TECHNICAL REPORT FINAL DRAFT

RAPPORT TECHNIQUE prCEN/TR 15628

TECHNISCHER BERICHT

jo
April 2007

ICS 03.100.30

ba
English Version

Maintenance - Qualification of Maintenance personnel

tra
Maintenance - Qualification du personnel de la
maintenance

This draft Technical Report is submitted to CEN members for Technical Committee Approval. It has been drawn up by the Technical
Committee CEN/TC 319.

CEN members are the national standards bodies of Austria, Belgium, Bulgaria, Cyprus, Czech Republic, Denmark, Estonia, Finland,
de
France, Germany, Greece, Hungary, Iceland, Ireland, Italy, Latvia, Lithuania, Luxembourg, Malta, Netherlands, Norway, Poland, Portugal,
Romania, Slovakia, Slovenia, Spain, Sweden, Switzerland and United Kingdom.

Warning : This document is not a Technical Report. It is distributed for review and comments. It is subject to change without notice and
shall not be referred to as a Technical Report.
nto
me
cu

EUROPEAN COMMITTEE FOR STANDARDIZATION

Do

COMIT EUROPEN DE NORMALISATION

EUROPISCHES KOMITEE FR NORMUNG

Management Centre: rue de Stassart, 36 B-1050 Brussels

2007 CEN All rights of exploitation in any form and by any means reserved Ref. No. prCEN/TR 15628:2007: E
worldwide for CEN national Members.
prCEN/TR 15628:2007 (E)

jo
Contents Page

ba
Foreword..............................................................................................................................................................3
Introduction .........................................................................................................................................................4
1 Scope ......................................................................................................................................................5
2 Normative references ............................................................................................................................5

tra
3 Terms and definitions ...........................................................................................................................5
4 Three competence levels for qualification of Maintenance personnel ............................................5
5 The three levels of required knowledge ..............................................................................................6
5.1 General....................................................................................................................................................6
5.2 General Competences for the three levels..........................................................................................7
5.3 Responsibilities and Competences for the three levels ..................................................................10
6 Achievements of a structured qualification program ......................................................................13

A.1
de
Annex A (informative) The requirements of Competencies and Responsibilities for a European
Expert in Maintenance Management (as developed by EFNMS) ....................................................14
Background ..........................................................................................................................................14
A.2 Minimum requirements of knowledge ...............................................................................................14
A.2.1 General approach ................................................................................................................................14
A.2.2 Three levels of knowledge ..................................................................................................................15
A.2.3 Detailed specification ..........................................................................................................................16
nto

Annex B (informative) The Requirements of Competencies and Responsibilities for a European

Specialist in Maintenance Supervision (as developed by EFNMS) ................................................26
B.1 Background ..........................................................................................................................................26
B.2 Requirements of competencies and responsibilities ......................................................................26
B.2.1 General approach ................................................................................................................................26
B.2.2 Indication of the levels of competencies and responsibilities .......................................................27
B.2.3 The assignments of a specialist in maintenance supervision........................................................28
me

Annex C (informative) The Specification for Requirements of a European Maintenance

Technician Specialist (as developed by EFNMS) .............................................................................31
C.1 Introduction ..........................................................................................................................................31
C.2 Requirements .......................................................................................................................................32
C.2.1 General Competencies and Responsibilities....................................................................................32
C.2.2 Task Related Competencies ...............................................................................................................35
Bibliography ......................................................................................................................................................41
cu
Do

2
 prCEN/TR 15628:2007 (E)

jo
ba
Foreword
This document (prCEN/TR 15628:2007) has been prepared by Technical Committee CEN/TC 319
Maintenance, the secretariat of which is held by UNI.

tra
This document is currently submitted to Technical Committee Approval.

de
nto
me
cu
Do

3
prCEN/TR 15628:2007 (E)

jo
Introduction

ba
At the time of the publication of this report, there are more than twenty Maintenance Societies in Europe, and
each of them is active in education and training on a national level. In view of the ongoing developments in
European integration, training and qualification of maintenance personnel should be carried out within a more
structured framework of mutually accepted European guidelines.

In the last years of the 20th century an initiative was taken to develop European guidelines for qualifying

tra
maintenance personnel at a management level. This project is still progressing with great success. One of the
reasons for this success is that the qualification procedure has no link with any national school system
hindering the initiative. In fact all individuals have a right to make an application to enter the examinations
arranged by the National Member Societies.

At the beginning of the 1990s, the Societies decided uniformly, to categorize the European maintenance
personnel into three levels and to link these levels to national school systems.

The following three levels were described:

The European Maintenance Technician;

de
The European Maintenance Supervisor;

The European Maintenance Manager.

nto

The European Maintenance Technician is a craft person with at least two years of practical experience in
maintenance and sufficient theoretical knowledge to independently perform and coordinate maintenance
activities (responsible for short term decisions and communication).

The European Maintenance Supervisor is a person with at least two years of practical experience in
maintenance and possess sufficient theoretical knowledge to independently perform and coordinate
maintenance projects (responsible for medium term decisions).
me

The European Maintenance Manager is a person with an approved engineering background and sufficient
theoretical knowledge to perform and co-ordinate maintenance.
cu
Do

4
 prCEN/TR 15628:2007 (E)

jo
1 Scope

ba
The scope of this document is to report about the current situation for defining the competence levels for
personnel operating in maintenance and the knowledge levels required to be addressed to carry out those
competencies.

2 Normative references

tra
The following referenced documents are indispensable for the application of this document. For dated
references, only the edition cited applies. For undated references, the latest edition of the referenced
document (including any amendments) applies.

EN 13269, Maintenance - Guideline on preparation of maintenance contracts

EN 13306:2001, Maintenance terminology

de
EN 13460, Maintenance Documents for maintenance

prEN 15341, Maintenance Maintenance Key Performance Indicators

EN ISO 9000:2005, Quality management systems - Fundamentals and vocabulary (ISO 9000:2000)

EN ISO 9001, Quality management systems Requirements (ISO 9001:2000)

nto

EN ISO 14001, Environmental management systems - Requirements with guidance for use (ISO 14001:2004)

IEC 60050-191:1990, International electrotechnical vocabulary; chapter 191: dependability and quality of
service

3 Terms and definitions

me

For the purposes of this document, the terms and definitions given in EN 13306:2001, EN 60050-191:1990
and EN ISO 9000:2005 apply.

4 Three competence levels for qualification of Maintenance personnel

cu

This document lists the knowledge requirements proposed to be incorporated within maintenance training.
There are three proposed levels of competence. The knowledge requirements are typically covered within the
following education systems, see Table 1:
Do

5
prCEN/TR 15628:2007 (E)

Table 1- Example of the three levels for qualification of maintenance personnel

jo
Title European Maintenance
Manager
Qualification document Bachelor degree or
Postgraduate diploma /
European Maintenance European Maintenance
Supervisor Technician
e. g. National diploma e. g. National diploma

Education system /
school
Starting conditions
ba
Master degree
Technical university National school for National school for
Private schools or improving theoretical improving theoretical
courses knowledge knowledge
Baccalaureate or Person with at least two Craft person with at least

tra
Bachelor or perhaps years of practical two years of practical
European Maintenance experience in experience in
Supervisor maintenance or maintenance
European Maintenance
Technician
Requirements See Annex A See Annex B See Annex C
(informative) (informative) (informative)

the Bologna and Copenhagen declarations.

NOTE 2
de
NOTE 1 The three competence levels described should be integrated in the lifelong learning programs of the EU in accordance with

At the Maintenance Manager level, the education should be integrated into Bachelor or Master education syllabuses.

5 The three levels of required knowledge

5.1 General
nto

Requirements have been set out under 5.2 and 5.3. These sub-clauses have sub-readings in each syllabus
area with the level of required knowledge specified.

The three levels of required knowledge are:

Level 1: Very good knowledge, ability to lead change and handle special tasks;
me

Level 2: Good knowledge, ablilty to understand the implications of change and making the correct
decisions;

Level 3: Understanding, ability to participate in decision making within the team and carry out the tasks.

In each syllabus the overall approach is to ensure that maintenance tasks are:

a) carried out in a safe manner;

cu

b) carried out in a correct manner first time: and

c) carried out on time and cost effectively.

Do

6
 prCEN/TR 15628:2007 (E)

jo
5.2 General Competences for the three levels

ba
LEVEL OF REQUIRED KNOWLEDGE

Maintenance Maintenance Maintenance

Manager Supervisor Technician

tra
5.2.0 Corporate/Company Environment 1 2
5.2.0.1 Corporate/company situation Has knowledge to Has good knowledge
impact on of social/economic
5.2.0.2 Corporate/company organization social/economic impact of own
5.2.0.3 Departmental organization impact of own organization/
organization/ enterprise.
5.2.0.4 Costs enterprise.
5.2.1 Work Planning 1 1 1
5.2.1.1 Planning

sheet/ Job ticket

de
Maintenance request/Process
Has very good
knowledge for
organizing all
Does preparation and
reporting on team
maintenance tasks
Does preparation
and reporting on
own maintenance
Personnel planning maintenance and is supervising tasks and on some
Equipment planning activities, how to some team jobs. team jobs. Plans
Time sheet choose a suitable Carries out planning own work and
organization and of shutdowns, and suppliers'/
assure the right group planning contractors' work.
nto

5.2.1.2 Control and reporting

competence within coordination.
the organization.
5.2.2 Team Working and Communication 1 1 1
Has very good Has ability to create Reports orally and
knowledge in project and communicate in writing within a
5.2.2.1 Authority and Responsibility management. Has procedures and team. Has social
5.2.2.2 Basic Management Techniques social capability to systems. Reports capability to
lead and orally and in writing communicate with
Personnel Management
me

communicate with within a team and to people in and

Reporting Techniques
Team organization techniques
cu
people in and outside the management. outside the team,
the team, such as in Has social capability such as in the
the production, with to communicate with production, with
contractors, suppliers, people in and outside contractors,
etc. Has good the team, such as in suppliers, etc.
knowledge about the production, with
human reliability. contractors, suppliers,
etc.

5.2.3 English Language 1 2 3

Technical English Has good knowledge Is able to understand Is able to
about the instructions in understand
maintenance terms in technical English and instructions in
the English language, to make a summary technical English.
Do

in order to be able to in the national

handle international language. Is able to
maintenance conduct a
management matters conversation in
within Europe. English. Is able to
write a case-study
report in English.

7
prCEN/TR 15628:2007 (E)

jo
5.2.4 Information Technology 1 2 2
5.2.4.1 Basics of Electronic Data Processing (EDP) Knows how to Uses the information Uses the
related to maintenance management specify the system for entering information system
5.2.4.2 Processing/calculation techniques requirements for an and collecting data. for entering and

ba
Data base handling information system. Has good knowledge collecting data.
Computation of tables Has good knowledge to use the system Has the basic
5.2.4.3 about the use of an interactively for knowledge to use
The PC-Work station
Organization of the PC-Work information system. tactical purposes. the system
station interactively.
Use of networks
1 1 2

tra
5.2.5 Training and Instructions
5.2.5.1 Basics of the Learning Process
5.2.5.2 Basics of Training Strategies Has very good Has very good Has the basic
5.2.5.3 Basics of Planning a Lecture knowledge for knowledge needed knowledge needed
defining and for training and for training and
5.2.5.4 Training facilities
implementing human instructing team instructing team
resources members. Is familiar members. Is
development policy. with training facilities familiar with
Has very good in and outside the training facilities in
de knowledge needed
for training and
instructing. Is familiar
with training facilities
organization. and outside the
organization.

in and outside the

organization.
5.2.6 Quality Assurance (Systems) 1 1 2
nto

5.2.6.1 Scope and objectives of Quality Assurance Has very good Has very good Has basic
(QA) knowledge about the knowledge of the knowledge of the
relationship between impact of impact of
QA Standards (see EN ISO 9000 maintenance and maintenance on maintenance on
series), Terminology quality assurance. product quality. Is product quality. Is
5.2.6.2 Elements of QA systems (see EN able to act as an able to act as an
5.2.6.3 ISO 9001) active member of a active member of a
Basics of Quality Assurance quality team. quality team.
QA techniques and procedures
me

Concepts
Definitions
QA techniques and
procedures
5.2.7 Environment 1 1 1

5.2.7.1 Scope and objectives of Environmental Has very good Has very good Has basic
cu

Management (see EN ISO 14001) knowledge and knowledge of the knowledge of the
impacts on impact of impact of
5.2.7.2 Influence on the environment environmental issues. maintenance on maintenance on
Has very good environmental issues. environmental
knowledge of the Is able to act as an issues. Is able to
environmental active member of an act as an active
Do

consequences of environmental team. member of an

carrying out and not environmental
carrying out team.
maintenance.

8
 prCEN/TR 15628:2007 (E)

jo
5.2.8 Automation 1 1 2

ba
5.2.8.1 Basics of Process Control Has very good Has very good Has general
5.2.8.2 Basics of machine automation knowledge of knowledge of knowledge of
5.2.8.3 Common system design systems at present. systems at present. systems.
Understands the
principles of design of
modern automation

tra
systems.
5.2.9 Occupational Health and Safety 1 1 1
5.2.9.1 Scope and objectives of Health and Safety Has very good Has very good Has knowledge of
Management knowledge and knowledge of the the consequences
5.2.9.2 Influence on health and safety. impacts on health and impact of of maintenance on
safety issues. Has maintenance on health and safety
very good knowledge health and safety issues, and of
of the health and issues. Is able to act protection devices
de safety consequences
of carrying out
maintenance. Has
knowledge of
as an active member
of a health and safety
team.
and their use. Has
good knowledge
of procedures and
working
hazards, and instructions, the
protection and requirements and
prevention the purpose. Has
techniques. good knowledge
of handling
nto

potentially
hazardous
materials. Is able
to act as an active
member of a
health and safety
team.
me
cu
Do

9
prCEN/TR 15628:2007 (E)

jo
5.3 Responsibilities and Competences for the three levels

LEVEL OF REQUIRED KNOWLEDGE

ba
Maintenance Maintenance Maintenance
Manager Supervisor Technician
5.3.1 Maintenance Objectives, Policies and 1 2 3
Strategies Understands the
Knows well the Knows the
importance of
importance and importance of
Corporate Maintenance Engineering maintenance

tra
consequences of maintenance
Objectives, Tasks, Significance objectives and
maintenance objectives and
Policies on maintenance policies.
objectives, policies policies. Knows the
Investment considerations, Life Cycle Understands the
and strategies. consequential impact
Cost (LCC) consequential impact
Knows the economic of maintenance and
Key Performance Indicators (KPIs) impact of the importance of
of maintenance and
and key targets (see prEN 15341) the importance of
maintenance and the operation and capital
operation and capital
importance of costs within the
costs within the
operation and capital framework of asset
de costs within the asset
management
framework. Has an
impact on design
management.
framework of asset
management.

aspects from a
maintenance point of
view. Knows
different methods of
nto

life extensions.
Knows how to
formulate the
maintenance needs
and goals. Knows
key-figures for
maintenance control.
5.3.2 Maintenance Concepts and 1 1 1
me

Methodologies Applies the concepts Knows and Carries out the

5.3.2.1 All maintenance procedures and systems and methods related recommends the collection and
5.3.2.2 Reliability and Maintainability principles
5.3.2.3 to the collection and principles of the assessment of data
Maintenance Asset Strategies (e.g. evaluation of preventive, corrective and information, and
preventive, corrective) information, the and opportunity practices the
5.3.2.4 Condition Based Maintenance (see 2.7) principles of based maintenance, concepts and
maintenance asset including condition methodologies
strategy monitoring. developed.
cu

development, and its

implementation and
impact.
5.3.3 Restoration Techniques 1 1 1

5.3.3.1 Basis of Technology Knows the different Knows general Knows specific
Mechanical Technology/ restoration restoration principles restoration principles
Do

mechanical equipment techniques. Knows and is able to apply and is able to apply
Electrical Technology/ electrical how to implement them in practice. them in practice.
equipment them.
PLC's (Programmable Logic
Controllers) and PC's
applications
Hydraulics and Pneumatics
Building
5.3.3.2 Repair techniques

10
 prCEN/TR 15628:2007 (E)

jo
5.3.4 Maintenance Terminology 1 1 1

Terminology (See EN 13306 and IEC Knows and Knows and Knows and

ba
60050-191) manages the understands understands
implementation of the maintenance maintenance
correct general and terminologies, terminologies,
specific maintenance understands them understands them
terminologies, and is able to use and is able to use
understands them them actively. them actively.

tra
and is able to use
them effectively.
5.3.5 Partnering and Contracting 1 1 1

5.3.5.1 Basics of Contractual Law Knows the principles Knows the Knows the
5.3.5.2 The CEN Maintenance Contract (See EN of partnering and requirements and requirements and
13269) contracting. Knows scope to which a scope to which a
5.3.5.3 Guidelines well the laws, contractor should contractor should
Practical applications regulations, and comply. Is able to comply. Is able to
de procedures regarding
human resources,
liability, guarantee,
environment, and
instruct and
supervise contractors
on maintenance jobs.
instruct and
supervise contractors
on maintenance jobs.

energy, etc.
5.3.6 Laws and Regulations 1 2 2

5.3.6.1 Basics of Human Resources Knows and can Knows all relevant Knows all relevant
5.3.6.2 Law and regulations on Health Care &
nto

ensure laws, regulations, and laws and regulations

Safety implementation of all training procedures concerning job
5.3.6.3 Laws and regulations on environmental functions, laws and concerning job safety, fire protection
protection regulations related to safety, fire protection and environment.
5.3.6.4 Safety practice maintenance and environment.
First aid training management.
Preventive health protection and
safety measures

5.3.6.5 Equipment Safety Systems

me

5.3.6.6 All Laws and Regulations concerning the

maintenance function
5.3.7 Condition Based Maintenance (CBM) 1 1 2

5.3.7.1 Significance of CBM in maintenance Knows, and can Knows the most Knows the most
5.3.7.2 CBM procedures and techniques apply economically, common condition common condition
5.3.7.3 Measuring Techniques different types of monitoring methods monitoring methods
Calibration of measuring tools and condition monitoring and devices and is and devices and is
cu

instruments systems, familiar with their use familiar with their use
Disturbance, interference and noise measurement in practice. Can in practice.
techniques and other project manage and
suitable inspection assure the correct.
systems. Knows how
to implement them.
Do

11
prCEN/TR 15628:2007 (E)

jo
5.3.8 Fault Finding Techniques 1 1 1
5.3.8.1 Root Cause Analysis
Analysis of functions Knows different fault Understands Understands the
Analysis of design faults finding methods (e.g. different methods for appropriate methods
5.3.8.2 Finding Techniques FMEA, Fault-tree). systematic fault for systematic fault

ba
Knows when they finding and is familiar finding and is familiar
can be applied, and with their use and with their use and
how to use them. practice. Knows how practice.
Knows how to to describe the
manage the different causes for a
implications of fault (e g

tra
different causes of a specification, design,
fault (e g installation,
specification, design, operation,
installation, maintenance).
operation,
maintenance).
5.3.9 Improvement Concepts and 1 1 2
Techniques

5.3.9.1 Concept, definitions, scope

Small Scale Activities
Continuous improvement
de
5.3.9.2 Workshop practice
Determination of weak points
Elimination of weak points
nto
Knows the different
improvement
concepts (e.g. Total
Productive
Knows improvement
techniques and is
familiar with their use
and practice. Knows
Has basic knowledge
of improvement
techniques and under
direction is familiar
Maintenance TPM, how to specify, plan, with their use and
Reliability Centered control and follow up practice. Can identify
Maintenance RCM, improvements. and report areas for
etc), and different improvement.

improvement
methods according to
the maintenance
requirements.
Understands and is
able to discuss the
financial aspects of
asset life, and the
associated
me

development and
procurement of new
assets.

5.3.10 Documentation Management (see EN 1 1 2

13460)
Has very good Understands all Understands all
cu

5.3.10.1 Basics of Engineering Drawings knowledge for documentation documentation

Mechanical design specifying the (instructions, (instructions,
Wiring and piping diagrams requirements for a drawings, etc.) drawings, etc.)
Electrical and electronic documentation related to the related to the
diagrams system (e g maintenance job and maintenance job and
5.3.10.2 Organization and use maintenance can, if necessary, can, if necessary,
Filing instructions, propose propose
Do

Retrieving equipment lists, improvements and improvements and

Marking up drawings, spare part apply document handle non-
lists, education / control procedures. conformance.
personnel
information,
handbooks) and
document control
procedures.

12
 prCEN/TR 15628:2007 (E)

jo
5.3.11 Spare Parts Management 1 1 1

5.3.11.1 Administration of spare parts Has very good Has very good Has basic knowledge

ba
Planning and organization of knowledge of knowledge of the of the storing of spare
storing facilities logistics support, storing of spare parts. parts. Knows the
Cost accounting material and store Knows the practical practical routine of
5.3.11.2 Documentation handling, methods for routine of storing and storing and retrieval
spare part retrieval of spare of spare parts.
management. parts.

tra
5.3.12 Materials Technology 1 1 2
5.3.12.1 Materials Technology
Metals Has very good Has basic knowledge Has basic knowledge
Synthetic materials knowledge of of material of material
Ceramics material technology technology and technology and
Glass and application, application, material application, material
Building materials material deterioration deterioration and deterioration and
Others and protective protective methods. protective methods.
5.3.12.2 methods as well as
Wear and Tear Mechanisms
Corrosion
Fatigue
Stress
de Non destructive
Testing methods.

Friction
Others
5.3.12.3
Protective Methods
Coating techniques
nto

Tribology / lubrication
5.3.12.4 Non-destructive Testing methods

6 Achievements of a structured qualification program

A structured qualification program can result in:
me

consistency in the development of maintenance personnel on all three levels;

structured European educational programs;

common umbrella for competence in maintenance;

cu

focus on industrial requirements, including safety and environment;

improved relationships between industry and training/education.

Do

13
prCEN/TR 15628:2007 (E)

Annex A
(informative)

jo
The requirements of Competencies and Responsibilities for a European
Expert in Maintenance Management (as developed by EFNMS)

ba
A.1 Background

tra
To become competent to manage and develop the maintenance activities and to run a modern cost-effective
maintenance organization, there are several areas of knowledge that are to be assimilated.

The European Federation of National Maintenance Societies, EFNMS, has developed a specification for the
minimum knowledge requirements for an Expert in Maintenance Management.

The EFNMS will also certify those individuals in Europe who can prove to be competent enough (to have the
required theoretical knowledge and practical experience) to become a Certified European Expert in
Maintenance Management. de
The aim has been to specify the theoretical knowledge and practical experience to be held by a maintenance
manager, thereby assuring that the maintenance activities can be organized and performed in the best
possible way in each company.

The objective is a competence assurance of the maintenance activities within Europe.

nto

This annex includes the EFNMS minimum Requirements of knowledge for an Expert in Maintenance
Management.

Any individual or organization is free to use these requirements as a base for their training programs.

NOTE 1 All individuals have the right to apply for the EFNMS Certificate and to join the examinations of the theoretical
knowledge that are arranged by a National Member Society of the EFNMS.
me

NOTE 2 These requirements and rules were accepted by the EFNMS Council on the 17th of April 1993 and amended
by the EFNMS Council on the 30th of May 1998.

A.2 Minimum requirements of knowledge

A.2.1 General approach

cu

This annex contains the minimum requirements of the theoretical knowledge for a maintenance manager in
general. Special requirements for maintenance managers in electrical, mechanical, chemical industries or
others, are not covered. However, this annex aims to fulfil the intention to be comprehensive enough and
include the essential and fundamental knowledge that any expert in maintenance management needs to have,
regardless of which company or in which country he or she is working. The requirements cover the following
areas:
Do

Management and organization:

goal, strategies, results;

organization, competence;

procurement, selling of service;

14
 prCEN/TR 15628:2007 (E)

jo
guiding, control, analysis;

economical control, Life Cycle Cost (LCC), Life Cycle Planning (LCP);

ba
material handling, logistics.

Reliability performance of production plants:

tra
definitions;

measurements, mathematical formulas;

requirements, control, analysis;

design, procurement, operation;

laws, regulations.

Maintenance information systems:

de
planning, ordering, analysis;

documentation;
nto

information systems;

technical/economical analysis.

Maintenance methods and techniques:

me

remote control, condition monitoring;

preventive activities;

repair techniques and methods.

The required knowledge mentioned above is general for an Expert in Maintenance Management in any
cu

European country. To be able to achieve the EFNMS Certificate the requirements also include:

Maintenance terms in the English language.

A.2.2 Three levels of knowledge

Do

In the detailed specification the requirements of knowledge have been described in three levels:

Level 1: Very good knowledge, ability to handle the special tasks that belong to a maintenance
manager.

Level 2: Good knowledge, enough knowledge to be able to manage and develop these activities.

Level 3: Understanding, enough understanding to be able to make the right decisions and to have an
insight of the total implications of the maintenance activities inside and outside a company.

15
prCEN/TR 15628:2007 (E)

A.2.3 Detailed specification

jo
NOTE The information given within brackets ( ) is to clarify the ideas behind the requirements in this annex and
should be considered as examples. The level of knowledge of some aspects of the listed main entries could be lower. In
such cases the level of knowledge is indicated in square brackets as [Good Knowledge] and [Understanding].

A.2.3.1 Management and Organisation

ba
Within this area it is essential to have a very good knowledge about the importance of maintenance for the
economy in the company, for achieving production goals and for the quality of the product, and so on. It is
important to have good knowledge of how maintenance activities are organised, therefore the following
knowledge is necessary:

tra
Very good knowledge in:
How to set up a company management policy to be able to participate in its definition as far as
maintenance is concerned to:

describe why a policy has to be set up and what the requirements are for that policy;

give examples on in which way the maintenance aspects are in a company management policy.

de
How to formulate the maintenance policy within a company to:

give an example of a maintenance policy;

describe the requirements for a maintenance policy;

describe the process of the development of a maintenance policy.

nto

How to formulate the maintenance goals to:

describe the general requirements for maintenance goals;

describe the process of the development of maintenance goals;

give examples of maintenance goals;

me

describe the relationship between goals and policy.

Different maintenance strategies and how to choose the right strategy to:

formulate different maintenance strategies;

describe the reasons behind the choice of a certain strategy.

cu

How to specify the requirements for the maintenance activities to:

describe the different maintenance activities;

describe different requirements for the maintenance activities;

Do

describe the process of the identification, the formulation and the communication of the requirements.

How to organize the maintenance activities, how to choose a suitable organisation and assure the right
competence within the organisation to:

describe different types of maintenance organizations (e.g. centralized, decentralized, co-operation

with the equipment supplier and/or servicing companies and integration with the production);

16
 prCEN/TR 15628:2007 (E)

jo
describe the advantages and the disadvantages with the different types of organizations and the
combination of them;

ba
describe how to develop the competence in all the different types of organizations.

How to determine the human and material resources in order to implement the organisation to:

state the different types of maintenance resources (e.g. tools, material, personnel, transportation,
documentation, shops);

tra
describe how to develop and optimize the maintenance resources (personnel and material), their
location, quality and quantity.

How to assure (by maintenance activities) the health and safety and the right environment conditions
(inside and outside the company) to:

describe different conditions in the production equipment that may cause risks for health, safety and
de
the environment (inside and outside the company);

describe the possibility to prevent such incidents by maintenance activities, including co-operation
with other departments in the company and external parties;

How to guide, control and analyse the maintenance activities to:

describe different methods and techniques to achieve an optimized result for the company by the
nto

maintenance activities, including the economical and safety aspects for these methods and
techniques;

describe different general aspects that are to be taken into account for analysis;

describe the methods and techniques for analysing and the betterment process;

describe different methods to control the maintenance activities;

me

understand the different maintenance concepts (e.g. TPM, RCM).

How to develop and use key-figures for the economical control to:

describe how to use the key-figures in the control and development of the maintenance activities;
cu

describe what the fundamental requirements are for key-figures;

describe the most useful key figures for different maintenance organizations.

LCC/LCP techniques/methods to:

Do

describe the methods of LCC and LCP, and when they can be used;

be able to make some fundamental calculations of LCC and LCP;

describe how to organize the work when using the concepts of LCC and LCP;

describe how the concepts of LCC and LCP can be used in different situations;

describe how to specify the LCC requirements in a procurement process [Good Knowledge];

17
prCEN/TR 15628:2007 (E)

describe how to verify the LCC values and the consequences if the verified result is not in
accordance with the specified requirements [Good Knowledge].

jo
Logistics support, material and store handling, methods for spare part calculations to:

describe the different factors that will have an influence on an optimized organisation of the spare
part consumption (e.g. cost for lack of spare parts, cost for storage, cost for interest);

ba
describe routines and organization for an optimized logistic support of spare parts (e.g. purchasing,
quality control, delivery systems inside the maintenance organization);

describe different ways of organizing the spare part store (e.g. centralized, decentralized, at the
supplier);

tra
describe how to calculate the total amount of spare parts and how many of each type, inclusive the
typical mathematical formulas for this purpose [Good Knowledge].

How to measure and analyse the results of the maintenance activities, e.g. efficiency and economy to:

describe different methods to measure the result of the maintenance activities, the advantages and
disadvantages with the methods and their handling of the economical aspects;

de
describe what is not covered by these methods;

understand different economical models regarding maintenance and understand the fundamental
principles regarding the economical results for a company;

be able to develop a model for measurement and analysis of the maintenance activities.
nto

The maintenance activities in the development and procurement of new production equipment to:

be able to transfer production requirements into functional requirements (e.g. equipment

dependability) and into quantitative and qualitative maintenance requirements (e.g. reliability and
maintainability) and optimize the resources;

understand the importance for maintenance of taking part in the development phase;
me

describe how the maintenance experience can be used during the design phase.

How to define the future maintenance needs of a company to:

understand which factors that are important for the need of maintenance activities and how they
might be changed in the future (e.g. new requirements regarding goals, strategies and results);
cu

understand the future needs of maintenance and its influence on the actual activities in the long run
(e.g. work load, type of work, quality and quantity);

be able to describe different future scenarios.

Good knowledge in:

Do

How to define and implement human resources development policy to:

describe why a human resources development policy has to be set up and what the fundamental
requirements are for such a policy;

give an example of a human resources development policy;

describe the process of the development of a human resources development policy.

18
 prCEN/TR 15628:2007 (E)

jo
Understanding in:

Actual European standards within maintenance;

ba
Laws and regulations regarding labour, liability, guarantee environment, energy, etc.

describe different methods to measure the fulfilment of the laws and regulations with respect to
labour, liability, guarantee, environment, energy, etc.;

tra
describe what is not covered by these methods;

know the different unions in the country and the agreed commitments.

The essential contribution from the maintenance activities to achieve good product quality and good
production performance is to:

understand the maintenance contribution.

A.2.3.2
de
Availability Performance of Production Plants

Within this area it is essential to have knowledge about how to guide, control and develop the availability
performance activities, in order to assure the performance of the production, the quality of the products, the
safety regulations and the environment conditions. It is important to have good knowledge of all availability
performance activities that shall be taken care of during the entire life cycle of a production system, e.g. during
nto

development, procurement, operation and displacement of production equipment. Therefore the following
knowledge is necessary:

Very good knowledge in:

Reliability

understand that this has to do with the number of failures and the disabled states due to
me

maintenance activities;

be able to define reliability;

describe some different measures of reliability (e.g. MTBF, MTTF);

be able to calculate the reliability;

cu

be able to describe the mechanism that causes the failures;

describe the different redundancies [Understanding];

be able to draw a reliability block diagram with serial and parallel systems and for active and passive
Do

redundancies[Understanding];

be able to calculate the reliability probability for a serial and parallel system and for active and
passive redundancies [Understanding];

be aware of the different statistical distributions for failures (e.g. Exponential, Lognormal, Weibull)
[Understanding].

19
prCEN/TR 15628:2007 (E)

jo
Maintainability

understand that this has to do with active time for maintenance;

ba
be able to define maintainability;

describe some different measures of maintainability (e.g. MTTR);

be able to calculate the maintainability;

describe which time elements that are included and not included in the calculation (e.g. preparation

tra
time, functional check out, waiting for resources) [Good Knowledge];

be able to analyse what causes the length of active maintenance times.

Supportability

understand that this has to do with waiting times for maintenance resources;

be able to define supportability; de
describe some different measures of supportability (e.g. Maintenance Logistics Delay Time (MLDT),
Maintenance of Wakefulness Test (MWT));

be able to calculate the supportability;

nto

be able to analyse what causes the length of the waiting times.

Availability

understand that this has to do with the time of the ready state for the equipment;

be able to define availability;

me

describe the connection and differences between dependability, availability, reliability, maintainability
and supportability;

be able to calculate the availability with respect to down time, running time, operational cycles,
production, calendar time, etc [Good Knowledge];

be able to analyse what causes low availability [Good Knowledge];

cu

understand the influence of availability on the production [Good Knowledge].

Improvements of the availability performance

understand in the different ways it is possible to improve the availability;

Do

understand in which different ways it is possible to improve the reliability (e.g. the choice of
components, redundancies, design, preventive maintenance, better operational use);

understand in which different ways it is possible to improve the maintainability (e.g. design,
documentation, maintenance equipment, education);

20
 prCEN/TR 15628:2007 (E)

jo
to understand in which different ways it is possible to improve the supportability (e.g. assure faster
access of personnel, documentation, spare parts, maintenance equipment, transports and assure
faster administrative routines).

ba
Good knowledge in:

The mathematical and statistical formulas to be used in the specifications and for verifications

able to specify requirements regarding reliability performance (e.g. what is regarded as failures,

tra
active maintenance time, waiting time and how the availability is defined);

describe the basic mathematical formulas within availability, reliability, maintainability and
supportability;

be able to specify how the verification will be performed;

describe the different consequences if the verified results are different from the requirements

[Understanding].

Human reliability
de
describe the different types of human failures;

describe what causes human failures;

nto

understand how human failures can be prevented and avoided.

Production safety

describe the different types of incidents that the maintenance activities shall prevent (e.g.
consequences on health, safety and environment);

understand how to predict and prevent such consequences;

me

give examples of external parties interested in those preventions.

Risk analysis

be able to define risk;

cu

describe the different steps in a general risk analysis;

be able to calculate risks;

describe some different methods for risk analysis and when they can be used (e.g. FMEA and Fault-
Do

tree) [Understanding];

be able to judge on the quality of a performed risk analysis [Understanding].

Understanding in:

Quality assurance

define quality and quality assurance;

21
prCEN/TR 15628:2007 (E)

mention some standards and methods for quality assurance regarding maintenance;

jo
describe how the maintenance activities will have an influence on the quality assurance.

Laws and regulations (technical aspects)

exemplify governmental organizations that are responsible for laws and regulations regarding

ba
maintenance;

exemplify organizations that are checking the application of these laws and regulations;

exemplify laws and regulations that have a direct influence on the maintenance activities.

tra
A.2.3.3 Maintenance Information Systems

Within this area it is essential to have knowledge about the different methods and systems that can be used in
the decision making process, to be able ensure that the maintenance activities are cost-effective and are
supporting the company profit. It is important to have good knowledge of how to specify the system
requirements and how to develop and use the information systems for planning, control, feedback analysis
and improvements. Therefore the following knowledge is necessary:

Very good knowledge in:

de
Maintenance Management Information Systems (key-figures, guidance tables and so on)

describe different types of information systems and be able to combine these (e g the customer
requirements on maintenance, the efficiency of the plant equipment and the machinery, the different
contracts for the maintenance performance);
nto

be able to specify the requirements for an information system.

Good knowledge in:

Maintenance Information Systems (for planning, work order, technical/economical analysis, and so on)

describe different types of information for maintenance activities (e.g. workorder, work control,
me

planning, work preparation, spare parts, LCC/LCP, safety, risks, environment, production results,
betterment, modifications, investments);

be able to specify the requirements for information systems that will handle the above;

describe the limits and the uncertainties that might exist in these systems;

be able to combine, prioritize and argue regarding the use of these systems;
cu

be able to describe the different modules in a maintenance information system.

Technical documentation/information systems

be able to specify the requirements for a documentation system and give some examples of how the
Do

different documents shall look like (e.g. maintenance instructions, equipment lists, drawings, spare
part lists, education/personnel information, handbooks);

describe how to organize the work to keep the systems updated.

Technical process control systems

be able to specify these systems;

22
 prCEN/TR 15628:2007 (E)

jo
describe the limits and the uncertainties that might exist in these systems;

be able to combine, prioritize and argue regarding the use of these systems;

ba
describe the relationship between the process control system and the maintenanceinformation
system.

Understanding in:

tra
Expert systems

define and describe the principle of an expert system, inclusive the different types of such systems;

describe the problems regarding the use of such systems;

Basics concerning the computer support for the topics above

de
describe the basic ideas how to combine and prioritize the information systems mentioned above;

describe different ideas regarding the documentation system (e.g. paper - computerized, local -
central, advantages - disadvantages);

be able to adapt the systems to the actual circumstances;

be able to indicate actual costs for these systems and the advantages to use them;
nto

know the fundamental requirements regarding the security for information systems and the need of
backup for computer systems;

describe how to use the results from these information systems;

describe the difficulties with these systems (e.g. collecting data, present data);
me

describe the principle concept how to handle a project regarding the implementation of a new system
(e.g. the choice of system, preparation, installation, training).

A.2.3.4 Maintenance Methods and Techniques

Within this area it is essential to have knowledge about the theories and methods that are used to optimise the
mix between corrective maintenance, preventive maintenance (predetermined or conditions based) and
cu

modifications. It is important to have knowledge about how to choose the right methods for the best cost-
effectiveness. Therefore the following knowledge is necessary:

Good knowledge in:

Theory of the failure patterns

Do

define a fault;

describe the different causes for a fault (e.g. specification, design, installation, operation,
maintenance);

understand the statistical distributions for failures;

23
prCEN/TR 15628:2007 (E)

be able to choose the appropriate maintenance method depending on the actual failure distribution
(e.g. corrective, preventive, condition based, modification);

jo
be able to classify and take into account the different consequences of a fault.

Types of wear and tear

ba
describe the different causes of wear and tear;

describe the different possibilities to prevent that.

Improvement techniques (aiming at reducing failure rates and down times)

tra
know and understand different methods of fault finding;

understand different methods of improvements due to maintenance requirement;

be able to specify, plan, control and follow up improvements.

Preventive techniques

de
describe methods and techniques for preventive and condition based maintenance;

understand and be able to decide about the intervals between preventive maintenance actions;

be able to choose a suitable preventive maintenance program (e.g. activities, intervals).

Inspection techniques
nto

describe methods and techniques for inspection (condition based maintenance);

understand and be able to decide about the intervals between inspection;

be able to choose a suitable inspection system.

Condition monitoring techniques

me

(see "Inspection techniques" above).

Methods of life extensions

know different methods of life extensions, and how to execute them;

cu

be able to describe in a visual way how different maintenance activities will influence the life time of
the production equipment.

Measurement methods

understand the principles of measurement systems with indication and presentation for the purpose
of maintenance;
Do

describe typical methods to measure different technical conditions.

Control systems

be able to describe different types of condition monitoring systems (e.g. continuous, by intervals, on
request, centralized or decentralized).

24
 prCEN/TR 15628:2007 (E)

jo
Understanding in:

Performance improvement techniques

ba
know and judge on the importance of different fault finding methods;

understand different methods of improvements due to maintenance requirements;

be able to specify, plan, execute and up performance improvements.

tra
Repair techniques

be able to plan, execute and follow up repair work;

be able to give examples of repair techniques.

A.2.3.5 de
Maintenance terms in the English language

Within the language area it is essential to have good knowledge about the maintenance terms in the English
language, to be able to handle international maintenance management matters within Europe (this
requirement only applies to those that wish to have an EFNMS European Certificate, and does not apply for a
National Certificate). Therefore the following knowledge is necessary:

Good knowledge in:

nto

understanding maintenance terms in the English language.

me
cu
Do

25
prCEN/TR 15628:2007 (E)

Annex B
(informative)

jo
The Requirements of Competencies and Responsibilities for a European
Specialist in Maintenance Supervision (as developed by EFNMS)

ba
B.1 Background

tra
To become competent to manage and develop the maintenance activities and to run a modern cost-effective
maintenance organisation there are several areas of knowledge that are to be assimilated.

The European Federation of National Maintenance Societies, EFNMS, has developed a specification for the
minimum requirements of knowledge for a European Specialist in Maintenance Supervision.

The EFNMS will also certify those individuals in Europe that can prove to be competent enough (to have the
required theoretical knowledge and practical experience) to become a Certified European Specialist in
Maintenance Supervision. de
The aim has been to specify the theoretical knowledge and the practical experience to be held by a European
Specialist in Maintenance Supervision, thereby assuring that the maintenance activities can be organised and
performed in the best possible way in each company.

The objective is competence assurance of the maintenance activities within Europe.

nto

This document includes the EFNMS minimum Requirements of competencies and responsibilities for a
European Specialist in Maintenance Supervision.

Any individual or organisation is free to use these requirements as a base for their training programmes.

NOTE 1 All individuals have the right to apply for the EFNMS Certificate and to join in the examinations of the
competencies and responsibilities that are arranged by a National Member Society of the EFNMS.
me

th
NOTE 2 These requirements were adopted at the EFNMS General Assembly on the 19 of June 2006.

B.2 Requirements of competencies and responsibilities

B.2.1 General approach

cu

A specialist in maintenance supervision operates in a context determined by the organisations overall policy
and the interests of its stakeholders. This context (see Figure B.1) includes usually issues such as competitive
pressures, legislative frameworks and innovations. This context provides the aims that a specialist in
maintenance supervision should fulfil. A competent specialist in maintenance supervision is capable to
translate the aims to achieve in a professional context into effective and efficient actions leading to a result
that can be measured in terms of behaviour or deliverables.
Do

26
 prCEN/TR 15628:2007 (E)

jo
ba
tra
Figure B.1 Context
de
This annex defines the competence level of a specialist in maintenance supervision derived from the Dublin
Descriptors that generally indicate a bachelor level within the EU.

It defines the actions typically performed by a specialist in maintenance supervision, derived from
ISO/IEC 15288.

The specification contains the minimum requirements of the competencies and responsibilities for a specialist
nto

in maintenance supervision in general. Special requirements for maintenance supervision in electrical,

mechanical, chemical industries or others are not covered. However, this specification aims to fulfil the
intention to be comprehensive enough and include the essential and fundamental knowledge that any expert
in maintenance supervision needs to have, regardless of in which company or country he/she is working.

B.2.2 Indication of the levels of competencies and responsibilities

To fulfil the requirement of competencies and responsibilities a European Specialist in Maintenance

me

Supervision such individuals:

have demonstrated knowledge and an understanding in a field of maintenance that builds upon and
supersedes their general education, and is typically at a level that, whilst supported by advanced
textbooks, includes some aspects that will be informed by knowledge of the forefront of their field;

can apply their knowledge and understanding in a manner that indicates a professional approach to their
work or vocation, and have competences typically demonstrated through devising and sustaining
cu

arguments and solving problems within their field;

have the ability to gather and interpret relevant data to inform judgements that include reflection on
relevant social, scientific or ethical issues;

can communicate information, ideas, problems and solutions to both specialist and non-specialist
Do

audiences;

have developed those learning skills that are necessary for them to continue to undertake further
assignments with a high degree of autonomy.

27
prCEN/TR 15628:2007 (E)

B.2.3 The assignments of a specialist in maintenance supervision

jo
B.2.3.1 Management and organisation

Within this area it is essential to have a very good knowledge about the importance of maintenance for the
economy in the company, for the achievements of the production goals and for the quality of the product, and

ba
so on. It is important to have good knowledge of the organisation of the maintenance activities. Therefore a
specialist in maintenance supervision is required to:

implement the maintenance policy and its objectives into the preparation and fulfilment of the
maintenance activities;

tra
develop and define the preventive and corrective maintenance strategy for the technical system in its
operational environment in order to achieve the maintenance goal;

base the preventive and corrective maintenance strategy on:

architectural design;

integration;

de
verification and manufacturing information;

available fault information, including from comparable systems;

repair response times;

logistics;
nto

disassembly constraints;

fault isolation strategies;

and repair strategies;

prepare a maintenance plan that specifies schedules and/or resources required to perform preventive and
me

corrective maintenance actions that reduce the likelihood of system failure without undue loss of services;

identify any constraining consequences upon the operation of the technical system, for example,
suspension of the system services or restricted services;

participate in the specification of the requirements for any enabling systems (electrical supply, water
supply, storage buildings, workshops, etc) used during maintenance of the technical system;
cu

define the number and type of replacement components to be stored, their storage locations and
conditions, their anticipated replacement rate, their storage life and renewal frequency;

control that logistics actions satisfy the required replenishment levels so that stored components meet
repair rates and planned schedules;
Do

specify the number and skill of personnel required to perform preventive and corrective actions and
replacements;

define the procedures for fault correction and/or replacement of components/subsystems, including:

disassembly strategy;

fault diagnosis techniques;

28
 prCEN/TR 15628:2007 (E)

jo
re-assembly; and

testing sequences;

ba
take account of maintenance staff requirements and any relevant legislation regarding health and safety,
security and the environment conditions;

define the problem reporting structure and fault recording to ensure that significant events and behaviours
are collated to support future preventive and corrective maintenance;

tra
conduct training of maintenance technicians and operators to enhance their knowledge of for them
applicable maintenance activities.

B.2.3.2 Availability performance of technical assets

Within this area it is essential to have knowledge about how to guide, control and develop the availability
performance activities, in order to assure the performance of the production, the quality of the products, the
de
safety regulations and the environment conditions. It is important to have good knowledge of all availability
performance activities that should be taken care of during the entire life cycle of a production system, e.g.
during development, procurement, operation and displacement of a production equipment. Therefore a
specialist in maintenance supervision is required to be able to:

control the system effectiveness of a technical system in terms of availability, reliability, maintainability,
supportability and capability;
nto

use mathematical and statistical formulas to make calculations of the above mentioned characteristics
where applicable in the specifications, for verifications and for result analysis of the operational usage and
the improvement process;

perform risk analysis and as result of that: control, monitor and propose actions to be taken;

monitor the availability and quality of all necessary resources.

me

B.2.3.3 Maintenance methods and techniques

Within this area it is essential to have knowledge about the theories and methods that are used to optimise the
mix between corrective maintenance, preventive maintenance (predetermined or conditions based) and
modifications. It is important to have knowledge about how to choose the right methods for the best cost-
effectiveness. Therefore a specialist in maintenance supervision is required to be able to:
cu

perform preventive and corrective maintenance according to planned schedules and maintenance
procedures;

implement methods, techniques and test equipment for preventive and corrective maintenance;

identify faults and perform actions when non-compliance has occurred in the system functions;
Do

diagnose the cause of the fault, identifying whether it is due to a system failure or to a change in need;

investigate operating procedures, the operator environment and human-machine interfaces to determine
whether human error may contribute to failures;

isolate faults down to the planned level of component/subsystem replacement, and then replace, verify
correct system performance and propose activities to prohibit reoccurrence of this fault.

29
prCEN/TR 15628:2007 (E)

B.2.3.4 Maintenance information systems

jo
Within this area it is essential to have knowledge about the different methods and systems that can be used in
the decision making process, to ensure that the maintenance activities are cost-effective and are supporting
the company profit. It is important to have good knowledge of how to specify the system requirements and
how to develop and use the information systems for planning, control, feedback analysis and improvements.

ba
Therefore a specialist in maintenance supervision is required to be able to:

insert and take out relevant data from a computerised maintenance management system for the use in
the areas of planning, work order, technical/economical analysis, and so on,

analyse problem reports to a level of detail sufficient to identify:

tra
root cause of failure;

any contributing factors;

useful life of degradable components;

maintain a history of problem reports, corrective actions, and trends to inform operation, maintenance or

redesign actions and other projects, de

keep the technical documentations updated.

B.2.3.5 Maintenance terms in the English language

Within the language area it is essential to have good knowledge concerning the maintenance terms in the
nto

English language to handle international maintenance supervision matters within Europe (this requirement
only applies to those that wish to have an EFNMS European Certificate, and does not apply for a National
Certificate).

Therefore a specialist in maintenance supervision is required to be able to:

understand maintenance terms and content in the English language.

me
cu
Do

30
 prCEN/TR 15628:2007 (E)

jo
Annex C
(informative)

ba
The Specification for Requirements of a European Maintenance
Technician Specialist (as developed by EFNMS)

tra
C.1 Introduction
This annex specifies the requirements for competencies and responsibilities for a European Technician
Maintenance Specialist.

de
The requirements have been set out under 5.2 and 5.3. These have sub-readings in each syllabus area with
the level of required knowledge specified.

The three levels of required knowledge are:

Level 1: Very good knowledge ability to handle special tasks;

Level 2: Good knowledge, ability to handle normal tasks;

nto

Level 3: Understanding, ability to participated in making the right decisions.

In each syllabus the overall approach is to ensure that maintenance tasks are:

a) carried out safely and in a safe manner,

b) carried out in a correct manner first time, and

me

c) carried out on time and cost effectively.

NOTE The EFNMS document Regulations to achieve the EFNMS Certificate as a European Maintenance
Technician Specialist specifies the regulations concerned with the assessment of candidates seeking the award of
EFNMS Certificate as a European Maintenance Technician Specialist.
cu
Do

31
prCEN/TR 15628:2007 (E)

C.2 Requirements

jo
C.2.1 General Competencies and Responsibilities

Level of Required

ba
Syllabus Final Attainment Level
Knowledge
C.2.1.0 Corporate/Company Environment Understands significance of social/economic (not required as part
impact of own organization/enterprise. of examination)
C.2.1.0.1 Corporate/company situation
C.2.1.0.2 Corporate/company organization

tra
C.2.1.0.3 Departmental organization
C.2.1.0.4 Costs
C.2.1.1 Work Planning Does preparation and reporting on own
maintenance tasks and on some team jobs.
C.2.1.1.1 Planning
Maintenance request/Process
sheet/Job ticket
Personnel planning
Equipment planning
Time sheet
C.2. 1.1.2 Control and reporting
de
Detailed Specification
Elements of a maintenance system
1
Benefits
nto

Production Scheduling/Maintenance
First estimation activity scheduling
Critical task identification
Complexity of tasks, analysis and
decision
Skill requirements
Network Analysis
Capacity of maintenance
me

department, to task in hand

Critical path
Presentation of critical path
Control & Reporting
Procedures time to task
Completion/Time Allocation
Preparation of Report
cu

Data Trial to reduce errors in

reporting and effects on planning
Work Requests/Orders
Reporting back
Matching Personnel/Skills to job,
safety analysis
Do

Spares Requirements
C.2.1.2 Team Working and Reports orally and in writing within a team. Has 1
Communication social capability to communicate with people in
and outside the team, such as in the production,
C.2.1.2.1 Authority and Responsibility with contractors, suppliers, etc.
C.2.1.2.2 Basic Management Techniques
Personnel Management
Reporting Techniques

32
 prCEN/TR 15628:2007 (E)

jo
Team organization techniques

Detailed Specification

ba
Team Working Basics
Leadership
Delegation
Initiative
Interpretation of Company plan

tra
Communications
Objectives
Procedures
Roles & Responsibilities
a) in teams, facilitation
b) as individuals
Co-ordination & Reporting
a) internally
b) externally
Data Analysis Tools
Pareto
de
Brainstorming
Fishbone Diagram
Histograms
Scatter Plot
nto

C.2.1.3 English Language Is able to understand instructions in technical 3

English.
Technical English

Detailed Specification
Understanding of Instructions &
Terms
From English to own Language
me

C.2.1.4 Information Technology Uses the information system for entering and 2
collecting data. Has the basic knowledge to use
C.2.1.4.1 Basics of EDP the system interactively.
C.2.1.4.2 Processing/calculation techniques
Data base handling
Computation of tables
C.2.1.4.3 The PC-Work station
cu

Organization of the PC-Work

station
Use of networks

Detailed Specification
Do

Basic Knowledge and practical use of

Word Processing software
Calculating software
Database
Input data for tasks
CMMS (Computer Maintenance
Management Systems)
Practical use and Operation

33
prCEN/TR 15628:2007 (E)

Input and Output of data

Asset Register

jo
Coding
Appreciation of useful data
Internet/Intranet
Practical use

ba
C.2.1.5 Training and Instructions Has the basic knowledge needed for training 2
and instructing team members. Is familiar with
C.2.1.5.1 Basics of the Learning Process training facilities in and outside the organization.
C.2.1.5.2 Basics of Training Strategies
C.2.1.5.3 Basics of Planning a Lecture
C.2.1.5.4Training facilities

tra
Detailed Specification
Information Transmission
Communications Techniques
Planning and performing/delivery
Introducing New Technologies
Training strategy
Delivery of training
C.2.1.6 Quality Assurance (Systems)

C.2.1.6.1 Scope and objectives of Quality

de
Has basic knowledge of the impact of
maintenance on product quality. Is able to act
as an active member of a quality team.
1

Assurance
QA Standards, Terminology
Elements of QA systems
C.2.1.6.2 Basics of Quality Assurance
nto

Concepts, Definitions
C.2.1.6.3 QA techniques and procedures
C.2.1.7 Environment Has basic knowledge of the impact of 1
maintenance on indoor and outdoor
C.2.1.7.1 Scope and objectives of environment. Is able to act as an active member
Environmental Management of a quality team.

C.2.1.7.2 Influence on indoor and outdoor

me

environment

Detailed Specification for C.2.1.6 Quality

Assurance and C.2.1.7 Environment
Requirements of QA/Environment
System
Applications to maintenance in
cu

quality and environmental control

Requirement for maintenance
Membership of QA/Environment Team
Co-operating with other team
members
Basic knowledge on product
Do

quality
Need for verification of
documentation
Quality of Maintenance
QA standards in maintenance
Cross checking and standards of
work
Environment

34
 prCEN/TR 15628:2007 (E)

jo
Safety of the individual
Safety of the workforce
Safety of the

ba
community/environment
C.2.1.8 Automation Should have general knowledge of systems at 2
present.
C.2.1.8.1 Basics of Process Control
C.2.1.8.2 Basics of machine automation

tra
C.2.1.8.3 Common system design

Detailed Specification
Automation Systems
Process on individual machine
How system works (input, output
& sensors)
How system is presented
Use of P.C., schematics,
diagrams
Interlocks and Safety
Safety implications with stored
de
energy, large forces
Fail-safe design
Reasons for Automatic Systems
Safety and Environment
nto

Automation to Reduce Repetitive

work

C.2.2 Task Related Competencies

Level of Required
Syllabus Final Attainment Level
Knowledge
me

C.2.2.1 Maintenance Objectives and Understands the importance of maintenance 3

Policies
C.2.2.1.1 Corporate Maintenance Engineering
Objectives, Tasks, Significance
Policies on maintenance
Investment considerations: Life
cu
objectives and policies. Understands the
economic impact of maintenance and the
importance of operation and capital costs
within the framework of life cycles costs -
LCC.

Cycle Cost (LCC), etc.

Detailed Specification

Connection between company objectives

and maintenance objectives
Relationship between team and
Do

individual objectives
Policies to achieve these objectives
Economics
Targets
Understanding of strategies in
maintenance
Strategies with regard to Preventive
Maintenance (PM), Reliability

35
prCEN/TR 15628:2007 (E)

Centered Maintenance (RCM), Total

Productive Maintenance (TPM), etc.

jo
Reasons for Strategy
Maintenance Policies
General rules of operation of policies
Policies on breakdown times,

ba
contractors, Original Equipment
Manufacturer (OEM's), employee
skills
Financial Policies
Budget arrangements
Difference between capital

tra
expenditure and maintenance
C.2.2.2 Maintenance Concepts Knows the principles of the preventive, 1
corrective and opportunity based
C.2.2.2.1 The maintenance system maintenance incl. condition monitoring.
C.2.2.2.2 The Wear and Tear Process
C.2.2.2.3 Preventive and Corrective
Maintenance Choices

Detailed Specification
Ideas and targets of maintenance systems
Types of systems
Balance between preventive and
de
corrective maintenance
Choice of appropriate system
Economic and environmental
nto

considerations
C.2.2.3 Restoration Techniques Knows the principles and is able to apply 1
them in practice.
C.2.2.3.1 Basis of Technology
Mechanical Technology / mechanical
equipment
Electrical Technology / electrical
equipment
PLC's (Programmable Logic
me

Controllers) and PC's applications

Hydraulics and Pneumatics
Building
C.2.2.3.2 Repair techniques

Detailed Specification
Identification of Restoration needs
cu

Repair techniques
Skills and knowledge for repair
Width of appropriate technologies
C.2.2.4 Maintenance Terminology Knows and understands maintenance 1
terminology and standards, understands
C.2.2.4.1 Terminology them and is able to use them actively.
Do

C.2.2.4.2 Standards/CEN

Detailed Specification
The standards appropriate to
maintenance
General standard terms and
definitions

36
 prCEN/TR 15628:2007 (E)

jo
C.2.2.5 Contracts Knows the requirements and scope to which 2
a contractor should comply. Is able to
C.2.2.5.1 Basics of Contractual Law instruct and supervise contractors on

ba
C.2.2.5.2 The CEN Maintenance Contract maintenance jobs.
Guidelines
C.2.2.5.3 Practical applications

Detailed Specification
The EFNMS/CEN Maintenance Contract

tra
Guideline
Know how to apply guidelines
C.2.2.6 Laws and Regulations Knows all relevant laws and regulations 2
concerning job safety, fire protection and
C.2.2.6.1 Basics of Labour Law environment.
C.2.2.6.2 Law and regulations on Health Care
& Safety
C.2.2.6.3 Laws and regulations on
environmental
protection
C.2.2.6.4 Safety practice
de
First aid training
Preventive health protection and safety
measures
C.2.2.6.5 Equipment Safety Systems
nto

Detailed Specification
Equipment Safety Systems
CE Markings
Requirements to achieve CE
Markings
Safety Regulations
Need to know requirements for
me

qualified first aid

Award First Aid requirements
Legal implication of maintenance
modifications on CE markings
Liabilities
C.2.2.7 Condition Monitoring (CM) Knows the most common condition 2
monitoring methods and devices and is
cu

C.2.2.7.1 Significance of CM in maintenance familiar with their use in practice.

practice
C.2.2.7.2 CM techniques
Areas of application
Results
Base Lines
Do

C.2.2.7.3 Measuring Techniques

Calibration of measuring tools and
instruments
Disturbance, interference and noise

Detailed Specification
Objective of Condition Monitoring
Common CM Techniques

37
prCEN/TR 15628:2007 (E)

Applications to specific tasks

Measurements and problems

jo
associated with analysis of readings
Calibrations
Cost Awareness of newer techniques v
older hands-on techniques

ba
C.2.2.8 Fault Finding Techniques Knows at least one method for systematic 1
fault finding and is familiar with its use and
C.2.2.8.1 Root Cause Analysis practice.
Analysis of functions
Analysis of design
C.2.2.8.2 Fault Finding Techniques

tra
Detailed Specification
Purpose of Fault Finding Techniques
(F.F.T.)
Different methods as trial and error
method, root cause analysis
Practical use of at least one method
Usefulness of history in
Computerized
Management Systems (CMMS),
Maintenance

records of Fault Finding Techniques

(F.F.T.).
de
C.2.2.9 Improvement Techniques Has basic knowledge of improvement 2
techniques and under direction is familiar
C.2.2.9.1 Concept, definitions, scope with their use and practice.
Small Scale Activities
nto

C.2.2.9.2 Workshop practice

Determination of weak points
Elimination of weak points

Detailed Specification

Objectives and benefits of continuous

me

small improvements
Use of experience and data
Use for redesign
Plan and carry out check actions
Measurements before and after
improvements
C.2.2.10 Documentation Understands all documentation (instructions, 2
drawings, etc.) related to the maintenance
cu

C.2.2.10.1 Basics of Engineering Drawings job and can, if necessary, propose

Mechanical design improvements and handle non-conformance.
Wiring and piping diagrams
Electrical and electronic diagrams
C.2.2.10.2 Organization and use
Do

Filing
Retrieving
Marking up

Detailed Specification

Purpose of Documentation in
Maintenance
Literacy in maintenance

38
 prCEN/TR 15628:2007 (E)

jo
documentation
Standard practice/symbols
Purpose of Documentation Systems

ba
Administration
Procedures for change
Links to engineering departments
C.2.2.11 Spare Part Management Has basic knowledge of the storing of spare 1
parts. Knows the practical routine of storing

tra
C.2.2.11.1 Administration of spare parts and retrieval of spare parts.
Planning and organization of storing
facilities
Cost accounting
C.2.2.11.2 Documentation

Detailed Specification

Administration Techniques
Economic Aspects
Documentation Aspects
de
Purpose of Spare Parts Management

Parts change
Quality of spare parts
Links to Planned Maintenance
nto

Reference to use of alternative parts

Cost saving, machine warranty and
safety implications
C.2.2.12 Materials Technology Has basic knowledge of material technology 2
and application, material deterioration and
C.2.2.12.1 Materials Technology protective methods.
Metals
Synthetic materials
me

Ceramics
Glass
Building materials
Others
C.2.2.12.2 Wear and Tear Mechanisms
Corrosion
Fatigue
cu

Stress
Friction
Others

C.2.2.12.3 Protective Methods

Coating techniques
Do

Tribology/lubrication
C.2.2.12.4 Non-destructive Testing methods

Detailed Specification
Basic Knowledge of Materials in Families
Main characteristics and properties
Wear and Tear Mechanisms
Main forms of wear and tear

39
prCEN/TR 15628:2007 (E)

Avoidance of wear
Protection Methods

jo
Applications of coating techniques
and tribology/lubrication to
Maintenance
Non-destructive Testing

ba
Main techniques and applications

tra
de
nto
me
cu
Do

40
 prCEN/TR 15628:2007 (E)

jo
Bibliography

ba
[1] The Specification for requirements of an European Maintenance Technician Specialist, (EFNMS
publication of October 20 , 2001)

[2] The requirements of Competencies and Responsibilities for an European Specialist in Maintenance
Supervision. (EFNMS publication of June 19th 2006).

tra
[3] The requirements of Competencies and Responsibilities for an European Expert in Maintenance
Management. (EFNMS publication May 30th 1998)

[4] ISO/IEC 15288, Systems engineering -- System life cycle processes

de
nto
me
cu
Do

41