| 1 | Control the scheduling of resources for engineering activities | 1.1 | Work safely in accordance with the regulations for their work environment |
| 1.2 | Carry out all of the following when producing the engineering schedules: - determine the engineering requirements to be scheduled
- check that all essential information and data needed to produce the schedules is available
- ensure that health and safety regulations, safe working practices and the influence of working conditions are recognised and included in the schedules
- collect relevant information on the engineering requirements, operations, methods and resources
- identify applicable engineering methods, processes and procedures (including specific sequencing requirements)
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| 1.3 | Continued • update existing engineering schedules (where applicable) • determine the availability of required resources • review the schedule and suggest contingency plans to eliminate any difficulties • ensure that the schedule complies with all relevant regulations, standards and guidelines • present the engineering schedules in the appropriate formats |
| 1.4 | Make sure that sufficient resources are available |
| 1.5 | Produce engineering schedules for one of the following: • 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) |
| 1.6 | Continued • plant and equipment (such as site 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 |
| 1.7 | Obtain accurate details of activities and resources from two of the following people or departments: • design office • quality engineering • plant engineering • production engineering • contractor • client/customer • process engineering • planning department • management/directors • sales department • health and safety/environmental engineering • other specific |
| 1.8 | Prepare and review schedules of resources, to include six of the following: • the documentation to be used (such as drawings, specifications, quality assurance, surveys) • people required who have 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) |
| 1.9 | Continued • 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 (such as material treatments, specialist lifting and moving equipment) • utilities/services required (such as electricity, water, gas, compressed air) • timescales in which the activities are to take place • special/specific safety equipment required (such as fume extraction, fire equipment, environmental protection) |
| 1.10 | Take prompt and effective action to deal with actual and predicted changes to the planned use of resources |
| 1.11 | Deal with departures from the schedule arising from three of the following: - actual or predicted departures
- slipping timescales
- increased cost
- variations in quality
- unexpected and unscheduled events
- areas of potential or actual conflict
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| 1.12 | Make sure that those using resources are aware of their responsibilities for the care and use for the resources |
| 1.13 | Identify the consequences of departure from the agreed schedules, to include three of the following: - delay in delivery
- penalties or additional costs
- consequential impact on impinging schedules
- contract variation
- breach of contract
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| 1.14 | Identify any difficulties and produce a contingency plan to limit consequences of departures from the schedule, to include detailing three of the following actions: • tighter monitoring and control of the project • agree revised requirements with management/client • change timescales in agreement with management/clients • reschedule • obtain additional/alternative resources • recommend a change to the process • other specific actions |
| 1.15 | Ensure that the schedule complies with all of the following: - company policy and procedures
- work plans and delivery targets
- customer requirements
- health, safety and environmental requirements
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| 1.16 | Carry out all of the following on completion of the scheduling activities: - validation and evaluation of the scheduling systems and procedures used
- suggested improvements to their process of scheduling the engineering activity
- recommendations for improvements or changes to the scheduling systems and procedures
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| 1.17 | Record and present the schedule to the appropriate people, using the following: - specific company documentation
Plus one more of the following: - verbal report
- written or typed report
- electronic mail
- computer-based presentation
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| 2 | Know how to control the scheduling of resources for engineering activities | 2.1 | Explain how to access information on health and safety regulations and guidelines relating to the engineering activities to be scheduled |
| 2.2 | Describe the implications of not taking account of legislation, regulations, standards and guidelines when producing the engineering schedules |
| 2.3 | Explain how to obtain information on the activity to be scheduled, and the type of information that is available (such as customer order requirements and instructions, quality control requirements, product specification, manufacturing methods) |
| 2.4 | Explain how to access and use the appropriate information and documentation systems |
| 2.5 | Explain how to interpret engineering schedules, and the techniques used for scheduling engineering activities |
| 2.6 | Describe the information that should be included in the engineering schedules (such as timescales, resource requirements, and health and safety issues) |
| 2.7 | Describe the document formats, codes and conventions that are used in preparing the schedules |
| 2.8 | Describe the factors to be taken into account when preparing the schedules, especially those factors relating to working conditions and safety |
| 2.9 | Explain how to assess resource requirements; the main types of resources involved with different types of engineering activity, and the typical timescales for providing them |
| 2.10 | Explain how to schedule resources |
| 2.11 | Describe the obvious (and hidden) costs of resources/activities |
| 2.12 | Describe the normal timescales for carrying out specific engineering activities, and how and why they vary |
| 2.13 | Describe the methods and techniques for capacity planning |
| 2.14 | Describe the products (or assets) involved in the activity being scheduled, and their availability |
| 2.15 | Describe the development of the engineering schedules (to include both master documents and working instructions, along with their purpose, content and status) |
| 2.16 | Explain how to prepare the schedules (to include the structure, style, clarity and compliance with relevant standards) |
| 2.17 | Describe the process used in the organisation to validate the engineering schedules |
| 2.18 | Describe the control procedure for ensuring that the schedules are maintained up to date |
| 2.19 | Explain how to use of the work breakdown structure as a basis for monitoring and control |
| 2.20 | Describe the methods of assessing the progress against the defined schedule |
| 2.21 | Describe the procedures for changing the schedules, and why control procedures are used |
| 2.22 | Describe the importance of maintaining records; what needs to be recorded, and where records are kept |
| 2.23 | Explain why contingency plans need to be drawn up, and how to develop them |
| 2.24 | Describe the methods of evaluating the consequences of schedule changes |
| 2.25 | Describe the methods for recovery of losses arising out of departures from project schedule by contractors |
| 2.26 | Explain whom to inform about the schedules |
| 2.27 | Describe the different ways of presenting information to different people |
| 2.28 | Describe the importance of providing the right information at the right time |
| 2.29 | Describe the roles and responsibilities of key personnel in their organisation |
| 2.30 | Describe the problems that can occur during the implementation of the schedules, and how these problems can be rectified |
| 2.31 | Describe the extent of their authority, and to whom they should report in the event of problems that they cannot resolve |
| 2.32 | Describe the sources of technical expertise if they have problems that they cannot resolve |
| 2.33 | Describe the organisational procedures for providing information to different people |
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