| 1 | 1a. Obtain and control materials for engineering activities | 1.1 | Work safely at all times, complying with health and safety legislation, regulations and other relevant guidelines |
| 1.2 | Carry out all of the following during the material handling and controlling activities: • adhere to procedures or systems in place for risk assessment, COSHH, personal protective equipment and other relevant safety regulations • exercise care and control over the documentation used at all times • collect relevant information on the stock requirement, delivery method and storage facilities • seek out additional information, where there are gaps or deficiencies in the information obtained • ensure that all lifting and handling equipment and accessories are safe to use, and are within their current certification dates • ensure that all materials are stored safely and correctly, as appropriate to their type and, where appropriate, to recommended or health and safety requirements • return all documentation and equipment to the correct location on completion of the activities |
| 1.3 | Ensure that they have all the necessary information to determine the material requirements, and that the information is up to date |
| 1.4 | Use relevant information, during the material stock control activities, from two of the following sources: • specifications • works orders • purchase orders • planning documentation • contracts • memos • material requisitions • stores stock level documentation • standard operating procedures • manufacturing department |
| 1.5 | Correctly extract all necessary data in order to carry out the required tasks |
| 1.6 | Use the information collected to determine the suppliers and their methods of supply |
| 1.7 | Control the delivery and receiving of the engineering materials |
| 1.8 | Control three of the following types of materials: • raw materials (such as sheet, bars, castings) • bought-in components (such as bearings, electrical or electronic components) • consumable materials (such as oil, packaging) • general stock items (such as mechanical fasteners) • safety items (such as gloves, goggles, barrier creams, clothing) |
| 1.9 | Control materials for one of the following engineering activities: • 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 preparation, plant layout, equipment changeover, equipment replacement) • equipment capability studies/performance measurement • maintenance activities (such as ... |
| 1.10 | ... replacement of components, repair activities, general servicing) • research and development (including testing and trialling) • safety and environmental engineering • quality control/quality assurance • commissioning/decommissioning |
| 2 | 1b. Obtain and control materials for engineering activities (continued) | 2.1 | Initiate the purchase of materials using two of the following organisational procedures: • ordering procedures • authorisation procedures • planning department control procedure • finance control procedure • company procurement procedure |
| 2.2 | Distribute materials, taking into account all of the following: • information on material requisition/route cards • type and specification of material • timing of the delivery • location of delivery • how the materials are to be presented (such as cut to size, weighed in batches, counted out) • quantity of material required (such as total quantities, quantity per delivery, quantity per container) • type of container to be used • handling requirements |
| 2.3 | Make plans to ensure that materials are checked on arrival |
| 2.4 | Use suitable procedures to ensure that they maintain adequate stock levels |
| 2.5 | Maintain the material and stock control system, using one of the following: • just-in-time • customer request • date order replenish • electronic ordering • stock level replacement • monitored response • contact order system |
| 2.6 | Arrange for material to be stored in an appropriate location and environment |
| 2.7 | Receive materials into stock, to include carrying out four of the following: • carrying out quality checks • carrying out quantity checks • creating suitable storage space • arranging material handling (such as lifting, transportation, use of automated storage system) • completing all relevant documentation and material stock control records (such as manually or electronically) |
| 2.8 | Identify and deal with any problems which may influence the control/availability of the materials |
| 2.9 | Carry out all of the following on completion of the material stores control activities: • validation and evaluation of the material stores control systems and procedures used • suggested improvements to the process for storing materials • recommendations for improvements or changes to the stores control systems and procedures in place |
| 3 | 2a. Know how to obtain and control materials 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 the materials required |
| 3.2 | Describe the implications of not taking account of legislation, regulations, standards and guidelines when determining material requirements |
| 3.3 | Explain how to obtain information on the engineering activities, the materials and stock requirements, and the type of information that is available (such as customer requirements and instructions, quality control requirements, product specification, material specifications) |
| 3.4 | Describe the types of material used in the engineering activities (such as raw materials, consumable materials, bought-in specific components and general engineering stock items) |
| 3.5 | Explain how to obtain stock control information, delivery and storage requirements |
| 3.6 | Explain how to check the validity of documentation used in the material control planning activities |
| 3.7 | Describe the organisational procedures that should be used when obtaining materials |
| 3.8 | Describe the organisational requirements for selecting suppliers |
| 3.9 | Describe the organisational requirement for storing and moving materials |
| 3.10 | Explain how to access and use the appropriate information and documentation systems |
| 3.11 | Describe the company procedures for access to purchase orders and other relevant technical documentation |
| 3.12 | Describe the methods used to determine how material will be delivered (such as quantity, container, frequency) |
| 3.13 | Describe the methods for determining stock replenishing, and how to maintain this level |
| 3.14 | Describe the factors to be taken into account when determining the storage of materials, especially those factors relating to working conditions and safety |
| 4 | 2b. Know how to obtain and control materials for engineering activities (continued) | 4.1 | Describe the methods used to determine quantities, and the appropriate container(s) required to transport materials |
| 4.2 | Describe the issues that could occur when obtaining and moving materials, and how to resolve them |
| 4.3 | Describe the obvious (and hidden) costs of obtaining materials and maintaining stock, especially those that have to be contracted out |
| 4.4 | Describe the development of the material control documentation (to include both master documents and supplier instructions, along with their purpose) |
| 4.5 | Describe the process used in the organisation to validate the control procedures produced |
| 4.6 | Describe the procedures for changing suppliers, material requirements, and why control procedures are used |
| 4.7 | Describe the importance of maintaining records on material control; what needs to be recorded and where records are kept |
| 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 | Problems that can occur when obtaining materials or maintaining stock, 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 that they cannot resolve |
| 4.13 | Describe the organisational procedures for providing information to different people |
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