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    Competence development for Maintenance Techniciansand Maintenance Supervisors

    Guido WaltWear-Management

    Steering Committeeof the WorldMaintenance Forum

    Convenor of CEN/TC

    319 WG 9Qualification ofMaintenancePersonnel

    Good Morning

    Education and Training

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    1. Terms and definitions.

    2. Tasks of Maintenance Technicians, Supervisors andEngineers.

    3. Required competencies of Maintenance Technicians,

    Supervisors and Engineers, based on maintenanceand companies objectives.

    4. Skills and knowledge.

    5. Learning outcomes a paradigm change.

    6. Discussion and summary

    Index

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    Projects:

    prEN 15628 is a draft standard from CEN/TC 319.

    VocTrainMaint was a Leonardo project running fromOctober 2009 to end of 2011 under the Lifelong

    Learning Program and financially supported by theEuropean Commission(http://www.voctrainmaint.eu)

    EURIAC is a Leonardo Project running from October2011 to September 2013 under the Lifelong LearningProgram and financially supported by the EuropeanCommission (http://www.euriac.eu).

    1. Terms and definitions prEN 15628

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    Projects:

    Pile Up is a Leonardo Project running from October2011 to September 2013 under the Lifelong LearningProgram and financially supported by the EuropeanCommission (http://www.pile-up.eu).

    VEMT is a Leonardo Project running from October2012 to September 2014 under the Lifelong LearningProgram and financially supported by the European

    Commission (http://www.validmaint.com).

    1. Terms and definitions prEN 15628

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    International standards: Europe

    ENV 13269: 2006 - Guideline on preparation ofmaintenance contracts

    EN 13306: 2010 - Maintenance Terminology EN 13460: 2009 - Documents for Maintenance

    EN 15331: 2009 - Criteria for design, managementand control of maintenance services for buildings

    EN 15341: 2006 - Key Performance Indicators CEN/TR 15628: 2007 Qualification of Maintenance

    personnel prEN 15628: 2012 Qualification of Maintenance

    personnel

    1. Terms and definitions prEN 15628

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    International standards: IEC TC 56

    IEC 60300-1 - Dependability managementPart 1: Dependability management systems

    IEC 60300-2 - Dependability managementPart 2: Guidelines for dependability management

    IEC 60300-3-10 - Dependability managementPart 3-10: Application guide - Maintainability IEC 60300-3-14 - Dependability management

    Part 3-14: Application guide - Maintenance and

    maintenance support IEC 60300-3-16 - Dependability management (2007)

    Part 3-16: Application guide - Guideline for thespecification of maintenance support services

    1. Terms and definitions prEN 15628

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    Terms:

    Competence

    Knowledge

    Skills

    Level of qualification

    Procedure

    Qualification

    1. Terms and definitions prEN 15628

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    Definitions:

    Competence

    The proven ability to use knowledge, skills and personal,social and/or methodological ability in work or study

    situation and in professional and personal development.

    Competence is described in terms of responsibility andautonomy.

    1. Terms and definitions prEN 15628

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    Knowledge

    The outcome of the assimilation of information throughlearning.

    Knowledge is the body of facts, principles, theories andpractices that is related to a field of work or study.

    1. Terms and definitions prEN 15628

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    Skills

    The ability to apply knowledge and know-how to completetasks and solve problems.

    Skills are described as cognitive (involving the use of logical,intuitive and creative thinking).

    and / or

    Skills are described as practical (involving manual dexterityand the use of methods, material, tools and instruments).

    1. Terms and definitions prEN 15628

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    Levels of qualification

    Maintenance Manager /Asset Manager

    Management /Engineering training +work experience

    Maintenance Supervisor /Engineer

    Technically-basedtraining + workexperience

    Maintenance Technician Specialist

    Maintenance Technician

    Vocational training II +work experience

    Vocational training I

    1. Terms and definitions prEN 15628

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    Procedure

    Documents and instructions which indicate standardizedpractices, operational instructions and technical rules referredto the involved competence.

    1. Terms and definitions prEN 15628

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    Qualification

    A formal outcome of an assessment and / or validationprocess which is obtained when a competent body determinesthat an individual has achieved learning outcomes to given

    standards.

    1. Terms and definitions prEN 15628

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    2. Maintenance tasks prEN 15628

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    Economics :No task

    Customer oriented tasks :Commissioned tasks

    Process oriented tasks, related toRisks, steps, equipments, resources, monitoring, recording

    Staff oriented tasks:

    Team working and cooperation

    Cooperation with external partners :Target oriented and safety-conscious cooperation

    2.1. Maintenance Technician Specialists

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    Economics :Budget planning, cost monitoring, performance controlling

    Customer oriented tasks :Ensure availability and compliance to schedules and quality

    Process oriented tasks, related toRisks, job safety, safety culture, strategies implementation

    Staff oriented tasks, related to

    Leading, planning, assessments, training, responsibility

    Cooperation with external partners :Coordinating, briefing, budget-, schedule-, quality control

    2.2. Tasks of Maintenance Supervisors

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    Economics :Budget planning, cost management, Performance controlling

    Customer oriented tasks :Ensure availability, quality, low costs, LCC, communication

    Process oriented tasks :Establishing plant specific strategies, KPIs, SHE, Know-how

    Staff oriented tasks :

    Optimizing required work force and ensure qualification

    Cooperation with external partners :Keeping good relations and erecting a network

    2.3. Tasks of Maintenance Managers

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    3. Required competencies (prEN 15628)

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    Maintenance Technician Specialist :1. To perform or ensure safe execution of tasks

    2. To act promptly in case of failure or malfunction

    3. To perform or ensure proper execution of tasks

    4. To ensure availability of supporting material

    5. To coordinate / supervise onsite tasks

    6. To ensure quality of maintenance tasks

    7. To use and ensure the use of IT systems

    3. Required competencies (prEN 15628)

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    Maintenance Supervisor :1. To ensure implementation of strategies / policies

    2. To plan maintenance tasks

    3. To organise maintenance resources (incl. personnel)

    4. To ensure compliance with regulations (SHE)

    5. To ensure and improve efficiency and effectiveness

    6. To manage the performance of contractors

    7. To communicate and fulfil entrepreneurial obligation

    3. Required competencies (prEN 15628)

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    10 main skills needed for Maintenance professionals -answered by 16 Maintenance Managers (CH)

    3. Required competencies (VocTrainMaint)

    1 Method and processes2 Repair techniques and methods

    3

    4

    Fault finding techniques

    Preventive activities56

    Condition based maintenanceReliability

    789

    10

    Maintenance Concepts/MethodologiesMeasurementsMaintainabilityDocumentation

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    Ranking of max. training pay back answered by 18experienced Maintenance Supervisor (CH)

    12

    ReliabilityCondition based maintenance

    3 Fault finding techniques

    45 MaintainabilityDocumentation

    67

    Preventive activitiesMethods and processes

    89

    10

    Repair techniques and methodsMaintenance Concepts / MethodologiesGuiding, control, analysis of work performed

    3. Required competencies (VocTrainMaint)

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    Relevant competences and skills for MaintenanceTechnician Specialists and Maintenance Supervisors

    8 answers (CH)Structure / OrganizationWork Planning/SchedulingTeam Working/ Commcation

    English LanguageInformation TechnologyTraining and InstructionsQuality AssuranceEnvironmentAutomationOccupational Health / Safety

    Technician148

    3758678

    Supervisor688

    7868678

    3. Required competencies (VocTrainMaint)

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    Relevant competences and skills for MaintenanceTechnician Specialists and Maintenance Supervisors

    8 answers (CH)Objectives-Policies-StrategiesConcepts and MethodologiesRestoration Techniques

    TerminologyPartnering and ContractingLaws and RegulationsCondition Based MaintenanceFault Finding TechniquesContinuous ImprovementDocumentation

    Technician138

    367

    5.5767

    Supervisor88

    5.5

    8887788

    3. Required competencies (VocTrainMaint)

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    Relevant competences and skills for MaintenanceTechnician Specialists and Maintenance Supervisors

    7 answers (CH)Energy Efficiency &Sustainable Technology

    Materials Technology (8answers)Heating/Climate/Cooling/Ventilation

    Disposal ManagementContingency Management

    Technician

    0

    7

    2

    32

    Supervisor

    5

    4

    4

    45

    3. Required competencies (VocTrainMaint)

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    Relevant competences and skills for MaintenanceTechnician Specialists

    7 answers (CH)Mechanical competenciesBasics in mechanicsIndustrial Hydraulic Systems

    Industrial Pneumatic SystemsBearingsRepair Welding / CoatingNone Destructive Testing

    Heat TreatmentVibration TechniquesTribology

    Knowledge

    77

    7776

    777

    Skills

    67

    7722

    167

    3. Required competencies (VocTrainMaint)

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    Relevant competences and skills for MaintenanceTechnician Specialists

    7 answers (CH)Electrical / electroniccompetences

    Basics in Electro techniques

    Power distributionSafety system

    ElectronicsProgrammingInstrumentation & Robotics

    Knowledge

    7

    67

    645

    Skills

    6

    44

    545

    3. Required competencies (VocTrainMaint)

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    Relevant competences and skills in Automation64 questionnaires were answered correctly sent-in from:

    Switzerland 25, Finland 13, Denmark 5, Sweden 3,

    Slovakia 3, Netherlands 2, Hungary 2, Germany 1, Italy 1,France 1, Poland 1, Portugal 1, Czech Republic 1, Brazil 1,China 1, Morocco 1, Peru 1, Saudi Arabia 1.

    3. Required competencies (EURIAC)

    Programmable Logic Controllers, PLC systems Fault finding in PLC controlled systemsInstrumentation & Robotics Motors, driver units and servo techniquesMachine safety system General safety rules and basic safety systems Safety systems with active components

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    Facility Management: 7 answers (KSA, CH, DK, FI, HU)Relevant competences and skills in Automation

    Programmable Logic Controllers, PLC systems Fault finding in PLC controlled systems

    Instrumentation & Robotics

    Inputs and outputs (sensors and switches) Motors, driver units and servo techniques

    Machine safety system General safety rules and basic safety systems Safety systems with active components Safe PLC systems

    3. Required competencies (EURIAC)

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    Hospitals: 6 answers (CH)Relevant competences and skills in Automation

    Programmable Logic Controllers, PLC systems Fault finding in PLC controlled systems

    Instrumentation & Robotics

    Inputs and outputs (sensors and switches) Motors, driver units and servo techniques

    Machine safety system General safety rules and basic safety systems Safety systems with active components Risk analyses

    3. Required competencies (EURIAC)

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    Chemical, Petrochemical: 6 answers (BR, CN, IT, CH)Relevant competences and skills in Automation

    Programmable Logic Controllers, PLC systems Fault finding in PLC controlled systems

    Instrumentation & Robotics Inputs and outputs (sensors and switches) Motors, driver units and servo techniques

    3. Required competencies (EURIAC)

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    Food industry: 7 answers (CH; DK, FI, PE)Relevant competences and skills in Automation

    Programmable Logic Controllers, PLC systems Fault finding in PLC controlled systemsInstrumentation & Robotics Motors, driver units and servo techniques

    Machine safety system General safety rules and basic safety systems Safety systems with active components Risk analysesPeripherals Pneumatics

    3. Required competencies (EURIAC)

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    4. Skills and knowledge (Pile Up)

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    4. Skills and knowledge (Pile Up)

    Competence

    The proven ability to use knowledge, skills and personal, social and/or methodological ability

    Competence is described in terms of responsibility andautonomy.

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    Process industryOperator: Knowledge for participating in maintenance

    and repairs

    1. To explain about different maintenance strategies2. To explain equipment manuals3. To know the working regulations4. To understand and explain the working principles of

    equipment (like pumps, valves, measure & controlequipment, seals, piping)

    5. To understand the principles of electricity in relation tosafety

    4. Skills and knowledge (Pile Up)

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    Process industryOperator: Practical skills for participating in

    maintenance and repairs

    1. To recognise, explain unsafe or critical situations andmention possible measures

    2. To perform and monitor minor repair and maintenancework according audited procedures on mechanical,electrical and instrument field

    3. To assist and cooperate with maintenance personnel

    4. To organise and use tools for doing proper and safemaintenance work5. To monitor the use of reliable equipments and working

    methods during maintenance work

    4. Skills and knowledge (Pile Up)

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    Process industryOperator: Competencies for participating in

    maintenance and repairs

    1. To instruct a team on all necessary work stepsautonomously

    2. To assume responsibility of his/her own safety and of ateam

    3. To coordinate his/her own work schedule and the scheduleof a team concerning

    4. To report on the state of maintenance in the plantautonomously and proactively5. To Propose improvements

    4. Skills and knowledge (Pile Up)

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    5. Learning outcomes

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    5. Learning outcomes

    A paradigm change

    Structure of learning outcomes

    1. Unit of learning outcomes2. Title of the unit3. Prerequisites

    4. Worktasks5. Learning Outcomes

    Knowledge Skills - Competence

    6. Reference to National Qualification7. Assessments

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    5. Learning outcomes

    Exemple: Unit of learning outcomes in automation forthe Maintenance Personnel (from the EURIAC project):(http://www.euriac.eu/Downloads/Units%20of%20L

    O_EURIAC_DRAFT.pdf)

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    5. Learning outcomes

    Index: Learning outcomes for Maintenance Technicians(Pile Up project draft 2012) Mechanical Non Destructive Testing (NTD) Electrical General tasks Reporting Personal competencies Health, safety, environment

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    5. Learning outcomes

    Assessments

    Knowledge and practical skills:

    Theoretical test Multiple choice

    Example VEMT:Questions : MachiningGrinding with CBN and diamond wheels

    Competencies Observation Standardized interviews

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    6. Discussion and summary

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    6. Discussion and summary

    Competence of the Maintenance Staff

    Task-related competence

    - Skills- Knowledge

    +The proven ability to use knowledge,skills and personal, social and/ormethodological abilities

    =

    Responsibility and Autonomy !

    [Recommendation 2008 / C 111/01/CE of the European Parliament and the Councilof 23 April 2008]

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    Maintenance:

    - Industrial Maintenance

    - Maintain Infrastructure

    - Building Maintenance

    - Hospital Engineering

    - Cultural Heritage

    - After Sales Services

    6. Discussion and summary

    6 i i d

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    Excellence in Maintenance includes:

    - Maintenance Policies in line with Corporate Strategies

    - Support, Processes, Tools

    - Organizational Models - IEC standards Risk Assessment

    - KPIs (Availability, Maintainability, OEM, SHE and Quality)

    - Continuous Improvement (TPM)

    - Compliance with the Budget

    6. Discussion and summary

    6 Di i d

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    Leadership is based on:

    Communication to

    - the Executive Management

    - Communication to Staff and other Business Units

    Compliance with

    - Relevant Laws

    - Operational Instructions and the current State of the Art

    6. Discussion and summary

    6 Di i d

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    Duties and Tasks oriented Maintenance:

    Clear descriptions of maintenance duties / tasks are a must.

    Preparation: Analysis of the tasks Procurement of necessary equipments / resources; Selection of the appropriate working method; Preparation of the required documentation

    Implementation: Execution of the commissioned activities; Implementation of activity recording and transfers; Assure a clear and transparent documentation.

    6. Discussion and summary

    6 Discussion and summary

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    Structure of the Maintenance Staff:

    Three levels are currently implemented world-wide:

    Maintenance Manager /Asset Manager

    Engineering training + workexperience

    Maintenance Engineer /Supervisor

    Technically-based training +work experience

    Maintenance Technician

    Specialist

    Vocational training + work

    experience

    6. Discussion and summary

    6 Discussion and summary

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    Competence development for Maintenance staff:

    CEN/TC 319 Maintenance Focus: Qualification

    CEN/TR 15628: 2007 -Maintenance Qualification ofMaintenance personnel

    Upgrading to a EuropeanStandard EN 15628

    Leonardo de Vinci projects Focus: Learning outcomes

    Maintenance Manager EuroMaint (2006 to 2008)

    Maintenance Engineer /

    Supervisor

    VocTrainMaint

    (2009 to 2011)

    Maintenance Technician EURIAC + Pile Up(2011 to 2013)

    6. Discussion and summary

    6 Discussion and summary

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    Validation and Qualification ofMaintenance staff:

    Key points:

    - Internal Partnership (Quality Circle, TPM, ..)- Competent Maintenance Personnel- Qualified Maintenance Suppliers

    - Team working / Communication (TPM)

    Leadership is measured by

    - Validation of Maintenance Personnel- Assessing the Performance- Qualification of Maintenance Suppliers

    6. Discussion and summary

    Focus on Leadership - The Global Trends

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    The 2nd World Maintenance Forum04 06 September 2013Palazzo dei Congressi, Lugano, Switzerland

    I hope to meet youin Switzerland.

    Thank you for youkind attention.

    Guido Waltworld-maintenance.comwear-management.ch

    Focus on Leadership - The Global Trends