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Servicing and maintaining or commissioning door, gate or shutter systems in the workplace

Reference
M/617/2537
Level
Level 2
Credit Value
21
Guided Learning Hours
100
Grading Type
Pass/Fail
Aim
The aim of this unit is to illustrate the skills, knowledge and understanding required to confirm competence in servicing and maintaining or commissioning door, gate or shutter systems in the workplace within the relevant sector of industry.


Learning Outcomes Assessment Criteria
The Learner Will The Learner Can
1

Interpret the given information relating to the work and resources when servicing, maintaining or commissioning door, gate or shutter systems.

  • 1.1 - Interpret and extract relevant information from drawings, specifications, schedules, methods statements, risk assessments and manufacturers' information. 
  • 1.2 - Comply with information and/or instructions derived from risk assessments and method statements.
  • 1.3 - Describe the organisational procedures developed to report and rectify inappropriate information and unsuitable resources and how they are implemented.
  • 1.4 - Describe different types of information, their source and how they are interpreted in relation to:
    –drawings, specifications, schedules, method statements, risk assessments, manufacturers' information, official guidance and current regulations governing buildings and official guidance associated with door, gate and shutter systems. 
2

Know how to comply with relevant legislation and official guidance when servicing, maintaining or commissioning door, gate or shutter systems.

  • 2.1 - Describe their responsibilities regarding potential accidents, health hazards, whilst working:
    – in the workplace, below ground level, in confined spaces, at height, with tools and equipment, with materials and substances, with movement and storage of materials by manual handling and mechanical lifting. 
  • 2.2 - Describe the organisational security procedures for tools, equipment and personal belongings in relation to site, workplace, company, operative and vehicles.
  • 2.3 - Explain what the accident reporting procedures are and who is responsible for making reports.
3

Maintain safe and healthy working practices when servicing, maintaining or commissioning door, gate or shutter systems.

  • 3.1 - Use health and safety control equipment safely and comply with the methods of work to carry out the activity in accordance with current legislation and organisational requirements when servicing, maintaining or commissioning door, gate or shutter systems.
  • 3.2 - Demonstrate compliance with given information and relevant legislation when servicing, maintaining or commissioning door, gate or shutter systems in relation to the following:
    –safe use of access equipment
    –safe use, storage and handling of materials, tools and equipment
    –specific risks to health.
  • 3.3 - Explain why and when health and safety control equipment, identified by the principles of prevention, should be used, relating to servicing, maintaining or commissioning door, gate or shutter systems, and the types, purpose and limitations of each type, the work situation and general work environment, in relation to:
    –collective protective measures
    –local exhaust ventilation (LEV)
    –personal protective equipment (PPE)
    –respiratory protective equipment (RPE).
  • 3.4 - Describe how the relevant health and safety control equipment should be used in accordance with the given instructions.
  • 3.5 - Describe how emergencies should be responded to in accordance with organisational authorisation and personal skills when involved with fires, spillages, injuries and other task-related activities.
4

Select the required quantity and quality of resources for the methods of work to service, maintain or commission door, gate or shutter systems.

  • 4.1 - Select resources associated with own work in relation to materials, components, fixings, tools and equipment and consumables. 
  • 4.2 - Describe the characteristics, quality, uses, sustainability limitations and defects associated with the resources in relation to:
    –consumables, lubricants and fluids, cleaning materials and equipment
    –components, parts and associated ancillary items
    –ancillary equipment for the service and maintenance work
    –test and inspection equipment.
    –fittings and fixings
    –hand tools, power tools and equipment
    –operation, safety and maintenance documentation.
  • 4.3 - Describe how to confirm that the resources and materials conform to the specification. 
  • 4.4 - Describe how the resources should be used correctly and how problems associated with the resources are reported. 
  • 4.5 - Explain why the organisational procedures have been developed and how they are used for the selection of required resources.
  • 4.6 - Describe any potential hazards associated with the resources and methods of work.
  • 4.7 - Describe how to calculate quantity, size, length, area and wastage associated with the method and procedure to service, maintain or commission door, gate or shutter systems.
5

Minimise the risk of damage to the work and surrounding area when servicing, maintaining or commissioning door, gate or shutter systems.

  • 5.1 - Protect the work and its surrounding area from damage in accordance with safe working practices and organisational procedures.
  • 5.2 - Maintain a clear and tidy work space.
  • 5.3 - Dispose of waste in accordance with current legislation.
  • 5.4 - Describe how to protect work from damage and the purpose of protection in relation to general workplace activities, other occupations and adverse weather conditions. 
  • 5.5 - Explain why the disposal of waste should be carried out safely in accordance with environmental responsibilities, organisational procedures, manufacturers’ information, statutory regulations and official guidance.
6

Complete the work within the allocated time when servicing, maintaining or commissioning door, gate or shutter systems.

  • 6.1 - Demonstrate completion of the work within the allocated time.
  • 6.2 - Describe the purpose of the work programme and explain why deadlines should be kept in relation to:
    –types of productivity targets and time scales
    –how times are estimated
    –organisational procedures for reporting circumstances which will affect the work programme.
7

Comply with the given contract information to service, maintain or commission door, gate or shutter systems to the required specification.

  • 7.1 - Demonstrate the following work skills when servicing, maintaining or commissioning door, gate or shutter systems:
    –lubricating, adjusting, operating, dismantling, replacing and assembling.
  • 7.2 - Use and maintain hand tools, power tools and ancillary equipment.
  • 7.3 - Service, maintain or commission one of the following system types to given working instructions:
    –industrial and/or commercial door system types: roller shutters, sectional, horizontally acting, automated or power operated gates or barriers, fire-resisting
    –pedestrian and/or residential system types: domestic garage doors with panel constructions or with rolling constructions, domestic garage doors power operated, manual slide, swing and folding doors or gates, fire resisting doors, automated and power operated gates, power operated slide, swing or folding doors or gates, manual and power operated revolving doors
    –shutter system types: roller shutters or grilles, shop front shutters, wood shutters, domestic shutters or garage doors, solar powered shutters, solar shading systems, motorised shutters.
  • 7.4 - Test operational functions of the door, gate or shutter system.
  • 7.5 - Inspect, check and test any safety devices.
  • 7.6 - Describe how to apply safe and healthy work practices, follow procedures, report problems and establish the authority needed to rectify them, to:
    – agree appropriate ways in which the work should be carried out
    – refer to parts manuals, guides, technical service bulletins, electronic data and cross reference
    – identify requirements of periodic, scheduled and event based servicing methods for door, gate and shutter systems
    – clean and lubricate moving parts of door, gate and shutter systems
    – check and adjust door, gate and shutter systems
    – position and erect supports
    – control and guide lifting appliances
    – dismantle door, gate and shutter systems for service and maintenance
    – recognise parts and components of doors, gate and shutter systems
    – replace unserviceable, damaged and worn parts and components of door, gate and shutter systems
    – check power source and supplies as applicable to the isolator
    –recognise and determine when specialist skills and knowledge are required and report accordingly
    –test the operation of door, gate and shutter systems
    –inspect, check and test safety devices and systems
    –fit safety devices and systems in accordance with current legislation and official guidance
    –describe the operation for optimal energy saving performance
    –provide operation, safety and maintenance information to client, customer or their representative
    –work on buildings of historical significance
    –work with, around and in close proximity to plant and machinery
    –direct and guide the operations and movement of plant and machinery
    –use hand tools, power tools and equipment
    –work at height
    –use access equipment.
  • 7.7 - Describe the needs of other occupations and how to effectively communicate within a team when servicing, maintaining or commissioning door, gate or shutter systems.
  • 7.8 - Describe how to maintain the tools and equipment used when servicing, maintaining or commissioning door, gate, or shutter systems. 
Assessment guidance and/or requirements
This unit must be assessed in a work environment, in accordance with the ConstructionSkills‘ Consolidated Assessment Strategy for Construction and the Built Environment. Please refer to the hyperlink for clarity - https://www.citb.co.uk/qualifications-standards/qualification-framework/
Assessors for this unit must have verifiable, current industry experience and a sufficient depth of relevant occupational expertise and knowledge, and must use a combination of assessment methods as defined in the Consolidated Assessment Strategy.
Workplace evidence of skills cannot be simulated.
This unit must be assessed against at least ONE of the following industrial and/or commercial and/or pedestrian doors:
Industrial and/or commercial door system types:
- roller shutter
- sectional
- horizontally acting
- automated or power operated gates or barriers
- fire-resisting.
Pedestrian and/or residential door system types:
- domestic garage door with panel construction
- domestic garage door with rolling construction
- domestic garage door power operated
- manual slide door
- swing and folding door or gate
- automated or power operated gates
- fire resisting door
- power operated slide, swing or folding door or gate
- manual and power-operated revolving door.
Shutter system types:
- roller shutter
- grille
- shop front shutter
- wood shutter
- domestic shutters
- garage door
- solar powered shutter
- solar shading system
- motorised shutter.