Table of Contents
Task F-23 Performs preventative and predictive maintenance
Task Descriptor
Industrial mechanics (millwrights) may perform preventative and predictive maintenance tasks to ensure functional and consistent performance of machinery and equipment.
Preventative maintenance involves the routine scheduling of maintenance activities based on past history and manufacturers’ recommendations as well as jurisdictional regulations. It is done to increase reliability of the equipment.
Predictive maintenance involves the application of predictive maintenance technologies for early detection of equipment defects that could lead to unplanned downtime or unnecessary expenditures.
This may include vibration analysis, balancing and alignment, NDT and fluid analysis. It is important to perform these tasks to optimize longevity and reliability of the equipment.
F-23.01 - Performs preventative maintenance activities
F-23.01 - Performs preventative maintenance activities
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-23.01.01P |
perform sensory inspections of equipment and components |
sensory inspections of equipment and components are performed at predetermined scheduled intervals to detect defects |
| F-23.01.02P |
perform hands-on inspections |
hands-on inspections of equipment and components are performed |
| F-23.01.03P |
check system condition |
components with defects are repaired, replaced or maintained according to site and manufacturers’ specifications, and jurisdictional regulations |
| F-23.01.04P |
check condition, level and temperature of fluids |
condition, level and temperature of fluids are checked according to site and manufacturers’ specifications, and jurisdictional regulations |
| F-23.01.05P |
lubricate components |
components are lubricated according to site and manufacturers’ specifications, and jurisdictional regulations |
| F-23.01.06P |
record information for future equipment evaluation and repair |
information for future equipment evaluation and repair is recorded |
| F-23.01.07P |
review collected data |
collected data is reviewed to determine suitable maintenance scope and schedules |
Range of Variables
- sensory inspections include: visual, auditory, feel, smell
- components include: filters, sight glasses, packing, seals, bearings, gaskets, belts, chains, tie rods
- defects include: change in pitch, rattling, cracks, loose bolts, leaks
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-23.01.01L |
demonstrate knowledge of preventative maintenance |
define terminology associated with preventative maintenance |
| interpret jurisdictional regulations, site and manufacturers' specifications pertaining to preventative maintenance procedures |
| identify tools and equipment used for preventative maintenance, and describe their applications and procedures |
| identify types of maintenance and describe their purpose and applications |
| identify sources of information used to develop maintenance history |
| F-23.01.02L |
demonstrate knowledge of the procedures used to perform preventative maintenance |
identify preventative maintenance practices, and describe their applications |
| describe the procedures used to perform preventative maintenance activities |
| describe the procedures used to record preventative maintenance data |
| describe the procedures used to schedule preventative maintenance activities |
| F-23.01.03L |
demonstrate knowledge of safety practices related to preventative maintenance procedures |
identify hazards and describe safe work practices pertaining to preventative maintenance procedures |
Range of Variables
- tools and equipment include: hand tools, gauges, strobe lights
- types of maintenance include: breakdown, preventative, predictive, proactive, corrective, RCM
- sources of information used to develop maintenance history include: reports, checklists, manufacturers’ specifications, root cause analysis, equipment history (work order)
- preventative maintenance practices include: non-destructive testing, fluid analysis, balancing, thermography, motor current analysis, reactive, scheduled overhauls, scheduled replacement, running preventative maintenance (PM’s)
- safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations
F-23.02 - Performs vibration analysis procedures
F-23.02 - Performs vibration analysis procedures
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-23.02.01P |
select vibration analysis equipment |
vibration analysis equipment is selected according to application, site specifications and jurisdictional regulations |
| F-23.02.02P |
install the necessary manufacturer components |
necessary manufacturer components are installed to achieve consistent readings at predetermined access points |
| F-23.02.03P |
set parameters to use vibration analysis equipment |
parameters of vibration analysis equipment for desired data collection are set according to site and manufacturers' specifications |
| F-23.02.04P |
collect readings at consistent points across rotating and non-rotating equipment |
readings are collected at consistent points across rotating and non-rotating equipment |
| F-23.02.05P |
identify vibration frequencies related to type of components on which data is being collected |
vibration frequencies related to type of components on which data is being collected are identified |
| F-23.02.06P |
identify causes of vibration |
causes of vibration are identified based on interpretation of data collected |
Range of Variables
- application includes: overall vibration analysis
- causes of vibration include: eccentricity, misalignment, shaft faults, mechanical looseness, mechanical frequencies, natural frequencies, imbalance
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-23.02.01L |
demonstrate knowledge of the procedures used to perform vibration analysis |
define terminology associated with vibration analysis |
| identify tools and equipment used for vibration analysis and describe their applications and procedures |
| identify and interpret sources of information pertaining to vibration analysis |
| identify causes of vibration |
| identify vibration analysis methods and describe their applications |
| describe the procedures used to perform vibration analysis |
| record and interpret data collected using vibration analysis equipment |
| F-23.02.02L |
demonstrate knowledge of safety practices related to vibration analysis |
identify hazards and describe safe work practices pertaining to vibration analysis |
Range of Variables
- tools and equipment include: data collector, probes, vibration pen, strobe, online monitor, transducers
- sources of information pertaining to vibration analysis include: manufacturers’ specifications, vibration standards and charts, Canadian Machinery Vibration Association (CMVA) interpretations and guidelines
- causes of vibration include: eccentricity, misalignment, shaft faults, mechanical looseness, mechanical frequencies, natural frequencies, imbalance
- safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations
F-23.03 - Performs balancing procedures
F-23.03 - Performs balancing procedures
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-23.03.01P |
inspect equipment |
equipment is inspected for defects according to site and manufacturers’ specifications, and jurisdictional regulations |
| F-23.03.02P |
clean equipment |
equipment is cleaned to confirm if balancing is necessary |
| F-23.03.03P |
identify type of imbalance in equipment |
type of imbalance in equipment is identified to determine corrective action needed |
| F-23.03.04P |
use balancing equipment |
balancing equipment is used to determine location of imbalance |
| F-23.03.05P |
add or remove specific weights at identified locations |
specific weights at identified locations are added or removed according to site and manufacturers’ specifications, and jurisdictional regulations |
Range of Variables
- defects include: broken fins, bent shafts, missing weights, loose fit, worn components
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-23.03.01L |
demonstrate knowledge of balancing procedures |
define terminology associated with balancing |
| identify tools and equipment required for balancing and describe their applications and procedures |
| identify and interpret sources of information pertaining to balancing |
| identify the conditions of imbalance and describe their characteristics |
| identify the types of balancing methods and describe their applications |
| describe balancing procedures |
| perform calculations required for balancing |
| F-23.03.02L |
demonstrate knowledge of safety practices related to balancing procedures |
identify hazards and describe safe work practices pertaining to balancing procedures |
Range of Variables
- tools and equipment include: hand tools, weights, polar graphing charts, protractor, balancing equipment (hand-held devices, shop balancing machines, knife edges, strobe)
- sources of information pertaining to balancing include: manufacturers’ specifications, vibration standards and charts, Canadian Machinery Vibration Association (CMVA) interpretations and guidelines
- conditions of imbalance include: static, couple, quasi-static, dynamic
- balancing methods include: single-plane, multi-plane
- balancing procedures include: static, dynamic, multi-plane
- safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations
F-23.04 - Performs non-destructive testing (NDT) procedures
F-23.04 - Performs non-destructive testing (NDT) procedures
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-23.04.01P |
prepare the component for testing |
component is prepared for testing to avoid false readings |
| F-23.04.02P |
select NDT method based on component characteristics |
NDT method is selected based on component characteristics to detect defects according to site and manufacturers’ specifications, and jurisdictional regulations |
Range of Variables
- component characteristics include: ferrous, non-ferrous, hardness, ductility, composition, malleability, material thickness
- defects include: cracks, thin walls, inclusions
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-23.04.01L |
demonstrate knowledge of the procedures used to perform NDT methods |
define terminology associated with NDT methods |
| demonstrate an awareness of jurisdictional regulations pertaining to NDT methods |
| identify tools and equipment used for NDT methods, and describe their applications and procedures |
| identify types of NDT methods and describe their applications |
| describe the procedures used to perform NDT methods |
| record and interpret data collected using NDT methods |
| F-23.04.02L |
demonstrate knowledge of safety practices related to NDT methods |
identify hazards and describe safe work practices pertaining to NDT methods |
Range of Variables
- non-destructive testing methods include: dye penetrant, magnetic particle, radiography, ultrasonic, visual, thermography, air or water pressure testing, eddy current analysis
- tools and equipment include: hand tools, dye penetrant tool kit, ultrasonic thickness tester, thermographic camera, pressure gauges
F-23.05 - Performs fluid analysis procedures
F-23.05 - Performs fluid analysis procedures
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-23.05.01P |
perform sensory inspections of fluid condition |
sensory inspections of fluid condition is performed to detect defects |
| F-23.05.02P |
determine location and frequency of sample collection |
location and frequency of sample collection is determined according to site and manufacturers’ specifications, and jurisdictional regulations |
| F-23.05.03P |
interpret test report information |
test report information is interpreted |
| F-23.05.04P |
direct information for corrective action |
information for corrective action is directed from test report information according to site and manufacturers’ specifications, and jurisdictional regulations |
Range of Variables
- defects include: change in colour and odour, presence of sludge, impurities, too hot or too cold
- test report information includes: contamination, abnormal viscosity, wear particles, corrective actions
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-23.05.01L |
demonstrate knowledge of fluid analysis |
define terminology associated with fluid analysis |
| interpret fluid sampling results according to jurisdictional regulations |
| identify tools and equipment used for fluid sampling, and describe their applications and procedures |
| identify fluid contaminants and describe their causes and remedies |
| F-23.05.02L |
demonstrate knowledge of the procedures used to collect and test fluid samples |
describe the procedures used to collect and test fluid samples from systems |
| record and interpret data from fluid analysis |
| F-23.05.03L |
demonstrate knowledge of safety practices related to fluid sampling |
identify hazards and describe safe work practices pertaining to fluid sampling |
Range of Variables
- tools and equipment include: hot plate, viscometer (viscosimeter), litmus paper, infrared, sample bottles, hand tools
- safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations
F-23.06 - Performs predictive maintenance activities
F-23.06 - Performs predictive maintenance activities
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-23.06.01P |
select specialized tools and equipment |
specialized tools and equipment are selected based on their applications, limitations, and accuracy of the result |
| F-23.06.02P |
select NDT methods |
NDT method is selected based on the characteristics of the component being tested |
| F-23.06.03P |
detect faults, frequencies or defects in machine components |
faults, frequencies or defects in the machine components are detected by reviewing historical data |
| F-23.06.04P |
record information for future equipment evaluation and repair |
information for future equipment evaluation and repair is recorded |
| review collected data |
collected data is reviewed to determine suitable maintenance scope and schedules |
Range of Variables
- tools and equipment include: hand tools, dye penetrant tool kit, ultrasonic thickness tester, thermographic camera, pressure gauges, vibration analysis tools, balancing tools
- non-destructive testing methods include: dye penetrant, magnetic particle, radiography, ultrasonic, visual, thermography, air or water pressure testing
- historical data includes: spectrums, graphs, logbooks, lab reports, images, work order history, inspection reports
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-23.06.01L |
demonstrate knowledge of predictive maintenance procedures |
define terminology associated with predictive maintenance |
| interpret site and manufacturers' specifications and jurisdictional regulations pertaining to predictive maintenance procedures |
| identify tools and equipment used for predictive maintenance, and describe their applications and procedures |
| identify types of maintenance and describe their purpose and applications |
| identify sources of information used to develop maintenance history |
| F-23.06.02L |
demonstrate knowledge of the procedures used to perform predictive maintenance |
identify predictive maintenance practices and describe their applications |
| describe the procedures used to schedule predictive maintenance activities |
| describe the procedures used to perform predictive maintenance activities |
| describe the procedures used to record predictive maintenance data |
| F-23.06.03L |
demonstrate knowledge of safety practices related to predictive maintenance procedures |
identify hazards and describe safe work practices pertaining to predictive maintenance procedures |
Range of Variables
- tools and equipment include: hand tools, dye penetrant tool kit, ultrasonic thickness tester, thermographic camera, pressure gauges, vibration analysis tools, balancing tools
- types of maintenance include: breakdown, preventive, predictive, proactive, corrective
- sources of information used to develop maintenance history include: reports, checklists, manufacturers’ specifications, root cause analysis, spectrums, graphs, logbooks, lab reports, images, work order history, inspection reports
- predictive maintenance practices include: vibration analysis, non-destructive testing, fluid analysis, balancing, thermography, motor current analysis, ultrasonic
- safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations
Task F-24 Commissions and decommissions equipment
Task Descriptor
After installation or repair, industrial mechanics (millwrights) commission equipment to ensure that it operates to specifications. Steps include startup, assessment and adjustment, and determining baseline operating specifications when necessary. Once a piece of equipment is removed from active service, a formal process of decommissioning is required.
F-24.01 - Commissions systems and components
F-24.01 - Commissions systems and components
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-24.01.01P |
review information sources and documentation |
checklist is developed or followed according to information sources and documentation |
| F-24.01.02P |
review mechanical system and component checklist |
mechanical system and component checklist is reviewed to ensure that all procedures have been completed according to engineering and manufacturers’ specifications |
| F-24.01.03P |
review fluid power system and component checklist |
fluid power system checklist is reviewed to ensure that all procedures have been completed according to engineering and manufacturers’ specifications |
| F-24.01.04P |
check mechanical systems safety components |
mechanical systems safety components are checked according to site and manufacturers’ specifications, and jurisdictional regulations |
| F-24.01.05P |
check fluid power systems safety components |
fluid power systems safety components are checked according to site and manufacturers' specifications and jurisdictional regulations |
| F-24.01.06P |
start up systems and equipment |
systems and equipment are started up and run-in according to site and manufacturers’ specifications, and jurisdictional regulations |
| F-24.01.07P |
perform monitoring activities |
monitoring activities are performed according to site and manufacturers’ specifications, and jurisdictional regulations |
| F-24.01.08P |
confirm alignment of equipment and components |
alignment of equipment and components are confirmed before and after manufacturers’ recommended run-in period |
| F-24.01.09P |
perform and record baseline readings |
baseline readings are performed and recorded according to site and manufacturers’ specifications, and jurisdictional regulations |
Range of Variables
- information sources and documentation include: manufacturers’ specifications, operating parameters, jurisdictional codes and regulations
- safety components include: guards, emergency stops, interlocks, over speed trips, pressure relief
- monitoring activities include: packing adjustments, re-torque bolts, alignments, fluid levels, temperature, vibration
- alignment includes: hot alignment, cold alignment, static
- baseline readings include: vibration, temperature, fluid levels, ultrasound
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-24.01.01L |
demonstrate knowledge of commissioning and its purpose |
define terminology associated with commissioning |
| explain the purpose of commissioning and identify the types of mechanical systems and components |
| explain the purpose of commissioning and identify the types of fluid power systems and components |
| interpret information sources and documentation pertaining to commissioning |
| F-24.01.02L |
demonstrate knowledge of safety practices related to commissioning |
identify hazards and describe safe work practices pertaining to commissioning mechanical systems and components |
| identify hazards and describe safe work practices pertaining to the commissioning of fluid power systems and components |
| F-24.01.03L |
demonstrate knowledge of the procedures used to commission systems and components |
describe the procedures used to commission mechanical systems and components |
| describe the procedures used to commission fluid power systems and components |
Range of Variables
- mechanical systems and components include: internal combustion engines, electric motors, conveying systems, positive displacement pumps, centrifugal pumps, reciprocating compressors, gear drives, turbines
- fluid power systems and components include: hydraulic, pneumatic, vacuum
- safety components include: guards, emergency stops, interlocks, over speed trips, pressure relief
- information sources and documentation include: manufacturers’ specifications, operating parameters, jurisdictional codes and regulations
- safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations
F-24.02 - Decommissions systems and components
F-24.02 - Decommissions systems and components
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Skills
| Reference Code |
Performance Criteria |
Evidence of Attainment |
| F-24.02.01P |
review information sources and documentation |
checklist is developed or followed according to information sources and documentation |
| F-24.02.02P |
perform decontamination procedures |
follow-up decommissioning checklist is complete according to site and manufacturers’ specifications, and jurisdictional regulations |
| F-24.02.03P |
sort, recycle and dispose of materials |
materials are sorted, recycled and disposed of according to site and manufacturers’ specifications, and jurisdictional regulations |
| F-24.02.04P |
perform decommissioning |
decommissioning is performed according to site and manufacturers’ specifications, and jurisdictional regulations |
| F-24.02.05P |
record decommissioning |
decommissioning is recorded according to site and manufacturers’ specifications, and jurisdictional regulations |
Range of Variables
- information sources and documentation include: manufacturers’ specifications, operating parameters, jurisdictional codes and regulations (TDG, WHMIS, environmental assessment)
- materials include: petro chemicals, effluents, hazardous waste, ferrous and non-ferrous metals
- decommissioning includes: disassembly, removal of components, removal of machines
Knowledge
| Reference Code |
Learning Outcomes |
Learning Objectives |
| F-24.02.01L |
demonstrate knowledge of decommissioning and its purpose |
define terminology associated with decommissioning |
| explain the purpose of decommissioning and identify the types of systems and components that need to be decommissioned |
| interpret information sources and documentation pertaining to the decommissioning of systems, components and parts |
| F-24.02.02L |
demonstrate knowledge of safety practices related to decommissioning systems or components |
identify hazards and describe safe work practices pertaining to decommissioning systems or components |
| F-24.02.03L |
demonstrate knowledge of the procedures used to decommission systems and components |
describe the procedures used to decommission mechanical systems and components |
| describe the procedures used to decommission fluid power systems and components |
| describe the procedures used to conduct an environmental assessment |
Range of Variables
- information sources and documentation include: manufacturers’ specifications, operating parameters, jurisdictional codes and regulations (transportation of dangerous goods (TDG), WHMIS, environmental assessment)
- safe work practices include: company policies, site procedures, jurisdictional regulations, manufacturers’ recommendations
- mechanical systems and components include: internal combustion engines, electric motors, conveying systems, positive displacement pumps, centrifugal pumps, reciprocating compressors, gear drives
- fluid power systems include: hydraulic, pneumatic, vacuum