Major Work Activity E - Services, diagnoses and repairs drivetrain systems

Task E-23 Services, diagnoses and repairs clutches
Task E-24 Services, diagnoses and repairs torque converters, fluid couplers and hydraulic retarders
Task E-25 Services, diagnoses and repairs manual transmissions and transfer cases
Task E-26 Services, diagnoses and repairs automatic and powershift transmissions
Task E-27 Services, diagnoses and repairs driveline systems
Task E-28 Services, diagnoses and repairs drive axles and differentials
Task E-29 Services, diagnoses and repairs final drive systems

Task E-23 Services, diagnoses and repairs clutches

Task Descriptor

The clutch transfers energy and provides a means of disconnect from the engine to the driven member. Clutch systems are less common on off-road heavy equipment than in commercial transport, but there are some application-specific equipment that use them, such as over-centre clutches and older heavy equipment.

Heavy duty equipment technicians must service, diagnose and repair the clutch to increase longevity and optimal performance of the equipment.

E-23.01 - Services clutches

E-23.01 - Services clutches
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-23.01.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-23.01.02P	clean components	components are cleaned according to manufacturers’ service information
E-23.01.03P	perform sensory inspections	sensory inspections are performed to identify leaks and worn, damaged and defective components
E-23.01.04P	perform measurements	measurements are performed and compared with manufacturers’ service information
E-23.01.05P	check fluid levels	fluid levels are checked to determine if they meet manufacturers’ service information
E-23.01.06P	lubricate components	components are lubricated according to manufacturers’ service information
E-23.01.07P	adjust clutch and linkages	clutch and linkages are adjusted according to manufacturers’ service information
E-23.01.08P	inspect and adjust cables and linkages	cables and linkages are inspected and adjusted according to manufacturers’ service information
E-23.01.09P	document service information	service information is documented according to manufacturers’ requirements for warranty, and for future reference and tracking

Range of Variables

tools and equipment include: pullers, dial indicators, alignment tools, measuring tools
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
components include: primary and secondary cylinders, flywheels, pressure plates, friction discs and plates, forks, springs, bearings, seals, gaskets, filters, breathers, component control systems, release springs, release bearings, cross shafts, linkages
measurements include: free play, release bearing clearance, shaft play, end play

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-23.01.01L	demonstrate knowledge of clutches, their components, characteristics, applications and operation	identify types of clutches and their components, and describe their characteristics and applications
		describe operating principles of clutches and their components
		interpret information pertaining to clutches found in manufacturers’ service information
		identify types of clutch controls, and describe their characteristics and applications
		identify types, viscosity and quality of fluids, and describe their characteristics and applications
E-23.01.02L	demonstrate knowledge of procedures to service clutches and their components	identify tools and equipment used to service clutches and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to service clutches
		describe procedures to inspect clutches and their components
		describe procedures to clean clutches and their components
		describe procedures to lubricate and adjust clutches and their components
		describe procedures to service clutches and their components
		describe procedures to remove, replace, recycle and dispose of consumables

Range of Variables

components include: primary and secondary cylinders, flywheels, pressure plates, friction discs and plates, forks, springs, bearings, seals, gaskets, filters, breathers, component control systems, release springs, release bearings, cross shafts, linkages
types of clutches include: over-center, push, pull, dry, wet
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
clutch controls include: cable, linkage, hydraulic-assisted, electronically controlled
tools and equipment include: pullers, dial indicators, alignment tools, measuring tools
hazards include: crush/pinch points, airborne contaminants, fluid leaks, hazardous materials
consumables include: fluids, solvents, grease

E-23.02 - Diagnoses clutches

E-23.02 - Diagnoses clutches
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-23.02.01P	identify symptoms of problems	symptoms of problems are identified by consulting with customer or operator
E-23.02.02P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-23.02.03P	perform sensory inspections	sensory inspectionsare performed to identify conditions
E-23.02.04P	verify complaint and expected performance	complaint and expected performance is verified by comparing equipment operation to manufacturers’ service information
E-23.02.05P	perform diagnostic procedures and tests	diagnostic procedures and tests are performed according to manufacturers’ service information
E-23.02.06P	verify diagnosis	diagnosis is verified by interpreting test results and comparing them to manufacturers’ service information or expected values
E-23.02.07P	clean components	components are cleaned according to manufacturers’ service information
E-23.02.08P	remove and disassemble components to identify or confirm problem	components are removed and disassembled to identify or confirm problem
E-23.02.09P	inspect components for conditions	components are inspected for conditions according to manufacturers’ service information
E-23.02.10P	perform measurements	measurements are performed and compared with manufacturers’ service information
E-23.02.11P	perform failure analysis	failure analysis is performed to determine root cause of failure
E-23.02.12P	document test results and inspection findings	test results and inspection findings are documented according to manufacturers’ requirements for warranty, and for future reference and tracking
E-23.02.13P	interpret diagnostic results to determine next steps	diagnostic results are interpreted to determine next steps

Range of Variables

symptoms of problems include:hard shifting, loss of free play, excessive free play, slipping clutch, high engine RPMs, leaks, odours, low power, vibration, noise
tools and equipment include: feeler gauges, spring gauges, measuring devices, dial indicators, straight edges, temperature gauges
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
conditions include: wear, damage, defects, failure, leaks
tests include: free play, operational
components include: primary and secondary cylinders, flywheels, pressure plates, friction discs and plates, forks, springs, bearings, seals, gaskets, filters, breathers, component control systems, release springs, release bearings, cross shafts, linkages
measurements include: free play, release bearing clearance, shaft play, end play, spring tension, torque application
next steps include: repairs, component replacement or adjustment, further diagnosis

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-23.02.01L	demonstrate knowledge of clutches, their components, characteristics, applications and operation	identify types of clutches and their components, and describe their characteristics and applications
		describe operating principles of clutches and their components
		interpret information pertaining to clutches found in manufacturers’ service information
		identify types of clutch controls, and describe their characteristics and applications
		identify and describe clutch faults
		identify types, viscosity and quality of fluids, and describe their characteristics and applications
E-23.02.02L	demonstrate knowledge of procedures to diagnose clutches and their components	identify tools and equipment used to diagnose clutches and their components, and describe their applications and procedures for use
		identify hazards, and describe safe work practices to diagnose clutches and their components
		describe common causes and symptoms of problems
		describe procedures to inspect clutches and their components
		describe procedures to test clutches and their components
		describe procedures to diagnose clutches and their components
		identify steps for failure analysis

Range of Variables

components include: primary and secondary cylinders, flywheels, pressure plates, friction discs and plates, forks, springs, bearings, seals, gaskets, filters, breathers, component control systems, release springs, release bearings, cross shafts, linkages
types of clutches include: over-center, push, pull, dry, wet
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
clutch controls include: cable, linkage, hydraulic-assisted, electronically controlled
clutch faults include: slipping, worn parts, seized release bearings, broken clutch springs
tools and equipment include: feeler gauges, spring gauges, measuring devices, dial indicators, straight edges, temperature gauges
hazards include: crush/pinch points, airborne contaminants, fluid leaks, air leaks
symptoms of problems include:hard shifting, loss of free play, excessive free play, slipping clutch, high engine RPMs, leaks, odours, low power, vibration, noise

E-23.03 - Repairs clutches

E-23.03 - Repairs clutches
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-23.03.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-23.03.02P	release stored energy in components	stored energy is released in components according to manufacturers’ service information
E-23.03.03P	clean components	components are cleaned according to manufacturers’ service information
E-23.03.04P	remove, disassemble and inspect components for conditions	components are removed, disassembled and inspected for conditions according to manufacturers’ service information
E-23.03.05P	select parts and materials	parts and materials are selected according to repair requirements and manufacturers’ service information
E-23.03.06P	follow repair sequence	repair sequence is followed according to manufacturers’ service information
E-23.03.07P	assemble and install components	components are assembled and installed according to manufacturers’ service information
E-23.03.08P	replace components	components are replaced according to manufacturers’ service information
E-23.03.09P	repair components	components are repaired according to manufacturers’ service information
E-23.03.10P	reassemble components and perform measurements	components are reassembled and measurements are performed according to manufacturers’ service information
E-23.03.11P	adjust clutch and linkages	clutch and linkages are adjusted to manufacturers’ service information
E-23.03.12P	verify alignment of discs and pressure plates	alignment of discs and pressure plates are verified according to manufacturers’ service information
E-23.03.13P	bleed air from primary and secondary cylinders	air from primary and secondary cylinders are bled
E-23.03.14P	verify repairs	repairs are verified using methods according to manufacturers’ service information
E-23.03.15P	document repairs	repairs are documented according to manufacturers’ requirements for warranty, liability, future reference and tracking

Range of Variables

tools and equipment include: pullers, dial indicators, alignment tools, feeler gauges, spring tension gauges
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
components include: primary and secondary cylinders, flywheels, pressure plates, friction discs and plates, forks, springs, bearings, seals, gaskets, filters, breathers, component control systems, release springs, release bearings, cross shafts, linkages
conditions include: wear, damage, defects, failure
parts and materials include: gaskets, sealants, fastening devices, shims
measurements include: free play, release bearing clearance, shaft play, end play, spring tension, torque application
methods include: operational testing, sensory observations

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-23.03.01L	demonstrate knowledge of clutches, their components, characteristics, applications and operation	identify types of clutches and their components, and describe their characteristics and applications
		describe operating principles of clutches and their components
		interpret information pertaining to clutches found in manufacturers’ service information
		identify types of clutch controls, and describe their characteristics and applications
		identify types, viscosity and quality of fluids, and describe their characteristics and applications
E-23.03.02L	demonstrate knowledge of procedures to repair clutches and their components	identify tools and equipment used to repair clutches and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to repair clutches and their components
		describe procedures to remove, disassemble, assemble and inspect components
		describe procedures to repair, replace or recondition components
		describe procedures to adjust clutches, cables and linkages
		describe procedures to recycle and dispose of components
		describe methods to verify repairs
		identify materials that can be reconditioned or reused
		identify practices that reduce material waste

Range of Variables

components include: primary and secondary cylinders, flywheels, pressure plates, friction discs and plates, forks, springs, bearings, seals, gaskets, filters, breathers, component control systems, release springs, release bearings, cross shafts, linkages
types of clutches include: over-center, push, pull, dry, wet
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
clutch controls include: cable, linkage, hydraulic-assisted, electronically controlled
tools and equipment include: pullers, dial indicators, alignment tools, feeler gauges, spring tension gauges
hazards include: crush/pinch points, airborne contaminants, fluid leaks, hazardous materials
conditions include: wear, damage, defects, failure
parts and materials include: gaskets, sealants, fastening devices, shims
measurements include: free play, release bearing clearance, shaft play, end play, spring tension, torque application
methods include: operational testing, sensory observations

Task E-24 Services, diagnoses and repairs torque converters, fluid couplers and hydraulic retarders

Task Descriptor

Torque converters provide engine power to various types of transmissions. Fluid couplers are used to transmit torque between two engines connected in series. Hydraulic retarders are used to slow down the forward momentum of equipment.

Heavy duty equipment technicians must diagnose, service and repair these components to increase longevity and optimal performance of the equipment.

E-24.01 - Services torque converters, fluid couplers and hydraulic retarders

E-24.01 - Services torque converters, fluid couplers and hydraulic retarders
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-24.01.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-24.01.02P	clean components	components are cleaned according to manufacturers’ service information
E-24.01.03P	perform sensory inspections	sensory inspections are performed to identify worn, damaged and defective components and connections
E-24.01.04P	check fluid levels	fluid levels are checked to determine if they meet manufacturers’ service information
E-24.01.05P	remove and replace consumables	consumables are removed and replaced according to manufacturers’ service information
E-24.01.06P	recycle and dispose of consumables	consumables are recycled and disposed of according to jurisdictional regulations
E-24.01.07P	calibrate lock-up clutch	lock-up clutch is calibrated according to manufacturers’ service information
E-24.01.08P	document service information	service information is documented according to manufacturers’ requirements for warranty, and for future reference and tracking

Range of Variables

manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards, service bulletins
components(to be cleaned) include: drain plugs, filter base, screens
components include: stators, impellers, turbines, sprag clutches (over running clutches, lock-up clutches), valves, lines, seals, bearings, retarder rotors
consumables include: filters, oil, O-rings, gaskets, breathers

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-24.01.01L	demonstrate knowledge of torque converters, fluid couplers and hydraulic retarders and their components, characteristics, applications and operation	identify types of torque converters, fluid couplers and hydraulic retardersandtheir components, and describe their characteristics and applications
		describe operating principles of torque converters, fluid couplers and hydraulic retarders
		interpret information pertaining to torque converters, fluid couplers and hydraulic retardersfound in manufacturers’ service information
		identify types of coolers, and describe their locations, characteristics and applications
		identify types, viscosity and quality of fluids, and describe their characteristics and applications
E-24.01.02L	demonstrate knowledge of procedures to service torque converters, fluid couplers and hydraulic retarders and their components	identify tools and equipment used to service torque converters, fluid couplers and hydraulic retarders, and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to servicetorque converters, fluid couplers and hydraulic retarders
		describe procedures to inspect torque converters, fluid couplers and hydraulic retarders
		describe procedures to clean torque converter, fluid coupler and hydraulic retarder components
		describe procedures to service torque converters, fluid couplers and hydraulic retarders
		describe procedures to remove, replace, recycle and dispose of consumables
		describe procedures to calibrate lock-up clutch

Range of Variables

components include: stators, impellers, turbines, sprag clutches (over running clutches, lock-up clutches), valves, lines, seals, bearings, retarder rotors
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards, service bulletins
hazards include: hot fluids, pressurized fluids, moving parts, rolling equipment, hazardous materials, crush/pinch points
consumables include: filters, oil, O-rings, gaskets, breathers

E-24.02 - Diagnoses torque converters, fluid couplers and hydraulic retarders

E-24.02 - Diagnoses torque converters, fluid couplers and hydraulic retarders
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-24.02.01P	identify symptoms of problems	symptoms of problems are identified by consulting with customer or operator
E-24.02.02P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-24.02.03P	perform sensory inspections	sensory inspectionsare performed to identify conditions
E-24.02.04P	verify complaint and expected performance	complaint and expected performance is verified by comparing equipment operation to manufacturers’ service information
E-24.02.05P	check fluid level and condition	fluid level and condition are checked
E-24.02.06P	perform diagnostic procedures and tests	diagnostic procedures and tests are performed according to manufacturers’ service information
E-24.02.07P	verify diagnosis	diagnosis is verified by interpreting test results and comparing them to manufacturers’ service information or expected values
E-24.02.08P	clean components	components are cleaned according to manufacturers’ service information
E-24.02.09P	remove and disassemble components to identify or confirm problem	components are removed and disassembled to identify or confirm problem
E-24.02.10P	inspect components for conditions	components are inspected for conditions according to manufacturers’ service information
E-24.02.11P	perform measurements	measurements are performed and compared with manufacturers’ service information
E-24.02.12P	perform failure analysis	failure analysis is performed to determine root cause of failure
E-24.02.13P	document test results and inspection findings	test results and inspection findings are documented according to manufacturers’ requirements for warranty, and for future reference and tracking
E-24.02.14P	interpret diagnostic results to determine next steps	diagnostic results are interpreted to determine next steps

Range of Variables

symptoms of problems include: leaks, excessive heat, odours, abnormal noise, lack of power
tools and equipment include: pressure gauges, temperature gauges, flow meters, tachometers, laptop
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
conditions include: wear, damage, contaminated fluids, internal leaks, failures in other parts of system
tests include: converter stall speed, flow, lock-up clutch calibration, pressure tests to identify internal leakage, vibration and engagement
components include: stators, impellers, turbines, sprag clutches (over running clutches, lock-up clutches), valves, lines, seals, bearings, retarder rotors
measurements include: flow, pressure, temperature, RPM
next steps include: repairs, component replacement or adjustment, further diagnosis

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-24.02.01L	demonstrate knowledge of torque converters, fluid couplers and hydraulic retarders and their components, characteristics, applications and operation	identify types of torque converters, fluid couplers and hydraulic retarders,andtheir components, and describe their characteristics and applications
		describe operating principles of torque converters, fluid couplers and hydraulic retarders
		interpret information pertaining to torque converters, fluid couplers and hydraulic retardersfound in manufacturers’ service information
		identify types of coolers, and describe their locations, characteristics and applications
		identify types, viscosity and quality of fluids, and describe their characteristics and applications
E-24.02.02L	demonstrate knowledge of procedures to diagnose torque converters, fluid couplers and hydraulic retarders, and their components	identify tools and equipment used to diagnose torque converters, fluid couplers and hydraulic retarders, and their components, and describe their procedures for use
		identify hazards, and describe manufacturers’ safety procedures to diagnose torque converters, fluid couplers and hydraulic retarders
		describe common causes and symptoms of problems
		describe procedures to inspect torque converters, fluid couplers and hydraulic retarders
		describe procedures to test torque converters, fluid couplers and hydraulic retarders
		describe procedures to diagnose torque converters, fluid couplers and hydraulic retarders
		identify conditions found while diagnosing torque converters, fluid couplers and hydraulic retarders
		identify steps for failure analysis
E-24.02.03L	demonstrate knowledge of emerging technologies and practices pertaining to torque converters, fluid couplers and hydraulic retarders	identify effect of hybrid and all-electric equipment on torque converters, fluid couplers and hydraulic retarders

Range of Variables

components include: stators, impellers, turbines, sprag clutches (over running clutches, lock-up clutches), valves, lines, seals, bearings, retarder rotors
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
tools and equipment include: pressure gauges, temperature gauges, flow meters, tachometers, laptop
hazards include: hot fluids, pressurized fluids, moving parts, rolling equipment, hazardous materials, crush/pinch points
symptoms of problems include: leaks, excessive heat, odours, abnormal noise, lack of power
conditions include: wear, damage, contaminated fluids, internal leaks, failures in other parts of system

E-24.03 - Repairs torque converters, fluid couplers and hydraulic retarders

E-24.03 - Repairs torque converters, fluid couplers and hydraulic retarders
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-24.03.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-24.03.02P	release and isolate stored energy in components	stored energy is released and isolated in components according to manufacturers’ service information
E-24.03.03P	clean components	components are cleaned according to manufacturers’ service information
E-24.03.04P	remove, disassemble and inspect components for conditions	components are removed, disassembled and inspected for conditions according to manufacturers’ service information
E-24.03.05P	select parts and materials	parts and materials are selected according to repair requirements and manufacturers’ service information
E-24.03.06P	follow repair sequence	repair sequence is followed according to manufacturers’ service information
E-24.03.07P	assemble and install components	components are assembled and installed according to manufacturers’ service information
E-24.03.08P	replace components	components are replaced according to manufacturers’ service information
E-24.03.09P	rebuild components	components are rebuilt according to manufacturers’ service information
E-24.03.10P	reassemble components and perform measurements	components are reassembled and measurements are performed according to manufacturers’ service information
E-24.03.11P	adjust and calibrate components and parts	components and parts are adjusted and calibrated to manufacturers’ service information
E-24.03.11P	verify repairs	repairs are verified using methods according to manufacturers’ service information
E-24.03.12P	document repairs	repairs are documented according to manufacturers’ requirements for warranty, liability, future reference and tracking

Range of Variables

tools and equipment include: micrometers, feeler gauges, pullers, cooling and heating devices, pressure testing tools, flow meters, lifting equipment, electronic service tools, laptop
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
components include: stators, impellers, turbines, sprag clutches (over running clutches, lock-up clutches), valves, lines, seals, bearings, retarder rotors
conditions include: damage, defects, wear, failure
parts and materials include: gaskets, sealants, fastening devices, bearings, seals, shims
methods include: operational test, flow test, pressure test, stall test

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-24.03.01L	demonstrate knowledge of torque converters, fluid couplers and hydraulic retarders and their components, characteristics, applications and operation	identify types of torque converters, fluid couplers and hydraulic retardersandtheir components and describe their characteristics and applications
		describe operating principles of torque converters, fluid couplers and hydraulic retarders
		interpret information pertaining to torque converters, fluid couplers and hydraulic retardersfound in manufacturers’ service information
		identify types of coolers, and describe their locations, characteristics and applications
		identify types, viscosity and quality of fluids, and describe their characteristics and applications
E-24.03.02L	demonstrate knowledge of procedures to repair torque converters, fluid couplers and hydraulic retarders, and their components	identify tools and equipment used to repair torque converters, fluid couplers and hydraulic retarders, and their components, and describe their procedures for use
		identify hazards, and describe manufacturers’ safety procedures to repair torque converters, fluid couplers and hydraulic retarders
		describe procedures to release and isolate stored energy
		describe procedures to remove, disassemble, assemble and inspect components
		describe procedures to adjust and calibrate components
		describe procedures to recycle and dispose of components
		describe methods to verify repairs
		describe procedures to perform software updates
		identify materials that can be reconditioned or reused

Range of Variables

components include: stators, impellers, turbines, sprag clutches (over running clutches, lock-up clutches), valves, lines, seals, bearings, retarder rotors
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
tools and equipment include: micrometers, feeler gauges, pullers, cooling and heating devices, pressure testing tools, flow meters, lifting equipment, electronic service tools, laptop
hazards include: hot fluids, pressurized fluids, moving parts, rolling equipment, hazardous materials, crush/pinch points, falling objects
methods include: operational test, flow test, pressure test, stall test

Task E-25 Services, diagnoses and repairs manual transmissions and transfer cases

Task Descriptor

Manual transmissions and transfer cases transfer power from the engine through the drive shaft to the wheels to enable movement of the equipment. Manual transmission allows for selection of gear ratios needed for various loads and speed conditions. The transfer case allows transmission power to be directed to components such as additional axles and accessories.

Heavy duty equipment technicians diagnose, service and repair manual transmissions and transfer cases minimizing down time of the equipment, and ensuring the safety of the equipment, driver and public.

E-25.01 - Services manual transmissions and transfer cases

E-25.01 - Services manual transmissions and transfer cases
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-25.01.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-25.01.02P	clean components	components are cleaned
E-25.01.03P	perform sensory inspections	sensory inspections are performed to identify leaks and worn, damaged and defective components
E-25.01.04P	check fluid levels	fluid levels are checked to determine if they meet manufacturers’ service information
E-25.01.05P	remove and replace consumables	consumables are removed and replaced according to manufacturers’ service information
E-25.01.06P	recycle and dispose of consumables	consumables are recycled and disposed of according to jurisdictional regulations
E-25.01.07P	document service information and inspection findings	service information and inspection findings are documented according to manufacturers’ requirements for warranty, and for future reference and tracking

Range of Variables

tools and equipment include: shop tools, measuring devices (for clutch pack thickness), pressure gauges, spring scales (for measuring rolling torque), alignment tools
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
components (to be cleaned) include: transmission cases, screens, magnets
components (to be inspected) include: seals, gaskets, bearings, splines, secondary cylinders, range valves, filters, detents, hoses, pumps, forward/reverse shuttle
consumables include: oil, filters, breathers

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-25.01.01L	demonstrate knowledge of manual transmissions and transfer cases, their components, consumables, characteristics, applications and operation	identify manual transmissions, and describe their characteristics and applications
		identify transfer cases, and describe their characteristics and applications
		identify manual transmission and transfer case components and consumables
		describe operating principles of manual transmissions and transfer cases
		describe operating principles of transfer case shift controls
		interpret information pertaining to manual transmissions and transfer cases found in manufacturers’ service information
E-25.01.02L	demonstrate knowledge of procedures to service manual transmissions and transfer cases, and their components	identify tools and equipment used to service manual transmissions and transfer cases, and their components, and describe their applications and procedures for use
		identify hazards andsafe work practices to service manual transmissions and transfer cases, and their components
		describe procedures to inspect manual transmission and transfer case components
		describe procedures to clean manual transmission and transfer case components
		describe procedures to service manual transmission and transfer case components
		describe procedures to remove, replace, recycle and dispose of consumables

Range of Variables

components include: clutch packs, pistons, gears, gear sets, shafts, pumps, bearings, splines, seals, gaskets, fluids, filters, valves, lines, component control systems, coolers, breathers, synchronizers, main shafts, counter shafts, detents, speed sensors
consumables include: oil, filters, breathers tools and equipment include: shop tools, measuring devices (for clutch pack thickness), pressure gauges, spring scales (for measuring rolling torque), alignment tools
applications(for manual transmissions) include: backhoes, utility tractors, forklifts
applications(for transfer cases) include: four wheel drive equipment, high-low range
transfer case shift controls include: air, electrical, mechanical, hydraulic
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
hazards include: spills, crush/pinch points, sharp edges, burns
components (to be inspected) include: seals, gaskets, bearings, splines, secondary cylinders, range valves, filters, detents, hoses, pumps, forward/reverse shuttle
components (to be cleaned) include: transmission cases, screens, magnets

E-25.02 - Diagnoses manual transmissions and transfer cases

E-25.02 - Diagnoses manual transmissions and transfer cases
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-25.02.01P	identify symptoms of problems	symptoms of problems are identified by consulting with customer or operator
E-25.02.02P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-25.02.03P	perform sensory inspections	sensory inspections are performed to identify conditions
E-25.02.04P	verify complaint and expected performance	complaint and expected performance is verified by comparing equipment operation to manufacturers’ service information
E-25.02.05P	perform diagnostic procedures and tests	diagnostic procedures and tests are performed according to manufacturers’ service information
E-25.02.06P	verify diagnosis	diagnosis results are compared to manufacturers’ service information or expected values
E-25.02.07P	clean components	components are cleaned according to manufacturers’ service information
E-25.02.08P	remove and disassemble components to identify or confirm problem	components are removed and disassembled to identify or confirm problem
E-25.02.09P	inspect components for conditions	components are inspected for conditions according to manufacturers’ service information
E-25.02.10P	perform measurements	measurements are performed and compared with manufacturers’ service information
E-25.02.11P	perform failure analysis	failure analysis is performed to determine root cause of failure
E-25.02.12P	document test results and inspection findings	test results and inspection findings are documented according to manufacturers’ requirements for warranty, and for future reference and tracking
E-25.02.13P	interpret diagnostic results to determine next steps	diagnostic results are interpreted to determine next steps

Range of Variables

symptoms of problems include:hard shifting, jumping out of gear, noise, vibration, leaks, excessive heat
tools and equipment include: pullers, torque wrenches, presses, heating and cooling equipment, lifting equipment, slide hammers, manufacturer-specific tools, shop tools, measuring devices (for clutch pack thickness), pressure gauges, spring scales (for measuring rolling torque), alignment tools
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
conditions include: wear, damage, defects, failure
components include: clutch packs, pistons, gears, gear sets, shafts, pumps, bearings, splines, seals, gaskets, fluids, filters, valves, lines, component control systems, coolers, breathers, synchronizers, main shafts, counter shafts, detents, speed sensors
measurements include: end play, up and down play, backlash
next steps include: repairs, component replacement or adjustment, further diagnosis

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-25.02.01L	demonstrate knowledge of manual transmissions and transfer cases, their components, consumables, characteristics, applications and operation	identify manual transmissions, and describe their characteristics and applications
		identify transfer cases and describe their characteristics and applications
		identify manual transmission and transfer case components and consumables
		describe operating principles of manual transmissions and transfer cases
		describe operating principles of transfer case shift controls
		interpret information pertaining to manual transmissions and transfer cases found in manufacturers’ service information
		identify common faults found in manual transmissions and transfer cases, and their components
		identify types, viscosity and quality of fluids, and describe their characteristics and applications
E-25.02.02L	demonstrate knowledge of procedures to diagnose manual transmissions and transfer cases, and their components	identify tools and equipment used to diagnose manual transmissions and transfer cases, and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to diagnose manual transmissions and transfer cases, and their components
		describe common causes and symptoms of problems
		describe procedures to inspect manual transmissions and transfer cases, and their components
		describe procedures to test manual transmissions and transfer cases, and their components
		describe procedures to diagnose manual transmissions and transfer cases, and their components
		identify conditions found while diagnosing manual transmissions and transfer cases and their components
		identify steps for failure analysis

Range of Variables

components include: clutch packs, pistons, gears, gear sets, shafts, pumps, bearings, splines, seals, gaskets, fluids, filters, valves, lines, component control systems, coolers, breathers, synchronizers, main shafts, counter shafts, detents, speed sensors
consumables include: oil, filters, breathers
applications(for manual transmissions) include: backhoes, utility tractors, forklifts
applications(for transfer cases) include: four wheel drive equipment, high-low range
transfer case shift controls include: air, electrical, mechanical, hydraulic
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
faults include: missing teeth in gears, lack of lubrication, worn synchronizers, bearing failure
tools and equipment include: pullers, torque wrenches, presses, heating and cooling equipment, lifting equipment, slide hammers, manufacturer-specific tools, shop tools, measuring devices (for clutch pack thickness), pressure gauges, spring scales (for measuring rolling torque), alignment tools
hazards include: spills, crush/pinch points, sharp edges
symptoms of problems include:hard shifting, jumping out of gear, noise, vibration, leaks, excessive heat
conditions include: wear, damage, defects, failure

E-25.03 - Repairs manual transmissions and transfer cases

E-25.03 - Repairs manual transmissions and transfer cases
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-25.03.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-25.03.02P	release and isolate stored energy in components	stored energy is released and isolated in components according to manufacturers’ service information
E-25.03.03P	clean components	components are cleaned according to manufacturers’ service information
E-25.03.04P	remove, disassemble and inspect components for conditions	components are removed, disassembled and inspected for conditions according to manufacturers’ service information
E-25.03.05P	select parts and materials	parts and materials are selected according to repair requirements and manufacturers’ service information
E-25.03.06P	replace components	components are replaced according to manufacturers’ service information
E-25.03.07P	repair components	components are repaired following repair sequence according to manufacturers’ service information
E-25.03.08P	reassemble components and perform measurements	components are reassembled and measurements are performed according to manufacturers’ service information
E-25.03.09P	adjustand calibrate components and parts	components and parts are adjusted and calibrated according to manufacturers’ service information
E-25.03.10P	time gears	gears are timed according to manufacturers’ service information
E-25.03.11P	install power take-offs (PTOs)	PTOs are installed according to manufacturers’ service information
E-25.03.12P	verify repairs	repairs are verified using methods according to manufacturers’ service information
E-25.03.13P	document repairs	repairs are documented according to manufacturers’ requirements for warranty, liability, future reference and tracking

Range of Variables

tools and equipment include: pullers, torque wrenches, presses, heating and cooling equipment, lifting equipment, slide hammers, manufacturer-specific tools, shop tools, measuring devices (for clutch pack thickness), pressure gauges, spring scales (for measuring rolling torque), alignment tools
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
components include: clutch packs, pistons, gears, gear sets, shafts, pumps, bearings, splines, seals, gaskets, fluids, filters, valves, lines, component control systems, coolers, breathers, synchronizers, main shafts, counter shafts, detents, speed sensors
conditions include: damage, defect, wear, failure
parts and materials include: gaskets, sealants, fastening devices, bearings, seals, shims
methods include: operational testing, sensory observations

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-25.03.01L	demonstrate knowledge of manual transmissions and transfer cases, their components, consumables, characteristics, applications and operation	identify manual transmissions, and describe their characteristics and applications
		identify transfer cases and describe their characteristics and applications
		identify manual transmission and transfer case components and consumables
		describe operating principles of manual transmissions and transfer cases
		describe operating principles of transfer case shift controls
		interpret information pertaining to manual transmissions and transfer cases found in manufacturers’ service information
E-25.03.02L	demonstrate knowledge of procedures to repair manual transmissions and transfer cases, and their components	identify tools and equipment used to repair manual transmissions and transfer cases, and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to repair manual transmissions and transfer cases, and their components
		describe procedures to release and isolate stored energy
		describe procedures to remove, disassemble, assemble and inspect components
		describe procedures to adjust and calibrate components
		describe procedures to recycle and dispose of components
		describe methods to verify repairs
		identify materials that can be reconditioned or reused

Range of Variables

components include: clutch packs, pistons, gears, gear sets, shafts, pumps, bearings, splines, seals, gaskets, fluids, filters, valves, lines, component control systems, coolers, breathers, synchronizers, main shafts, counter shafts, detents, speed sensors
consumables include: oil, filters, solvents, breathers
applications(for manual transmissions) include: backhoes, utility tractors, forklifts
applications(for transfer cases) include: four wheel drive equipment, high-low range
transfer case shift controls include: air, electrical, mechanical, hydraulic
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
tools and equipment include: pullers, torque wrenches, presses, heating and cooling equipment, lifting equipment, slide hammers, manufacturer-specific tools, shop tools, measuring devices (for clutch pack thickness), pressure gauges, spring scales (for measuring rolling torque), alignment tools
hazards include: spills, crush/pinch points, sharp edges, burns, falling objects, stored energy
methods include: operational testing, sensory observations

Task E-26 Services, diagnoses and repairs automatic and powershift transmissions

Task Descriptor

Automatic and powershift transmissions transfer power from the engine to the drivetrain.

Heavy duty equipment technicians must have a good understanding of automatic and powershift transmission operation and components in order to service, diagnose and repair these systems and ensure proper function and reduce downtime.

E-26.01 - Services automatic and powershift transmissions

E-26.01 - Services automatic and powershift transmissions
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-26.01.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-26.01.02P	clean components	components are cleaned according to manufacturers’ service information
E-26.01.03P	perform sensory inspections	sensory inspections are performed to identify leaks, breaks and excessive wear
E-26.01.04P	check fluid levels	fluid levels are checked to determine if they meet manufacturers’ service information
E-26.01.05P	remove and replace consumables	consumables are removed and replacedaccording to manufacturers’ service information
E-26.01.06P	collect oil sample for analysis	oil sample is collected and analyzed according to manufacturers’ service information
E-26.01.07P	recycle and dispose of consumables	consumables are recycled and disposed of according to jurisdictional regulations
E-26.01.08P	calibrate components	components are calibrated according to manufacturers’ service information
E-26.01.09P	check and perform software updates	software is checked and updates are performed according to manufacturers’ service information
E-26.01.10P	document service information	service information is documented according to manufacturers’ requirements for warranty, and for future reference and tracking

Range of Variables

tools and equipment include: shop tools, fluid recovery system, electronic service tools, laptop, other specialized equipment recommended by manufacturer, multimeters
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
components include: valve bodies, pumps, solenoids, clutches, clutch packs, bearings, seals, bands, servos, planetaries, sensors, springs, shafts
consumables include: oil, filters, breathers

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-26.01.01L	demonstrate knowledge of automatic and powershift transmissions, their components, consumables, characteristics, applications and operation	identify types of automatic and powershift transmissions, and their components and consumables, and describe their characteristics and applications
		describe operating principles of automatic and powershift transmissions
		interpret information pertaining to automatic and powershift transmissions found in manufacturers’ service information
		identify types of coolers, and describe their locations, characteristics and applications
		identify types, viscosity and quality of fluids, and describe their characteristics and applications
E-26.01.02L	demonstrate knowledge of procedures to service automatic and powershift transmissions and their components	identify tools and equipment used to service automatic and powershift transmissions and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to service automatic and powershift transmissions
		describe procedures to inspect automatic and powershift transmission components
		describe procedures to service automatic and powershift transmission components
		describe procedures to remove, replace, recycle and dispose of automatic and powershift transmission consumables
		describe procedures to perform software updates and calibrations
E-26.01.03L	demonstrate knowledge of emerging technologies and practices related to automatic and powershift transmissions	identify effects of hybrid and all-electric equipment on automatic and powershift transmissions

Range of Variables

components include: valve bodies, pumps, solenoids, clutches, clutch packs, bearings, seals, bands, servos, planetaries, sensors, springs, shafts
consumables include: oil, filters, breathers
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
tools and equipment include: shop tools, fluid recovery system, electronic service tools, laptop, other specialized equipment recommended by manufacturer, multimeters
hazards include: fluid spills, sharp edges, hot fluids, moving objects, crush/pinch points

E-26.02 - Diagnoses automatic and powershift transmissions

E-26.02 - Diagnoses automatic and powershift transmissions
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-26.02.01P	identify symptoms of problems	symptoms of problems are identified by consulting with customer or operator
E-26.02.02P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-26.02.03P	perform sensory inspections	sensory inspectionsare performed to identify conditions
E-26.02.04P	verify complaint and expected performance	complaint and expected performance is verified by comparing equipment operation to manufacturers’ service information
E-26.02.05P	perform diagnostic procedures and tests	diagnostic procedures and tests are performed according to manufacturers’ service information
E-26.02.06P	verify diagnosis	diagnosis is verified by interpreting test results and comparing them to manufacturers’ service information or expected values
E-26.02.07P	clean components	components are cleaned according to manufacturers’ service information
E-26.02.08P	remove and disassemble components to identify problem	components are removed and disassembled to identify problem
E-26.02.09P	inspect components for conditions	components are inspected for conditions according to manufacturers’ service information
E-26.02.10P	perform measurements	measurements are performed and compared with manufacturers’ service information
E-26.02.11P	perform failure analysis	failure analysis is performed to determine root cause of failure
E-26.02.12P	document test results and inspection findings	test results and inspection findings are documented according to manufacturers’ requirements for warranty, and for future reference and tracking
E-26.02.13P	interpret diagnostic results to determine next steps	diagnostic results are interpreted to determine next steps

Range of Variables

symptoms of problems include: harsh shifting, noise, delayed shift, no gear selection, vibration, leaks, excessive heat
tools and equipment include: shop tools, pressure gauges, fluid recovery system, electronic service tools, laptop, other specialized equipment provided by manufacturer, multimeters
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
conditions include: wear, damage, leaks, defects, failure, oil conditions
tests include: stall testing, pressure readings, temperature
components include: valve bodies, pumps, solenoids, clutches, clutch packs, bearings, seals, bands, servos, planetaries, sensors, springs
measurements include: pressure, temperature, RPM
next steps include: repairs, component replacement or adjustment, further diagnosis

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-26.02.01L	demonstrate knowledge of automatic and powershift transmissions, their components, consumables, characteristics, applications and operation	identify automatic and powershift transmissions and their components and consumables, and describe their characteristics and applications
		describe operating principles of automatic and powershift transmissions
		interpret information pertaining to automatic and powershift transmissions found in manufacturers’ service information
		identify types of coolers, and describe their locations, characteristics and applications
		identify types, viscosity and quality of fluids, and describe their characteristics and applications
		describe effects of component failures
E-26.02.02L	demonstrate knowledge of procedures to diagnose automatic and powershift transmissions and their components	identify tools and equipment used to diagnose automatic and powershift transmissions and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to diagnose automatic transmissions and their components
		describe common causes and symptoms of problems
		describe procedures to inspect automatic and powershift transmissions and their components
		describe procedures to test automatic and powershift transmissions and their components
		describe procedures to diagnose automatic and powershift transmissions and their components
		describe procedures to perform software updates and calibrations
E-26.02.03L	demonstrate knowledge of emerging technologies and practices related to automatic and powershift transmissions	identify effects of hybrid and all-electric equipment on automatic and powershift transmissions

Range of Variables

components include: valve bodies, pumps, solenoids, clutches, clutch packs, bearings, seals, bands, servos, planetaries, sensors, springs
consumables include: oil, filters, breathers
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
tools and equipment include: shop tools, pressure gauges, fluid recovery system, electronic service tools, laptop, other specialized equipment provided by manufacturer, multimeters
hazards include: fluid spills, sharp edges, hot fluids, crush/pinch points
symptoms of problems include: harsh shifting, noise, delayed shift, no gear selection, vibration, leaks, excessive heat

E-26.03 - Repairs automatic and powershift transmissions

E-26.03 - Repairs automatic and powershift transmissions
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-26.03.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-26.03.02P	release and isolate stored energy in components	stored energy is released and isolated in components according to manufacturers’ service information
E-26.03.03P	clean components	components are cleaned according to manufacturers’ service information
E-26.03.04P	remove, disassemble and inspect components for conditions	components are removed, disassembled and inspected for conditions according to manufacturers’ service information
E-26.03.05P	select parts and materials	parts and materials are selected according to repair requirements and manufacturers’ service information
E-26.03.06P	assemble and install components	components are assembled and installed according to manufacturers’ service information
E-26.03.07P	replace components	components are replaced according to manufacturers’ service information
E-26.03.08P	repair components	components are repaired following repair sequence according to manufacturers’ service information
E-26.03.09P	adjust and calibrate components and parts	components and parts are adjusted and calibrated according to manufacturers’ service information
E-26.03.10P	verify most current version of software is installed in ECM	software installed in ECM is verified to ensure it is most up-to-date version
E-26.03.11P	verify repairs	repairs are verified using methods according to manufacturers’ service information
E-26.03.12P	document repairs	repairs are documented according to manufacturers’ requirements for warranty, liability, future reference and tracking

Range of Variables

tools and equipment include: shop tools, fluid recovery system, pressure gauges, electronic service tools, laptop, manufacturer-specific equipment, pullers, torque wrenches, presses, micrometers
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
components include: valve bodies, pumps, solenoids, clutches, clutch packs, bearings, seals, bands, servos, planetaries, sensors
conditions include: damage, defect, wear, failure
parts and materials include: gaskets, sealants, fastening devices, bearings, seals
methods include: operational testing, function testing, stall testing

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-26.03.01L	demonstrate knowledge of automatic and powershift transmissions, their components, consumables, characteristics, applications and operation	identify automatic and powershift transmissions and their components and consumables, and describe their characteristics and applications
		describe operating principles of automatic and powershift transmissions
		interpret information pertaining to automatic and powershift transmissions found in manufacturers’ service information
		identify types of coolers, and describe their locations, characteristics and applications
		identify types, viscosity and quality of fluids and additives, and describe their characteristics and applications
E-26.03.02L	demonstrate knowledge of procedures to repair automatic and powershift transmissions and their components	identify tools and equipment used to repair automatic and powershift transmissions and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to repair automatic and powershift transmissions and their components
		describe procedures to release and isolate stored energy
		describe procedures to remove, disassemble, assemble and inspect components
		describe procedures to repair, replace or recondition components
		describe procedures to adjust and calibrate components
		describe procedures to recycle and dispose of components
		describe procedures to perform software updates and calibrations
		describe methods to verify repairs
		identify materials that can be reconditioned or reused
E-26.03.03L	demonstrate knowledge of emerging technologies and practices related to automatic and powershift transmissions	identify effects of hybrid and all-electric equipment on automatic and powershift transmissions

Range of Variables

components include: valve bodies, pumps, solenoids, clutches, clutch packs, bearings, seals, bands, servos, planetaries, sensors
consumables include: oil, additives, filters, breathers, friction discs, plates
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
tools and equipment include: shop tools, fluid recovery system, pressure gauges, electronic service tools, laptop, manufacturer-specific equipment, pullers, torque wrenches, presses, micrometers
hazards include: fluid spills, sharp edges, hot fluids, crush/pinch points, falling objects, stored energy
methods include: operational testing, function testing, stall testing

Task E-27 Services, diagnoses and repairs driveline systems

Task Descriptor

The driveline provides a mechanical linkage between the drive and driven components. Heavy duty equipment technicians must understand the influence of driveline length, angles and correct phasing on the driveline system.

Heavy duty equipment technicians must be able to efficiently diagnose driveline systems and sub-systems to maintain equipment performance and reliability to reduce equipment down time.

E-27.01 - Services driveline systems

E-27.01 - Services driveline systems
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-27.01.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-27.01.02P	perform sensory inspections	sensory inspections are performed to identify worn, damaged, loose and defective components and driveline phasing
E-27.01.03P	perform measurements	measurements are performed and compared with manufacturers’ service information
E-27.01.04P	verify phasing	phasing is verified according to manufacturers’ service information
E-27.01.05P	lubricate serviceable u-joints, steady bearings and slip joints	serviceable u-joints, steady bearing and slip joints are lubricated according to manufacturers’ service information
E-27.01.06P	document service information	service information is documented according to manufacturers’ requirements for warranty, and for future reference and tracking

Range of Variables

tools and equipment include: hand tools, dial indicators, straight edges, u-joint pullers
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
components (to be inspected) include: yokes, u-joints, mounting hardware, steady bearings, counterweights
measurements include: torque, total indicated runout (TIR)

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-27.01.01L	demonstrate knowledge of driveline systems, their components, characteristics, applications and operation	identify driveline systems and their components, and describe their characteristics and applications
		describe operating principles of driveline systems
		interpret information pertaining to driveline systems found in manufacturers’ service information
		identify and distinguish between serviceable and non-serviceable driveline system components
E-27.01.02L	demonstrate knowledge of procedures to service driveline systems and their components	identify tools and equipment used to service driveline systems and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to service driveline systems and their components
		describe procedures to inspect driveline system components
		describe procedures to service driveline system components
		describe procedures to lubricate serviceable u-joints, steady bearings and slip joints

Range of Variables

components include: bearings, seals, gaskets, u-joints, yokes, slip joints, mounting hardware, steady bearings, constant-velocity (CV) joints, drive shafts, lubricants
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
tools and equipment include: hand tools, dial indicators, straight edges, u-joint pullers
hazards include: moving parts, grease injection, sharp edges, airborne contaminants, crush/pinch points
components (to be inspected) include: yokes, u-joints, mounting hardware, steady bearings, counterweights

E-27.02 - Diagnoses driveline systems

E-27.02 - Diagnoses driveline systems
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-27.02.01P	identify symptoms of problems	symptoms of problems are identified by consulting with customer or operator
E-27.02.02P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-27.02.03P	perform sensory inspections	sensory inspections are performed to identify conditions
E-27.02.04P	verify complaint and expected performance	complaint and expected performance is verified by comparing equipment operation to manufacturers’ service information
E-27.02.05P	perform diagnostic procedures and tests	diagnostic procedures and tests are performed according to manufacturers’ service information
E-27.02.06P	verify diagnosis	diagnosis is verified by interpreting test results and comparing them to manufacturers’ service information or expected values
E-27.02.07P	clean components	components are cleaned according to manufacturers’ service information
E-27.02.08P	remove and disassemble components to identify problem	components are removed and disassembled to identify problem
E-27.02.09P	inspect components for conditions	components are inspected for conditions according to manufacturers’ service information
E-27.02.10P	perform measurements	measurements are performed and compared with manufacturers’ service information
E-27.02.11P	perform failure analysis	failure analysis is performed to determine root cause of failure
E-27.02.12P	document test results and inspection findings	test results and inspection findings are documented according to manufacturers’ requirements for warranty, and for future reference and tracking
E-27.02.13P	interpret diagnostic results to determine next steps	diagnostic results are interpreted to determine next steps

Range of Variables

symptoms of problems include:vibration, noise, no movement, lack of power
tools and equipment include: vibration analyzers, angle gauges, electronic service tools, dial indicators, straight edges
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
conditions include: wear, damage, defects, failure
tests include: operational testing, angle gauge
components include: hanger bearings, seals, gaskets, u-joints, yokes, slip joints, mounting hardware, steady bearings, CV joints, drive shafts, lubricants, driveline saver
measurements include: driveline angle, driveline phasing, slip joint length, play, ride height
next steps include: repairs, component replacement or adjustment, further diagnosis

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-27.02.01L	demonstrate knowledge of driveline systems, their components, characteristics, applications and operation	identify driveline systems and their components, and describe their characteristics and applications
		describe operating principles of driveline systems
		interpret information pertaining to driveline systems found in manufacturers’ service information
		identify and distinguish between serviceable and non-serviceable driveline systems
		identify driveline angles and support bearings, and describe their characteristics, applications and wear limits
		describe correct orientation and phasing of drive shaft
E-27.02.02L	demonstrate knowledge of procedures to diagnose driveline systems and their components	identify tools and equipment used to diagnose driveline systems and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to diagnose driveline systems and their components
		describe common causes and symptoms of problems
		describe procedures to inspect driveline systems and their components
		describe procedures to test driveline systems and their components
		describe procedures to diagnose driveline systems and their components
		identify conditions found while diagnosing driveline systems and their components
		identify steps for failure analysis
		identify materials that can be reconditioned or reused

Range of Variables

components include: hanger bearings, seals, gaskets, u-joints, yokes, slip joints, mounting hardware, steady bearings, CV joints, drive shafts, lubricants, driveline saver
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
tools and equipment include: vibration analyzers, angle gauges, electronic service tools, dial indicators, straight edges
hazards include: moving parts, grease injection, sharp edges, airborne contaminants, crush/pinch points
symptoms of problems include:vibration, noise, no movement, lack of power
conditions include: wear, damage, defects, failure

E-27.03 - Repairs driveline systems

E-27.03 - Repairs driveline systems
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-27.03.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-27.03.02P	release and isolate stored energy in components	stored energy is released and isolated in components according to manufacturers’ service information
E-27.03.03P	clean components	components are cleaned according to manufacturers’ service information
E-27.03.04P	remove, disassemble and inspect components for conditions	components are removed, disassembled and inspected for conditions according to manufacturers’ service information
E-27.03.05P	select parts and materials	parts and materials are selected according to repair requirements and manufacturers’ service information
E-27.03.06P	replace components	components are replaced according to manufacturers’ service information
E-27.03.07P	repair components	components are repaired following repair sequence according to manufacturers’ service information
E-27.03.08P	reassemble components and perform measurements	components are reassembled and measurements are performed according to manufacturers’ service information
E-27.03.09P	adjust components and parts	components and parts are adjusted according to manufacturers’ service information
E-27.03.10P	lubricate u-joints and slip joints	u-joints and slip joints are lubricated according to manufacturers’ service information
E-27.03.11P	verify repairs	repairs are verified using methods according to manufacturers’ service information
E-27.03.12P	document repairs	repairs are documented according to manufacturers’ requirements for warranty, liability, future reference and tracking

Range of Variables

tools and equipment include: u-joint tools, hand tools, pullers, torque wrenches, presses, straight edges, lifting equipment
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
components include: bearings, seals, gaskets, u-joints, yokes, slip joints, mounting hardware, steady bearings, CV joints, drive shafts, lubricants, driveline saver
conditions include: damage, defect, wear, failure
parts and materials include: gaskets, sealants, fastening devices, u-joints, bearings, slip joints, yokes
adjust includes: phasing
methods include: operational testing, angle gauges, verifying balancing

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-27.03.01L	demonstrate knowledge of driveline systems, their components, characteristics, applications and operation	identify driveline systems and their components, and describe their characteristics and applications
		describe operating principles of driveline systems
		interpret information pertaining to driveline systems found in manufacturers’ service information
		identify and distinguish between serviceable and non-serviceable driveline systems
		identify driveline angles and support bearings, and describe their characteristics, applications and wear limits
		describe correct orientation and phasing of drive shaft
E-27.03.02L	demonstrate knowledge of procedures to repair driveline systems and their components	identify tools and equipment used to repair driveline systems and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to repair driveline systems and their components
		describe procedures to release and isolate stored energy
		describe procedures to remove, disassemble, assemble and inspect components
		describe procedures to replace or repair components
		describe procedures to adjust components
		describe procedures to recycle and dispose of components
		describe procedures to lubricate serviceable u-joints and slip joints
		describe procedures to install and phase driveline systems
		describe procedures to install and remove yoke and u-joint
		describe methods to verify repairs
		identify materials that can be reconditioned or reused

Range of Variables

components include: bearings, seals, gaskets, u-joints, yokes, slip joints, mounting hardware, steady bearings, CV joints, drive shafts, lubricants, driveline saver
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
tools and equipment include: u-joint tools, hand tools, pullers, torque wrenches, presses, straight edges, lifting equipment
hazards include: moving parts, grease injection, sharp edges, airborne contaminants, crush/pinch points, falling objects, stored energy
adjust includes: phasing

Task E-28 Services, diagnoses and repairs drive axles and differentials

Task Descriptor

Drive axles and differentials transfer power from the transfer case or transmission to the wheels or tracks. Heavy duty equipment technicians must be able to service, diagnose and repair drive axles and differential assembly.

E-28.01 - Services drive axles and differentials

E-28.01 - Services drive axles and differentials
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-28.01.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-28.01.02P	release and isolate stored energy in components	stored energy is released and isolated in components according to manufacturers’ service information
E-28.01.03P	clean components	components are cleaned according to manufacturers’ service information
E-28.01.04P	perform sensory inspections	sensory inspections are performed to identify leaks and worn, damaged and defective components
E-28.01.05P	perform measurements	measurements are performed and compared with manufacturers’ service information and according to jurisdictional regulations
E-28.01.06P	check fluid level and visually inspect fluid and plug condition	fluid level is checked, and fluid and plug condition is visually inspected during scheduled maintenance for irregularities according to manufacturers’ service information
E-28.01.07P	collect oil sample for analysis	oil sample is collected and analyzed according to manufacturers’ service information
E-28.01.08P	remove and replace consumables	consumables are removed and replaced according to manufacturers’ service information
E-28.01.09P	recycle and dispose of consumables	consumables are recycled and disposed of according to jurisdictional regulations
E-28.01.10P	lubricate components	components are lubricated according to manufacturers’ service information
E-28.01.11P	document service information	service information is documented according to manufacturers’ requirements for warranty, and for future reference and tracking

Range of Variables

tools and equipment include: hand tools, drain pans, pumps, measuring tools
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
components (to be cleaned) include: breathers, vents, drain plugs
components include: seals, axles, gaskets, hubs, bearings, spindles, shafts, crown and pinion sets, spider gears, sun gears, limited slip and differential lockups, coolers, lines, pumps, component control systems, breathers, trunnions, shims, adjustment nuts
measurements include: thrust pin clearance
irregularities include: material, metal attached to drain plug, water in oil, overfilled oil, contamination
consumables include: fluids, additives, grease, filters

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-28.01.01L	demonstrate knowledge of drive axles and differentials, their components, consumables, characteristics, applications and operation	identify types of drive axles, their components and consumables, and describe their characteristics and applications
		identify types of differentials, their components and consumables, and describe their characteristics and applications
		describe operating principles of drive axles and differentials
		interpret information pertaining to drive axles and differentials found in manufacturers’ service information
		identify different weight ratings and gear ratios
		identify types, viscosity and quality of fluids, additives and lubricants, and describe their characteristics and applications
E-28.01.02L	demonstrate knowledge of procedures to service drive axles and differentials, and their components and consumables	identify tools and equipment used to service drive axles and differentials, and their components and consumables, and describe their applications and procedures for use
		identify hazards and describe safe work practices to service drive axles and differentials, and their components and consumables
		describe procedures to inspect drive axles and differentials, andtheir components and consumables
		describe procedures to clean drive axles and differential components
		describe procedures to service drive axles and differentials, and their components
		describe procedures to remove, replace, recycle and dispose of consumables
		identify practices that reduce material waste
E-28.01.03L	demonstrate knowledge of emerging technologies and practices related to drive axles and differentials	identify effects of hybrid and all-electric equipment on drive axles and differentials

Range of Variables

components include: seals, axles, gaskets, hubs, bearings, spindles, shafts, crown and pinion sets, spider gears, sun gears, limited slip and differential lockups, coolers, lines, pumps, component control systems, breathers, trunnions, shims, adjustment nuts
consumables include: fluids, additives, grease, filters
types of drive axles include: semi-floating, full floating, oscillating, planetary drive (inboard, outboard)
types of differentials include: locking, limited slip, open
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
tools and equipment include: hand tools, drain pans, pumps, measuring tools
hazards include: sharp edges, fluid spills, crush/pinch points, hazardous materials
components (to be cleaned) include: breathers, vents, drain plugs

E-28.02 - Diagnoses drive axles and differentials

E-28.02 - Diagnoses drive axles and differentials
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-28.02.01P	identify symptoms of problems	symptoms of problems are identified by consulting with customer or operator
E-28.02.02P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-28.02.03P	perform sensory inspections	sensory inspectionsare performed to identify conditions
E-28.02.04P	verify complaint and expected performance	complaint and expected performance is verified by comparing equipment operation to manufacturers’ service information and by performing operational test
E-28.02.05P	perform diagnostic procedures, tests and measurements	diagnostic procedures, tests and measurements are performed according to manufacturers’ service information
E-28.02.06P	verify diagnosis	diagnosis is verified by interpreting test results and comparing them to manufacturers’ service information or expected values
E-28.02.07P	clean components	components are cleaned according to manufacturers’ service information
E-28.02.08P	remove and disassemble components to identify or confirm problem	components are removed and disassembled to identify or confirm problem
E-28.02.09P	inspect components for conditions	components are inspected for conditions according to manufacturers’ service information
E-28.02.10P	perform failure analysis	failure analysis is performed to determine root cause of failure
E-28.02.11P	document test results and inspection findings	test results and inspection findings are documented according to manufacturers’ requirements for warranty, and for future reference and tracking
E-28.02.12P	interpret diagnostic results to determine next steps	diagnostic results are interpreted to determine next steps

Range of Variables

symptoms of problems include:noise, inter-axle differential lock not working, no drive, external leaks, excessive heat, contaminated oil
tools and equipment include: temperature gauges, dial indicators
manufacturers’ service information include: specifications, recommendations, procedures, standards
conditions include: wear, damage, defects, failure, incorrect backlash, incorrect preload, fluid contamination, water in oil, metal attached to drain plug
tests and measurements include: end play, backlash, trunnion fore and aft movement, preload, thrust pin clearance, wet brake wear, oil sample analysis
components include: seals, axles, gaskets, hubs, bearings, spindles, shafts, crown and pinion sets, spider gears, sun gears, limited slip and differential lockups, coolers, lines, pumps, component control systems, breathers, trunnions, shims, adjustment nuts
next steps include: repairs, component replacement or adjustment, further diagnosis

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-28.02.01L	demonstrate knowledge of drive axles and differentials, their components, consumables, characteristics, applications and operation	identify types of drive axles, their components and consumables, and describe their characteristics and applications
		identify types of differentials, their components and consumables, and describe their characteristics and applications
		describe operating principles of drive axles and differentials
		interpret information pertaining to drive axles and differentials found in manufacturers’ service information
		identify different weight ratings and gear ratios
		identify types, viscosity and quality of fluids, additives and lubricants, and describe their characteristics and applications
E-28.02.02L	demonstrate knowledge of procedures to diagnose drive axles and differentials, and their components	identify tools and equipment used to diagnose drive axles and differentials, and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to diagnose drive axles and differentials and their components
		describe common causes and symptoms of problems
		describe procedures to inspect drive axles and differentials, and their components
		describe procedures to test drive axles and differentials, and their components
		describe procedures to diagnose drive axles and differentials, and their components
		identify conditions found while diagnosing drive axles and differentials and their components
		identify steps for failure analysis
		identify materials that can be reconditioned or reused
E-28.02.03L	demonstrate knowledge of emerging technologies and practices related to drive axles and differentials	identify effects of hybrid and all-electric equipment on drive axles and differentials

Range of Variables

components include: seals, axles, gaskets, hubs, bearings, spindles, shafts, crown and pinion sets, spider gears, sun gears, limited slip and differential lockups, coolers, lines, pumps, component control systems, breathers, trunnions, shims, adjustment nuts
consumables include: fluids, additives, grease, filters
types of drive axles include: semi-floating, full floating, oscillating, planetary drive (inboard/outboard)
types of differentials include: locking, limited slip, open
manufacturers’ service information include: specifications, recommendations, procedures, standards
tools and equipment include: temperature gauges, dial indicators
hazards include: sharp edges, fluid spills, crush/pinch points, hazardous materials
symptoms of problems include:noise, inter-axle differential lock not working, no drive, external leaks, excessive heat, contaminated oil
conditions include: wear, damage, defects, failure, incorrect backlash, incorrect preload, fluid contamination, water in oil, metal attached to drain plug

E-28.03 - Repairs drive axles and differentials

E-28.03 - Repairs drive axles and differentials
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-28.03.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-28.03.02P	release and isolate stored energy in components	stored energy is released and isolated in components according to manufacturers’ service information
E-28.03.03P	clean components	components are cleaned according to manufacturers’ service information
E-28.03.04P	remove, disassemble and inspect components for conditions	components are removed, disassembled and inspected for conditions according to manufacturers’ service information
E-28.03.05P	select parts and materials	parts and materials are selected according to repair requirements and manufacturers’ service information
E-28.03.06P	replace components	components are replaced according to manufacturers’ service information
E-28.03.07P	repair components	components are repaired following repair sequence according to manufacturers’ service information
E-28.03.08P	reassemble components and perform measurements	components are reassembled and measurements are performed according to manufacturers’ service information
E-28.03.10P	adjust components and parts	components and parts are adjusted according to manufacturers’ service information
E-28.03.11P	verify repairs	repairs are verified using methods according to manufacturers’ service information
E-28.03.12P	document repairs	repairs are documented according to manufacturers’ requirements for warranty, liability, future reference and tracking

Range of Variables

tools and equipment include: manufacturers’ specialty tools, measuring tools, hand tools, pullers, torque wrenches, presses, heating and cooling equipment, lifting equipment
manufacturers’ service information include: specifications, recommendations, procedures, standards
components include: seals, axles, gaskets, hubs, bearings, spindles, shafts, crown and pinion sets, spider gears, sun gears, limited slip and differential lockups, coolers, lines, pumps, component control systems, breathers, trunnions
conditions include: damage, defect, wear, failure, leaks
parts and materials include: gaskets, sealants, fastening devices, shims, bearings, seals
methods include: using marking paste, dial indicators, spring scale

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-28.03.01L	demonstrate knowledge of drive axles and differentials, their components, consumables, characteristics, applications and operation	identify types of drive axles, their components and consumables, and describe their characteristics and applications
		identify types of differentials, their components and consumables, and describe their characteristics and applications
		describe operating principles of drive axles and differentials
		interpret information pertaining to drive axles and differentials found in manufacturers’ service information
		identify different weight ratings and gear ratios
		identify types, viscosity and quality of fluids, additives and lubricants, and describe their characteristics and applications
		identify differential lock methods, and describe their characteristics and applications
E-28.03.02L	demonstrate knowledge of procedures to repair drive axles and differentials, and their components	identify tools and equipment used to repair drive axles and differentials, and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to repair drive axles and differentials, and their components
		describe procedures to remove, disassemble, assemble and inspect components
		describe procedures to replace, rebuild, or repair components
		describe procedures to adjust components
		describe procedures to recycle and dispose of components
		describe methods to verify repairs
		identify materials that can be reconditioned or reused
E-28.03.03L	demonstrate knowledge of emerging technologies and practices related to drive axles and differentials	identify effects of hybrid and all-electric equipment on drive axles and differentials

Range of Variables

components include: seals, axles, gaskets, hubs, bearings, spindles, shafts, crown and pinion sets, spider gears, sun gears, limited slip and differential lockups, coolers, lines, pumps, component control systems, breathers, trunnions
consumables include: fluids, additives, grease, filters
types of drive axles include: semi-floating, full floating, oscillating, planetary drive (inboard, outboard)
types of differentials include: locking, limited slip, open
manufacturers’ service information include: specifications, recommendations, procedures, standards
differential lock methods include: air, all-electric, hydraulic, mechanical (limited slip)
tools and equipment include: manufacturers’ specialty tools, measuring tools, hand tools, pullers, torque wrenches, presses, heating and cooling equipment, lifting equipment
hazards include: sharp edges, fluid spills, crush/pinch points, falling objects, stored energy
rebuild includes: setting and adjusting preload and backlash, checking and adjusting crown and pinion gear tooth pattern
methods include: using marking paste, dial indicators, spring scale

Task E-29 Services, diagnoses and repairs final drive systems

Task Descriptor

The final drive system provides the final gear reduction to increase torque and reduce speed to the final output.

Heavy duty equipment technicians must be able to service, diagnose and repair final drive systems including planetary, chain, and bull and pinion systems.

E-29.01 - Services final drive systems

E-29.01 - Services final drive systems
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-29.01.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-29.01.02P	release and isolate stored energy in components	stored energy is released and isolated in components according to manufacturers’ service information
E-29.01.03P	clean components	components are cleaned according to manufacturers’ service information
E-29.01.04P	perform sensory inspections	sensory inspections are performed to identify leaks and worn, damaged and defective components
E-29.01.05P	check oil level and inspect oil and plug condition	oil level is checked, and oil and plug condition is inspected during scheduled maintenance for irregularities according to manufacturers’ service information
E-29.01.06P	collect oil sample for analysis	oil sample is collected and analyzed according to manufacturers’ service information
E-29.01.07P	remove and replace consumables	consumables are removed and replaced according to manufacturers’ service information
E-29.01.08P	recycle and dispose of consumables	consumables are recycled and disposed of according to jurisdictional regulations
E-29.01.09P	lubricate components	components are lubricated according to manufacturers’ service information
E-29.01.10P	document service information	service information is documented according to manufacturers’ requirements for warranty, and for future reference and tracking

Range of Variables

manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
components(to be cleaned) include: drain plugs, filters, magnets
sensory inspections include: looking for water and fuel discolouration, smelling for odours such as burnt oil
irregularities include: material, metal attached to drain plug, water in oil, contaminants
consumables include: oil, additives, filters, breathers
components include: bearings, gears, seals, gaskets, shafts, covers, housings, chains, sprockets

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-29.01.01L	demonstrate knowledge of final drive systems, their components, consumables, characteristics, applications and operation	identify types of final drive systems, their components and consumables, and describe their characteristics and applications
		describe operating principles of final drive systems
		interpret information pertaining to final drive systems found in manufacturers’ service information
		identify types, viscosity and quality of oils, additives and lubricants, and describe their characteristics and applications
		identify different gear ratios and calculations used to determine ratios
E-29.01.02L	demonstrate knowledge of procedures to service final drive systems, and their components and consumables	identify tools and equipment used to service final drive systems, and their components and consumables, and describe their applications and procedures for use
		identify hazards and describe safe work practices to service final drive systems, and their components and consumables
		describe procedures to release and isolate stored energy
		describe procedures to inspect final drive systems, their components and consumables
		describe procedures to clean final drive systems components
		describe procedures to remove, replace, service, recycle and dispose of final drive system consumables
E-29.01.03L	demonstrate knowledge of emerging technologies and practices related to final drive systems	identify effects of hybrid and all-electric equipment on final drive systems

Range of Variables

components include: bearings, gears, seals, gaskets, shafts, covers, housings, chains, sprockets
consumables include: oil, additives, filters, breathers
types of final drive systems include: planetary (inboard, outboard), bull and pinion, chain
manufacturers’ service information includes: maintenance schedule, specifications, recommendations, procedures, standards
hazards include: burns, oil spills, crush/pinch points
components(to be cleaned) include: drain plugs, filters, magnets

E-29.02 - Diagnoses final drive systems

E-29.02 - Diagnoses final drive systems
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-29.02.01P	identify symptoms of problems	symptoms of problems are identified by consulting with customer or operator
E-29.02.02P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-29.02.03P	perform sensory inspections	sensory inspections are performed to identify conditions
E-29.02.04P	verify complaint and expected performance	complaint and expected performance is verified by comparing equipment operation to manufacturers’ service information
E-29.02.05P	perform diagnostic procedures and operational test	diagnostic procedures and operational test are performed according to manufacturers’ service information
E-29.02.06P	verify diagnosis	diagnosis is verified by interpretingoperational test results and comparing them to manufacturers’ service information or expected values
E-29.02.07P	clean components	components are cleaned according to manufacturers’ service information
E-29.02.08P	remove and disassemble components to identify or confirm problem	components are removed and disassembled to identify or confirm problem
E-29.02.09P	inspect components for conditions	components are inspected for conditions according to manufacturers’ service information
E-29.02.10P	perform measurements	measurements are performed and compared with manufacturers’ service information
E-29.02.11P	perform failure analysis	failure analysis is performed to determine root cause of failure
E-29.02.12P	document test results and inspection findings	test results and inspection findings are documented according to manufacturers’ requirements for warranty, and for future reference and tracking
E-29.02.13P	interpret diagnostic results to determine next steps	diagnostic results are interpreted to determine next steps

Range of Variables

symptoms of problems include:noise, no drive, external leaks, excessive heat
tools and equipment include: hand tools, shop tools, blocking equipment, temperature gauges, manufacturer-specific tools
manufacturers’ service information include: specifications, recommendations, procedures, standards
conditions include: wear, damage, defects, failure, incorrect backlash, incorrect preload, leaks, oil contamination
components include: bearings, gears, seals, gaskets, shafts, covers, housings, chains, sprockets
measurements include: shim pack thickness
diagnostic results include: oil sample analysis results, wear patterns, contamination trends
next steps include: repairs, component replacement or adjustment, further diagnosis

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-29.02.01L	demonstrate knowledge of final drive systems, their components, consumables, characteristics, applications and operation	identify types of final drive systems, their components and consumables, and describe their characteristics and applications
		describe operating principles of final drive systems
		interpret information pertaining to final drive systems found in manufacturers’ service information
		identify types, viscosity and quality of oils, additives and lubricants, and describe their characteristics and applications
E-29.02.02L	demonstrate knowledge of procedures to diagnose final drive systems, and their components	identify tools and equipment used to diagnose final drive systems, and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to diagnose final drive systems and their components
		describe common causes and symptoms of problems
		describe procedures to inspect final drive systems and their components
		describe procedures to test final drive systems and their components
		describe procedures to diagnose final drive systems and their components
		identify conditions found while diagnosing final drive systems and their components
		identify steps for failure analysis
		identify materials that can be reconditioned or reused
E-29.02.03L	demonstrate knowledge of emerging technologies and practices related to final drive systems	identify effects of hybrid and all-electric equipment on final drive systems

Range of Variables

components include: bearings, gears, seals, gaskets, shafts, covers, housings, chains, sprockets
consumables include: oil, additives, filters, breathers
types of final drive systems include: planetary (inboard, outboard), bull and pinion, chain
manufacturers’ service information include: specifications, recommendations, procedures, standards
tools and equipment include: hand tools, shop tools, blocking equipment, temperature gauges, manufacturer-specific tools
hazards include: burns, oil spills, crush/pinch points, wheel and track assembly removal hazards, unexpected equipment movement
symptoms of problems include:noise, no drive, external leaks, excessive heat
conditions include: wear, damage, defects, failure, incorrect backlash, incorrect preload, leaks, oil contamination

E-29.03 - Repairs final drive systems

E-29.03 - Repairs final drive systems
NL	NS	PE	NB	QC	ON	MB	SK	AB	BC	NT	YT	NU
yes	yes	yes	yes	yes	yes	yes	yes	yes	yes	NV	NV	NV

Skills
Reference Code	Performance Criteria	Evidence of Attainment
E-29.03.01P	select and use tools and equipment	tools and equipment are selected and used according to task and manufacturers’ service information
E-29.03.02P	release and isolate stored energy in components	stored energy is released and isolated in components according to manufacturers’ service information
E-29.03.03P	clean components	components are cleaned according to manufacturers’ service information
E-29.03.04P	remove, disassemble and inspect components for conditions	components are removed, disassembled and inspected for conditions according to manufacturers’ service information
E-29.03.05P	select parts and materials	parts and materials are selected according to repair requirements and manufacturers’ service information
E-29.03.06P	replace components and consumables	components and consumables are replaced according to manufacturers’ service information
E-29.03.07P	repair components	components are repaired following repair sequence according to manufacturers’ service information
E-29.03.08P	reassemble and install components, and perform measurements	components are reassembled and installed, and measurements are performed according to manufacturers’ service information
E-29.03.09P	set and adjust preload, endplay and backlash	preload, endplay and backlash are set andadjusted according to manufacturers’ service information
E-29.03.10P	verify repairs	repairs are verified using methods according to manufacturers’ service information
E-29.03.11P	document repairs	repairs are documented according to manufacturers’ requirements for warranty, liability, future reference and tracking

Range of Variables

tools and equipment include: manufacturers’ specialty tools, measuring tools, hand tools, pullers, torque wrenches, presses, heating and cooling equipment, blocking and lifting equipment
manufacturers’ service information include: specifications, recommendations, procedures, standards
components include: bearings, gears, seals, gaskets, shafts, covers, housings, chains, sprockets
conditions include: damage, defect, wear, failure, leaks
parts and materials include: gaskets, sealants, fastening devices, bearings, seals, shims
consumables include: oil, additives, filters, breathers
methods include: using dial indicators, spring scale, torque wrenches

Knowledge
Reference Code	Learning Outcomes	Learning Objectives
E-29.03.01L	demonstrate knowledge of final drive systems, their components, consumables, characteristics, applications and operation	identify types of final drive systems, their components and consumables, and describe their characteristics and applications
		describe operating principles of final drive systems
		interpret information pertaining to final drive systems found in manufacturers’ service information
		identify types, viscosity and quality of oils, additives and lubricants, and describe their characteristics and applications
E-29.03.02L	demonstrate knowledge of procedures to repair final drive systems and their components	identify tools and equipment used to repair final drive systems and their components, and describe their applications and procedures for use
		identify hazards and describe safe work practices to repair final drive systems and their components
		describe procedures to remove, disassemble, assemble and inspect components
		describe procedures to replace or repair components
		describe procedures to adjust components
		describe procedures to recycle and dispose of components
		describe methods to verify repairs
		identify materials that can be reconditioned or reused
E-29.03.03L	demonstrate knowledge of emerging technologies and practices related to final drive systems	identify effects of hybrid and all-electric equipment on final drive systems

Range of Variables

components include: bearings, gears, seals, gaskets, shafts, covers, housings, chains, sprockets
types of final drive systems include: planetary (inboard/outboard), bull and pinion, chain
manufacturers’ service information include: specifications, recommendations, procedures, standards
tools and equipment include: manufacturers’ specialty tools, measuring tools, hand tools, pullers, torque wrenches, presses, heating and cooling equipment, blocking and lifting equipment
hazards include: burns, oil spills, crush/pinch points, falling objects, stored energy, wheel and track assembly removal hazards, unexpected equipment movement
methods include: using dial indicators, spring scale, torque wrenches

Major Work Activity E - Services, diagnoses and repairs drivetrain systems

Table of Contents

Task E-23 Services, diagnoses and repairs clutches

Task Descriptor

E-23.01 - Services clutches

Range of Variables

Range of Variables

E-23.02 - Diagnoses clutches

Range of Variables

Range of Variables

E-23.03 - Repairs clutches

Range of Variables

Range of Variables

Task E-24 Services, diagnoses and repairs torque converters, fluid couplers and hydraulic retarders

Task Descriptor

E-24.01 - Services torque converters, fluid couplers and hydraulic retarders

Range of Variables

Range of Variables

E-24.02 - Diagnoses torque converters, fluid couplers and hydraulic retarders

Range of Variables

Range of Variables

E-24.03 - Repairs torque converters, fluid couplers and hydraulic retarders

Range of Variables

Range of Variables

Task E-25 Services, diagnoses and repairs manual transmissions and transfer cases

Task Descriptor

E-25.01 - Services manual transmissions and transfer cases

Range of Variables

Range of Variables

E-25.02 - Diagnoses manual transmissions and transfer cases

Range of Variables

Range of Variables

E-25.03 - Repairs manual transmissions and transfer cases

Range of Variables

Range of Variables

Task E-26 Services, diagnoses and repairs automatic and powershift transmissions

Task Descriptor

E-26.01 - Services automatic and powershift transmissions

Range of Variables

Range of Variables

E-26.02 - Diagnoses automatic and powershift transmissions

Range of Variables

Range of Variables

E-26.03 - Repairs automatic and powershift transmissions

Range of Variables

Range of Variables

Task E-27 Services, diagnoses and repairs driveline systems

Task Descriptor

E-27.01 - Services driveline systems

Range of Variables

Range of Variables

E-27.02 - Diagnoses driveline systems

Range of Variables

Range of Variables

E-27.03 - Repairs driveline systems

Range of Variables

Range of Variables

Task E-28 Services, diagnoses and repairs drive axles and differentials

Task Descriptor

E-28.01 - Services drive axles and differentials

Range of Variables

Range of Variables

E-28.02 - Diagnoses drive axles and differentials

Range of Variables

Range of Variables

E-28.03 - Repairs drive axles and differentials

Range of Variables

Range of Variables

Task E-29 Services, diagnoses and repairs final drive systems

Task Descriptor

E-29.01 - Services final drive systems

Range of Variables

Range of Variables

E-29.02 - Diagnoses final drive systems

Range of Variables

Range of Variables

E-29.03 - Repairs final drive systems

Range of Variables

Range of Variables