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Lift truck and powered access engineering technician

Key information

  1. Status: Approved for delivery
  2. Reference: ST0387
  3. Version: 1.1
  4. Level: 3
  5. Typical duration to gateway: 36 months
  6. Typical EPA period: 4 months
  7. Maximum funding: £16000
  8. Route: Engineering and manufacturing
  9. Date updated: 24/03/2023
  10. Approved for delivery: 10 July 2020
  11. Lars code: 579
  12. EQA provider: Ofqual
  13. Review:

    This apprenticeship standard will be reviewed after three years

Print apprenticeship summary

Apprenticeship summary

Overview of the role

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

Occupation summary

Lift truck and powered access engineering technicians can be found in many sectors, where businesses need to lift and move products, equipment and people safely. This is vital to a huge range of industries including: engineering, manufacturing, construction, food manufacturing and the storage and logistics industries.

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

In their daily work, an employee in this occupation interacts with a range of different people, some of these may include supervisors, warehouse staff, colleagues and customers. The lift trucks can be situated in a range of locations such as at a workshop, repair centres, warehouse, foundry, cold-store, manufacturing plant, engineering works, construction site, storage and logistics site, or any field service environment including a customer's premises. Some lift truck and powered access engineering technicians work from their own mobile units. Many companies require staff to work shifts, which can mean that their weekly hours involve working nights, weekends, and bank holidays.

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

 

Typical job titles include:

Forklift engineer Forklift technician Powered access equipment engineer Powered access equipment technician

Duties

  • Duty 1 Repair or replace faulty electrical or electronic, mechanical, and hydraulic parts.
  • Duty 2 Carry out scheduled servicing and safety checks on all vehicle or unit applications where applicable.
  • Duty 3 Carry out pre-delivery inspections, test and make any final adjustments in accordance with manufacturers recommendations, identify problems, or fine-tune performance, using a laptop or hand-held diagnostic equipment.
  • Duty 4 Maintain, diagnose, and repair internal combustion engines, engine management systems and fuel systems such as liquid petroleum, gas (LPG) and diesel fuel injection.
  • Duty 5 Maintain, repair, and diagnose drive trains including hydrostatic transmissions, final drive units and AC/DC drive motors, drive controllers and battery systems.
  • Duty 6 Maintain, adjust, and repair complex mast or boom configurations including lift chains, in accordance with manufacturers recommendations and relevant legislation.
  • Duty 7 Complete all paperwork (hard copy or electronic) with the relevant and required information and within the specified timescale using all support including IT as necessary. This may include clear identification of part numbers, order numbers, times and dates, recommended further action and customer commentary.
  • Duty 8 Maintain stock levels to maximise efficiency and communicate additional requirements in a clear manner to the staff responsible for ordering parts.
  • Duty 9 Ensure health and safety policy and procedures are adhered to.
  • Duty 10 Keep manager updated with progress and notify them of potential problems with customers and their future requirements in a timely manner, using appropriate methods such as email and telephone.
  • Duty 11 Keep the customer and colleagues informed about the progress of the service or repair and any follow-up work required.
  • Duty 12 Ensure equipment and uniform are clean and in good order, reflecting company image.

Apprenticeship summary

ST0387, lift truck and powered access engineering technician level 3

This is a summary of the key things that you – the apprentice and your employer need to know about your end-point assessment (EPA). You and your employer should read the EPA plan for the full details. It has information on assessment method requirements, roles and responsibilities, and re-sits and re-takes.

What is an end-point assessment and why it happens

An EPA is an assessment at the end of your apprenticeship. It will assess you against the knowledge, skills, and behaviours (KSBs) in the occupational standard. Your training will cover the KSBs. The EPA is your opportunity to show an independent assessor how well you can carry out the occupation you have been trained for.

Your employer will choose an end-point assessment organisation (EPAO) to deliver the EPA. Your employer and training provider should tell you what to expect and how to prepare for your EPA.

The length of the training for this apprenticeship is typically 36 months. The EPA period is typically 4 months.

The overall grades available for this apprenticeship are:

  • fail
  • pass
  • distinction

When you pass the EPA, you will be awarded your apprenticeship certificate.

EPA gateway

The EPA gateway is when the EPAO checks and confirms that you have met any requirements required before you start the EPA. You will only enter the gateway when your employer says you are ready.

The gateway requirements for your EPA are:

  • achieved English and mathematics qualifications in line with the apprenticeship funding rules
  • for the professional discussion underpinned by a portfolio, you must submit a portfolio of evidence



Assessment methods


Multiple-choice test

You will complete a multiple-choice test. It will be closed book, meaning you will not have access to any books or reference materials.
In the test you can have:

  • paper
  • pen
  • calculator.

The test will have 30 multiple-choice questions. You will have 60 minutes to complete it.



Practical assessment with questions

You will be observed by an independent assessor completing a set of tasks. It will last 4.5 hours. They will ask you at least 11 questions.


Professional discussion underpinned by a portfolio of evidence

You will have a professional professional discussion with an independent assessor. It will last 60 minutes. They will ask you at least 10 questions. The questions will be about certain aspects of your occupation. You need to compile a portfolio of evidence before the EPA gateway. You can use it to help answer the questions.

The EPAO will confirm where and when each assessment method will take place.

Who to contact for help or more information

You should speak to your employer if you have a query that relates to your job.

You should speak to your training provider if you have any questions about your training or EPA before it starts.

You should receive detailed information and support from the EPAO before the EPA starts. You should speak to them if you have any questions about your EPA once it has started.


Reasonable adjustments

If you have a disability, a physical or mental health condition or other special considerations, you may be able to have a reasonable adjustment that takes this into account. You should speak to your employer, training provider and EPAO and ask them what support you can get. The EPAO will decide if an adjustment is appropriate.


Professional recognition

This apprenticeship aligns with Institute of Mechanical Engineers (IMechE) for Engineering Technician

Please contact the professional body for more details.

This apprenticeship aligns with Institute of the Motor Industry for Associate Member

Please contact the professional body for more details.

Print occupational standard

Details of the occupational standard

Occupation summary

Lift truck and powered access engineering technicians can be found in many sectors, where businesses need to lift and move products, equipment and people safely. This is vital to a huge range of industries including: engineering, manufacturing, construction, food manufacturing and the storage and logistics industries.

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

In their daily work, an employee in this occupation interacts with a range of different people, some of these may include supervisors, warehouse staff, colleagues and customers. The lift trucks can be situated in a range of locations such as at a workshop, repair centres, warehouse, foundry, cold-store, manufacturing plant, engineering works, construction site, storage and logistics site, or any field service environment including a customer's premises. Some lift truck and powered access engineering technicians work from their own mobile units. Many companies require staff to work shifts, which can mean that their weekly hours involve working nights, weekends, and bank holidays.

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

 

Typical job titles include:

Forklift engineer Forklift technician Powered access equipment engineer Powered access equipment technician

Occupation duties

Duty KSBs

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

K1 K2 K3 K4 K5 K7 K8 K9 K11 K12 K13 K14 K15 K16

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S13 S14

B1 B2 B3 B4 B5

Duty 2 Carry out scheduled servicing and safety checks on all vehicle or unit applications where applicable.

K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K12 K13 K14 K15 K16

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S13 S14

B1 B2 B3 B4 B5

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

K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K12 K13 K14 K15 K16

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S13 S14

B1 B2 B3 B4 B5

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

K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K12 K13 K14 K15 K16

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S13 S14

B1 B2 B3 B4 B5

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

K1 K2 K3 K4 K5 K6 K7 K8 K9 K11 K12 K13 K14 K15 K16

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S13 S14

B1 B2 B3 B4 B5

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

K1 K2 K3 K4 K5 K7 K8 K9 K11 K12 K13 K14 K15 K16

S1 S2 S3 S4 S5 S6 S7 S8 S9 S10 S13 S14

B1 B2 B3 B4 B5

Duty 7 Complete all paperwork (hard copy or electronic) with the relevant and required information and within the specified timescale using all support including IT as necessary. This may include clear identification of part numbers, order numbers, times and dates, recommended further action and customer commentary.

K1 K3 K6 K9 K10 K11 K12 K13 K17

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

B1 B2 B3 B4 B5 B6

Duty 8 Maintain stock levels to maximise efficiency and communicate additional requirements in a clear manner to the staff responsible for ordering parts.

K1 K11 K12 K13 K16 K17

S11 S14 S16

B1 B2 B3 B4 B5 B6

Duty 9 Ensure health and safety policy and procedures are adhered to.

K1 K2 K3 K6 K9 K12 K13 K14 K17

S1 S3 S4 S6 S7 S8 S9 S10 S13 S14 S16

B1 B2 B3 B4 B5 B6

Duty 10 Keep manager updated with progress and notify them of potential problems with customers and their future requirements in a timely manner, using appropriate methods such as email and telephone.

K1 K9 K10 K12 K17 K18

S1 S3 S8 S9 S10 S12 S13 S14 S15

B1 B2 B3 B4 B5 B6

Duty 11 Keep the customer and colleagues informed about the progress of the service or repair and any follow-up work required.

K1 K9 K10 K12 K17 K18

S10 S12 S14 S15

B1 B2 B3 B4 B5 B6

Duty 12 Ensure equipment and uniform are clean and in good order, reflecting company image.

K1 K2 K12 K13

S1 S3 S13 S14 S16

B1 B2 B3 B4 B5 B6


KSBs

Knowledge

K1: Awareness of health and safety regulations, relevance to the occupation and the technician's responsibilities. Health and Safety at Work Act – responsibilities. Control of Substances Hazardous to Health (COSHH). Reporting of Injuries, Diseases, and Dangerous Occurrences Regulations (RIDDOR). Risk assessments. Safe systems of work. Manual handling. Types of hazards. Near miss reporting. Due diligence. Personal Protective Equipment (PPE). Situational awareness. Provision and use of Work Equipment Regulations (PUWER). Lifting Operations and Lifting Equipment Regulations (LOLER). Electrical safety and compliance. Noise regulations. Work at height regulations. Back to Duty

K2: Tools and equipment used within the lift truck and powered access profession and their safe operation. Back to Duty

K3: Materials, joining methods and fabrication techniques. Back to Duty

K4: Principles of electrical, electronic and hydraulic circuits and components. Back to Duty

K5: Construction and operation of lift truck and powered access machine systems: powertrain, steering, braking, lifting gear, mechanical, electrical or electronic and hydraulics. Back to Duty

K6: Maintenance practices and techniques: planned and preventative, and reactive methods and their frequency. Inspection techniques and the importance of safety inspections to meet legal obligations. Back to Duty

K7: Diagnostic principles and problem-solving techniques for fault-finding: manufacturer's process flows, guided fault finding and functional testing. Back to Duty

K8: Lift truck and powered access on-board diagnostics. Back to Duty

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

K10: Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Engineering terminology. Back to Duty

K11: Stock requirements. Control systems. Stock rotation. Stock considerations: availability, stock lead times, stock value, faulty stock, salvageability of parts removed. Back to Duty

K12: Quality management standards. Quality assurance principles and practice. Record keeping. Back to Duty

K13: Environmental and sustainability regulations and guidance. Environmental hazards that can arise from lift truck and powered access operations. Types of pollution and control measures: noise, smells, spills, and waste. Hazardous waste regulations. Back to Duty

K14: The correct selection and use of hand tools. Back to Duty

K15: Lift truck and powered access communication systems. Telematics. Back to Duty

K16: Warranties: what they are and impact on lift and powered access machines. Back to Duty

K17: Written communication techniques. Plain English principles. Engineering terminology. Back to Duty

K18: Equality Act. Equality, diversity, and inclusion in the workplace. Unconscious bias. Back to Duty

Skills

S1: Apply health and safety procedures and safe systems of work in compliance with regulations and standards relevant to lift truck or powered access machines. Back to Duty

S2: Obtain and interpret lift truck and powered access machine technical data and repair instructions. Back to Duty

S3: Use tools, workshop equipment, diagnostic and measuring equipment when carrying out maintenance and repairs. Back to Duty

S4: Perform preventative maintenance activities on lift truck and powered access machines. Back to Duty

S5: Perform inspections on lift truck and powered access machines in compliance with Lifting Operations and Lifting Equipment Regulations (LOLER) and Provision and Use of Work Equipment Regulations (PUWER) regulations. Back to Duty

S6: Remove and replace mechanical, electrical and hydraulic components. Back to Duty

S7: Apply diagnostic principles and problem-solving techniques to diagnose faults on lift truck or powered access machine systems. Back to Duty

S8: Carry out functional testing and quality checks on repaired lift truck or powered access machine components and systems. Back to Duty

S9: Carry out repairs and make required adjustments. Back to Duty

S10: Record or enter information - paper based or electronic. For example, job sheets, risk assessments, equipment service records, test results, handover documents and manufacturers' documentation, work sheets, checklists. Back to Duty

S11: Check and maintain stock. Back to Duty

S12: Communicate with others verbally for example, colleagues and stakeholders. Back to Duty

S13: Prepare and maintain a clean, tidy and safe working area. Back to Duty

S14: Identify, organise and use resources to complete tasks, in compliance with quality, safety, sustainability and environmental standards and guidance. Back to Duty

S15: Follow equality, diversity and inclusion procedures. Back to Duty

S16: Store and maintain tools, workshop equipment, diagnostic and measuring equipment for maintenance and repairs. Back to Duty

Behaviours

B1: Put health and safety first. Back to Duty

B2: Take responsibility for the quality of work. Back to Duty

B3: Committed to continued professional development (CPD) to maintain and enhance competence in their own area of practice. Back to Duty

B4: Respond and adapt to work demands and situations. Back to Duty

B5: Apply a professional approach. Back to Duty

B6: Take account of diversity and inclusion requirements. Back to Duty


Qualifications

English and Maths

Apprentices without level 2 English and maths will need to achieve this level prior to taking the End-Point Assessment. For those with an education, health and care plan or a legacy statement, the apprenticeship’s English and maths minimum requirement is Entry Level 3. A British Sign Language (BSL) qualification is an alternative to the English qualification for those whose primary language is BSL.

Professional recognition

This standard aligns with the following professional recognition:

  • Institute of Mechanical Engineers (IMechE) for Engineering Technician
  • Institute of the Motor Industry for Associate Member
Print EPA plan

End-point assessment plan

V1.1

Introduction and overview

This document explains the requirements for end-point assessment (EPA) for the lift truck and powered access engineering technician apprenticeship. End-point assessment organisations (EPAOs) must follow this when designing and delivering the EPA.

Lift truck and powered access engineering technician apprentices, their employers and training providers should read this document.

An approved EPAO must conduct the EPA for this apprenticeship. Employers must select an approved EPAO from the register of end-point assessment organisations (RoEPAO).

A full-time apprentice typically spends 36 months on-programme (this means in training before the gateway) working towards competence as a lift truck and powered access engineering technician. All apprentices must spend at least 12 months on-programme. All apprentices must complete the required amount of off-the-job training specified by the apprenticeship funding rules.

This EPA has 3 assessment methods.

The grades available for each assessment method are:

Assessment method 1 - multiple-choice test:

  • fail
  • pass
  • distinction

Assessment method 2 - practical assessment:

  • fail
  • pass

Assessment method 3 - professional discussion underpinned by a portfolio:

  • fail
  • pass
  • distinction

The result from each assessment method is combined to decide the overall apprenticeship grade. The following grades are available for the apprenticeship:

  • fail
  • pass
  • distinction

EPA summary table

On-programme (typically 36 months)
The apprentice must complete training to develop the knowledge, skills and behaviours (KSBs) of the occupational standard.

The apprentice must complete training towards English and maths qualifications in line with the apprenticeship funding rules. This includes those with an education, health and care plan or a legacy statement. British sign language (BSL) qualifications are an alternative to English qualifications for those who have BSL as their primary language.

The apprentice must compile a portfolio of evidence.

End-point assessment gateway
The employer must be content that the apprentice is working at or above the occupational standard.

The apprentice’s employer must confirm that they think the apprentice:

  • is working at or above the occupational standard as a lift truck and powered access engineering technician
  • has the evidence required to pass the gateway and is ready to take the EPA

The apprentice must have achieved English and maths qualifications in line with the apprenticeship funding rules. This includes those with an education, health and care plan or a legacy statement. British sign language (BSL) qualifications are an alternative to English qualifications for those who have BSL as their primary language.

For the professional discussion underpinned by a portfolio the apprentice must submit a portfolio of evidence.

The apprentice must submit any policies and procedures as requested by the EPAO.

End-point assessment (typically 4 months)
Grades available for each assessment method:

Multiple-choice test

  • fail
  • pass
  • distinction

Practical assessment

  • fail
  • pass

Professional discussion underpinned by a portfolio

  • fail
  • pass
  • distinction

Overall EPA and apprenticeship can be graded:

    • fail
    • pass
    • distinction
Professional recognition
This apprenticeship aligns with Institute of Mechanical Engineers (IMechE) for Engineering Technician

The apprenticeship will either wholly or partially satisfy the requirements for registration at this level.

This apprenticeship aligns with Institute of the Motor Industry for Associate Member

The apprenticeship will either wholly or partially satisfy the requirements for registration at this level.





Re-sits and re-takes



  • Re-take and re-sit grade cap: pass
  • Re-sit timeframe: typically 2 months
  • Re-take timeframe: typically 4 months

Duration of end-point assessment period

The EPA is taken in the EPA period. The EPA period starts when the EPAO confirms the gateway requirements have been met and is typically 4 months.

The EPAO should confirm the gateway requirements have been met and the EPA should start as quickly as possible.

EPA gateway

The apprentice’s employer must confirm that they think their apprentice is working at or above the occupational standard. The apprentice will then enter the gateway. The employer may take advice from the apprentice's training provider(s), but the employer must make the decision.

The apprentice must meet the gateway requirements before starting their EPA.

These are:

  • achieved English and maths qualifications in line with the apprenticeship funding rules. This includes those with an education, health and care plan or a legacy statement. British sign language (BSL) qualifications are an alternative to English qualifications for those who have BSL as their primary language
  • for the professional discussion underpinned by a portfolio the apprentice must submit: portfolio of evidence

Portfolio of evidence requirements:

The apprentice must compile a portfolio of evidence during the on-programme period of the apprenticeship. It should only contain evidence related to the KSBs that will be assessed by this assessment method. It will typically contain 10 discrete pieces of evidence. Evidence must be mapped against the KSBs. Evidence may be used to demonstrate more than one KSB; a qualitative as opposed to quantitative approach is suggested.

Evidence sources may include:

  • workplace documentation and records, for example:
  • workplace policies and procedures
  • witness statements
  • annotated photographs
  • video clips (maximum total duration 10 minutes); the apprentice must be in view and identifiable

This is not a definitive list; other evidence sources can be included.

The portfolio of evidence should not include reflective accounts or any methods of self-assessment. Any employer contributions should focus on direct observation of performance (for example, witness statements) rather than opinions. The evidence provided should be valid and attributable to the apprentice; the portfolio of evidence should contain a statement from the employer and apprentice confirming this.

The EPAO should not assess the portfolio of evidence directly as it underpins the discussion. The independent assessor should review the portfolio of evidence to prepare questions for the discussion. They are not required to provide feedback after this review.

The apprentice must submit any policies and procedures as requested by the EPAO.

Order of assessment methods

The assessment methods can be delivered in any order.

The result of one assessment method does not need to be known before starting the next.

Multiple-choice test

Overview

In the test, the apprentice answers questions in a controlled and invigilated environment. It gives the apprentice the opportunity to demonstrate the knowledge mapped to this assessment method.

Rationale

This assessment method is being used because:

  • it allows for the efficient testing of knowledge where there is a right or wrong answer.
  • it allows for flexibility in terms of when, where, and how it is taken.
  • it allows larger volumes of apprentices to be assessed at one time.

Delivery

The test must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

The multiple-choice test can be computer based.

The multiple-choice test must consist of 30 multiple-choice questions.

Multiple-choice questions must have four options, including one correct answer.

The apprentice must be given at least 2 weeks notice of the date and time of the multiple-choice test.

Test administration

The apprentice must have 60 minutes to complete the test.

The multiple-choice test is closed book which means that the apprentice cannot refer to reference books or materials whilst taking the test.

The following equipment is allowed to be used during the multiple-choice test:

  • paper
  • pen
  • calculator.

The multiple-choice test must be taken in the presence of an invigilator under the responsibility of the EPAO.

The EPAO must have an invigilation policy setting out how the multiple-choice test must be conducted. It must state the ratio of apprentices to invigilators for the setting and allow the test to take place in a secure way.

The EPAO is responsible for the security of the multiple-choice test including the arrangements for on-line testing. The EPAO must ensure that their security arrangements maintain the validity and reliability of the multiple-choice test.

Marking

The multiple-choice test must be marked by an independent assessor or marker employed by the EPAO. They must follow a marking scheme produced by the EPAO. Marking by computer is allowed where question type supports this.

A correct answer gets 1 mark.

Any incorrect or missing answers get zero marks.

The EPAO is responsible for overseeing the marking of the multiple-choice test. The EPAO must ensure standardisation and moderation of multiple-choice test.

Assessment location

The apprentice must take the multiple-choice test in a suitably controlled and invigilated environment that is a quiet room, free from distractions and influence. The EPAO must check the venue is suitable.

The multiple-choice test may take place remotely if the appropriate technology and systems are in place to prevent malpractice. The EPAO must ensure invigilation of the apprentice for example with, and not limited to, 360-degree cameras and screen sharing facilities.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO should maintain the security and confidentiality of EPA materials when consulting employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.  

The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.

The EPAO must ensure that apprentice has a different set of questions in the case of re-sits or re-takes.

The EPAO must produce the following materials to support the multiple-choice test:

  • independent assessor assessment materials which include:
    • training materials
    • administration materials
    • moderation and standardisation materials
    • guidance materials
    • grading guidance
    • test specification
    • sample test and mark schemes
    • live tests and mark schemes
    • question bank
  • EPA guidance for the apprentice and the employer

The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation, training, and moderation.

Practical assessment

Overview

In a practical assessment with questions, an independent assessor observes the apprentice completing a task or series of tasks set by the EPAO. The EPAO decides where it takes place. The assessment environment must closely relate to the apprentice’s natural working environment. This allows the apprentice to demonstrate the KSBs mapped to this assessment method. 

Rationale

This assessment method is being used because:

  • the occupation involves practical activity best assessed through practical assessment
  • this is a practical role, best demonstrated through completing tasks in a realistic work setting
  • practical assessment allows for consistency of activities to be completed and efficiency in scheduling
  • questioning allows for the testing of related underpinning knowledge
  • it is a holistic assessment method

Delivery

The practical assessment must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

An independent assessor must conduct and assess the practical assessment.

The independent assessor can observe one apprentice at a time. They must be as unobtrusive as possible.

The EPAO must give an apprentice 2 weeks notice of the . practical assessment

The practical assessment must take 4.5 hours.

The independent assessor can increase the time of each task within the practical assessment by up to 10%. This time is to allow the apprentice to complete a task or respond to a question if necessary.

The practical assessment cannot be split, other than for comfort breaks or to allow apprentices to move from one location to another. Where breaks occur, they will not count towards the total EPA time.

EPAOs must manage invigilation of the apprentice during the assessment, to maintain security of the EPA, in line with their malpractice policy. This includes breaks and moving between locations during the working day.

The independent assessor must explain to the apprentice the format and timescales of the practical assessment before it starts. This does not count towards the assessment time.

The independent assessor must observe the following during the practical assessment.

Apprentices will complete 4 practical assessment tasks, these will be as follows:

  • task 1 Practical Assessment: Detailed inspection and preventative maintenance (90 minutes)
  • task 2 Practical Assessment: Repair and diagnosis - mechanical (60 minutes)
  • task 3 Practical Assessment: Repair and diagnosis - electrical (60 minutes)
  • task 4 Practical Assessment: Repair and diagnosis - hydraulic (60 minutes)

These timings include the questioning component of the tasks. Further details of each task is as follows:

Task 1 Practical assessment: Detailed inspection and preventative maintenance

This task will last 90 minutes and the task will replicate the areas assessed during a typical detailed inspection. The apprentice will be required to check the following machine sections:

  • steering and braking
  • lifting mechanism
  • plates, guards and safety equipment
  • traction system (IC or Electrical)
  • chassis, wheels and tyres.

There must be one fault on each of the 5 systems above, each of which is significant enough to make the machine unsafe. The machine should otherwise be in a good condition. Apprentices must identify all 5 faults on the machine. The practical assessment task reflects a frequent scenario from the apprentice’s normal work activities. At the end of the inspection, the apprentice must highlight to the assessor any findings which would render the machine dangerous or 'developing issues' which may lead to further problems in the future. The assessor will also ask a minimum of 5 questions during the task, these should be timed to be unobtrusive to the process. Follow-up questions are allowed to seek clarification and to make an assessment against the grading descriptors. Questions must be asked within the time allocated for each task.

Tasks 2 - 4 Practical assessment: Repair and diagnosis (delivery information)

Each task will last 60 minutes, with 10% additional time permitted for each of these tasks at the independent assessor’s discretion. The purpose of these tasks is to holistically assess the core practical skills that lift truck and powered access equipment engineers require to work competently. This includes demonstrating knowledge and skills to safely work on mechanical, electrical and hydraulic systems. During each task the independent assessor must ask a minimum of 2 questions for each of tasks 2 - 4, these should be timed to be unobtrusive to the process. Follow-up questions are allowed to seek clarification and to make an assessment against the grading descriptors. Questions must be asked within the time allocated for each task.

Task 2 Practical assessment: Mechanical repair and diagnosis

Carry out a task on a mechanical system to demonstrate use of hand skills, tools and measuring devices. This must include some dismantling, inspection, measurement and reassembly. This can be carried out on a machine or rig.

Example tasks may include, but are not limited to:

  • dismantling, measuring and reassembling engine or transmission components
  • dismantling, measuring and reassembling and measuring brake or steering components
  • dismantling, measuring and reassembling lifting components.

As a minimum, the task must require the use of measuring equipment for example micrometer, vernier, calipers, feeler gauges as well as the interpretation and use of technical data relating to the system being worked on.

Task 3 Practical assessment: Electrical repair and diagnosis

Carry out a task on an electrical system to demonstrate use of tools, electrical measuring equipment and fault diagnosis and repair. It must involve diagnosing a fault which includes using appropriate equipment. This can be carried out on a machine or rig.

Example tasks may include, but are not limited to faulty:

  • sensors
  • switches
  • actuators
  • motors.

As a minimum, the task must require the interpretation of wiring diagrams and the use of a multimeter to diagnose the fault. The fault must also be repaired.

Task 4 Practical assessment: Hydraulic repair and diagnosis

Carry out a task on a hydraulic system to demonstrate use of tools, measuring equipment and fault diagnosis and repair. It should involve diagnosing a fault which includes using appropriate equipment. This can be carried out on a machine or rig.

Example tasks may include, but are not limited to faulty:

  • pumps
  • cylinders
  • valves
  • filters
  • accumulators
  • incorrectly connected hoses

As a minimum, the task must require the interpretation of hydraulic circuit diagrams and the use of pressure gauges to diagnose the fault. The fault must also be repaired.

These activities provide the apprentice with the opportunity to demonstrate the KSBs mapped to this assessment method.

The independent assessor must ask questions. The purpose of the questions is to assess the apprentice's knowledge and understanding of what they have been doing during the inspection and seek clarification.

Questioning can occur during the practical assessment. The time for questions asked during the practical assessment is included in the overall assessment time.

Independent assessors must ask at least 11 questions during the practical assessment. To remain as unobtrusive as possible, the independent assessor should ask questions during natural breaks in work rather than disrupting the apprentice’s flow. The independent assessor must use the questions from their EPAO’s question bank or create their own questions in-line with the EPAO’s training.

The independent assessor can ask follow-up questions to clarify answers given by the apprentice. These questions are in addition to the above set number of questions for the practical assessment and should be kept to a minimum.

The independent assessor must keep accurate records of the assessment. They must record:

  • the KSBs observed
  • The apprentice’s answers to questions
  • KSBs demonstrated in answers to questions
  • the grade achieved

The independent assessor must make the grading decision. The practical assessment and responses to questions must be assessed holistically by the independent assessor when they are deciding the grade. 

Assessment location

The practical assessment will take place in a simulated environment selected by the EPAO (for example the EPAO’s or employer’s premises). The simulated environment must relate to the apprentice’s natural work environment. Equipment and resources needed for the practical assessment must be provided by the EPAO, who can liaise with the employer to provide these.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO should maintain the security and confidentiality of EPA materials when consulting employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.  

The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.

The EPAO must ensure that the apprentice has different tasks and a different set of questions in the case of re-sits or re-takes.

The EPAO must produce the following materials to support the practical assessment:

  • independent assessor assessment materials which include:
    • training materials
    • administration materials
    • moderation and standardisation materials
    • guidance materials
    • grading guidance
    • question bank
  • EPA guidance for the apprentice and the employer

Professional discussion underpinned by a portfolio

Overview

In the discussion, an independent assessor and apprentice have a formal two-way conversation.

The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence. It gives the apprentice the opportunity to demonstrate their competency across the KSBs mapped to this EPA method.

Rationale

This assessment method is being used because:

  • it allows for assessment of KSBs that do not occur on a predictable or regular basis
  • it is underpinned by a portfolio of evidence, enabling the apprentice to demonstrate the application of skills and behaviours as well as knowledge.
  • it allows for testing of responses where there are a number of potential answers that couldn’t be tested through a multiple-choice test.
  • it can be conducted remotely, potentially reducing cost

Delivery

The professional discussion must be structured to give the apprentice the opportunity to demonstrate the KSBs mapped to this assessment method to the highest available grade.

An independent assessor must conduct and assess the professional discussion.

The purpose of the independent assessor's questions will be to cover the following themes:

  • records and operating procedures
  • stock control and equipment
  • professional behaviours
  • communication and customer care
  • on-board diagnostics

The EPAO must give an apprentice 2 weeks notice of the professional discussion.

The independent assessor must have at least 2 week(s) to review the supporting documentation.

The apprentice must have access to their portfolio of evidence during the professional discussion.

The apprentice can refer to and illustrate their answers with evidence from their portfolio of evidence however the portfolio of evidence is not directly assessed.

The professional discussion must last for 60 minutes. The independent assessor can increase the time of the professional discussion by up to 10%. This time is to allow the apprentice to respond to a question if necessary.

The independent assessor must ask at least 10 questions. Follow-up questions are allowed where clarification is required. The independent assessor must use the questions from their EPAO’s question bank or create their own questions in-line with the EPAO’s training.

The independent assessor must make the grading decision. The independent assessor must keep accurate records of the assessment. They must record:

  • the apprentice’s answers to questions
  • the KSBs demonstrated in answers to questions
  • the grade achieved 

Assessment location

The professional discussion must take place in a suitable venue selected by the EPAO (for example the EPAO’s or employer’s premises).

The professional discussion can be conducted by video conferencing. The EPAO must have processes in place to verify the identity of the apprentice and ensure the apprentice is not being aided.

The professional discussion should take place in a quiet room, free from distractions and influence.

Question and resource development

The EPAO must develop a purpose-built assessment specification and question bank. It is recommended this is done in consultation with employers of this occupation. The EPAO should maintain the security and confidentiality of EPA materials when consulting employers. The assessment specification and question bank must be reviewed at least once a year to ensure they remain fit-for-purpose.  

The assessment specification must be relevant to the occupation and demonstrate how to assess the KSBs mapped to this assessment method. The EPAO must ensure that questions are refined and developed to a high standard. The questions must be unpredictable. A question bank of sufficient size will support this.

The EPAO must ensure that apprentice has a different set of questions in the case of re-sits or re-takes.

The EPAO must produce the following materials to support the professional discussion underpinned by a portfolio:

  • independent assessor assessment materials which include:
  • training materials
  • administration materials
  • moderation and standardisation materials
  • guidance materials
  • grading guidance
  • question bank
  • EPA guidance for the apprentice and the employer

The EPAO must ensure that the EPA materials are subject to quality assurance procedures including standardisation, training, and moderation.

Grading

Practical assessment

Fail - does not meet pass criteria

Theme
KSBs
Pass
Apprentices must demonstrate all the pass descriptors
Safe and sustainable working practices
S1 S13 S14 B1

Prepares and maintains a clean, tidy and safe working area for the practical tasks. (S13)

Prioritises health and safety, applying procedures and safe systems of work in compliance with regulations and standards during the practical tasks. (S1, B1)

Identifies the resources required for each task, organises and uses these resources in compliance with quality, safety, sustainability and environmental standards and guidance. (S14)

Tools and equipment
K14 S3

Uses the correct tools, including hand tools, workshop equipment and diagnostic and measuring equipment when carrying out maintenance and repairs in the practical tasks. (K14, S3)

Inspection and preventative maintenance
S4 S5

Inspects a lift truck or powered access machine in compliance with LOLER and PUWER regulations. (S5)

Completes preventative maintenance task on lift truck or powered access machines in compliance with manufacturer's instructions. (S4)

Diagnosis and fault repair
K7 K9 S2 S6 S7 S9 B2 B4

Applies diagnostic principles and problem-solving techniques to diagnose faults on lift truck or powered access machine systems. (K7, S7)

Obtains and interprets machine technical data and repair instructions. (K9, S2)

Removes and replaces mechanical, electrical and hydraulic components. (S6)

Carries out repairs and makes any required adjustments to the lift truck or powered access machine. (S9)

Takes responsibilities for the quality of their work when carrying out repairs and makes any required adjustments to the lift truck or powered access machine, responding and adapting to work demands and situations. (S9, B2, B4)

Professional discussion underpinned by a portfolio

Fail - does not meet pass criteria

Theme
KSBs
Pass
Apprentices must demonstrate all the pass descriptors
Distinction
Apprentices must demonstrate all the pass descriptors and all of the distinction descriptors
Records and operating procedures
K12 K16 S8 S10

Explains what lift truck and powered access warranties are, and how warranties impact on lift truck and powered access machines. (K16)

Explains how they record information electronically or paper-based within their job role. (S10)

Explains functional testing within a lift truck and powered access machine environment and how they perform functional testing and quality checks on repaired systems and components. (S8)

Describes the principles of quality management standards and quality assurance and the importance of record keeping. (K12)

 

Justifies the use of functional testing and quality checks on repaired systems and components. (S8)

Stock control and equipment
K11 S11 S16

Explains how they check and maintain stock levels, control systems, stock rotation and other stock considerations. Describes the process they follow with faulty stock. (K11, S11)

Explains how they store and maintain tools, workshop equipment, diagnostic and measuring equipment when carrying out maintenance and repairs. (S16)

Explains the impact of stock considerations on organisational operations. (K11, S11)

Evaluates the benefits to the business of adequate storage and maintenance procedures for tools, workshop equipment, diagnostic and measuring equipment. (S16)

 

 

Professional behaviours
K18 S15 B3 B5 B6

Explains how they follow equality, diversity and inclusion procedures and take account of unconscious bias within the workplace maintaining a professional approach in the workplace in line with organisational requirements. (K18, S15, B5, B6)

Explains how they complete CPD to maintain professional competence in line with organisational requirements. (B3)

Explains where they have responded and adapted to challenging work demands and situations. (B4)

Explains how they maintain a professional approach in the workplace in line with organisational requirements. (B5)

 

Explains how their practice supports a diverse and inclusive culture in the business. (K15, S15)

Communication and customer care
K10 K17 S12

Explains how they use verbal communication techniques suitable for the context, adapting style and use of engineering terminology to suit the audience. (K10, K17, S12)

 

On-board diagnostics
K8 K15

Describes the principles of on board-diagnostics for lift truck and powered access machines and how these are accessed and used. (K8)

Describes the principles of lift truck and powered access communication systems including telematics. (K15)

.

Multiple-choice test

Grade Minimum marks required Maximum marks required
Fail 0 19
Pass 20 24
Distinction 25 30

Overall EPA grading

Performance in the EPA determines the apprenticeship grade of:

    • fail
    • pass
    • distinction

An independent assessor must individually grade the: practical assessment and professional discussion underpinned by a portfolio in line with this EPA plan.

The EPAO must combine the individual assessment method grades to determine the overall EPA grade.

If the apprentice fails one or more assessment methods, they will be awarded an overall fail. 

To achieve an overall pass, the apprentice must achieve at least a pass in all the assessment methods. To achieve an overall EPA distinction, the apprentice must achieve a pass in the practical assessment, a distinction in the knowledge test, and a distinction in the professional discussion.

Grades from individual assessment methods must be combined in the following way to determine the grade of the EPA overall.

Multiple-choice test Practical assessment Professional discussion underpinned by a portfolio Overall Grading
Fail Any grade Any grade Fail
Any grade Fail Any grade Fail
Any grade Any grade Fail Fail
Pass Pass Pass Pass
Pass Pass Distinction Pass
Distinction Pass Pass Pass
Distinction Pass Distinction Distinction

Re-sits and re-takes

If the apprentice fails one or more assessment methods they can take a re-sit or a re-take at their employer’s discretion. The apprentice’s employer needs to agree that a re-sit or re-take is appropriate. A re-sit does not need further learning, whereas a re-take does.

The apprentice should have a supportive action plan to prepare for a re-sit or a re-take.

The employer and EPAO agree the timescale for a re-sit or re-take. A re-sit is typically taken within 2 months of the EPA outcome notification. The timescale for a re-take is dependent on how much re-training is required and is typically taken within 4 months of the EPA outcome notification.

Failed assessment methods must be re-sat or re-taken within a 6-month period from the EPA outcome notification, otherwise the entire EPA will need to be re-sat or re-taken in full.

Re-sits and re-takes are not offered to an apprentice wishing to move from pass to a higher grade.

The apprentice will get a maximum EPA grade of pass for a re-sit or re-take, unless the EPAO determines there are exceptional circumstances.

Roles and responsibilities

Roles Responsibilities

Apprentice

As a minimum, the apprentice should:

  • participate in and complete on-programme training to meet the KSBs as outlined in the occupational standard for a minimum of 12 months
  • complete the required amount of off-the-job training specified by the apprenticeship funding rules and as arranged by the employer and training provider
  • understand the purpose and importance of EPA
  • meet the gateway requirements 
  • undertake the EPA  

 

Employer

As a minimum, the apprentice's employer must:

  • select the EPAO and training provider 
  • work with the training provider (where applicable) to support the apprentice in the workplace and to provide the opportunities for the apprentice to develop the KSBs
  • arrange and support off-the-job training to be undertaken by the apprentice 
  • decide when the apprentice is working at or above the occupational standard and is ready for EPA 
  • ensure that supporting evidence required at the gateway is submitted in line with this EPA plan 
  • liaise with the training provider and EPAO to ensure the EPA is booked in a timely manner

Post-gateway, the employer must: 

  • confirm arrangements with the EPAO for the EPA (who, when, where) in a timely manner (including providing access to any employer-specific documentation as required, for example company policies)
  • ensure that the EPA is scheduled with the EPAO for a date and time which allows the opportunity for the apprentice to be assessed against the KSBs 
  • remain independent from the delivery of the EPA
  • ensure the apprentice is given sufficient time away from regular duties to prepare for, and complete all post-gateway elements of the EPA, and that any required supervision during this time (as stated within this EPA plan) is in place
  • where the apprentice is assessed in the workplace, ensure that the apprentice has access to the resources used on a regular basis 
  • pass the certificate to the apprentice upon receipt from the EPAO

EPAO

As a minimum, the EPAO must:  

  • conform to the requirements of this EPA plan and deliver its requirements in a timely manner 
  • conform to the requirements of the register of end-point assessment organisations (RoEPAO) 
  • conform to the requirements of the external quality assurance provider (EQAP) for this apprenticeship 
  • understand the occupational standard 
  • make the EPA contractual arrangements, including agreeing the price of the EPA 
  • develop and produce assessment materials as detailed for each assessment method in this EPA plan 
  • appoint qualified and competent independent assessors in line with the requirements of this EPA plan to conduct assessments and oversee their working 
  • appoint administrators (and invigilators where required) to administer the EPA  
  • provide training for independent assessors in terms of good assessment practice, operating the assessment tools and grading 
  • provide information, advice, guidance and documentation to enable apprentices, employers and training providers to prepare for the EPA 
  • confirm all gateway requirements have been met as quickly as possible 
  • arrange for the EPA to take place, in consultation with the employer 
  • ensure that the apprentice has access to the required resources and liaise with the employer to agree this if necessary, where the apprentice is not assessed in the workplace 
  • develop and provide assessment recording documentation to ensure a clear and auditable process is in place for providing assessment decisions and feedback to stakeholders 
  • have no direct connection with the apprentice, their employer or training provider in all instances; there must be no conflict of interest 
  • have policies and procedures for internal quality assurance (IQA), and maintain records of IQA activity and moderation for external quality assurance (EQA) purposes 
  • deliver induction training for independent assessors, and for invigilators and markers (where used) 
  • undertake standardisation activity on this apprenticeship for an independent assessor before they conduct an EPA for the first time, if the EPA is updated and periodically (a minimum of annually) 
  • manage invigilation of the apprentice to maintain security of the assessment in line with the EPAO’s malpractice policy 
  • verify the identity of the apprentice  
  • use language in the development and delivery of the EPA that is appropriate to the level of the occupational standard 

Independent assessor

As a minimum, an independent assessor must: 

  • have the competence to assess the apprentice at the level of this apprenticeship and hold any required qualifications and experience in line with the requirements of the independent assessor as detailed in the IQA section of this EPA plan 
  • understand the occupational standard and the requirements of this EPA 
  • have, maintain and be able to evidence, up-to-date knowledge and expertise of the occupation 
  • deliver the end-point assessment in-line with this EPA plan 
  • comply with the IQA requirements of the EPAO 
  • have no direct connection or conflict of interest with the apprentice, their employer or training provider; in all instances; there must be no conflict of interest 
  • attend induction training 
  • attend standardisation events when they start working for the EPAO, before they conduct an EPA for the first time and a minimum of annually for this apprenticeship  
  • assess each assessment method, as determined by the EPA plan  
  • assess the KSBs assigned to each assessment method, as shown in the mapping of KSBs to assessment methods in this EPA plan  
  • make the grading decisions 
  • record and report assessment outcome decisions, for each apprentice, following instructions and using assessment recording documentation provided by the EPAO, in a timely manner 
  • use language in the development and delivery of the EPA that is appropriate to the level of the occupational standard 
  • mark open (constructed) test answers accurately according to the EPAO’s mark scheme and procedures 

Training provider

As a minimum, the training provider must: 

  • work with the employer and support the apprentice during the off-the-job training to provide the opportunities to develop the KSBs as listed in the occupational standard 
  • conduct training covering the KSBs agreed as part of the Commitment Statement or the Individual Learning Plan 
  • monitor the apprentice’s progress during any training provider led on-programme learning 
  • advise the employer, upon request, on the apprentice’s readiness for EPA 
  • remain independent from the delivery of the EPA 

Reasonable adjustments

The EPAO must have reasonable adjustments arrangements for the EPA.

This should include:

  • how an apprentice qualifies for reasonable adjustment
  • what reasonable adjustments may be made

Adjustments must maintain the validity, reliability and integrity of the EPA as outlined in this EPA plan.

Internal quality assurance

Internal quality assurance refers to how the EPAO ensures valid, consistent and reliable EPA decisions. The EPAO must adhere to the requirements within the roles and responsibilities section:

The EPAO must also:

  • have quality assurance systems and procedures that ensure fair, reliable and consistent EPA regardless of employer, place, time or independent assessor
  • appoint independent assessors who are competent to deliver the EPA and who:
    • have recent relevant experience of the occupation or sector to at least occupational level 3 gained in the last 3 years or significant experience of the occupation or sector
  • operate induction training for anyone involved in the delivery or assessment of the EPA
  • provide training for independent assessors in good assessment practice, operating the assessment tools and making grading decisions
  • provide ongoing training for markers and invigilators
  • provide standardisation activity for this apprenticeship standard for all independent assessors:
    • before they conduct an EPA for the first time
    • if the EPA is updated
    • periodically as appropriate (a minimum of annually)
  • conduct effective moderation of EPA decisions and grades
  • conduct appeals where required, according to the EPAO’s appeals procedure, reviewing and making final decisions on EPA decisions and grades
  • have no direct connection with the apprentice, their employer or training provider.

Value for money

Affordability of the EPA will be aided by using at least some of the following:

  • completing applicable assessment methods online (for example computer-based assessment)
  • utilising digital remote platforms to conduct applicable assessment methods
  • assessing multiple apprentices simultaneously where the method of assessment permits this
  • conducting assessment methods on the same day

Professional recognition

This apprenticeship aligns with:

Institute of Mechanical Engineers (IMechE) for Engineering Technician

Institute of the Motor Industry for Associate Member

Mapping of KSBs to assessment methods

Knowledge Assessment methods
K1

Awareness of health and safety regulations, relevance to the occupation and the technician's responsibilities. Health and Safety at Work Act – responsibilities. Control of Substances Hazardous to Health (COSHH). Reporting of Injuries, Diseases, and Dangerous Occurrences Regulations (RIDDOR). Risk assessments. Safe systems of work. Manual handling. Types of hazards. Near miss reporting. Due diligence. Personal Protective Equipment (PPE). Situational awareness. Provision and use of Work Equipment Regulations (PUWER). Lifting Operations and Lifting Equipment Regulations (LOLER). Electrical safety and compliance. Noise regulations. Work at height regulations.

Back to Grading
Multiple-choice test
K2

Tools and equipment used within the lift truck and powered access profession and their safe operation.

Back to Grading
Multiple-choice test
K3

Materials, joining methods and fabrication techniques.

Back to Grading
Multiple-choice test
K4

Principles of electrical, electronic and hydraulic circuits and components.

Back to Grading
Multiple-choice test
K5

Construction and operation of lift truck and powered access machine systems: powertrain, steering, braking, lifting gear, mechanical, electrical or electronic and hydraulics.

Back to Grading
Multiple-choice test
K6

Maintenance practices and techniques: planned and preventative, and reactive methods and their frequency. Inspection techniques and the importance of safety inspections to meet legal obligations.

Back to Grading
Multiple-choice test
K7

Diagnostic principles and problem-solving techniques for fault-finding: manufacturer's process flows, guided fault finding and functional testing.

Back to Grading
Practical assessment
K8

Lift truck and powered access on-board diagnostics.

Back to Grading
Professional discussion underpinned by a portfolio
K9

Manufacturers’ specifications and customers’ requirements and the process to access, interpret and apply the information gained from them.

Back to Grading
Practical assessment
K10

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

Back to Grading
Professional discussion underpinned by a portfolio
K11

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

Back to Grading
Professional discussion underpinned by a portfolio
K12

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

Back to Grading
Professional discussion underpinned by a portfolio
K13

Environmental and sustainability regulations and guidance. Environmental hazards that can arise from lift truck and powered access operations. Types of pollution and control measures: noise, smells, spills, and waste. Hazardous waste regulations.

Back to Grading
Multiple-choice test
K14

The correct selection and use of hand tools.

Back to Grading
Practical assessment
K15

Lift truck and powered access communication systems. Telematics.

Back to Grading
Professional discussion underpinned by a portfolio
K16

Warranties: what they are and impact on lift and powered access machines.

Back to Grading
Professional discussion underpinned by a portfolio
K17

Written communication techniques. Plain English principles. Engineering terminology.

Back to Grading
Professional discussion underpinned by a portfolio
K18

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

Back to Grading
Professional discussion underpinned by a portfolio
Skill Assessment methods
S1

Apply health and safety procedures and safe systems of work in compliance with regulations and standards relevant to lift truck or powered access machines.

Back to Grading
Practical assessment
S2

Obtain and interpret lift truck and powered access machine technical data and repair instructions.

Back to Grading
Practical assessment
S3

Use tools, workshop equipment, diagnostic and measuring equipment when carrying out maintenance and repairs.

Back to Grading
Practical assessment
S4

Perform preventative maintenance activities on lift truck and powered access machines.

Back to Grading
Practical assessment
S5

Perform inspections on lift truck and powered access machines in compliance with Lifting Operations and Lifting Equipment Regulations (LOLER) and Provision and Use of Work Equipment Regulations (PUWER) regulations.

Back to Grading
Practical assessment
S6

Remove and replace mechanical, electrical and hydraulic components.

Back to Grading
Practical assessment
S7

Apply diagnostic principles and problem-solving techniques to diagnose faults on lift truck or powered access machine systems.

Back to Grading
Practical assessment
S8

Carry out functional testing and quality checks on repaired lift truck or powered access machine components and systems.

Back to Grading
Professional discussion underpinned by a portfolio
S9

Carry out repairs and make required adjustments.

Back to Grading
Practical assessment
S10

Record or enter information - paper based or electronic. For example, job sheets, risk assessments, equipment service records, test results, handover documents and manufacturers' documentation, work sheets, checklists.

Back to Grading
Professional discussion underpinned by a portfolio
S11

Check and maintain stock.

Back to Grading
Professional discussion underpinned by a portfolio
S12

Communicate with others verbally for example, colleagues and stakeholders.

Back to Grading
Professional discussion underpinned by a portfolio
S13

Prepare and maintain a clean, tidy and safe working area.

Back to Grading
Practical assessment
S14

Identify, organise and use resources to complete tasks, in compliance with quality, safety, sustainability and environmental standards and guidance.

Back to Grading
Practical assessment
S15

Follow equality, diversity and inclusion procedures.

Back to Grading
Professional discussion underpinned by a portfolio
S16

Store and maintain tools, workshop equipment, diagnostic and measuring equipment for maintenance and repairs.

Back to Grading
Professional discussion underpinned by a portfolio
Behaviour Assessment methods
B1

Put health and safety first.

Back to Grading
Practical assessment
B2

Take responsibility for the quality of work.

Back to Grading
Practical assessment
B3

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

Back to Grading
Professional discussion underpinned by a portfolio
B4

Respond and adapt to work demands and situations.

Back to Grading
Practical assessment
B5

Apply a professional approach.

Back to Grading
Professional discussion underpinned by a portfolio
B6

Take account of diversity and inclusion requirements.

Back to Grading
Professional discussion underpinned by a portfolio

Mapping of KSBs to grade themes

Practical assessment - PracticalAssessment

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Safe and sustainable working practices

S1 S13 S14
B1

N/A

Apply health and safety procedures and safe systems of work in compliance with regulations and standards relevant to lift truck or powered access machines. (S1)

Prepare and maintain a clean, tidy and safe working area. (S13)

Identify, organise and use resources to complete tasks, in compliance with quality, safety, sustainability and environmental standards and guidance. (S14)

Put health and safety first. (B1)

Tools and equipment
K14
S3

The correct selection and use of hand tools. (K14)

Use tools, workshop equipment, diagnostic and measuring equipment when carrying out maintenance and repairs. (S3)

N/A

Inspection and preventative maintenance

S4 S5

N/A

Perform preventative maintenance activities on lift truck and powered access machines. (S4)

Perform inspections on lift truck and powered access machines in compliance with Lifting Operations and Lifting Equipment Regulations (LOLER) and Provision and Use of Work Equipment Regulations (PUWER) regulations. (S5)

N/A

Diagnosis and fault repair
K7 K9
S2 S6 S7 S9
B2 B4

Diagnostic principles and problem-solving techniques for fault-finding: manufacturer's process flows, guided fault finding and functional testing. (K7)

Manufacturers’ specifications and customers’ requirements and the process to access, interpret and apply the information gained from them. (K9)

Obtain and interpret lift truck and powered access machine technical data and repair instructions. (S2)

Remove and replace mechanical, electrical and hydraulic components. (S6)

Apply diagnostic principles and problem-solving techniques to diagnose faults on lift truck or powered access machine systems. (S7)

Carry out repairs and make required adjustments. (S9)

Take responsibility for the quality of work. (B2)

Respond and adapt to work demands and situations. (B4)

Professional discussion underpinned by a portfolio - Discussion

KSBS GROUPED BY THEME Knowledge Skills Behaviour
Records and operating procedures
K12 K16
S8 S10

Quality management standards. Quality assurance principles and practice. Record keeping. (K12)

Warranties: what they are and impact on lift and powered access machines. (K16)

Carry out functional testing and quality checks on repaired lift truck or powered access machine components and systems. (S8)

Record or enter information - paper based or electronic. For example, job sheets, risk assessments, equipment service records, test results, handover documents and manufacturers' documentation, work sheets, checklists. (S10)

N/A

Stock control and equipment
K11
S11 S16

Stock requirements. Control systems. Stock rotation. Stock considerations: availability, stock lead times, stock value, faulty stock, salvageability of parts removed. (K11)

Check and maintain stock. (S11)

Store and maintain tools, workshop equipment, diagnostic and measuring equipment for maintenance and repairs. (S16)

N/A

Professional behaviours
K18
S15
B3 B5 B6

Equality Act. Equality, diversity, and inclusion in the workplace. Unconscious bias. (K18)

Follow equality, diversity and inclusion procedures. (S15)

Committed to continued professional development (CPD) to maintain and enhance competence in their own area of practice. (B3)

Apply a professional approach. (B5)

Take account of diversity and inclusion requirements. (B6)

Communication and customer care
K10 K17
S12

Verbal communication techniques. Giving and receiving information. Matching style to audience. Barriers in communication and how to overcome them. Engineering terminology. (K10)

Written communication techniques. Plain English principles. Engineering terminology. (K17)

Communicate with others verbally for example, colleagues and stakeholders. (S12)

N/A

On-board diagnostics
K8 K15

Lift truck and powered access on-board diagnostics. (K8)

Lift truck and powered access communication systems. Telematics. (K15)

N/A

N/A

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Employers involved in creating the standard: Crown Lift Trucks Ltd, Toyota MHE UK, Linde, Jungheinrich, Acclaim Handling, IPAF

Version log

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

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