| 1 | 1a. Obtain resources for engineering activities | 1.1 | Assess the operational requirements and any factors that could affect their achievement |
| 1.2 | Carry out all of the following when determining and obtaining the required resources: • use the correct issue of company information • check that all essential information and data needed to determine the resources is available • collect relevant information on the engineering requirements • use the information collected to determine the resources required • identify potential problems which may influence the provision of the resources • check that the appropriate resources will be available at the time they are required • ensure that health and safety regulations, environmental issues, safe working practices are taken into account • ensure that resource requirements are met |
| 1.3 | Specify clearly the resources required to implement the agreed operational methods and procedures |
| 1.4 | Define the resources required, to include four of the following, and check their availability and suitability: • the documentation to be used (such as drawings, specifications, quality assurance, surveys) • the people required with the necessary skills and knowledge • the space/work area in which to carry out the engineering activities • the raw materials required (such as type and specification of material, form of material, amount of material) • consumable materials required (such as welding accessories, masking mediums, oil, cutting compounds) • bought-in standard components (such as bearings, electrical or electronic components, fluid power components, mechanical fasteners) • equipment required (such as hand tools, power tools, machinery, lifting and handling equipment) • measuring or test equipment (such as mechanical measuring, electrical measuring) • any outside support services required ... |
| 1.5 | ... (such as material treatments, specialist lifting and moving equipment) • special/specific safety equipment required (such as fume extraction, fire equipment, environmental protection) |
| 1.6 | Consult with all relevant people on the resources that are available |
| 1.7 | Obtain relevant information from the appropriate information source, including two of the following: • work orders • schedules • purchase orders • planning documentation • plans/designs • quality standards • contracts • standard operating procedures • production control documentation • equipment or materials supplier information • customer requirements |
| 1.8 | Obtain the required resources using the appropriate organisational procedures |
| 2 | 1b. Obtain resources for engineering activities (continued) | 2.1 | Determine and obtain resources for one of the following engineering activities: • drawing/design activities (such as mechanical, electrical/electronic, motor vehicle, aerospace, marine) • manufacturing activities (such as machining, detail fitting, fabrication of components, pressing) • material processing activities (such as heat treatment, casting, injection moulding, purification) • composite manufacture (such as wet lay-up, pre-preg laminating, resin infusion, blow moulding) • finishing activities (such as stripping finishes, painting, plating, anodising, veneering, lacquering) • assembly activities (such as mechanical, structural, fluid power, electrical/electronic, woodworking) • installation activities (such as mechanical, electrical/electronic, avionic, structural, environmental equipment) • plant and equipment (such as site ... |
| 2.2 | ... preparation, plant layout, equipment changeover, equipment replacement) • equipment capability studies/performance measurement • movement of materials, components or finished goods • business improvement activities • engineering safety audits or risk assessments • quality control/quality assurance • maintenance activities • testing and trialling • modification and repair activities • research and development • commissioning/decommissioning • engineering support services |
| 2.3 | Carry out all of the following on completion of the resource gathering activities: • validation and evaluation of the systems and procedures used to obtain the required resources • suggested improvements to their process of obtaining the required resource • recommendations for improvements or changes to the resources required by the engineering activities |
| 2.4 | Resolve any issues relating to the resources in the appropriate manner |
| 2.5 | Obtain the resources, and resolve any supply issues, using two of the following organisational procedures: • ordering procedures • authorisation procedures • company communication systems • hierarchy of control • company procurement procedure |
| 2.6 | Record information on the resources in the appropriate information systems |
| 2.7 | Record the resource details in the appropriate information systems, and inform the appropriate people that the required resources are available, using the following methods: • specific company documentation Plus one more method from the following: • written or typed report • verbal report • electronic mail |
| 3 | 2a. Know how to obtain resources for engineering activities | 3.1 | Explain how to access information on health and safety regulations and guidelines relating to the engineering activities to be used and resources required |
| 3.2 | Describe the implications of not taking account of legislation, regulations, standards and guidelines when determining resource requirements |
| 3.3 | Explain how to obtain information on the engineering activities and resource requirements, and the type of information that is available (such as customer requirements and instructions, quality control requirements, product specification, manufacturing methods) |
| 3.4 | Explain how to check the validity of documentation used in the resource planning activities |
| 3.5 | Describe the organisational procedures that should be used when obtaining resources |
| 3.6 | Explain how to access and use the appropriate information and documentation systems |
| 3.7 | Describe the company procedures for access to purchase orders and other relevant technical documentation |
| 3.8 | Describe the types of resource that will need to be determined and obtained for the planned engineering activities (such as people with the right skills, materials, equipment, documentation, space required, support services, utilities, safety equipment, transportation, customer consent) |
| 3.9 | Explain how to assess the need for resources |
| 3.10 | Describe the main types of resources involved with different types of engineering activity, and the typical timescales for providing them |
| 3.11 | Describe the factors to be taken into account when determining resources, especially those covering working conditions and safety |
| 3.12 | Explain how to verify that the resources identified are suitable, and are available within or to the organisation |
| 3.13 | Describe the issues that could occur when obtaining resources, and how to resolve them |
| 4 | 2b. Know how to obtain resources for engineering activities (continued) | 4.1 | Describe the obvious (and hidden) costs of obtaining resources, especially those that have to be contracted out |
| 4.2 | Describe the development of the resource documentation (to include both master documents and working instructions, along with their purpose, content and status) |
| 4.3 | Explain how to prepare the resource plans (to include the structure, style, clarity and compliance with relevant organisational standards) |
| 4.4 | Describe the process used in the organisation to validate the resource plans produced |
| 4.5 | Describe the procedures for changing the resource requirements, and why control procedures are used |
| 4.6 | Describe the importance of maintaining records on resource requirements; what needs to be recorded and where records are kept |
| 4.7 | Describe the different ways of presenting information to different people |
| 4.8 | Describe the importance of providing the right information at the right time |
| 4.9 | Describe the roles and responsibilities of key personnel in their organisation |
| 4.10 | Describe the problems that can occur when obtaining resources, and how these problems can be overcome |
| 4.11 | Describe the extent of their own responsibility and to whom they should report if they have any problems that they cannot resolve |
| 4.12 | Describe the sources of technical expertise if they have problems they cannot resolve |
| 4.13 | Describe the organisational procedures for providing information to different people |
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