| 1 | 1a. Provide technical sales and marketing support for engineering activities | 1.1 | Produce technical details that contain all the relevant and necessary data for the engineering activity to be carried out |
| 1.2 | Carry out all of the following when developing and disseminating technical sales and marketing information: • use the correct issue of company information • check that all essential information and data needed to devise the technical sales and marketing material is available and up to date • produce sales and marketing material which is in keeping with company/organisational policy • ensure that health and safety regulations and safe working practices are taken into account • present the technical and marketing materials in the appropriate formats • contact potential and existing customers • resolve any problems as they occur, within their level of responsibility • identify improvements in content and methods of dissemination of information |
| 1.3 | Produce technical sales and marketing material for one of the following engineering activities: • drawing/design activities (such as mechanical, electrical/electronic, motor vehicle, aerospace, marine) • manufacturing activities (such as conventional machining, CNC machining, detail fitting, pressing) • fabrication activities (such as sheet metal, pipe and tube, structural steel, welding, riveting, adhering) • 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 ... |
| 1.4 | ... 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 preventative maintenance, condition monitoring) • movement of materials, components, finished goods or waste • commissioning and decommissioning • testing and trialling • research and development services • modification and repair activities • engineering safety audits or risk assessments • quality control/quality assurance • business improvement activities • engineering support services • service/component supply |
| 2 | 1b. Provide technical sales and marketing support for engineering activities (continued) | 2.1 | Present the technical details in the appropriate formats |
| 2.2 | Produce or contribute to the production of technical sales and marketing material, in three of the following forms: • technical bulletins • technical manuals • sales flyer/leaflets • specification sheets • audio visual presentation • media advertisement • website • billboard presentation |
| 2.3 | Make sure that codes and other references used in the technical details follow agreed conventions |
| 2.4 | Ensure that the technical sales and marketing materials comply with all of the following, as appropriate: • organisational guidelines and codes of practice • equipment manufacturer’s operation specification/range • recognised compliance agency/body’s requirements • BS and/or ISO standards • advertising media’s codes of practice • health, safety and environmental requirements |
| 2.5 | Pass on the technical details to the appropriate people within agreed timescales |
| 2.6 | Record technical details and store them securely in accordance with organisational requirements |
| 2.7 | Carry out all of the following on completion of the technical support activities: • validation and evaluation of the technical support systems and procedures used • suggested improvements to the method used to provide the technical sales and marketing support • recommendations for improvements or changes to the technical support systems and procedures that are in place |
| 2.8 | Undertake changes to technical details within agreed control procedures |
| 3 | 2a. Know how to provide technical sales and marketing support for engineering activities | 3.1 | Explain how to access information on health and safety regulations and guidelines relating to the technical material being produced |
| 3.2 | Describe the implications of not taking account of legislation, regulations, standards and guidelines when specifying the technical details |
| 3.3 | Explain how to obtain information on the engineering activity or service (such as product specification, service information, availability) |
| 3.4 | Explain how to obtain information from drawings, documents and related specifications (to include symbols and conventions to appropriate BS or ISO standards and, where appropriate, BS 7671/IEE wiring regulations) in relation to work being undertaken |
| 3.5 | Describe the media, formats, codes and conventions that are used in preparing the technical sales and marketing materials |
| 3.6 | Describe the types of information that should be included in the material they are producing |
| 3.7 | Describe the factors to be taken into account when determining the content of technical sales and marketing materials |
| 3.8 | Describe the advantages and disadvantages of different methods of presenting sales and marketing materials |
| 3.9 | Explain how to prepare the technical sales and marketing material (to include the structure, style, clarity and compliance with relevant standards) |
| 3.10 | Describe the control procedure for ensuring that the published information is maintained up to date |
| 3.11 | Describe their organisation’s procedures and practices for communicating with customers |
| 4 | 2b. Know how to provide technical sales and marketing support for engineering activities (continued) | 4.1 | Describe the methods and techniques used for effective communication and presentations |
| 4.2 | Explain how to review and adjust approaches to customers, in the light of experiences gained |
| 4.3 | Explain how to use a variety of presentation methods, in appropriate combination (such as verbal, verbal/written/visual/ audio combinations) |
| 4.4 | Describe the importance of obtaining feedback; the importance of recording this information, and where records are kept |
| 4.5 | Describe the different ways of presenting information to different people |
| 4.6 | Describe the importance of providing the right information at the right time |
| 4.7 | Describe the problems that can occur with providing technical sales and marketing materials, and how they can be minimised |
| 4.8 | Describe the extent of their own responsibility and to whom they should report if they have any problems that they cannot resolve |
| 4.9 | Describe the sources of technical expertise if they have problems that they cannot resolve |
| 4.10 | Describe the organisational procedures for providing information to different people |
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