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Engineer surveyor - Mechanical

Engineer surveyor - Mechanical

Engineering and manufacturing

Level 4 - Higher Technical Occupation

Inspecting a wide variety of equipment in workplaces such as football stadiums, the space industry, music events, the film industry, dockyards as well as factories, shops, quarries, hospitals and schools.

Reference: OCC0847B

Status: assignment_turned_inApproved occupation

Average (median) salary: £42,362 per year

SOC 2020 code: 2129 Engineering professionals n.e.c.

SOC 2020 sub unit groups:

  • 2129/99 Engineering professionals n.e.c.
  • 3541/99 Estimators, valuers and assessors n.e.c.
  • 3581/04 Health and safety inspectors
  • 3581/99 Inspectors of standards and regulations n.e.c.

Technical Education Products

ST0847:

Engineer surveyor - Mechanical

(Level 4)

Approved for delivery

Employers involved in creating the standard:

Allianz UK, Bureau Veritas, Zurich, HSB Engineering Insurance Limited, British Engineering Services Ltd, Responsive ltd, Code A Weld Inspection Ltd, Axiom Engineering Associates Ltd, PHS Compliance, SGS

Summary

This occupation is found in every aspect of life, undertaking independent engineering inspections across all industries and premises. Engineer Surveyors are responsible for inspecting a wide variety of equipment in workplaces such as football stadiums, the space industry, music events, the film industry, dockyards as well as factories, shops, quarries, hospitals and schools.
They are responsible for the inspection of millions of items of equipment every year from eyebolts to tower cranes, coffee boilers to steam trains and electrical installations, lifts and escalators and construction equipment. They are usually employed by inspection companies but are not restricted to this type of employer. Engineer Surveyors make up around 3000 of the UK workforce. Most engineering inspectors will already have a background in engineering before they join the profession and will typically have prior experience including a minimum of a level 3 qualification and a minimum of 3 years relevant experience.. The broad purpose of the occupation is to keep people safe, by carrying out engineering inspections to ensure safe continued use of the equipment.

Engineer Surveyor's work is ‘hands-on’. This occupation requires practical experience, technical ability, strong customer communication skills and the confidence to make professional judgements.

The work carried out by Engineer Surveyor's is known as a "thorough examinations" and most of the major employers of Engineer Surveyors across the UK cover thorough examination and Inspection on the following classes of equipment:
•Lift Installations
•Crane Machinery
•Pressure Equipment
•Power Press/Hazardous Machinery
•Electrical Equipment and Installations
•Local Exhaust Ventilation Systems

Most thorough examinations and inspections are undertaken due to a requirement of legislation or code of practice. This includes defect identification, risk analysis and report writing to advise and enable the client to comply with their legal responsibilities, however Engineer Surveyors do not carry out any necessary maintenance work that they identify as needed.

Engineer Surveyors are usually home-based, where they plan their work and compile reports, so they are usually provided with all of the equipment needed to operate effectively, such as a computer, mobile telephone and personal protective equipment. Many employers provide for or supply a company vehicle. Daily duties require Engineer Surveyors to travel to client sites and carry out thorough examinations within an allocated geographical area.

Portable devices are often used at the point of activity to prepare reports and obtain technical guidance/procedures or technical specifications for reference during the inspections.

It can be physically and technically demanding and may require working at height or working in confined spaces, lifting and climbing in both hot and cold environments. It could involve exposure to noise and dust. No two days are the same.

Engineer Surveyors are self-motivated, and able to achieve targets working to tight timeframes.

Engineer Surveyors are allocated a portfolio of work by their employer relating to specific types of equipment that they are authorised to inspect, this is known as their "core range". Where clients request inspection of plant/machinery/equipment not included within their restricted core range, they notify a Technical Specialist responsible for that type of plant/machinery/equipment so it can be inspected by someone with the correct level of competence. It is important that they understand the boundaries of their authority.

An Engineer Surveyor must be able to carry out all of the core duties listed below and also demonstrate the specialist requirements in ONE of the following job specific roles.
Option 1 Engineer Surveyor (Mechanical) – Will specialise in mechanical plant/equipment/machinery which typically may include pressure vessels, power presses and lifting equipment.
Option 2: Engineer Surveyor (Electrical) - Will specialise in electrical plant/equipment/machinery which typically may include electrical fixed wiring, portable devices and electrical inspections in hazardous areas such as petrol stations.. In their daily work, an employee in this occupation interacts with clients at every level within an organisation, from maintenance personnel to operations managers and directors. They typically interact remotely (rather than face-to-face) with colleagues as part of a team, reporting to a regional team leader. They may be required to interact with Government authorities such as the Health and Safety Executive and local authorities. They are usually required to communicate with technical specialists for guidance and support relating to the specific plant or equipment being inspected.. An employee in this occupation will be responsible for - Ensuring legal compliance in accordance with workplace legislation with respect to inspection activities.
- Maintaining technical competence in their field of expertise.
- Keeping themselves safe.
- Keeping others safe.

Therefore this is a very responsible role..

Employers involved in creating the standard:

Allianz UK, Bureau Veritas, Zurich, HSB Engineering Insurance Limited, British Engineering Services Ltd, Responsive ltd, Code A Weld Inspection Ltd, Axiom Engineering Associates Ltd, PHS Compliance, SGS

eco

Mid Green occupation

Typical job titles include:

Competent person
Crane inspector
Electrical inspector
Engineer surveyor
Engineering inspector
LEV inspector
Lift inspector
LOLER inspector
Power press inspector
Statutory inspector

Keywords:

Crane Inspector
Engineer
Engineer Surveyor
Lift Inspector
Surveyor

Knowledge, skills and behaviours (KSBs)

K1: Company inspection procedures and processes
K2: The equipment being inspected and how it is used
K3: Use a range of measurement tools and equipment to carry out inspections such as Vernier Calipers, Pressure Gauges, electrical test equipment, flow meters - where appropriate
K4: Management techniques including customer relationship management, negotiating and influencing techniques, commercial awareness, conflict management and assertiveness techniques
K5: Roles and responsibilities within the organisation, team dynamics and their own boundaries of authority
K6: Report writing tools and note taking techniques and correct use of Systems International (SI) units of abbreviations
K7: Risk assessment methodology and appropriate control measures
K8: How and when to use appropriate IT tools, including spreadsheets and word processing packages
K9: Appropriate legislation and standards including all relevant Health and Safety requirements
K10: Appropriate mathematical problem solving tools including engineering mathematics such as calculus, algebraic transformation techniques ,logarithmic and exponential functions and algebraic methods, trigonometric functions, the radian measure, trigonometric identities and graphs
K11: Engineering science, including the behavioural characteristics of elements of static engineering systems, the behavioural characteristics of elements of dynamic engineering systems
K12: Mechanical Materials science, including the properties, characteristics and selection criteria of materials from tests and data sources including, metallic, ceramic, polymer and composite material
K14: A detailed technical awareness of the equipment being inspected
K15: Safe access and egress
K16: Effective oral and written communication strategies, the terminology used in this occupation and the appropriate format of inspection reports
K17: Installation methods and practices
K19: Principles of materials engineering, including the relationships between manufacturing processes and material behaviour, the impact of heat treatment, liquid processing and mechanical processing methods
K20: The in-service causes of failure of engineering materials, including the most common causes of in-service failure and appropriate remedial action

S1: Carry out inspections of engineering equipment in accordance with company policies, relevant legislation and standards
S2: Identify equipment defects - both common and complex - and take appropriate action to advise a compliant outcome
S3: Use appropriate inspection equipment
S4: Use negotiating and influencing techniques to build and maintain customer relationships
S5: Prepare succinct inspection reports using appropriate IT systems
S6: Use engineering principles to reach an overall conclusion about the condition of the equipment
S7: Prepare Risk Assessments and apply Safe Systems of Work
S8: Identify and manage risks of health, safety and welfare
S9: Communicate professionally, effectively and appropriately - both verbally and in writing - with all stakeholders
S10: Manage own time and tasks
S11: Apply engineering science, to identify the behavioural characteristics of elements of static engineering systems, the behavioural characteristics of elements of dynamic engineering systems and AC and DC theory and use this knowledge to identify equipment defects and suggest solutions
S13: Apply the appropriate mechanical engineering science principles when inspecting a mechanical installation, to reach overall conclusions
S14: Manage and diffuse potential conflicts
S15: Work safely at height
S16: Read and interpret drawings, data and other relevant information
S17: Interpret appropriate engineering mathematical formulae and compare results with actual on-board readings, data/calculations and inspection findings
S18: Work competently and safely in the workplace to meet regulatory and legislative requirements

B1: Strong work ethic: Positive attitude, motivated by engineering, dependable, ethical, responsible and reliable
B2: Logical approach: Able to structure a plan and develop activities following a logical thought process, but also able to quickly "think on feet" when working through them
B3: Problem solving orientation: Identifies issues quickly, enjoys solving complex problems and applies appropriate solutions. Has a strong desire to push to ensure the true root cause of any problem is found and a solution is identifies which prevents recurrence
B4: Quality focus: Follows rules, procedures and principles in ensuring work completed is fit for purpose and pays attention to detail. Checks for errors
B5: Personal responsibility and resilience: Motivated to succeed. Accountable and persistent to complete task
B6: Clear communicator: Uses a variety of communication methods to give and receive information accurately and in a positive manner
B7: Team player: Not only plays own part but able to work and communicate clearly and effectively within a team and interacts with and helps others when required. Does so in a respectful manner
B8: Maintains competence and keeps pace with change: Continuous improvement in driving effectiveness and efficiency and maintenance of regulations and rules
B9: Adaptability: Able to adjust to different conditions, technologies, situations and environments
B10: Self-motivation: A "self-starter" who wants to give their best, sets themselves challenging targets and can make their own decisions
B11: Commitment: Able to commit to beliefs, goals and standards of their own employer and to the wider industry and its professional standards
B12: Independence and impartiality: Maintains independence and impartiality at all times
B13: Health and Safety: Maintains a health and safety focus at all times, challenging unacceptable behaviour

Duties

Duty D1

Liaise and communicate with clients to provide guidance and information about any defects in their equipment

Duty D2

Formulate and produce clearly written, technically accurate inspection reports

Duty D3

Manage inspection activities to ensure they are carried out in the most efficient manner

Duty D4

Identify additional equipment that requires statutory inspection

Duty D5

Act on behalf of the company making full use of technical expertise when required in order to advise clients and stakeholders regarding inspection requirements

Duty D6

Carry out site specific risk assessments and create and apply method statements

Duty D7

Use operational data to manage weekly work schedule in an efficient and cost effective way

Duty D8

Identify mechanical equipment that requires inspection and ensure plant/machinery/equipment not included within the Engineers restricted core range of items authorised to inspect are not inspected but notified to a Technical Specialist responsible for that type of plant/machinery/equipment

Duty D9

Carry out inspections/thorough examinations of a restricted range of mechanical plant/machinery/equipment within the Engineer Surveyors limits of competence and core range in accordance with organisation's written procedure. Inspections carried out in accordance with relevant Regulations to which the Engineer Surveyor is authorised by the employer to undertake. Examples typically include the Lifting Operations and Lifting Equipment Regulations, the Provision and Use of Work Equipment Regulations, the Pressure Systems Safety Regulations and Control of Substances Hazardous to Health Regulations

Duty D10

Identify defects in mechanical equipment and categorise them appropriately

Duty D14

Undertake and record Continuous Professional Development

Duty D15

Carry out pre-use inspections of their core allocation of mechanical plant/machinery/equipment to assess general condition to establish if an inspection can be completed in full

Duty D17

Carry out pre-use inspections of mechanical plant/machinery/equipment within the core range that may be required to carry out the inspections to ensure it is fit for purpose. This includes but not limited to items such as pressure vessels, power presses and lifting equipment

Occupational Progression

This occupational progression map shows technical occupations that have transferable knowledge and skills.

In this map, the focused occupation is highlighted in yellow. The arrows indicate where transferable knowledge and skills exist between two occupations. This map shows some of the strongest progression links between the focused occupation and other occupations.

It is anticipated that individuals would be required to undertake further learning or training to progress to and from occupations. To find out more about an occupation featured in the progression map, including the learning options available, click the occupation.

Progression decisions have been reached by comparing the knowledge and skills statements between occupational standards, combined with individualised learner movement data.

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Engineering and manufacturing