the site
• the working environment
• preventing unauthorised access
• systems and equipment integrity
3. the requirements of an inspection with regard to: 3
• selection, identification and connection of conductors
• protection against contact and fire
• labelling,
• access to switchgear and equipment
• availability of danger, warning notices, diagrams and instructions
4. the importance of choosing the correct instruments for testing 4
5. the procedures for checking test instruments are fit for purpose and are 4
calibrated
6. the correct procedures for a safe isolation with regard to: 5
• an assessment of safe working practice
• correct identification of circuits to be isolated
• correct test and proving instruments selected
• application of industry approved testing methods, and
• correct selection of devices for securing isolation
7. approved industry procedures and practices for testing the built panel 1, 6, 7
8. the importance of accurate labelling and recording of the results of test 9
activities
9. the characteristics and limitations of different types of conductors and 6, 7
components and how they impact on the testing of the panel
10. organisational requirements with regard to completing test 8, 9
documentation and reporting failed panels
Health and Safety Performance
objective no.
11. carrying out the tests and their effect on equipment not part of the fixed 6, 7
installation
12. industry approved procedures and practices for the use of test equipment 1, 6
13. the legal responsibilities for health and safety in accordance with current all POs
health and safety legislation, regulations and codes of practice
Principles and theory Performance
objective no.
14. The latest, relevant Industry Standards applicable to the inspection and all POs
testing of built panels
15. Where to find out about the principles of electrical theory and installation all POs
techniques and those which are appropriate to safe inspection and
testing

120
UNIT 323 (NET Unit 54a): Diagnose and correct faults in panels

UNIT OVERVIEW

This unit is for:

you if you diagnose and correct faults in panels and take appropriate action.

This unit is about:

the safe identification and rectification of faults using safe and approved methods

This is what you need to show:

you need to show you possess the skills and knowledge to:

• use safe methods of diagnosing faults,


• rectify faults using safe and approved methods
• make the correct use of test equipment and tools.

This is what you need to do next:

turn to the section on ‘Key Words and Phrases’. This explains how some words and
phrases have been used in this standard, and will help you understand it more easily.

121
UNIT 323 (NET Unit 54a): Diagnose and correct faults in panels

Key Words and Phrases

Faults: In this unit, faults include: overload, earth leakage


faults, open circuits, short circuits, high resistance
joints, incomplete circuits and oversensitive/ non-
performing protective devices
Connections: In this unit, this includes the termination and
connection of wiring systems and equipment
ensuring that every joint and connection is
mechanically and electrically sound and suitable for
use.
Equipment: In this unit, this includes switchgear, distribution
boards, motor starters, controllers, instrumentation
and their control systems, components and
accessories
Conductor systems: In this unit, these refer to: insulated and non
insulated conductor systems as specified.
Panel Types: In this unit, these could include switchboard, mccs,
control panels. A control panel is a multi-functional
enclosure which contains an electrical system of
control components and whose uses are explained
by a circuit diagram.
Safe system of work: In this unit, this refers to a system of work which will
include procedures such as safe isolation, permits to
work, wearing personal protective equipment, as
appropriate, identified as being necessary during an
assessment of risks.

The system of work may take the form of a method


statement.
Tests: In this unit these are to identify and locate faults and
may include tests appropriate to conductors;
insulation resistance; pressure tests; polarity and
phase-sequencing; the operation of protective
equipment; functional operation of control circuits,
components and equipment;
Relevant person(s): In this unit, these include customers, clients, client
representatives, charge-hands, supervisors, other
contractors, colleagues.
Industry Standards: These standards can include relevant British,
European and International Standards

122
UNIT 323 (NET Unit 54a): Diagnose and correct faults in panels

PERFORMANCE OBJECTIVES

You must ensure that:

1. you obtain clear and detailed information relating to the faults including the specification
and condition of the faulty electrical equipment

2. you advise the relevant people clearly and accurately about the potential disruption and
consequences of carrying out a diagnosis and correction of faults

3. you agree the appropriate repairs and their costs with the relevant people in accordance
with organisational procedures

4. you undertake an assessment of risks and plan a safe system of work to comply with
health and safety regulations

5. you follow the correct procedures for identifying and carrying out a safe and secure
isolation

6. you follow the safe system of work to perform suitable tests on the installed equipment to
identify the faults

7. you correct the fault, in accordance with specifications for

• the equipment, and


• the conductor systems

using the appropriate tools, equipment and materials

8. you inspect and test that the repaired electrical equipment is functioning correctly in
accordance with the equipment specifications and conductor systems

9. you complete the relevant documentation to comply with organisational requirements.

123
UNIT 323 (NET Unit 54a): Diagnose and correct faults in panels

KNOWLEDGE REQUIREMENTS

In order to diagnose and correct electrical faults in panels you should know and understand
the following aspects

Diagnosing and correcting faults: Performance


objective no.
1. the necessary information for carrying out a successful fault 1
diagnosis
2. the implications for relevant parties of carrying out an isolation in 2, 3
order to undertake fault finding
3. how to carry out an assessment of risks and plan a system of work 4
with regard to:
• access to the workplace,
• preventing unauthorised access,
• others working at the workplace,
• systems and equipment integrity,
• the working conditions and the working environment.
4. the correct procedures for a safe and secure isolation with regard 5
to:
• an assessment of safe working practice,
• correct identification of circuits to be isolated,
• correct test and proving instruments selected,
• use of correct testing methods, and
• correct selection of devices for securing isolation
5. the advantages and limitations of fault diagnosis techniques 6
6. the correct sequence of tests for locating faults 6
7. the main types, advantages and limitations of test instruments for 7
use with the installation
8. the correct methods for checking that test instruments are 7
functional and in calibration
9. the main requirements and procedures of inspecting and testing 8
panels when undertaking fault finding
10. organisational requirements with regard to completing test results 9
and all relevant documentation
Health and Safety Performance
objective no.
11. importance of using personal safety equipment and appropriate all POs
tools for specific jobs
12. the legal responsibilities for health and safety in accordance with all POs
current health and safety legislation, regulations and codes of
practice
Principles and theory Performance
objective no
13. The latest, relevant Industry Standards applicable to the diagnosis all POs
and correction of faults in built panels
14. Where to find out about the principles of electrical theory and all POs
installation techniques and which are appropriate to the diagnosis
and correction of faults in built panels

124
UNIT 324 (NET Unit 70a): Provide technical and functional
information to relevant people relating to panels

UNIT OVERVIEW

This unit is for:

you if you pass on technical or functional information relating to custom-built panels

This unit is about:

supplying technical and functional information accurately on appropriate occasions or at


handover with the right amount of detail bearing in mind the level of awareness of the recipient
of the information.

This is what you need to show:

you need to show that you possess the skills and knowledge to:

identify who should receive such information and at what level of detail
supply the information that is within your job capabilities and responsibilities
pass on the necessary safety considerations in the correct manner

What you need to do next:

turn to the section on ‘Key Words and Phrases’. This explains how some words and phrases
have been used in this standard, and will help you understand it more easily.

125
UNIT 324 (NET Unit 70a): Provide technical and functional
information to relevant people about electrotechnical
systems and equipment

KEY WORDS AND PHRASES:

Technical Information In this unit, this will include information covering


specifications of the panel types, manufacturers'
instructions and data
Functional Information In this unit, this will include information covering user
instructions, including the circumstances when other
relevant people should be called in
Relevant people: In this unit these will include: customers, clients, client
representatives, charge-hands, supervisors, other
contractors
Equipment: In this unit, this will include switchgear, distribution
boards, motor starters, controllers, instrumentation
and their control systems, components and
accessories
Panel Types: In this unit, these will include switchboard, mccs,
control panels, etc. A control panel is a multi-
functional enclosure which contains an electrical
system of control components and whose uses are
explained by a circuit diagram.
Safe system of work: In this unit, this refers to a system of work which will
include procedures such as safe isolation, permits to
work, wearing personal protective equipment, as
appropriate, identified as being necessary during an
assessment of risks.

The system of work may take the form of a method


statement.

126
UNIT 324 (NET Unit 70a): Provide technical and functional
information to relevant people about electrotechnical
systems and equipment

PERFORMANCE OBJECTIVES

You must ensure that:

1. you identify the relevant people that need to be supplied with technical and functional
information

2. you discuss, with the relevant people, their technical and functional information
requirements

3. you obtain current and relevant information from appropriate sources

4. you assess the nature and extent of information required by the relevant people in
order for the installation, or equipment, to be operated safely and effectively

5. you pass on the information in a timely, courteous and professional manner and in
accordance with organisational procedures

6. you provide written technical and functional information to the relevant people in
accordance with organisational procedures

7. you confirm that the relevant people receive the necessary health and safety
information and advice in the approved manner

127
UNIT 324 (NET Unit 70a): Provide technical and functional
information to relevant people about electrotechnical
systems and equipment

KNOWLEDGE REQUIREMENTS
In order to provide technical and functional information to relevant people you should know
and understand the following aspects relating to:

Providing technical and functional information Performance


objective no
1. which situations warrant written technical and functional information 4, 6
2. methods of checking the relevant person’s understanding of the 1, 2
technical and non-technical information provided
3. sources of technical and functional information including the 3
manufacturer, supplier or own organisation
4. ways of checking the relevant people understand those aspects of the 7
information which have a bearing on health and safety
5. responsibilities and limitations in your job role with respect to supplying all POs
technical and functional information
6. organisational practice on the amount of information and detail that 5
individual members of the relevant person’s organisation are entitled to
receive
7. the importance of providing information clearly, courteously and 7
professionally
8. the safety implications and functional consequences of supplying all POs
inaccurate or incomplete information to the relevant person
Health and Safety Performance
objective no.
9. the need for up-to-date, reliable technical and functional information all POs
10. the legal responsibilities for health and safety according to current all POs
health and safety legislation, regulations, codes of practice

128
UNIT 325 (NET Unit 81a): Maintain a healthy and safe working environment when
building panels

UNIT OVERVIEW
This unit is for:

a person carrying out activities at work –regardless of where that work might be. The
scope of the Health and Safety at Work Act 1974 covers ‘all persons’ whether
employers, employees, self-employed, contractors, etc. Amongst other things the Act
seeks do is to secure the health, safety and welfare of people whilst they work and
protect other people against risks to health or safety arising from the activity of people
at work.

This unit does not require the candidate to undertake a full risk assessment, it is about
having an appreciation of significant risks in the workplace and knowing how to identify
them and deal with them.

It is important to note the following that according to the Health and Safety at Work
Act:

Employers must safeguard so far as is reasonably practicable, the health, safety and
welfare at work of all the people who work for them and ‘other persons’. This applies in
particular to the provision and maintenance of safe plant and systems of work, and
covers all machinery, equipment and substances used.

People at work also have a duty under the Act to take reasonable care to avoid harm
to themselves or to others by their working practices, and to co-operate with employers
and others in meeting statutory requirements. The Act also requires employees not to
interfere with or misuse anything provided to protect their health, safety or welfare in
compliance with the Act.

This unit is about:

is about having an appreciation of hazards which may cause serious harm in the
workplace and knowing how to deal with them. It describes the competences required
to ensure that:
- your own actions do not create any health and safety risks,
- you do not ignore hazards with significant risk in your workplace, and
- you take sensible action to put things right, including: reporting situations which
pose a danger to people in the workplace and seeking advice

This is what you need to show:

that you understand the health and safety requirements in the workplace, and that you
check your own work activities and work area for any hazards which may harm you or
others. You should be able to identify those risks you can safely deal with yourself, and
those which you must report to the ‘responsible’ person for attention.

This is what you need to do next:

turn to the section on ‘Key Words and Phrases’. This explains how some words and
phrases have been used in this standard, and will help you understand it more easily.

129
UNIT 325 (NET Unit 81a): Maintain a healthy and safe working environment when
building panels

KEY WORDS AND PHRASES

The Health and Safety Executive (HSE) is the body appointed to support and enforce health
and safety law. They have defined two important concepts as follows:

Hazard ‘a hazard is something with potential to cause harm’.

Risk ‘a risk is the likelihood of the hazard's potential being realised’.

Almost anything may be a hazard, but may or may not become a risk. For example:

1. A trailing electric cable from a piece of equipment is a hazard. If it is trailing across a


passageway there is a high risk of someone tripping over it, but if it lies along a wall out of the
way, the risk is much less.

2. Toxic or flammable chemicals stored in a building are a hazard, and by their nature may
present a high risk. However, if they are kept in a properly designed secure store, and handled
by properly trained and equipped people, the risk is much less than if they are left about in a
busy workshop for anyone to use - or misuse.

3. A failed light bulb is a hazard. If it is just one bulb out of many in a room it presents very little
risk, but if it is the only light on a stairwell, it is a very high risk. Changing the bulb may be a
high risk, if it high up, or if the power has been left on, or low risk if it is in a table lamp which
has been unplugged.

4. A box of heavy material is a hazard. It presents a higher risk to someone who lifts it manually
than if a mechanical handling device is properly used.

Emergencies In this unit this includes: fire, explosions, toxic atmosphere,


electrical shocks

Working conditions: In this unit this refers to the working conditions which exist
at that point in time when the panel building takes place.
One example may be the physical dimensions of the panel
being built may affect working practices.

Working environment: In this unit this refers to the work area where the panel
building is to take place and this may be affected by other
associated or allied trades, for example, paint spraying,
sheet metal work, etc.

Relevant people: These include: customers, clients, client representatives,


charge-hands, supervisors, other contractors, colleagues.

Working practices: This includes: activities, procedures, use of materials or


equipment and working techniques used in carrying out
your job.

130
UNIT 325 (NET Unit 81a): Maintain a healthy and safe working environment when
building panels

PERFORMANCE OBJECTIVES

You must ensure that:

1. you identify which workplace health and safety procedures are relevant to your working
environment

2. you identify evacuation procedures and emergency exits before work commences

3. you review your working practices and your working environment for hazards which could
cause serious harm

4. you control those health and safety hazards within your capability and job responsibility
limits

5. you report those hazards which may present a high risk to the relevant persons
responsible for health and safety in the workplace

6. your personal conduct around the workplace does not endanger the health and safety of
yourself or other persons

7. you follow the workplace policies and suppliers' or manufacturers’ instructions for the safe
use of tools, plant and equipment

8. you follow agreed procedures in the event of an emergency warning

9. you follow correct procedures in the event of injuries to self and others

131
UNIT 325 (NET Unit 81a): Maintain a healthy and safe working environment when
building panels

KNOWLEDGE REQUIREMENTS:

In order to maintain a healthy and safe working environment when building panels you should
know and understand the following aspects relating to:

Health and Safety performance


objective no
1. your legal duties for health and safety in the workplace as 1
defined by the Health and Safety at Work Act 1974
2. your duties for health and safety as defined by any specific 1, 2
legislation covering your job role
3. what hazards may exist in your workplace 3
4. the particular health and safety risks which may be present in 3
your own job role
5. the importance of remaining alert to the presence of hazards in all POs
the whole work place
6. agreed workplace health and safety procedures including site 6, 7, 8, 9
evacuation procedures and procedures for dealing with injured
persons
7. responsibilities for health and safety in your job description 4
8. the responsible persons to whom to report health and safety 5
matters

132
National Occupation Standards
Level 3 NVQ in Electrical Machine Repair and Rewind

Units 326-332

133
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134
UNIT 326 (NET Unit 18d): Ensure safe working practices for
electrical machine repair and rewind
UNIT OVERVIEW

This unit is for:

you if you if you are repairing an electrical machine as you will need to ensure the workplace
is safe for working

This unit is about:

ensuring that the workplace is safe for work to start through an assessment of the working
environment where the work will take place. It is also about using safe working practices,
including monitoring that the workplace continues to be safe and that the workplace is left in a
tidy and safe condition on completion of the work.

This is what you need to show:

you need to show that you possess the skills and knowledge to:

• assess the working conditions for health and safety purposes,


• carry out safe working practices including use of mechanical handling equipment,
• monitor that the workplace continues to be safe for work to continue,
• and store tools and equipment away safely after use.

What you need to do next:

look at the ‘Key Words and Phrases’ section. This explains some words and phrases which
have been used in this unit, and will help you understand it more easily.

135
UNIT 326 (NET Unit 18d): Ensure safe working practices for
electrical machine repair and rewind
KEY WORDS AND PHRASES

Workplace: In this unit, this refers to the immediate area where the
repair and rewinding of the electrical machine takes
place.
Working environment: In this unit, this refers to the location where the
machine repair is to take place and this may be
affected by other associated or allied trades.
Working conditions: In this unit, this refers to the working conditions which
exist at that point in time when the machine repair is
due to take place. One example may be the physical
dimensions of the machine which may affect working
practices.
Mechanical Handling In this unit, these include: slings, shackles, hoist
equipment: blocks, overhead cranes, hydraulic floor cranes
Relevant person(s): In this unit, these include: customers, clients, client
representatives, charge-hands, supervisors, other
colleagues.
Electrical machines In this unit these will include: static machines
(transformers; magnetic coils) and rotating machines
(motors and generators).
Component parts In this unit these are individual parts which make up
the machine and will include: bearings, brushgear,
machine frame, machine enclosures, laminations,
windings and accessories.
Safe system of work: In this unit, this refers to a system of work which will
include procedures such as safe isolation, wearing
personal protective equipment and other procedures,
as appropriate, identified during an assessment of
risks. The system of work may take the form of a
method statement

136
UNIT 326 (NET Unit 18d): Ensure safe working practices for
electrical machine repair and rewind
PERFORMANCE OBJECTIVES

You must ensure that:

1. you carry out an assessment of risks of the workplace and the working environment to
comply with health and safety regulations and other legislation applicable to the
electrical machine to be repaired

2. you agree a safe programme of work with the relevant person(s)

3. you use suitable warning notices and barriers as identified by the assessment of risks to
prevent unauthorised entry

4. you minimise the risks associated with the tools, plant, equipment, materials and
mechanical handling applicable to the electrical machine to be repaired

5. you monitor regularly that the working conditions remain safe for work to continue

6. you operate the tools, equipment, plant and, when necessary, mechanical handling
equipment, following suppliers' instructions and health and safety requirements

7. you check that your tools, equipment, plant and materials at the workplace are stored
safely and securely during work activities and removed on completion

8. on completion of your work the immediate workplace is left in a safe and satisfactory
condition in accordance with health and safety regulations and good housekeeping
practice

137
UNIT 326 (NET Unit 18d): Ensure safe working practices for
electrical machine repair and rewind
KNOWLEDGE REQUIREMENTS

In order to be able to understand safe working practices when repairing and rewinding
electrical, you should know and understand the following aspects relating to:

Health and Safety Performance


objective no.
1. how to carry out an assessment of risks and plan a safe system 1, 2, 3
of work with regard to:
• access to the immediate workplace,
• preventing unauthorised access,
• others working at the workplace,
• systems and equipment integrity,
• the working environment
• your work activity
2. the regulatory and your organisation’s requirements for correctly 6, 7, 8
handling and storing tools, equipment, materials and mechanical
handling equipment
3. when it is safe for work to proceed, continue or to leave when 5, 8
work finishes
4. the need for safety, welfare and access arrangements to be in 3
force at the workplace
5. use, care and storage of substances covered by COSHH 6, 7, 8
6. responsibilities for health and safety in accordance with the heath all POs
and safety legislation, regulations and codes of practice
Working practices: Performance
objective no.
7. the importance of ‘good housekeeping’ procedures in maintaining 8
a safe working environment
8. the implications of not following specified working practices and 4, 6
suppliers’ instructions for the use of tools, equipment, plant and
materials
9. your organisation’s procedures for safe working practices and the all POs
monitoring of working conditions

138
UNIT 327 (NET Unit 25): Prepare electrical machines for repair

UNIT OVERVIEW

This unit is for:

you if you prepare to repair electrical machines

This unit is about:

dismantling the machine to be repaired in order to identify the state of its condition and the
extent of the repair required

This is what you need to show:

you need to show that you possess the skills and knowledge to:

• dismantle the electrical machine,


• collect and establish data on the machine,
• establish the extent of the repair required,
• prepare records about the dismantled machine.

This is what you need to do next:

turn to ‘Key Words and Phrases’, which explains how some words and phrases have been
used in this unit, and will help you understand it more easily.

139
UNIT 327 (NET Unit 25): Prepare electrical machines for repair

KEY WORDS AND PHRASES:

Electrical machines In this unit these will include: static machines (transformers;
magnetic coils) and rotating machines (motors and
generators)
Component parts In this unit these are individual parts which make up the
machine and will include: bearings, brushgear, machine
frame, machine enclosures, laminations, windings and
accessories.
Machine repair In this unit this will include: overhaul, refurbishment, rewind,
component replacement and modifications.
Records In this unit these may be written and will include: job sheets,
damage repair sheets, test results/findings, nameplate
details.
Relevant person(s) In this unit these will include: customers, clients, client
representatives, charge-hands, supervisors, other
colleagues.
Mechanical In this unit, these include: slings, shackles, hoist blocks,
Handling overhead cranes, hydraulic floor cranes
equipment:
Safe system of In this unit, this refers to a system of work which will include
work: procedures such as safe isolation, wearing personal
protective equipment and other procedures, as appropriate,
identified during an assessment of risks. The system of
work may take the form of a method statement
Industry Standards: These standards can include relevant British, European and
International Standards

140
UNIT 327 (NET Unit 25): Prepare electrical machines for repair

PERFORMANCE OBJECTIVES

You must ensure that

1. you carry out an assessment of risks and plan a safe system of work

2. you confirm the electrical machine is secure and in the correct location in readiness for
dismantling

3. you obtain all relevant details on the machine to be repaired including the customer’s
information about possible faults

4. you record all necessary data about the machine including nameplate details prior to
dismantling

5. you perform the correct diagnostic tests to establish and identify the faults using safe and
industry approved methods

6. you prepare and clean the machine ready for dismantling using safe and industry
approved methods

7. you dismantle the machine in accordance with the original equipment manufacturer’s
instructions using safe and industry approved industry methods.

8. you uniquely identify each relevant component part to ensure an effective re-assembly and
tracking process in accordance with organisational procedures

9. you establish the status of each component part and identify the type and location of the
fault

10. you have obtained accurate and sufficient data on all of the component parts

11. you record, clearly and accurately, those component parts which are faulty or damaged to
provide for an efficient evaluation of repair viability

12. your records are passed on to the relevant person(s) promptly.

141
UNIT 327 (NET Unit 25): Prepare electrical machines for repair

KNOWLEDGE REQUIREMENTS

In order to prepare to repair electrical machines you should know and understand the
following aspects relating to:

Preparing to repair electrical machines Performance


Objective no
1. the principles of safe manual and mechanical handling 1
and lifting techniques appropriate to electrical machines
2. methods of locating and securing different types of 1
machines in readiness for a safe repair
3. the main types and constructional characteristics of 2
electrical machines
4. the application, advantages and limitations of electrical 2
machines
5. organisational procedures for establishing the required 3
data and the importance of collecting the correct data
6. the main types of diagnostic tests and the safe 4
procedures for carrying these out on machines and their
component parts
7. industry approved methods for 1) preparing and cleaning 5, 6
the machine appropriate to their location and 2)
dismantling the machine
8. how to interpret diagrams, drawings and original 6
equipment manufacturer’s instructions to be able to
dismantle electrical machines
9. the organisational procedures for uniquely identifying and 7
reading component parts of dismantled electrical
machines
10. common types of faults and where they may be found on 8
electrical machines
11. the type of repairs that can be undertaken within the 10
limitations of the electrical machine
12. organisational requirements for compiling records 9, 10, 11
Performance
Health and Safety Objective no
13. the legal responsibilities for health and safety according
to current health and safety legislation all POs

14. the safe and correct use of diagnostic test equipment all Pos

15. potential dangers arising from the hazardous substances all Pos
from original source
16. the health and safety legislation in relation to lifting and all POs
mechanical handling of equipment
Principles and theory Performance
Objective no
17. The latest Industry Standards for electrical machines all Pos
18. Where to find out about the principles of electrical theory all Pos
for electrical machines

142
UNIT 328 (NET Unit 26): Rewind electrical machines

UNIT OVERVIEW

This unit is for:

you if you rewind electrical machines

This unit is about:

rewinding the machines effectively and in the correct sequence

This is what you need to show:

you need to show that you possess the skills and knowledge to:

• strip and remove the windings


• select the correct materials to conform with industry practice
• insert the coils, and
• insulate and secure the coils.

This is what you need to do next:

turn to ‘Key Words and Phrases’, which explains how some words and phrases have been
used in this unit, and will help you understand it more easily.

143
UNIT 328 (NET Unit 26): Rewind electrical machines

KEY WORDS AND PHRASES:

Electrical machines In this unit these will include: static machines (transformers;
magnetic coils) and rotating machines (motors and
generators).
Component parts In this unit these are individual parts which make up the
machine and will include: bearings, brushgear, machine
frame, machine enclosures, laminations, windings and
accessories.
Records In this unit these may be written and will include: job sheets,
damage repair sheets, test results/findings, nameplate details.
Relevant person(s) In this unit these will include: customers, clients, client
representatives, charge-hands, supervisors, other colleagues.
Safe system of In this unit, this refers to a system of work which will include
work: procedures such as safe isolation, wearing personal
protective equipment and other procedures, as appropriate,
identified during an assessment of risks. The system of work
may take the form of a method statement.
Industry Standards: These standards can include relevant British, European and
International Standards.

144
UNIT 328 (NET Unit 26): Rewind electrical machines

PERFORMANCE OBJECTIVES

You must ensure that

1. you confirm the electrical machine is secure and in the correct location in readiness for the
rewind

2. you use tools and test instruments when carrying out rewinding operations which are:
• of the right type,
• are suitable for the task,
• fit for purpose and,
• where appropriate, have a current calibration certificate

3. you collect and record all relevant information, accurately, on


• the windings,
• the connections and
• the components
when you strip the component parts from the electrical machine

4. using materials appropriate to the rewinding required on the electrical machine, you
insulate the component parts safely and correctly

5. you use winding techniques appropriate to the type of coils and machine and in
accordance with industry approved procedures

6. you install and secure, correctly, the coils in the electrical machine in accordance with
industry practice and industry approved procedures

7. you make connections according to the type of winding and which comply with the original
equipment manufacturer's instructions

8. you undertake the correct static tests on the windings safely in accordance with industry
approved procedures

9. where appropriate, you take safe and suitable action to remedy any identified defects after
connection has taken place

10. your tests and checks before varnishing confirm the rewind meets the specification

11. you complete all records about the tests legibly, accurately and timely in accordance with
organisational requirements

12. you follow industry procedures to varnish and cure the new windings in the correct manner

13. you report the successful completion of the rewinding operation to the relevant
person(s)

145
UNIT 328 (NET Unit 26): Rewind electrical machines

KNOWLEDGE REQUIREMENTS

In order to rewind electrical machines you should know and understand the following aspects
relating to:

Rewinding Performance
Objective no
1. the principles of safe manual and mechanical handling 1
and lifting techniques appropriate to electrical machines
2. methods of locating and securing different types of 1
machines in readiness for a safe repair
3. the main types of windings associated with machines 3
4. the main types of winding connections associated with 3
machines
5. how to collect information on the dimensions of coils, 3
6. the advantages and limitations of materials used in 4
windings
7. factors affecting the number of turns in coils and the type 4
of conductors used within coils
8. the advantages and limitations of insulation applicable to 4
the machine and its coils
9. selection of correct formers appropriate to the coils size 4
and type
10. the methods of winding coils and the various winding 5
techniques applicable to the types of electrical machines
11. the methods of installing coils into electrical machines 6
12. the implications of not insulating the coils or group of 6
coils correctly or of using incorrect materials
13. the correct selection and safe application of tools and 2
test instruments and the correct methods for checking
test instruments are functioning and in calibration
14. the correct procedures for connecting different types of 7
electrical machines
15. the advantages and limitations of different types of static 8
tests
16. appropriate action to take where tests reveal defects or 9
faults
17. procedures for carrying out pre-varnish tests and checks 10
18. the methods of varnish impregnation and curing 12
19. organisational procedures for completing records and 11, 13
reporting
Health and Safety Performance
Objective no
20. the legal responsibilities for health and safety according
to current Health and Safety legislation all POs
21. safe and correct use of test equipment all POs
Principles and theory Performance
Objective no
22. The latest Industry Standards for electrical machines all POs

23. Where to find out about principles of electrical theory and


constructional features for electrical machines all POs

146
UNIT 329 (NET Unit 28): Repair electrical machines

UNIT OVERVIEW

This unit is for:

you if you repair electrical machines

This unit is about:

undertaking effective repairs of electrical machines

This is what you need to show:

you need to show that you possess the skills and knowledge to:

• set the machine up correctly for repair


• gather information about the repair required
• select, prepare, install and fit the correct materials and component parts
• and report problems and that the repair is complete

This is what you need to do next:

turn to ‘Key Words and Phrases’, which explains how some words and phrases have
been used in this unit, and will help you understand it more easily.

147
UNIT 329 (NET Unit 28): Repair electrical machines

KEY WORDS AND PHRASES:

Electrical machines In this unit these will include: static machines (transformers;
magnetic coils) and rotating machines (motors and
generators).
Machine repair In this unit this will include: overhaul, refurbishment, component
replacement and modifications.
Component parts In this unit these are individual parts which make up the
machine and will include: bearings, brushgear, machine
frame, machine enclosures, laminations, windings and
accessories.
Records In this unit these may be written and will include: job sheets,
damage repair sheets, test results/findings, nameplate
details.
Relevant person(s) In this unit these will include: customers, clients, client
representatives, charge-hands, supervisors, other colleagues.
Safe system of In this unit, this refers to a system of work which will include
work: procedures such as safe isolation, wearing personal
protective equipment and other procedures, as appropriate,
identified during an assessment of risks. The system of work
may take the form of a method statement
Industry Standards: These standards can include relevant British, European and
International Standards

148
UNIT 329 (NET Unit 28): Repair electrical machines

PERFORMANCE OBJECTIVES

You must ensure that

1. you carry out an assessment of risk and plan a safe system of work

2. you confirm the electrical machine is secure and in the correct location in readiness for the
repair

• you use tools and test instruments when carrying out repairing activities which are:
• of the right type,
• are suitable for the task,
• fit for purpose and,
• where appropriate, have a current calibration certificate

3. you confirm the information available is in accordance with the required repair

4. you select the correct materials and component parts in accordance with the required
repair

5. you install and fit the materials and component parts in the correct sequence to comply
with the required repair appropriate to the electrical machine

6. you record problems incurred during the repair activity promptly and report them to the
relevant person(s)

7. you report to the relevant person(s) that the repair is complete and ready for assembly.

149
UNIT 329 (NET Unit 28): Repair electrical machines

KNOWLEDGE REQUIREMENTS

In order to repair electrical machines you should know and understand the following aspects
relating to:

Repairing Performance
Objective no
1. the principles of safe manual and mechanical handling 1
and lifting techniques appropriate to electrical machines
2. methods of locating and securing different types of 1
machines in readiness for a safe repair
3. the main types of repairs associated with electrical 3
machines
4. the main types of component parts associated with 3
electrical machines
5. how to collect information on the electrical machine 3
requiring repair
6. the advantages and limitations of materials used in 4
repairs of electrical machines
7. the advantages and limitations of materials and 5
component parts applicable to the machine and its fault
8. the methods of installing materials and component parts 6
into electrical machines
9. the implications of using incorrect materials 6
10. the correct selection and safe application of tools and 2
test instruments and the correct methods for checking
test instruments are functioning and in calibration
11. organisational procedures for completing records and 7, 8
reporting problems

Health and Safety Performance


Objective no
12. the legal responsibilities for health and safety according
to current Health and Safety legislation all POs

Principles and theory Performance


Objective no
13. The latest Industry Standards for electrical machines all POs
14. Where to find out and the principles of electrical theory
for repairing electrical machines all POs

150
UNIT 330 (NET Unit 39): Assemble, inspect and test repaired
electrical machines

UNIT OVERVIEW

This unit is for:

you if you assemble, inspect and test repaired electrical machines

This unit is about:

assembling, inspecting and testing repaired electrical machines effectively and in the correct
sequence

This is what you need to show:

you need to show that you possess the skills and knowledge to:

• assemble the component parts


• inspect and test the repaired electrical machines using appropriate methods
• use the test instruments correctly
• complete records on the inspection and tests and about the repaired electrical
machine

This is what you need to do next:

turn to ‘Key Words and Phrases’, which explains how some words and phrases have been
used in this unit, and will help you understand it more easily.

151
UNIT 330 (NET Unit 39): Assemble, inspect and test repaired
electrical machines
KEY WORDS AND PHRASES

Electrical machines In this unit these will include: static machines (transformers;
magnetic coils), and rotating machines (motors and
generators).
Component parts In this unit these are individual parts which make up the
machine and will include: bearings, brushgear, machine
frame, machine enclosures, laminations, windings and
accessories.
Machine repair In this unit this will include: overhaul, refurbishment, repair,
rewind, component replacement and modifications.
Records In this unit these may be written and will include: job sheets,
damage repair sheets, test results/findings, nameplate
details.
Relevant person(s) In this unit these will include: customers, clients, client
representatives, charge-hands, supervisors, other
colleagues.
Safe system of In this unit, this refers to a system of work which will include
work: procedures such as safe isolation, wearing personal
protective equipment and other procedures, as appropriate,
identified during an assessment of risks. The system of
work may take the form of a method statement
Industry Standards: These standards can include relevant British, European and
International Standards

152
UNIT 330 (NET Unit 39): Assemble, inspect and test repaired
electrical machines
PERFORMANCE OBJECTIVES

You must ensure that

1. you confirm the electrical machine is secure and in the correct location in readiness for
assembly

2. you use tools and test instruments when carrying out assembly operations which are:

• of the right type and


• are suitable for the task
• fit for purpose, and
• where appropriate, have a current calibration certificate

3. you have the correct data and component parts to complete the assembly process

4. you carry out final connection in the terminal box, safely and accurately and in accordance
with the electrical machine's specification

5. you undertake the assembly

• safely,
• in the correct sequence and,
• in accordance with the manufacturers' instructions

6. you conduct a pre-test inspection to confirm the machine is ready for testing

7. you record all relevant details, accurately, on the repaired machine in accordance with
workplace requirements

8. you undertake an assessment of risks in relation to testing the repaired electrical machine

9. you conduct, in the correct sequence, appropriate static and functional tests in accordance
with:

• a safe system of work


• the type of machine being tested
• manufacturers' recommendations
• relevant Industry Standards, and
• industry approved procedures

10. where appropriate, you take safe and suitable action to remedy any identified defects after
testing has taken place

11. all test results comply with the original equipment manufacturer's specification

12. you record inspections and test results in accordance with organisational procedures

153
UNIT 330 (NET Unit 39): Assemble, inspect and test repaired
electrical machines
KNOWLEDGE REQUIREMENTS

In order to assemble, inspect and test repaired electrical machines you should know and
understand the following aspects relating to:

assemble and test Performance


Objective no
1. the principles of safe manual and mechanical handling 1
and lifting techniques appropriate to electrical machines
2. methods of locating and securing different types of 1
machines in readiness for a safe repair
3. the correct selection and application of tools and test 2
instruments and the correct methods for checking test
instruments are functioning and in calibration
4. the need to have the correct information from the 3
dismantling activity in order to carry out an effective
assembly process
5. the advantages and limitations of the main types of 4
winding connections associated with electrical machines
6. the correct procedures for connecting different types of 4
electrical machines
7. the methods of assembling different types of electrical 5
machines
8. the different methods and purpose of pre-test inspections 6
9. how to carry out an assessment of risks and plan a safe 8
system of work with regard to inspection and testing
10. the types, purpose and requirements of the electrical 9
machine to be inspected and tested
11. the advantages and limitations of static and functional 9
tests
12. safe and suitable action to take to remedy defects or 10
faults
13. the importance of recording the test results and checking 11
those against the equipment manufacturer's
specifications
14. organisational procedures with regard to completing 12
records

Health and Safety Performance


Objective no
15. the legal responsibilities for health and safety according all POs
to current Health and Safety legislation
16. safe and correct use of test equipment all POs
Principles and theory Performance
Objective no.
17. The latest Industry Standards for electrical machines all POs
18. Where to find out about principles of electrical theory for all POs
assembling, inspecting and testing electrical machines

154
UNIT 331 (NET Unit 70d): Provide technical and functional
information to relevant people about relating to electrical
machine repair and rewind

UNIT OVERVIEW

This unit is for:

you if you pass on technical or functional information relating to electrical machine repair and
rewind.

This unit is about:

supplying technical and functional information accurately on appropriate occasions or at


handover with the right amount of detail bearing in mind the level of awareness of the recipient
of the information.

This is what you need to show:

you need to show that you possess the skills and knowledge to:

identify who should receive such information and at what level of detail
supply the information that is within your job capabilities and responsibilities
pass on the necessary safety considerations in the correct manner

What you need to do next:

turn to the section on ‘Key Words and Phrases’. This explains how some words and phrases
have been used in this standard, and will help you understand it more easily.

155
UNIT 331 (NET Unit 70d): Provide technical and functional
information to relevant people about relating to electrical
machine repair and rewind
KEY WORDS AND PHRASES:

Technical In this unit, this will include information covering specifications


Information of electrical machine types, manufacturers' data and
instructions
Functional In this unit, this will include information covering user
Information instructions, including the circumstances when professional
expertise should be called upon
Relevant people: In this unit these will include: customers, clients, client
representatives, charge-hands, supervisors, other
contractors, colleagues
Electrical machines In this unit these will include: static machines (transformers
and magnetic coils) and rotating machines (motors and
generators)

156
UNIT 331 (NET Unit 70d): Provide technical and functional
information to relevant people about relating to electrical
machine repair and rewind

PERFORMANCE OBJECTIVES

You must ensure that:

1. you identify the relevant people that need to be supplied with technical and functional
information

2. you discuss, with the relevant people, their technical and functional information
requirements

3. you obtain current and relevant information from appropriate sources

4. you assess the nature and extent of information required by the relevant people in
order for the installation, or equipment, to be operated safely and effectively

5. you pass on the information in a timely, courteous and professional manner and in
accordance with organisational procedures

6. you provide written technical and functional information to the relevant people in
accordance with organisational procedures

7. you confirm that the relevant people receive the necessary health and safety
information and advice in the approved manner

157
UNIT 331 (NET Unit 70d): Provide technical and functional
information to relevant people about relating to electrical
machine repair and rewind

KNOWLEDGE REQUIREMENTS

In order to provide technical and functional information to relevant people you should know
and understand the following aspects relating to:

Providing technical and functional information Performance


objective no
1. which situations warrant written technical and functional information 4, 6
2. methods of checking the relevant person’s understanding of the 1, 2
technical and non-technical information provided
3. sources of technical and functional information including the 3
manufacturer, supplier or own organisation
4. ways of checking the relevant people understand those aspects of the 7
information which have a bearing on health and safety
5. responsibilities and limitations in your job role with respect to supplying all POs
technical and functional information
6. organisational practice on the amount of information and detail that 5
individual members of the relevant person’s organisation are entitled to
receive
7. the importance of providing information clearly, courteously and 7
professionally
8. the safety implications and functional consequences of supplying all POs
inaccurate or incomplete information to the relevant person
Health and Safety Performance
objective no.
9. the need for up-to-date, reliable technical and functional information all POs
10. the legal responsibilities for health and safety according to current all POs
health and safety legislation, regulations, codes of practice

158
UNIT 332 (NET Unit 81d): Maintain a healthy and safe
working environment when repairing or rewinding electrical
machines
UNIT OVERVIEW

This unit is for:

a person carrying out activities at work –regardless of where that work might be. The
scope of the Health and Safety at Work Act 1974 covers ‘all persons’ whether
employers, employees, self-employed, contractors, etc. Amongst other things the Act
seeks do is to secure the health, safety and welfare of people whilst they work and
protect other people against risks to health or safety arising from the activity of people
at work.

This unit does not require the candidate to undertake a full risk assessment, it is about
having an appreciation of significant risks in the workplace and knowing how to identify
them and deal with them.

It is important to note the following that according to the Health and Safety at Work
Act:

Employers must safeguard so far as is reasonably practicable, the health, safety and
welfare at work of all the people who work for them and ‘other persons’. This applies in
particular to the provision and maintenance of safe plant and systems of work, and
covers all machinery, equipment and substances used.

People at work also have a duty under the Act to take reasonable care to avoid harm
to themselves or to others by their working practices, and to co-operate with employers
and others in meeting statutory requirements. The Act also requires employees not to
interfere with or misuse anything provided to protect their health, safety or welfare in
compliance with the Act.

This unit is about:

is about having an appreciation of hazards which may cause serious harm in the
workplace and knowing how to deal with them. It describes the competences required
to ensure that:
- your own actions do not create any health and safety risks,
- you do not ignore hazards with significant risk in your workplace, and
- you take sensible action to put things right, including: reporting situations which
pose a danger to people in the workplace and seeking advice

This is what you need to show:

that you understand the health and safety requirements in the workplace, and that you
check your own work activities and work area for any hazards which may harm you or
others. You should be able to identify those risks you can safely deal with yourself, and
those which you must report to the ‘responsible’ person for attention.

This is what you need to do next:


Turn to the section on ‘Key Words and Phrases’. This explains how some words and
phrases have been used in this standard, and will help you understand it more easily.

159
UNIT 332 (NET Unit 81d): Maintain a healthy and safe
working environment when repairing or rewinding electrical
machines
Key Words and Phrases

The Health and Safety Executive (HSE) is the body appointed to support and enforce health
and safety law. They have defined two important concepts as follows:

Hazard ‘a hazard is something with potential to cause harm’.

Risk ‘a risk is the likelihood of the hazard's potential being realised’.

Almost anything may be a hazard, but may or may not become a risk. For example:

1. A trailing electric cable from a piece of equipment is a hazard. If it is trailing across a


passageway there is a high risk of someone tripping over it, but if it lies along a wall out of
the way, the risk is much less.

2. Toxic or flammable chemicals stored in a building are a hazard, and by their nature may
present a high risk. However, if they are kept in a properly designed secure store, and
handled by properly trained and equipped people, the risk is much less than if they are left
about in a busy workshop for anyone to use - or misuse.

3. A failed light bulb is a hazard. If it is just one bulb out of many in a room it presents very
little risk, but if it is the only light on a stairwell, it is a very high risk. Changing the bulb may
be a high risk, if it high up, or if the power has been left on, or low risk if it is in a table lamp
which has been unplugged.

4. A box of heavy material is a hazard. It presents a higher risk to someone who lifts it
manually than if a mechanical handling device is properly used.

Emergencies In this unit this includes: fire, explosions, toxic atmosphere,


electrical shocks

Working conditions: In this unit this refers to the working conditions which exist
at that point in time when the electrical machine repair
takes place. One example may be the physical dimensions
of the electrical machine being repaired may affect working
practices.

Working environment: In this unit, this refers to the work area where the electrical
machine repair is to take place and this may be affected by
other associated or allied trades for example paint
spraying, sheet metal work, etc.

Relevant people: These include: customers, clients, client representatives,


charge-hands, supervisors, other contractors, colleagues.

Working practices: This includes: activities, procedures, use of materials or


equipment and working techniques used in carrying out
your job.

160
UNIT 332 (NET Unit 81d): Maintain a healthy and safe
working environment when repairing or rewinding electrical
machines

PERFORMANCE OBJECTIVES

You must ensure that:

1. you identify which workplace health and safety procedures are relevant to your working
environment

2. you identify evacuation procedures and emergency exits before work commences

3. you review your working practices and your working environment for hazards which could
cause serious harm

4. you control those health and safety hazards within your capability and job responsibility
limits

5. you report those hazards which may present a high risk to the relevant persons
responsible for health and safety in the workplace

6. your personal conduct around the workplace does not endanger the health and safety of
yourself or other persons

7. you follow the workplace policies and suppliers' or manufacturers’ instructions for the safe
use of tools, plant and equipment

8. you follow agreed procedures in the event of an emergency warning

9. you follow correct procedures in the event of injuries to self and others

161
UNIT 332 (NET Unit 81d): Maintain a healthy and safe
working environment when repairing or rewinding electrical
machines
KNOWLEDGE REQUIREMENTS:

In order to maintain a healthy and safe working environment when repairing or rewinding
electrical machines you should know and understand the following aspects relating to:

Health and Safety Performance


objective no
1. your legal duties for health and safety in the workplace as 1
defined by the Health and Safety at Work Act 1974
2. your duties for health and safety as defined by any specific 1, 2
legislation covering your job role
3. what hazards may exist in your workplace 3
4. the particular health and safety risks which may be present in 3
your own job role
5. the importance of remaining alert to the presence of hazards in all POs
the whole work place
6. agreed workplace health and safety procedures including site 6, 7, 8, 9
evacuation procedures and procedures for dealing with injured
persons
7. responsibilities for health and safety in your job description 4
8. the responsible persons to whom to report health and safety 5
matters

162
Key skills signposting
The Key Skills/Level 3 NOS matrix below identifies where a candidate has the
opportunity to develop and provide evidence of particular Key Skills within the relevant
NVQ 3 learning/assessment programme.

NET UNIT NUMBER 14 15 18 18 18 20 22 23 24 25 26 27 28 39 40 41 42 45 46


a d

KEY SKILL ELEMENTS


Communications
Take part in discussions # # # # # # # # # # # # # # # # #
Give a short talk # # #
Read & summarise # # # # # # # # # # # # # # # # #
information
Writing of two different # # # # # # # # # # # # # # # #
types of document
Information
Technology
Find & develop # # # # # # # # # #
information
Present information # # # # # #
Application of Number
Interpret results and # # # # # # # # # # #
present findings
Carry out calculations # # # # # # # #
Interpret information # # # # # # # # # # # #
Working with others
Improving own Opportunities to develop and provide evidence of these Key Skills are generic in all units
learning and
performance
50 54 54 60 61 63 65 70 70 70 81 81 81
a a d a d
Communications
Take part in discussions # # # # # # # # # # # # #
Give a short talk # # #
Read & summarise # # # # # # # # # # # # #
information
Writing of two different # # # # # # # # # # # # #
type of document
Information
Technology
Find & develop # # # # # # #
information
Present information # # #
Application of Number
Interpret results & # # # # # # # # # # #
present findings
Carry out calculations # # # # # # #
Interpret information # # # # # # # #
Working with Others
Improving own Opportunities to develop and provide evidence of these Key Skills are generic in all units
learning and
performance

163
Evidence profile forms
There is an evidence profile for EACH unit of the award. Candidates should use these to
record their evidence to ensure all aspects of the standards are covered.

164
[This page is intentionally blank]

165
UNIT 301 Ensure safe site working

EVIDENCE REF
SOURCE OF EVIDENCE

System Scaffolding

Powered Platforms

Method Statement

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Other contractors

ASSESS. (PPA)
PRACT. PERF.
Permits to work
Charge hands

Safe Isolation
Supervisors

(A1)

(A2)

(A3)
SCOPE OF
EVIDENCE

Colleagues
Customers
Ladders

Trestles

Outside
Clients

Inside
PPE
PERFORMANCE OBJECTIVES

1.You carry out an assessment of risks on the site to


Two different

comply with health and safety regulations and other *


Access

relevant legislation
Systems

2.You plan a safe system of work and agree it with the *


relevant person(s)
3.You use suitable warning notices and barriers to *
prevent unauthorised entry to the work site as identified
Two different

by your assessment of risks


*
Relevant
People

4.You monitor regularly that the working conditions


remain safe for work to continue

5.You minimise the risks associated with using tools, *


plant and access equipment by following health and
systems of work

safety requirements and suppliers' instructions


*
Two safe

6.You check that all tools, plant and access equipment


available on site are stored safely and securely during
work activities and are moved on completion

*
7.You check that the work site is cleared after the work
ends and left in a safe and satisfactory condition in
All Working
Conditions

accordance with health and safety regulations and good


housekeeping practice

166
Unit 302

SOURCE OF EVIDENCE EVIDENCE REF

Switchgear/Panels
Method Statement

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Lighting & control

High Rest. Joints


LV Single-phase

ASSESS. (PPA)
Incomplete rings

Control Systems
Sensitive RCDs

PRACT. PERF.
Permits to work

Electrical Plant
Earth Leakage

Safe Isolation
Open Circuits

Short circuits

Components

(A1)

(A2)

(A3)
Multi-phase
SCOPE OF
EVIDENCE

Luminaires
PERFORMANCE OBJECTIVES

Overload
Power

PPE
ELV

1. You obtain clear and detailed information about


the faults including the system specification *
Three electrical

relating to the electrotechnical systems and


equipment
2. You advise the relevant people clearly & *
systems

accurately about the potential disruption and


consequences of carrying out a diagnosis and
correction of faults
3. You agree the appropriate repairs and their *
electrical faults

implications with the relevant people in accordance


with organisational procedures
4. You conduct an assessment of safe working *
practices and perform suitable tests on the
Three

installed electrotechnical systems and equipment,


safely to identify the fault
5. You follow the correct procedures for carrying *
out a safe and secure isolation where required,
systems of

before diagnosing and correcting the fault


Two safe

6. You follow correct procedures when rectifying *


work

the fault, including using the appropriate tools,


equipment and materials
7. Where the fault cannot be corrected *
Three types of equipment

immediately, you leave the electrotechnical


systems and equipment safe in accordance with
industry regulations
8. You inspect & test that the repaired *
electrotechnical systems and equipment are
functioning in accordance with relevant Industry
Standards and specifications
9. You inform the relevant people about the test *
results and complete the documentation clearly
and accurately

167
Unit 303

EVIDENCE REF
SOURCE OF EVIDENCE

ASSESSMENT 1 (A1)

ASSESSMENT 2 (A2)

ASSESSMENT 3 (A3)
Control Systems and

Manufacturers Data
Motors and Starters
distribution panels

Installation Specs
Lighting & control

Other contractors
Components and

User Instructions
LV Single-phase

Switchgear and

Electrical Plant

Charge hands
components

accessories

Supervisors
Multi-phase
SCOPE OF
EVIDENCE

Colleagues
Luminaires

Customers
PERFORMANCE
OBJECTIVES

Clients
Power

ELV

1.you identify the relevant people that need


Two electrical

to be supplied with technical and functional


information
systems

2.you discuss, with the relevant people, their


technical and functional information
requirements

3.you obtain current and relevant


types of electrical

information from appropriate sources


Two different

4.you assess the nature and extent of


equipment

information required by the relevant people


in order for the installation, or equipment, to
be operated safely and effectively

5.you pass on the information in a timely,


courteous and professional manner and in
Both Technical

accordance with organisational procedures


and functional
Information

6.you provide written technical and


functional information to the relevant people
in accordance with organisational
procedures
Two different

7.you confirm that the relevant people


receive the necessary health and safety
relevant

information and advice in the approved


people

manner

168
Unit 304
SOURCE OF EVIDENCE EVIDENCE REF

Use of materials or
working near other

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Other contractors

ASSESS. (PPA)
confined spaces

PRACT. PERF.
Charge hands
Commercial

Supervisors

(A1)

(A2)

(A3)
SCOPE OF
EVIDENCE

Procedures
Agricultural

Colleagues
Customers

techniques

equipment
machinery
Industrial

Activities

Working
PERFORMANCE

Clients
OBJECTIVES

1.You identify which workplace health


and safety procedures are relevant to *
environments
Two working

your working environment

2. You identify evacuation procedures *


and emergency exits before work
commences
3. You review your working practices *
and your working environment for
Two different

hazards which could cause serious


harm
relevant
People

4. You control those health and safety *


hazards within your capability and job
responsibility limits
5. You report those hazards which may *
present a high risk to the relevant
persons responsible for health and
Two working

safety in the workplace


Practices

6. Your personal conduct around the *


workplace does not endanger the health
and safety of yourself or other persons
7. You follow the workplace policies and *
suppliers' or manufacturers’ instructions
for the safe use of tools, plant and
equipment
8. You follow agreed procedures in the *
event of an emergency

9. You follow workplace procedures in *


the event of injuries to self and others

169
Unit 305
EVIDENCE REF
SOURCE OF EVIDENCE

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Switchgear/Panels
Control Systems
Basket Systems

Electrical Plant
Steel Trunking
PVC Trunking
Steel Conduit

(A1)

(A2)

(A3)
PVC Conduit

Components
PVC Singles
SCOPE OF
EVIDENCE

Cable Tray

Luminaires
PVC/SWA

PVC Twin
Outside

PERFORMANCE OBJECTIVES
Inside

MIMS
1.You must confirm at the outset with the relevant
person that your plans for the installation meet their
All Working
conditions

expectations
2.You review the working environment and working
conditions for any changes which might impact on the
installation due to take place
3.You have wiring systems, wiring enclosures and
equipment of the right type, amount and size available
Three different

to undertake the installation


enclosures

4.You confirm that the selected wiring systems, wiring


Wiring

enclosures and equipment are compatible with all other


available site services

5.You confirm that:


the wiring systems
Wiring Systems
Three different

the wiring enclosures, and


the equipment
are fit for purpose and meet the needs of the installation
6.You seek confirmation that there are no hazards
which could harm yourself or other people within the
building fabric prior to commencement of the installation

7.You use fixings which are fit for purpose and


Three types of

appropriate for the site structure and building fabric


equipment

8.You follow all appropriate manufacturers’ instructions


for wiring systems, wiring enclosures and equipment

170
Unit 306

EVIDENCE REF
SOURCE OF EVIDENCE

Switchgear/Panels

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Lighting & control

LV Single-phase

Control Systems
Basket System

Electrical Plant
Steel Trunking
PVC Trunking
Steel Conduit
PVC Conduit

Components
PVC Singles

(A1)

(A2)
Multi-phase
SCOPE OF
EVIDENCE

Cable Tray

Luminaires
PVC/SWA

PVC Twin
Power

MIMS
PERFORMANCE OBJECTIVES

(A3)
ELV

1.You confirm the existing electrical supply is


compatible with the planned installation in
accordance with laid down procedures
electrical
systems

2.You follow agreed procedures to ensure the co-


Three

ordination of site services and activities of other


trades
3.You identify accurately the means of electrical
different wiring

isolation prior to commencing installation


enclosures

4.When required, you carry out isolation


procedures to ensure a safe installation in
Three

accordance with electrical regulations and


approved procedures
5.You measure and mark out all locations for
wiring systems
Three different

wiring systems, wiring enclosures and equipment


in accordance with electrical regulations and to
meet an agreed specification
6.You check that the planned locations are
sensible, visually acceptable and are in
accordance with other site services
7.You fix the wiring systems, wiring enclosures
Three types of equipment

and equipment in accordance with relevant


regulations and manufacturers’ instructions
8.You report to relevant people those necessary
variations to the planned programme of work that
may have:
• The potential to be dangerous
• Have a cost implication
9.You seek the appropriate action from the
relevant people

171
Unit 307
SOURCE OF EVIDENCE EVIDENCE REF

Switchgear/Panels

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Control Systems

Electrical Plant
Components
PVC Singles

(A1)

(A2)

(A3)
SCOPE OF
EVIDENCE

Luminaires
PVC/SWA

PVC Twin
MIMS

PERFORMANCE OBJECTIVES

1. You are working within a safe system of work and that you identify
any foreseeable hazards relating to the connection of wiring systems,
wiring enclosures and equipment.

2.You identify accurately the means of electrical isolation


Three electrical systems

3.When required, you carry out isolation procedures to ensure a safe


connection in accordance with electrical regulations and approved
procedures

4.You make connections in accordance with specifications and


comply with IEE wiring regulations as specified in the most recent BS
for electrical regulations

5You check connections are electrically and mechanically sound and


ensure that they are identified correctly and clearly.
Three types of equipment

6.Where appropriate, you take safe and sensible action to remedy any
identified defects after connection has taken place

7.You complete any necessary documentation about the work legibly,


accurately and timely in accordance with organisational requirements

172
Unit 308
SOURCE OF EVIDENCE EVIDENCE REF

ASSESSMENT 1 (A1)

ASSESSMENT 2 (A2)

ASSESSMENT 3 (A3)
Insulation resistance

Operation of RCDs
Continuity of CPC

Continuity of RFC
Other contractors

ASSESS. (PPA)
PRACT. PERF.
PERFORMANCE OBJECTIVES

Earth fault loop


Charge hands
Supervisors
SCOPE OF
EVIDENCE

Colleagues

impedance
Customers

Polarity
Clients

1.You plan and agree the inspecting, testing and


commissioning procedures with relevant people on site *
Two different relevant people

2.You undertake an assessment of safe working practices in *


accordance with general and industry specific health and
safety regulations
3.You follow the correct procedures for identify and carrying *
out a safe isolation before inspection, testing and
commissioning the electrical installation
4.You confirm that you test instruments are *
- appropriate to the job in hand,
- fit for purpose, and
- are in calibration
5.You conduct an inspection in accordance with the IEE *
wiring regulations as specified in the British Standard for
Electrical Installations
6.You conduct the required tests in accordance with the IEE *
wiring regulations as specified in the British Standard for
Electrical Installations and in accordance with
manufacturers’ instructions
7.You confirm the installation is in accordance with the IEE *
wiring regulations as specified in the British Standard for
Electrical Installations and in accordance with
manufacturers’ instructions and the specification
8.You prepare a formal record of testing which confirms the *
safely and integrity of the installation, in accordance with
organisational procedures and IEE wiring regulations as
specified in the British Standard for Electrical Installation
All Tests

9.You handover the installation to relevant people and *


ensure that they have sufficient information and
documentation for continued safe and effective use of the
installation

173
Unit 309
SOURCE OF EVIDENCE EVIDENCE REF

Switchgear/Panels
Method statement

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Communications

Control Systems
Process control
Permits to work

Electrical Plant
Refurbishment
Replacements
Safe isolation

Wearing PPE

Components
Adjustments

(A1)

(A2)

(A3)
SCOPE OF
EVIDENCE

Luminaires
PERFORMANCE OBJECTIVES

Ventilation

Security

Lighting
Routine

Heating
Repair 1 You carry out an assessment of risks and plan a
safe systems

safe system of work for use throughout the


Three maintenance Two different

maintenance activities
of work

2. You confirm that your maintenance activities


meets with the expectations of the relevant
person(s)
3. You report, promptly, any changes to the
working conditions of the work site which might
impact on the maintenance activities due to take
place
Activities

4. You inform the relevant person(s) immediately


when changes are necessary before work can
commence
5. You confirm with the relevant person(s) that
your maintenance work co-ordinates with the work
Three electro-

of other people on site


technical

6. Prior to commencing work, you seek


systems

authorisation from the relevant person(s) that it is


safe to undertake the maintenance work as
specified
7. Your information and documentation is current
and relevant and your plant, instruments,
equipme
types of

equipment, materials ,and tools are fit for purpose


Three

for the specified maintenance

174
Unit 310 (continued over page)
SOURCE OF EVIDENCE EVIDENCE REF

Switchgear/Panels
Method statement

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Communications

Control Systems
Process control
Permits to work

Electrical Plant
Refurbishment
Replacements
Safe isolation

Wearing PPE

Components
Adjustments

(A1)

(A2)

(A3)
SCOPE OF
EVIDENCE

Luminaires
PERFORMANCE OBJECTIVES

Ventilation

Security

Lighting
Routine

Heating
Repair
1. You carry out an assessment of risks and
implement the agreed safe system of work during
safe systems
Two different

all your maintenance activities


2. When necessary, you use relevant sources of
of work

technical information to support your maintenance


activities

3. You follow agreed maintenance procedures to


ensure the effective co-ordination of activities by
the relevant person(s)
maintenance

4. You use, safely and correctly, the tools,


activities

equipment and materials following: your workplace


Three electro-technical Three

procedures, ·the suppliers’ instructions· health and


safety requirements
5.You locate the correct wiring systems and
equipment as specified in your maintenance
instructions
6. You carry out safe and secure isolation
procedures to comply with electrical regulations
and the agreed safe system of work
7. You identify and locate, accurately, the
systems

electrotechnical systems and equipment to be


maintained in accordance with the relevant
maintenance schedule
8. Your maintenance activities comply with:
·manufacturers’ instructions, ·industry approved
practices, and the maintenance schedule
Three types of equipment

9. You advise the relevant person(s) clearly and


accurately about the potential consequences of
carrying out effective repairs
10. Where maintenance activities vary from the
schedule, you notify the relevant person(s)
promptly
11.You use suitable testing methods to accurately
evaluate the performance of all replaced and
adjusted equipment and systems during and on
completion of the maintenance activity

175
Unit 310 (continued)

SOURCE OF EVIDENCE EVIDENCE REF

Switchgear/Panels
Method statement

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Communications

Control Systems
Process control
Permits to work

Electrical Plant
Refurbishment
Replacements
Safe isolation

Wearing PPE

Components
Adjustments

(A1)

(A2)

(A3)
SCOPE OF
EVIDENCE

Luminaires
PERFORMANCE OBJECTIVES

Ventilation

Security

Lighting
Routine

Heating
Repair 12. your maintenance records are accurate,
complete and given to the relevant person(s) in the
required format promptly
13. you complete all maintenance activities within
the agreed timescale
14. when necessary, you report any expected
delays in completion to the relevant persons(s)
promptly

176
Unit 311 (continued over page)

SOURCE OF EVIDENCE EVIDENCE REF

ASSESSMENT 1 (A1)

ASSESSMENT 2 (A2)

ASSESSMENT 3 (A3)
Functional Operation

Control Systems and


Insulation resistance

Motors and Starters


Operation of RCDs
Phase-sequencing

distribution panels
Other contractors

Components and
Communications

ASSESS. (PPA)
PRACT. PERF.
Switchgear and
Process control

Electrical Plant
Pressure tests
Charge hands
PERFORMANCE

components
Supervisors

accessories
SCOPE OF
EVIDENCE

Colleagues

OBJECTIVES

Luminaires
Customers

Ventilation
Security

Lighting
Heating
Polarity
Clients

1. You carry out an assessment of *


risks to comply with health and safety
regulations prior to carrying out the
inspection and testing
Two relevant

2. You obtain all relevant data, *


instructions and information prior to
people

inspecting, testing and commissioning


maintained electrotechnical systems
and equipment
3. You plan and agree the inspecting, *
testing and commissioning procedures
with the relevant person(s)
4. You follow the correct procedures for *
carrying out a safe and secure isolation
All tests

before inspecting, testing and


commissioning the maintained
electrotechnical systems and
equipment
5. You confirm that your test *
instruments are appropriate to the job
technical systems

in hand, are fit for purpose, and have a


Three Electro-

current calibration certificate


6. You conduct an inspection in *
accordance with the latest Industry
Standards and, where applicable,
equipment manufacturers’ instructions

177
Unit 311 (continued)

SOURCE OF EVIDENCE EVIDENCE REF

ASSESSMENT 1 (A1)

ASSESSMENT 2 (A2)

ASSESSMENT 3 (A3)
Functional Operation

Control Systems and


Insulation resistance

Motors and Starters


Operation of RCDs
Phase-sequencing

distribution panels
Other contractors

Components and
Communications

ASSESS. (PPA)
PRACT. PERF.
Switchgear and
Process control

Electrical Plant
Pressure tests
Charge hands
PERFORMANCE

components
Supervisors

accessories
SCOPE OF
EVIDENCE

Colleagues

OBJECTIVES

Luminaires
Customers

Ventilation
Security

Lighting
Heating
Polarity
Clients

7. You conduct the required tests in *


accordance with the latest Industry
Standards, equipment manufacturers'
instructions and industry approved
procedures
Three different types of electrical

8. You commission by confirming that *


the maintained electrotechnical
systems and equipment are in
accordance with:
health and safety requirements, the
latest Industry Standards
manufacturers’ instructions, industry
approved procedures, and
the maintenance schedule
equipment

9. You confirm that the maintained *


electrotechnical systems and
equipment are safe and function
correctly
10. Your handover of the maintained
electrotechnical systems and
equipment to the relevant person(s)
includes accurate and complete
information and documentation about
the inspection, tests and
commissioning

178
Unit 312

SOURCE OF EVIDENCE EVIDENCE REF

Method statement

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Other contractors

Permits to work
Charge hands

Safe isolation
Gas services

temperature
Supervisors

(A1)

(A2)

(A3)
SCOPE OF
EVIDENCE

Colleagues

Customers
PERFORMANCE OBJECTIVES
Hydraulics

electricity

Flow rate
Pressure

Voltage
current
Clients

Levels

speed
Water

PPE
Oil

1.You confirm with relevant persons the scope of


the work to be carried out
Site services

2.You review the working environment and


working conditions for any changes in terms of
the impact they will have on the installation to
take place
3.You inform relevant persons immediately when
changes are necessary and of any expected
Two different

delays
4. You confirm that the installation work co-
relevant
persons

ordinates with site services and the work of other


relevant persons at the site who may be affected
by the installation activity
5.You confirm with the relevant persons, that you
are authorised to start the installations work
systems of
Two safe

6.You implement, correctly, a safe system of


work

work for use throughout the installation

7.Your information and documentation is current


and relevant and your plant, instruments ,
equipment, tools and data are correct and fit for
purpose
instrumentation
Three types of

8. You follow accurately all appropriate


manufacturers instructions and industry
approved practice when carrying the installation
of instrumentation and associated equipment

179
Unit 313
EVIDENCE REF
SOURCE OF EVIDENCE

Method statement

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Other contractors

Permits to work
Charge hands

Safe isolation

temperature
Supervisors

(A1)

(A2)

(A3)
SCOPE OF
EVIDENCE

Colleagues

Customers
PERFORMANCE OBJECTIVES
Recording
Indication

Flow rate
Pressure

Voltage
Control

current
Clients

Levels

speed
PPE
1.You carry out an assessment of risks and follow
All Instruments

the agreed safe system of work during installation


activities
2.You follow accurately all appropriate
manufacturers instructions and industry approved
practice and when carrying out the installation of
instrumentation and associated equipment
3.You confirm the existing electrical supply and is
compatible with the instrumentation and associated
Two different

equipment
4. You carry out a safe and secure electrical and
relevant
persons

process isolation prior to commencing installation in


accordance with relevant industry regulations and
approved procedures
5.You measure and mark out all locations for the
instruments, and associated equipment in
accordance with the drawings and instructions and
systems of
Two safe

to comply with electrical regulations


6.You install the instrument and associated
work

equipment in accordance with relevant industry


regulations and manufacturers’ instructions
7.You report to relevant people those variations to
the planned programme of work that may have:
instrumentation
Three types of

The potential to be dangerous


Have a cost implication
8. You confirm the appropriate action in relation to
the variations with the relevant people.

180
Unit 314
EVIDENCE REF
SOURCE OF EVIDENCE

Method statement

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Other contractors

ASSESS. (PPA)
PRACT. PERF.
Permits to work
Charge hands

Safe isolation

temperature
Supervisors

(A1)

(A2)

(A3)
SCOPE OF
EVIDENCE

Colleagues

Customers
PERFORMANCE OBJECTIVES
Recording
Indication

Flow rate
Pressure

Voltage
Control

current
Clients

Levels

speed
PPE
1. You confirm with the relevant person the scope of *
All Instruments

work to be carried out

2. You carry out an assessment of risks and *


implement a safe system of work to comply with
health and safety legislation, regulations and codes
of practice
3.You confirm with the relevant person that your *
safe system of work is appropriate to the scope of
Two different

the work
4. When required you carry out a safe and secure *
relevant
persons

electrical isolation

5.You make connections correctly and in *


accordance with, manufacturers instructions,
systems of
Two safe

drawings and the latest relevant industry standards


6. and process isolation prior to commencing *
work

installation in accordance with relevant industry


regulations and approved procedures
7. You follow accurately all appropriate *
manufacturers’ instructions and industry approved
instrumentation
Three types of

practice and when carrying out the installation of


instrumentation and associated equipment
8. You confirm the appropriate action in relation to *
the variations with the relevant people.

181
Unit 315

SOURCE OF EVIDENCE EVIDENCE REF

telecommunications
data transmission

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
other contractors

high viz clothing


safety harness
charge hands

rubber gloves

safety helmet

(A1)

(A2)

(A3)
public space
gas services
SCOPE OF

supervisors
EVIDENCE

colleagues

customers

motorway
electricity

drainage

highway

footpath

car park
PERFORMANCE OBJECTIVES
water

1. You assess the work site to determine :the


boundary and the nature of the equipment
present
Two different

conditions
working

2. You confirm with relevant persons the scope of


the work to be carried out

3. You review the work site and working


Two different relevant

conditions for any changes which might the on


the work due to take place

4. You have available public lighting components


of the appropriate type, quantity and size and
persons

which are fit for purpose

5. You identify accurately the means and point(s)


of electrical isolation prior to commencing work

6. When appropriate, you determine the position


PPE

of site services using suitable equipment


Three different

7. You wear suitable personal protective


work sites

equipment throughout all preparation activities

182
Unit 316
SOURCE OF EVIDENCE
EVIDENCE REF

ASSESSMENT 1 (A1)

ASSESSMENT 2 (A2)
M Way communication
illuminated traffic signs

ASSESSMENT 3 (A3)
photoelectric cell units

earth loop impedance

insulation resistance

street lighting units


luminaires /Lamps

cables and joints

signs, brackets
timeswitches

public space
control gear
SCOPE OF
EVIDENCE

motorway
PERFORMANCE OBJECTIVES

columns

highway

footpath

car park
cut-outs

polarity

cctv
1. You implement a safe system of work during
components:

your installation and connection activities


All Public
lighting

2. You follow agreed procedures to ensure the


co-ordination of the activities of other trades

3. You use all tools and equipment safely


following the manufacturer’s instructions and your
All tests

organisation’s procedures
4. You carry out safe and secure isolation
procedures
5. You follow the correct procedures for installing
All Public lighting

appropriate to the type of supply and cut outs


and associated

6. You fix all public lighting components and


equipment

associated equipment in an appropriate position


to enable ease of access and facilitate future
maintenance to comply with relevant regulations
and manufacturers’ instructions
7. The connections you make comply with
Three different

relevant regulations and


are electrically and mechanically sound
work sites

are identified correctly and clearly


8. You test the connections by following safe and
industry approved procedures
9. When appropriate, you take safe and suitable
action to remedy any identified defects
10. Where you are unable to complete specified
work, you report the matter to the relevant
person(s) clearly and accurately
11. Your work records are accurate, complete, up
to date and passed to the relevant person(s)
promptly

183
Unit 317

SOURCE OF EVIDENCE EVIDENCE REF

ASSESSMENT 1 (A1)

ASSESSMENT 2 (A2)

ASSESSMENT 3 (A3)
M Way communication
illuminated traffic signs
photoelectric cell units

earth loop impedance

insulation resistance

street lighting units


luminaires /Lamps

cables and joints

ASSESS. (PPA)
PRACT. PERF.
PERFORMANCE OBJECTIVES

signs, brackets
timeswitches

public space
control gear
SCOPE OF
EVIDENCE

motorway
columns

highway

footpath

car park
cutouts

polarity

cctv
1. You confirm with the relevant person the *
scope of the work to be carried out
components:
All Public

2. You carry out an assessment of risks and *


lighting

produce a safe system of work to comply with


health and safety legislation, regulations and
codes of practice
3. You confirm that your safe system of work is *
appropriate to the scope of work
All tests

4. You confirm that your test instruments are *


appropriate to the job in hand, fit for purpose, and
have a current calibration certificate
5. You conduct a structural inspection in *
accordance with the requirements of the client
associated equipment
All public lighting and

and the industry codes of practice


6. You conduct the required tests to ensure that *
the installation complies with the latest Industry
Standards relevant to public lighting systems and
associated equipment, manufacturers'
instructions the client's requirements

7. Where the test results reveal problems, you *


different work

report the problems to the relevant person(s)

8. You carry out the correct functional tests to *


Three

determine whether the completed installation


sites

operates prior to leaving the site

9. You prepare a formal record of the inspection


and testing in accordance with the client's
requirements and the industry codes of practice

184
Unit 318

SOURCE OF EVIDENCE EVIDENCE REF

ASSESSMENT 1 (A1)

ASSESSMENT 2 (A2)
M Way communication
illuminated traffic signs

ASSESSMENT 3 (A3)
photoelectric cell units

earth loop impedance

insulation resistance,

street lighting units


luminaires /Lamps

cables and joints PERFORMANCE OBJECTIVES

signs, brackets
timeswitches

public space
control gear

motorway
Evidence
Scope of

columns

highway

footpath

car park
cutouts

polarity

cctv
1. You prepare for the emergency work by
confirming its nature and location of the checking
Three public

components:

you have appropriate equipment


2. You follow agreed procedures to ensure co-
lighting

ordination as appropriate with the Emergency


Services with relevant the person(s)
3. You carry out an accurate assessment of the
site to determine the structural damage ,
Two tests

electrical damage and type of electrical supply


present at the site
4. You carry out safe isolation procedures
5. You make safe the public lighting and
Two public lighting

associated equipment, where appropriate, cables


to prevent immediate danger to the public,
and associated

yourself and other site personnel


equipment :

6. You identify equipment which: can be removed


from the site and can be left safely on site

7. You monitor that the site is safe and secure


and protects the public, vehicular traffic and
work sites

livestock from harm


different

8. You keep the relevant person(s) and


Two

emergency services aware of your actions


regularly
9. You follow agreed organisational procedures to
obtain technical back-up and additional resources
where necessary
10. Your records about the work are accurate and
complete and passed to the relevant person(s)
promptly

185
Unit 319
SOURCE OF EVIDENCE EVIDENCE REF

Method Statement

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Other contractors

ASSESS. (PPA)
PRACT. PERF.
Permits to work
Charge hands

Safe Isolation
Control Panel

Switchboards

Supervisors

(A1)

(A2)

(A3)
SCOPE OF
EVIDENCE

Colleagues
Customers

Clients
MCCS

PERFORMANCE OBJECTIVES

PPE
1. You carry out an assessment of risks of the workplace
and the working environment to comply with health and *
Two different

safety regulations and other legislation applicable to the


panel types

panel being built


2. You agree a safe programme of work with the relevant *
person(s)
3. You use suitable warning notices and barriers to *
prevent unauthorised entry to the workplace as identified
relevant people

by the assessment of risks


Two different

*
4. You minimise the risks associated with the tools, plant,
equipment, materials and access equipment applicable to
the panel being built

5. You monitor regularly that the working conditions *


systems of work

remain safe for work to continue

*
Two safe

6. You operate the tools, equipment, plant and, when


necessary, access equipment following suppliers'
instructions and health and safety requirements

7. You check that your tools, equipment, plant and *


materials at the workplace are stored safely and securely
during work activities and removed on completion
8. On completion of your work the immediate workplace is *
left in a safe and satisfactory condition in accordance with
health and safety regulations and good housekeeping
practice

186
Unit 320

SOURCE OF EVIDENCE
EVIDENCE
REF

ASSESSMENT 1 (A1)

ASSESSMENT 2 (A2)

ASSESSMENT 3 (A3)
Distribution boards and
their component parts

Components and
Control Systems
Instrumentation
PERFORMANCE OBJECTIVES

Non - Insulated
Motor Starters
Control Panel

Switchboards

accessories
SCOPE OF
EVIDENCE

Switchgear

Insulated
MCCS

1. You confirm that your plans for the panel building work
meet with the expectations of the relevant person,
Both conductor Three different types Two different
panel types

2. You report, promptly, any changes to the working


conditions of the workplace which might impact on the panel
building to the relevant
person(s)
3. You prepare a schedule of equipment applicable to the
panel type from customer information and specifications

4. The conductor systems and equipment you have ready


of electrical
equipment

for use meet the requirements of the latest issue of the


circuit diagrams and layout drawings

5. You confirm that the conductor systems and equipment


are:
fit for purpose, and
appropriate for the panel type to be built,
systems

6. You obtain all relevant manufacturers’ data, publications


and the latest, relevant Industry Standards for the panel’s
conductor systems and equipment,
7. You confirm that there are no hazards which could harm
yourself or other people prior to commencing work,

8. You plan a system of work for use throughout the panel


building which is safe and effective

187
Unit 321

SOURCE OF EVIDENCE
EVIDENCE REF

and their component

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Distribution boards

Components and

Risk assessment
Control Systems
Instrumentation

Permits to work
Non - Insulated
Motor Starters
Control Panel

Safe isolation

Wearing PPE
Switchboards

PERFORMANCE OBJECTIVES

(A1)

(A2)

(A3)
accessories
SCOPE OF
EVIDENCE

Switchgear

Insulated
MCCS

1. You carry out an assessment of risks and follow a


Two different
panel types

safe system of work which is safe and effective


throughout all panel building activities,
2. You assemble the main body of the panel to comply
with drawings, diagrams and the relevant specification

3. You measure and mark out locations for panel


of electrical equipment

equipment to comply with the drawings, diagrams and


Three different types

the relevant specification


4. You install and connect the panel’s conductor
systems and equipment safely to comply with
· the drawings,
· the diagrams,
· the relevant specification
· and the latest, relevant Industry Standards

5. You label, clearly, the conductors, connections and


equipment to meet with the relevant specification and
conductor

legal requirements
systems

6. When necessary, you take safe and suitable remedial


Both

action to rectify any identified defects during the building


period in accordance with industry practices
7. You complete any necessary documentation relating
to the work legibly, accurately and in a timely manner to
safe systems of

meet with organisational requirements.


Two different

8. You plan a system of work for use throughout the


panel building which is safe and effective
work

188
Unit 322
SOURCE OF EVIDENCE EVIDENCE REF

Components and accessories

Distribution boards and their

ASSESSMENT 2 (A2)

ASSESSMENT 3 (A3)
ASSESSMENT (A1)

PRACT. PERF. ASSESS.


PERFORMANCE OBJECTIVES

Functional Operation

Insulation resistance

Operation of RCDs
Phase-sequencing
Method Statement
component parts
Control Systems
Instrumentation

Permits to work

Pressure tests
Motor Starters

Safe Isolation
Control Panel

Switchboards
SCOPE OF
EVIDENCE

Switchgear

Polarity
MCCS

(PPA)
PPE
1. You carry out an assessment of risks of the
workplace and the working environment to comply *
Two different

with health and safety regulations and other


panel types

legislation applicable to the panel being built


2. You agree a safe programme of work with the *
relevant person(s)

3. You use suitable warning notices and barriers to *


types of electrical

prevent unauthorised entry to the workplace as


Three different

identified by the assessment of risks


4. You minimise the risks associated with the *
equipment

tools, plant, equipment, materials and access


equipment applicable to the panel being built

5. You monitor regularly that the working *


conditions remain safe for work to continue
systems of
Two safe

6. You operate the tools, equipment, plant and, *


when necessary, access equipment following
work

suppliers' instructions and health and safety


requirements
7. You check that your tools, equipment, plant and *
materials at the workplace are stored safely and
securely during work activities and removed on
Four different

completion
8. On completion of your work the immediate *
workplace is left in a safe and satisfactory
condition in accordance with health and safety *
Tests

regulations and good housekeeping practice

189
Unit 323
EVIDENCE REF
SOURCE OF EVIDENCE
SCOPE OF EVIDENCE

Functional Operation

Insulation resistance

Operation of RCDs
Phase-sequencing

Incomplete circuits

Switchgear/Panels
Method Statement

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
High Rest. Joints

ASSESS. (PPA)
Control Systems
Sensitive RCDs

PRACT. PERF.
Instrumentation
Permits to work

Electrical Plant
Earth Leakage
Pressure tests

Safe Isolation
Open Circuits

(A1)

(A2)

(A3)
PERFORMANCE

Short circuits

Components
Luminaires
OBJECTIVES

Overload
Polarity

PPE
1. You obtain clear and detailed
Two different tests

information relating to the faults including *


the specification and condition of the
faulty electrical equipment
2. You advise the relevant people clearly *
& accurately about the potential
disruption and consequences of carrying
out a diagnosis and correction of faults
3. You agree the appropriate repairs and *
electrical faults

their costs with the relevant people in


accordance with organisational
procedures
4. You undertake an assessment of risks *
Three

and plan a safe system of work to comply


with health and safety regulations
5. You follow the correct procedures for *
identifying and carrying out a safe and
systems of work

secure isolation
6. You follow the safe system of work to *
Two safe

perform suitable tests on the installed


equipment to identify the faults

7. You correct the fault, in accordance *


with specifications for the equipment, and
the conductor systems using the
Three types of equipment

appropriate tools, equipment and


materials
8. You inspect and test that the repaired *
electrical equipment is functioning
correctly in accordance with the
equipment specifications and conductor
systems
9. You complete the relevant *
documentation to comply with
organisational requirements

190
Unit 324
SOURCE OF EVIDENCE EVIDENCE REF

Specifications of the

Manufacturers’ data

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Other contractors
User Instructions

Charge hands

(A1)

(A2)

(A3)
PERFORMANCE OBJECTIVES

Supervisors
SCOPE OF
EVIDENCE

panel types

Colleagues
Customers

Clients
1.you identify the relevant people that need to be
functional Information

supplied with technical and functional information


Both technical and

2.you discuss, with the relevant people, their


technical and functional information requirements

3.you obtain current and relevant information from


appropriate sources
relevant people
Two different

4.you assess the nature and extent of information


required by the relevant people in order for the
installation, or equipment, to be operated safely and
effectively

5.you pass on the information in a timely, courteous


and professional manner and in accordance with
organisational procedures
6.you provide written technical and functional
information to the relevant people in accordance with
organisational procedures
7.you confirm that the relevant people receive the
necessary health and safety information and advice
in the approved manner

191
Unit 325
SOURCE OF EVIDENCE EVIDENCE REF

Use of materials or equipment

PRACT. PERF. ASSESS.


PERFORMANCE OBJECTIVES

ASSESSMENT 1(A1)

ASSESSMENT 2(A2)

ASSESSMENT 3(A3)
Working techniques

Other contractors

Charge hands
Supervisors
SCOPE OF
EVIDENCE

Procedures

Colleagues
Customers
Activities

Clients

(PPA)
1.You identify which workplace health and safety procedures are
Two working

relevant to your working environment *


practices

2. You identify evacuation procedures and emergency exits before *


work commences

3. You review your working practices and your working *


environment for hazards which could cause serious harm
relevant people
Two different

4. You control those health and safety hazards within your *


capability and job responsibility limits

5. You report those hazards which may present a high risk to the *
relevant persons responsible for health and safety in the workplace

6. Your personal conduct around the workplace does not endanger *


the health and safety of yourself or other persons

7. You follow the workplace policies and suppliers' or *


manufacturers’ instructions for the safe use of tools, plant and
equipment
8. You follow agreed procedures in the event of an emergency *

9. You follow workplace procedures in the event of injuries to self *


and others

192
Unit 326
SOURCE OF EVIDENCE EVIDENCE REF

ASSESSMENT 2 (A2)
ASSESSMENT 1(A1)

ASSESSMENT 3(A3)
Hydraulic floor cranes
Method Statement

rotating machines
other colleagues.
overhead cranes

ASSESS. (PPA)
PRACT. PERF.
Permits to work

static machines
charge-hands
Safe Isolation

PERFORMANCE OBJECTIVES

hoist blocks
SCOPE OF
EVIDENCE

supervisors

customers
shackles

clients
slings
PPE

1.You carry out an assessment of risks of the workplace


and the working environment to comply with health and *
safety regulations and other legislation applicable to the
systems of

electrical machine to be repaired


Two safe

2.You agree a safe programme of work with the relevant *


work

person(s)

3.You use suitable warning notices and barriers to *


Use of two types
of mechanical

prevent unauthorised entry to the work site


t
handling

4.You minimise the risks associated with the tools, plant, *


i

equipment, materials and mechanical handling applicable


to the electrical machine to be repaired

5.You monitor regularly that the working conditions *


Two relevant

remain safe for work to continue


persons

6.You operate the tools, equipment, plant and, when *


necessary, mechanical handling equipment, following
suppliers' instructions and health and safety requirements
7.You check that your tools, equipment, plant and *
materials at the workplace are stored safely and securely
during work activities and removed on completion
8. On completion of your work the immediate workplace is *
All electrical

left in a safe and satisfactory condition in accordance with


machines

health and safety regulations and good housekeeping *


practice

193
Unit 327 (continued over page)
SOURCE OF EVIDENCE EVIDENCE REF

damage repair sheets


Replacement of parts

windings accessories
machine enclosures

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
test results/findings
Method Statement

rotating machines
nameplate details
Permits to work

static machines
machine frame
refurbishment

Safe Isolation
modifications

(A1)

(A2)

(A3)
PERFORMANCE OBJECTIVES
SCOPE OF
EVIDENCE

laminations

job sheets
brushgear
overhaul

bearings
rewind

PPE
1 You carry out an assessment of risks and plan a safe
machine repairs

system of work
Three different

2. You confirm the electrical machine is secure and in a


safe location in readiness for dismantling

3. You obtain all relevant details on the machine to be


repaired including the customer’s information about
component

possible faults
4. You record all necessary data about the machine
Three

parts

including nameplate details prior to dismantling

5. You perform the appropriate diagnostic tests to


establish and identify the faults using safe and industry
approved methods
systems of
Two safe

6. You prepare and clean the machine ready for


work

dismantling using safe and industry approved methods

7. You dismantle the machine in accordance with the


original equipment manufacturer’s instructions using safe
and industry approved industry methods
Three Records

8. You uniquely identify each relevant component part to


ensure an effective re-assembly and tracking process in
accordance with organisational procedures
9. You establish the status of each component part and
identify the type and location of the fault

194
Both electrical SCOPE OF
machines EVIDENCE

overhaul

refurbishment

rewind

Replacement of parts
Unit 327 (continued)

modifications

bearings

brushgear

machine frame

machine enclosures

laminations

windings accessories

Method Statement

Safe Isolation
SOURCE OF EVIDENCE

Permits to work

PPE

job sheets

nameplate details

test results/findings

damage repair sheets

static machines

195
rotating machines
promptly.
component parts

efficient evaluation of repair viability


PERFORMANCE OBJECTIVES

parts which are faulty or damaged to provide for an


10. You obtain accurate and sufficient data on all of the

11.You record, clearly and accurately, those component

12. Your records are passed on to the relevant person(s)

ASSESSMENT 1
(A1)

ASSESSMENT 2
(A2)
EVIDENCE REF

ASSESSMENT 3
(A3)
Unit 328 (continued over page)
EVIDENCE REF
SOURCE OF EVIDENCE

damage repair sheets


windings accessories
machine enclosures

test results/findings
Method Statement
PERFORMANCE OBJECTIVES
rotating machines

nameplate details

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
(A1)

(A2)

(A3)
static machines

Permits to work
machine frame

Safe Isolation
SCOPE OF
EVIDENCE

laminations

job sheets
brushgear
bearings

PPE
1 You confirm the electrical machine is secure and in the correct
location in readiness for the rewind
machines
Electrical

2. You use tools and test instruments when carrying out rewinding
Both

operations which are: of the right type, are suitable for the task, fit for
purpose and where appropriate, have a current calibration certificate
3. You collect and record all relevant information, accurately, on
Component

the windings, the connections and the components when you strip the
component parts from the electrical machine
Three

4. Using materials appropriate to the rewinding required on the


parts

electrical machine, you insulate the component parts safely and in


accordance with industry standards
5. You use winding techniques appropriate to the type of coils and
machine and in accordance with industry approved procedures
systems of
Two safe

6. You install and secure, correctly, the coils in the electrical machine
work

in accordance with industry practice and industry approved


procedures
7. You make connections according to the type of winding and which
comply with the original equipment manufacturer's instructions
Three Records

8. You undertake the correct static tests on the windings safely in


accordance with industry approved procedures

9. Where appropriate, you take safe and suitable action to remedy


any identified defects after connection has taken place

196
Unit 328 (continued)

SOURCE OF EVIDENCE EVIDENCE REF

ASSESSMENT 3 (A3)
damage repair sheets

ASSESSMENT 1(A1)

ASSESSMENT 2(A2)
windings accessories
machine enclosures

test results/findings
Method Statement
PERFORMANCE OBJECTIVES
rotating machines

nameplate details
static machines

Permits to work
machine frame

Safe Isolation
SCOPE OF
EVIDENCE

laminations

job sheets
brushgear
bearings

PPE
10. Your tests and checks before varnishing confirm the rewind meets
the specification
11. You follow industry procedures to varnish and cure the new
windings in the correct manner
12. You complete all records about the tests legibly, accurately and
timely in accordance with organisational requirements
13. You report the successful completion of the rewinding operation to
the relevant person(s)

197
Unit 329
SOURCE OF EVIDENCE EVIDENCE REF

damage repair sheets


Replacement of parts

windings accessories
machine enclosures

test results/findings
Method Statement

rotating machines
nameplate details

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
PERFORMANCE OBJECTIVES

Permits to work

static machines
machine frame

(A1)

(A2)

(A3)
refurbishment

Safe Isolation
modifications
SCOPE OF
EVIDENCE

laminations

job sheets
brushgear
overhaul

bearings
rewind

PPE
1 You carry out an assessment of risk and plan a safe
system of work
machine
repairs

2. You confirm the electrical machine is secure and in the


Three

correct location in readiness for the repair

3. You use tools and test instruments when carrying out


repairing activities which are: of the right type, are suitable
for the task, fit for purpose and, where appropriate, have a
component

current calibration certificate


4. You confirm the information available is in accordance
Three

parts

with the required repair

5. You select the correct materials and component parts


in accordance with the information on the required repair
systems of
Two safe

6. You install and fit the materials and component parts in


work

the correct sequence to comply with the required repair


appropriate to the electrical machine
7. You record problems incurred during the repair activity
records

promptly and report them to the relevant person(s)


Three

8. You report to the relevant person(s) that the repair is


complete and ready for assembly
machines
Both

198
Unit 330 (continued over page)
SOURCE OF EVIDENCE EVIDENCE REF

ASSESSMENT 2 (A2)

ASSESSMENT 3 (A3)
damage repair sheets

ASSESSMENT 1(A1)
Replacement of parts

windings accessories
machine enclosures

test results/findings
Method Statement

rotating machines
nameplate details

ASSESS. (PPA)
PERFORMANCE OBJECTIVES

PRACT. PERF.
Permits to work

static machines
machine frame
refurbishment

Safe Isolation
modifications
SCOPE OF
EVIDENCE

laminations

job sheets
brushgear
overhaul

bearings
rewind

PPE
1 You confirm the electrical machine is secure and in the
Three machine

correct location in readiness for assembly *


2. You use tools and test instruments when carrying out *
repairs

assembly operations which are of the right type and are


suitable for the task fit for purpose, and where appropriate,
have a current calibration certificate
3. You have the correct data and component parts to *
complete the assembly process
component

4. You carry out final connection in the terminal box, *


safely and accurately and in accordance with the electrical
Three

parts

machine's specification

5. You undertake the assembly safely, in the correct *


sequence to comply with manufacturers' instructions
systems of
Two safe

6. You conduct a pre-test inspection to confirm the *


work

machine is ready for testing

7. You record all relevant details, accurately, on the *


repaired machine in accordance with workplace
requirements
8. You undertake an assessment of risks in relation to *
testing the repaired electrical machine
Three Records

9. You conduct, in the correct sequence, appropriate *


static and functional tests in accordance with: a safe
system of work the type of machine being tested,
manufacturers' recommendations
relevant Industry Standards, and industry approved
procedures

199
Both electrical SCOPE OF
machines EVIDENCE

overhaul

refurbishment

rewind

Replacement of parts
Unit 330 (continued)

modifications

bearings

brushgear

machine frame

machine enclosures

laminations

windings accessories

Method Statement

Safe Isolation
SOURCE OF EVIDENCE

Permits to work

PPE

job sheets

nameplate details

test results/findings

damage repair sheets

static machines

200
rotating machines
place

manufacturer's specification

with organisational procedures


PERFORMANCE OBJECTIVES

11. All test results comply with the original equipment


to remedy any identified defects after testing has taken
10. Where appropriate, you take safe and suitable action

12. You record inspections and test results in accordance

ASSESSMENT 1
(A1)

ASSESSMENT 2
(A2)

ASSESSMENT 3
(A3)
EVIDENCE REF

PRACT. PERF.
ASSESS. (PPA)
Unit 331
SOURCE OF EVIDENCE EVIDENCE REF

rotating machines

Installation Specs

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Other contractors
User Instructions
static machines

Manufacturer’s

Charge hands
Supervisors

(A1)

(A2)

(A3)
SCOPE OF
EVIDENCE

Colleagues
Customers
PERFORMANCE OBJECTIVES

Clients
Data
1. You identify the relevant people that need to be supplied with
technical and functional information
machines
Electrical

2. You discuss, with the relevant people, their technical and functional
information requirements

3. You obtain current and relevant information from appropriate sources


Both Technical
and functional
Information

4. You assess the nature and extent of information required by the


relevant people in order for the installation, or equipment, to be operated
safely and effectively

5. You pass on the information in a timely, courteous and professional


manner and in accordance with organisational procedures
relevant people

6. You provide written technical and functional information to the


Two different

relevant people in accordance with organisational procedures

7. You confirm that the relevant people receive the necessary health and
safety information and advice in the approved manner

201
Unit 332

SOURCE OF EVIDENCE EVIDENCE REF

Use of materials or

ASSESSMENT 1

ASSESSMENT 2

ASSESSMENT 3
Other contractors

ASSESS. (PPA)
PRACT. PERF.
Charge hands
Supervisors

(A1)

(A2)

(A3)
SCOPE OF
EVIDENCE

Procedures
Colleagues
Customers

techniques
PERFORMANCE OBJECTIVES

equipment
Activities

Working
Clients

1.You identify which workplace health and safety


Two different

procedures are relevant to your working environment *


relevant
people

2. You identify evacuation procedures and emergency *


exits before work commences

3. You review your working practices and your *


working environment for hazards which could cause
serious harm
4. You control those health and safety hazards within *
Two Working Practices

your capability and job responsibility limits

5. You report those hazards which may present a high *


risk to the relevant persons responsible for health and
safety in the workplace

6. Your personal conduct around the workplace does *


not endanger the health and safety of yourself or
other persons
7. You follow the workplace policies and suppliers' or *
manufacturers’ instructions for the safe use of tools,
plant and equipment
8. You follow agreed procedures in the event of an *
emergency

9. You follow workplace procedures in the event of *


injuries to self and others

202
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203
Stock ref: CD-03-2356

204

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