SIST-TP CEN/TR 15628:2007
(Main)Maintenance - Qualification of maintenance personnel
Maintenance - Qualification of maintenance personnel
The scope of this document is to report about the current situation for defining the competence levels for personnel operating in maintenance and the knowledge levels required to be addressed to carry out those competencies.
Instandhaltung - Qualifizierung von Instandhaltungspersonal
Maintenance - Qualification du personnel de la maintenance
Vzdrževanje - Kvalificiranje vzdrževalcev
General Information
Relations
Standards Content (Sample)
SLOVENSKI STANDARD
SIST-TP CEN/TR 15628:2007
01-oktober-2007
Vzdrževanje - Kvalificiranje vzdrževalcev
Maintenance - Qualification of Maintenance personnel
Instandhaltung - Qualifizierung von Instandhaltungspersonal
Maintenance - Qualification du personnel de la maintenance
Ta slovenski standard je istoveten z: CEN/TR 15628:2007
ICS:
03.100.30 Vodenje ljudi Management of human
resources
SIST-TP CEN/TR 15628:2007 en
2003-01.Slovenski inštitut za standardizacijo. Razmnoževanje celote ali delov tega standarda ni dovoljeno.
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TECHNICAL REPORT
CEN/TR 15628
RAPPORT TECHNIQUE
TECHNISCHER BERICHT
July 2007
ICS 03.100.30
English Version
Maintenance - Qualification of Maintenance personnel
Maintenance - Qualification du personnel de la Instandhaltung - Qualifizierung von
maintenance Instandhaltungspersonal
This Technical Report was approved by CEN on 23 May 2007. It has been drawn up by the Technical Committee CEN/TC 319.
CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland,
France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,
Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom.
EUROPEAN COMMITTEE FOR STANDARDIZATION
COMITÉ EUROPÉEN DE NORMALISATION
EUROPÄISCHES KOMITEE FÜR NORMUNG
Management Centre: rue de Stassart, 36 B-1050 Brussels
© 2007 CEN All rights of exploitation in any form and by any means reserved Ref. No. CEN/TR 15628:2007: E
worldwide for CEN national Members.
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CEN/TR 15628:2007 (E)
Contents Page
Foreword.3
Introduction .4
1 Scope.5
2 Normative references.5
3 Terms and definitions .5
4 Three competence levels for qualification of Maintenance personnel .5
5 The three levels of required knowledge .6
5.1 General.6
5.2 General Competences for the three levels.7
5.3 Responsibilities and Competences for the three levels.10
6 Achievements of a structured qualification program .13
Annex A (informative) The requirements of Competencies and Responsibilities for a European
Expert in Maintenance Management (as developed by EFNMS) .14
A.1 Background.14
A.2 Minimum requirements of knowledge .14
A.2.1 General approach.14
A.2.2 Three levels of knowledge .15
A.2.3 Detailed specification.16
Annex B (informative) The Requirements of Competencies and Responsibilities for a European
Specialist in Maintenance Supervision (as developed by EFNMS).26
B.1 Background.26
B.2 Requirements of competencies and responsibilities .26
B.2.1 General approach.26
B.2.2 Indication of the levels of competencies and responsibilities .27
B.2.3 The assignments of a specialist in maintenance supervision.28
Annex C (informative) The Specification for Requirements of a European Maintenance
Technician Specialist (as developed by EFNMS).31
C.1 Introduction.31
C.2 Requirements.32
C.2.1 General Competencies and Responsibilities.32
C.2.2 Task Related Competencies .35
Bibliography .40
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CEN/TR 15628:2007 (E)
Foreword
This document (CEN/TR 15628:2007) has been prepared by Technical Committee CEN/TC 319
“Maintenance”, the secretariat of which is held by UNI.
Attention is drawn to the possibility that some of the elements of this document may be the subject of patent
rights. CEN [and/or CENELEC] shall not be held responsible for identifying any or all such patent rights.
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CEN/TR 15628:2007 (E)
Introduction
At the time of the publication of this report, there are more than twenty Maintenance Societies in Europe, and
each of them is active in education and training on a national level. In view of the ongoing developments in
European integration, training and qualification of maintenance personnel should be carried out within a more
structured framework of mutually accepted European guidelines.
In the last years of the 20th century an initiative was taken to develop European guidelines for qualifying
maintenance personnel at a management level. This project is still progressing with great success. One of the
reasons for this success is that the qualification procedure has no link with any national school system
hindering the initiative. In fact all individuals have a right to make an application to enter the examinations
arranged by the National Member Societies.
At the beginning of the 1990s, the Societies decided uniformly, to categorize the European maintenance
personnel into three levels and to link these levels to national school systems.
The following three levels were described:
The European Maintenance Technician.
The European Maintenance Supervisor.
The European Maintenance Manager.
The European Maintenance Technician is a craft person with at least two years of practical experience in
maintenance and sufficient theoretical knowledge to independently perform and coordinate maintenance
activities (responsible for short term decisions and communication).
The European Maintenance Supervisor is a person with at least two years of practical experience in
maintenance and possesses sufficient theoretical knowledge to independently perform and coordinate
maintenance projects (responsible for medium term decisions).
The European Maintenance Manager is a person with an approved engineering background and sufficient
theoretical knowledge to perform and co-ordinate maintenance.
Each country has to apply its National regulations.
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CEN/TR 15628:2007 (E)
1 Scope
The scope of this document is to report about the current situation for defining the competence levels for
personnel operating in maintenance and the knowledge levels required to be addressed to carry out those
competencies.
2 Normative references
The following referenced documents are indispensable for the application of this document. For dated
references, only the edition cited applies. For undated references, the latest edition of the referenced
document (including any amendments) applies.
EN 13269, Maintenance - Guideline on preparation of maintenance contracts
EN 13306:2001, Maintenance terminology
EN 13460, Maintenance – Documents for maintenance
EN 15341, Maintenance – Maintenance Key Performance Indicators
EN ISO 9000:2005, Quality management systems - Fundamentals and vocabulary (ISO 9000:2005)
EN ISO 9001, Quality management systems – Requirements (ISO 9001:2000)
EN ISO 14001, Environmental management systems - Requirements with guidance for use (ISO 14001:2004)
IEC 60050-191:1990, International electrotechnical vocabulary; chapter 191: dependability and quality of
service
3 Terms and definitions
For the purposes of this document, the terms and definitions given in EN 13306:2001, IEC 60050-191:1990
and EN ISO 9000:2005 apply.
4 Three competence levels for qualification of Maintenance personnel
This document lists the knowledge requirements proposed to be incorporated within maintenance training.
There are three proposed levels of competence. The knowledge requirements are typically covered within the
following education systems, see Table 1:
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CEN/TR 15628:2007 (E)
Table 1- Example of the three levels for qualification of maintenance personnel
Title European Maintenance European Maintenance European Maintenance
Manager Supervisor Technician
Qualification document Bachelor degree or
Postgraduate diploma / e. g. National diploma e. g. National diploma
Master degree
Education system / Technical university National school for National school for
school Private schools or improving theoretical improving theoretical
courses knowledge knowledge
Craft person with at least
Starting conditions Baccalaureate or Person with at least two
two years of practical
Bachelor or perhaps years of practical
experience in
European Maintenance experience in
maintenance
Supervisor maintenance or
European Maintenance
Technician
Requirements See Annex A See Annex B See Annex C
(informative) (informative) (informative)
NOTE 1 The three competence levels described should be integrated in the lifelong learning programs of the EU in accordance with
the Bologna and Copenhagen declarations.
NOTE 2 At the Maintenance Manager level, the education should be integrated into Bachelor or Master education syllabuses.
5 The three levels of required knowledge
5.1 General
Requirements have been set out under 5.2 and 5.3. These sub-clauses have sub-readings in each syllabus
area with the level of required knowledge specified.
The three levels of required knowledge are:
Level 1: Very good knowledge, ability to lead change and handle special tasks;
Level 2: Good knowledge, ability to understand the implications of change and making the correct
decisions;
Level 3: Understanding, ability to participate in decision making within the team and carry out the tasks.
In each syllabus the overall approach is to ensure that maintenance tasks are:
a) carried out in a safe manner;
b) carried out in a correct manner first time: and
c) carried out on time and cost effectively.
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CEN/TR 15628:2007 (E)
5.2 General Competences for the three levels
LEVEL OF REQUIRED KNOWLEDGE
Maintenance Maintenance Maintenance
Manager Supervisor Technician
5.2.0 Corporate/Company Environment 1 2
Has knowledge to Has good knowledge
5.2.0.1 Corporate/company situation
impact on of social/economic
5.2.0.2
Corporate/company organization
social/economic impact of own
impact of own organization/
5.2.0.3
Departmental organization
organization/ enterprise.
5.2.0.4
Costs
enterprise.
5.2.1 Work Planning 1 1 1
5.2.1.1 Planning
Has very good Does preparation and Does preparation
Maintenance request/Process
knowledge for reporting on team and reporting on
sheet/ Job ticket
organizing all maintenance tasks own maintenance
maintenance and is supervising tasks and on some
Personnel planning
team jobs. Plans
activities, how to some team jobs.
Equipment planning
choose a suitable Carries out planning own work and
Time sheet
organization and of shutdowns, and suppliers'/
assure the right group planning contractors' work.
Control and reporting
5.2.1.2
competence within coordination.
the organization.
5.2.2 Team Working and Communication 1 1 1
Has very good Has ability to create Reports orally and
knowledge in project and communicate in writing within a
5.2.2.1 Authority and Responsibility
team. Has social
management. Has procedures and
social capability to systems. Reports capability to
5.2.2.2 Basic Management Techniques
lead and orally and in writing communicate with
Personnel Management
communicate with within a team and to people in and
Reporting Techniques
people in and outside the management. outside the team,
Team organization techniques
the team, such as in Has social capability such as in the
the production, with to communicate with production, with
contractors, suppliers, people in and outside contractors,
etc. Has good
the team, such as in suppliers, etc.
knowledge about the production, with
human reliability. contractors, suppliers,
etc.
5.2.3 English Language 1 2 3
Has good knowledge Is able to understand Is able to
Technical English
about the instructions in understand
maintenance terms in technical English and instructions in
the English language, to make a summary technical English.
in order to be able to
in the national
handle international language. Is able to
maintenance conduct a
management matters conversation in
English. Is able to
within Europe.
write a case-study
report in English.
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CEN/TR 15628:2007 (E)
5.2.4 Information Technology 1 2 2
5.2.4.1 Basics of Electronic Data Processing (EDP)
Knows how to Uses the information Uses the
related to maintenance management
specify the system for entering information system
5.2.4.2
Processing/calculation techniques
requirements for an and collecting data. for entering and
Data base handling information system. Has good knowledge collecting data.
Has good knowledge Has the basic
to use the system
Computation of tables
5.2.4.3
about the use of an interactively for knowledge to use
The PC-Work station
information system. tactical purposes. the system
Organization of the PC-Work
interactively.
station
Use of networks
1 1 2
5.2.5 Training and Instructions
5.2.5.1 Basics of the Learning Process
Has very good Has very good Has the basic
5.2.5.2 Basics of Training Strategies
knowledge for knowledge needed knowledge needed
5.2.5.3 Basics of Planning a Lecture
defining and for training and for training and
5.2.5.4 Training facilities
implementing human instructing team instructing team
resources members. Is familiar members. Is
development policy. with training facilities familiar with
Has very good in and outside the training facilities in
knowledge needed organization. and outside the
for training and organization.
instructing. Is familiar
with training facilities
in and outside the
organization.
5.2.6 Quality Assurance (Systems) 1 1 2
5.2.6.1 Scope and objectives of Quality Assurance Has very good Has very good Has basic
(QA) knowledge about the knowledge of the knowledge of the
relationship between impact of impact of
QA Standards (see EN ISO 9000 maintenance and maintenance on maintenance on
quality assurance. product quality. Is product quality. Is
series), Terminology
5.2.6.2 able to act as an able to act as an
Elements of QA systems (see EN
5.2.6.3
ISO 9001) active member of a active member of a
quality team. quality team.
Basics of Quality Assurance
QA techniques and procedures
Concepts
Definitions
QA techniques and
procedures
5.2.7 Environment 1 1 1
5.2.7.1
Scope and objectives of Environmental Has very good Has very good Has basic
Management (see EN ISO 14001) knowledge and knowledge of the knowledge of the
impacts on impact of impact of
5.2.7.2 Influence on the environment environmental issues. maintenance on maintenance on
Has very good environmental issues. environmental
knowledge of the Is able to act as an issues. Is able to
environmental active member of an act as an active
consequences of environmental team. member of an
carrying out and not environmental
carrying out team.
maintenance.
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CEN/TR 15628:2007 (E)
5.2.8 Automation 1 1 2
5.2.8.1 Basics of Process Control
Has very good Has very good Has general
5.2.8.2 Basics of machine automation
knowledge of knowledge of knowledge of
5.2.8.3 Common system design
systems at present. systems at present. systems.
Understands the
principles of design of
modern automation
systems.
5.2.9 Occupational Health and Safety 1 1 1
5.2.9.1 Scope and objectives of Health and Safety Has very good Has very good Has knowledge of
Management knowledge and knowledge of the the consequences
5.2.9.2 Influence on health and safety. impacts on health and impact of of maintenance on
safety issues. Has
maintenance on health and safety
very good knowledge health and safety issues, and of
issues. Is able to act
of the health and protection devices
safety consequences as an active member and their use. Has
of carrying out of a health and safety good knowledge
maintenance. Has team. of procedures and
knowledge of working
hazards, and instructions, the
protection and requirements and
prevention the purpose. Has
techniques. good knowledge
of handling
potentially
hazardous
materials. Is able
to act as an active
member of a
health and safety
team.
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CEN/TR 15628:2007 (E)
5.3 Responsibilities and Competences for the three levels
LEVEL OF REQUIRED KNOWLEDGE
Maintenance Maintenance Maintenance
Manager Supervisor Technician
5.3.1 Maintenance Objectives, Policies and 3
1 2
Strategies Understands the
Knows well the Knows the
importance of
importance and importance of
Corporate Maintenance Engineering maintenance
consequences of maintenance
Objectives, Tasks, Significance objectives and
maintenance objectives and
Policies on maintenance policies.
policies. Knows the
objectives, policies
Investment considerations, Life Cycle Understands the
and strategies. consequential impact
Cost (LCC) consequential impact
Knows the economic
of maintenance and
of maintenance and
Key Performance Indicators (KPIs)
impact of the importance of
and key targets (see EN 15341) the importance of
maintenance and the operation and capital
operation and capital
importance of costs within the
costs within the
operation and capital framework of asset
framework of asset
costs within the asset management.
management.
management
framework. Has an
impact on design
aspects from a
maintenance point of
view. Knows
different methods of
life extensions.
Knows how to
formulate the
maintenance needs
and goals. Knows
key-figures for
maintenance control.
5.3.2
Maintenance Concepts and
1 1 1
Methodologies
Applies the concepts Knows and Carries out the
5.3.2.1
All maintenance procedures and systems
and methods related recommends the collection and
5.3.2.2
Reliability and Maintainability principles
to the collection and principles of the assessment of data
5.3.2.3
Maintenance Asset Strategies (e.g.
evaluation of preventive, corrective and information, and
preventive, corrective)
information, the and opportunity practices the
5.3.2.4
Condition Based Maintenance (see 5.3.7)
principles of based maintenance, concepts and
maintenance asset including condition methodologies
strategy monitoring. developed.
development, and its
implementation and
impact.
5.3.3 Restoration Techniques 1 1 1
5.3.3.1 Basis of Technology Knows the different Knows general Knows specific
Mechanical Technology/ restoration restoration principles restoration principles
mechanical equipment techniques. Knows and is able to apply and is able to apply
Electrical Technology/ electrical how to implement them in practice. them in practice.
them.
equipment
PLC's (Programmable Logic
Controllers) and PC's
applications
Hydraulics and Pneumatics
Building
5.3.3.2
Repair techniques
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CEN/TR 15628:2007 (E)
5.3.4 Maintenance Terminology 1 1 1
Terminology (See EN 13306 and IEC Knows and Knows and Knows and
60050-191) manages the understands understands
implementation of the maintenance maintenance
correct general and terminologies, terminologies,
specific maintenance understands them understands them
and is able to use and is able to use
terminologies,
understands them them actively. them actively.
and is able to use
them effectively.
5.3.5 Partnering and Contracting
1 1 1
5.3.5.1 Basics of Contractual Law
Knows the principles Knows the Knows the
5.3.5.2 The CEN Maintenance Contract (See EN
of partnering and requirements and requirements and
13269)
contracting. Knows
scope to which a scope to which a
5.3.5.3 Guidelines
well the laws, contractor should contractor should
Practical applications comply. Is able to comply. Is able to
regulations, and
procedures regarding instruct and instruct and
human resources, supervise contractors supervise contractors
liability, guarantee, on maintenance jobs. on maintenance jobs.
environment, and
energy, etc.
5.3.6 Laws and Regulations
1 2 2
5.3.6.1 Basics of Human Resources
Knows and can Knows all relevant Knows all relevant
5.3.6.2 Law and regulations on Health Care &
ensure laws, regulations, and laws and regulations
Safety
implementation of all training procedures concerning job
5.3.6.3 Laws and regulations on environmental
functions, laws and concerning job safety, fire protection
protection
regulations related to safety, fire protection and environment.
5.3.6.4 Safety practice
maintenance and environment.
First aid training
management.
Preventive health protection and
safety measures
Equipment Safety Systems
5.3.6.5
All Laws and Regulations concerning the
5.3.6.6
maintenance function
5.3.7 Condition Based Maintenance (CBM) 1 1 2
5.3.7.1 Significance of CBM in maintenance Knows, and can Knows the most Knows the most
5.3.7.2 CBM procedures and techniques apply economically,
common condition common condition
5.3.7.3 Measuring Techniques different types of monitoring methods monitoring methods
Calibration of measuring tools and
condition monitoring and devices and is and devices and is
instruments systems, familiar with their use familiar with their use
in practice. Can
Disturbance, interference and noise measurement in practice.
techniques and other project manage and
suitable inspection assure the correct.
systems. Knows how
to implement them.
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CEN/TR 15628:2007 (E)
5.3.8 Fault Finding Techniques 1 1 1
5.3.8.1 Root Cause Analysis
Knows different fault Understands Understands the
Analysis of functions
finding methods (e.g. different methods for appropriate methods
Analysis of design faults
5.3.8.2
Finding Techniques FMEA, Fault-tree). systematic fault for systematic fault
Knows when they finding and is familiar finding and is familiar
can be applied, and with their use and with their use and
how to use them. practice. Knows how practice.
Knows how to
to describe the
manage the different causes for a
implications of fault (e g
different causes of a specification, design,
fault (e g installation,
specification, design, operation,
installation, maintenance).
operation,
maintenance).
5.3.9 Improvement Concepts and 1 1 2
Techniques
Knows the different Knows improvement Has basic knowledge
5.3.9.1 Concept, definitions, scope improvement techniques and is of improvement
concepts (e.g. Total familiar with their use techniques and under
Small Scale Activities
and practice. Knows
Productive direction is familiar
Continuous improvement
5.3.9.2 Maintenance TPM, how to specify, plan, with their use and
Workshop practice
practice. Can identify
Reliability Centered control and follow up
Determination of weak points
Maintenance RCM, improvements. and report areas for
Elimination of weak points
etc), and different improvement.
improvement
methods according to
the maintenance
requirements.
Understands and is
able to discuss the
financial aspects of
asset life, and the
associated
development and
procurement of new
assets.
5.3.10 Documentation Management (see EN 1 1 2
13460)
Has very good Understands all Understands all
5.3.10.1 Basics of Engineering Drawings
knowledge for documentation documentation
Mechanical design specifying the (instructions, (instructions,
Wiring and piping diagrams requirements for a drawings, etc.) drawings, etc.)
documentation related to the related to the
Electrical and electronic
diagrams system (e g maintenance job and maintenance job and
5.3.10.2 maintenance can, if necessary, can, if necessary,
Organization and use
instructions, propose propose
Filing
equipment lists, improvements and improvements and
Retrieving
drawings, spare part apply document handle non-
Marking up
lists, education / control procedures. conformance.
personnel
information,
handbooks) and
document control
procedures.
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CEN/TR 15628:2007 (E)
5.3.11 Spare Parts Management 1 1 1
5.3.11.1 Administration of spare parts Has very good Has very good Has basic knowledge
Planning and organization of knowledge of knowledge of the of the storing of spare
storing facilities logistics support, storing of spare parts. parts. Knows the
Knows the practical
Cost accounting material and store practical routine of
5.3.11.2 handling, methods for routine of storing and storing and retrieval
Documentation
spare part retrieval of spare of spare parts.
management. parts.
5.3.12 Materials Technology 1 1 2
5.3.12.1 Materials Technology
Has very good Has basic knowledge Has basic knowledge
Metals
knowledge of of material of material
Synthetic materials
material technology technology and technology and
Ceramics
and application, application, material application, material
Glass
material deterioration deterioration and deterioration and
Building materials
and protective protective methods. protective methods.
Others
5.3.12.2
methods as well as
Wear and Tear Mechanisms
Non destructive
Corrosion
Testing methods.
Fatigue
Stress
Friction
Others
5.3.12.3
Protective Methods
Coating techniques
Tribology / lubrication
5.3.12.4
Non-destructive Testing methods
6 Achievements of a structured qualification program
A structured qualification program can result in:
consistency in the development of maintenance personnel on all three levels;
structured European educational programs;
common umbrella for competence in maintenance;
focus on industrial requirements, including safety and environment;
improved relationships between industry and training/education.
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CEN/TR 15628:2007 (E)
Annex A
(informative)
The requirements of Competencies and Responsibilities for a European
Expert in Maintenance Management (as developed by EFNMS)
A.1 Background
To become competent to manage and develop the maintenance activities and to run a modern cost-effective
maintenance organization, there are several areas of knowledge that are to be assimilated.
The European Federation of National Maintenance Societies, EFNMS, has developed a specification for the
minimum knowledge requirements for an Expert in Maintenance Management.
The EFNMS will also certify those individuals in Europe who can prove to be competent enough (to have the
required theoretical knowledge and practical experience) to become a Certified European Expert in
Maintenance Management.
The aim has been to specify the th
...
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