Condition monitoring and diagnostics of machines — Requirements for training and certification of personnel — Part 3: Requirements for training bodies and the training process

ISO 18436-3:2012 defines the requirements for bodies operating training programmes for personnel who perform machinery condition monitoring, identify machine faults, and recommend corrective action. Procedures for training of condition monitoring and diagnostics personnel are specified.

Surveillance et diagnostic d'état des machines — Exigences relatives à la formation et à la certification du personnel — Partie 3: Exigences relatives aux organismes de formation et au processus de formation

L'ISO 18436-3:2012 définit les exigences pour les organismes de formation du personnel chargé de surveiller l'état des machines, d'identifier les défaillances des machines et de recommander des actions correctives. Les procédures de formation du personnel chargé de la surveillance et du diagnostic d'état sont spécifiées.

General Information

Status
Not Published
Current Stage
6000 - International Standard under publication
Due Date
10-Dec-2024
Completion Date
10-Dec-2024
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FINAL DRAFT
International
Standard
ISO/FDIS 18436-3
ISO/TC 108/SC 5
Condition monitoring and
Secretariat: SA
diagnostics of machines —
Voting begins on:
Requirements for training and
2024-10-14
certification of personnel —
Voting terminates on:
2024-12-09
Part 3:
Requirements for training bodies
and the training process
RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT,
WITH THEIR COMMENTS, NOTIFICATION OF ANY
RELEVANT PATENT RIGHTS OF WHICH THEY ARE AWARE
AND TO PROVIDE SUPPOR TING DOCUMENTATION.
IN ADDITION TO THEIR EVALUATION AS
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO-
LOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT
INTERNATIONAL STANDARDS MAY ON OCCASION HAVE
TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL
TO BECOME STAN DARDS TO WHICH REFERENCE MAY BE
MADE IN NATIONAL REGULATIONS.
Reference number
ISO/FDIS 18436-3:2024(en) © ISO 2024

FINAL DRAFT
ISO/FDIS 18436-3:2024(en)
International
Standard
ISO/FDIS 18436-3
ISO/TC 108/SC 5
Condition monitoring and
Secretariat: SA
diagnostics of machines —
Voting begins on:
Requirements for training and
certification of personnel —
Voting terminates on:
Part 3:
Requirements for training bodies
and the training process
RECIPIENTS OF THIS DRAFT ARE INVITED TO SUBMIT,
WITH THEIR COMMENTS, NOTIFICATION OF ANY
RELEVANT PATENT RIGHTS OF WHICH THEY ARE AWARE
AND TO PROVIDE SUPPOR TING DOCUMENTATION.
© ISO 2024
IN ADDITION TO THEIR EVALUATION AS
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
BEING ACCEPTABLE FOR INDUSTRIAL, TECHNO-
LOGICAL, COMMERCIAL AND USER PURPOSES, DRAFT
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on
INTERNATIONAL STANDARDS MAY ON OCCASION HAVE
the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below
TO BE CONSIDERED IN THE LIGHT OF THEIR POTENTIAL
or ISO’s member body in the country of the requester.
TO BECOME STAN DARDS TO WHICH REFERENCE MAY BE
MADE IN NATIONAL REGULATIONS.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland Reference number
ISO/FDIS 18436-3:2024(en) © ISO 2024

ii
ISO/FDIS 18436-3:2024(en)
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Training body . 2
4.1 Purpose .2
4.2 Requirements .2
4.3 Responsibilities .2
4.4 Training body organizational structure .3
4.4.1 General .3
4.4.2 Responsibilities .3
4.5 Training body management .3
4.6 Training centres .4
4.6.1 General .4
4.6.2 Requirements .4
4.6.3 Responsibilities .4
4.7 Technical training committees .4
4.7.1 General .4
4.7.2 Requirements .4
4.7.3 Responsibilities .4
4.8 Records .5
4.9 Confidentiality .5
5 Requirements for training body personnel . 5
5.1 General provisions .5
5.2 Additional criteria for trainers .6
5.3 Certification of trainers .6
6 Training procedures . 6
7 Eligibility for training . 6
7.1 General .6
7.2 Education .6
7.3 Training .6
7.4 Experience .7
8 Training examinations . 7
8.1 Examination type and content .7
8.2 Conduct of training examinations .7
8.3 Grading .7
9 Recognition of training . 7
9.1 Administration .7
9.2 Certificates of completion . . .8
10 Files . 8
Annex A (normative) Qualification of trainers. 9
Annex B (normative) Code of ethics . 10
Bibliography .11

iii
ISO/FDIS 18436-3:2024(en)
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out through
ISO technical committees. Each member body interested in a subject for which a technical committee
has been established has the right to be represented on that committee. International organizations,
governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely
with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are described
in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the different types
of ISO document should be noted. This document was drafted in accordance with the editorial rules of the
ISO/IEC Directives, Part 2 (see www.iso.org/directives).
ISO draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent
rights in respect thereof. As of the date of publication of this document, ISO had not received notice of (a)
patent(s) which may be required to implement this document. However, implementers are cautioned that
this may not represent the latest information, which may be obtained from the patent database available at
www.iso.org/patents. ISO shall not be held responsible for identifying any or all such patent rights.
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and expressions
related to conformity assessment, as well as information about ISO's adherence to the World Trade
Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 108, Mechanical vibration, shock and condition
monitoring, Subcommittee SC 5, Condition monitoring and diagnostics of machines.
This third edition cancels and replaces the second edition (ISO 18436-3:2012), of which it constitutes a
minor revision.
The main changes are as follows:
— changes to update terminology to harmonize with current industry practice (such as, removing the use
of term ‘qualification’ and ‘assessment’ where practicable) were done;
— the part title was aligned with the other parts of the ISO 18436 series.
Any feedback or questions on this document should be directed to the user’s national standar
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Condition monitoring and diagnostics of machines —
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St l D fi iti
Copyright notice
This ISO document is a Draft International Standard and is copyright-
protected by ISO. Except as permitted under the applicable laws of
Part 3:
Requirements for training bodies and the training process
FDIS stage
ISO FDIS 18436-3:2024(E)ISO/FDIS 18436-3:2024(en) Formatted: Font: Bold
Formatted: HeaderCentered
All rights reserved. Unless otherwise specified, or required in the user's country, neither context of its implementation,
no part of this ISO draft nor any extract from itpublication may be reproduced, stored in a retrieval system or
transmitted or utilized otherwise in any form or by any means, electronic, or mechanical, including photocopying,
recording or otherwiseor posting on the internet or an intranet, without prior written permission being secured.
Requests for permission to reproduce should be addressed to . Permission can be requested from either ISO at the
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pt, Line spacing: single, Adjust space between Latin and
address below or ISO'sISO’s member body in the country of the requester.
Asian text, Adjust space between Asian text and numbers
ISO copyright office
Case postale 56 • CP 401 • Ch. de Blandonnet 8
CH-12111214 Vernier, Geneva 20
Formatted: zzCopyright address, Indent: Left: 0 cm, First
line: 0 cm, Right: 0 cm, Line spacing: single, Adjust space
Tel.Phone: + 41 22 749 01 11
between Latin and Asian text, Adjust space between Asian
text and numbers
Fax + 41 22 749 09 47 Formatted: French (France)
E-mail: copyright@iso.org
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Web www.iso.org
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Reproduction may be subject to royalty payments or a licensing agreement.
text and numbers
Violators may be prosecuted.
Website: www.iso.org
Published in Switzerland
Formatted: FooterPageRomanNumber
ii © ISO 2012 – All rights reserved
ii
ISO/FDIS 18436-3:2024(en) Formatted: Font: 11 pt
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spacing: single, Tab stops: Not at 0.71 cm
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Contents Page
spacing: single, Adjust space between Latin and Asian text,
Adjust space between Asian text and numbers, Tab stops: Not
at 9.92 cm + 17.2 cm
Foreword . v
Introduction . vii
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Training body . 2
4.1 Purpose . 2
4.2 Requirements . 2
4.3 Responsibilities . 3
4.4 Training body organizational structure . 4
4.5 Training body management . 4
4.6 Training centres . 4
4.7 Technical training committees . 5
4.8 Records . 5
4.9 Confidentiality . 6
5 Requirements for training body personnel . 6
5.1 General provisions . 6
5.2 Additional criteria for trainers . 6
5.3 Certification of trainers . 7
6 Training procedures . 7
7 Eligibility for training . 7
7.1 General. 7
7.2 Education . 7
7.3 Training . 7
7.4 Experience . 8
8 Training examinations . 8
8.1 Examination type and content . 8
8.2 Conduct of training examinations . 8
8.3 Grading . 8
9 Recognition of training . 8
9.1 Administration . 8
9.2 Certificates of completion . 9
10 Files . 9
Annex A (normative) Qualification of trainers . 10
Annex B (normative) Code of ethics . 11
Bibliography . 12

1 Scope . 1
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2 Normative references . 1
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3 Terms and definitions . 1
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4 Training body . 2
pt, Tab stops: Not at 17.2 cm
iii
ISO FDIS 18436-3:2024(E)ISO/FDIS 18436-3:2024(en) Formatted: Font: Bold
Formatted: HeaderCentered
4.1 Purpose . 2
4.2 Requirements . 2
4.3 Responsibilities . 2
4.4 Training body organizational structure . 3
4.4.1 General. 3
4.4.2 Responsibilities . 3
4.5 Training body management . 4
4.6 Training centres . 4
4.6.1 General. 4
4.6.2 Requirements . 4
4.6.3 Responsibilities . 4
4.7 Technical training committees . 4
4.7.1 General. 4
4.7.2 Requirements . 5
4.7.3 Responsibilities . 5
4.8 Records . 5
4.9 Confidentiality . 5
5 Requirements for training body personnel . 5
5.1 General provisions . 5
5.2 Additional criteria for trainers . 6
5.3 Certification of trainers .
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